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: 792,243 shares; 2024Q4: 883,650 shares; 2025Q1: 942,321 shares; 2025Q2: 977,210 shares; 2025Q3: 1,034,703 shares; 2025Q4: 1,095,116 shares; 2026Q1: 1,128,423 shares; 2026Q2: 1,164,805 shares 1,164,805 $870M 11.07% +36,382 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: 4,913,052 shares; 2024Q4: 5,678,998 shares; 2025Q1: 6,379,376 shares; 2025Q2: 6,753,466 shares; 2025Q3: 7,276,843 shares; 2025Q4: 7,953,607 shares; 2026Q1: 8,627,785 shares; 2026Q2: 9,221,231 shares 9,221,231 $677M 8.62% +593,446 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: 3,039,873 shares; 2024Q4: 3,329,529 shares; 2025Q1: 3,572,104 shares; 2025Q2: 4,163,067 shares; 2025Q3: 4,361,062 shares; 2025Q4: 4,596,456 shares; 2026Q1: 4,678,255 shares; 2026Q2: 4,856,323 shares 4,856,323 $469M 5.97% +178,068 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: 3,558,354 shares; 2024Q4: 4,016,863 shares; 2025Q1: 4,269,836 shares; 2025Q2: 4,601,657 shares; 2025Q3: 4,959,303 shares; 2025Q4: 5,330,417 shares; 2026Q1: 5,517,252 shares; 2026Q2: 5,711,959 shares 5,711,959 $399M 5.08% +194,707 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: 4,628,551 shares; 2024Q4: 5,461,842 shares; 2025Q1: 6,129,103 shares; 2025Q2: 6,365,367 shares; 2025Q3: 6,927,240 shares; 2025Q4: 7,550,120 shares; 2026Q1: 7,825,736 shares; 2026Q2: 8,256,614 shares 8,256,614 $345M 4.39% +430,878 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: 2,368,193 shares; 2024Q4: 2,571,156 shares; 2025Q1: 2,658,922 shares; 2025Q2: 2,788,890 shares; 2025Q3: 2,946,324 shares; 2025Q4: 3,104,414 shares; 2026Q1: 3,197,949 shares; 2026Q2: 3,262,743 shares 3,262,743 $269M 3.42% +64,794 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: 1,659,864 shares; 2024Q4: 1,759,601 shares; 2025Q1: 1,825,973 shares; 2025Q2: 1,876,350 shares; 2025Q3: 1,985,217 shares; 2025Q4: 2,114,060 shares; 2026Q1: 2,212,485 shares; 2026Q2: 2,286,335 shares 2,286,335 $220M 2.81% +73,850 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,290,629 shares 7,290,629 $193M 2.46% new 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: 4,619,158 shares; 2024Q4: 4,514,586 shares; 2025Q1: 4,338,921 shares; 2025Q2: 4,341,699 shares; 2025Q3: 4,304,087 shares; 2025Q4: 4,249,910 shares; 2026Q1: 4,186,049 shares; 2026Q2: 4,103,209 shares 4,103,209 $182M 2.32% -82,840 Timeline DCOR 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: 1,988,104 shares; 2024Q4: 2,115,303 shares; 2025Q1: 2,032,839 shares; 2025Q2: 2,107,446 shares; 2025Q3: 2,162,432 shares; 2025Q4: 2,180,949 shares; 2026Q1: 2,232,848 shares; 2026Q2: 2,195,146 shares 2,195,146 $180M 2.29% -37,702 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: 1,602,655 shares; 2024Q4: 1,841,954 shares; 2025Q1: 2,024,208 shares; 2025Q2: 2,147,713 shares; 2025Q3: 2,336,312 shares; 2025Q4: 2,553,103 shares; 2026Q1: 2,779,808 shares; 2026Q2: 3,002,732 shares 3,002,732 $175M 2.22% +222,924 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: 3,538,503 shares; 2024Q4: 4,103,950 shares; 2025Q1: 4,560,582 shares; 2025Q2: 4,806,043 shares; 2025Q3: 5,173,614 shares; 2025Q4: 5,635,531 shares; 2026Q1: 6,092,475 shares; 2026Q2: 3,313,324 shares 3,313,324 $174M 2.21% -2,779,151 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,367,583 shares; 2024Q4: 1,516,182 shares; 2025Q1: 1,616,905 shares; 2025Q2: 1,623,192 shares; 2025Q3: 1,669,183 shares; 2025Q4: 1,712,037 shares; 2026Q1: 1,647,863 shares; 2026Q2: 1,646,823 shares 1,646,823 $170M 2.16% -1,040 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: 37,367 shares; 2024Q4: 39,219 shares; 2025Q1: 59,106 shares; 2025Q2: 174,334 shares; 2025Q3: 177,575 shares; 2025Q4: 181,961 shares; 2026Q1: 196,481 shares; 2026Q2: 196,358 shares 196,358 $147M 1.87% -123 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: 1,726,205 shares; 2024Q4: 1,876,299 shares; 2025Q1: 2,013,453 shares; 2025Q2: 2,086,225 shares; 2025Q3: 2,191,550 shares; 2025Q4: 2,319,494 shares; 2026Q1: 2,391,980 shares; 2026Q2: 2,420,043 shares 2,420,043 $144M 1.84% +28,063 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,637,227 shares; 2024Q4: 1,788,851 shares; 2025Q1: 1,899,361 shares; 2025Q2: 1,952,602 shares; 2025Q3: 2,049,457 shares; 2025Q4: 2,140,794 shares; 2026Q1: 2,112,071 shares; 2026Q2: 2,099,686 shares 2,099,686 $141M 1.8% -12,385 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: 94,476 shares; 2024Q4: 102,510 shares; 2025Q1: 119,108 shares; 2025Q2: 150,757 shares; 2025Q3: 155,299 shares; 2025Q4: 161,991 shares; 2026Q1: 178,783 shares; 2026Q2: 185,563 shares 185,563 $127M 1.62% +6,780 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,666,055 shares; 2024Q4: 1,603,858 shares; 2025Q1: 1,488,918 shares; 2025Q2: 1,495,289 shares; 2025Q3: 1,497,427 shares; 2025Q4: 1,491,096 shares; 2026Q1: 1,448,030 shares; 2026Q2: 1,382,944 shares 1,382,944 $126M 1.61% -65,086 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,768,230 shares; 2024Q4: 2,981,741 shares; 2025Q1: 2,905,093 shares; 2025Q2: 2,905,237 shares; 2025Q3: 2,980,742 shares; 2025Q4: 2,997,998 shares; 2026Q1: 2,945,842 shares; 2026Q2: 2,926,491 shares 2,926,491 $121M 1.54% -19,351 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: 1,474,851 shares; 2024Q4: 1,635,467 shares; 2025Q1: 1,631,702 shares; 2025Q2: 1,568,128 shares; 2025Q3: 1,560,969 shares; 2025Q4: 1,544,139 shares; 2026Q1: 1,554,354 shares; 2026Q2: 1,546,237 shares 1,546,237 $110M 1.4% -8,117 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: 1,496,240 shares; 2024Q4: 1,482,570 shares; 2025Q1: 1,404,527 shares; 2025Q2: 1,381,984 shares; 2025Q3: 1,357,553 shares; 2025Q4: 1,326,250 shares; 2026Q1: 1,220,939 shares; 2026Q2: 1,125,157 shares 1,125,157 $109M 1.38% -95,782 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: 169,060 shares; 2024Q4: 172,210 shares; 2025Q1: 177,153 shares; 2025Q2: 279,045 shares; 2025Q3: 283,554 shares; 2025Q4: 292,326 shares; 2026Q1: 301,871 shares; 2026Q2: 312,073 shares 312,073 $90.3M 1.15% +10,202 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL 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: 0 shares; 2026Q1: 0 shares; 2026Q2: 0 shares 0 $73.1M 0.93% 0 Amount filed as zero, left out of ratios. 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: 879,385 shares; 2024Q4: 963,744 shares; 2025Q1: 969,890 shares; 2025Q2: 989,643 shares; 2025Q3: 1,085,922 shares; 2025Q4: 1,143,541 shares; 2026Q1: 1,247,936 shares; 2026Q2: 1,338,153 shares 1,338,153 $64.8M 0.82% +90,217 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: 3,714 shares; 2024Q4: 11,295 shares; 2025Q1: 2,008,177 shares; 2025Q2: 2,003,299 shares; 2025Q3: 1,960,206 shares; 2025Q4: 1,975,566 shares; 2026Q1: 1,989,152 shares; 2026Q2: 1,949,461 shares 1,949,461 $57.4M 0.73% -39,691 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,925 shares; 2024Q4: 117,860 shares; 2025Q1: 113,694 shares; 2025Q2: 142,991 shares; 2025Q3: 145,864 shares; 2025Q4: 146,422 shares; 2026Q1: 145,577 shares; 2026Q2: 146,944 shares 146,944 $54.4M 0.69% +1,367 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: 351,934 shares; 2024Q4: 325,902 shares; 2025Q1: 336,637 shares; 2025Q2: 332,873 shares; 2025Q3: 331,080 shares; 2025Q4: 326,490 shares; 2026Q1: 330,815 shares; 2026Q2: 328,641 shares 328,641 $54M 0.69% -2,174 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 685,566 shares; 2025Q2: 676,057 shares; 2025Q3: 654,990 shares; 2025Q4: 661,354 shares; 2026Q1: 654,040 shares; 2026Q2: 644,750 shares 644,750 $53.2M 0.68% -9,290 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: 211,588 shares; 2024Q4: 226,285 shares; 2025Q1: 232,407 shares; 2025Q2: 509,251 shares; 2025Q3: 514,723 shares; 2025Q4: 522,494 shares; 2026Q1: 555,832 shares; 2026Q2: 602,817 shares 602,817 $49.9M 0.64% +46,985 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: not reported; 2024Q4: not reported; 2025Q1: 282,438 shares; 2025Q2: 283,770 shares; 2025Q3: 293,161 shares; 2025Q4: 296,940 shares; 2026Q1: 290,904 shares; 2026Q2: 285,839 shares 285,839 $46.7M 0.59% -5,065 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 835,535 shares; 2024Q4: 913,919 shares; 2025Q1: 913,267 shares; 2025Q2: 916,731 shares; 2025Q3: 977,662 shares; 2025Q4: 997,489 shares; 2026Q1: 1,047,592 shares; 2026Q2: 1,088,752 shares 1,088,752 $46M 0.58% +41,160 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,352 shares; 2024Q4: 406,798 shares; 2025Q1: 431,610 shares; 2025Q2: 442,791 shares; 2025Q3: 473,679 shares; 2025Q4: 504,692 shares; 2026Q1: 533,868 shares; 2026Q2: 560,580 shares 560,580 $44.8M 0.57% +26,712 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: 124,954 shares; 2024Q4: 125,759 shares; 2025Q1: 126,637 shares; 2025Q2: 129,189 shares; 2025Q3: 128,664 shares; 2025Q4: 129,331 shares; 2026Q1: 126,833 shares; 2026Q2: 126,528 shares 126,528 $43.5M 0.55% -305 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,793 shares; 2024Q4: 448,426 shares; 2025Q1: 486,290 shares; 2025Q2: 512,987 shares; 2025Q3: 541,836 shares; 2025Q4: 573,108 shares; 2026Q1: 583,395 shares; 2026Q2: 584,650 shares 584,650 $42.8M 0.55% +1,255 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: 87,087 shares; 2024Q4: 102,445 shares; 2025Q1: 109,738 shares; 2025Q2: 137,238 shares; 2025Q3: 168,711 shares; 2025Q4: 183,423 shares; 2026Q1: 194,884 shares; 2026Q2: 213,216 shares 213,216 $42.7M 0.54% +18,332 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: 94,862 shares; 2024Q4: 93,673 shares; 2025Q1: 88,442 shares; 2025Q2: 496,179 shares; 2025Q3: 503,196 shares; 2025Q4: 519,658 shares; 2026Q1: 540,245 shares; 2026Q2: 551,186 shares 551,186 $42.5M 0.54% +10,941 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: 670,507 shares; 2024Q4: 1,372,202 shares; 2025Q1: 1,318,150 shares; 2025Q2: 1,328,471 shares; 2025Q3: 1,366,373 shares; 2025Q4: 1,420,298 shares; 2026Q1: 1,520,694 shares; 2026Q2: 1,591,154 shares 1,591,154 $42.2M 0.54% +70,460 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: 113,478 shares; 2024Q4: 125,064 shares; 2025Q1: 140,561 shares; 2025Q2: 159,645 shares; 2025Q3: 159,969 shares; 2025Q4: 165,510 shares; 2026Q1: 195,118 shares; 2026Q2: 191,322 shares 191,322 $42M 0.53% -3,796 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: 3,711 shares; 2024Q4: 5,077 shares; 2025Q1: 78,931 shares; 2025Q2: 80,124 shares; 2025Q3: 75,444 shares; 2025Q4: 75,837 shares; 2026Q1: 76,644 shares; 2026Q2: 453,868 shares 453,868 $39.1M 0.5% +377,224 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: 89,942 shares; 2024Q4: 95,228 shares; 2025Q1: 102,460 shares; 2025Q2: 124,643 shares; 2025Q3: 126,289 shares; 2025Q4: 126,419 shares; 2026Q1: 126,682 shares; 2026Q2: 126,112 shares 126,112 $38.2M 0.49% -570 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: 161,419 shares; 2024Q4: 223,935 shares; 2025Q1: 235,331 shares; 2025Q2: 245,076 shares; 2025Q3: 253,509 shares; 2025Q4: 272,875 shares; 2026Q1: 285,179 shares; 2026Q2: 349,298 shares 349,298 $34.6M 0.44% +64,119 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: 67,749 shares; 2024Q4: 81,440 shares; 2025Q1: 93,633 shares; 2025Q2: 129,107 shares; 2025Q3: 130,421 shares; 2025Q4: 141,735 shares; 2026Q1: 147,543 shares; 2026Q2: 147,065 shares 147,065 $32.5M 0.41% -478 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: 47,713 shares; 2024Q4: 49,514 shares; 2025Q1: 56,916 shares; 2025Q2: 79,789 shares; 2025Q3: 80,016 shares; 2025Q4: 77,205 shares; 2026Q1: 83,378 shares; 2026Q2: 86,442 shares 86,442 $32.2M 0.41% +3,064 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630,340 shares; 2024Q4: 624,438 shares; 2025Q1: 597,716 shares; 2025Q2: 598,244 shares; 2025Q3: 588,547 shares; 2025Q4: 577,520 shares; 2026Q1: 600,699 shares; 2026Q2: 587,080 shares 587,080 $29.6M 0.38% -13,619 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: 616,102 shares; 2024Q4: 618,880 shares; 2025Q1: 614,140 shares; 2025Q2: 617,177 shares; 2025Q3: 613,387 shares; 2025Q4: 608,571 shares; 2026Q1: 604,213 shares; 2026Q2: 613,957 shares 613,957 $29.5M 0.38% +9,744 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: 46,816 shares; 2024Q4: 49,644 shares; 2025Q1: 66,695 shares; 2025Q2: 100,855 shares; 2025Q3: 105,222 shares; 2025Q4: 103,312 shares; 2026Q1: 119,328 shares; 2026Q2: 120,184 shares 120,184 $28.6M 0.36% +856 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: 96,432 shares; 2024Q4: 94,174 shares; 2025Q1: 89,897 shares; 2025Q2: 89,913 shares; 2025Q3: 90,280 shares; 2025Q4: 90,698 shares; 2026Q1: 90,740 shares; 2026Q2: 354,943 shares 354,943 $28.6M 0.36% +264,203 Timeline SPIP 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: 1,161,821 shares; 2024Q4: 1,144,983 shares; 2025Q1: 1,101,027 shares; 2025Q2: 1,077,645 shares; 2025Q3: 1,070,611 shares; 2025Q4: 1,060,628 shares; 2026Q1: 1,048,521 shares; 2026Q2: 1,041,207 shares 1,041,207 $26.7M 0.34% -7,314 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: 29,915 shares; 2024Q4: 28,528 shares; 2025Q1: 27,647 shares; 2025Q2: 163,073 shares; 2025Q3: 165,142 shares; 2025Q4: 168,644 shares; 2026Q1: 171,406 shares; 2026Q2: 170,533 shares 170,533 $25.3M 0.32% -873 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445,948 shares; 2024Q4: 482,919 shares; 2025Q1: 500,937 shares; 2025Q2: 550,052 shares; 2025Q3: 545,097 shares; 2025Q4: 534,840 shares; 2026Q1: 512,125 shares; 2026Q2: 507,801 shares 507,801 $25M 0.32% -4,324 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,757 shares; 2024Q4: 164,089 shares; 2025Q1: 152,321 shares; 2025Q2: 284,186 shares; 2025Q3: 283,409 shares; 2025Q4: 289,090 shares; 2026Q1: 293,542 shares; 2026Q2: 295,814 shares 295,814 $24.3M 0.31% +2,272 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,556 shares; 2024Q4: 42,056 shares; 2025Q1: 51,651 shares; 2025Q2: 112,699 shares; 2025Q3: 113,915 shares; 2025Q4: 117,076 shares; 2026Q1: 136,998 shares; 2026Q2: 138,331 shares 138,331 $23.6M 0.3% +1,333 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: 18,074 shares; 2024Q4: 20,539 shares; 2025Q1: 24,423 shares; 2025Q2: 57,970 shares; 2025Q3: 59,619 shares; 2025Q4: 59,897 shares; 2026Q1: 61,941 shares; 2026Q2: 64,875 shares 64,875 $23.2M 0.3% +2,934 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: 166,796 shares; 2024Q4: 175,163 shares; 2025Q1: 188,173 shares; 2025Q2: 195,104 shares; 2025Q3: 206,921 shares; 2025Q4: 218,783 shares; 2026Q1: 225,899 shares; 2026Q2: 235,861 shares 235,861 $22.7M 0.29% +9,962 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480,831 shares; 2024Q4: 501,245 shares; 2025Q1: 536,476 shares; 2025Q2: 560,568 shares; 2025Q3: 600,768 shares; 2025Q4: 644,860 shares; 2026Q1: 679,894 shares; 2026Q2: 722,542 shares 722,542 $22M 0.28% +42,648 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: 283,628 shares; 2024Q4: 252,400 shares; 2025Q1: 242,653 shares; 2025Q2: 230,141 shares; 2025Q3: 221,799 shares; 2025Q4: 213,300 shares; 2026Q1: 210,983 shares; 2026Q2: 212,089 shares 212,089 $21.7M 0.28% +1,106 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: 374,705 shares; 2024Q4: 362,925 shares; 2025Q1: 354,844 shares; 2025Q2: 347,277 shares; 2025Q3: 340,189 shares; 2025Q4: 337,137 shares; 2026Q1: 330,069 shares; 2026Q2: 325,685 shares 325,685 $19.8M 0.25% -4,384 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,625 shares; 2024Q4: 138,972 shares; 2025Q1: 150,634 shares; 2025Q2: 266,092 shares; 2025Q3: 324,723 shares; 2025Q4: 404,280 shares; 2026Q1: 409,228 shares; 2026Q2: 419,670 shares 419,670 $19.6M 0.25% +10,442 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: 90,251 shares; 2024Q4: 93,590 shares; 2025Q1: 89,887 shares; 2025Q2: 92,744 shares; 2025Q3: 92,509 shares; 2025Q4: 92,503 shares; 2026Q1: 90,234 shares; 2026Q2: 88,114 shares 88,114 $19.2M 0.24% -2,120 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: 10,258 shares; 2024Q4: 10,699 shares; 2025Q1: 11,187 shares; 2025Q2: 18,650 shares; 2025Q3: 17,770 shares; 2025Q4: 18,275 shares; 2026Q1: 18,072 shares; 2026Q2: 17,678 shares 17,678 $18.8M 0.24% -394 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,519 shares; 2024Q4: 216,480 shares; 2025Q1: 206,023 shares; 2025Q2: 235,741 shares; 2025Q3: 235,923 shares; 2025Q4: 245,340 shares; 2026Q1: 278,174 shares; 2026Q2: 278,505 shares 278,505 $18.5M 0.24% +331 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,114 shares; 2024Q4: 235,005 shares; 2025Q1: 231,048 shares; 2025Q2: 223,257 shares; 2025Q3: 212,678 shares; 2025Q4: 209,546 shares; 2026Q1: 205,297 shares; 2026Q2: 200,381 shares 200,381 $18.2M 0.23% -4,916 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,006 shares; 2024Q4: 249,357 shares; 2025Q1: 304,032 shares; 2025Q2: 283,107 shares; 2025Q3: 285,957 shares; 2025Q4: 286,957 shares; 2026Q1: 299,826 shares; 2026Q2: 293,288 shares 293,288 $16.9M 0.22% -6,538 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: 16,151 shares; 2024Q4: 17,652 shares; 2025Q1: 20,748 shares; 2025Q2: 28,830 shares; 2025Q3: 31,851 shares; 2025Q4: 30,837 shares; 2026Q1: 31,197 shares; 2026Q2: 32,512 shares 32,512 $16.3M 0.21% +1,315 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: 23,955 shares; 2024Q4: 24,554 shares; 2025Q1: 26,250 shares; 2025Q2: 29,481 shares; 2025Q3: 30,978 shares; 2025Q4: 32,555 shares; 2026Q1: 32,886 shares; 2026Q2: 38,300 shares 38,300 $16.1M 0.21% +5,414 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: 19,718 shares; 2024Q4: 19,652 shares; 2025Q1: 19,406 shares; 2025Q2: 48,068 shares; 2025Q3: 46,521 shares; 2025Q4: 48,204 shares; 2026Q1: 48,338 shares; 2026Q2: 48,966 shares 48,966 $16M 0.2% +628 Timeline DXUV 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: 39,627 shares; 2025Q1: 99,924 shares; 2025Q2: 156,379 shares; 2025Q3: 183,394 shares; 2025Q4: 199,595 shares; 2026Q1: 230,992 shares; 2026Q2: 238,448 shares 238,448 $15.9M 0.2% +7,456 Timeline SCHO 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: 273,057 shares; 2024Q4: 583,097 shares; 2025Q1: 570,014 shares; 2025Q2: 577,136 shares; 2025Q3: 588,389 shares; 2025Q4: 596,850 shares; 2026Q1: 628,836 shares; 2026Q2: 646,827 shares 646,827 $15.6M 0.2% +17,991 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: 5,328 shares; 2024Q4: 6,645 shares; 2025Q1: 7,184 shares; 2025Q2: 7,207 shares; 2025Q3: 6,946 shares; 2025Q4: 63,904 shares; 2026Q1: 120,818 shares; 2026Q2: 175,951 shares 175,951 $15.5M 0.2% +55,133 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: 15,303 shares; 2024Q4: 15,329 shares; 2025Q1: 15,584 shares; 2025Q2: 16,919 shares; 2025Q3: 17,581 shares; 2025Q4: 19,344 shares; 2026Q1: 19,885 shares; 2026Q2: 20,004 shares 20,004 $14.7M 0.19% +119 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: 157,102 shares; 2024Q4: 152,372 shares; 2025Q1: 139,267 shares; 2025Q2: 133,971 shares; 2025Q3: 134,196 shares; 2025Q4: 132,494 shares; 2026Q1: 135,194 shares; 2026Q2: 133,756 shares 133,756 $14.6M 0.19% -1,438 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: 29,726 shares; 2024Q4: 31,683 shares; 2025Q1: 68,329 shares; 2025Q2: 54,245 shares; 2025Q3: 56,174 shares; 2025Q4: 58,915 shares; 2026Q1: 58,915 shares; 2026Q2: 57,812 shares 57,812 $14M 0.18% -1,103 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,567 shares; 2024Q4: 372,521 shares; 2025Q1: 369,260 shares; 2025Q2: 349,960 shares; 2025Q3: 364,007 shares; 2025Q4: 370,091 shares; 2026Q1: 366,393 shares; 2026Q2: 372,636 shares 372,636 $13.7M 0.17% +6,243 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,397 shares; 2024Q4: 198,585 shares; 2025Q1: 197,195 shares; 2025Q2: 192,104 shares; 2025Q3: 189,884 shares; 2025Q4: 189,269 shares; 2026Q1: 195,635 shares; 2026Q2: 209,603 shares 209,603 $12.1M 0.15% +13,968 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: 18,772 shares; 2024Q4: 23,888 shares; 2025Q1: 25,420 shares; 2025Q2: 31,028 shares; 2025Q3: 30,445 shares; 2025Q4: 28,080 shares; 2026Q1: 30,017 shares; 2026Q2: 33,454 shares 33,454 $11.8M 0.15% +3,437 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: 76,660 shares; 2024Q4: 78,608 shares; 2025Q1: 79,716 shares; 2025Q2: 135,158 shares; 2025Q3: 141,728 shares; 2025Q4: 138,188 shares; 2026Q1: 141,311 shares; 2026Q2: 136,797 shares 136,797 $11.5M 0.15% -4,514 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449,545 shares; 2024Q4: 436,684 shares; 2025Q1: 416,409 shares; 2025Q2: 410,078 shares; 2025Q3: 406,080 shares; 2025Q4: 397,722 shares; 2026Q1: 386,688 shares; 2026Q2: 374,745 shares 374,745 $11M 0.14% -11,943 Timeline DXIV 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: 35,953 shares; 2025Q1: 86,743 shares; 2025Q2: 110,134 shares; 2025Q3: 126,222 shares; 2025Q4: 141,871 shares; 2026Q1: 151,694 shares; 2026Q2: 156,518 shares 156,518 $11M 0.14% +4,824 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: 31,779 shares; 2024Q4: 32,313 shares; 2025Q1: 38,743 shares; 2025Q2: 54,428 shares; 2025Q3: 75,986 shares; 2025Q4: 85,935 shares; 2026Q1: 97,569 shares; 2026Q2: 99,802 shares 99,802 $10.7M 0.14% +2,233 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: 24,986 shares; 2024Q4: 30,243 shares; 2025Q1: 37,171 shares; 2025Q2: 37,994 shares; 2025Q3: 44,320 shares; 2025Q4: 46,356 shares; 2026Q1: 46,258 shares; 2026Q2: 43,214 shares 43,214 $10.6M 0.14% -3,044 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: 9,845 shares; 2024Q4: 10,779 shares; 2025Q1: 9,890 shares; 2025Q2: 19,738 shares; 2025Q3: 19,345 shares; 2025Q4: 19,491 shares; 2026Q1: 20,454 shares; 2026Q2: 82,068 shares 82,068 $10.2M 0.13% +61,614 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,413 shares; 2024Q4: 83,526 shares; 2025Q1: 103,009 shares; 2025Q2: 101,471 shares; 2025Q3: 104,182 shares; 2025Q4: 108,000 shares; 2026Q1: 113,796 shares; 2026Q2: 123,851 shares 123,851 $10.2M 0.13% +10,055 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,715 shares; 2024Q4: 17,109 shares; 2025Q1: 15,134 shares; 2025Q2: 23,821 shares; 2025Q3: 23,548 shares; 2025Q4: 22,994 shares; 2026Q1: 25,506 shares; 2026Q2: 24,700 shares 24,700 $10.1M 0.13% -806 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,355 shares; 2024Q4: 3,434 shares; 2025Q1: 3,732 shares; 2025Q2: 4,635 shares; 2025Q3: 6,069 shares; 2025Q4: 7,065 shares; 2026Q1: 6,885 shares; 2026Q2: 8,505 shares 8,505 $9.82M 0.12% +1,620 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: 58,100 shares; 2024Q4: 62,547 shares; 2025Q1: 74,197 shares; 2025Q2: 87,734 shares; 2025Q3: 98,943 shares; 2025Q4: 113,405 shares; 2026Q1: 135,838 shares; 2026Q2: 121,158 shares 121,158 $9.58M 0.12% -14,680 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: 9,016 shares; 2024Q4: 8,267 shares; 2025Q1: 10,127 shares; 2025Q2: 18,080 shares; 2025Q3: 18,843 shares; 2025Q4: 19,836 shares; 2026Q1: 20,317 shares; 2026Q2: 24,948 shares 24,948 $9.42M 0.12% +4,631 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: 6,306 shares; 2024Q4: 6,400 shares; 2025Q1: 8,025 shares; 2025Q2: 8,863 shares; 2025Q3: 8,965 shares; 2025Q4: 8,542 shares; 2026Q1: 8,661 shares; 2026Q2: 10,000 shares 10,000 $9.35M 0.12% +1,339 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: 115,968 shares; 2024Q4: 116,103 shares; 2025Q1: 110,664 shares; 2025Q2: 108,207 shares; 2025Q3: 101,595 shares; 2025Q4: 99,643 shares; 2026Q1: 97,939 shares; 2026Q2: 89,781 shares 89,781 $9.33M 0.12% -8,158 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: 4,164 shares; 2024Q4: 4,634 shares; 2025Q1: 5,470 shares; 2025Q2: 25,683 shares; 2025Q3: 26,179 shares; 2025Q4: 26,349 shares; 2026Q1: 26,256 shares; 2026Q2: 26,643 shares 26,643 $9.14M 0.12% +387 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: 2,349 shares; 2024Q4: 3,407 shares; 2025Q1: 3,873 shares; 2025Q2: 4,514 shares; 2025Q3: 4,320 shares; 2025Q4: 4,469 shares; 2026Q1: 4,984 shares; 2026Q2: 7,010 shares 7,010 $8.41M 0.11% +2,026 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: 16,738 shares; 2024Q4: 16,852 shares; 2025Q1: 17,010 shares; 2025Q2: 42,489 shares; 2025Q3: 42,402 shares; 2025Q4: 42,002 shares; 2026Q1: 41,961 shares; 2026Q2: 44,222 shares 44,222 $8.39M 0.11% +2,261 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,964 shares; 2024Q4: 101,252 shares; 2025Q1: 119,961 shares; 2025Q2: 110,784 shares; 2025Q3: 111,009 shares; 2025Q4: 111,213 shares; 2026Q1: 114,454 shares; 2026Q2: 112,298 shares 112,298 $8.34M 0.11% -2,156 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,908 shares; 2024Q4: 287,264 shares; 2025Q1: 285,660 shares; 2025Q2: 285,217 shares; 2025Q3: 286,647 shares; 2025Q4: 290,776 shares; 2026Q1: 299,293 shares; 2026Q2: 319,785 shares 319,785 $8.16M 0.1% +20,492 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: 8,112 shares; 2024Q4: 8,449 shares; 2025Q1: 11,328 shares; 2025Q2: 14,772 shares; 2025Q3: 15,191 shares; 2025Q4: 37,344 shares; 2026Q1: 64,484 shares; 2026Q2: 88,733 shares 88,733 $8.13M 0.1% +24,249 Timeline DFSD 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: 144,723 shares; 2024Q4: 144,428 shares; 2025Q1: 145,260 shares; 2025Q2: 155,482 shares; 2025Q3: 157,468 shares; 2025Q4: 161,589 shares; 2026Q1: 170,963 shares; 2026Q2: 168,878 shares 168,878 $8.06M 0.1% -2,085 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: 27,869 shares; 2024Q4: 31,744 shares; 2025Q1: 37,968 shares; 2025Q2: 50,959 shares; 2025Q3: 56,060 shares; 2025Q4: 59,612 shares; 2026Q1: 64,165 shares; 2026Q2: 71,174 shares 71,174 $8.06M 0.1% +7,009 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: 21,071 shares; 2024Q4: 22,588 shares; 2025Q1: 23,774 shares; 2025Q2: 54,684 shares; 2025Q3: 54,296 shares; 2025Q4: 57,136 shares; 2026Q1: 58,997 shares; 2026Q2: 59,640 shares 59,640 $7.66M 0.1% +643 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: 18,970 shares; 2024Q4: 17,431 shares; 2025Q1: 19,897 shares; 2025Q2: 28,037 shares; 2025Q3: 28,842 shares; 2025Q4: 27,229 shares; 2026Q1: 28,049 shares; 2026Q2: 29,199 shares 29,199 $7.42M 0.09% +1,150 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,841 shares; 2024Q4: 132,338 shares; 2025Q1: 134,152 shares; 2025Q2: 133,396 shares; 2025Q3: 132,354 shares; 2025Q4: 131,739 shares; 2026Q1: 143,845 shares; 2026Q2: 138,154 shares 138,154 $7.15M 0.09% -5,691 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: 35,558 shares; 2024Q4: 34,271 shares; 2025Q1: 33,915 shares; 2025Q2: 33,761 shares; 2025Q3: 34,098 shares; 2025Q4: 33,345 shares; 2026Q1: 32,291 shares; 2026Q2: 31,033 shares 31,033 $7.05M 0.09% -1,258 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,254 shares; 2024Q4: 55,795 shares; 2025Q1: 73,217 shares; 2025Q2: 106,761 shares; 2025Q3: 126,623 shares; 2025Q4: 154,488 shares; 2026Q1: 155,658 shares; 2026Q2: 155,082 shares 155,082 $6.99M 0.09% -576 Timeline PWZ 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: 57,235 shares; 2024Q4: 61,223 shares; 2025Q1: 60,579 shares; 2025Q2: 304,528 shares; 2025Q3: 290,789 shares; 2025Q4: 292,533 shares; 2026Q1: 271,638 shares; 2026Q2: 284,900 shares 284,900 $6.98M 0.09% +13,262 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,707 shares; 2025Q1: 4,672 shares; 2025Q2: 7,858 shares; 2025Q3: 8,545 shares; 2025Q4: 8,762 shares; 2026Q1: 8,955 shares; 2026Q2: 15,874 shares 15,874 $6.88M 0.09% +6,919 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,628 shares; 2024Q4: 101,650 shares; 2025Q1: 101,321 shares; 2025Q2: 100,864 shares; 2025Q3: 101,021 shares; 2025Q4: 105,746 shares; 2026Q1: 120,458 shares; 2026Q2: 132,930 shares 132,930 $6.73M 0.09% +12,472 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: 70,292 shares; 2024Q4: 199,576 shares; 2025Q1: 198,508 shares; 2025Q2: 193,220 shares; 2025Q3: 191,370 shares; 2025Q4: 190,087 shares; 2026Q1: 186,447 shares; 2026Q2: 181,950 shares 181,950 $6.71M 0.09% -4,497 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: 11,758 shares; 2024Q4: 12,405 shares; 2025Q1: 12,612 shares; 2025Q2: 53,713 shares; 2025Q3: 54,784 shares; 2025Q4: 44,435 shares; 2026Q1: 44,350 shares; 2026Q2: 45,603 shares 45,603 $6.68M 0.09% +1,253 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: 4,282 shares; 2024Q4: 4,049 shares; 2025Q1: 4,416 shares; 2025Q2: 5,267 shares; 2025Q3: 5,980 shares; 2025Q4: 9,007 shares; 2026Q1: 10,232 shares; 2026Q2: 11,565 shares 11,565 $6.51M 0.08% +1,333 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61,628 shares; 2025Q1: 70,213 shares; 2025Q2: 130,975 shares; 2025Q3: 131,591 shares; 2025Q4: 132,482 shares; 2026Q1: 143,052 shares; 2026Q2: 160,378 shares 160,378 $6.44M 0.08% +17,326 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,214 shares; 2026Q1: 1,267 shares; 2026Q2: 2,738 shares 2,738 $6.23M 0.08% +1,471 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: 3,572 shares; 2024Q4: 3,674 shares; 2025Q1: 4,831 shares; 2025Q2: 15,876 shares; 2025Q3: 17,347 shares; 2025Q4: 16,690 shares; 2026Q1: 15,259 shares; 2026Q2: 14,581 shares 14,581 $6.06M 0.08% -678 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: 6,991 shares; 2024Q4: 7,380 shares; 2025Q1: 7,529 shares; 2025Q2: 9,564 shares; 2025Q3: 10,325 shares; 2025Q4: 18,030 shares; 2026Q1: 20,029 shares; 2026Q2: 23,887 shares 23,887 $6.01M 0.08% +3,858 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,684 shares; 2024Q4: 119,942 shares; 2025Q1: 115,430 shares; 2025Q2: 107,037 shares; 2025Q3: 107,355 shares; 2025Q4: 107,421 shares; 2026Q1: 105,732 shares; 2026Q2: 105,750 shares 105,750 $5.94M 0.08% +18 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: 8,290 shares; 2024Q4: 6,593 shares; 2025Q1: 9,430 shares; 2025Q2: 26,636 shares; 2025Q3: 27,558 shares; 2025Q4: 27,612 shares; 2026Q1: 28,770 shares; 2026Q2: 27,208 shares 27,208 $5.89M 0.07% -1,562 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: 41,134 shares; 2024Q4: 33,828 shares; 2025Q1: 48,750 shares; 2025Q2: 39,231 shares; 2025Q3: 48,200 shares; 2025Q4: 59,881 shares; 2026Q1: 111,371 shares; 2026Q2: 115,981 shares 115,981 $5.87M 0.07% +4,610 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: 4,137 shares; 2024Q4: 4,238 shares; 2025Q1: 5,029 shares; 2025Q2: 5,488 shares; 2025Q3: 7,023 shares; 2025Q4: 8,016 shares; 2026Q1: 9,389 shares; 2026Q2: 10,091 shares 10,091 $5.86M 0.07% +702 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: 10,918 shares; 2024Q4: 11,444 shares; 2025Q1: 11,691 shares; 2025Q2: 15,048 shares; 2025Q3: 15,221 shares; 2025Q4: 15,380 shares; 2026Q1: 15,794 shares; 2026Q2: 16,447 shares 16,447 $5.8M 0.07% +653 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: not reported; 2024Q4: not reported; 2025Q1: 15,689 shares; 2025Q2: 30,915 shares; 2025Q3: 46,229 shares; 2025Q4: 59,637 shares; 2026Q1: 80,663 shares; 2026Q2: 96,739 shares 96,739 $5.71M 0.07% +16,076 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: 1,810 shares; 2024Q4: 1,987 shares; 2025Q1: 2,642 shares; 2025Q2: 24,567 shares; 2025Q3: 24,803 shares; 2025Q4: 25,332 shares; 2026Q1: 25,770 shares; 2026Q2: 25,305 shares 25,305 $5.58M 0.07% -465 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: 1,044 shares; 2024Q4: 1,264 shares; 2025Q1: 1,613 shares; 2025Q2: 10,897 shares; 2025Q3: 10,882 shares; 2025Q4: 11,138 shares; 2026Q1: 11,029 shares; 2026Q2: 10,858 shares 10,858 $5.58M 0.07% -171 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: 177,105 shares; 2024Q4: 173,986 shares; 2025Q1: 186,897 shares; 2025Q2: 198,592 shares; 2025Q3: 203,749 shares; 2025Q4: 207,156 shares; 2026Q1: 221,134 shares; 2026Q2: 221,578 shares 221,578 $5.25M 0.07% +444 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,450 shares; 2024Q4: 31,931 shares; 2025Q1: 44,405 shares; 2025Q2: 72,913 shares; 2025Q3: 80,816 shares; 2025Q4: 109,056 shares; 2026Q1: 107,826 shares; 2026Q2: 104,452 shares 104,452 $5.11M 0.06% -3,374 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: 13,072 shares; 2024Q4: 12,768 shares; 2025Q1: 14,531 shares; 2025Q2: 15,306 shares; 2025Q3: 14,456 shares; 2025Q4: 26,632 shares; 2026Q1: 26,698 shares; 2026Q2: 26,679 shares 26,679 $5.08M 0.06% -19 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: 17,045 shares; 2024Q4: 24,300 shares; 2025Q1: 20,057 shares; 2025Q2: 21,941 shares; 2025Q3: 21,984 shares; 2025Q4: 21,171 shares; 2026Q1: 24,955 shares; 2026Q2: 27,280 shares 27,280 $5.04M 0.06% +2,325 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: 29,965 shares; 2024Q4: 31,481 shares; 2025Q1: 32,379 shares; 2025Q2: 31,276 shares; 2025Q3: 31,457 shares; 2025Q4: 27,808 shares; 2026Q1: 25,525 shares; 2026Q2: 25,222 shares 25,222 $4.98M 0.06% -303 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,130 shares; 2024Q4: 69,275 shares; 2025Q1: 70,326 shares; 2025Q2: 72,779 shares; 2025Q3: 71,708 shares; 2025Q4: 69,630 shares; 2026Q1: 73,501 shares; 2026Q2: 72,858 shares 72,858 $4.92M 0.06% -643 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: 2,354 shares; 2024Q4: 2,473 shares; 2025Q1: 3,037 shares; 2025Q2: 33,088 shares; 2025Q3: 34,219 shares; 2025Q4: 33,914 shares; 2026Q1: 36,208 shares; 2026Q2: 37,983 shares 37,983 $4.81M 0.06% +1,775 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,798 shares; 2024Q4: 35,057 shares; 2025Q1: 34,738 shares; 2025Q2: 36,120 shares; 2025Q3: 36,192 shares; 2025Q4: 46,776 shares; 2026Q1: 46,724 shares; 2026Q2: 49,127 shares 49,127 $4.55M 0.06% +2,403 Timeline SUSA 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: 29,506 shares; 2025Q2: 30,047 shares; 2025Q3: 30,017 shares; 2025Q4: 29,801 shares; 2026Q1: 28,247 shares; 2026Q2: 28,649 shares 28,649 $4.42M 0.06% +402 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: 69,338 shares; 2024Q4: 113,958 shares; 2025Q1: 124,127 shares; 2025Q2: 130,646 shares; 2025Q3: 128,325 shares; 2025Q4: 153,551 shares; 2026Q1: 138,959 shares; 2026Q2: 156,818 shares 156,818 $4.34M 0.06% +17,859 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,476 shares; 2025Q3: 3,583 shares; 2025Q4: 3,792 shares; 2026Q1: 3,886 shares; 2026Q2: 6,794 shares 6,794 $4.34M 0.06% +2,908 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: 53,411 shares; 2024Q4: 50,916 shares; 2025Q1: 55,717 shares; 2025Q2: 51,419 shares; 2025Q3: 48,380 shares; 2025Q4: 49,769 shares; 2026Q1: 48,649 shares; 2026Q2: 54,122 shares 54,122 $4.22M 0.05% +5,473 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: 5,105 shares; 2024Q4: 6,312 shares; 2025Q1: 5,948 shares; 2025Q2: 27,412 shares; 2025Q3: 28,417 shares; 2025Q4: 27,289 shares; 2026Q1: 26,733 shares; 2026Q2: 27,503 shares 27,503 $3.72M 0.05% +770 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: 32,321 shares; 2024Q4: 21,469 shares; 2025Q1: 21,244 shares; 2025Q2: 23,505 shares; 2025Q3: 22,075 shares; 2025Q4: 21,501 shares; 2026Q1: 23,814 shares; 2026Q2: 26,464 shares 26,464 $3.7M 0.05% +2,650 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: not reported; 2024Q4: 4,136 shares; 2025Q1: 14,849 shares; 2025Q2: 17,575 shares; 2025Q3: 22,570 shares; 2025Q4: 31,114 shares; 2026Q1: 36,036 shares; 2026Q2: 44,177 shares 44,177 $3.65M 0.05% +8,141 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: 11,702 shares; 2024Q4: 12,247 shares; 2025Q1: 16,969 shares; 2025Q2: 25,181 shares; 2025Q3: 26,649 shares; 2025Q4: 30,970 shares; 2026Q1: 29,745 shares; 2026Q2: 30,992 shares 30,992 $3.64M 0.05% +1,247 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: 6,107 shares; 2024Q4: 5,986 shares; 2025Q1: 6,025 shares; 2025Q2: 9,181 shares; 2025Q3: 9,754 shares; 2025Q4: 9,923 shares; 2026Q1: 9,854 shares; 2026Q2: 10,177 shares 10,177 $3.6M 0.05% +323 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: 3,193 shares; 2024Q4: 6,138 shares; 2025Q1: 6,738 shares; 2025Q2: 16,372 shares; 2025Q3: 17,111 shares; 2025Q4: 17,453 shares; 2026Q1: 14,917 shares; 2026Q2: 15,123 shares 15,123 $3.58M 0.05% +206 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: 5,793 shares; 2024Q4: 6,189 shares; 2025Q1: 6,663 shares; 2025Q2: 8,693 shares; 2025Q3: 8,648 shares; 2025Q4: 9,360 shares; 2026Q1: 9,557 shares; 2026Q2: 9,708 shares 9,708 $3.58M 0.05% +151 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,093 shares; 2024Q4: 10,328 shares; 2025Q1: 10,317 shares; 2025Q2: 10,632 shares; 2025Q3: 10,634 shares; 2025Q4: 11,272 shares; 2026Q1: 10,076 shares; 2026Q2: 10,535 shares 10,535 $3.49M 0.04% +459 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: 1,551 shares; 2024Q4: 2,692 shares; 2025Q1: 3,397 shares; 2025Q2: 5,492 shares; 2025Q3: 5,888 shares; 2025Q4: 6,418 shares; 2026Q1: 6,641 shares; 2026Q2: 7,100 shares 7,100 $3.39M 0.04% +459 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,000 shares; 2024Q4: 87,608 shares; 2025Q1: 90,110 shares; 2025Q2: 86,906 shares; 2025Q3: 85,736 shares; 2025Q4: 84,479 shares; 2026Q1: 79,142 shares; 2026Q2: 77,030 shares 77,030 $3.37M 0.04% -2,112 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,511 shares; 2024Q4: 9,988 shares; 2025Q1: 10,769 shares; 2025Q2: 16,295 shares; 2025Q3: 14,412 shares; 2025Q4: 15,229 shares; 2026Q1: 21,051 shares; 2026Q2: 20,431 shares 20,431 $3.34M 0.04% -620 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: 1,709 shares; 2024Q4: 1,965 shares; 2025Q1: 2,822 shares; 2025Q2: 3,375 shares; 2025Q3: 3,677 shares; 2025Q4: 3,476 shares; 2026Q1: 4,045 shares; 2026Q2: 4,587 shares 4,587 $3.32M 0.04% +542 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: 14,535 shares; 2024Q4: 16,276 shares; 2025Q1: 20,052 shares; 2025Q2: 21,765 shares; 2025Q3: 23,096 shares; 2025Q4: 19,751 shares; 2026Q1: 20,294 shares; 2026Q2: 19,798 shares 19,798 $3.28M 0.04% -496 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,788 shares; 2024Q4: 9,281 shares; 2025Q1: 9,328 shares; 2025Q2: 9,677 shares; 2025Q3: 9,373 shares; 2025Q4: 9,544 shares; 2026Q1: 9,278 shares; 2026Q2: 8,433 shares 8,433 $3.15M 0.04% -845 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: 8,385 shares; 2024Q4: 8,981 shares; 2025Q1: 8,317 shares; 2025Q2: 14,680 shares; 2025Q3: 13,900 shares; 2025Q4: 13,368 shares; 2026Q1: 12,987 shares; 2026Q2: 12,811 shares 12,811 $3.11M 0.04% -176 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: 439 shares; 2024Q4: 723 shares; 2025Q1: 737 shares; 2025Q2: 872 shares; 2025Q3: 911 shares; 2025Q4: 929 shares; 2026Q1: 1,239 shares; 2026Q2: 1,510 shares 1,510 $3M 0.04% +271 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,377 shares; 2024Q4: 1,919 shares; 2025Q1: 2,230 shares; 2025Q2: 2,500 shares; 2025Q3: 2,641 shares; 2025Q4: 30,242 shares; 2026Q1: 40,646 shares; 2026Q2: 41,586 shares 41,586 $2.97M 0.04% +940 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,361 shares; 2024Q4: 3,503 shares; 2025Q1: 4,170 shares; 2025Q2: 4,822 shares; 2025Q3: 4,511 shares; 2025Q4: 5,509 shares; 2026Q1: 6,157 shares; 2026Q2: 7,972 shares 7,972 $2.89M 0.04% +1,815 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: 55,561 shares; 2024Q4: 53,493 shares; 2025Q1: 50,686 shares; 2025Q2: 48,521 shares; 2025Q3: 47,160 shares; 2025Q4: 45,367 shares; 2026Q1: 43,326 shares; 2026Q2: 41,710 shares 41,710 $2.85M 0.04% -1,616 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: 21,316 shares; 2024Q4: 19,240 shares; 2025Q1: 19,323 shares; 2025Q2: 20,822 shares; 2025Q3: 20,683 shares; 2025Q4: 17,990 shares; 2026Q1: 18,385 shares; 2026Q2: 19,118 shares 19,118 $2.8M 0.04% +733 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: 3,686 shares; 2024Q4: 3,716 shares; 2025Q1: 3,465 shares; 2025Q2: 5,781 shares; 2025Q3: 5,926 shares; 2025Q4: 9,637 shares; 2026Q1: 9,518 shares; 2026Q2: 9,137 shares 9,137 $2.75M 0.03% -381 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: 8,573 shares; 2024Q4: 8,136 shares; 2025Q1: 8,365 shares; 2025Q2: 5,886 shares; 2025Q3: 5,851 shares; 2025Q4: 7,544 shares; 2026Q1: 7,563 shares; 2026Q2: 7,866 shares 7,866 $2.71M 0.03% +303 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: 27,343 shares; 2024Q4: 90,623 shares; 2025Q1: 89,290 shares; 2025Q2: 80,610 shares; 2025Q3: 79,355 shares; 2025Q4: 79,106 shares; 2026Q1: 77,847 shares; 2026Q2: 77,109 shares 77,109 $2.68M 0.03% -738 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,530 shares; 2024Q4: 216,880 shares; 2025Q1: 235,437 shares; 2025Q2: 195,054 shares; 2025Q3: 169,269 shares; 2025Q4: 142,779 shares; 2026Q1: 134,801 shares; 2026Q2: 130,223 shares 130,223 $2.67M 0.03% -4,578 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: 17,635 shares; 2024Q4: 17,890 shares; 2025Q1: 20,207 shares; 2025Q2: 20,993 shares; 2025Q3: 22,039 shares; 2025Q4: 23,016 shares; 2026Q1: 23,551 shares; 2026Q2: 32,109 shares 32,109 $2.65M 0.03% +8,558 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: 3,935 shares; 2024Q4: 4,404 shares; 2025Q1: 4,147 shares; 2025Q2: 4,328 shares; 2025Q3: 4,021 shares; 2025Q4: 4,059 shares; 2026Q1: 4,038 shares; 2026Q2: 4,938 shares 4,938 $2.52M 0.03% +900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302 shares; 2025Q3: 337 shares; 2025Q4: 392 shares; 2026Q1: 421 shares; 2026Q2: 8,304 shares 8,304 $2.51M 0.03% +7,883 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: 6,621 shares; 2024Q4: 20,947 shares; 2025Q1: 20,527 shares; 2025Q2: 21,506 shares; 2025Q3: 21,501 shares; 2025Q4: 23,346 shares; 2026Q1: 23,484 shares; 2026Q2: 13,842 shares 13,842 $2.5M 0.03% -9,642 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: not reported; 2024Q4: not reported; 2025Q1: 4,731 shares; 2025Q2: 7,696 shares; 2025Q3: 11,225 shares; 2025Q4: 14,316 shares; 2026Q1: 19,121 shares; 2026Q2: 26,456 shares 26,456 $2.5M 0.03% +7,335 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,032 shares; 2024Q4: 5,819 shares; 2025Q1: 8,810 shares; 2025Q2: 9,099 shares; 2025Q3: 9,195 shares; 2025Q4: 6,799 shares; 2026Q1: 9,742 shares; 2026Q2: 9,766 shares 9,766 $2.49M 0.03% +24 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: 6,268 shares; 2024Q4: 6,979 shares; 2025Q1: 8,883 shares; 2025Q2: 23,306 shares; 2025Q3: 23,331 shares; 2025Q4: 23,045 shares; 2026Q1: 24,145 shares; 2026Q2: 27,237 shares 27,237 $2.47M 0.03% +3,092 Timeline MVBF MVB FINL CORP More: the full row for MVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,824 shares; 2024Q4: 84,824 shares; 2025Q1: 84,824 shares; 2025Q2: 84,824 shares; 2025Q3: 84,824 shares; 2025Q4: 84,824 shares; 2026Q1: 84,824 shares; 2026Q2: 84,824 shares 84,824 $2.46M 0.03% 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; 2024Q3: 3,839 shares; 2024Q4: 3,711 shares; 2025Q1: 4,567 shares; 2025Q2: 5,420 shares; 2025Q3: 5,378 shares; 2025Q4: 4,552 shares; 2026Q1: 4,634 shares; 2026Q2: 4,818 shares 4,818 $2.45M 0.03% +184 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,279 shares; 2024Q4: 3,781 shares; 2025Q1: 4,326 shares; 2025Q2: 7,801 shares; 2025Q3: 8,381 shares; 2025Q4: 8,959 shares; 2026Q1: 9,282 shares; 2026Q2: 8,854 shares 8,854 $2.39M 0.03% -428 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: 10,439 shares; 2024Q4: 7,857 shares; 2025Q1: 11,355 shares; 2025Q2: 13,708 shares; 2025Q3: 19,261 shares; 2025Q4: 18,897 shares; 2026Q1: 20,530 shares; 2026Q2: 22,008 shares 22,008 $2.34M 0.03% +1,478 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: 10,277 shares 10,277 $2.3M 0.03% new 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: 28,424 shares; 2024Q4: 31,429 shares; 2025Q1: 34,287 shares; 2025Q2: 41,718 shares; 2025Q3: 44,405 shares; 2025Q4: 38,003 shares; 2026Q1: 38,500 shares; 2026Q2: 40,195 shares 40,195 $2.29M 0.03% +1,695 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: 37,115 shares; 2024Q4: 37,115 shares; 2025Q1: 37,115 shares; 2025Q2: 37,075 shares; 2025Q3: 37,075 shares; 2025Q4: 37,136 shares; 2026Q1: 37,136 shares; 2026Q2: 35,666 shares 35,666 $2.28M 0.03% -1,470 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: 10,236 shares 10,236 $2.26M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 603 shares; 2025Q2: 4,320 shares; 2025Q3: 4,629 shares; 2025Q4: 4,035 shares; 2026Q1: 4,195 shares; 2026Q2: 4,359 shares 4,359 $2.26M 0.03% +164 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: 1,815 shares; 2024Q4: 2,058 shares; 2025Q1: 2,122 shares; 2025Q2: 2,285 shares; 2025Q3: 2,160 shares; 2025Q4: 2,198 shares; 2026Q1: 2,035 shares; 2026Q2: 18,916 shares 18,916 $2.26M 0.03% +16,881 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317 shares; 2024Q4: 314 shares; 2025Q1: 311 shares; 2025Q2: 306 shares; 2025Q3: 308 shares; 2025Q4: 311 shares; 2026Q1: 319 shares; 2026Q2: 331 shares 331 $2.26M 0.03% +12 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: 13,838 shares; 2024Q4: 9,124 shares; 2025Q1: 10,998 shares; 2025Q2: 16,923 shares; 2025Q3: 19,389 shares; 2025Q4: 18,289 shares; 2026Q1: 19,889 shares; 2026Q2: 18,815 shares 18,815 $2.2M 0.03% -1,074 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,220 shares; 2024Q4: 7,592 shares; 2025Q1: 8,502 shares; 2025Q2: 8,930 shares; 2025Q3: 9,204 shares; 2025Q4: 10,145 shares; 2026Q1: 10,871 shares; 2026Q2: 14,358 shares 14,358 $2.18M 0.03% +3,487 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,140 shares; 2024Q4: 26,980 shares; 2025Q1: 24,549 shares; 2025Q2: 24,669 shares; 2025Q3: 24,224 shares; 2025Q4: 23,195 shares; 2026Q1: 23,309 shares; 2026Q2: 21,077 shares 21,077 $2.17M 0.03% -2,232 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: 3,261 shares; 2024Q4: 3,384 shares; 2025Q1: 3,620 shares; 2025Q2: 4,135 shares; 2025Q3: 4,321 shares; 2025Q4: 5,076 shares; 2026Q1: 5,286 shares; 2026Q2: 5,764 shares 5,764 $2.15M 0.03% +478 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: not reported; 2024Q4: 5,027 shares; 2025Q1: 5,334 shares; 2025Q2: 5,519 shares; 2025Q3: 5,451 shares; 2025Q4: 8,522 shares; 2026Q1: 8,242 shares; 2026Q2: 34,758 shares 34,758 $2.15M 0.03% +26,516 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,473 shares; 2024Q4: 17,518 shares; 2025Q1: 19,436 shares; 2025Q2: 20,821 shares; 2025Q3: 22,573 shares; 2025Q4: 12,772 shares; 2026Q1: 12,703 shares; 2026Q2: 13,654 shares 13,654 $2.14M 0.03% +951 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,608 shares; 2024Q4: 1,584 shares; 2025Q1: 1,634 shares; 2025Q2: 1,699 shares; 2025Q3: 1,782 shares; 2025Q4: 1,891 shares; 2026Q1: 1,909 shares; 2026Q2: 4,294 shares 4,294 $2.13M 0.03% +2,385 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: 25,942 shares; 2024Q4: 75,177 shares; 2025Q1: 75,502 shares; 2025Q2: 76,072 shares; 2025Q3: 75,741 shares; 2025Q4: 76,014 shares; 2026Q1: 74,647 shares; 2026Q2: 71,742 shares 71,742 $2.08M 0.03% -2,905 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: 18,157 shares; 2024Q4: 18,442 shares; 2025Q1: 20,800 shares; 2025Q2: 20,787 shares; 2025Q3: 18,930 shares; 2025Q4: 19,626 shares; 2026Q1: 19,352 shares; 2026Q2: 19,267 shares 19,267 $2.07M 0.03% -85 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,618 shares; 2024Q4: 3,664 shares; 2025Q1: 3,639 shares; 2025Q2: 3,704 shares; 2025Q3: 3,848 shares; 2025Q4: 5,106 shares; 2026Q1: 4,763 shares; 2026Q2: 4,742 shares 4,742 $2.02M 0.03% -21 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: 64,021 shares; 2024Q4: 62,311 shares; 2025Q1: 47,266 shares; 2025Q2: 50,617 shares; 2025Q3: 51,012 shares; 2025Q4: 48,451 shares; 2026Q1: 52,685 shares; 2026Q2: 53,341 shares 53,341 $1.99M 0.03% +656 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: 12,835 shares; 2024Q4: 12,442 shares; 2025Q1: 12,500 shares; 2025Q2: 14,056 shares; 2025Q3: 13,909 shares; 2025Q4: 13,855 shares; 2026Q1: 13,824 shares; 2026Q2: 13,434 shares 13,434 $1.98M 0.03% -390 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: 5,196 shares; 2024Q4: 4,877 shares; 2025Q1: 4,757 shares; 2025Q2: 5,865 shares; 2025Q3: 5,941 shares; 2025Q4: 8,082 shares; 2026Q1: 7,562 shares; 2026Q2: 6,905 shares 6,905 $1.94M 0.02% -657 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,551 shares; 2024Q4: 26,020 shares; 2025Q1: 24,527 shares; 2025Q2: 25,237 shares; 2025Q3: 25,264 shares; 2025Q4: 25,420 shares; 2026Q1: 25,221 shares; 2026Q2: 25,201 shares 25,201 $1.91M 0.02% -20 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,337 shares; 2024Q4: 18,184 shares; 2025Q1: 19,273 shares; 2025Q2: 38,351 shares; 2025Q3: 38,661 shares; 2025Q4: 38,996 shares; 2026Q1: 39,561 shares; 2026Q2: 39,135 shares 39,135 $1.89M 0.02% -426 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,711 shares; 2026Q2: 73,393 shares 73,393 $1.81M 0.02% +63,682 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: not reported; 2024Q4: 1,174 shares; 2025Q1: 1,350 shares; 2025Q2: 1,741 shares; 2025Q3: 2,106 shares; 2025Q4: 2,120 shares; 2026Q1: 4,229 shares; 2026Q2: 5,265 shares 5,265 $1.8M 0.02% +1,036 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 14,156 shares; 2025Q1: 14,124 shares; 2025Q2: 15,232 shares; 2025Q3: 14,480 shares; 2025Q4: 16,535 shares; 2026Q1: 16,777 shares; 2026Q2: 17,169 shares 17,169 $1.77M 0.02% +392 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: 1,479 shares; 2024Q4: 1,505 shares; 2025Q1: 2,024 shares; 2025Q2: 2,163 shares; 2025Q3: 2,121 shares; 2025Q4: 2,245 shares; 2026Q1: 2,233 shares; 2026Q2: 4,428 shares 4,428 $1.76M 0.02% +2,195 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: 16,652 shares; 2024Q4: 35,854 shares; 2025Q1: 33,082 shares; 2025Q2: 31,853 shares; 2025Q3: 32,321 shares; 2025Q4: 34,239 shares; 2026Q1: 33,025 shares; 2026Q2: 23,753 shares 23,753 $1.71M 0.02% -9,272 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: 11,681 shares; 2024Q4: 11,424 shares; 2025Q1: 11,578 shares; 2025Q2: 11,513 shares; 2025Q3: 11,303 shares; 2025Q4: 11,443 shares; 2026Q1: 11,352 shares; 2026Q2: 10,360 shares 10,360 $1.71M 0.02% -992 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: 11,585 shares; 2024Q4: 12,720 shares; 2025Q1: 12,305 shares; 2025Q2: 15,284 shares; 2025Q3: 14,834 shares; 2025Q4: 16,734 shares; 2026Q1: 16,541 shares; 2026Q2: 17,380 shares 17,380 $1.67M 0.02% +839 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: 5,638 shares; 2024Q4: 5,635 shares; 2025Q1: 5,771 shares; 2025Q2: 10,088 shares; 2025Q3: 10,515 shares; 2025Q4: 10,790 shares; 2026Q1: 13,694 shares; 2026Q2: 14,205 shares 14,205 $1.67M 0.02% +511 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,501 shares; 2024Q4: 18,447 shares; 2025Q1: 17,181 shares; 2025Q2: 17,307 shares; 2025Q3: 16,679 shares; 2025Q4: 16,287 shares; 2026Q1: 16,298 shares; 2026Q2: 15,083 shares 15,083 $1.67M 0.02% -1,215 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 581 shares; 2025Q1: 829 shares; 2025Q2: 2,891 shares; 2025Q3: 3,330 shares; 2025Q4: 3,110 shares; 2026Q1: 2,906 shares; 2026Q2: 3,310 shares 3,310 $1.64M 0.02% +404 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: 503 shares; 2024Q4: 590 shares; 2025Q1: 745 shares; 2025Q2: 1,254 shares; 2025Q3: 1,272 shares; 2025Q4: 1,520 shares; 2026Q1: 1,475 shares; 2026Q2: 1,607 shares 1,607 $1.63M 0.02% +132 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,706 shares; 2024Q4: 8,921 shares; 2025Q1: 10,337 shares; 2025Q2: 10,331 shares; 2025Q3: 14,764 shares; 2025Q4: 16,474 shares; 2026Q1: 17,084 shares; 2026Q2: 17,536 shares 17,536 $1.61M 0.02% +452 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: 3,210 shares; 2024Q4: 4,014 shares; 2025Q1: 10,312 shares; 2025Q2: 11,486 shares; 2025Q3: 11,639 shares; 2025Q4: 12,385 shares; 2026Q1: 15,153 shares; 2026Q2: 15,378 shares 15,378 $1.57M 0.02% +225 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: 1,926 shares; 2025Q1: 2,692 shares; 2025Q2: 4,251 shares; 2025Q3: 4,333 shares; 2025Q4: 5,665 shares; 2026Q1: 5,928 shares; 2026Q2: 9,171 shares 9,171 $1.56M 0.02% +3,243 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 694 shares; 2025Q3: 740 shares; 2025Q4: 1,144 shares; 2026Q1: 1,194 shares; 2026Q2: 1,303 shares 1,303 $1.53M 0.02% +109 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,499 shares; 2025Q3: 13,499 shares; 2025Q4: 13,499 shares; 2026Q1: 13,499 shares; 2026Q2: 13,499 shares 13,499 $1.47M 0.02% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,906 shares; 2024Q4: 23,478 shares; 2025Q1: 20,365 shares; 2025Q2: 22,460 shares; 2025Q3: 21,668 shares; 2025Q4: 22,529 shares; 2026Q1: 22,161 shares; 2026Q2: 18,652 shares 18,652 $1.47M 0.02% -3,509 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,487 shares; 2024Q4: 19,545 shares; 2025Q1: 19,579 shares; 2025Q2: 28,222 shares; 2025Q3: 27,721 shares; 2025Q4: 27,760 shares; 2026Q1: 27,855 shares; 2026Q2: 27,754 shares 27,754 $1.43M 0.02% -101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,329 shares; 2025Q3: 5,914 shares; 2025Q4: 7,221 shares; 2026Q1: 8,693 shares; 2026Q2: 10,242 shares 10,242 $1.43M 0.02% +1,549 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: 9,755 shares; 2024Q4: 5,663 shares; 2025Q1: 8,081 shares; 2025Q2: 9,666 shares; 2025Q3: 9,776 shares; 2025Q4: 14,384 shares; 2026Q1: 15,287 shares; 2026Q2: 17,450 shares 17,450 $1.42M 0.02% +2,163 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: 5,480 shares; 2024Q4: 5,487 shares; 2025Q1: 9,274 shares; 2025Q2: 9,737 shares; 2025Q3: 9,985 shares; 2025Q4: 14,934 shares; 2026Q1: 15,571 shares; 2026Q2: 15,319 shares 15,319 $1.41M 0.02% -252 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: 1,687 shares; 2024Q4: 2,060 shares; 2025Q1: 2,676 shares; 2025Q2: 3,541 shares; 2025Q3: 3,502 shares; 2025Q4: 3,722 shares; 2026Q1: 3,846 shares; 2026Q2: 4,175 shares 4,175 $1.41M 0.02% +329 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: 5,661 shares; 2024Q4: 6,397 shares; 2025Q1: 6,545 shares; 2025Q2: 7,028 shares; 2025Q3: 8,325 shares; 2025Q4: 9,009 shares; 2026Q1: 10,176 shares; 2026Q2: 10,237 shares 10,237 $1.41M 0.02% +61 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,110 shares; 2025Q4: 3,332 shares; 2026Q1: 3,550 shares; 2026Q2: 4,714 shares 4,714 $1.4M 0.02% +1,164 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,436 shares; 2025Q1: 2,949 shares; 2025Q2: 3,462 shares; 2025Q3: 3,868 shares; 2025Q4: 4,322 shares; 2026Q1: 4,970 shares; 2026Q2: 12,248 shares 12,248 $1.4M 0.02% +7,278 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: 669 shares; 2025Q1: 924 shares; 2025Q2: 891 shares; 2025Q3: 1,034 shares; 2025Q4: 1,111 shares; 2026Q1: 1,449 shares; 2026Q2: 1,831 shares 1,831 $1.4M 0.02% +382 Timeline MUNI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,020 shares; 2025Q3: 21,570 shares; 2025Q4: 21,951 shares; 2026Q1: 21,951 shares; 2026Q2: 26,553 shares 26,553 $1.4M 0.02% +4,602 Timeline MDYV 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: 17,665 shares; 2024Q4: 17,272 shares; 2025Q1: 16,674 shares; 2025Q2: 15,347 shares; 2025Q3: 15,153 shares; 2025Q4: 14,274 shares; 2026Q1: 14,424 shares; 2026Q2: 14,433 shares 14,433 $1.37M 0.02% +9 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: 4,175 shares; 2024Q4: 4,205 shares; 2025Q1: 4,247 shares; 2025Q2: 4,523 shares; 2025Q3: 4,476 shares; 2025Q4: 4,758 shares; 2026Q1: 5,018 shares; 2026Q2: 5,522 shares 5,522 $1.36M 0.02% +504 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: not reported; 2024Q4: 1,994 shares; 2025Q1: 2,505 shares; 2025Q2: 3,389 shares; 2025Q3: 3,761 shares; 2025Q4: 4,647 shares; 2026Q1: 5,010 shares; 2026Q2: 6,502 shares 6,502 $1.36M 0.02% +1,492 Timeline SHYD 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: 11,524 shares; 2025Q3: 57,081 shares; 2025Q4: 57,081 shares; 2026Q1: 57,081 shares; 2026Q2: 57,081 shares 57,081 $1.31M 0.02% 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: 5,270 shares; 2024Q4: 7,808 shares; 2025Q1: 9,174 shares; 2025Q2: 12,437 shares; 2025Q3: 12,317 shares; 2025Q4: 14,944 shares; 2026Q1: 20,175 shares; 2026Q2: 22,483 shares 22,483 $1.3M 0.02% +2,308 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: 8,395 shares; 2025Q1: 10,825 shares; 2025Q2: 25,310 shares; 2025Q3: 21,536 shares; 2025Q4: 21,409 shares; 2026Q1: 21,550 shares; 2026Q2: 21,031 shares 21,031 $1.29M 0.02% -519 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,106 shares; 2025Q4: 1,201 shares; 2026Q1: 1,222 shares; 2026Q2: 1,321 shares 1,321 $1.27M 0.02% +99 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,323 shares; 2024Q4: 13,299 shares; 2025Q1: 13,893 shares; 2025Q2: 22,821 shares; 2025Q3: 22,857 shares; 2025Q4: 25,423 shares; 2026Q1: 25,127 shares; 2026Q2: 23,082 shares 23,082 $1.26M 0.02% -2,045 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: 4,408 shares; 2024Q4: 4,366 shares; 2025Q1: 4,249 shares; 2025Q2: 4,336 shares; 2025Q3: 4,329 shares; 2025Q4: 4,527 shares; 2026Q1: 4,488 shares; 2026Q2: 4,898 shares 4,898 $1.25M 0.02% +410 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: 5,127 shares; 2024Q4: 5,056 shares; 2025Q1: 7,942 shares; 2025Q2: 10,327 shares; 2025Q3: 9,950 shares; 2025Q4: 10,897 shares; 2026Q1: 12,629 shares; 2026Q2: 13,495 shares 13,495 $1.24M 0.02% +866 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,982 shares; 2024Q4: 11,274 shares; 2025Q1: 9,657 shares; 2025Q2: 9,750 shares; 2025Q3: 9,295 shares; 2025Q4: 9,826 shares; 2026Q1: 8,271 shares; 2026Q2: 7,877 shares 7,877 $1.22M 0.02% -394 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: 12,730 shares; 2024Q4: 10,815 shares; 2025Q1: 16,311 shares; 2025Q2: 24,610 shares; 2025Q3: 24,766 shares; 2025Q4: 23,023 shares; 2026Q1: 25,853 shares; 2026Q2: 28,507 shares 28,507 $1.21M 0.02% +2,654 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: 12,770 shares; 2024Q4: 12,919 shares; 2025Q1: 11,302 shares; 2025Q2: 11,438 shares; 2025Q3: 11,282 shares; 2025Q4: 11,205 shares; 2026Q1: 12,377 shares; 2026Q2: 12,317 shares 12,317 $1.19M 0.02% -60 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,641 shares; 2024Q4: 8,547 shares; 2025Q1: 8,702 shares; 2025Q2: 9,197 shares; 2025Q3: 10,143 shares; 2025Q4: 10,705 shares; 2026Q1: 10,685 shares; 2026Q2: 10,713 shares 10,713 $1.18M 0.02% +28 Timeline MDYG 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: 13,557 shares; 2024Q4: 13,184 shares; 2025Q1: 12,783 shares; 2025Q2: 11,935 shares; 2025Q3: 11,763 shares; 2025Q4: 10,352 shares; 2026Q1: 10,358 shares; 2026Q2: 10,378 shares 10,378 $1.16M 0.01% +20 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: not reported; 2024Q4: 5,205 shares; 2025Q1: 5,006 shares; 2025Q2: 8,112 shares; 2025Q3: 10,725 shares; 2025Q4: 9,749 shares; 2026Q1: 8,998 shares; 2026Q2: 13,593 shares 13,593 $1.16M 0.01% +4,595 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: 17,833 shares; 2024Q4: 17,859 shares; 2025Q1: 17,883 shares; 2025Q2: 17,911 shares; 2025Q3: 18,501 shares; 2025Q4: 18,522 shares; 2026Q1: 20,302 shares; 2026Q2: 20,938 shares 20,938 $1.15M 0.01% +636 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,217 shares; 2024Q4: 4,216 shares; 2025Q1: 4,242 shares; 2025Q2: 4,371 shares; 2025Q3: 4,419 shares; 2025Q4: 4,575 shares; 2026Q1: 4,742 shares; 2026Q2: 4,708 shares 4,708 $1.12M 0.01% -34 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011 shares; 2024Q4: 1,089 shares; 2025Q1: 1,699 shares; 2025Q2: 2,732 shares; 2025Q3: 2,619 shares; 2025Q4: 3,253 shares; 2026Q1: 2,845 shares; 2026Q2: 7,247 shares 7,247 $1.12M 0.01% +4,402 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,232 shares; 2025Q3: 3,959 shares; 2025Q4: 7,699 shares; 2026Q1: 8,593 shares; 2026Q2: 13,275 shares 13,275 $1.09M 0.01% +4,682 Timeline BWX 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: 41,559 shares; 2024Q4: 45,106 shares; 2025Q1: 51,125 shares; 2025Q2: 48,524 shares; 2025Q3: 50,399 shares; 2025Q4: 49,432 shares; 2026Q1: 50,552 shares; 2026Q2: 50,436 shares 50,436 $1.09M 0.01% -116 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,359 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,028 shares; 2026Q2: 20,557 shares 20,557 $1.09M 0.01% +8,529 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: not reported; 2024Q4: not reported; 2025Q1: 3,216 shares; 2025Q2: 8,596 shares; 2025Q3: 11,322 shares; 2025Q4: 10,671 shares; 2026Q1: 11,267 shares; 2026Q2: 12,207 shares 12,207 $1.07M 0.01% +940 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 934 shares; 2025Q4: 2,161 shares; 2026Q1: 2,581 shares; 2026Q2: 3,118 shares 3,118 $1.06M 0.01% +537 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: 629 shares; 2024Q4: 1,055 shares; 2025Q1: 2,178 shares; 2025Q2: 2,819 shares; 2025Q3: 2,979 shares; 2025Q4: 2,776 shares; 2026Q1: 2,927 shares; 2026Q2: 3,344 shares 3,344 $1.05M 0.01% +417 Timeline XLY 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: 3,855 shares; 2024Q4: 4,041 shares; 2025Q1: 4,584 shares; 2025Q2: 5,110 shares; 2025Q3: 5,007 shares; 2025Q4: 8,943 shares; 2026Q1: 8,887 shares; 2026Q2: 8,919 shares 8,919 $1.05M 0.01% +32 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: not reported; 2024Q4: 832 shares; 2025Q1: 1,050 shares; 2025Q2: 2,156 shares; 2025Q3: 2,331 shares; 2025Q4: 2,723 shares; 2026Q1: 2,920 shares; 2026Q2: 3,158 shares 3,158 $1.04M 0.01% +238 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 620 shares; 2025Q1: 547 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 1,512 shares; 2026Q1: 1,491 shares; 2026Q2: 1,474 shares 1,474 $1.04M 0.01% -17 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: 20,463 shares; 2024Q4: 22,896 shares; 2025Q1: 29,463 shares; 2025Q2: 41,861 shares; 2025Q3: 40,402 shares; 2025Q4: 43,124 shares; 2026Q1: 48,988 shares; 2026Q2: 50,057 shares 50,057 $1.04M 0.01% +1,069 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,867 shares; 2025Q3: 3,009 shares; 2025Q4: 3,365 shares; 2026Q1: 3,497 shares; 2026Q2: 3,787 shares 3,787 $1.03M 0.01% +290 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,527 shares; 2024Q4: 8,318 shares; 2025Q1: 7,819 shares; 2025Q2: 12,928 shares; 2025Q3: 12,947 shares; 2025Q4: 13,256 shares; 2026Q1: 12,536 shares; 2026Q2: 12,517 shares 12,517 $1.03M 0.01% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 332 shares; 2025Q3: 394 shares; 2025Q4: 782 shares; 2026Q1: 822 shares; 2026Q2: 1,041 shares 1,041 $1.02M 0.01% +219 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: 2,215 shares; 2024Q4: 1,878 shares; 2025Q1: 1,973 shares; 2025Q2: 2,749 shares; 2025Q3: 2,698 shares; 2025Q4: 2,975 shares; 2026Q1: 2,465 shares; 2026Q2: 2,625 shares 2,625 $1.02M 0.01% +160 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,940 shares; 2024Q4: 10,185 shares; 2025Q1: 10,128 shares; 2025Q2: 11,289 shares; 2025Q3: 9,978 shares; 2025Q4: 9,866 shares; 2026Q1: 10,234 shares; 2026Q2: 9,923 shares 9,923 $1.02M 0.01% -311 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: not reported; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 156 shares; 2025Q3: 170 shares; 2025Q4: 183 shares; 2026Q1: 190 shares; 2026Q2: 5,688 shares 5,688 $1.01M 0.01% +5,498 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: 3,915 shares; 2024Q4: 4,717 shares; 2025Q1: 4,635 shares; 2025Q2: 4,263 shares; 2025Q3: 4,438 shares; 2025Q4: 4,242 shares; 2026Q1: 3,420 shares; 2026Q2: 3,284 shares 3,284 $1.01M 0.01% -136 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: not reported; 2024Q4: 2,546 shares; 2025Q1: 3,473 shares; 2025Q2: 4,640 shares; 2025Q3: 4,913 shares; 2025Q4: 6,282 shares; 2026Q1: 6,973 shares; 2026Q2: 7,775 shares 7,775 $982K 0.01% +802 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: 2,295 shares; 2024Q4: 2,250 shares; 2025Q1: 2,582 shares; 2025Q2: 3,300 shares; 2025Q3: 3,177 shares; 2025Q4: 3,113 shares; 2026Q1: 3,311 shares; 2026Q2: 3,292 shares 3,292 $981K 0.01% -19 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: 772 shares; 2024Q4: 785 shares; 2025Q1: 796 shares; 2025Q2: 1,074 shares; 2025Q3: 1,092 shares; 2025Q4: 1,247 shares; 2026Q1: 1,713 shares; 2026Q2: 1,997 shares 1,997 $981K 0.01% +284 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,317 shares; 2025Q1: 6,669 shares; 2025Q2: 8,544 shares; 2025Q3: 11,357 shares; 2025Q4: 11,939 shares; 2026Q1: 12,526 shares; 2026Q2: 13,166 shares 13,166 $950K 0.01% +640 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 754 shares; 2025Q3: 843 shares; 2025Q4: 994 shares; 2026Q1: 1,138 shares; 2026Q2: 1,325 shares 1,325 $945K 0.01% +187 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,447 shares; 2025Q2: 4,359 shares; 2025Q3: 5,125 shares; 2025Q4: 5,545 shares; 2026Q1: 6,305 shares; 2026Q2: 6,147 shares 6,147 $944K 0.01% -158 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,572 shares; 2024Q4: 2,665 shares; 2025Q1: 3,124 shares; 2025Q2: 5,294 shares; 2025Q3: 6,357 shares; 2025Q4: 6,285 shares; 2026Q1: 7,962 shares; 2026Q2: 9,781 shares 9,781 $936K 0.01% +1,819 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,548 shares; 2024Q4: 4,030 shares; 2025Q1: 4,366 shares; 2025Q2: 5,745 shares; 2025Q3: 5,828 shares; 2025Q4: 6,978 shares; 2026Q1: 7,887 shares; 2026Q2: 8,978 shares 8,978 $933K 0.01% +1,091 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: 4,839 shares; 2024Q4: 23,570 shares; 2025Q1: 27,601 shares; 2025Q2: 24,883 shares; 2025Q3: 26,164 shares; 2025Q4: 26,873 shares; 2026Q1: 26,633 shares; 2026Q2: 27,214 shares 27,214 $921K 0.01% +581 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,785 shares; 2026Q2: 2,781 shares 2,781 $919K 0.01% -4 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,731 shares; 2025Q3: 14,567 shares; 2025Q4: 14,571 shares; 2026Q1: 14,574 shares; 2026Q2: 14,639 shares 14,639 $915K 0.01% +65 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,876 shares; 2024Q4: not reported; 2025Q1: 2,377 shares; 2025Q2: 2,566 shares; 2025Q3: 2,907 shares; 2025Q4: 4,329 shares; 2026Q1: 4,596 shares; 2026Q2: 5,075 shares 5,075 $884K 0.01% +479 Timeline VFH 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: 3,778 shares; 2024Q4: 3,986 shares; 2025Q1: 5,261 shares; 2025Q2: 6,537 shares; 2025Q3: 6,537 shares; 2025Q4: 6,696 shares; 2026Q1: 6,696 shares; 2026Q2: 6,640 shares 6,640 $874K 0.01% -56 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: not reported; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: 1,392 shares; 2025Q3: 1,519 shares; 2025Q4: 1,520 shares; 2026Q1: 1,847 shares; 2026Q2: 2,048 shares 2,048 $873K 0.01% +201 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: 1,388 shares; 2024Q4: 1,383 shares; 2025Q1: 1,526 shares; 2025Q2: 1,864 shares; 2025Q3: 1,832 shares; 2025Q4: 2,102 shares; 2026Q1: 2,467 shares; 2026Q2: 2,765 shares 2,765 $866K 0.01% +298 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: 722 shares; 2024Q4: 784 shares; 2025Q1: 856 shares; 2025Q2: 993 shares; 2025Q3: 1,194 shares; 2025Q4: 5,961 shares; 2026Q1: 7,383 shares; 2026Q2: 8,620 shares 8,620 $856K 0.01% +1,237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,562 shares; 2026Q1: 24,621 shares; 2026Q2: 33,960 shares 33,960 $851K 0.01% +9,339 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,689 shares; 2025Q2: 7,415 shares; 2025Q3: 7,069 shares; 2025Q4: 7,101 shares; 2026Q1: 9,278 shares; 2026Q2: 9,400 shares 9,400 $832K 0.01% +122 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,246 shares; 2024Q4: 21,270 shares; 2025Q1: 21,296 shares; 2025Q2: 21,944 shares; 2025Q3: 22,847 shares; 2025Q4: 23,567 shares; 2026Q1: 22,591 shares; 2026Q2: 18,889 shares 18,889 $826K 0.01% -3,702 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: not reported; 2026Q1: 6,717 shares; 2026Q2: 6,954 shares 6,954 $823K 0.01% +237 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: 1,643 shares; 2024Q4: 1,655 shares; 2025Q1: 1,147 shares; 2025Q2: 2,631 shares; 2025Q3: 2,809 shares; 2025Q4: 3,191 shares; 2026Q1: 2,946 shares; 2026Q2: 3,649 shares 3,649 $813K 0.01% +703 Timeline XLC 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: 5,949 shares; 2024Q4: 6,998 shares; 2025Q1: 7,300 shares; 2025Q2: 7,687 shares; 2025Q3: 7,738 shares; 2025Q4: 7,975 shares; 2026Q1: 7,516 shares; 2026Q2: 7,550 shares 7,550 $809K 0.01% +34 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,306 shares; 2025Q2: 12,410 shares; 2025Q3: 12,440 shares; 2025Q4: 12,622 shares; 2026Q1: 11,580 shares; 2026Q2: 11,596 shares 11,596 $806K 0.01% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,501 shares; 2025Q3: 5,281 shares; 2025Q4: 4,373 shares; 2026Q1: 9,922 shares; 2026Q2: 16,779 shares 16,779 $804K 0.01% +6,857 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,670 shares; 2025Q3: 14,678 shares; 2025Q4: 16,099 shares; 2026Q1: 16,697 shares; 2026Q2: 21,656 shares 21,656 $800K 0.01% +4,959 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,152 shares; 2025Q3: 29,696 shares; 2025Q4: 30,131 shares; 2026Q1: 31,575 shares; 2026Q2: 32,225 shares 32,225 $781K 0.01% +650 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: 767 shares; 2024Q4: 792 shares; 2025Q1: 1,010 shares; 2025Q2: 1,108 shares; 2025Q3: 1,130 shares; 2025Q4: 1,099 shares; 2026Q1: 1,121 shares; 2026Q2: 1,030 shares 1,030 $778K 0.01% -91 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,936 shares; 2025Q3: 29,578 shares; 2025Q4: 29,591 shares; 2026Q1: 29,591 shares; 2026Q2: 30,564 shares 30,564 $778K 0.01% +973 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: 10,735 shares; 2024Q4: 10,331 shares; 2025Q1: 10,349 shares; 2025Q2: 9,914 shares; 2025Q3: 9,951 shares; 2025Q4: 9,199 shares; 2026Q1: 9,219 shares; 2026Q2: 9,266 shares 9,266 $763K 0.01% +47 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: 6,469 shares; 2024Q4: 6,988 shares; 2025Q1: 7,528 shares; 2025Q2: 7,815 shares; 2025Q3: 8,492 shares; 2025Q4: 9,416 shares; 2026Q1: 10,924 shares; 2026Q2: 12,604 shares 12,604 $761K 0.01% +1,680 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: 4,602 shares; 2024Q4: 4,809 shares; 2025Q1: 4,390 shares; 2025Q2: 5,989 shares; 2025Q3: 5,323 shares; 2025Q4: 5,331 shares; 2026Q1: 5,280 shares; 2026Q2: 5,191 shares 5,191 $760K 0.01% -89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,248 shares; 2025Q3: 12,195 shares; 2025Q4: 12,747 shares; 2026Q1: 14,276 shares; 2026Q2: 13,389 shares 13,389 $756K 0.01% -887 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,137 shares; 2025Q2: 10,890 shares; 2025Q3: 10,909 shares; 2025Q4: not reported; 2026Q1: 6,269 shares; 2026Q2: 6,239 shares 6,239 $749K 0.01% -30 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: 8,765 shares; 2024Q4: 8,437 shares; 2025Q1: 6,871 shares; 2025Q2: 12,407 shares; 2025Q3: 12,420 shares; 2025Q4: 12,473 shares; 2026Q1: 12,341 shares; 2026Q2: 13,781 shares 13,781 $739K 0.01% +1,440 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,132 shares; 2026Q1: 28,946 shares; 2026Q2: 30,206 shares 30,206 $732K 0.01% +1,260 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 81,676 shares; 2026Q1: 80,691 shares; 2026Q2: 5,706 shares 5,706 $731K 0.01% -74,985 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,052 shares; 2024Q4: 4,962 shares; 2025Q1: 5,157 shares; 2025Q2: 5,512 shares; 2025Q3: 5,475 shares; 2025Q4: 5,585 shares; 2026Q1: 5,471 shares; 2026Q2: 5,339 shares 5,339 $730K 0.01% -132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,059 shares; 2025Q4: 1,074 shares; 2026Q1: 1,115 shares; 2026Q2: 1,146 shares 1,146 $727K 0.01% +31 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: not reported; 2024Q4: not reported; 2025Q1: 3,013 shares; 2025Q2: 6,529 shares; 2025Q3: 6,609 shares; 2025Q4: 6,986 shares; 2026Q1: 7,188 shares; 2026Q2: 7,016 shares 7,016 $726K 0.01% -172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,337 shares; 2026Q1: 5,668 shares; 2026Q2: 5,962 shares 5,962 $724K 0.01% +294 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 721 shares; 2025Q4: 971 shares; 2026Q1: 1,109 shares; 2026Q2: 1,103 shares 1,103 $723K 0.01% -6 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 6,130 shares; 2026Q2: 6,452 shares 6,452 $721K 0.01% +322 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: 910 shares; 2024Q4: 1,369 shares; 2025Q1: 1,833 shares; 2025Q2: 1,920 shares; 2025Q3: 2,268 shares; 2025Q4: 1,938 shares; 2026Q1: 2,526 shares; 2026Q2: 4,585 shares 4,585 $718K 0.01% +2,059 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: 1,407 shares; 2024Q4: 1,483 shares; 2025Q1: 1,404 shares; 2025Q2: 1,586 shares; 2025Q3: 1,666 shares; 2025Q4: 2,268 shares; 2026Q1: 2,313 shares; 2026Q2: 2,467 shares 2,467 $717K 0.01% +154 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 3,436 shares; 2025Q1: not reported; 2025Q2: 3,436 shares; 2025Q3: 3,436 shares; 2025Q4: 6,872 shares; 2026Q1: 6,872 shares; 2026Q2: 6,872 shares 6,872 $716K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,117 shares; 2025Q1: 1,144 shares; 2025Q2: 1,072 shares; 2025Q3: 1,325 shares; 2025Q4: 1,407 shares; 2026Q1: 1,437 shares; 2026Q2: 1,413 shares 1,413 $708K 0.01% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,511 shares; 2025Q3: 2,645 shares; 2025Q4: 3,343 shares; 2026Q1: 4,010 shares; 2026Q2: 4,515 shares 4,515 $708K 0.01% +505 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 7,276 shares; 2025Q4: 7,276 shares; 2026Q1: 7,740 shares; 2026Q2: 7,875 shares 7,875 $707K 0.01% +135 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,828 shares; 2024Q4: 3,707 shares; 2025Q1: 3,727 shares; 2025Q2: 4,313 shares; 2025Q3: 4,307 shares; 2025Q4: 4,280 shares; 2026Q1: 4,216 shares; 2026Q2: 4,322 shares 4,322 $702K 0.01% +106 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: 2,450 shares; 2024Q4: 1,602 shares; 2025Q1: 2,880 shares; 2025Q2: 3,263 shares; 2025Q3: 3,508 shares; 2025Q4: 3,453 shares; 2026Q1: 3,238 shares; 2026Q2: 4,330 shares 4,330 $701K 0.01% +1,092 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: not reported; 2024Q4: not reported; 2025Q1: 8,463 shares; 2025Q2: 9,058 shares; 2025Q3: 10,070 shares; 2025Q4: 9,732 shares; 2026Q1: 9,157 shares; 2026Q2: 9,149 shares 9,149 $700K 0.01% -8 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: not reported; 2024Q4: 1,133 shares; 2025Q1: 1,244 shares; 2025Q2: 1,210 shares; 2025Q3: 1,330 shares; 2025Q4: 1,850 shares; 2026Q1: 2,309 shares; 2026Q2: 2,936 shares 2,936 $699K 0.01% +627 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: not reported; 2024Q4: not reported; 2025Q1: 8,974 shares; 2025Q2: 14,110 shares; 2025Q3: 15,055 shares; 2025Q4: 17,946 shares; 2026Q1: 17,405 shares; 2026Q2: 18,817 shares 18,817 $697K 0.01% +1,412 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: 2,205 shares; 2024Q4: 2,399 shares; 2025Q1: 2,621 shares; 2025Q2: 2,770 shares; 2025Q3: 2,828 shares; 2025Q4: 2,674 shares; 2026Q1: 2,611 shares; 2026Q2: 2,473 shares 2,473 $695K 0.01% -138 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,858 shares; 2025Q1: not reported; 2025Q2: 11,934 shares; 2025Q3: 13,067 shares; 2025Q4: 13,969 shares; 2026Q1: 14,365 shares; 2026Q2: 14,615 shares 14,615 $695K 0.01% +250 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,124 shares; 2025Q2: 13,183 shares; 2025Q3: 14,123 shares; 2025Q4: 14,054 shares; 2026Q1: 13,507 shares; 2026Q2: 13,629 shares 13,629 $695K 0.01% +122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,140 shares; 2026Q1: 3,933 shares; 2026Q2: 5,113 shares 5,113 $693K 0.01% +1,180 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,477 shares; 2026Q2: 2,062 shares 2,062 $690K 0.01% +585 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,718 shares; 2026Q1: 1,779 shares; 2026Q2: 1,852 shares 1,852 $686K 0.01% +73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,987 shares; 2026Q1: 3,885 shares; 2026Q2: 6,199 shares 6,199 $686K 0.01% +2,314 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,350 shares; 2025Q4: 13,400 shares; 2026Q1: 13,400 shares; 2026Q2: 13,500 shares 13,500 $684K 0.01% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,868 shares; 2026Q1: 2,246 shares; 2026Q2: 3,110 shares 3,110 $679K 0.01% +864 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: 3,005 shares; 2024Q4: 3,034 shares; 2025Q1: 3,091 shares; 2025Q2: 4,063 shares; 2025Q3: 3,984 shares; 2025Q4: 4,601 shares; 2026Q1: 5,344 shares; 2026Q2: 6,824 shares 6,824 $671K 0.01% +1,480 Timeline DUSB 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: 5,265 shares; 2025Q1: 10,795 shares; 2025Q2: 10,754 shares; 2025Q3: 10,760 shares; 2025Q4: 8,737 shares; 2026Q1: 11,664 shares; 2026Q2: 13,202 shares 13,202 $670K 0.01% +1,538 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,391 shares; 2025Q3: 4,852 shares; 2025Q4: 5,124 shares; 2026Q1: 5,201 shares; 2026Q2: 5,687 shares 5,687 $669K 0.01% +486 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: 4,731 shares; 2024Q4: 4,731 shares; 2025Q1: 4,731 shares; 2025Q2: 5,256 shares; 2025Q3: 5,293 shares; 2025Q4: 5,293 shares; 2026Q1: 5,457 shares; 2026Q2: 5,656 shares 5,656 $665K 0.01% +199 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,669 shares; 2025Q3: 27,329 shares; 2025Q4: 27,714 shares; 2026Q1: 28,854 shares; 2026Q2: 28,950 shares 28,950 $663K 0.01% +96 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 11,521 shares; 2026Q1: 17,944 shares; 2026Q2: 24,663 shares 24,663 $662K 0.01% +6,719 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: not reported; 2024Q4: not reported; 2025Q1: 4,934 shares; 2025Q2: 6,535 shares; 2025Q3: 7,300 shares; 2025Q4: 5,518 shares; 2026Q1: 6,845 shares; 2026Q2: 8,467 shares 8,467 $656K 0.01% +1,622 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: 6,772 shares; 2024Q4: 6,464 shares; 2025Q1: 5,833 shares; 2025Q2: 7,096 shares; 2025Q3: 7,559 shares; 2025Q4: 5,646 shares; 2026Q1: 5,537 shares; 2026Q2: 5,473 shares 5,473 $651K 0.01% -64 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,727 shares; 2024Q4: 11,375 shares; 2025Q1: 12,157 shares; 2025Q2: 12,210 shares; 2025Q3: 12,440 shares; 2025Q4: 10,743 shares; 2026Q1: 10,782 shares; 2026Q2: 12,606 shares 12,606 $644K 0.01% +1,824 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,288 shares; 2025Q4: 5,344 shares; 2026Q1: 5,784 shares; 2026Q2: 6,762 shares 6,762 $642K 0.01% +978 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,024 shares; 2025Q1: 14,369 shares; 2025Q2: 14,925 shares; 2025Q3: 16,449 shares; 2025Q4: 19,892 shares; 2026Q1: 18,999 shares; 2026Q2: 19,255 shares 19,255 $641K 0.01% +256 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,478 shares; 2024Q4: 2,408 shares; 2025Q1: 2,339 shares; 2025Q2: 6,567 shares; 2025Q3: 6,567 shares; 2025Q4: 6,212 shares; 2026Q1: 6,251 shares; 2026Q2: 6,201 shares 6,201 $634K 0.01% -50 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: not reported; 2024Q4: not reported; 2025Q1: 2,185 shares; 2025Q2: 2,984 shares; 2025Q3: 3,384 shares; 2025Q4: 3,336 shares; 2026Q1: 3,648 shares; 2026Q2: 4,387 shares 4,387 $628K 0.01% +739 Timeline JPMB 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: 14,389 shares; 2024Q4: 15,499 shares; 2025Q1: 13,974 shares; 2025Q2: 15,337 shares; 2025Q3: 15,828 shares; 2025Q4: 15,344 shares; 2026Q1: 16,348 shares; 2026Q2: 15,570 shares 15,570 $628K 0.01% -778 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,755 shares; 2025Q3: 6,382 shares; 2025Q4: 6,810 shares; 2026Q1: 7,409 shares; 2026Q2: 7,217 shares 7,217 $627K 0.01% -192 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,357 shares; 2026Q1: 26,626 shares; 2026Q2: 27,980 shares 27,980 $626K 0.01% +1,354 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP 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: 4,645 shares; 2026Q1: not reported; 2026Q2: 7,860 shares 7,860 $622K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,806 shares 3,806 $620K 0.01% new 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: 5,816 shares; 2024Q4: 14,093 shares; 2025Q1: 28,459 shares; 2025Q2: 22,437 shares; 2025Q3: 23,014 shares; 2025Q4: 17,141 shares; 2026Q1: 16,354 shares; 2026Q2: 19,279 shares 19,279 $611K 0.01% +2,925 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,567 shares; 2025Q4: 2,217 shares; 2026Q1: 2,458 shares; 2026Q2: 2,952 shares 2,952 $611K 0.01% +494 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: 3,692 shares; 2024Q4: 3,624 shares; 2025Q1: 5,041 shares; 2025Q2: 5,438 shares; 2025Q3: 6,589 shares; 2025Q4: 5,781 shares; 2026Q1: 6,586 shares; 2026Q2: 7,196 shares 7,196 $609K 0.01% +610 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,616 shares; 2024Q4: 5,521 shares; 2025Q1: 5,403 shares; 2025Q2: 5,418 shares; 2025Q3: 5,494 shares; 2025Q4: 4,886 shares; 2026Q1: 5,021 shares; 2026Q2: 5,363 shares 5,363 $602K 0.01% +342 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: 22,021 shares; 2024Q4: 24,966 shares; 2025Q1: 23,858 shares; 2025Q2: 33,041 shares; 2025Q3: 30,708 shares; 2025Q4: 30,650 shares; 2026Q1: 29,916 shares; 2026Q2: 24,963 shares 24,963 $601K 0.01% -4,953 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,553 shares; 2025Q3: 1,404 shares; 2025Q4: 1,729 shares; 2026Q1: 1,872 shares; 2026Q2: 2,418 shares 2,418 $601K 0.01% +546 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,168 shares; 2025Q1: not reported; 2025Q2: 6,130 shares; 2025Q3: 6,243 shares; 2025Q4: 6,947 shares; 2026Q1: 8,046 shares; 2026Q2: 6,411 shares 6,411 $600K 0.01% -1,635 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA 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: 8,465 shares; 2026Q1: 13,872 shares; 2026Q2: 19,084 shares 19,084 $599K 0.01% +5,212 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 5,168 shares; 2026Q2: 6,872 shares 6,872 $598K 0.01% +1,704 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,155 shares; 2026Q1: 785 shares; 2026Q2: 1,235 shares 1,235 $598K 0.01% +450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,576 shares; 2025Q4: not reported; 2026Q1: 1,360 shares; 2026Q2: 1,381 shares 1,381 $596K 0.01% +21 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: 8,636 shares; 2024Q4: 8,895 shares; 2025Q1: 7,864 shares; 2025Q2: 8,079 shares; 2025Q3: 8,278 shares; 2025Q4: 8,934 shares; 2026Q1: 10,990 shares; 2026Q2: 11,009 shares 11,009 $595K 0.01% +19 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,046 shares; 2026Q1: 5,855 shares; 2026Q2: 7,126 shares 7,126 $594K 0.01% +1,271 Timeline BKF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,704 shares; 2024Q4: 17,487 shares; 2025Q1: 16,807 shares; 2025Q2: 16,764 shares; 2025Q3: 16,764 shares; 2025Q4: 16,688 shares; 2026Q1: 15,973 shares; 2026Q2: 15,246 shares 15,246 $591K 0.01% -727 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 2,972 shares; 2025Q4: 3,815 shares; 2026Q1: 5,468 shares; 2026Q2: 6,204 shares 6,204 $590K 0.01% +736 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: 1,170 shares; 2024Q4: 1,159 shares; 2025Q1: 1,032 shares; 2025Q2: 9,917 shares; 2025Q3: 9,653 shares; 2025Q4: 7,964 shares; 2026Q1: 7,907 shares; 2026Q2: 1,810 shares 1,810 $576K 0.01% -6,097 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES 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: 42,532 shares 42,532 $575K 0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,830 shares; 2024Q4: 2,822 shares; 2025Q1: 3,099 shares; 2025Q2: 3,101 shares; 2025Q3: 3,286 shares; 2025Q4: 3,474 shares; 2026Q1: 3,483 shares; 2026Q2: 3,529 shares 3,529 $575K 0.01% +46 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,772 shares; 2026Q1: 1,703 shares; 2026Q2: 2,197 shares 2,197 $572K 0.01% +494 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: 1,567 shares; 2025Q3: 1,617 shares; 2025Q4: 1,406 shares; 2026Q1: 1,436 shares; 2026Q2: 1,566 shares 1,566 $571K 0.01% +130 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: 3,748 shares; 2024Q4: 3,898 shares; 2025Q1: 3,771 shares; 2025Q2: 3,915 shares; 2025Q3: 4,013 shares; 2025Q4: 4,324 shares; 2026Q1: 4,240 shares; 2026Q2: 5,285 shares 5,285 $570K 0.01% +1,045 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,261 shares; 2026Q2: 4,562 shares 4,562 $569K 0.01% +2,301 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN 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: 8,796 shares 8,796 $564K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,626 shares; 2024Q4: 1,560 shares; 2025Q1: 2,022 shares; 2025Q2: 2,963 shares; 2025Q3: 2,644 shares; 2025Q4: 2,824 shares; 2026Q1: 1,561 shares; 2026Q2: 3,381 shares 3,381 $564K 0.01% +1,820 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,028 shares; 2024Q4: 11,301 shares; 2025Q1: 11,812 shares; 2025Q2: 12,618 shares; 2025Q3: 12,542 shares; 2025Q4: 14,050 shares; 2026Q1: 14,243 shares; 2026Q2: 15,415 shares 15,415 $560K 0.01% +1,172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,882 shares; 2025Q4: 6,814 shares; 2026Q1: 7,680 shares; 2026Q2: 10,662 shares 10,662 $559K 0.01% +2,982 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: 1,684 shares; 2024Q4: 2,270 shares; 2025Q1: 2,967 shares; 2025Q2: 2,731 shares; 2025Q3: 3,980 shares; 2025Q4: 2,911 shares; 2026Q1: 3,570 shares; 2026Q2: 3,455 shares 3,455 $546K 0.01% -115 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: 4,175 shares; 2024Q4: 4,372 shares; 2025Q1: 6,181 shares; 2025Q2: 6,183 shares; 2025Q3: 3,240 shares; 2025Q4: 3,430 shares; 2026Q1: 3,386 shares; 2026Q2: 3,407 shares 3,407 $540K 0.01% +21 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,362 shares; 2024Q4: 8,555 shares; 2025Q1: 9,245 shares; 2025Q2: 8,830 shares; 2025Q3: 8,842 shares; 2025Q4: 9,531 shares; 2026Q1: 10,360 shares; 2026Q2: 10,289 shares 10,289 $537K 0.01% -71 Timeline FPX 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: 2,510 shares; 2025Q1: 2,510 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,580 shares; 2026Q1: 2,580 shares; 2026Q2: 2,580 shares 2,580 $532K 0.01% 0 Timeline PSK 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: 13,367 shares; 2024Q4: 14,516 shares; 2025Q1: 14,748 shares; 2025Q2: 24,323 shares; 2025Q3: 24,817 shares; 2025Q4: 24,128 shares; 2026Q1: 23,669 shares; 2026Q2: 17,376 shares 17,376 $530K 0.01% -6,293 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935 shares; 2024Q4: 942 shares; 2025Q1: 1,044 shares; 2025Q2: 1,117 shares; 2025Q3: 1,222 shares; 2025Q4: 1,096 shares; 2026Q1: 1,158 shares; 2026Q2: 1,270 shares 1,270 $528K 0.01% +112 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 898 shares; 2024Q4: 1,045 shares; 2025Q1: 1,121 shares; 2025Q2: 1,767 shares; 2025Q3: 1,562 shares; 2025Q4: 1,719 shares; 2026Q1: 1,803 shares; 2026Q2: 1,912 shares 1,912 $527K 0.01% +109 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: 2,158 shares; 2024Q4: 2,191 shares; 2025Q1: 2,191 shares; 2025Q2: 3,067 shares; 2025Q3: 2,584 shares; 2025Q4: 2,584 shares; 2026Q1: 2,584 shares; 2026Q2: 2,915 shares 2,915 $521K 0.01% +331 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: 5,580 shares; 2024Q4: 6,485 shares; 2025Q1: 6,408 shares; 2025Q2: 5,999 shares; 2025Q3: 6,474 shares; 2025Q4: 6,528 shares; 2026Q1: 7,134 shares; 2026Q2: 8,265 shares 8,265 $520K 0.01% +1,131 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,395 shares; 2025Q4: 3,731 shares; 2026Q1: 4,360 shares; 2026Q2: 5,544 shares 5,544 $518K 0.01% +1,184 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,403 shares; 2024Q4: 3,475 shares; 2025Q1: 2,839 shares; 2025Q2: 2,850 shares; 2025Q3: 3,266 shares; 2025Q4: 3,290 shares; 2026Q1: 3,198 shares; 2026Q2: 3,213 shares 3,213 $514K 0.01% +15 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,878 shares; 2024Q4: 4,054 shares; 2025Q1: 3,541 shares; 2025Q2: 3,867 shares; 2025Q3: 5,269 shares; 2025Q4: 5,150 shares; 2026Q1: 5,275 shares; 2026Q2: 5,362 shares 5,362 $512K 0.01% +87 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,924 shares; 2026Q1: 2,523 shares; 2026Q2: 2,870 shares 2,870 $507K 0.01% +347 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 3,832 shares; 2026Q1: 5,055 shares; 2026Q2: 6,085 shares 6,085 $504K 0.01% +1,030 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: 3,777 shares; 2024Q4: 3,896 shares; 2025Q1: 5,601 shares; 2025Q2: 8,193 shares; 2025Q3: 8,150 shares; 2025Q4: 7,950 shares; 2026Q1: 8,391 shares; 2026Q2: 8,704 shares 8,704 $503K 0.01% +313 Timeline MINO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,950 shares; 2025Q4: 11,950 shares; 2026Q1: 9,200 shares; 2026Q2: 11,000 shares 11,000 $503K 0.01% +1,800 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,835 shares; 2025Q4: 2,976 shares; 2026Q1: 3,073 shares; 2026Q2: 3,437 shares 3,437 $502K 0.01% +364 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: not reported; 2024Q4: 683 shares; 2025Q1: 955 shares; 2025Q2: 1,020 shares; 2025Q3: 1,408 shares; 2025Q4: 1,287 shares; 2026Q1: 1,566 shares; 2026Q2: 2,231 shares 2,231 $500K 0.01% +665 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,159 shares; 2025Q3: 7,701 shares; 2025Q4: not reported; 2026Q1: 11,607 shares; 2026Q2: 12,251 shares 12,251 $498K 0.01% +644 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 124 shares; 2025Q4: 127 shares; 2026Q1: 147 shares; 2026Q2: 154 shares 154 $493K 0.01% +7 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,823 shares; 2025Q3: 1,809 shares; 2025Q4: 1,756 shares; 2026Q1: 1,753 shares; 2026Q2: 1,761 shares 1,761 $490K 0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,751 shares; 2025Q4: 4,742 shares; 2026Q1: 5,029 shares; 2026Q2: 6,454 shares 6,454 $487K 0.01% +1,425 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 413 shares; 2026Q2: 467 shares 467 $487K 0.01% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: 1,432 shares; 2026Q1: 2,074 shares; 2026Q2: 1,795 shares 1,795 $485K 0.01% -279 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: 13,624 shares; 2024Q4: 11,869 shares; 2025Q1: 11,757 shares; 2025Q2: 11,058 shares; 2025Q3: 10,703 shares; 2025Q4: 10,803 shares; 2026Q1: 9,647 shares; 2026Q2: 9,089 shares 9,089 $481K 0.01% -558 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 912 shares; 2025Q3: 977 shares; 2025Q4: 1,051 shares; 2026Q1: 1,157 shares; 2026Q2: 1,196 shares 1,196 $475K 0.01% +39 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: 1,763 shares; 2024Q4: 1,639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,704 shares; 2026Q2: 3,636 shares 3,636 $475K 0.01% +932 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: 1,256 shares; 2024Q4: 1,219 shares; 2025Q1: 1,179 shares; 2025Q2: 1,095 shares; 2025Q3: 1,105 shares; 2025Q4: 1,129 shares; 2026Q1: 1,078 shares; 2026Q2: 5,392 shares 5,392 $474K 0.01% +4,314 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: 4,227 shares; 2024Q4: 4,652 shares; 2025Q1: 4,130 shares; 2025Q2: 4,669 shares; 2025Q3: 5,446 shares; 2025Q4: 4,960 shares; 2026Q1: 6,615 shares; 2026Q2: 6,459 shares 6,459 $474K 0.01% -156 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: not reported; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 2,406 shares; 2025Q3: 2,393 shares; 2025Q4: 2,019 shares; 2026Q1: 2,035 shares; 2026Q2: 1,991 shares 1,991 $473K 0.01% -44 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: not reported; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 380 shares; 2025Q4: 395 shares; 2026Q1: 448 shares; 2026Q2: 491 shares 491 $472K 0.01% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,485 shares; 2026Q2: 2,074 shares 2,074 $471K 0.01% +589 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: 2,387 shares; 2026Q2: 2,475 shares 2,475 $469K 0.01% +88 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,546 shares; 2025Q3: 1,632 shares; 2025Q4: 2,425 shares; 2026Q1: 2,971 shares; 2026Q2: 2,733 shares 2,733 $460K 0.01% -238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,862 shares; 2026Q1: 2,092 shares; 2026Q2: 2,605 shares 2,605 $459K 0.01% +513 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,274 shares; 2026Q1: 4,138 shares; 2026Q2: 4,487 shares 4,487 $456K 0.01% +349 Timeline TDIV 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: 5,638 shares; 2025Q1: 5,638 shares; 2025Q2: 5,638 shares; 2025Q3: 5,638 shares; 2025Q4: 3,946 shares; 2026Q1: 3,946 shares; 2026Q2: 3,946 shares 3,946 $453K 0.01% 0 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: 1,087 shares; 2024Q4: 1,953 shares; 2025Q1: 2,435 shares; 2025Q2: 2,800 shares; 2025Q3: 2,471 shares; 2025Q4: 1,936 shares; 2026Q1: 2,136 shares; 2026Q2: 2,208 shares 2,208 $453K 0.01% +72 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,259 shares; 2025Q3: 4,259 shares; 2025Q4: 4,259 shares; 2026Q1: 4,259 shares; 2026Q2: 4,259 shares 4,259 $449K 0.01% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,233 shares; 2026Q2: 5,917 shares 5,917 $448K 0.01% +2,684 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 2,547 shares; 2026Q1: 2,588 shares; 2026Q2: 4,952 shares 4,952 $448K 0.01% +2,364 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,096 shares; 2024Q4: 16,267 shares; 2025Q1: 26,596 shares; 2025Q2: 25,564 shares; 2025Q3: 25,814 shares; 2025Q4: 28,197 shares; 2026Q1: 28,988 shares; 2026Q2: 31,861 shares 31,861 $443K 0.01% +2,873 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,522 shares; 2025Q4: 5,638 shares; 2026Q1: 7,404 shares; 2026Q2: 9,485 shares 9,485 $442K 0.01% +2,081 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: 4,043 shares; 2024Q4: 2,958 shares; 2025Q1: 3,371 shares; 2025Q2: 3,570 shares; 2025Q3: 3,524 shares; 2025Q4: 3,494 shares; 2026Q1: 3,564 shares; 2026Q2: 2,813 shares 2,813 $441K 0.01% -751 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,634 shares; 2025Q3: 2,568 shares; 2025Q4: 5,198 shares; 2026Q1: 5,432 shares; 2026Q2: 8,285 shares 8,285 $440K 0.01% +2,853 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,292 shares; 2025Q4: 2,520 shares; 2026Q1: 2,934 shares; 2026Q2: 3,036 shares 3,036 $439K 0.01% +102 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,016 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,011 shares; 2026Q2: 2,000 shares 2,000 $437K 0.01% -11 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,340 shares; 2024Q4: 3,340 shares; 2025Q1: 2,740 shares; 2025Q2: 3,083 shares; 2025Q3: 3,083 shares; 2025Q4: 3,083 shares; 2026Q1: 3,085 shares; 2026Q2: 3,085 shares 3,085 $437K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,157 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,954 shares; 2026Q2: 11,827 shares 11,827 $435K 0.01% +2,873 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,901 shares; 2025Q4: 2,768 shares; 2026Q1: 3,607 shares; 2026Q2: 4,712 shares 4,712 $434K 0.01% +1,105 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: 27,557 shares; 2024Q4: 27,461 shares; 2025Q1: 27,995 shares; 2025Q2: 30,015 shares; 2025Q3: 10,673 shares; 2025Q4: 8,332 shares; 2026Q1: 8,336 shares; 2026Q2: 8,340 shares 8,340 $432K 0.01% +4 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY 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: 10,892 shares; 2026Q1: 14,437 shares; 2026Q2: 17,216 shares 17,216 $427K 0.01% +2,779 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: 258 shares; 2025Q4: 211 shares; 2026Q1: 246 shares; 2026Q2: 312 shares 312 $425K 0.01% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,219 shares; 2025Q3: 8,219 shares; 2025Q4: 8,219 shares; 2026Q1: 8,219 shares; 2026Q2: 8,219 shares 8,219 $422K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 13,389 shares; 2026Q1: 18,635 shares; 2026Q2: 30,512 shares 30,512 $421K 0.01% +11,877 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,170 shares; 2026Q1: 6,468 shares; 2026Q2: 7,819 shares 7,819 $420K 0.01% +1,351 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: 7,264 shares; 2024Q4: 14,519 shares; 2025Q1: 17,031 shares; 2025Q2: 13,934 shares; 2025Q3: 20,567 shares; 2025Q4: 14,647 shares; 2026Q1: 11,836 shares; 2026Q2: 11,610 shares 11,610 $419K 0.01% -226 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,285 shares; 2025Q3: 1,199 shares; 2025Q4: 1,553 shares; 2026Q1: 1,756 shares; 2026Q2: 1,864 shares 1,864 $417K 0.01% +108 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: 10,578 shares; 2026Q1: 16,468 shares; 2026Q2: 23,593 shares 23,593 $416K 0.01% +7,125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,194 shares; 2025Q3: 6,500 shares; 2025Q4: 6,838 shares; 2026Q1: 6,686 shares; 2026Q2: 7,667 shares 7,667 $416K 0.01% +981 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: 958 shares; 2024Q4: 1,662 shares; 2025Q1: 1,911 shares; 2025Q2: 1,820 shares; 2025Q3: 1,706 shares; 2025Q4: 1,715 shares; 2026Q1: 1,251 shares; 2026Q2: 1,129 shares 1,129 $413K 0.01% -122 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,018 shares; 2024Q4: 6,035 shares; 2025Q1: 6,054 shares; 2025Q2: 6,073 shares; 2025Q3: 6,091 shares; 2025Q4: 6,112 shares; 2026Q1: 6,134 shares; 2026Q2: 6,204 shares 6,204 $409K 0.01% +70 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: 2,286 shares; 2024Q4: 2,490 shares; 2025Q1: 1,914 shares; 2025Q2: 1,889 shares; 2025Q3: 1,958 shares; 2025Q4: 2,137 shares; 2026Q1: 2,353 shares; 2026Q2: 2,204 shares 2,204 $408K 0.01% -149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 268 shares; 2025Q4: 265 shares; 2026Q1: not reported; 2026Q2: 360 shares 360 $408K 0.01% new 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: not reported; 2024Q4: 4,197 shares; 2025Q1: 4,476 shares; 2025Q2: 7,106 shares; 2025Q3: 7,051 shares; 2025Q4: 5,851 shares; 2026Q1: 5,583 shares; 2026Q2: 5,934 shares 5,934 $405K 0.01% +351 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD 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: 1,588 shares; 2025Q4: 2,110 shares; 2026Q1: 2,503 shares; 2026Q2: 2,602 shares 2,602 $404K 0.01% +99 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: 1,805 shares; 2024Q4: 1,822 shares; 2025Q1: 1,995 shares; 2025Q2: 2,268 shares; 2025Q3: 2,279 shares; 2025Q4: 2,325 shares; 2026Q1: 2,353 shares; 2026Q2: 2,371 shares 2,371 $401K 0.01% +18 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: not reported; 2025Q4: 2,416 shares; 2026Q1: 2,738 shares; 2026Q2: 2,929 shares 2,929 $398K 0.01% +191 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: not reported; 2024Q4: 6,360 shares; 2025Q1: 6,360 shares; 2025Q2: 6,323 shares; 2025Q3: 6,323 shares; 2025Q4: 4,476 shares; 2026Q1: 4,453 shares; 2026Q2: 4,398 shares 4,398 $395K 0.01% -55 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,955 shares; 2024Q4: 8,455 shares; 2025Q1: 8,676 shares; 2025Q2: 8,542 shares; 2025Q3: 8,688 shares; 2025Q4: 8,943 shares; 2026Q1: 8,814 shares; 2026Q2: 8,848 shares 8,848 $394K 0.01% +34 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,266 shares; 2025Q3: 19,547 shares; 2025Q4: 19,943 shares; 2026Q1: 19,439 shares; 2026Q2: 28,071 shares 28,071 $390K <0.01% +8,632 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,588 shares; 2024Q4: 3,535 shares; 2025Q1: not reported; 2025Q2: 3,944 shares; 2025Q3: not reported; 2025Q4: 3,930 shares; 2026Q1: 3,998 shares; 2026Q2: 4,106 shares 4,106 $388K <0.01% +108 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: not reported; 2024Q4: not reported; 2025Q1: 1,342 shares; 2025Q2: 1,495 shares; 2025Q3: 1,691 shares; 2025Q4: 1,695 shares; 2026Q1: 2,496 shares; 2026Q2: 2,313 shares 2,313 $388K <0.01% -183 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,425 shares; 2026Q1: 3,069 shares; 2026Q2: 2,833 shares 2,833 $388K <0.01% -236 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,720 shares; 2026Q1: 3,825 shares; 2026Q2: 4,410 shares 4,410 $383K <0.01% +585 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,248 shares; 2025Q3: 2,386 shares; 2025Q4: 2,617 shares; 2026Q1: 2,738 shares; 2026Q2: 2,930 shares 2,930 $380K <0.01% +192 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: 5,703 shares; 2024Q4: 5,703 shares; 2025Q1: 5,777 shares; 2025Q2: 5,743 shares; 2025Q3: 5,743 shares; 2025Q4: 8,738 shares; 2026Q1: 9,508 shares; 2026Q2: 8,910 shares 8,910 $379K <0.01% -598 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: 13,342 shares; 2024Q4: 13,273 shares; 2025Q1: 15,699 shares; 2025Q2: 13,378 shares; 2025Q3: 12,681 shares; 2025Q4: 11,816 shares; 2026Q1: 11,346 shares; 2026Q2: 10,431 shares 10,431 $378K <0.01% -915 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,336 shares; 2025Q3: 1,371 shares; 2025Q4: 1,675 shares; 2026Q1: 1,869 shares; 2026Q2: 1,879 shares 1,879 $377K <0.01% +10 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 1,242 shares 1,242 $376K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 1,120 shares; 2025Q3: 1,162 shares; 2025Q4: 1,100 shares; 2026Q1: 1,215 shares; 2026Q2: 1,343 shares 1,343 $374K <0.01% +128 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares; 2026Q1: 1,412 shares; 2026Q2: 1,752 shares 1,752 $373K <0.01% +340 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,835 shares; 2024Q4: 23,876 shares; 2025Q1: 23,876 shares; 2025Q2: 19,078 shares; 2025Q3: 19,078 shares; 2025Q4: 16,766 shares; 2026Q1: 16,853 shares; 2026Q2: 16,121 shares 16,121 $373K <0.01% -732 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 415 shares; 2025Q2: 609 shares; 2025Q3: 1,804 shares; 2025Q4: 1,320 shares; 2026Q1: 1,623 shares; 2026Q2: 1,425 shares 1,425 $372K <0.01% -198 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 2,943 shares; 2026Q2: 3,231 shares 3,231 $372K <0.01% +288 Timeline CRH CRH PLC More: the full row for CRH 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: 2,193 shares; 2026Q1: 2,670 shares; 2026Q2: 3,461 shares 3,461 $370K <0.01% +791 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,756 shares; 2024Q4: 3,756 shares; 2025Q1: 3,778 shares; 2025Q2: 3,830 shares; 2025Q3: 3,480 shares; 2025Q4: 3,485 shares; 2026Q1: 3,361 shares; 2026Q2: 3,326 shares 3,326 $370K <0.01% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,863 shares; 2025Q3: 2,339 shares; 2025Q4: 2,355 shares; 2026Q1: 2,351 shares; 2026Q2: 2,351 shares 2,351 $367K <0.01% 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: 1,931 shares; 2024Q4: 1,686 shares; 2025Q1: 2,305 shares; 2025Q2: 2,799 shares; 2025Q3: 2,876 shares; 2025Q4: 2,965 shares; 2026Q1: 3,043 shares; 2026Q2: 2,939 shares 2,939 $366K <0.01% -104 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,879 shares; 2026Q1: 7,368 shares; 2026Q2: 9,853 shares 9,853 $362K <0.01% +2,485 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,647 shares; 2026Q2: 2,782 shares 2,782 $361K <0.01% +1,135 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 6,332 shares; 2026Q1: 7,841 shares; 2026Q2: 9,030 shares 9,030 $357K <0.01% +1,189 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 3,848 shares; 2025Q2: 3,923 shares; 2025Q3: 4,035 shares; 2025Q4: not reported; 2026Q1: 5,032 shares; 2026Q2: 6,031 shares 6,031 $356K <0.01% +999 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,305 shares; 2026Q1: 12,879 shares; 2026Q2: 13,343 shares 13,343 $356K <0.01% +464 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,288 shares 1,288 $356K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,833 shares; 2026Q2: 3,700 shares 3,700 $356K <0.01% +867 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,078 shares 2,078 $355K <0.01% new 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: not reported; 2024Q4: 6,804 shares; 2025Q1: 8,693 shares; 2025Q2: 13,051 shares; 2025Q3: 13,051 shares; 2025Q4: 7,332 shares; 2026Q1: 7,332 shares; 2026Q2: 7,332 shares 7,332 $353K <0.01% 0 Timeline MLRG 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: 3,714 shares; 2025Q4: 3,714 shares; 2026Q1: 3,433 shares; 2026Q2: 3,408 shares 3,408 $353K <0.01% -25 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,268 shares; 2026Q2: 2,197 shares 2,197 $353K <0.01% -71 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 497 shares; 2026Q1: 523 shares; 2026Q2: 561 shares 561 $350K <0.01% +38 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,555 shares; 2026Q1: 6,555 shares; 2026Q2: 6,555 shares 6,555 $349K <0.01% 0 Timeline JMHI 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: 6,800 shares; 2025Q4: 6,850 shares; 2026Q1: 6,850 shares; 2026Q2: 6,800 shares 6,800 $344K <0.01% -50 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,974 shares; 2025Q2: 4,842 shares; 2025Q3: 5,448 shares; 2025Q4: 5,590 shares; 2026Q1: 6,926 shares; 2026Q2: 7,161 shares 7,161 $344K <0.01% +235 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,078 shares; 2025Q2: 8,078 shares; 2025Q3: 8,078 shares; 2025Q4: 8,078 shares; 2026Q1: 8,078 shares; 2026Q2: 8,878 shares 8,878 $343K <0.01% +800 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,662 shares; 2026Q1: 6,703 shares; 2026Q2: 7,033 shares 7,033 $342K <0.01% +330 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 444 shares; 2025Q4: 641 shares; 2026Q1: 685 shares; 2026Q2: 837 shares 837 $341K <0.01% +152 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,840 shares; 2026Q1: 2,989 shares; 2026Q2: 2,998 shares 2,998 $339K <0.01% +9 Timeline FNDC 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: 6,799 shares; 2026Q2: 6,929 shares 6,929 $336K <0.01% +130 Timeline MKSI MKS INC. More: the full row for MKS 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: 754 shares 754 $336K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,012 shares; 2025Q3: 2,958 shares; 2025Q4: 3,603 shares; 2026Q1: 2,958 shares; 2026Q2: 3,027 shares 3,027 $334K <0.01% +69 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301 shares; 2025Q4: 337 shares; 2026Q1: not reported; 2026Q2: 643 shares 643 $331K <0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 167 shares 167 $331K <0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,697 shares; 2025Q1: 6,829 shares; 2025Q2: 6,913 shares; 2025Q3: 6,994 shares; 2025Q4: 5,576 shares; 2026Q1: 5,626 shares; 2026Q2: 4,338 shares 4,338 $331K <0.01% -1,288 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 331 shares; 2025Q3: 341 shares; 2025Q4: 364 shares; 2026Q1: 496 shares; 2026Q2: 590 shares 590 $331K <0.01% +94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,346 shares; 2026Q1: 6,914 shares; 2026Q2: 7,089 shares 7,089 $330K <0.01% +175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,073 shares; 2025Q3: 1,135 shares; 2025Q4: 1,674 shares; 2026Q1: 1,876 shares; 2026Q2: 1,936 shares 1,936 $329K <0.01% +60 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,764 shares; 2025Q1: 2,771 shares; 2025Q2: 2,832 shares; 2025Q3: 2,838 shares; 2025Q4: 3,545 shares; 2026Q1: 3,576 shares; 2026Q2: 3,588 shares 3,588 $329K <0.01% +12 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,062 shares; 2025Q2: 4,958 shares; 2025Q3: 4,997 shares; 2025Q4: 4,938 shares; 2026Q1: 4,938 shares; 2026Q2: 5,289 shares 5,289 $329K <0.01% +351 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,682 shares; 2026Q1: 2,204 shares; 2026Q2: 2,006 shares 2,006 $328K <0.01% -198 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,613 shares; 2026Q1: 7,657 shares; 2026Q2: 5,454 shares 5,454 $328K <0.01% -2,203 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,359 shares 4,359 $326K <0.01% new Timeline HAP 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: 7,676 shares; 2024Q4: 7,644 shares; 2025Q1: 6,047 shares; 2025Q2: 5,970 shares; 2025Q3: 5,924 shares; 2025Q4: 5,798 shares; 2026Q1: 5,604 shares; 2026Q2: 4,757 shares 4,757 $326K <0.01% -847 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 750 shares; 2025Q4: 658 shares; 2026Q1: not reported; 2026Q2: 868 shares 868 $326K <0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares; 2025Q3: 881 shares; 2025Q4: 896 shares; 2026Q1: 894 shares; 2026Q2: 826 shares 826 $325K <0.01% -68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,203 shares; 2025Q3: 4,224 shares; 2025Q4: 4,570 shares; 2026Q1: 4,329 shares; 2026Q2: 4,464 shares 4,464 $325K <0.01% +135 Timeline ITA 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: 1,041 shares; 2026Q2: 1,338 shares 1,338 $324K <0.01% +297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,996 shares; 2025Q3: 5,492 shares; 2025Q4: 5,785 shares; 2026Q1: 5,180 shares; 2026Q2: 7,835 shares 7,835 $322K <0.01% +2,655 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 4,265 shares; 2026Q1: 4,348 shares; 2026Q2: 5,203 shares 5,203 $321K <0.01% +855 Timeline RELX RELX PLC More: the full row for RELX 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: 6,194 shares; 2026Q2: 10,129 shares 10,129 $321K <0.01% +3,935 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,022 shares; 2026Q2: 3,740 shares 3,740 $320K <0.01% +718 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,826 shares; 2026Q1: 2,505 shares; 2026Q2: 2,416 shares 2,416 $320K <0.01% -89 Timeline IX ORIX CORP More: the full row for ORIX 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: 8,411 shares 8,411 $320K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211 shares; 2026Q1: 210 shares; 2026Q2: 239 shares 239 $318K <0.01% +29 Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 3,939 shares 3,939 $317K <0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,633 shares; 2025Q4: 5,823 shares; 2026Q1: 5,823 shares; 2026Q2: 5,823 shares 5,823 $315K <0.01% 0 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: 109 shares; 2025Q2: 119 shares; 2025Q3: 125 shares; 2025Q4: 137 shares; 2026Q1: 244 shares; 2026Q2: 185 shares 185 $314K <0.01% -59 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 3,532 shares 3,532 $314K <0.01% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,780 shares 4,780 $314K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO 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: 10,229 shares; 2026Q2: 15,713 shares 15,713 $313K <0.01% +5,484 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,724 shares; 2026Q2: 1,438 shares 1,438 $311K <0.01% -286 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 919 shares; 2025Q3: 903 shares; 2025Q4: 948 shares; 2026Q1: 963 shares; 2026Q2: 986 shares 986 $310K <0.01% +23 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 1,510 shares 1,510 $310K <0.01% new Timeline