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: 2,592,688 shares; 2024Q4: 2,540,004 shares; 2025Q1: 2,481,796 shares; 2025Q2: 2,176,216 shares; 2025Q3: 2,161,108 shares; 2025Q4: 2,240,580 shares; 2026Q1: 2,198,247 shares; 2026Q2: 13,463,288 shares 13,463,288 $1.16B 11.11% +11,265,041 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: 10,877,409 shares; 2024Q4: 11,229,385 shares; 2025Q1: 13,542,589 shares; 2025Q2: 14,076,338 shares; 2025Q3: 14,471,672 shares; 2025Q4: 15,365,116 shares; 2026Q1: 14,612,210 shares; 2026Q2: 15,098,458 shares 15,098,458 $1.08B 10.3% +486,248 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: 81,821 shares; 2024Q4: 56,936 shares; 2025Q1: 4,916,363 shares; 2025Q2: 6,634,648 shares; 2025Q3: 7,143,579 shares; 2025Q4: 7,986,037 shares; 2026Q1: 8,646,419 shares; 2026Q2: 9,219,241 shares 9,219,241 $913M 8.74% +572,822 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: 4,855,869 shares; 2024Q4: 4,912,009 shares; 2025Q1: 4,379,717 shares; 2025Q2: 3,684,307 shares; 2025Q3: 3,735,111 shares; 2025Q4: 3,669,869 shares; 2026Q1: 3,430,591 shares; 2026Q2: 3,499,691 shares 3,499,691 $763M 7.3% +69,100 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: 2,708,407 shares; 2024Q4: 3,019,524 shares; 2025Q1: 3,552,252 shares; 2025Q2: 3,880,468 shares; 2025Q3: 4,051,221 shares; 2025Q4: 4,184,943 shares; 2026Q1: 4,518,470 shares; 2026Q2: 4,661,139 shares 4,661,139 $278M 2.66% +142,669 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: 37,326 shares; 2024Q4: 69,454 shares; 2025Q1: 1,461,439 shares; 2025Q2: 3,913,888 shares; 2025Q3: 4,283,808 shares; 2025Q4: 3,801,654 shares; 2026Q1: 5,100,961 shares; 2026Q2: 4,467,285 shares 4,467,285 $260M 2.49% -633,676 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: 834,004 shares; 2024Q4: 850,324 shares; 2025Q1: 738,819 shares; 2025Q2: 734,722 shares; 2025Q3: 785,404 shares; 2025Q4: 803,952 shares; 2026Q1: 791,995 shares; 2026Q2: 841,768 shares 841,768 $242M 2.32% +49,773 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: 2,793,875 shares; 2024Q4: 2,780,596 shares; 2025Q1: 2,683,246 shares; 2025Q2: 2,423,680 shares; 2025Q3: 2,395,411 shares; 2025Q4: 2,366,971 shares; 2026Q1: 2,331,591 shares; 2026Q2: 2,248,617 shares 2,248,617 $242M 2.32% -82,974 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,820 shares; 2025Q4: 13,820 shares; 2026Q1: 5,027,082 shares; 2026Q2: 5,537,339 shares 5,537,339 $229M 2.19% +510,257 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: 3,275,816 shares; 2024Q4: 3,336,522 shares; 2025Q1: 3,432,972 shares; 2025Q2: 3,638,035 shares; 2025Q3: 3,840,677 shares; 2025Q4: 4,014,749 shares; 2026Q1: 4,250,870 shares; 2026Q2: 4,476,441 shares 4,476,441 $226M 2.17% +225,571 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: 387,760 shares; 2024Q4: 411,078 shares; 2025Q1: 384,448 shares; 2025Q2: 383,372 shares; 2025Q3: 412,112 shares; 2025Q4: 409,549 shares; 2026Q1: 420,166 shares; 2026Q2: 467,438 shares 467,438 $174M 1.67% +47,272 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: 300,309 shares; 2024Q4: 320,680 shares; 2025Q1: 333,598 shares; 2025Q2: 357,304 shares; 2025Q3: 365,995 shares; 2025Q4: 352,451 shares; 2026Q1: 368,412 shares; 2026Q2: 375,004 shares 375,004 $137M 1.31% +6,592 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: 205,408 shares; 2024Q4: 208,539 shares; 2025Q1: 179,671 shares; 2025Q2: 188,694 shares; 2025Q3: 181,955 shares; 2025Q4: 182,345 shares; 2026Q1: 174,062 shares; 2026Q2: 179,288 shares 179,288 $134M 1.29% +5,226 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: 433,596 shares; 2024Q4: 437,097 shares; 2025Q1: 427,625 shares; 2025Q2: 431,284 shares; 2025Q3: 390,461 shares; 2025Q4: 382,891 shares; 2026Q1: 390,917 shares; 2026Q2: 401,962 shares 401,962 $132M 1.26% +11,045 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: 377,173 shares; 2024Q4: 411,046 shares; 2025Q1: 432,678 shares; 2025Q2: 467,411 shares; 2025Q3: 483,851 shares; 2025Q4: 496,724 shares; 2026Q1: 522,808 shares; 2026Q2: 535,469 shares 535,469 $130M 1.25% +12,661 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,204 shares; 2024Q4: 108,795 shares; 2025Q1: 139,150 shares; 2025Q2: 138,769 shares; 2025Q3: 138,593 shares; 2025Q4: 142,832 shares; 2026Q1: 149,003 shares; 2026Q2: 165,670 shares 165,670 $111M 1.06% +16,667 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: 208,224 shares; 2024Q4: 213,766 shares; 2025Q1: 186,808 shares; 2025Q2: 316,973 shares; 2025Q3: 297,395 shares; 2025Q4: 300,812 shares; 2026Q1: 310,002 shares; 2026Q2: 303,547 shares 303,547 $108M 1.04% -6,455 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: 29,362 shares; 2024Q4: 66,151 shares; 2025Q1: 95,599 shares; 2025Q2: 89,179 shares; 2025Q3: 107,770 shares; 2025Q4: 109,833 shares; 2026Q1: 99,266 shares; 2026Q2: 94,652 shares 94,652 $101M 0.97% -4,614 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: 309,856 shares; 2024Q4: 365,556 shares; 2025Q1: 354,105 shares; 2025Q2: 358,938 shares; 2025Q3: 378,652 shares; 2025Q4: 326,823 shares; 2026Q1: 322,215 shares; 2026Q2: 387,249 shares 387,249 $98.3M 0.94% +65,034 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: 44,163 shares; 2024Q4: 45,191 shares; 2025Q1: 43,302 shares; 2025Q2: 64,533 shares; 2025Q3: 65,481 shares; 2025Q4: 65,327 shares; 2026Q1: 67,109 shares; 2026Q2: 76,026 shares 76,026 $91.2M 0.87% +8,917 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: 248,682 shares; 2024Q4: 258,124 shares; 2025Q1: 251,764 shares; 2025Q2: 235,813 shares; 2025Q3: 255,666 shares; 2025Q4: 258,065 shares; 2026Q1: 232,119 shares; 2026Q2: 239,672 shares 239,672 $90.5M 0.87% +7,553 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: 273,754 shares; 2024Q4: 301,389 shares; 2025Q1: 289,230 shares; 2025Q2: 318,886 shares; 2025Q3: 349,678 shares; 2025Q4: 370,958 shares; 2026Q1: 380,354 shares; 2026Q2: 423,499 shares 423,499 $84.2M 0.81% +43,145 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: 106,693 shares; 2024Q4: 105,397 shares; 2025Q1: 102,746 shares; 2025Q2: 98,816 shares; 2025Q3: 95,332 shares; 2025Q4: 301,164 shares; 2026Q1: 313,729 shares; 2026Q2: 339,068 shares 339,068 $80.2M 0.77% +25,339 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: 177,735 shares; 2024Q4: 177,730 shares; 2025Q1: 168,454 shares; 2025Q2: 166,276 shares; 2025Q3: 168,777 shares; 2025Q4: 177,724 shares; 2026Q1: 211,074 shares; 2026Q2: 221,234 shares 221,234 $75.9M 0.73% +10,160 Timeline QLYS QUALYS INC More: the full row for QUALYS 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: 610,746 shares; 2025Q4: 588,748 shares; 2026Q1: 548,760 shares; 2026Q2: 548,756 shares 548,756 $75.4M 0.72% -4 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: 165,246 shares; 2024Q4: 170,631 shares; 2025Q1: 146,474 shares; 2025Q2: 182,234 shares; 2025Q3: 219,738 shares; 2025Q4: 239,876 shares; 2026Q1: 240,843 shares; 2026Q2: 285,691 shares 285,691 $68.1M 0.65% +44,848 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,847 shares; 2024Q4: 235,943 shares; 2025Q1: 208,691 shares; 2025Q2: 249,925 shares; 2025Q3: 234,908 shares; 2025Q4: 271,940 shares; 2026Q1: 299,225 shares; 2026Q2: 474,342 shares 474,342 $64.9M 0.62% +175,117 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: 128,857 shares; 2024Q4: 128,680 shares; 2025Q1: 154,195 shares; 2025Q2: 150,326 shares; 2025Q3: 151,698 shares; 2025Q4: 160,026 shares; 2026Q1: 167,805 shares; 2026Q2: 174,641 shares 174,641 $64.6M 0.62% +6,836 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: 10,996 shares; 2024Q4: 29,444 shares; 2025Q1: 30,598 shares; 2025Q2: 32,032 shares; 2025Q3: 37,575 shares; 2025Q4: 37,479 shares; 2026Q1: 32,252 shares; 2026Q2: 32,071 shares 32,071 $63.8M 0.61% -181 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: 306,367 shares; 2024Q4: 311,031 shares; 2025Q1: 295,121 shares; 2025Q2: 271,979 shares; 2025Q3: 253,128 shares; 2025Q4: 255,852 shares; 2026Q1: 252,544 shares; 2026Q2: 235,826 shares 235,826 $59.3M 0.57% -16,718 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: 66,631 shares; 2024Q4: 76,707 shares; 2025Q1: 71,000 shares; 2025Q2: 73,631 shares; 2025Q3: 72,658 shares; 2025Q4: 86,969 shares; 2026Q1: 78,354 shares; 2026Q2: 84,891 shares 84,891 $58.3M 0.56% +6,537 Timeline EDV 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: 805,690 shares; 2025Q1: 874,224 shares; 2025Q2: 846,098 shares; 2025Q3: 875,815 shares; 2025Q4: 875,815 shares; 2026Q1: 875,815 shares; 2026Q2: 875,815 shares 875,815 $57M 0.55% 0 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: 157,115 shares; 2024Q4: 161,558 shares; 2025Q1: 141,284 shares; 2025Q2: 141,836 shares; 2025Q3: 139,647 shares; 2025Q4: 139,748 shares; 2026Q1: 138,319 shares; 2026Q2: 148,169 shares 148,169 $52.4M 0.5% +9,850 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 873,399 shares; 2025Q3: 848,042 shares; 2025Q4: 777,372 shares; 2026Q1: 708,571 shares; 2026Q2: 763,321 shares 763,321 $51.6M 0.49% +54,750 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: 255,535 shares; 2024Q4: 271,919 shares; 2025Q1: 272,727 shares; 2025Q2: 268,785 shares; 2025Q3: 302,671 shares; 2025Q4: 355,702 shares; 2026Q1: 350,796 shares; 2026Q2: 349,801 shares 349,801 $51.3M 0.49% -995 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: 107,331 shares; 2024Q4: 107,316 shares; 2025Q1: 100,828 shares; 2025Q2: 100,379 shares; 2025Q3: 98,126 shares; 2025Q4: 117,790 shares; 2026Q1: 139,074 shares; 2026Q2: 142,504 shares 142,504 $50.3M 0.48% +3,430 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,658,676 shares; 2026Q2: 1,895,192 shares 1,895,192 $48.1M 0.46% +236,516 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: 248,733 shares; 2024Q4: 256,435 shares; 2025Q1: 245,288 shares; 2025Q2: 236,740 shares; 2025Q3: 343,074 shares; 2025Q4: 309,280 shares; 2026Q1: 308,437 shares; 2026Q2: 312,433 shares 312,433 $47.3M 0.45% +3,996 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: 60,121 shares; 2024Q4: 50,097 shares; 2025Q1: 48,542 shares; 2025Q2: 48,766 shares; 2025Q3: 49,098 shares; 2025Q4: 47,773 shares; 2026Q1: 47,904 shares; 2026Q2: 49,856 shares 49,856 $46.6M 0.45% +1,952 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: 27,036 shares; 2024Q4: 27,854 shares; 2025Q1: 26,477 shares; 2025Q2: 26,498 shares; 2025Q3: 85,371 shares; 2025Q4: 86,571 shares; 2026Q1: 132,336 shares; 2026Q2: 134,515 shares 134,515 $45.5M 0.44% +2,179 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: 8,230 shares; 2024Q4: 34,510 shares; 2025Q1: 23,840 shares; 2025Q2: 71,028 shares; 2025Q3: 67,111 shares; 2025Q4: 25,370 shares; 2026Q1: 25,223 shares; 2026Q2: 61,672 shares 61,672 $45.4M 0.43% +36,449 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: 130,185 shares; 2024Q4: 153,507 shares; 2025Q1: 89,447 shares; 2025Q2: 141,610 shares; 2025Q3: 130,108 shares; 2025Q4: 73,960 shares; 2026Q1: 74,624 shares; 2026Q2: 357,371 shares 357,371 $44.4M 0.42% +282,747 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: 15,124 shares; 2024Q4: 15,006 shares; 2025Q1: 14,909 shares; 2025Q2: 18,083 shares; 2025Q3: 18,309 shares; 2025Q4: 18,360 shares; 2026Q1: 13,835 shares; 2026Q2: 139,836 shares 139,836 $42.2M 0.4% +126,001 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: 680,497 shares; 2024Q4: 550,615 shares; 2025Q1: 444,602 shares; 2025Q2: 418,941 shares; 2025Q3: 369,036 shares; 2025Q4: 371,628 shares; 2026Q1: 367,394 shares; 2026Q2: 370,677 shares 370,677 $42M 0.4% +3,283 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: 53,717 shares; 2024Q4: 54,606 shares; 2025Q1: 55,572 shares; 2025Q2: 58,788 shares; 2025Q3: 58,878 shares; 2025Q4: 80,143 shares; 2026Q1: 86,419 shares; 2026Q2: 87,303 shares 87,303 $41.7M 0.4% +884 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: 226,398 shares; 2024Q4: 227,769 shares; 2025Q1: 222,130 shares; 2025Q2: 209,429 shares; 2025Q3: 207,910 shares; 2025Q4: 208,357 shares; 2026Q1: 208,458 shares; 2026Q2: 218,399 shares 218,399 $41.4M 0.4% +9,941 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: 677,834 shares; 2024Q4: 493,407 shares; 2025Q1: 458,617 shares; 2025Q2: 433,649 shares; 2025Q3: 421,005 shares; 2025Q4: 405,871 shares; 2026Q1: 442,142 shares; 2026Q2: 451,739 shares 451,739 $39.6M 0.38% +9,597 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: 111,299 shares; 2024Q4: 114,013 shares; 2025Q1: 112,381 shares; 2025Q2: 111,034 shares; 2025Q3: 138,402 shares; 2025Q4: 138,541 shares; 2026Q1: 139,791 shares; 2026Q2: 142,276 shares 142,276 $38.5M 0.37% +2,485 Timeline ZROZ 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: 781,150 shares; 2025Q1: 864,229 shares; 2025Q2: 598,288 shares; 2025Q3: 598,288 shares; 2025Q4: 598,288 shares; 2026Q1: 598,288 shares; 2026Q2: 598,288 shares 598,288 $38.4M 0.37% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,359 shares; 2024Q4: 50,068 shares; 2025Q1: 44,226 shares; 2025Q2: 45,189 shares; 2025Q3: 51,375 shares; 2025Q4: 67,444 shares; 2026Q1: 52,307 shares; 2026Q2: 62,978 shares 62,978 $35.5M 0.34% +10,671 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: 66,535 shares; 2024Q4: 65,682 shares; 2025Q1: 64,563 shares; 2025Q2: 62,377 shares; 2025Q3: 60,269 shares; 2025Q4: 66,000 shares; 2026Q1: 64,846 shares; 2026Q2: 68,330 shares 68,330 $35.5M 0.34% +3,484 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: 112,324 shares; 2024Q4: 116,916 shares; 2025Q1: 115,129 shares; 2025Q2: 114,059 shares; 2025Q3: 128,387 shares; 2025Q4: 126,838 shares; 2026Q1: 126,317 shares; 2026Q2: 129,217 shares 129,217 $35.1M 0.34% +2,900 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: 95,452 shares; 2024Q4: 96,602 shares; 2025Q1: 84,269 shares; 2025Q2: 58,822 shares; 2025Q3: 67,556 shares; 2025Q4: 70,203 shares; 2026Q1: 64,030 shares; 2026Q2: 65,814 shares 65,814 $32.9M 0.32% +1,784 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: 17,314 shares; 2024Q4: 68,859 shares; 2025Q1: 67,725 shares; 2025Q2: 67,677 shares; 2025Q3: 68,534 shares; 2025Q4: 68,135 shares; 2026Q1: 68,891 shares; 2026Q2: 91,136 shares 91,136 $31.1M 0.3% +22,245 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: 24,754 shares; 2025Q1: 24,813 shares; 2025Q2: 24,549 shares; 2025Q3: 30,895 shares; 2025Q4: 30,705 shares; 2026Q1: 31,651 shares; 2026Q2: 32,274 shares 32,274 $31M 0.3% +623 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: 84,976 shares; 2024Q4: 14,191 shares; 2025Q1: 76,205 shares; 2025Q2: 13,926 shares; 2025Q3: 16,883 shares; 2025Q4: 125,639 shares; 2026Q1: 26,475 shares; 2026Q2: 127,277 shares 127,277 $30.9M 0.3% +100,802 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: 198,931 shares; 2024Q4: 212,406 shares; 2025Q1: 295,681 shares; 2025Q2: 278,965 shares; 2025Q3: 267,313 shares; 2025Q4: 271,001 shares; 2026Q1: 269,000 shares; 2026Q2: 260,357 shares 260,357 $30.6M 0.29% -8,643 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: 175,961 shares; 2024Q4: 258,006 shares; 2025Q1: 209,867 shares; 2025Q2: 292,281 shares; 2025Q3: 282,504 shares; 2025Q4: 374,881 shares; 2026Q1: 305,945 shares; 2026Q2: 371,641 shares 371,641 $28.7M 0.27% +65,696 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: 11,946 shares; 2024Q4: 11,954 shares; 2025Q1: 9,281 shares; 2025Q2: 13,061 shares; 2025Q3: 58,460 shares; 2025Q4: 58,845 shares; 2026Q1: 59,564 shares; 2026Q2: 68,051 shares 68,051 $27.7M 0.27% +8,487 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: 83,125 shares; 2024Q4: 145,758 shares; 2025Q1: 140,575 shares; 2025Q2: 134,935 shares; 2025Q3: 85,040 shares; 2025Q4: 184,979 shares; 2026Q1: 147,820 shares; 2026Q2: 280,240 shares 280,240 $27.1M 0.26% +132,420 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: 249,839 shares; 2024Q4: 254,544 shares; 2025Q1: 251,293 shares; 2025Q2: 247,978 shares; 2025Q3: 246,329 shares; 2025Q4: 244,464 shares; 2026Q1: 248,104 shares; 2026Q2: 291,852 shares 291,852 $26.5M 0.25% +43,748 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,609 shares; 2024Q4: 16,599 shares; 2025Q1: 16,599 shares; 2025Q2: 23,724 shares; 2025Q3: 23,724 shares; 2025Q4: 70,856 shares; 2026Q1: 64,638 shares; 2026Q2: 59,748 shares 59,748 $26.1M 0.25% -4,890 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,896 shares; 2024Q4: 12,856 shares; 2025Q1: 6,445 shares; 2025Q2: 80,891 shares; 2025Q3: 92,301 shares; 2025Q4: 91,299 shares; 2026Q1: 89,406 shares; 2026Q2: 133,981 shares 133,981 $25.5M 0.24% +44,575 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: 211,887 shares; 2024Q4: 204,632 shares; 2025Q1: 123,188 shares; 2025Q2: 117,466 shares; 2025Q3: 109,219 shares; 2025Q4: 95,641 shares; 2026Q1: 93,773 shares; 2026Q2: 112,262 shares 112,262 $25.5M 0.24% +18,489 Timeline SPBO 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: 13,387,336 shares; 2024Q4: 13,778,234 shares; 2025Q1: 7,601,785 shares; 2025Q2: 1,399,638 shares; 2025Q3: 1,160,190 shares; 2025Q4: 1,049,314 shares; 2026Q1: 951,457 shares; 2026Q2: 828,567 shares 828,567 $24.1M 0.23% -122,890 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: 140,390 shares; 2024Q4: 179,642 shares; 2025Q1: 118,216 shares; 2025Q2: 162,145 shares; 2025Q3: 156,847 shares; 2025Q4: 159,110 shares; 2026Q1: 120,283 shares; 2026Q2: 158,942 shares 158,942 $23.6M 0.23% +38,659 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: 160,290 shares; 2024Q4: 183,971 shares; 2025Q1: 175,378 shares; 2025Q2: 195,608 shares; 2025Q3: 201,132 shares; 2025Q4: 258,238 shares; 2026Q1: 287,051 shares; 2026Q2: 319,340 shares 319,340 $23.4M 0.22% +32,289 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: 8,436,146 shares; 2024Q4: 8,642,884 shares; 2025Q1: 4,886,694 shares; 2025Q2: 693,774 shares; 2025Q3: 562,824 shares; 2025Q4: 500,899 shares; 2026Q1: 464,120 shares; 2026Q2: 394,346 shares 394,346 $23.3M 0.22% -69,774 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: 7,862 shares; 2024Q4: 8,223 shares; 2025Q1: 7,875 shares; 2025Q2: 7,857 shares; 2025Q3: 23,313 shares; 2025Q4: 65,413 shares; 2026Q1: 66,866 shares; 2026Q2: 71,960 shares 71,960 $22.7M 0.22% +5,094 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: 10,881 shares; 2024Q4: 11,172 shares; 2025Q1: 10,366 shares; 2025Q2: 10,762 shares; 2025Q3: 82,505 shares; 2025Q4: 40,884 shares; 2026Q1: 40,820 shares; 2026Q2: 124,278 shares 124,278 $22.5M 0.22% +83,458 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,274 shares; 2024Q4: 122,867 shares; 2025Q1: 117,305 shares; 2025Q2: 116,843 shares; 2025Q3: 116,472 shares; 2025Q4: 115,767 shares; 2026Q1: 118,851 shares; 2026Q2: 119,223 shares 119,223 $22.4M 0.21% +372 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: 20,293 shares; 2024Q4: 19,886 shares; 2025Q1: 88,396 shares; 2025Q2: 86,982 shares; 2025Q3: 87,188 shares; 2025Q4: 289,191 shares; 2026Q1: 303,736 shares; 2026Q2: 141,144 shares 141,144 $22.3M 0.21% -162,592 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,222 shares; 2024Q4: 204,612 shares; 2025Q1: 195,034 shares; 2025Q2: 171,192 shares; 2025Q3: 170,688 shares; 2025Q4: 156,505 shares; 2026Q1: 163,900 shares; 2026Q2: 164,394 shares 164,394 $21.7M 0.21% +494 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: 31,158 shares; 2024Q4: 64,108 shares; 2025Q1: 61,712 shares; 2025Q2: 62,040 shares; 2025Q3: 60,716 shares; 2025Q4: 60,740 shares; 2026Q1: 62,209 shares; 2026Q2: 60,516 shares 60,516 $20.6M 0.2% -1,693 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: 301,366 shares; 2024Q4: 279,174 shares; 2025Q1: 255,793 shares; 2025Q2: 214,305 shares; 2025Q3: 141,606 shares; 2025Q4: 142,018 shares; 2026Q1: 143,889 shares; 2026Q2: 146,683 shares 146,683 $20.5M 0.2% +2,794 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: 213,024 shares; 2024Q4: 210,544 shares; 2025Q1: 200,815 shares; 2025Q2: 195,225 shares; 2025Q3: 184,221 shares; 2025Q4: 228,032 shares; 2026Q1: 227,853 shares; 2026Q2: 213,349 shares 213,349 $19.7M 0.19% -14,504 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: 5,124 shares; 2024Q4: 66,030 shares; 2025Q1: 4,785 shares; 2025Q2: 5,022 shares; 2025Q3: 6,254 shares; 2025Q4: 6,292 shares; 2026Q1: 13,297 shares; 2026Q2: 16,756 shares 16,756 $19.3M 0.19% +3,459 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368,471 shares; 2025Q3: 379,603 shares; 2025Q4: 375,846 shares; 2026Q1: 390,986 shares; 2026Q2: 399,763 shares 399,763 $19M 0.18% +8,777 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: 35,265 shares; 2024Q4: 38,655 shares; 2025Q1: 35,934 shares; 2025Q2: 30,128 shares; 2025Q3: 25,688 shares; 2025Q4: 97,842 shares; 2026Q1: 119,598 shares; 2026Q2: 120,040 shares 120,040 $18.5M 0.18% +442 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: 361,051 shares; 2024Q4: 365,911 shares; 2025Q1: 350,687 shares; 2025Q2: 344,078 shares; 2025Q3: 315,395 shares; 2025Q4: 312,497 shares; 2026Q1: 312,546 shares; 2026Q2: 314,017 shares 314,017 $18.1M 0.17% +1,471 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: 33,177 shares; 2024Q4: 32,339 shares; 2025Q1: 34,609 shares; 2025Q2: 34,625 shares; 2025Q3: 45,213 shares; 2025Q4: 47,753 shares; 2026Q1: 47,658 shares; 2026Q2: 48,114 shares 48,114 $17.4M 0.17% +456 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: 8,431 shares; 2024Q4: 8,964 shares; 2025Q1: 8,630 shares; 2025Q2: 7,901 shares; 2025Q3: 16,610 shares; 2025Q4: 27,587 shares; 2026Q1: 27,222 shares; 2026Q2: 27,335 shares 27,335 $17.3M 0.17% +113 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: 228,989 shares; 2024Q4: 466,327 shares; 2025Q1: 473,213 shares; 2025Q2: 494,047 shares; 2025Q3: 499,977 shares; 2025Q4: 572,435 shares; 2026Q1: 577,177 shares; 2026Q2: 604,990 shares 604,990 $16.8M 0.16% +27,813 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: 41,152 shares; 2024Q4: 41,960 shares; 2025Q1: 41,230 shares; 2025Q2: 41,498 shares; 2025Q3: 32,391 shares; 2025Q4: 32,331 shares; 2026Q1: 31,484 shares; 2026Q2: 32,296 shares 32,296 $16.5M 0.16% +812 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: 22,948 shares; 2024Q4: 23,263 shares; 2025Q1: 21,750 shares; 2025Q2: 31,036 shares; 2025Q3: 32,078 shares; 2025Q4: 30,322 shares; 2026Q1: 37,233 shares; 2026Q2: 42,181 shares 42,181 $15.8M 0.15% +4,948 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,191 shares; 2024Q4: 174,221 shares; 2025Q1: 125,871 shares; 2025Q2: 128,593 shares; 2025Q3: 123,727 shares; 2025Q4: 123,571 shares; 2026Q1: 124,539 shares; 2026Q2: 125,564 shares 125,564 $15.6M 0.15% +1,025 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: 89,183 shares; 2024Q4: 88,307 shares; 2025Q1: 88,515 shares; 2025Q2: 89,638 shares; 2025Q3: 136,693 shares; 2025Q4: 144,995 shares; 2026Q1: 146,424 shares; 2026Q2: 148,104 shares 148,104 $15.4M 0.15% +1,680 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: 52,572 shares; 2024Q4: 50,058 shares; 2025Q1: 42,314 shares; 2025Q2: 44,015 shares; 2025Q3: 83,646 shares; 2025Q4: 73,794 shares; 2026Q1: 70,708 shares; 2026Q2: 52,745 shares 52,745 $14.8M 0.14% -17,963 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: 65,234 shares 65,234 $14.6M 0.14% new 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: 23,802 shares; 2024Q4: 62,355 shares; 2025Q1: 56,827 shares; 2025Q2: 52,033 shares; 2025Q3: 55,160 shares; 2025Q4: 64,115 shares; 2026Q1: 66,279 shares; 2026Q2: 67,044 shares 67,044 $14.5M 0.14% +765 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: 65,576 shares 65,576 $14.5M 0.14% new 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: 339,093 shares; 2024Q4: 546,590 shares; 2025Q1: 547,984 shares; 2025Q2: 155,968 shares; 2025Q3: 111,751 shares; 2025Q4: 102,862 shares; 2026Q1: 110,763 shares; 2026Q2: 111,388 shares 111,388 $14.3M 0.14% +625 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: 27,738 shares; 2024Q4: 12,800 shares; 2025Q1: 19,266 shares; 2025Q2: 20,437 shares; 2025Q3: 28,109 shares; 2025Q4: 29,340 shares; 2026Q1: 32,156 shares; 2026Q2: 33,016 shares 33,016 $13.9M 0.13% +860 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: 5,709 shares; 2024Q4: 4,907 shares; 2025Q1: 9,827 shares; 2025Q2: 12,445 shares; 2025Q3: 12,567 shares; 2025Q4: 12,395 shares; 2026Q1: 10,935 shares; 2026Q2: 11,525 shares 11,525 $13.5M 0.13% +590 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: 97,297 shares; 2024Q4: 279,388 shares; 2025Q1: 281,417 shares; 2025Q2: 417,376 shares; 2025Q3: 397,513 shares; 2025Q4: 389,535 shares; 2026Q1: 395,049 shares; 2026Q2: 386,729 shares 386,729 $13.5M 0.13% -8,320 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: 32,126 shares; 2024Q4: 36,129 shares; 2025Q1: 38,236 shares; 2025Q2: 39,058 shares; 2025Q3: 38,678 shares; 2025Q4: 35,076 shares; 2026Q1: 37,318 shares; 2026Q2: 44,329 shares 44,329 $13.4M 0.13% +7,011 Timeline FTEC 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: 62,089 shares; 2024Q4: 61,408 shares; 2025Q1: 60,380 shares; 2025Q2: 59,190 shares; 2025Q3: 54,795 shares; 2025Q4: 49,996 shares; 2026Q1: 45,375 shares; 2026Q2: 46,724 shares 46,724 $13.3M 0.13% +1,349 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: 27,398 shares; 2024Q4: 27,362 shares; 2025Q1: 25,884 shares; 2025Q2: 27,307 shares; 2025Q3: 27,569 shares; 2025Q4: 30,433 shares; 2026Q1: 29,010 shares; 2026Q2: 27,407 shares 27,407 $13.3M 0.13% -1,603 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,096 shares; 2024Q4: 299,445 shares; 2025Q1: 195,684 shares; 2025Q2: 146,825 shares; 2025Q3: 137,852 shares; 2025Q4: 135,365 shares; 2026Q1: 128,350 shares; 2026Q2: 111,464 shares 111,464 $13.1M 0.13% -16,886 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,751 shares; 2024Q4: 101,562 shares; 2025Q1: 98,274 shares; 2025Q2: 129,176 shares; 2025Q3: 130,471 shares; 2025Q4: 145,106 shares; 2026Q1: 149,197 shares; 2026Q2: 152,267 shares 152,267 $12.9M 0.12% +3,070 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: 2,347,565 shares; 2024Q4: 2,403,354 shares; 2025Q1: 1,415,635 shares; 2025Q2: 222,910 shares; 2025Q3: 181,920 shares; 2025Q4: 161,873 shares; 2026Q1: 149,301 shares; 2026Q2: 133,235 shares 133,235 $12.6M 0.12% -16,066 Timeline BGGG BAILLIE GIFFORD ETF TR More: the full row for BAILLIE GIFFORD 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: 354,341 shares 354,341 $12.5M 0.12% new 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: 145,780 shares; 2024Q4: 149,540 shares; 2025Q1: 115,867 shares; 2025Q2: 107,954 shares; 2025Q3: 105,262 shares; 2025Q4: 98,914 shares; 2026Q1: 98,421 shares; 2026Q2: 88,680 shares 88,680 $12.4M 0.12% -9,741 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: 37,927 shares; 2024Q4: 41,062 shares; 2025Q1: 31,987 shares; 2025Q2: 108,616 shares; 2025Q3: 141,557 shares; 2025Q4: 121,613 shares; 2026Q1: 140,034 shares; 2026Q2: 148,244 shares 148,244 $12.3M 0.12% +8,210 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: 11,706 shares; 2024Q4: 11,097 shares; 2025Q1: 10,565 shares; 2025Q2: 11,309 shares; 2025Q3: 11,251 shares; 2025Q4: 11,238 shares; 2026Q1: 11,630 shares; 2026Q2: 11,563 shares 11,563 $11.7M 0.11% -67 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: 1,696,546 shares; 2024Q4: 1,736,063 shares; 2025Q1: 1,708,667 shares; 2025Q2: 698,769 shares; 2025Q3: 694,455 shares; 2025Q4: 756,489 shares; 2026Q1: 777,198 shares; 2026Q2: 844,907 shares 844,907 $11.7M 0.11% +67,709 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 11,438 shares; 2025Q4: 9,856 shares; 2026Q1: 9,487 shares; 2026Q2: 14,804 shares 14,804 $11.2M 0.11% +5,317 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,296 shares; 2024Q4: 6,360 shares; 2025Q1: 41,338 shares; 2025Q2: 43,292 shares; 2025Q3: 43,813 shares; 2025Q4: 43,890 shares; 2026Q1: 50,096 shares; 2026Q2: 51,844 shares 51,844 $11M 0.11% +1,748 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: not reported; 2025Q4: not reported; 2026Q1: 88,833 shares; 2026Q2: 105,095 shares 105,095 $11M 0.11% +16,262 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: 120,081 shares; 2024Q4: 115,415 shares; 2025Q1: 107,916 shares; 2025Q2: 106,964 shares; 2025Q3: 139,454 shares; 2025Q4: 126,316 shares; 2026Q1: 129,401 shares; 2026Q2: 134,482 shares 134,482 $10.9M 0.1% +5,081 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: 50,215 shares; 2024Q4: 106,136 shares; 2025Q1: 101,134 shares; 2025Q2: 49,100 shares; 2025Q3: 52,468 shares; 2025Q4: 58,944 shares; 2026Q1: 56,904 shares; 2026Q2: 86,020 shares 86,020 $10.9M 0.1% +29,116 Timeline VFVA 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: 600,306 shares; 2024Q4: 534,554 shares; 2025Q1: 509,809 shares; 2025Q2: 120,395 shares; 2025Q3: 93,420 shares; 2025Q4: 83,008 shares; 2026Q1: 76,698 shares; 2026Q2: 72,691 shares 72,691 $10.8M 0.1% -4,007 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: 7,117 shares; 2024Q4: 33,490 shares; 2025Q1: 34,813 shares; 2025Q2: 35,131 shares; 2025Q3: 35,611 shares; 2025Q4: 52,592 shares; 2026Q1: 32,704 shares; 2026Q2: 24,271 shares 24,271 $9.88M 0.09% -8,433 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 14 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $9.74M 0.09% 0 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: 125,797 shares; 2024Q4: 139,011 shares; 2025Q1: 129,705 shares; 2025Q2: 152,836 shares; 2025Q3: 151,551 shares; 2025Q4: 158,888 shares; 2026Q1: 166,239 shares; 2026Q2: 168,999 shares 168,999 $9.63M 0.09% +2,760 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: 164,279 shares; 2024Q4: 76,239 shares; 2025Q1: 70,415 shares; 2025Q2: 69,914 shares; 2025Q3: 68,104 shares; 2025Q4: 65,086 shares; 2026Q1: 63,942 shares; 2026Q2: 65,437 shares 65,437 $9.59M 0.09% +1,495 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,834 shares; 2024Q4: 343,826 shares; 2025Q1: 418,404 shares; 2025Q2: 419,257 shares; 2025Q3: 432,233 shares; 2025Q4: 432,913 shares; 2026Q1: 433,305 shares; 2026Q2: 434,649 shares 434,649 $9.48M 0.09% +1,344 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349,764 shares; 2024Q4: 340,720 shares; 2025Q1: 350,162 shares; 2025Q2: 353,480 shares; 2025Q3: 183,825 shares; 2025Q4: 242,338 shares; 2026Q1: 224,926 shares; 2026Q2: 174,500 shares 174,500 $9.41M 0.09% -50,426 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: 149,812 shares; 2024Q4: 176,497 shares; 2025Q1: 154,004 shares; 2025Q2: 177,098 shares; 2025Q3: 177,819 shares; 2025Q4: 173,563 shares; 2026Q1: 185,880 shares; 2026Q2: 185,892 shares 185,892 $9.37M 0.09% +12 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: 51,333 shares; 2024Q4: 52,136 shares; 2025Q1: 56,470 shares; 2025Q2: 61,214 shares; 2025Q3: 51,046 shares; 2025Q4: 53,517 shares; 2026Q1: 57,833 shares; 2026Q2: 59,026 shares 59,026 $9.26M 0.09% +1,193 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: 142,040 shares; 2024Q4: 184,259 shares; 2025Q1: 224,868 shares; 2025Q2: 181,829 shares; 2025Q3: 144,905 shares; 2025Q4: 149,901 shares; 2026Q1: 147,281 shares; 2026Q2: 49,686 shares 49,686 $9.18M 0.09% -97,595 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: 126,991 shares; 2024Q4: 130,947 shares; 2025Q1: 130,922 shares; 2025Q2: 106,523 shares; 2025Q3: 87,944 shares; 2025Q4: 55,793 shares; 2026Q1: 53,223 shares; 2026Q2: 54,615 shares 54,615 $9.05M 0.09% +1,392 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: 32,529 shares; 2024Q4: 32,538 shares; 2025Q1: 32,220 shares; 2025Q2: 31,724 shares; 2025Q3: 31,206 shares; 2025Q4: 30,898 shares; 2026Q1: 29,980 shares; 2026Q2: 28,625 shares 28,625 $8.77M 0.08% -1,355 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: 165,050 shares; 2024Q4: 24,738 shares; 2025Q1: 24,890 shares; 2025Q2: 66,155 shares; 2025Q3: 22,066 shares; 2025Q4: 20,911 shares; 2026Q1: 21,313 shares; 2026Q2: 90,377 shares 90,377 $8.72M 0.08% +69,064 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: 84,751 shares; 2024Q4: 84,606 shares; 2025Q1: 83,262 shares; 2025Q2: 83,083 shares; 2025Q3: 83,138 shares; 2025Q4: 74,666 shares; 2026Q1: 74,499 shares; 2026Q2: 78,993 shares 78,993 $8.71M 0.08% +4,494 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: 42,246 shares; 2026Q2: 45,390 shares 45,390 $8.61M 0.08% +3,144 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: 11,016 shares; 2024Q4: 15,160 shares; 2025Q1: 14,300 shares; 2025Q2: 15,027 shares; 2025Q3: 15,129 shares; 2025Q4: 15,279 shares; 2026Q1: 15,824 shares; 2026Q2: 16,507 shares 16,507 $8.48M 0.08% +683 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145,493 shares; 2026Q2: 168,213 shares 168,213 $8.45M 0.08% +22,720 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: 14,681 shares; 2024Q4: 16,360 shares; 2025Q1: 20,081 shares; 2025Q2: 19,843 shares; 2025Q3: 21,181 shares; 2025Q4: 24,643 shares; 2026Q1: 25,427 shares; 2026Q2: 104,522 shares 104,522 $8.42M 0.08% +79,095 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: 105,034 shares; 2024Q4: 117,852 shares; 2025Q1: 122,061 shares; 2025Q2: 120,161 shares; 2025Q3: 147,624 shares; 2025Q4: 219,515 shares; 2026Q1: 218,889 shares; 2026Q2: 261,480 shares 261,480 $7.97M 0.08% +42,591 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: 80,526 shares; 2024Q4: 76,659 shares; 2025Q1: 75,625 shares; 2025Q2: 50,716 shares; 2025Q3: 53,700 shares; 2025Q4: 50,733 shares; 2026Q1: 50,364 shares; 2026Q2: 36,075 shares 36,075 $7.95M 0.08% -14,289 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,397 shares; 2024Q4: 33,983 shares; 2025Q1: 34,106 shares; 2025Q2: 35,164 shares; 2025Q3: 37,625 shares; 2025Q4: 40,517 shares; 2026Q1: 41,550 shares; 2026Q2: 27,847 shares 27,847 $7.88M 0.08% -13,703 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: 56,790 shares; 2024Q4: 56,717 shares; 2025Q1: 52,935 shares; 2025Q2: 49,678 shares; 2025Q3: 45,019 shares; 2025Q4: 46,399 shares; 2026Q1: 47,648 shares; 2026Q2: 50,613 shares 50,613 $7.85M 0.08% +2,965 Timeline FHLC 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: 258,501 shares; 2024Q4: 255,888 shares; 2025Q1: 238,757 shares; 2025Q2: 190,273 shares; 2025Q3: 146,768 shares; 2025Q4: 116,352 shares; 2026Q1: 114,183 shares; 2026Q2: 100,771 shares 100,771 $7.78M 0.07% -13,412 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: 154,584 shares; 2024Q4: 149,811 shares; 2025Q1: 112,247 shares; 2025Q2: 109,332 shares; 2025Q3: 103,325 shares; 2025Q4: 96,108 shares; 2026Q1: 93,767 shares; 2026Q2: 112,160 shares 112,160 $7.67M 0.07% +18,393 Timeline VTWV 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: 37,000 shares; 2024Q4: 36,032 shares; 2025Q1: 36,793 shares; 2025Q2: 38,953 shares; 2025Q3: 38,244 shares; 2025Q4: 37,912 shares; 2026Q1: 37,487 shares; 2026Q2: 37,908 shares 37,908 $7.41M 0.07% +421 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: 265,217 shares; 2024Q4: 235,905 shares; 2025Q1: 220,605 shares; 2025Q2: 118,687 shares; 2025Q3: 110,290 shares; 2025Q4: 43,034 shares; 2026Q1: 36,637 shares; 2026Q2: 33,144 shares 33,144 $7.27M 0.07% -3,493 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,513 shares; 2024Q4: 140,946 shares; 2025Q1: 137,197 shares; 2025Q2: 98,812 shares; 2025Q3: 198,918 shares; 2025Q4: 241,215 shares; 2026Q1: 240,465 shares; 2026Q2: 279,549 shares 279,549 $7.22M 0.07% +39,084 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: 13,173 shares; 2024Q4: 12,914 shares; 2025Q1: 6,848 shares; 2025Q2: 7,684 shares; 2025Q3: 8,415 shares; 2025Q4: 10,942 shares; 2026Q1: 9,207 shares; 2026Q2: 9,887 shares 9,887 $7.15M 0.07% +680 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,245 shares; 2024Q4: 128,547 shares; 2025Q1: 116,446 shares; 2025Q2: 108,942 shares; 2025Q3: 108,174 shares; 2025Q4: 104,618 shares; 2026Q1: 100,458 shares; 2026Q2: 102,543 shares 102,543 $7.12M 0.07% +2,085 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,380 shares; 2025Q4: 24,963 shares; 2026Q1: 25,527 shares; 2026Q2: 25,179 shares 25,179 $7.08M 0.07% -348 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,418 shares; 2025Q4: 7,120 shares; 2026Q1: 9,294 shares; 2026Q2: 8,754 shares 8,754 $6.96M 0.07% -540 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: 67,954 shares; 2024Q4: 71,761 shares; 2025Q1: 64,500 shares; 2025Q2: 68,186 shares; 2025Q3: 68,476 shares; 2025Q4: 54,785 shares; 2026Q1: 77,958 shares; 2026Q2: 81,104 shares 81,104 $6.93M 0.07% +3,146 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: 11,413 shares; 2024Q4: 65,983 shares; 2025Q1: 142,718 shares; 2025Q2: 192,187 shares; 2025Q3: 163,496 shares; 2025Q4: 158,990 shares; 2026Q1: 193,362 shares; 2026Q2: 204,829 shares 204,829 $6.93M 0.07% +11,467 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,540 shares; 2024Q4: 9,540 shares; 2025Q1: 9,540 shares; 2025Q2: 9,540 shares; 2025Q3: 9,540 shares; 2025Q4: 9,540 shares; 2026Q1: 9,540 shares; 2026Q2: 146,642 shares 146,642 $6.91M 0.07% +137,102 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: 666,329 shares; 2024Q4: 272,798 shares; 2025Q1: 263,332 shares; 2025Q2: 232,208 shares; 2025Q3: 237,439 shares; 2025Q4: 230,085 shares; 2026Q1: 265,862 shares; 2026Q2: 285,238 shares 285,238 $6.87M 0.07% +19,376 Timeline JBL JABIL INC More: the full row for JABIL 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: 25,093 shares; 2026Q1: 24,053 shares; 2026Q2: 17,785 shares 17,785 $6.86M 0.07% -6,268 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: 16,606 shares; 2024Q4: 18,261 shares; 2025Q1: 16,816 shares; 2025Q2: 16,878 shares; 2025Q3: 16,908 shares; 2025Q4: 20,092 shares; 2026Q1: 26,714 shares; 2026Q2: 26,730 shares 26,730 $6.83M 0.07% +16 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: 68,930 shares; 2024Q4: 138,047 shares; 2025Q1: 135,718 shares; 2025Q2: 132,267 shares; 2025Q3: 132,062 shares; 2025Q4: 161,143 shares; 2026Q1: 178,573 shares; 2026Q2: 185,116 shares 185,116 $6.69M 0.06% +6,543 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: 214,308 shares; 2024Q4: 239,231 shares; 2025Q1: 253,789 shares; 2025Q2: 233,256 shares; 2025Q3: 157,062 shares; 2025Q4: 62,300 shares; 2026Q1: 52,714 shares; 2026Q2: 49,287 shares 49,287 $6.67M 0.06% -3,427 Timeline XLRE 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: 24,854 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 149,558 shares 149,558 $6.59M 0.06% new 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: 9,337 shares; 2024Q4: 6,115 shares; 2025Q1: 5,988 shares; 2025Q2: 5,369 shares; 2025Q3: 5,674 shares; 2025Q4: 6,433 shares; 2026Q1: 9,120 shares; 2026Q2: 8,472 shares 8,472 $6.47M 0.06% -648 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: 22,535 shares; 2024Q4: 22,898 shares; 2025Q1: 25,436 shares; 2025Q2: 25,380 shares; 2025Q3: 25,827 shares; 2025Q4: 25,844 shares; 2026Q1: 30,083 shares; 2026Q2: 28,903 shares 28,903 $6.39M 0.06% -1,180 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: 165,116 shares; 2024Q4: 165,890 shares; 2025Q1: 162,774 shares; 2025Q2: 163,299 shares; 2025Q3: 165,120 shares; 2025Q4: 168,339 shares; 2026Q1: 170,591 shares; 2026Q2: 172,279 shares 172,279 $6.25M 0.06% +1,688 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: 43,371 shares; 2024Q4: 45,309 shares; 2025Q1: 34,187 shares; 2025Q2: 33,727 shares; 2025Q3: 33,999 shares; 2025Q4: 30,019 shares; 2026Q1: 29,849 shares; 2026Q2: 27,844 shares 27,844 $6.24M 0.06% -2,005 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: 46,215 shares; 2024Q4: 48,794 shares; 2025Q1: 44,638 shares; 2025Q2: 45,053 shares; 2025Q3: 41,419 shares; 2025Q4: 52,485 shares; 2026Q1: 53,302 shares; 2026Q2: 96,580 shares 96,580 $6.07M 0.06% +43,278 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: 34,992 shares; 2024Q4: 32,798 shares; 2025Q1: 27,679 shares; 2025Q2: 30,484 shares; 2025Q3: 75,800 shares; 2025Q4: 77,265 shares; 2026Q1: 68,529 shares; 2026Q2: 62,555 shares 62,555 $6.02M 0.06% -5,974 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: 56,611 shares; 2024Q4: 52,360 shares; 2025Q1: 55,104 shares; 2025Q2: 53,901 shares; 2025Q3: 53,749 shares; 2025Q4: 56,791 shares; 2026Q1: 56,887 shares; 2026Q2: 57,423 shares 57,423 $5.94M 0.06% +536 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: 12,002 shares; 2024Q4: 12,269 shares; 2025Q1: 12,269 shares; 2025Q2: 12,269 shares; 2025Q3: 11,748 shares; 2025Q4: 14,298 shares; 2026Q1: 14,220 shares; 2026Q2: 14,359 shares 14,359 $5.88M 0.06% +139 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: 3,060 shares; 2024Q4: 3,127 shares; 2025Q1: 2,789 shares; 2025Q2: 2,474 shares; 2025Q3: 22,666 shares; 2025Q4: 21,717 shares; 2026Q1: 21,104 shares; 2026Q2: 21,289 shares 21,289 $5.87M 0.06% +185 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: 9,680 shares; 2024Q4: 9,566 shares; 2025Q1: 9,254 shares; 2025Q2: 8,510 shares; 2025Q3: 9,903 shares; 2025Q4: 9,219 shares; 2026Q1: 9,346 shares; 2026Q2: 9,943 shares 9,943 $5.78M 0.06% +597 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: 59,871 shares; 2024Q4: 61,707 shares; 2025Q1: 61,428 shares; 2025Q2: 59,768 shares; 2025Q3: 58,355 shares; 2025Q4: 58,887 shares; 2026Q1: 57,562 shares; 2026Q2: 81,939 shares 81,939 $5.69M 0.05% +24,377 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: not reported; 2025Q3: not reported; 2025Q4: 4,346 shares; 2026Q1: 4,229 shares; 2026Q2: 4,151 shares 4,151 $5.65M 0.05% -78 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: 43,050 shares; 2024Q4: 44,371 shares; 2025Q1: 59,481 shares; 2025Q2: 58,948 shares; 2025Q3: 60,352 shares; 2025Q4: 61,645 shares; 2026Q1: 67,139 shares; 2026Q2: 67,337 shares 67,337 $5.64M 0.05% +198 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: 28,882 shares; 2026Q2: 25,103 shares 25,103 $5.59M 0.05% -3,779 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: 56,326 shares; 2024Q4: 165,670 shares; 2025Q1: 142,062 shares; 2025Q2: 142,148 shares; 2025Q3: 141,029 shares; 2025Q4: 162,412 shares; 2026Q1: 156,669 shares; 2026Q2: 181,529 shares 181,529 $5.34M 0.05% +24,860 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: 39,480 shares; 2025Q1: 67,841 shares; 2025Q2: 61,773 shares; 2025Q3: 27,396 shares; 2025Q4: 24,625 shares; 2026Q1: 23,818 shares; 2026Q2: 23,228 shares 23,228 $5.19M 0.05% -590 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,032 shares; 2024Q4: 32,862 shares; 2025Q1: 31,335 shares; 2025Q2: 30,625 shares; 2025Q3: 30,576 shares; 2025Q4: 34,469 shares; 2026Q1: 34,581 shares; 2026Q2: 33,778 shares 33,778 $5.18M 0.05% -803 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,552 shares; 2024Q4: 61,680 shares; 2025Q1: 58,859 shares; 2025Q2: 58,046 shares; 2025Q3: 58,449 shares; 2025Q4: 49,240 shares; 2026Q1: 46,407 shares; 2026Q2: 47,500 shares 47,500 $5.18M 0.05% +1,093 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: 133,678 shares; 2024Q4: 127,840 shares; 2025Q1: 111,155 shares; 2025Q2: 101,461 shares; 2025Q3: 76,440 shares; 2025Q4: 36,145 shares; 2026Q1: 32,792 shares; 2026Q2: 31,959 shares 31,959 $5.17M 0.05% -833 Timeline VTWG 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: 13,073 shares; 2024Q4: 12,860 shares; 2025Q1: 15,790 shares; 2025Q2: 18,040 shares; 2025Q3: 17,740 shares; 2025Q4: 17,181 shares; 2026Q1: 17,079 shares; 2026Q2: 17,629 shares 17,629 $5.07M 0.05% +550 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: 5,270 shares; 2024Q4: 5,531 shares; 2025Q1: 4,413 shares; 2025Q2: 4,277 shares; 2025Q3: 4,349 shares; 2025Q4: 4,614 shares; 2026Q1: 4,619 shares; 2026Q2: 42,110 shares 42,110 $5.03M 0.05% +37,491 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,381 shares; 2025Q4: 37,102 shares; 2026Q1: 37,890 shares; 2026Q2: 39,919 shares 39,919 $5.03M 0.05% +2,029 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,331 shares; 2024Q4: 76,442 shares; 2025Q1: 77,841 shares; 2025Q2: 73,329 shares; 2025Q3: 71,523 shares; 2025Q4: not reported; 2026Q1: 60,078 shares; 2026Q2: 66,814 shares 66,814 $5.03M 0.05% +6,736 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,280 shares; 2024Q4: 161,716 shares; 2025Q1: 159,779 shares; 2025Q2: 124,330 shares; 2025Q3: 124,809 shares; 2025Q4: 106,722 shares; 2026Q1: 107,043 shares; 2026Q2: 100,126 shares 100,126 $5.01M 0.05% -6,917 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,273 shares; 2025Q1: 39,211 shares; 2025Q2: 10,990 shares; 2025Q3: 11,441 shares; 2025Q4: 8,268 shares; 2026Q1: 10,130 shares; 2026Q2: 11,550 shares 11,550 $5M 0.05% +1,420 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,221 shares; 2024Q4: 41,567 shares; 2025Q1: 41,565 shares; 2025Q2: 35,545 shares; 2025Q3: 33,740 shares; 2025Q4: 33,721 shares; 2026Q1: 34,179 shares; 2026Q2: 33,909 shares 33,909 $4.96M 0.05% -270 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: 33,985 shares; 2024Q4: 33,028 shares; 2025Q1: 31,059 shares; 2025Q2: 30,872 shares; 2025Q3: 31,024 shares; 2025Q4: 33,351 shares; 2026Q1: 34,236 shares; 2026Q2: 32,706 shares 32,706 $4.68M 0.04% -1,530 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: 11,113 shares; 2024Q4: 11,257 shares; 2025Q1: 10,623 shares; 2025Q2: 10,655 shares; 2025Q3: 27,783 shares; 2025Q4: 20,645 shares; 2026Q1: 19,578 shares; 2026Q2: 17,233 shares 17,233 $4.66M 0.04% -2,345 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,057 shares; 2024Q4: 63,929 shares; 2025Q1: 57,459 shares; 2025Q2: not reported; 2025Q3: 54,853 shares; 2025Q4: 48,913 shares; 2026Q1: 43,569 shares; 2026Q2: 52,845 shares 52,845 $4.64M 0.04% +9,276 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: 55,216 shares; 2024Q4: 81,033 shares; 2025Q1: 12,185 shares; 2025Q2: 13,751 shares; 2025Q3: 13,765 shares; 2025Q4: 15,385 shares; 2026Q1: 14,505 shares; 2026Q2: 14,643 shares 14,643 $4.59M 0.04% +138 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: 88,021 shares; 2024Q4: not reported; 2025Q1: 77,016 shares; 2025Q2: not reported; 2025Q3: 3,123 shares; 2025Q4: 59,652 shares; 2026Q1: 52,499 shares; 2026Q2: 59,811 shares 59,811 $4.58M 0.04% +7,312 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,578 shares; 2024Q4: 129,290 shares; 2025Q1: 119,755 shares; 2025Q2: 113,387 shares; 2025Q3: 113,720 shares; 2025Q4: 106,901 shares; 2026Q1: 88,579 shares; 2026Q2: 87,036 shares 87,036 $4.44M 0.04% -1,543 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,496 shares; 2024Q4: 37,496 shares; 2025Q1: 37,374 shares; 2025Q2: 37,374 shares; 2025Q3: 37,374 shares; 2025Q4: 37,374 shares; 2026Q1: 37,374 shares; 2026Q2: 37,374 shares 37,374 $4.42M 0.04% 0 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,330 shares; 2024Q4: 209,961 shares; 2025Q1: 145,890 shares; 2025Q2: 132,309 shares; 2025Q3: 118,129 shares; 2025Q4: 112,395 shares; 2026Q1: 111,410 shares; 2026Q2: 103,903 shares 103,903 $4.42M 0.04% -7,507 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: 32,610 shares; 2024Q4: 32,437 shares; 2025Q1: 28,904 shares; 2025Q2: 29,158 shares; 2025Q3: 29,714 shares; 2025Q4: 32,147 shares; 2026Q1: 33,790 shares; 2026Q2: 34,341 shares 34,341 $4.34M 0.04% +551 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 9,854 shares; 2026Q2: 10,799 shares 10,799 $4.33M 0.04% +945 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96,031 shares 96,031 $4.33M 0.04% new 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: 37,166 shares; 2024Q4: 36,937 shares; 2025Q1: 36,887 shares; 2025Q2: 35,716 shares; 2025Q3: 37,334 shares; 2025Q4: 41,035 shares; 2026Q1: 49,151 shares; 2026Q2: 48,876 shares 48,876 $4.25M 0.04% -275 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,566 shares; 2024Q4: 19,751 shares; 2025Q1: 15,645 shares; 2025Q2: 15,185 shares; 2025Q3: 16,031 shares; 2025Q4: 14,648 shares; 2026Q1: 14,681 shares; 2026Q2: 14,200 shares 14,200 $4.23M 0.04% -481 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,004 shares; 2024Q4: 133,670 shares; 2025Q1: 151,247 shares; 2025Q2: 154,504 shares; 2025Q3: 158,451 shares; 2025Q4: 167,197 shares; 2026Q1: 163,459 shares; 2026Q2: 165,231 shares 165,231 $4.16M 0.04% +1,772 Timeline ITT ITT INC More: the full row for ITT 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: 20,350 shares; 2025Q4: 20,550 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $4.15M 0.04% 0 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: 125,607 shares; 2024Q4: 111,038 shares; 2025Q1: 8,352 shares; 2025Q2: 2,822 shares; 2025Q3: 37,731 shares; 2025Q4: 34,689 shares; 2026Q1: 32,812 shares; 2026Q2: 31,596 shares 31,596 $4.13M 0.04% -1,216 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 16,466 shares 16,466 $4M 0.04% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,790 shares; 2024Q4: 15,539 shares; 2025Q1: 15,553 shares; 2025Q2: 15,205 shares; 2025Q3: 15,195 shares; 2025Q4: 12,911 shares; 2026Q1: 13,473 shares; 2026Q2: 13,536 shares 13,536 $3.97M 0.04% +63 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: 100,978 shares; 2024Q4: 97,872 shares; 2025Q1: 89,694 shares; 2025Q2: 95,962 shares; 2025Q3: 105,807 shares; 2025Q4: 101,750 shares; 2026Q1: 91,574 shares; 2026Q2: 93,614 shares 93,614 $3.96M 0.04% +2,040 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,821 shares; 2024Q4: 49,821 shares; 2025Q1: 49,821 shares; 2025Q2: 49,821 shares; 2025Q3: 50,038 shares; 2025Q4: 27,433 shares; 2026Q1: 23,580 shares; 2026Q2: 23,580 shares 23,580 $3.86M 0.04% 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: 38,677 shares; 2024Q4: 54,034 shares; 2025Q1: 54,034 shares; 2025Q2: 53,891 shares; 2025Q3: 51,157 shares; 2025Q4: 50,045 shares; 2026Q1: 50,075 shares; 2026Q2: 48,942 shares 48,942 $3.86M 0.04% -1,133 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: 131,520 shares; 2024Q4: 130,532 shares; 2025Q1: 8,865 shares; 2025Q2: 8,953 shares; 2025Q3: 9,160 shares; 2025Q4: 9,024 shares; 2026Q1: 9,421 shares; 2026Q2: 8,869 shares 8,869 $3.83M 0.04% -552 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,024 shares; 2024Q4: 47,768 shares; 2025Q1: 41,072 shares; 2025Q2: 41,097 shares; 2025Q3: 40,530 shares; 2025Q4: 40,526 shares; 2026Q1: 28,372 shares; 2026Q2: 26,563 shares 26,563 $3.8M 0.04% -1,809 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,375 shares; 2025Q2: 21,539 shares; 2025Q3: 43,713 shares; 2025Q4: 44,565 shares; 2026Q1: 44,565 shares; 2026Q2: 44,565 shares 44,565 $3.58M 0.03% 0 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: 6,070 shares; 2024Q4: 6,691 shares; 2025Q1: 7,566 shares; 2025Q2: 7,205 shares; 2025Q3: 8,658 shares; 2025Q4: 8,767 shares; 2026Q1: 9,342 shares; 2026Q2: 9,644 shares 9,644 $3.55M 0.03% +302 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: 68,894 shares; 2024Q4: 68,932 shares; 2025Q1: 56,707 shares; 2025Q2: 72,161 shares; 2025Q3: 79,515 shares; 2025Q4: 66,110 shares; 2026Q1: 69,309 shares; 2026Q2: 61,642 shares 61,642 $3.55M 0.03% -7,667 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 53,244 shares 53,244 $3.54M 0.03% new 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: 45,853 shares; 2024Q4: 8,255 shares; 2025Q1: 22,836 shares; 2025Q2: 108,225 shares; 2025Q3: 116,234 shares; 2025Q4: 112,747 shares; 2026Q1: 23,928 shares; 2026Q2: 46,798 shares 46,798 $3.53M 0.03% +22,870 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,056 shares; 2024Q4: 44,131 shares; 2025Q1: 44,967 shares; 2025Q2: 44,967 shares; 2025Q3: 44,967 shares; 2025Q4: 45,020 shares; 2026Q1: 46,347 shares; 2026Q2: 46,347 shares 46,347 $3.53M 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,622 shares; 2024Q4: 7,643 shares; 2025Q1: 7,918 shares; 2025Q2: 7,728 shares; 2025Q3: 11,609 shares; 2025Q4: 11,998 shares; 2026Q1: 7,570 shares; 2026Q2: 8,768 shares 8,768 $3.49M 0.03% +1,198 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,938 shares; 2024Q4: 3,938 shares; 2025Q1: 3,938 shares; 2025Q2: 3,938 shares; 2025Q3: 3,938 shares; 2025Q4: 3,938 shares; 2026Q1: 3,938 shares; 2026Q2: 42,014 shares 42,014 $3.47M 0.03% +38,076 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: 18,419 shares; 2024Q4: 20,217 shares; 2025Q1: 20,049 shares; 2025Q2: 20,420 shares; 2025Q3: 20,786 shares; 2025Q4: 20,866 shares; 2026Q1: 32,865 shares; 2026Q2: 19,644 shares 19,644 $3.46M 0.03% -13,221 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: 165,965 shares; 2024Q4: 157,285 shares; 2025Q1: 129,083 shares; 2025Q2: 138,118 shares; 2025Q3: 142,102 shares; 2025Q4: 149,824 shares; 2026Q1: 162,373 shares; 2026Q2: 166,632 shares 166,632 $3.45M 0.03% +4,259 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,668 shares; 2024Q4: 37,636 shares; 2025Q1: 39,214 shares; 2025Q2: 38,121 shares; 2025Q3: 38,060 shares; 2025Q4: 28,452 shares; 2026Q1: 29,680 shares; 2026Q2: 28,923 shares 28,923 $3.45M 0.03% -757 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: 7,389 shares; 2024Q4: 8,626 shares; 2025Q1: 7,641 shares; 2025Q2: 7,755 shares; 2025Q3: 7,980 shares; 2025Q4: 59,515 shares; 2026Q1: 33,396 shares; 2026Q2: 34,708 shares 34,708 $3.45M 0.03% +1,312 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: 14,336 shares; 2024Q4: 10,997 shares; 2025Q1: 7,647 shares; 2025Q2: 7,680 shares; 2025Q3: 6,974 shares; 2025Q4: 7,023 shares; 2026Q1: 6,623 shares; 2026Q2: 6,678 shares 6,678 $3.44M 0.03% +55 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,934 shares; 2024Q4: 57,673 shares; 2025Q1: 55,453 shares; 2025Q2: 62,692 shares; 2025Q3: 62,808 shares; 2025Q4: 59,898 shares; 2026Q1: 59,225 shares; 2026Q2: 59,353 shares 59,353 $3.44M 0.03% +128 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,684 shares; 2024Q4: 14,699 shares; 2025Q1: 14,694 shares; 2025Q2: 14,696 shares; 2025Q3: 15,471 shares; 2025Q4: 22,394 shares; 2026Q1: 23,386 shares; 2026Q2: 24,799 shares 24,799 $3.41M 0.03% +1,413 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: 34,138 shares; 2024Q4: 33,594 shares; 2025Q1: 78,279 shares; 2025Q2: 78,696 shares; 2025Q3: 79,804 shares; 2025Q4: 79,897 shares; 2026Q1: 95,389 shares; 2026Q2: 92,219 shares 92,219 $3.39M 0.03% -3,170 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: 20,705 shares; 2024Q4: 20,296 shares; 2025Q1: 20,279 shares; 2025Q2: 20,165 shares; 2025Q3: 22,242 shares; 2025Q4: 22,126 shares; 2026Q1: 20,738 shares; 2026Q2: 23,100 shares 23,100 $3.38M 0.03% +2,362 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: 10,090 shares; 2024Q4: 10,657 shares; 2025Q1: 11,267 shares; 2025Q2: 11,217 shares; 2025Q3: 13,601 shares; 2025Q4: 21,804 shares; 2026Q1: 16,509 shares; 2026Q2: 17,396 shares 17,396 $3.31M 0.03% +887 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,422 shares; 2024Q4: 10,957 shares; 2025Q1: 4,190 shares; 2025Q2: 4,145 shares; 2025Q3: 4,948 shares; 2025Q4: 42,979 shares; 2026Q1: 44,855 shares; 2026Q2: 45,728 shares 45,728 $3.26M 0.03% +873 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: 2,142 shares; 2024Q4: 2,108 shares; 2025Q1: 20,131 shares; 2025Q2: 20,063 shares; 2025Q3: 20,063 shares; 2025Q4: 20,379 shares; 2026Q1: 20,401 shares; 2026Q2: 21,924 shares 21,924 $3.24M 0.03% +1,523 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS 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: 18,082 shares 18,082 $3.21M 0.03% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,401 shares; 2024Q4: 15,273 shares; 2025Q1: 18,526 shares; 2025Q2: 24,287 shares; 2025Q3: 23,627 shares; 2025Q4: 23,627 shares; 2026Q1: 34,614 shares; 2026Q2: 34,998 shares 34,998 $3.12M 0.03% +384 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: 20,542 shares; 2024Q4: 20,886 shares; 2025Q1: 18,549 shares; 2025Q2: 22,060 shares; 2025Q3: 21,904 shares; 2025Q4: 20,665 shares; 2026Q1: 27,434 shares; 2026Q2: 27,415 shares 27,415 $3.02M 0.03% -19 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: 36,323 shares; 2024Q4: 109,000 shares; 2025Q1: 109,572 shares; 2025Q2: 96,875 shares; 2025Q3: 104,571 shares; 2025Q4: 104,766 shares; 2026Q1: 104,195 shares; 2026Q2: 103,832 shares 103,832 $3.01M 0.03% -363 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: 4,513 shares; 2024Q4: 4,513 shares; 2025Q1: 3,707 shares; 2025Q2: 3,708 shares; 2025Q3: 3,753 shares; 2025Q4: 3,854 shares; 2026Q1: 3,855 shares; 2026Q2: 4,256 shares 4,256 $2.99M 0.03% +401 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: 18,350 shares; 2024Q4: 18,348 shares; 2025Q1: 19,180 shares; 2025Q2: 19,126 shares; 2025Q3: 19,160 shares; 2025Q4: 25,721 shares; 2026Q1: 26,649 shares; 2026Q2: 26,603 shares 26,603 $2.97M 0.03% -46 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,963 shares; 2024Q4: 16,963 shares; 2025Q1: 16,963 shares; 2025Q2: 16,963 shares; 2025Q3: 16,962 shares; 2025Q4: 15,282 shares; 2026Q1: 15,289 shares; 2026Q2: 16,588 shares 16,588 $2.88M 0.03% +1,299 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: 12,387 shares; 2024Q4: 14,808 shares; 2025Q1: 8,028 shares; 2025Q2: 6,200 shares; 2025Q3: 6,399 shares; 2025Q4: 6,739 shares; 2026Q1: 6,835 shares; 2026Q2: 7,258 shares 7,258 $2.88M 0.03% +423 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,095 shares; 2024Q4: 62,995 shares; 2025Q1: 60,430 shares; 2025Q2: 65,357 shares; 2025Q3: 65,261 shares; 2025Q4: 55,430 shares; 2026Q1: 54,686 shares; 2026Q2: 54,793 shares 54,793 $2.86M 0.03% +107 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,433 shares; 2024Q4: 7,705 shares; 2025Q1: 7,319 shares; 2025Q2: 10,419 shares; 2025Q3: 9,905 shares; 2025Q4: 11,501 shares; 2026Q1: 12,587 shares; 2026Q2: 13,368 shares 13,368 $2.79M 0.03% +781 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: 2,427 shares; 2024Q4: 2,650 shares; 2025Q1: 3,400 shares; 2025Q2: 3,266 shares; 2025Q3: 3,713 shares; 2025Q4: 3,425 shares; 2026Q1: 4,355 shares; 2026Q2: 4,177 shares 4,177 $2.74M 0.03% -178 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: 8,702 shares; 2024Q4: 11,026 shares; 2025Q1: 8,375 shares; 2025Q2: 70,885 shares; 2025Q3: 49,613 shares; 2025Q4: 48,973 shares; 2026Q1: 18,021 shares; 2026Q2: 17,415 shares 17,415 $2.73M 0.03% -606 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,606 shares; 2024Q4: 15,606 shares; 2025Q1: 15,606 shares; 2025Q2: 15,606 shares; 2025Q3: 15,606 shares; 2025Q4: 15,606 shares; 2026Q1: 33,109 shares; 2026Q2: 33,063 shares 33,063 $2.68M 0.03% -46 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,302 shares; 2024Q4: 5,252 shares; 2025Q1: 5,222 shares; 2025Q2: 5,063 shares; 2025Q3: 5,063 shares; 2025Q4: 5,069 shares; 2026Q1: 5,070 shares; 2026Q2: 5,082 shares 5,082 $2.68M 0.03% +12 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,186 shares; 2024Q4: 26,186 shares; 2025Q1: 26,186 shares; 2025Q2: 26,186 shares; 2025Q3: 26,186 shares; 2025Q4: 26,186 shares; 2026Q1: 23,798 shares; 2026Q2: 22,743 shares 22,743 $2.66M 0.03% -1,055 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,347 shares; 2025Q4: 69,245 shares; 2026Q1: 58,445 shares; 2026Q2: 48,329 shares 48,329 $2.64M 0.03% -10,116 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,622 shares; 2024Q4: 22,422 shares; 2025Q1: 22,922 shares; 2025Q2: 26,580 shares; 2025Q3: 27,426 shares; 2025Q4: 55,480 shares; 2026Q1: 56,368 shares; 2026Q2: 27,468 shares 27,468 $2.64M 0.03% -28,900 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,399 shares; 2024Q4: 5,237 shares; 2025Q1: 6,200 shares; 2025Q2: 6,570 shares; 2025Q3: 6,803 shares; 2025Q4: 7,105 shares; 2026Q1: 7,398 shares; 2026Q2: 8,736 shares 8,736 $2.62M 0.03% +1,338 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,922 shares; 2024Q4: 25,920 shares; 2025Q1: 24,965 shares; 2025Q2: 24,989 shares; 2025Q3: 26,297 shares; 2025Q4: 25,691 shares; 2026Q1: 27,262 shares; 2026Q2: 26,871 shares 26,871 $2.62M 0.03% -391 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: 15,133 shares; 2024Q4: 15,134 shares; 2025Q1: 15,126 shares; 2025Q2: 15,125 shares; 2025Q3: 15,125 shares; 2025Q4: 15,173 shares; 2026Q1: 15,167 shares; 2026Q2: 16,938 shares 16,938 $2.6M 0.02% +1,771 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: 59,466 shares; 2024Q4: 60,031 shares; 2025Q1: 60,122 shares; 2025Q2: 10,267 shares; 2025Q3: 6,250 shares; 2025Q4: 6,133 shares; 2026Q1: 6,284 shares; 2026Q2: 6,246 shares 6,246 $2.6M 0.02% -38 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: 8,176 shares; 2026Q1: 8,045 shares; 2026Q2: 7,841 shares 7,841 $2.59M 0.02% -204 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: 7,341 shares; 2024Q4: 11,905 shares; 2025Q1: 8,242 shares; 2025Q2: 8,202 shares; 2025Q3: 8,401 shares; 2025Q4: 9,012 shares; 2026Q1: 9,203 shares; 2026Q2: 16,025 shares 16,025 $2.54M 0.02% +6,822 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: 17,864 shares; 2024Q4: 19,291 shares; 2025Q1: 18,562 shares; 2025Q2: 25,431 shares; 2025Q3: 26,886 shares; 2025Q4: 30,245 shares; 2026Q1: 30,264 shares; 2026Q2: 30,465 shares 30,465 $2.52M 0.02% +201 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,802 shares; 2024Q4: 20,774 shares; 2025Q1: 19,687 shares; 2025Q2: 19,822 shares; 2025Q3: 21,114 shares; 2025Q4: 25,062 shares; 2026Q1: 20,727 shares; 2026Q2: 20,540 shares 20,540 $2.51M 0.02% -187 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: 8,168 shares; 2024Q4: 8,171 shares; 2025Q1: 22,519 shares; 2025Q2: 22,427 shares; 2025Q3: 22,586 shares; 2025Q4: 22,586 shares; 2026Q1: 21,980 shares; 2026Q2: 21,281 shares 21,281 $2.5M 0.02% -699 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: 200,533 shares; 2024Q4: 219,712 shares; 2025Q1: 144,463 shares; 2025Q2: 157,976 shares; 2025Q3: 163,776 shares; 2025Q4: 178,774 shares; 2026Q1: 177,661 shares; 2026Q2: 179,775 shares 179,775 $2.5M 0.02% +2,114 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: 27,930 shares; 2024Q4: 27,930 shares; 2025Q1: 27,775 shares; 2025Q2: 27,820 shares; 2025Q3: 23,032 shares; 2025Q4: 23,032 shares; 2026Q1: 15,146 shares; 2026Q2: 15,112 shares 15,112 $2.49M 0.02% -34 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,185 shares; 2024Q4: 7,264 shares; 2025Q1: 4,132 shares; 2025Q2: 4,132 shares; 2025Q3: 4,054 shares; 2025Q4: 6,774 shares; 2026Q1: 6,774 shares; 2026Q2: 6,774 shares 6,774 $2.48M 0.02% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,768 shares; 2024Q4: 3,961 shares; 2025Q1: 3,961 shares; 2025Q2: 3,961 shares; 2025Q3: 3,961 shares; 2025Q4: 3,672 shares; 2026Q1: 3,711 shares; 2026Q2: 27,599 shares 27,599 $2.43M 0.02% +23,888 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: 2,343 shares; 2024Q4: 2,273 shares; 2025Q1: 2,186 shares; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 2,637 shares; 2026Q1: 3,394 shares; 2026Q2: 3,394 shares 3,394 $2.42M 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,934 shares; 2024Q4: 14,249 shares; 2025Q1: 12,396 shares; 2025Q2: 9,842 shares; 2025Q3: 10,086 shares; 2025Q4: 25,344 shares; 2026Q1: 24,748 shares; 2026Q2: 24,331 shares 24,331 $2.35M 0.02% -417 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,560 shares; 2024Q4: 9,861 shares; 2025Q1: 9,861 shares; 2025Q2: 9,373 shares; 2025Q3: 9,291 shares; 2025Q4: 9,146 shares; 2026Q1: 9,146 shares; 2026Q2: 9,146 shares 9,146 $2.31M 0.02% 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: 6,670 shares; 2024Q4: 6,903 shares; 2025Q1: 3,779 shares; 2025Q2: 22,801 shares; 2025Q3: 14,175 shares; 2025Q4: 12,679 shares; 2026Q1: 18,982 shares; 2026Q2: 4,546 shares 4,546 $2.28M 0.02% -14,436 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,491 shares; 2024Q4: 25,928 shares; 2025Q1: 21,819 shares; 2025Q2: 21,222 shares; 2025Q3: 21,237 shares; 2025Q4: 21,205 shares; 2026Q1: 21,251 shares; 2026Q2: 16,631 shares 16,631 $2.27M 0.02% -4,620 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: 64,511 shares; 2024Q4: 41,077 shares; 2025Q1: 31,768 shares; 2025Q2: 30,691 shares; 2025Q3: 30,921 shares; 2025Q4: 30,019 shares; 2026Q1: 28,184 shares; 2026Q2: 28,425 shares 28,425 $2.25M 0.02% +241 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,095 shares; 2024Q4: 12,202 shares; 2025Q1: 11,704 shares; 2025Q2: 6,328 shares; 2025Q3: 6,229 shares; 2025Q4: 7,482 shares; 2026Q1: 6,987 shares; 2026Q2: 7,464 shares 7,464 $2.23M 0.02% +477 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: 14,388 shares; 2024Q4: 45,557 shares; 2025Q1: 46,269 shares; 2025Q2: 45,730 shares; 2025Q3: 46,558 shares; 2025Q4: 62,825 shares; 2026Q1: 66,565 shares; 2026Q2: 69,854 shares 69,854 $2.22M 0.02% +3,289 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: 12,318 shares; 2024Q4: 13,003 shares; 2025Q1: 12,447 shares; 2025Q2: 12,812 shares; 2025Q3: 13,071 shares; 2025Q4: 14,472 shares; 2026Q1: 15,077 shares; 2026Q2: 15,255 shares 15,255 $2.21M 0.02% +178 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: 11,309 shares; 2024Q4: 11,229 shares; 2025Q1: 10,848 shares; 2025Q2: 9,850 shares; 2025Q3: 10,283 shares; 2025Q4: 11,130 shares; 2026Q1: 11,153 shares; 2026Q2: 12,787 shares 12,787 $2.17M 0.02% +1,634 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,913 shares; 2025Q3: 51,956 shares; 2025Q4: 39,435 shares; 2026Q1: 39,468 shares; 2026Q2: 39,467 shares 39,467 $2.03M 0.02% -1 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,191 shares; 2024Q4: 15,424 shares; 2025Q1: 16,733 shares; 2025Q2: 16,018 shares; 2025Q3: 16,281 shares; 2025Q4: 17,994 shares; 2026Q1: 16,474 shares; 2026Q2: 16,462 shares 16,462 $2.03M 0.02% -12 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: 9,405 shares; 2024Q4: 9,565 shares; 2025Q1: 9,782 shares; 2025Q2: 9,859 shares; 2025Q3: 9,956 shares; 2025Q4: 10,155 shares; 2026Q1: 12,763 shares; 2026Q2: 12,844 shares 12,844 $2.01M 0.02% +81 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,100 shares; 2024Q4: 14,700 shares; 2025Q1: 14,483 shares; 2025Q2: 12,798 shares; 2025Q3: 12,808 shares; 2025Q4: 12,632 shares; 2026Q1: 12,521 shares; 2026Q2: 13,248 shares 13,248 $2M 0.02% +727 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: 27,696 shares; 2024Q4: 24,861 shares; 2025Q1: 21,935 shares; 2025Q2: 21,841 shares; 2025Q3: 21,841 shares; 2025Q4: 21,841 shares; 2026Q1: 21,841 shares; 2026Q2: 21,841 shares 21,841 $2M 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,987 shares; 2024Q4: 184,323 shares; 2025Q1: 246,846 shares; 2025Q2: 183,083 shares; 2025Q3: 182,258 shares; 2025Q4: 173,803 shares; 2026Q1: 24,607 shares; 2026Q2: 21,405 shares 21,405 $1.96M 0.02% -3,202 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER 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: not reported; 2025Q4: 60,491 shares; 2026Q1: 60,491 shares; 2026Q2: 60,491 shares 60,491 $1.95M 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,210 shares; 2024Q4: 4,337 shares; 2025Q1: 4,344 shares; 2025Q2: 4,367 shares; 2025Q3: 4,381 shares; 2025Q4: 4,375 shares; 2026Q1: 4,371 shares; 2026Q2: 4,222 shares 4,222 $1.94M 0.02% -149 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: 14,908 shares; 2024Q4: 15,361 shares; 2025Q1: 14,801 shares; 2025Q2: 15,057 shares; 2025Q3: 25,693 shares; 2025Q4: 26,587 shares; 2026Q1: 26,546 shares; 2026Q2: 26,879 shares 26,879 $1.93M 0.02% +333 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: 4,499 shares; 2024Q4: 4,462 shares; 2025Q1: 4,551 shares; 2025Q2: 4,551 shares; 2025Q3: 4,573 shares; 2025Q4: 4,556 shares; 2026Q1: 4,563 shares; 2026Q2: 5,391 shares 5,391 $1.91M 0.02% +828 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: 66,831 shares; 2024Q4: 41,633 shares; 2025Q1: 41,047 shares; 2025Q2: 40,299 shares; 2025Q3: 47,737 shares; 2025Q4: 8,614 shares; 2026Q1: 5,040 shares; 2026Q2: 4,910 shares 4,910 $1.9M 0.02% -130 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,470 shares; 2024Q4: 61,188 shares; 2025Q1: 47,376 shares; 2025Q2: 33,872 shares; 2025Q3: 32,778 shares; 2025Q4: 31,793 shares; 2026Q1: 27,653 shares; 2026Q2: 24,633 shares 24,633 $1.89M 0.02% -3,020 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,153 shares; 2024Q4: 22,766 shares; 2025Q1: 22,659 shares; 2025Q2: 22,726 shares; 2025Q3: 24,952 shares; 2025Q4: 24,575 shares; 2026Q1: 24,192 shares; 2026Q2: 23,916 shares 23,916 $1.89M 0.02% -276 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: 39,708 shares; 2024Q4: 36,526 shares; 2025Q1: 33,439 shares; 2025Q2: 54,099 shares; 2025Q3: 48,257 shares; 2025Q4: 48,097 shares; 2026Q1: 50,529 shares; 2026Q2: 50,603 shares 50,603 $1.87M 0.02% +74 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: not reported; 2025Q1: 1,013 shares; 2025Q2: 58,500 shares; 2025Q3: 56,316 shares; 2025Q4: 81,901 shares; 2026Q1: 25,359 shares; 2026Q2: 7,769 shares 7,769 $1.85M 0.02% -17,590 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: 6,821 shares; 2024Q4: 6,826 shares; 2025Q1: 6,706 shares; 2025Q2: 23,314 shares; 2025Q3: 23,632 shares; 2025Q4: 24,562 shares; 2026Q1: 23,513 shares; 2026Q2: 23,761 shares 23,761 $1.84M 0.02% +248 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: 4,965 shares; 2024Q4: 5,051 shares; 2025Q1: 4,560 shares; 2025Q2: 4,365 shares; 2025Q3: 48,963 shares; 2025Q4: 7,881 shares; 2026Q1: 8,253 shares; 2026Q2: 8,242 shares 8,242 $1.84M 0.02% -11 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: 118,739 shares; 2024Q4: 10,036 shares; 2025Q1: 10,229 shares; 2025Q2: 10,225 shares; 2025Q3: 12,321 shares; 2025Q4: 11,751 shares; 2026Q1: 12,589 shares; 2026Q2: 13,538 shares 13,538 $1.83M 0.02% +949 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: 15,448 shares; 2024Q4: 15,679 shares; 2025Q1: 14,410 shares; 2025Q2: 14,556 shares; 2025Q3: 12,687 shares; 2025Q4: 12,566 shares; 2026Q1: 11,840 shares; 2026Q2: 11,563 shares 11,563 $1.82M 0.02% -277 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: 236,625 shares; 2024Q4: 145,624 shares; 2025Q1: 141,547 shares; 2025Q2: 139,761 shares; 2025Q3: 137,728 shares; 2025Q4: 55,492 shares; 2026Q1: 51,956 shares; 2026Q2: 44,215 shares 44,215 $1.82M 0.02% -7,741 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,465 shares; 2024Q4: 119,465 shares; 2025Q1: 119,465 shares; 2025Q2: 119,465 shares; 2025Q3: 119,465 shares; 2025Q4: 119,465 shares; 2026Q1: 119,465 shares; 2026Q2: 119,474 shares 119,474 $1.8M 0.02% +9 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 3,584 shares; 2025Q3: 3,730 shares; 2025Q4: 3,808 shares; 2026Q1: 6,800 shares; 2026Q2: 6,680 shares 6,680 $1.8M 0.02% -120 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 45,899 shares; 2026Q2: 99,076 shares 99,076 $1.78M 0.02% +53,177 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: 5,523 shares; 2025Q2: 21,005 shares; 2025Q3: 21,005 shares; 2025Q4: 20,776 shares; 2026Q1: 21,802 shares; 2026Q2: 20,088 shares 20,088 $1.78M 0.02% -1,714 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: 61,036 shares; 2024Q4: 90,823 shares; 2025Q1: 88,600 shares; 2025Q2: 242,060 shares; 2025Q3: 193,931 shares; 2025Q4: 36,710 shares; 2026Q1: 36,659 shares; 2026Q2: 36,663 shares 36,663 $1.76M 0.02% +4 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,103 shares; 2024Q4: 2,967 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 8,052 shares; 2025Q4: 7,732 shares; 2026Q1: 7,243 shares; 2026Q2: 7,237 shares 7,237 $1.75M 0.02% -6 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: 12,832 shares; 2024Q4: 38,322 shares; 2025Q1: 37,383 shares; 2025Q2: 34,389 shares; 2025Q3: 34,397 shares; 2025Q4: 45,424 shares; 2026Q1: 45,429 shares; 2026Q2: 46,379 shares 46,379 $1.71M 0.02% +950 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,507 shares; 2024Q4: 14,956 shares; 2025Q1: 13,015 shares; 2025Q2: 13,015 shares; 2025Q3: 57,557 shares; 2025Q4: 59,601 shares; 2026Q1: 60,517 shares; 2026Q2: 52,687 shares 52,687 $1.68M 0.02% -7,830 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,024 shares; 2024Q4: 22,199 shares; 2025Q1: 23,699 shares; 2025Q2: 22,149 shares; 2025Q3: 23,373 shares; 2025Q4: 20,065 shares; 2026Q1: 21,285 shares; 2026Q2: 22,054 shares 22,054 $1.67M 0.02% +769 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,030 shares; 2024Q4: 18,928 shares; 2025Q1: 17,731 shares; 2025Q2: 17,726 shares; 2025Q3: 17,219 shares; 2025Q4: 15,489 shares; 2026Q1: 15,124 shares; 2026Q2: 15,181 shares 15,181 $1.67M 0.02% +57 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,684 shares; 2025Q1: 13,693 shares; 2025Q2: 13,693 shares; 2025Q3: 13,693 shares; 2025Q4: 13,693 shares; 2026Q1: 13,684 shares; 2026Q2: 13,684 shares 13,684 $1.66M 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,054 shares; 2024Q4: 13,766 shares; 2025Q1: 10,974 shares; 2025Q2: 10,956 shares; 2025Q3: 11,056 shares; 2025Q4: 10,517 shares; 2026Q1: 10,517 shares; 2026Q2: 10,517 shares 10,517 $1.64M 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,289 shares; 2024Q4: 3,322 shares; 2025Q1: 3,195 shares; 2025Q2: 3,276 shares; 2025Q3: 3,265 shares; 2025Q4: 3,318 shares; 2026Q1: 3,320 shares; 2026Q2: 3,276 shares 3,276 $1.62M 0.02% -44 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,965 shares; 2026Q2: 17,497 shares 17,497 $1.61M 0.02% +8,532 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: 107,666 shares; 2024Q4: 31,952 shares; 2025Q1: 34,547 shares; 2025Q2: 88,189 shares; 2025Q3: 84,971 shares; 2025Q4: 78,110 shares; 2026Q1: 68,818 shares; 2026Q2: 19,578 shares 19,578 $1.61M 0.02% -49,240 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: 10,814 shares; 2024Q4: 17,559 shares; 2025Q1: 17,125 shares; 2025Q2: 17,125 shares; 2025Q3: 17,125 shares; 2025Q4: 17,361 shares; 2026Q1: 29,534 shares; 2026Q2: 30,919 shares 30,919 $1.6M 0.02% +1,385 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: 7,077 shares; 2024Q4: 8,699 shares; 2025Q1: 8,813 shares; 2025Q2: 9,315 shares; 2025Q3: 9,315 shares; 2025Q4: 9,619 shares; 2026Q1: 9,780 shares; 2026Q2: 9,781 shares 9,781 $1.6M 0.02% +1 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: 4,974 shares; 2025Q1: 5,840 shares; 2025Q2: 6,982 shares; 2025Q3: 6,144 shares; 2025Q4: 7,876 shares; 2026Q1: 7,890 shares; 2026Q2: 7,925 shares 7,925 $1.59M 0.02% +35 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,277 shares; 2024Q4: 14,965 shares; 2025Q1: 13,688 shares; 2025Q2: 19,707 shares; 2025Q3: 21,082 shares; 2025Q4: 21,002 shares; 2026Q1: 21,097 shares; 2026Q2: 21,148 shares 21,148 $1.57M 0.02% +51 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: 7,552 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,852 shares; 2026Q1: 8,852 shares; 2026Q2: 15,239 shares 15,239 $1.56M 0.01% +6,387 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: 2,606 shares; 2024Q4: 2,625 shares; 2025Q1: 4,234 shares; 2025Q2: 2,625 shares; 2025Q3: 2,606 shares; 2025Q4: 2,727 shares; 2026Q1: 2,727 shares; 2026Q2: 4,472 shares 4,472 $1.54M 0.01% +1,745 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: 12,388 shares; 2024Q4: 13,701 shares; 2025Q1: 11,169 shares; 2025Q2: 10,231 shares; 2025Q3: 8,668 shares; 2025Q4: 8,676 shares; 2026Q1: 9,332 shares; 2026Q2: 12,526 shares 12,526 $1.47M 0.01% +3,194 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: 160,138 shares; 2024Q4: 34,575 shares; 2025Q1: 24,074 shares; 2025Q2: 20,690 shares; 2025Q3: 18,554 shares; 2025Q4: 13,482 shares; 2026Q1: 13,523 shares; 2026Q2: 14,016 shares 14,016 $1.43M 0.01% +493 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 829 shares; 2024Q4: 2,857 shares; 2025Q1: 2,981 shares; 2025Q2: 2,982 shares; 2025Q3: 2,956 shares; 2025Q4: 2,939 shares; 2026Q1: 3,198 shares; 2026Q2: 3,540 shares 3,540 $1.42M 0.01% +342 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: 11,949 shares; 2024Q4: 8,214 shares; 2025Q1: 7,397 shares; 2025Q2: 8,196 shares; 2025Q3: 10,058 shares; 2025Q4: 9,922 shares; 2026Q1: 10,052 shares; 2026Q2: 10,405 shares 10,405 $1.42M 0.01% +353 Timeline SOXX 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: 1,675 shares; 2025Q3: 1,905 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 2,213 shares 2,213 $1.42M 0.01% +263 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,267 shares; 2024Q4: 9,703 shares; 2025Q1: 6,415 shares; 2025Q2: 10,292 shares; 2025Q3: 10,883 shares; 2025Q4: 6,718 shares; 2026Q1: 11,281 shares; 2026Q2: 13,450 shares 13,450 $1.4M 0.01% +2,169 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: 4,974 shares; 2024Q4: 5,031 shares; 2025Q1: 3,880 shares; 2025Q2: 4,033 shares; 2025Q3: 4,156 shares; 2025Q4: 4,046 shares; 2026Q1: 5,949 shares; 2026Q2: 5,469 shares 5,469 $1.4M 0.01% -480 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,931 shares 13,931 $1.4M 0.01% new 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: 4,617 shares; 2024Q4: 4,613 shares; 2025Q1: 5,311 shares; 2025Q2: 5,305 shares; 2025Q3: 5,323 shares; 2025Q4: 5,371 shares; 2026Q1: 5,392 shares; 2026Q2: 7,802 shares 7,802 $1.39M 0.01% +2,410 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,155 shares; 2025Q2: 24,155 shares; 2025Q3: 24,155 shares; 2025Q4: 24,155 shares; 2026Q1: 24,155 shares; 2026Q2: 24,155 shares 24,155 $1.39M 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,303 shares; 2025Q4: 10,612 shares; 2026Q1: 16,574 shares; 2026Q2: 24,570 shares 24,570 $1.39M 0.01% +7,996 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: 3,488 shares; 2024Q4: 3,583 shares; 2025Q1: 2,485 shares; 2025Q2: 2,343 shares; 2025Q3: 1,890 shares; 2025Q4: 2,637 shares; 2026Q1: 2,711 shares; 2026Q2: 2,714 shares 2,714 $1.35M 0.01% +3 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,826 shares; 2026Q2: 35,734 shares 35,734 $1.33M 0.01% +29,908 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: 6,398 shares; 2024Q4: 142,579 shares; 2025Q1: 6,096 shares; 2025Q2: 69,595 shares; 2025Q3: 19,338 shares; 2025Q4: 17,542 shares; 2026Q1: 15,744 shares; 2026Q2: 15,886 shares 15,886 $1.27M 0.01% +142 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: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares; 2026Q2: 2,975 shares 2,975 $1.27M 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,298 shares; 2024Q4: 10,071 shares; 2025Q1: 10,071 shares; 2025Q2: 10,071 shares; 2025Q3: 10,071 shares; 2025Q4: 10,071 shares; 2026Q1: 10,563 shares; 2026Q2: 9,783 shares 9,783 $1.25M 0.01% -780 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: 111,199 shares; 2024Q4: 114,924 shares; 2025Q1: 101,899 shares; 2025Q2: 106,303 shares; 2025Q3: 114,730 shares; 2025Q4: 119,681 shares; 2026Q1: 115,967 shares; 2026Q2: 17,046 shares 17,046 $1.23M 0.01% -98,921 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,150 shares; 2024Q4: 39,150 shares; 2025Q1: 27,950 shares; 2025Q2: 27,950 shares; 2025Q3: 27,950 shares; 2025Q4: 43,500 shares; 2026Q1: 37,500 shares; 2026Q2: 38,400 shares 38,400 $1.21M 0.01% +900 Timeline VDE 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: 3,064 shares; 2024Q4: 3,476 shares; 2025Q1: 4,469 shares; 2025Q2: 2,060 shares; 2025Q3: 2,065 shares; 2025Q4: 2,112 shares; 2026Q1: 2,166 shares; 2026Q2: 8,007 shares 8,007 $1.2M 0.01% +5,841 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: 1,157 shares; 2024Q4: 976 shares; 2025Q1: 4,166 shares; 2025Q2: 4,960 shares; 2025Q3: 65,785 shares; 2025Q4: 28,547 shares; 2026Q1: 4,471 shares; 2026Q2: 5,465 shares 5,465 $1.19M 0.01% +994 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: not reported; 2024Q4: 4,754 shares; 2025Q1: 7,253 shares; 2025Q2: 8,469 shares; 2025Q3: 9,584 shares; 2025Q4: 12,092 shares; 2026Q1: 17,716 shares; 2026Q2: 10,224 shares 10,224 $1.19M 0.01% -7,492 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,867 shares; 2025Q1: 1,904 shares; 2025Q2: 2,001 shares; 2025Q3: 2,003 shares; 2025Q4: 2,870 shares; 2026Q1: 3,051 shares; 2026Q2: 3,051 shares 3,051 $1.19M 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,894 shares; 2024Q4: 7,894 shares; 2025Q1: 7,894 shares; 2025Q2: 7,644 shares; 2025Q3: 7,740 shares; 2025Q4: 7,788 shares; 2026Q1: 7,775 shares; 2026Q2: 7,761 shares 7,761 $1.18M 0.01% -14 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: 21,160 shares; 2024Q4: 21,163 shares; 2025Q1: 1,925 shares; 2025Q2: 1,949 shares; 2025Q3: 1,903 shares; 2025Q4: 21,342 shares; 2026Q1: 3,100 shares; 2026Q2: 3,161 shares 3,161 $1.17M 0.01% +61 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: 5,523 shares; 2024Q4: 6,036 shares; 2025Q1: 4,776 shares; 2025Q2: 4,772 shares; 2025Q3: 4,886 shares; 2025Q4: 10,060 shares; 2026Q1: 9,956 shares; 2026Q2: 9,938 shares 9,938 $1.17M 0.01% -18 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: 2,991 shares; 2024Q4: 3,224 shares; 2025Q1: 3,200 shares; 2025Q2: 3,254 shares; 2025Q3: 3,249 shares; 2025Q4: 3,329 shares; 2026Q1: 3,346 shares; 2026Q2: 3,355 shares 3,355 $1.16M 0.01% +9 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: 5,011 shares; 2024Q4: 5,105 shares; 2025Q1: 4,763 shares; 2025Q2: 4,623 shares; 2025Q3: 5,423 shares; 2025Q4: 5,689 shares; 2026Q1: 3,651 shares; 2026Q2: 3,646 shares 3,646 $1.15M 0.01% -5 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,956 shares; 2026Q1: 4,734 shares; 2026Q2: 4,779 shares 4,779 $1.14M 0.01% +45 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,889 shares; 2024Q4: 6,802 shares; 2025Q1: 6,627 shares; 2025Q2: 6,875 shares; 2025Q3: 6,416 shares; 2025Q4: 6,443 shares; 2026Q1: 7,474 shares; 2026Q2: 6,457 shares 6,457 $1.13M 0.01% -1,017 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,473 shares; 2024Q4: 12,252 shares; 2025Q1: 12,252 shares; 2025Q2: 12,252 shares; 2025Q3: 12,252 shares; 2025Q4: 12,252 shares; 2026Q1: 12,252 shares; 2026Q2: 8,677 shares 8,677 $1.13M 0.01% -3,575 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: 737 shares; 2024Q4: 734 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 921 shares; 2026Q1: 987 shares; 2026Q2: 986 shares 986 $1.12M 0.01% -1 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: 5,116 shares; 2024Q4: 5,154 shares; 2025Q1: 2,749 shares; 2025Q2: 3,534 shares; 2025Q3: 3,595 shares; 2025Q4: 4,273 shares; 2026Q1: 3,571 shares; 2026Q2: 4,460 shares 4,460 $1.11M 0.01% +889 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,396 shares; 2024Q4: 5,236 shares; 2025Q1: 5,155 shares; 2025Q2: 5,157 shares; 2025Q3: 5,158 shares; 2025Q4: 3,986 shares; 2026Q1: 3,298 shares; 2026Q2: 3,265 shares 3,265 $1.1M 0.01% -33 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: 15,581 shares; 2024Q4: 16,712 shares; 2025Q1: 15,087 shares; 2025Q2: 13,635 shares; 2025Q3: 33,115 shares; 2025Q4: 27,696 shares; 2026Q1: 25,363 shares; 2026Q2: 19,066 shares 19,066 $1.1M 0.01% -6,297 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,463 shares; 2024Q4: 2,341 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,419 shares; 2026Q1: 2,429 shares; 2026Q2: 2,421 shares 2,421 $1.1M 0.01% -8 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,580 shares; 2024Q4: 12,581 shares; 2025Q1: 12,119 shares; 2025Q2: 12,512 shares; 2025Q3: 11,048 shares; 2025Q4: 14,123 shares; 2026Q1: 9,643 shares; 2026Q2: 9,252 shares 9,252 $1.08M 0.01% -391 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,658 shares; 2024Q4: 41,358 shares; 2025Q1: 36,908 shares; 2025Q2: 35,575 shares; 2025Q3: 34,075 shares; 2025Q4: 24,400 shares; 2026Q1: 23,900 shares; 2026Q2: 23,700 shares 23,700 $1.08M 0.01% -200 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: 6,446 shares; 2024Q4: 6,709 shares; 2025Q1: 5,167 shares; 2025Q2: 3,446 shares; 2025Q3: 4,342 shares; 2025Q4: 4,930 shares; 2026Q1: 5,763 shares; 2026Q2: 6,358 shares 6,358 $1.07M 0.01% +595 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,496 shares; 2024Q4: 3,492 shares; 2025Q1: 3,185 shares; 2025Q2: 3,185 shares; 2025Q3: 6,085 shares; 2025Q4: 6,765 shares; 2026Q1: 4,695 shares; 2026Q2: 4,750 shares 4,750 $1.07M 0.01% +55 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,362 shares; 2024Q4: 3,795 shares; 2025Q1: 3,616 shares; 2025Q2: 3,615 shares; 2025Q3: 4,568 shares; 2025Q4: 5,105 shares; 2026Q1: 4,468 shares; 2026Q2: 4,064 shares 4,064 $1.06M 0.01% -404 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: 22,990 shares; 2024Q4: 22,990 shares; 2025Q1: 18,311 shares; 2025Q2: 17,371 shares; 2025Q3: 16,571 shares; 2025Q4: 16,571 shares; 2026Q1: 19,171 shares; 2026Q2: 20,171 shares 20,171 $1.05M 0.01% +1,000 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG 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: not reported; 2026Q1: not reported; 2026Q2: 6,861 shares 6,861 $1.04M 0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,800 shares; 2025Q1: 3,600 shares; 2025Q2: 4,919 shares; 2025Q3: 3,730 shares; 2025Q4: 3,730 shares; 2026Q1: 4,314 shares; 2026Q2: 11,393 shares 11,393 $1.03M 0.01% +7,079 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,175 shares; 2024Q4: 22,541 shares; 2025Q1: 22,541 shares; 2025Q2: 21,941 shares; 2025Q3: 21,941 shares; 2025Q4: 22,495 shares; 2026Q1: 11,696 shares; 2026Q2: 10,946 shares 10,946 $1.02M 0.01% -750 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,833 shares; 2024Q4: 34,032 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,315 shares 4,315 $1.02M 0.01% new 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: 624 shares; 2025Q3: 684 shares; 2025Q4: 328 shares; 2026Q1: 284 shares; 2026Q2: 1,039 shares 1,039 $1.02M 0.01% +755 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: 21,873 shares; 2024Q4: 19,851 shares; 2025Q1: 17,712 shares; 2025Q2: 17,503 shares; 2025Q3: 16,448 shares; 2025Q4: 16,445 shares; 2026Q1: 15,723 shares; 2026Q2: 16,084 shares 16,084 $997K 0.01% +361 Timeline BKD BROOKDALE SR LIVING INC More: the full row for BROOKDALE SR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares; 2025Q4: 75,000 shares; 2026Q1: 61,799 shares; 2026Q2: 61,799 shares 61,799 $994K 0.01% 0 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: 10,567 shares; 2024Q4: 12,147 shares; 2025Q1: 8,954 shares; 2025Q2: 5,450 shares; 2025Q3: 5,491 shares; 2025Q4: 2,539 shares; 2026Q1: 2,499 shares; 2026Q2: 3,314 shares 3,314 $987K 0.01% +815 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: 2,968 shares; 2024Q4: 4,944 shares; 2025Q1: 2,945 shares; 2025Q2: 2,945 shares; 2025Q3: 4,934 shares; 2025Q4: 7,013 shares; 2026Q1: 6,956 shares; 2026Q2: 7,168 shares 7,168 $980K 0.01% +212 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,722 shares; 2024Q4: 7,413 shares; 2025Q1: 7,413 shares; 2025Q2: 7,000 shares; 2025Q3: 6,900 shares; 2025Q4: 6,225 shares; 2026Q1: 6,225 shares; 2026Q2: 5,405 shares 5,405 $979K 0.01% -820 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares; 2025Q4: 37,500 shares; 2026Q1: 34,200 shares; 2026Q2: 34,200 shares 34,200 $966K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,154 shares; 2026Q1: 5,907 shares; 2026Q2: 5,910 shares 5,910 $965K 0.01% +3 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,739 shares 26,739 $964K 0.01% new 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: 35,170 shares; 2025Q3: 35,170 shares; 2025Q4: 36,076 shares; 2026Q1: 36,076 shares; 2026Q2: 35,774 shares 35,774 $961K 0.01% -302 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,376 shares; 2024Q4: 174,546 shares; 2025Q1: 173,677 shares; 2025Q2: 11,320 shares; 2025Q3: 9,920 shares; 2025Q4: 5,100 shares; 2026Q1: 24,140 shares; 2026Q2: 22,656 shares 22,656 $961K 0.01% -1,484 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,490 shares 39,490 $953K 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: 7,867 shares; 2024Q4: 7,883 shares; 2025Q1: 7,887 shares; 2025Q2: 8,171 shares; 2025Q3: 6,886 shares; 2025Q4: 6,720 shares; 2026Q1: 5,678 shares; 2026Q2: 5,699 shares 5,699 $950K 0.01% +21 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,371 shares; 2025Q1: 19,502 shares; 2025Q2: 10,681 shares; 2025Q3: 10,718 shares; 2025Q4: 10,714 shares; 2026Q1: 15,419 shares; 2026Q2: 17,021 shares 17,021 $945K 0.01% +1,602 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,865 shares; 2024Q4: 11,080 shares; 2025Q1: 8,354 shares; 2025Q2: 8,354 shares; 2025Q3: 8,354 shares; 2025Q4: 7,158 shares; 2026Q1: 7,019 shares; 2026Q2: 6,865 shares 6,865 $940K 0.01% -154 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,687 shares; 2025Q3: 37,687 shares; 2025Q4: 37,839 shares; 2026Q1: 37,888 shares; 2026Q2: 38,015 shares 38,015 $936K 0.01% +127 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,436 shares; 2025Q2: 15,754 shares; 2025Q3: 15,760 shares; 2025Q4: 14,983 shares; 2026Q1: 6,015 shares; 2026Q2: 5,779 shares 5,779 $934K 0.01% -236 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,067 shares; 2024Q4: 5,067 shares; 2025Q1: 5,067 shares; 2025Q2: 4,431 shares; 2025Q3: 4,263 shares; 2025Q4: 4,263 shares; 2026Q1: 3,761 shares; 2026Q2: 3,761 shares 3,761 $932K 0.01% 0 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: 9,556 shares; 2025Q3: 9,556 shares; 2025Q4: 9,646 shares; 2026Q1: 9,601 shares; 2026Q2: 9,126 shares 9,126 $928K 0.01% -475 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 8,933 shares 8,933 $922K 0.01% new 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: 208 shares; 2024Q4: 186 shares; 2025Q1: 174 shares; 2025Q2: 180 shares; 2025Q3: 181 shares; 2025Q4: 200 shares; 2026Q1: 204 shares; 2026Q2: 5,121 shares 5,121 $913K 0.01% +4,917 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,835 shares; 2024Q4: 28,835 shares; 2025Q1: 28,835 shares; 2025Q2: 29,322 shares; 2025Q3: 47,410 shares; 2025Q4: 48,937 shares; 2026Q1: 47,528 shares; 2026Q2: 47,528 shares 47,528 $909K 0.01% 0 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: 509 shares; 2024Q4: 597 shares; 2025Q1: 516 shares; 2025Q2: 434 shares; 2025Q3: 441 shares; 2025Q4: 408 shares; 2026Q1: 118 shares; 2026Q2: 278 shares 278 $889K 0.01% +160 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,178 shares; 2024Q4: 11,530 shares; 2025Q1: 74,227 shares; 2025Q2: 10,415 shares; 2025Q3: 12,359 shares; 2025Q4: 12,944 shares; 2026Q1: 11,603 shares; 2026Q2: 11,355 shares 11,355 $888K 0.01% -248 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,218 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,218 shares; 2025Q3: 9,218 shares; 2025Q4: 9,218 shares; 2026Q1: 9,218 shares; 2026Q2: 9,218 shares 9,218 $888K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 646 shares; 2026Q1: 802 shares; 2026Q2: 1,227 shares 1,227 $884K 0.01% +425 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,233 shares; 2024Q4: 30,681 shares; 2025Q1: 34,065 shares; 2025Q2: 59,518 shares; 2025Q3: 56,080 shares; 2025Q4: 49,761 shares; 2026Q1: 14,766 shares; 2026Q2: 11,107 shares 11,107 $882K 0.01% -3,659 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,343 shares; 2025Q1: 16,072 shares; 2025Q2: 15,969 shares; 2025Q3: 16,252 shares; 2025Q4: 13,338 shares; 2026Q1: 17,327 shares; 2026Q2: 15,740 shares 15,740 $874K 0.01% -1,587 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: 18,036 shares; 2024Q4: 6,430 shares; 2025Q1: 6,430 shares; 2025Q2: 103,866 shares; 2025Q3: 100,303 shares; 2025Q4: 30,632 shares; 2026Q1: 9,720 shares; 2026Q2: 9,834 shares 9,834 $864K 0.01% +114 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: 20,171 shares; 2024Q4: 18,886 shares; 2025Q1: 18,300 shares; 2025Q2: 17,410 shares; 2025Q3: 16,756 shares; 2025Q4: 18,234 shares; 2026Q1: 15,632 shares; 2026Q2: 15,888 shares 15,888 $852K 0.01% +256 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,176 shares; 2024Q4: 6,176 shares; 2025Q1: 6,172 shares; 2025Q2: 5,868 shares; 2025Q3: 5,868 shares; 2025Q4: 5,868 shares; 2026Q1: 5,868 shares; 2026Q2: 5,868 shares 5,868 $848K 0.01% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,464 shares; 2024Q4: 18,464 shares; 2025Q1: 18,464 shares; 2025Q2: 18,464 shares; 2025Q3: 18,464 shares; 2025Q4: 18,464 shares; 2026Q1: 18,464 shares; 2026Q2: 18,464 shares 18,464 $846K 0.01% 0 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: 3,544 shares; 2024Q4: 131,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,662 shares; 2026Q1: 8,667 shares; 2026Q2: 10,272 shares 10,272 $843K 0.01% +1,605 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,979 shares; 2024Q4: 34,478 shares; 2025Q1: 33,955 shares; 2025Q2: 35,495 shares; 2025Q3: 32,696 shares; 2025Q4: 28,654 shares; 2026Q1: 27,837 shares; 2026Q2: 24,128 shares 24,128 $840K 0.01% -3,709 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: 3,283 shares; 2024Q4: 3,283 shares; 2025Q1: 3,463 shares; 2025Q2: 3,596 shares; 2025Q3: 6,839 shares; 2025Q4: 6,839 shares; 2026Q1: 6,839 shares; 2026Q2: 4,025 shares 4,025 $833K 0.01% -2,814 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 50,652 shares; 2026Q2: 50,662 shares 50,662 $827K 0.01% +10 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,839 shares; 2024Q4: 1,867 shares; 2025Q1: 1,774 shares; 2025Q2: 1,784 shares; 2025Q3: 1,769 shares; 2025Q4: 1,762 shares; 2026Q1: 1,828 shares; 2026Q2: 1,830 shares 1,830 $825K 0.01% +2 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: 5,515 shares; 2024Q4: 5,781 shares; 2025Q1: 5,696 shares; 2025Q2: 5,696 shares; 2025Q3: 3,615 shares; 2025Q4: 3,718 shares; 2026Q1: 3,772 shares; 2026Q2: 4,147 shares 4,147 $819K 0.01% +375 Timeline XSMO 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: 16,408 shares; 2025Q2: 9,630 shares; 2025Q3: 9,696 shares; 2025Q4: 9,270 shares; 2026Q1: 9,102 shares; 2026Q2: 8,710 shares 8,710 $816K 0.01% -392 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 715 shares; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 3,207 shares; 2025Q4: 5,623 shares; 2026Q1: 5,598 shares; 2026Q2: 5,595 shares 5,595 $807K 0.01% -3 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,011 shares; 2025Q3: 12,011 shares; 2025Q4: 12,011 shares; 2026Q1: 12,011 shares; 2026Q2: 10,868 shares 10,868 $805K 0.01% -1,143 Timeline FELV 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: not reported; 2024Q4: 20,019 shares; 2025Q1: 20,019 shares; 2025Q2: 20,019 shares; 2025Q3: 20,019 shares; 2025Q4: 20,019 shares; 2026Q1: 20,019 shares; 2026Q2: 20,019 shares 20,019 $803K 0.01% 0 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,085 shares; 2025Q3: 25,085 shares; 2025Q4: 20,085 shares; 2026Q1: 20,085 shares; 2026Q2: 20,085 shares 20,085 $801K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,577 shares; 2024Q4: 59,977 shares; 2025Q1: 55,987 shares; 2025Q2: 51,590 shares; 2025Q3: 45,122 shares; 2025Q4: 23,763 shares; 2026Q1: 26,471 shares; 2026Q2: 4,765 shares 4,765 $799K 0.01% -21,706 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,148 shares; 2025Q1: 11,087 shares; 2025Q2: 11,087 shares; 2025Q3: 17,428 shares; 2025Q4: 17,318 shares; 2026Q1: 17,318 shares; 2026Q2: 17,318 shares 17,318 $788K 0.01% 0 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: 13,231 shares; 2026Q1: 13,254 shares; 2026Q2: 12,964 shares 12,964 $779K 0.01% -290 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,102 shares; 2024Q4: 18,735 shares; 2025Q1: 18,041 shares; 2025Q2: 12,415 shares; 2025Q3: 11,715 shares; 2025Q4: 11,244 shares; 2026Q1: 33,548 shares; 2026Q2: 33,548 shares 33,548 $777K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,031 shares; 2025Q1: 5,965 shares; 2025Q2: 6,175 shares; 2025Q3: 6,478 shares; 2025Q4: 6,331 shares; 2026Q1: 6,400 shares; 2026Q2: 6,757 shares 6,757 $776K 0.01% +357 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,741 shares; 2024Q4: 10,438 shares; 2025Q1: 9,514 shares; 2025Q2: 9,514 shares; 2025Q3: 9,514 shares; 2025Q4: 13,871 shares; 2026Q1: 13,871 shares; 2026Q2: 13,871 shares 13,871 $776K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,258 shares; 2024Q4: 4,056 shares; 2025Q1: 3,858 shares; 2025Q2: 4,079 shares; 2025Q3: 4,079 shares; 2025Q4: 4,079 shares; 2026Q1: 9,134 shares; 2026Q2: 9,153 shares 9,153 $775K 0.01% +19 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: 3,957 shares; 2024Q4: 4,157 shares; 2025Q1: 3,610 shares; 2025Q2: 2,303 shares; 2025Q3: 3,629 shares; 2025Q4: 3,642 shares; 2026Q1: 3,640 shares; 2026Q2: 4,799 shares 4,799 $767K 0.01% +1,159 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,908 shares; 2024Q4: 2,666 shares; 2025Q1: 2,412 shares; 2025Q2: 2,678 shares; 2025Q3: 6,063 shares; 2025Q4: 6,063 shares; 2026Q1: 5,602 shares; 2026Q2: 6,569 shares 6,569 $767K 0.01% +967 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: 24,229 shares; 2024Q4: 24,238 shares; 2025Q1: 23,578 shares; 2025Q2: 23,323 shares; 2025Q3: 22,682 shares; 2025Q4: 23,607 shares; 2026Q1: 25,487 shares; 2026Q2: 16,201 shares 16,201 $755K 0.01% -9,286 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: 13,698 shares; 2024Q4: 8,614 shares; 2025Q1: not reported; 2025Q2: 4,568 shares; 2025Q3: 4,608 shares; 2025Q4: 4,953 shares; 2026Q1: 7,636 shares; 2026Q2: 7,801 shares 7,801 $747K 0.01% +165 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,304 shares; 2024Q4: 78,304 shares; 2025Q1: 58,873 shares; 2025Q2: 58,873 shares; 2025Q3: 49,897 shares; 2025Q4: 46,410 shares; 2026Q1: 44,949 shares; 2026Q2: 53,203 shares 53,203 $743K 0.01% +8,254 Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,701 shares; 2025Q4: 17,701 shares; 2026Q1: 17,701 shares; 2026Q2: 17,701 shares 17,701 $730K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,034 shares; 2024Q4: 11,289 shares; 2025Q1: 8,502 shares; 2025Q2: 5,729 shares; 2025Q3: 4,843 shares; 2025Q4: 4,830 shares; 2026Q1: 4,289 shares; 2026Q2: 3,829 shares 3,829 $728K 0.01% -460 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,416 shares 31,416 $727K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,539 shares; 2024Q4: 3,539 shares; 2025Q1: 3,539 shares; 2025Q2: 3,539 shares; 2025Q3: 3,539 shares; 2025Q4: 6,449 shares; 2026Q1: 6,461 shares; 2026Q2: 12,934 shares 12,934 $726K 0.01% +6,473 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: 8,426 shares; 2024Q4: 8,893 shares; 2025Q1: 8,874 shares; 2025Q2: 132,307 shares; 2025Q3: 136,688 shares; 2025Q4: 148,803 shares; 2026Q1: 6,965 shares; 2026Q2: 7,720 shares 7,720 $711K 0.01% +755 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: 6,525 shares; 2024Q4: 6,665 shares; 2025Q1: 5,258 shares; 2025Q2: 5,215 shares; 2025Q3: 4,946 shares; 2025Q4: 4,452 shares; 2026Q1: 3,468 shares; 2026Q2: 3,465 shares 3,465 $710K 0.01% -3 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,522 shares; 2024Q4: 8,523 shares; 2025Q1: 8,522 shares; 2025Q2: 8,462 shares; 2025Q3: 7,898 shares; 2025Q4: 23,030 shares; 2026Q1: 16,058 shares; 2026Q2: 15,621 shares 15,621 $708K 0.01% -437 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,955 shares; 2024Q4: 2,788 shares; 2025Q1: 2,500 shares; 2025Q2: 2,510 shares; 2025Q3: 2,517 shares; 2025Q4: 2,532 shares; 2026Q1: 2,533 shares; 2026Q2: 2,523 shares 2,523 $706K 0.01% -10 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,282 shares; 2024Q4: 3,632 shares; 2025Q1: 3,632 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares; 2025Q4: 3,628 shares; 2026Q1: 3,628 shares; 2026Q2: 3,628 shares 3,628 $703K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,679 shares; 2025Q1: 1,679 shares; 2025Q2: 1,688 shares; 2025Q3: 1,683 shares; 2025Q4: 1,685 shares; 2026Q1: 1,687 shares; 2026Q2: 1,687 shares 1,687 $703K 0.01% 0 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: 1,945 shares; 2024Q4: 1,945 shares; 2025Q1: 17,239 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,945 shares; 2026Q1: 1,945 shares; 2026Q2: 2,895 shares 2,895 $702K 0.01% +950 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: 7,155 shares; 2024Q4: 7,222 shares; 2025Q1: 7,165 shares; 2025Q2: 78,686 shares; 2025Q3: 85,606 shares; 2025Q4: 95,365 shares; 2026Q1: 14,231 shares; 2026Q2: 8,452 shares 8,452 $699K 0.01% -5,779 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,203 shares; 2024Q4: 9,223 shares; 2025Q1: 11,044 shares; 2025Q2: 11,060 shares; 2025Q3: 11,077 shares; 2025Q4: 11,118 shares; 2026Q1: 9,065 shares; 2026Q2: 9,085 shares 9,085 $697K 0.01% +20 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: 1,903 shares; 2024Q4: 4,325 shares; 2025Q1: 4,043 shares; 2025Q2: 3,828 shares; 2025Q3: 4,243 shares; 2025Q4: 4,243 shares; 2026Q1: 4,243 shares; 2026Q2: 4,243 shares 4,243 $694K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS 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: 2,021 shares; 2026Q2: 1,844 shares 1,844 $692K 0.01% -177 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,365 shares; 2024Q4: 10,365 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 10,365 shares; 2025Q4: 10,410 shares; 2026Q1: 10,365 shares; 2026Q2: 2,592 shares 2,592 $691K 0.01% -7,773 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,938 shares; 2024Q4: 7,141 shares; 2025Q1: 9,561 shares; 2025Q2: 6,051 shares; 2025Q3: 5,943 shares; 2025Q4: 5,816 shares; 2026Q1: 5,816 shares; 2026Q2: 5,816 shares 5,816 $682K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421,532 shares; 2024Q4: 76,899 shares; 2025Q1: 53,365 shares; 2025Q2: 49,029 shares; 2025Q3: 38,293 shares; 2025Q4: 37,171 shares; 2026Q1: 36,833 shares; 2026Q2: 27,779 shares 27,779 $682K 0.01% -9,054 Timeline GDX 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: 7,517 shares; 2025Q3: 8,116 shares; 2025Q4: 8,486 shares; 2026Q1: 8,988 shares; 2026Q2: 8,988 shares 8,988 $678K 0.01% 0 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: 455 shares; 2024Q4: 417 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 335 shares; 2026Q1: 337 shares; 2026Q2: 506 shares 506 $674K 0.01% +169 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,198 shares; 2025Q2: 7,407 shares; 2025Q3: 7,413 shares; 2025Q4: 7,425 shares; 2026Q1: 7,434 shares; 2026Q2: 7,550 shares 7,550 $670K 0.01% +116 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,639 shares; 2024Q4: 113,404 shares; 2025Q1: 106,289 shares; 2025Q2: 80,791 shares; 2025Q3: 78,141 shares; 2025Q4: 83,212 shares; 2026Q1: 68,634 shares; 2026Q2: 70,734 shares 70,734 $664K 0.01% +2,100 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,755 shares; 2024Q4: 8,791 shares; 2025Q1: 8,074 shares; 2025Q2: 7,122 shares; 2025Q3: 8,204 shares; 2025Q4: 8,349 shares; 2026Q1: 8,367 shares; 2026Q2: 8,592 shares 8,592 $662K 0.01% +225 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 14,710 shares; 2025Q4: 14,710 shares; 2026Q1: 14,710 shares; 2026Q2: 14,710 shares 14,710 $659K 0.01% 0 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,525 shares; 2024Q4: 25,525 shares; 2025Q1: 49,303 shares; 2025Q2: 168,196 shares; 2025Q3: 180,491 shares; 2025Q4: 182,979 shares; 2026Q1: 26,588 shares; 2026Q2: 15,520 shares 15,520 $659K 0.01% -11,068 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,403 shares; 2024Q4: 2,506 shares; 2025Q1: 1,507 shares; 2025Q2: 1,502 shares; 2025Q3: 1,503 shares; 2025Q4: 2,504 shares; 2026Q1: 2,399 shares; 2026Q2: 2,400 shares 2,400 $657K 0.01% +1 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,013 shares 20,013 $655K 0.01% +13 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares; 2026Q1: 2,879 shares; 2026Q2: 3,526 shares 3,526 $653K 0.01% +647 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,010 shares; 2025Q3: 13,016 shares; 2025Q4: 13,012 shares; 2026Q1: 6,721 shares; 2026Q2: 6,720 shares 6,720 $652K 0.01% -1 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,485 shares; 2024Q4: 9,279 shares; 2025Q1: 4,386 shares; 2025Q2: 4,828 shares; 2025Q3: 2,357 shares; 2025Q4: 4,912 shares; 2026Q1: 9,424 shares; 2026Q2: 6,473 shares 6,473 $652K 0.01% -2,951 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: 1,345 shares; 2024Q4: 1,267 shares; 2025Q1: 1,162 shares; 2025Q2: 1,412 shares; 2025Q3: 1,444 shares; 2025Q4: 2,001 shares; 2026Q1: 2,037 shares; 2026Q2: 1,964 shares 1,964 $648K 0.01% -73 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: 1,923 shares; 2024Q4: 2,102 shares; 2025Q1: 2,028 shares; 2025Q2: 2,028 shares; 2025Q3: 2,075 shares; 2025Q4: 2,599 shares; 2026Q1: 2,493 shares; 2026Q2: 2,456 shares 2,456 $640K 0.01% -37 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,736 shares; 2024Q4: 41,998 shares; 2025Q1: 30,001 shares; 2025Q2: 22,522 shares; 2025Q3: 19,886 shares; 2025Q4: 19,040 shares; 2026Q1: 14,293 shares; 2026Q2: 13,600 shares 13,600 $637K 0.01% -693 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,350 shares; 2025Q1: 2,898 shares; 2025Q2: 2,838 shares; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares; 2026Q1: 3,852 shares; 2026Q2: 3,745 shares 3,745 $635K 0.01% -107 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,474 shares; 2024Q4: 3,050 shares; 2025Q1: 2,704 shares; 2025Q2: 2,771 shares; 2025Q3: 2,796 shares; 2025Q4: 3,006 shares; 2026Q1: 2,800 shares; 2026Q2: 2,865 shares 2,865 $633K 0.01% +65 Timeline MINT 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: 6,413 shares; 2025Q2: 6,396 shares; 2025Q3: 6,396 shares; 2025Q4: 6,396 shares; 2026Q1: 12,656 shares; 2026Q2: 6,272 shares 6,272 $632K 0.01% -6,384 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,792 shares; 2024Q4: 5,077 shares; 2025Q1: 4,277 shares; 2025Q2: 4,277 shares; 2025Q3: 4,277 shares; 2025Q4: 4,294 shares; 2026Q1: 3,445 shares; 2026Q2: 3,426 shares 3,426 $632K 0.01% -19 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: 49,525 shares; 2024Q4: 51,466 shares; 2025Q1: 51,073 shares; 2025Q2: 50,309 shares; 2025Q3: 49,987 shares; 2025Q4: 48,569 shares; 2026Q1: 6,823 shares; 2026Q2: 5,043 shares 5,043 $628K 0.01% -1,780 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: 9,049 shares; 2024Q4: 9,049 shares; 2025Q1: 9,049 shares; 2025Q2: 9,049 shares; 2025Q3: 9,049 shares; 2025Q4: 9,049 shares; 2026Q1: 9,049 shares; 2026Q2: 9,049 shares 9,049 $621K 0.01% 0 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: 2,424 shares; 2024Q4: 5,665 shares; 2025Q1: 3,442 shares; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 3,442 shares; 2026Q1: 5,052 shares; 2026Q2: 5,125 shares 5,125 $616K 0.01% +73 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares; 2026Q2: 1,323 shares 1,323 $602K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,451 shares; 2024Q4: 4,551 shares; 2025Q1: 4,135 shares; 2025Q2: 4,134 shares; 2025Q3: 4,134 shares; 2025Q4: 4,134 shares; 2026Q1: 4,182 shares; 2026Q2: 6,529 shares 6,529 $595K 0.01% +2,347 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: 3,629 shares; 2024Q4: 3,660 shares; 2025Q1: 2,059 shares; 2025Q2: 1,963 shares; 2025Q3: 2,789 shares; 2025Q4: 2,043 shares; 2026Q1: 2,150 shares; 2026Q2: 2,136 shares 2,136 $595K 0.01% -14 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: 2,065 shares; 2026Q1: 1,877 shares; 2026Q2: 4,561 shares 4,561 $592K 0.01% +2,684 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: 7,552 shares; 2024Q4: 5,105 shares; 2025Q1: 5,400 shares; 2025Q2: 7,498 shares; 2025Q3: 4,501 shares; 2025Q4: 87,967 shares; 2026Q1: 4,328 shares; 2026Q2: 7,874 shares 7,874 $578K 0.01% +3,546 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,782 shares; 2025Q3: 1,782 shares; 2025Q4: 1,782 shares; 2026Q1: 1,846 shares; 2026Q2: 1,846 shares 1,846 $572K 0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,727 shares; 2025Q1: 2,696 shares; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares; 2026Q1: 2,713 shares; 2026Q2: 2,710 shares 2,710 $571K 0.01% -3 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,612 shares; 2024Q4: 9,005 shares; 2025Q1: 8,802 shares; 2025Q2: 8,046 shares; 2025Q3: 7,407 shares; 2025Q4: 5,495 shares; 2026Q1: 4,795 shares; 2026Q2: 3,995 shares 3,995 $569K 0.01% -800 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,009 shares; 2025Q3: 5,052 shares; 2025Q4: 5,012 shares; 2026Q1: 5,012 shares; 2026Q2: 5,023 shares 5,023 $569K 0.01% +11 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 83 shares 83 $566K 0.01% +40 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,779 shares; 2024Q4: 7,225 shares; 2025Q1: 7,173 shares; 2025Q2: 7,330 shares; 2025Q3: 7,453 shares; 2025Q4: 7,152 shares; 2026Q1: 6,623 shares; 2026Q2: 6,670 shares 6,670 $564K 0.01% +47 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: 733 shares; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 793 shares; 2026Q1: 1,434 shares; 2026Q2: 1,413 shares 1,413 $557K 0.01% -21 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,008 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares; 2026Q2: 3,044 shares 3,044 $555K 0.01% 0 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: 19,514 shares; 2024Q4: 19,514 shares; 2025Q1: 20,166 shares; 2025Q2: 13,777 shares; 2025Q3: 13,777 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $554K 0.01% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares; 2026Q1: 2,739 shares; 2026Q2: 2,739 shares 2,739 $553K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,480 shares; 2025Q4: 6,096 shares; 2026Q1: 8,908 shares; 2026Q2: 8,908 shares 8,908 $547K 0.01% 0 Timeline EUFN 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: 14,000 shares; 2025Q3: 14,010 shares; 2025Q4: 14,010 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $546K 0.01% 0 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $543K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,949 shares 3,949 $536K 0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,840 shares; 2024Q4: 8,859 shares; 2025Q1: 5,145 shares; 2025Q2: 4,877 shares; 2025Q3: 4,877 shares; 2025Q4: 8,069 shares; 2026Q1: 4,877 shares; 2026Q2: 7,970 shares 7,970 $534K 0.01% +3,093 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: 9,520 shares; 2024Q4: 9,372 shares; 2025Q1: 9,261 shares; 2025Q2: 8,768 shares; 2025Q3: 8,788 shares; 2025Q4: 8,768 shares; 2026Q1: 8,841 shares; 2026Q2: 8,826 shares 8,826 $533K 0.01% -15 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,016 shares; 2024Q4: 4,974 shares; 2025Q1: 4,685 shares; 2025Q2: 4,721 shares; 2025Q3: 5,394 shares; 2025Q4: 5,201 shares; 2026Q1: 5,179 shares; 2026Q2: 5,689 shares 5,689 $531K 0.01% +510 Timeline VCEB 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: 102,434 shares; 2024Q4: 105,174 shares; 2025Q1: 107,830 shares; 2025Q2: 10,216 shares; 2025Q3: 10,063 shares; 2025Q4: 10,224 shares; 2026Q1: 8,667 shares; 2026Q2: 8,370 shares 8,370 $525K 0.01% -297 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,362 shares; 2024Q4: not reported; 2025Q1: 125,957 shares; 2025Q2: 6,212 shares; 2025Q3: 5,406 shares; 2025Q4: 5,729 shares; 2026Q1: 241,999 shares; 2026Q2: 5,402 shares 5,402 $521K <0.01% -236,597 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: 557 shares; 2024Q4: 555 shares; 2025Q1: 572 shares; 2025Q2: 13,580 shares; 2025Q3: 11,639 shares; 2025Q4: 673 shares; 2026Q1: 1,137 shares; 2026Q2: 1,246 shares 1,246 $518K <0.01% +109 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,142 shares; 2025Q1: 6,142 shares; 2025Q2: 7,260 shares; 2025Q3: 7,376 shares; 2025Q4: 7,284 shares; 2026Q1: 7,260 shares; 2026Q2: 7,261 shares 7,261 $512K <0.01% +1 Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $512K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,300 shares; 2024Q4: 4,250 shares; 2025Q1: 2,370 shares; 2025Q2: 2,370 shares; 2025Q3: 2,370 shares; 2025Q4: 2,809 shares; 2026Q1: 2,963 shares; 2026Q2: 2,967 shares 2,967 $511K <0.01% +4 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: 22,340 shares; 2024Q4: 14,125 shares; 2025Q1: 10,025 shares; 2025Q2: 7,650 shares; 2025Q3: 6,322 shares; 2025Q4: 8,692 shares; 2026Q1: 8,692 shares; 2026Q2: 9,642 shares 9,642 $505K <0.01% +950 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,881 shares; 2024Q4: 39,098 shares; 2025Q1: 29,871 shares; 2025Q2: 21,560 shares; 2025Q3: 14,809 shares; 2025Q4: 14,733 shares; 2026Q1: 12,097 shares; 2026Q2: 11,511 shares 11,511 $498K <0.01% -586 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,895 shares; 2024Q4: 3,895 shares; 2025Q1: 3,895 shares; 2025Q2: 3,895 shares; 2025Q3: 3,895 shares; 2025Q4: 3,895 shares; 2026Q1: 3,895 shares; 2026Q2: 3,895 shares 3,895 $497K <0.01% 0 Timeline FPRO 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: 19,910 shares; 2024Q4: 19,910 shares; 2025Q1: 19,910 shares; 2025Q2: 19,910 shares; 2025Q3: 19,910 shares; 2025Q4: 19,910 shares; 2026Q1: 19,910 shares; 2026Q2: 19,910 shares 19,910 $494K <0.01% 0 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: 7,554 shares; 2024Q4: 7,156 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,248 shares; 2026Q1: 2,230 shares; 2026Q2: 2,303 shares 2,303 $490K <0.01% +73 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,824 shares; 2024Q4: 8,977 shares; 2025Q1: 9,043 shares; 2025Q2: 9,149 shares; 2025Q3: 9,247 shares; 2025Q4: 9,394 shares; 2026Q1: 9,458 shares; 2026Q2: 9,560 shares 9,560 $484K <0.01% +102 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,606 shares; 2025Q4: 2,526 shares; 2026Q1: 2,516 shares; 2026Q2: 2,516 shares 2,516 $480K <0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,026 shares; 2025Q4: 10,026 shares; 2026Q1: 8,806 shares; 2026Q2: 8,806 shares 8,806 $479K <0.01% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR 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: 10,060 shares; 2025Q3: 10,060 shares; 2025Q4: 10,041 shares; 2026Q1: 9,167 shares; 2026Q2: 9,178 shares 9,178 $479K <0.01% +11 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,370 shares; 2024Q4: 18,370 shares; 2025Q1: 18,370 shares; 2025Q2: 18,472 shares; 2025Q3: 18,476 shares; 2025Q4: 18,475 shares; 2026Q1: 18,475 shares; 2026Q2: 18,476 shares 18,476 $479K <0.01% +1 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,370 shares 24,370 $477K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,803 shares; 2026Q2: 3,263 shares 3,263 $477K <0.01% +1,460 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,942 shares; 2025Q1: 3,942 shares; 2025Q2: 3,942 shares; 2025Q3: 3,942 shares; 2025Q4: 3,942 shares; 2026Q1: 3,942 shares; 2026Q2: 3,942 shares 3,942 $476K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,828 shares; 2025Q1: 2,818 shares; 2025Q2: 2,824 shares; 2025Q3: 2,833 shares; 2025Q4: 2,837 shares; 2026Q1: 2,023 shares; 2026Q2: 2,062 shares 2,062 $473K <0.01% +39 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 10,796 shares; 2025Q4: 2,078 shares; 2026Q1: 2,246 shares; 2026Q2: 2,213 shares 2,213 $471K <0.01% -33 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,021 shares; 2025Q3: 11,016 shares; 2025Q4: 10,750 shares; 2026Q1: 9,206 shares; 2026Q2: 9,210 shares 9,210 $469K <0.01% +4 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,255 shares; 2024Q4: 10,273 shares; 2025Q1: 9,362 shares; 2025Q2: 9,197 shares; 2025Q3: 7,721 shares; 2025Q4: 6,869 shares; 2026Q1: 6,869 shares; 2026Q2: 6,383 shares 6,383 $467K <0.01% -486 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: 181,707 shares; 2024Q4: 182,592 shares; 2025Q1: 181,275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,391 shares 12,391 $459K <0.01% new 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: 3,348 shares; 2025Q1: 3,568 shares; 2025Q2: 3,698 shares; 2025Q3: 3,698 shares; 2025Q4: 3,873 shares; 2026Q1: 3,965 shares; 2026Q2: 4,004 shares 4,004 $457K <0.01% +39 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 382 shares; 2026Q1: 380 shares; 2026Q2: 380 shares 380 $454K <0.01% 0 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: 5,762 shares; 2024Q4: 2,753 shares; 2025Q1: 10,098 shares; 2025Q2: 1,914 shares; 2025Q3: 57,889 shares; 2025Q4: 4,011 shares; 2026Q1: 4,011 shares; 2026Q2: 4,078 shares 4,078 $446K <0.01% +67 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 2,100 shares; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,101 shares 2,101 $444K <0.01% +1 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,699 shares; 2025Q3: 27,092 shares; 2025Q4: 26,967 shares; 2026Q1: 26,967 shares; 2026Q2: 27,452 shares 27,452 $436K <0.01% +485 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 14,832 shares; 2025Q4: 14,962 shares; 2026Q1: 14,834 shares; 2026Q2: 14,832 shares 14,832 $435K <0.01% -2 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,532 shares; 2025Q1: not reported; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: not reported; 2026Q1: 1,454 shares; 2026Q2: 1,454 shares 1,454 $426K <0.01% 0 Timeline TGB TREKOR METALS LTD More: the full row for TREKOR METALS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,856 shares 61,856 $426K <0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,104 shares; 2026Q2: 47,862 shares 47,862 $422K <0.01% +40,758 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 6,640 shares; 2025Q4: 5,840 shares; 2026Q1: 5,840 shares; 2026Q2: 5,840 shares 5,840 $420K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,538 shares; 2024Q4: 8,538 shares; 2025Q1: 6,446 shares; 2025Q2: 6,446 shares; 2025Q3: 7,229 shares; 2025Q4: 7,229 shares; 2026Q1: 6,891 shares; 2026Q2: 7,946 shares 7,946 $419K <0.01% +1,055 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,308 shares; 2024Q4: 2,509 shares; 2025Q1: 2,463 shares; 2025Q2: 2,538 shares; 2025Q3: 2,490 shares; 2025Q4: 2,401 shares; 2026Q1: 2,651 shares; 2026Q2: 2,861 shares 2,861 $418K <0.01% +210 Timeline TLG TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,736 shares; 2026Q2: 15,736 shares 15,736 $416K <0.01% 0 Timeline