DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,269,813 shares; 2025Q1: 3,399,048 shares; 2025Q2: 3,425,092 shares; 2025Q3: 3,566,773 shares; 2025Q4: 3,874,407 shares; 2026Q1: 3,866,695 shares; 2026Q2: 4,250,622 shares; 2026Q3: 4,731,975 shares 4,731,975 $393M 11.21% +481,353 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,394,635 shares; 2025Q1: 1,870,283 shares; 2025Q2: 2,644,754 shares; 2025Q3: 3,407,495 shares; 2025Q4: 4,035,401 shares; 2026Q1: 3,998,696 shares; 2026Q2: 4,491,470 shares; 2026Q3: 6,727,943 shares 6,727,943 $291M 8.31% +2,236,473 Timeline QQQM 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; 2024Q4: 344,855 shares; 2025Q1: 362,242 shares; 2025Q2: 369,827 shares; 2025Q3: 401,956 shares; 2025Q4: 443,394 shares; 2026Q1: 441,361 shares; 2026Q2: 481,421 shares; 2026Q3: 556,761 shares 556,761 $170M 4.84% +75,340 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,836 shares; 2025Q1: 59,780 shares; 2025Q2: 87,192 shares; 2025Q3: 86,421 shares; 2025Q4: 100,075 shares; 2026Q1: 95,913 shares; 2026Q2: 106,898 shares; 2026Q3: 521,228 shares 521,228 $119M 3.4% +414,330 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 465,488 shares; 2025Q1: 494,576 shares; 2025Q2: 454,704 shares; 2025Q3: 440,423 shares; 2025Q4: 463,270 shares; 2026Q1: 460,653 shares; 2026Q2: 465,970 shares; 2026Q3: 512,973 shares 512,973 $114M 3.25% +47,003 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,552 shares; 2025Q1: 88,774 shares; 2025Q2: 103,479 shares; 2025Q3: 108,343 shares; 2025Q4: 114,994 shares; 2026Q1: 108,157 shares; 2026Q2: 124,661 shares; 2026Q3: 325,723 shares 325,723 $108M 3.1% +201,062 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; 2024Q4: 1,956,335 shares; 2025Q1: 1,940,397 shares; 2025Q2: 2,121,805 shares; 2025Q3: 2,074,151 shares; 2025Q4: 2,054,917 shares; 2026Q1: 2,042,632 shares; 2026Q2: 2,149,185 shares; 2026Q3: 1,960,200 shares 1,960,200 $87.1M 2.49% -188,985 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 439,688 shares; 2025Q1: 503,075 shares; 2025Q2: 651,838 shares; 2025Q3: 810,142 shares; 2025Q4: 897,869 shares; 2026Q1: 896,241 shares; 2026Q2: 943,741 shares; 2026Q3: 1,138,487 shares 1,138,487 $63.6M 1.81% +194,746 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 750,634 shares; 2025Q1: 824,835 shares; 2025Q2: 868,937 shares; 2025Q3: 884,707 shares; 2025Q4: 959,742 shares; 2026Q1: 957,467 shares; 2026Q2: 1,229,643 shares; 2026Q3: 1,444,714 shares 1,444,714 $59.9M 1.71% +215,071 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 621,042 shares; 2025Q1: 626,309 shares; 2025Q2: 627,190 shares; 2025Q3: 607,434 shares; 2025Q4: 607,500 shares; 2026Q1: 607,500 shares; 2026Q2: 782,210 shares; 2026Q3: 781,473 shares 781,473 $56.2M 1.6% -737 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 19,170 shares; 2025Q2: 261,553 shares; 2025Q3: 373,046 shares; 2025Q4: 449,419 shares; 2026Q1: 446,956 shares; 2026Q2: 542,051 shares; 2026Q3: 663,646 shares 663,646 $55.8M 1.59% +121,595 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,648 shares; 2025Q1: 156,086 shares; 2025Q2: 360,157 shares; 2025Q3: 533,149 shares; 2025Q4: 686,031 shares; 2026Q1: 682,631 shares; 2026Q2: 841,845 shares; 2026Q3: 1,060,337 shares 1,060,337 $55.8M 1.59% +218,492 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 539,671 shares; 2025Q1: 552,742 shares; 2025Q2: 567,923 shares; 2025Q3: 543,487 shares; 2025Q4: 548,487 shares; 2026Q1: 547,711 shares; 2026Q2: 603,275 shares; 2026Q3: 637,117 shares 637,117 $49.3M 1.41% +33,842 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 878,023 shares; 2025Q1: 863,039 shares; 2025Q2: 835,698 shares; 2025Q3: 788,013 shares; 2025Q4: 757,412 shares; 2026Q1: 757,412 shares; 2026Q2: 775,382 shares; 2026Q3: 711,697 shares 711,697 $47.3M 1.35% -63,685 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; 2024Q4: 4,255 shares; 2025Q1: 3,602 shares; 2025Q2: 3,775 shares; 2025Q3: 4,890 shares; 2025Q4: 4,437 shares; 2026Q1: 4,392 shares; 2026Q2: 5,552 shares; 2026Q3: 75,636 shares 75,636 $46.3M 1.32% +70,084 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,755 shares; 2025Q1: 28,145 shares; 2025Q2: 32,770 shares; 2025Q3: 34,419 shares; 2025Q4: 38,037 shares; 2026Q1: 36,469 shares; 2026Q2: 42,120 shares; 2026Q3: 89,298 shares 89,298 $45.8M 1.31% +47,178 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 861,247 shares; 2025Q1: 852,592 shares; 2025Q2: 827,304 shares; 2025Q3: 832,056 shares; 2025Q4: 813,382 shares; 2026Q1: 812,006 shares; 2026Q2: 814,035 shares; 2026Q3: 791,903 shares 791,903 $43.6M 1.24% -22,132 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,157 shares; 2025Q1: 22,920 shares; 2025Q2: 29,547 shares; 2025Q3: 28,886 shares; 2025Q4: 29,612 shares; 2026Q1: 29,612 shares; 2026Q2: 35,996 shares; 2026Q3: 45,488 shares 45,488 $34.8M 0.99% +9,492 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,587 shares; 2025Q1: 154,891 shares; 2025Q2: 214,045 shares; 2025Q3: 290,983 shares; 2025Q4: 326,182 shares; 2026Q1: 323,410 shares; 2026Q2: 351,683 shares; 2026Q3: 409,691 shares 409,691 $33.7M 0.96% +58,008 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; 2024Q4: 27,403 shares; 2025Q1: 30,687 shares; 2025Q2: 40,614 shares; 2025Q3: 40,244 shares; 2025Q4: 35,392 shares; 2026Q1: 35,300 shares; 2026Q2: 109,535 shares; 2026Q3: 87,527 shares 87,527 $32.8M 0.93% -22,008 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; 2024Q4: 26,658 shares; 2025Q1: 27,261 shares; 2025Q2: 26,521 shares; 2025Q3: 28,029 shares; 2025Q4: 29,302 shares; 2026Q1: 29,203 shares; 2026Q2: 31,528 shares; 2026Q3: 39,185 shares 39,185 $29.9M 0.85% +7,657 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,834 shares; 2025Q2: 115,680 shares; 2025Q3: 266,129 shares; 2025Q4: 362,439 shares; 2026Q1: 360,072 shares; 2026Q2: 400,699 shares; 2026Q3: 562,168 shares 562,168 $29.8M 0.85% +161,469 Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 700,521 shares 700,521 $29.4M 0.84% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 362,648 shares; 2025Q1: 385,607 shares; 2025Q2: 460,202 shares; 2025Q3: 438,890 shares; 2025Q4: 421,672 shares; 2026Q1: 421,523 shares; 2026Q2: 530,831 shares; 2026Q3: 558,577 shares 558,577 $29.2M 0.83% +27,746 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; 2024Q4: 27,117 shares; 2025Q1: 27,927 shares; 2025Q2: 33,710 shares; 2025Q3: 36,305 shares; 2025Q4: 39,163 shares; 2026Q1: 37,359 shares; 2026Q2: 43,306 shares; 2026Q3: 107,951 shares 107,951 $26.9M 0.77% +64,645 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,615 shares; 2025Q1: 116,468 shares; 2025Q2: 149,524 shares; 2025Q3: 163,570 shares; 2025Q4: 191,398 shares; 2026Q1: 190,232 shares; 2026Q2: 186,619 shares; 2026Q3: 224,293 shares 224,293 $25M 0.71% +37,674 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; 2024Q4: 4,712 shares; 2025Q1: 5,006 shares; 2025Q2: 5,232 shares; 2025Q3: 5,729 shares; 2025Q4: 8,019 shares; 2026Q1: 7,393 shares; 2026Q2: 8,285 shares; 2026Q3: 31,457 shares 31,457 $22.8M 0.65% +23,172 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147,744 shares; 2025Q1: 147,281 shares; 2025Q2: 134,039 shares; 2025Q3: 133,716 shares; 2025Q4: 136,716 shares; 2026Q1: 136,654 shares; 2026Q2: 136,077 shares; 2026Q3: 132,867 shares 132,867 $22.1M 0.63% -3,210 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,801 shares; 2025Q1: 17,304 shares; 2025Q2: 17,223 shares; 2025Q3: 16,228 shares; 2025Q4: 16,393 shares; 2026Q1: 16,393 shares; 2026Q2: 76,814 shares; 2026Q3: 230,840 shares 230,840 $21.7M 0.62% +154,026 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,559 shares; 2025Q1: 17,339 shares; 2025Q2: 24,007 shares; 2025Q3: 24,138 shares; 2025Q4: 28,006 shares; 2026Q1: 26,914 shares; 2026Q2: 30,489 shares; 2026Q3: 62,656 shares 62,656 $21.3M 0.61% +32,167 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; 2024Q4: 10,058 shares; 2025Q1: 14,587 shares; 2025Q2: 13,024 shares; 2025Q3: 12,394 shares; 2025Q4: 12,679 shares; 2026Q1: 11,958 shares; 2026Q2: 23,475 shares; 2026Q3: 29,070 shares 29,070 $20.4M 0.58% +5,595 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,588 shares; 2025Q1: 7,953 shares; 2025Q2: 8,725 shares; 2025Q3: 9,477 shares; 2025Q4: 10,700 shares; 2026Q1: 9,320 shares; 2026Q2: 12,365 shares; 2026Q3: 56,112 shares 56,112 $19.7M 0.56% +43,747 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,894 shares; 2025Q1: 18,901 shares; 2025Q2: 23,150 shares; 2025Q3: 23,390 shares; 2025Q4: 33,896 shares; 2026Q1: 32,395 shares; 2026Q2: 36,831 shares; 2026Q3: 54,849 shares 54,849 $18.9M 0.54% +18,018 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; 2024Q4: 46,669 shares; 2025Q1: 72,982 shares; 2025Q2: 65,794 shares; 2025Q3: 64,675 shares; 2025Q4: 129,868 shares; 2026Q1: 127,279 shares; 2026Q2: 316,001 shares; 2026Q3: 254,970 shares 254,970 $18M 0.51% -61,031 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; 2024Q4: 31,108 shares; 2025Q1: 31,637 shares; 2025Q2: 29,732 shares; 2025Q3: 28,774 shares; 2025Q4: 48,257 shares; 2026Q1: 48,209 shares; 2026Q2: 84,536 shares; 2026Q3: 83,140 shares 83,140 $18M 0.51% -1,396 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,979 shares; 2025Q2: 14,261 shares; 2025Q3: 11,740 shares; 2025Q4: 27,692 shares; 2026Q1: 27,692 shares; 2026Q2: 240,584 shares; 2026Q3: 229,254 shares 229,254 $17.5M 0.5% -11,330 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; 2024Q4: 14,631 shares; 2025Q1: 14,869 shares; 2025Q2: 15,897 shares; 2025Q3: 15,303 shares; 2025Q4: 45,298 shares; 2026Q1: 45,298 shares; 2026Q2: 72,700 shares; 2026Q3: 74,299 shares 74,299 $17.3M 0.49% +1,599 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; 2024Q4: 16,249 shares; 2025Q1: 19,295 shares; 2025Q2: 20,729 shares; 2025Q3: 21,214 shares; 2025Q4: 23,986 shares; 2026Q1: 22,235 shares; 2026Q2: 25,214 shares; 2026Q3: 48,905 shares 48,905 $16.2M 0.46% +23,691 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; 2024Q4: 12,355 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,148 shares; 2025Q4: 16,033 shares; 2026Q1: 16,033 shares; 2026Q2: 17,948 shares; 2026Q3: 20,921 shares 20,921 $15.5M 0.44% +2,973 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; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 47 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 20 shares 20 $14.9M 0.43% +8 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145,618 shares; 2025Q1: 151,357 shares; 2025Q2: 139,564 shares; 2025Q3: 124,394 shares; 2025Q4: 121,707 shares; 2026Q1: 121,625 shares; 2026Q2: 117,054 shares; 2026Q3: 115,259 shares 115,259 $14.8M 0.42% -1,795 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,026 shares; 2025Q1: 44,953 shares; 2025Q2: 56,055 shares; 2025Q3: 55,243 shares; 2025Q4: 180,907 shares; 2026Q1: 180,907 shares; 2026Q2: 179,221 shares; 2026Q3: 177,992 shares 177,992 $14.1M 0.4% -1,229 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 207,196 shares; 2025Q1: 221,292 shares; 2025Q2: 256,989 shares; 2025Q3: 263,096 shares; 2025Q4: 288,144 shares; 2026Q1: 288,144 shares; 2026Q2: 311,098 shares; 2026Q3: 346,705 shares 346,705 $13.9M 0.4% +35,607 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; 2024Q4: 3,685 shares; 2025Q1: 33,452 shares; 2025Q2: 30,353 shares; 2025Q3: 22,028 shares; 2025Q4: 49,789 shares; 2026Q1: 49,789 shares; 2026Q2: 403,515 shares; 2026Q3: 186,173 shares 186,173 $13.1M 0.37% -217,342 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,485 shares; 2025Q1: 8,565 shares; 2025Q2: 12,541 shares; 2025Q3: 11,657 shares; 2025Q4: 11,477 shares; 2026Q1: 11,477 shares; 2026Q2: 24,337 shares; 2026Q3: 137,817 shares 137,817 $12.4M 0.35% +113,480 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136,300 shares; 2025Q1: 158,062 shares; 2025Q2: 181,232 shares; 2025Q3: 205,592 shares; 2025Q4: 234,750 shares; 2026Q1: 234,750 shares; 2026Q2: 302,392 shares; 2026Q3: 304,424 shares 304,424 $12M 0.34% +2,032 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,877 shares; 2025Q1: 83,273 shares; 2025Q2: 106,797 shares; 2025Q3: 146,205 shares; 2025Q4: 187,635 shares; 2026Q1: 187,635 shares; 2026Q2: 193,373 shares; 2026Q3: 188,015 shares 188,015 $11.9M 0.34% -5,358 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101,205 shares; 2025Q1: 96,132 shares; 2025Q2: 90,263 shares; 2025Q3: 82,183 shares; 2025Q4: 76,581 shares; 2026Q1: 76,581 shares; 2026Q2: 93,964 shares; 2026Q3: 86,596 shares 86,596 $11.8M 0.34% -7,368 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 487,682 shares; 2025Q1: 434,161 shares; 2025Q2: 378,587 shares; 2025Q3: 345,040 shares; 2025Q4: 346,807 shares; 2026Q1: 346,807 shares; 2026Q2: 335,627 shares; 2026Q3: 333,428 shares 333,428 $11.2M 0.32% -2,199 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,938 shares; 2025Q1: 22,088 shares; 2025Q2: 31,320 shares; 2025Q3: 32,942 shares; 2025Q4: 33,668 shares; 2026Q1: 32,677 shares; 2026Q2: 36,609 shares; 2026Q3: 40,886 shares 40,886 $10.8M 0.31% +4,277 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140,829 shares; 2026Q3: 148,207 shares 148,207 $10.8M 0.31% +7,378 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,454 shares; 2025Q1: 12,863 shares; 2025Q2: 20,010 shares; 2025Q3: 19,821 shares; 2025Q4: 18,311 shares; 2026Q1: 18,311 shares; 2026Q2: 19,552 shares; 2026Q3: 82,161 shares 82,161 $10.3M 0.29% +62,609 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,682 shares; 2025Q3: 107,004 shares; 2025Q4: 111,888 shares; 2026Q1: 111,888 shares; 2026Q2: 134,888 shares; 2026Q3: 236,559 shares 236,559 $10.1M 0.29% +101,671 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229,962 shares; 2026Q1: 229,962 shares; 2026Q2: 214,572 shares; 2026Q3: 194,205 shares 194,205 $10M 0.29% -20,367 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169,875 shares; 2026Q3: 176,236 shares 176,236 $9.99M 0.28% +6,361 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,460 shares; 2025Q1: 132,667 shares; 2025Q2: 123,526 shares; 2025Q3: 108,855 shares; 2025Q4: 244,883 shares; 2026Q1: 244,883 shares; 2026Q2: 222,365 shares; 2026Q3: 194,711 shares 194,711 $9.94M 0.28% -27,654 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,286 shares; 2025Q3: 4,869 shares; 2025Q4: 67,527 shares; 2026Q1: 67,527 shares; 2026Q2: 79,719 shares; 2026Q3: 109,264 shares 109,264 $9.79M 0.28% +29,545 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; 2024Q4: 368 shares; 2025Q1: 603 shares; 2025Q2: 689 shares; 2025Q3: 896 shares; 2025Q4: 922 shares; 2026Q1: 772 shares; 2026Q2: 1,529 shares; 2026Q3: 8,410 shares 8,410 $9.73M 0.28% +6,881 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 173,620 shares; 2026Q3: 191,551 shares 191,551 $9.42M 0.27% +17,931 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,478 shares; 2025Q1: 28,958 shares; 2025Q2: 31,963 shares; 2025Q3: 32,947 shares; 2025Q4: 35,171 shares; 2026Q1: 35,081 shares; 2026Q2: 34,897 shares; 2026Q3: 41,206 shares 41,206 $9.41M 0.27% +6,309 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,079 shares; 2025Q1: 18,258 shares; 2025Q2: 21,038 shares; 2025Q3: 21,512 shares; 2025Q4: 74,671 shares; 2026Q1: 74,671 shares; 2026Q2: 85,699 shares; 2026Q3: 89,757 shares 89,757 $9.32M 0.27% +4,058 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,595 shares; 2025Q1: 53,803 shares; 2025Q2: 69,332 shares; 2025Q3: 99,239 shares; 2025Q4: 122,072 shares; 2026Q1: 122,072 shares; 2026Q2: 176,662 shares; 2026Q3: 219,411 shares 219,411 $9.3M 0.27% +42,749 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,078 shares; 2025Q3: 14,116 shares; 2025Q4: 14,206 shares; 2026Q1: 14,084 shares; 2026Q2: 311,143 shares; 2026Q3: 334,598 shares 334,598 $9.19M 0.26% +23,455 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 274,235 shares; 2025Q1: 271,269 shares; 2025Q2: 266,308 shares; 2025Q3: 258,020 shares; 2025Q4: 255,194 shares; 2026Q1: 252,764 shares; 2026Q2: 290,463 shares; 2026Q3: 248,244 shares 248,244 $9.19M 0.26% -42,219 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 428,894 shares; 2025Q1: 393,522 shares; 2025Q2: 479,978 shares; 2025Q3: 351,132 shares; 2025Q4: 274,325 shares; 2026Q1: 274,325 shares; 2026Q2: 244,768 shares; 2026Q3: 197,358 shares 197,358 $9.17M 0.26% -47,410 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,137 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,321 shares; 2026Q3: 88,260 shares 88,260 $8.8M 0.25% +13,939 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,358 shares; 2025Q1: 25,747 shares; 2025Q2: 27,712 shares; 2025Q3: 31,127 shares; 2025Q4: 26,907 shares; 2026Q1: 26,787 shares; 2026Q2: 45,907 shares; 2026Q3: 88,939 shares 88,939 $8.62M 0.25% +43,032 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 52,249 shares 52,249 $8.5M 0.24% new Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,606 shares; 2025Q1: 59,202 shares; 2025Q2: 64,778 shares; 2025Q3: 83,950 shares; 2025Q4: 113,798 shares; 2026Q1: 113,798 shares; 2026Q2: 110,577 shares; 2026Q3: 104,010 shares 104,010 $8.4M 0.24% -6,567 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 245,146 shares; 2025Q1: 278,785 shares; 2025Q2: 273,274 shares; 2025Q3: 315,147 shares; 2025Q4: 361,295 shares; 2026Q1: 361,295 shares; 2026Q2: 367,674 shares; 2026Q3: 345,388 shares 345,388 $8.37M 0.24% -22,286 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,725 shares; 2025Q1: 79,045 shares; 2025Q2: 65,120 shares; 2025Q3: 61,614 shares; 2025Q4: 60,930 shares; 2026Q1: 60,930 shares; 2026Q2: 65,132 shares; 2026Q3: 63,796 shares 63,796 $8.17M 0.23% -1,336 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,697 shares; 2025Q1: 113,467 shares; 2025Q2: 124,406 shares; 2025Q3: 127,114 shares; 2025Q4: 146,601 shares; 2026Q1: 145,809 shares; 2026Q2: 147,795 shares; 2026Q3: 186,170 shares 186,170 $8.06M 0.23% +38,375 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,094 shares; 2026Q3: 158,572 shares 158,572 $8.02M 0.23% +154,478 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287,299 shares; 2026Q3: 268,077 shares 268,077 $7.86M 0.22% -19,222 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,174 shares; 2025Q1: 21,701 shares; 2025Q2: 22,260 shares; 2025Q3: 21,210 shares; 2025Q4: 25,046 shares; 2026Q1: 25,046 shares; 2026Q2: 25,000 shares; 2026Q3: 24,639 shares 24,639 $7.82M 0.22% -361 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; 2024Q4: 2,246 shares; 2025Q1: 2,400 shares; 2025Q2: 2,324 shares; 2025Q3: 2,347 shares; 2025Q4: 3,526 shares; 2026Q1: 2,402 shares; 2026Q2: 2,986 shares; 2026Q3: 16,849 shares 16,849 $7.69M 0.22% +13,863 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 347,657 shares; 2026Q1: 347,657 shares; 2026Q2: 370,565 shares; 2026Q3: 371,253 shares 371,253 $7.65M 0.22% +688 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; 2024Q4: 2,491 shares; 2025Q1: 2,615 shares; 2025Q2: 2,796 shares; 2025Q3: 2,875 shares; 2025Q4: 3,232 shares; 2026Q1: 3,176 shares; 2026Q2: 3,276 shares; 2026Q3: 18,705 shares 18,705 $7.4M 0.21% +15,429 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202,849 shares; 2025Q1: 232,536 shares; 2025Q2: 223,860 shares; 2025Q3: 248,625 shares; 2025Q4: 258,005 shares; 2026Q1: 258,005 shares; 2026Q2: 260,060 shares; 2026Q3: 304,023 shares 304,023 $7.33M 0.21% +43,963 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,368 shares; 2025Q1: 139,564 shares; 2025Q2: 189,899 shares; 2025Q3: 247,389 shares; 2025Q4: 271,944 shares; 2026Q1: 270,629 shares; 2026Q2: 288,916 shares; 2026Q3: 171,069 shares 171,069 $7.16M 0.2% -117,847 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,789 shares; 2025Q1: 108,768 shares; 2025Q2: 169,427 shares; 2025Q3: 160,235 shares; 2025Q4: 146,234 shares; 2026Q1: 146,234 shares; 2026Q2: 134,724 shares; 2026Q3: 162,383 shares 162,383 $7.16M 0.2% +27,659 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,796 shares; 2025Q1: 88,105 shares; 2025Q2: 84,222 shares; 2025Q3: 78,897 shares; 2025Q4: 77,627 shares; 2026Q1: 77,627 shares; 2026Q2: 75,724 shares; 2026Q3: 74,972 shares 74,972 $6.76M 0.19% -752 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; 2024Q4: 9,986 shares; 2025Q1: 12,227 shares; 2025Q2: 12,223 shares; 2025Q3: 12,376 shares; 2025Q4: 13,030 shares; 2026Q1: 8,996 shares; 2026Q2: 8,895 shares; 2026Q3: 13,447 shares 13,447 $6.7M 0.19% +4,552 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,151 shares; 2026Q1: 1,994 shares; 2026Q2: 2,096 shares; 2026Q3: 6,222 shares 6,222 $6.63M 0.19% +4,126 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,202 shares; 2025Q1: 8,045 shares; 2025Q2: 8,086 shares; 2025Q3: 8,306 shares; 2025Q4: 7,658 shares; 2026Q1: 7,658 shares; 2026Q2: 8,922 shares; 2026Q3: 123,740 shares 123,740 $6.23M 0.18% +114,818 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; 2024Q4: 7,406 shares; 2025Q1: 8,399 shares; 2025Q2: 16,626 shares; 2025Q3: 29,338 shares; 2025Q4: 27,838 shares; 2026Q1: 27,728 shares; 2026Q2: 29,762 shares; 2026Q3: 41,436 shares 41,436 $6.02M 0.17% +11,674 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; 2024Q4: 9,300 shares; 2025Q1: 10,064 shares; 2025Q2: 10,459 shares; 2025Q3: 10,558 shares; 2025Q4: 10,678 shares; 2026Q1: 10,599 shares; 2026Q2: 10,827 shares; 2026Q3: 11,641 shares 11,641 $5.95M 0.17% +814 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,026 shares; 2025Q1: 22,901 shares; 2025Q2: 15,002 shares; 2025Q3: 15,990 shares; 2025Q4: 25,310 shares; 2026Q1: 25,310 shares; 2026Q2: 26,565 shares; 2026Q3: 117,334 shares 117,334 $5.91M 0.17% +90,769 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,556 shares; 2025Q1: 10,011 shares; 2025Q2: 10,671 shares; 2025Q3: 10,220 shares; 2025Q4: 10,148 shares; 2026Q1: 10,148 shares; 2026Q2: 13,630 shares; 2026Q3: 13,671 shares 13,671 $5.9M 0.17% +41 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,243 shares; 2025Q1: 9,108 shares; 2025Q2: 9,940 shares; 2025Q3: 10,774 shares; 2025Q4: 12,146 shares; 2026Q1: 12,031 shares; 2026Q2: 14,190 shares; 2026Q3: 28,832 shares 28,832 $5.89M 0.17% +14,642 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,747 shares; 2025Q1: 101,605 shares; 2025Q2: 116,808 shares; 2025Q3: 157,161 shares; 2025Q4: 192,881 shares; 2026Q1: 192,881 shares; 2026Q2: 182,979 shares; 2026Q3: 172,470 shares 172,470 $5.83M 0.17% -10,509 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; 2024Q4: 32,901 shares; 2025Q1: 33,043 shares; 2025Q2: 33,043 shares; 2025Q3: 32,914 shares; 2025Q4: 64,958 shares; 2026Q1: 64,870 shares; 2026Q2: 175,568 shares; 2026Q3: 174,872 shares 174,872 $5.82M 0.17% -696 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,969 shares; 2025Q1: 3,422 shares; 2025Q2: 4,795 shares; 2025Q3: 5,079 shares; 2025Q4: 5,260 shares; 2026Q1: 5,050 shares; 2026Q2: 6,762 shares; 2026Q3: 16,323 shares 16,323 $5.79M 0.17% +9,561 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; 2024Q4: 3,238 shares; 2025Q1: 16,196 shares; 2025Q2: 16,012 shares; 2025Q3: 14,055 shares; 2025Q4: 14,971 shares; 2026Q1: 14,971 shares; 2026Q2: 15,315 shares; 2026Q3: 16,126 shares 16,126 $5.67M 0.16% +811 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,893 shares; 2025Q3: 43,757 shares; 2025Q4: 56,172 shares; 2026Q1: 56,172 shares; 2026Q2: 61,864 shares; 2026Q3: 79,902 shares 79,902 $5.53M 0.16% +18,038 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,094 shares; 2025Q1: 16,433 shares; 2025Q2: 15,832 shares; 2025Q3: 14,189 shares; 2025Q4: 50,763 shares; 2026Q1: 50,763 shares; 2026Q2: 66,605 shares; 2026Q3: 58,445 shares 58,445 $5.53M 0.16% -8,160 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; 2024Q4: 13,680 shares; 2025Q1: 14,049 shares; 2025Q2: 12,866 shares; 2025Q3: 12,883 shares; 2025Q4: 25,598 shares; 2026Q1: 25,548 shares; 2026Q2: 26,064 shares; 2026Q3: 27,947 shares 27,947 $5.47M 0.16% +1,883 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; 2024Q4: 33,886 shares; 2025Q1: 38,260 shares; 2025Q2: 27,116 shares; 2025Q3: 26,173 shares; 2025Q4: 25,896 shares; 2026Q1: 24,881 shares; 2026Q2: 138,328 shares; 2026Q3: 90,644 shares 90,644 $5.38M 0.15% -47,684 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,006 shares; 2025Q1: 101,720 shares; 2025Q2: 106,498 shares; 2025Q3: 130,606 shares; 2025Q4: 161,956 shares; 2026Q1: 161,956 shares; 2026Q2: 138,878 shares; 2026Q3: 132,570 shares 132,570 $5.29M 0.15% -6,308 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; 2024Q4: not reported; 2025Q1: 1,353 shares; 2025Q2: 1,651 shares; 2025Q3: 1,843 shares; 2025Q4: 1,740 shares; 2026Q1: 1,660 shares; 2026Q2: 1,615 shares; 2026Q3: 19,355 shares 19,355 $5.27M 0.15% +17,740 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,981 shares; 2025Q3: 7,532 shares; 2025Q4: 11,175 shares; 2026Q1: 11,175 shares; 2026Q2: 14,490 shares; 2026Q3: 17,550 shares 17,550 $5.27M 0.15% +3,060 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; 2024Q4: 12,094 shares; 2025Q1: 18,080 shares; 2025Q2: 16,677 shares; 2025Q3: 16,515 shares; 2025Q4: 15,583 shares; 2026Q1: 14,171 shares; 2026Q2: 13,956 shares; 2026Q3: 58,341 shares 58,341 $5.24M 0.15% +44,385 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,866 shares; 2025Q1: 128,917 shares; 2025Q2: 125,371 shares; 2025Q3: 145,363 shares; 2025Q4: 150,058 shares; 2026Q1: 150,058 shares; 2026Q2: 154,727 shares; 2026Q3: 206,787 shares 206,787 $5.16M 0.15% +52,060 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; 2024Q4: 6,568 shares; 2025Q1: 6,676 shares; 2025Q2: 12,487 shares; 2025Q3: 12,751 shares; 2025Q4: 12,642 shares; 2026Q1: 12,585 shares; 2026Q2: 12,845 shares; 2026Q3: 12,961 shares 12,961 $5.14M 0.15% +116 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,103 shares; 2026Q1: 29,103 shares; 2026Q2: 28,410 shares; 2026Q3: 25,451 shares 25,451 $5.04M 0.14% -2,959 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,639 shares; 2025Q1: 50,129 shares; 2025Q2: 54,457 shares; 2025Q3: 46,402 shares; 2025Q4: 51,815 shares; 2026Q1: 51,815 shares; 2026Q2: 64,652 shares; 2026Q3: 48,728 shares 48,728 $4.98M 0.14% -15,924 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,497 shares; 2025Q1: 53,255 shares; 2025Q2: 65,932 shares; 2025Q3: 85,295 shares; 2025Q4: 105,951 shares; 2026Q1: 105,951 shares; 2026Q2: 108,718 shares; 2026Q3: 111,326 shares 111,326 $4.82M 0.14% +2,608 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,718 shares; 2026Q1: 102,718 shares; 2026Q2: 102,873 shares; 2026Q3: 88,577 shares 88,577 $4.76M 0.14% -14,296 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 657 shares; 2025Q3: 659 shares; 2025Q4: 816 shares; 2026Q1: 816 shares; 2026Q2: 802 shares; 2026Q3: 9,291 shares 9,291 $4.73M 0.14% +8,489 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 34,590 shares; 2025Q2: 31,279 shares; 2025Q3: 12,916 shares; 2025Q4: 12,345 shares; 2026Q1: 12,345 shares; 2026Q2: 256,513 shares; 2026Q3: 100,250 shares 100,250 $4.7M 0.13% -156,263 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,240 shares; 2025Q1: 157,017 shares; 2025Q2: 159,550 shares; 2025Q3: 225,245 shares; 2025Q4: 103,512 shares; 2026Q1: 101,204 shares; 2026Q2: 100,846 shares; 2026Q3: 99,841 shares 99,841 $4.49M 0.13% -1,005 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; 2024Q4: 11,644 shares; 2025Q1: 13,863 shares; 2025Q2: 17,357 shares; 2025Q3: 18,463 shares; 2025Q4: 15,901 shares; 2026Q1: 15,901 shares; 2026Q2: 16,069 shares; 2026Q3: 16,823 shares 16,823 $4.44M 0.13% +754 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,152 shares; 2025Q1: 39,682 shares; 2025Q2: 40,467 shares; 2025Q3: 40,656 shares; 2025Q4: 55,008 shares; 2026Q1: 55,008 shares; 2026Q2: 70,505 shares; 2026Q3: 85,011 shares 85,011 $4.41M 0.13% +14,506 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,026 shares; 2025Q1: 101,530 shares; 2025Q2: 104,621 shares; 2025Q3: 81,632 shares; 2025Q4: 53,143 shares; 2026Q1: 52,737 shares; 2026Q2: 43,666 shares; 2026Q3: 37,469 shares 37,469 $4.41M 0.13% -6,197 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,206 shares; 2025Q1: 2,562 shares; 2025Q2: 2,617 shares; 2025Q3: 2,689 shares; 2025Q4: 3,520 shares; 2026Q1: 3,268 shares; 2026Q2: 4,364 shares; 2026Q3: 5,430 shares 5,430 $4.4M 0.13% +1,066 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; 2024Q4: 6,490 shares; 2025Q1: 9,394 shares; 2025Q2: 19,281 shares; 2025Q3: 19,790 shares; 2025Q4: 23,447 shares; 2026Q1: 23,447 shares; 2026Q2: 21,412 shares; 2026Q3: 20,520 shares 20,520 $4.27M 0.12% -892 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,594 shares; 2025Q1: 7,070 shares; 2025Q2: 7,554 shares; 2025Q3: 9,080 shares; 2025Q4: 9,808 shares; 2026Q1: 9,275 shares; 2026Q2: 11,579 shares; 2026Q3: 16,271 shares 16,271 $4.26M 0.12% +4,692 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,579 shares; 2025Q2: 7,579 shares; 2025Q3: 6,600 shares; 2025Q4: 140,209 shares; 2026Q1: 140,209 shares; 2026Q2: 143,009 shares; 2026Q3: 137,253 shares 137,253 $4.23M 0.12% -5,756 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,754 shares; 2025Q1: 47,238 shares; 2025Q2: 62,805 shares; 2025Q3: 89,832 shares; 2025Q4: 104,016 shares; 2026Q1: 104,016 shares; 2026Q2: 110,347 shares; 2026Q3: 125,484 shares 125,484 $4.19M 0.12% +15,137 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,224 shares; 2026Q3: 25,096 shares 25,096 $4.19M 0.12% +5,872 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,752 shares 17,752 $4.19M 0.12% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 767,947 shares; 2025Q1: 695,210 shares; 2025Q2: 367,532 shares; 2025Q3: 252,357 shares; 2025Q4: 194,532 shares; 2026Q1: 194,532 shares; 2026Q2: 152,212 shares; 2026Q3: 102,304 shares 102,304 $4.1M 0.12% -49,908 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; 2024Q4: 26,399 shares; 2025Q1: 42,990 shares; 2025Q2: 51,162 shares; 2025Q3: 58,408 shares; 2025Q4: 65,886 shares; 2026Q1: 65,886 shares; 2026Q2: 65,547 shares; 2026Q3: 72,959 shares 72,959 $4.1M 0.12% +7,412 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; 2024Q4: 1,016 shares; 2025Q1: 1,332 shares; 2025Q2: 1,353 shares; 2025Q3: 1,467 shares; 2025Q4: 1,436 shares; 2026Q1: 1,419 shares; 2026Q2: 3,529 shares; 2026Q3: 4,508 shares 4,508 $4.06M 0.12% +979 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; 2024Q4: 3,097 shares; 2025Q1: 3,106 shares; 2025Q2: 7,112 shares; 2025Q3: 6,768 shares; 2025Q4: 7,494 shares; 2026Q1: 7,494 shares; 2026Q2: 8,543 shares; 2026Q3: 10,204 shares 10,204 $4.05M 0.12% +1,661 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,664 shares; 2025Q3: 26,611 shares; 2025Q4: 25,759 shares; 2026Q1: 25,759 shares; 2026Q2: 129,986 shares; 2026Q3: 112,619 shares 112,619 $4.05M 0.12% -17,367 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; 2024Q4: 1,325 shares; 2025Q1: 1,412 shares; 2025Q2: 1,500 shares; 2025Q3: 1,623 shares; 2025Q4: 2,020 shares; 2026Q1: 1,712 shares; 2026Q2: 3,083 shares; 2026Q3: 4,377 shares 4,377 $3.98M 0.11% +1,294 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,128 shares; 2025Q2: 10,098 shares; 2025Q3: 10,098 shares; 2025Q4: 104,223 shares; 2026Q1: 104,223 shares; 2026Q2: 104,729 shares; 2026Q3: 125,618 shares 125,618 $3.95M 0.11% +20,889 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,702 shares; 2025Q1: 23,839 shares; 2025Q2: 16,943 shares; 2025Q3: 16,073 shares; 2025Q4: 16,092 shares; 2026Q1: 15,975 shares; 2026Q2: 16,849 shares; 2026Q3: 16,969 shares 16,969 $3.92M 0.11% +120 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; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 2,844 shares; 2025Q3: 2,854 shares; 2025Q4: 2,865 shares; 2026Q1: 2,840 shares; 2026Q2: 2,804 shares; 2026Q3: 14,614 shares 14,614 $3.87M 0.11% +11,810 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,791 shares; 2025Q1: 7,431 shares; 2025Q2: 18,003 shares; 2025Q3: 17,059 shares; 2025Q4: 11,759 shares; 2026Q1: 11,759 shares; 2026Q2: 15,805 shares; 2026Q3: 26,871 shares 26,871 $3.82M 0.11% +11,066 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,450 shares; 2025Q1: 15,215 shares; 2025Q2: 21,116 shares; 2025Q3: 30,913 shares; 2025Q4: 35,752 shares; 2026Q1: 35,752 shares; 2026Q2: 39,878 shares; 2026Q3: 37,754 shares 37,754 $3.82M 0.11% -2,124 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,676 shares; 2025Q3: 6,395 shares; 2025Q4: 6,279 shares; 2026Q1: 6,221 shares; 2026Q2: 31,527 shares; 2026Q3: 46,838 shares 46,838 $3.8M 0.11% +15,311 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,282 shares; 2025Q1: 2,388 shares; 2025Q2: 2,748 shares; 2025Q3: 2,894 shares; 2025Q4: 29,140 shares; 2026Q1: 29,140 shares; 2026Q2: 34,523 shares; 2026Q3: 54,371 shares 54,371 $3.78M 0.11% +19,848 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,194 shares; 2025Q1: 7,384 shares; 2025Q2: 7,496 shares; 2025Q3: 8,512 shares; 2025Q4: 8,301 shares; 2026Q1: 8,301 shares; 2026Q2: 10,622 shares; 2026Q3: 11,850 shares 11,850 $3.7M 0.11% +1,228 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; 2024Q4: 12,457 shares; 2025Q1: 61,663 shares; 2025Q2: 70,305 shares; 2025Q3: 73,108 shares; 2025Q4: 72,789 shares; 2026Q1: 72,789 shares; 2026Q2: 133,285 shares; 2026Q3: 123,117 shares 123,117 $3.69M 0.11% -10,168 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,119 shares 8,119 $3.68M 0.11% new 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; 2024Q4: not reported; 2025Q1: 4,022 shares; 2025Q2: 4,059 shares; 2025Q3: 4,637 shares; 2025Q4: 4,436 shares; 2026Q1: 4,407 shares; 2026Q2: 4,638 shares; 2026Q3: 11,076 shares 11,076 $3.64M 0.1% +6,438 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,809 shares 7,809 $3.55M 0.1% new 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; 2024Q4: 8,343 shares; 2025Q1: 18,654 shares; 2025Q2: 15,962 shares; 2025Q3: 12,810 shares; 2025Q4: 11,885 shares; 2026Q1: 11,885 shares; 2026Q2: 13,891 shares; 2026Q3: 12,275 shares 12,275 $3.49M 0.1% -1,616 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,832 shares; 2025Q4: 89,348 shares; 2026Q1: 89,348 shares; 2026Q2: 90,845 shares; 2026Q3: 152,069 shares 152,069 $3.45M 0.1% +61,224 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,864 shares; 2025Q1: 4,127 shares; 2025Q2: 4,508 shares; 2025Q3: 4,783 shares; 2025Q4: 4,518 shares; 2026Q1: 4,141 shares; 2026Q2: 4,794 shares; 2026Q3: 6,163 shares 6,163 $3.4M 0.1% +1,369 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; 2024Q4: 5,161 shares; 2025Q1: 5,278 shares; 2025Q2: 5,480 shares; 2025Q3: 6,165 shares; 2025Q4: 5,887 shares; 2026Q1: 5,738 shares; 2026Q2: 6,015 shares; 2026Q3: 23,260 shares 23,260 $3.36M 0.1% +17,245 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,264 shares; 2025Q1: 2,498 shares; 2025Q2: 5,752 shares; 2025Q3: 5,911 shares; 2025Q4: 6,670 shares; 2026Q1: 5,812 shares; 2026Q2: 6,323 shares; 2026Q3: 9,328 shares 9,328 $3.35M 0.1% +3,005 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; 2024Q4: 3,264 shares; 2025Q1: 3,744 shares; 2025Q2: 2,735 shares; 2025Q3: 5,828 shares; 2025Q4: 8,072 shares; 2026Q1: 5,920 shares; 2026Q2: 9,194 shares; 2026Q3: 17,568 shares 17,568 $3.29M 0.09% +8,374 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,227 shares; 2025Q1: 12,437 shares; 2025Q2: 11,798 shares; 2025Q3: 11,879 shares; 2025Q4: 16,130 shares; 2026Q1: 15,130 shares; 2026Q2: 21,328 shares; 2026Q3: 27,107 shares 27,107 $3.26M 0.09% +5,779 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 89,191 shares 89,191 $3.14M 0.09% new Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 117,484 shares 117,484 $3.14M 0.09% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 98,363 shares; 2025Q2: 97,488 shares; 2025Q3: 94,961 shares; 2025Q4: 116,786 shares; 2026Q1: 116,786 shares; 2026Q2: 75,792 shares; 2026Q3: 61,156 shares 61,156 $3.1M 0.09% -14,636 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,383 shares; 2025Q1: 2,715 shares; 2025Q2: 2,196 shares; 2025Q3: 2,081 shares; 2025Q4: 2,241 shares; 2026Q1: 2,241 shares; 2026Q2: 4,018 shares; 2026Q3: 10,947 shares 10,947 $3.04M 0.09% +6,929 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,530 shares; 2025Q1: 17,039 shares; 2025Q2: 16,073 shares; 2025Q3: 15,783 shares; 2025Q4: 16,004 shares; 2026Q1: 16,004 shares; 2026Q2: 34,412 shares; 2026Q3: 35,933 shares 35,933 $3.03M 0.09% +1,521 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 104,206 shares 104,206 $3.01M 0.09% new Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 59,083 shares 59,083 $2.98M 0.09% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,423 shares; 2025Q1: 19,835 shares; 2025Q2: 19,130 shares; 2025Q3: 19,130 shares; 2025Q4: 20,189 shares; 2026Q1: 20,189 shares; 2026Q2: 20,245 shares; 2026Q3: 19,031 shares 19,031 $2.96M 0.08% -1,214 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,182 shares; 2025Q1: 30,944 shares; 2025Q2: 30,392 shares; 2025Q3: 27,730 shares; 2025Q4: 27,669 shares; 2026Q1: 27,669 shares; 2026Q2: 30,362 shares; 2026Q3: 30,012 shares 30,012 $2.92M 0.08% -350 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,797 shares; 2025Q1: 18,701 shares; 2025Q2: 18,282 shares; 2025Q3: 17,738 shares; 2025Q4: 17,538 shares; 2026Q1: 17,538 shares; 2026Q2: 17,381 shares; 2026Q3: 19,089 shares 19,089 $2.9M 0.08% +1,708 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,769 shares; 2025Q3: 3,839 shares; 2025Q4: 6,298 shares; 2026Q1: 3,998 shares; 2026Q2: 3,957 shares; 2026Q3: 25,648 shares 25,648 $2.89M 0.08% +21,691 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,912 shares; 2025Q1: 9,169 shares; 2025Q2: 9,447 shares; 2025Q3: 9,522 shares; 2025Q4: 9,571 shares; 2026Q1: 9,571 shares; 2026Q2: 10,695 shares; 2026Q3: 11,008 shares 11,008 $2.73M 0.08% +313 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; 2024Q4: 9,486 shares; 2025Q1: 12,747 shares; 2025Q2: 13,512 shares; 2025Q3: 13,817 shares; 2025Q4: 16,012 shares; 2026Q1: 16,012 shares; 2026Q2: 16,547 shares; 2026Q3: 18,108 shares 18,108 $2.69M 0.08% +1,561 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; 2024Q4: 21,638 shares; 2025Q1: 27,389 shares; 2025Q2: 28,201 shares; 2025Q3: 23,708 shares; 2025Q4: 18,525 shares; 2026Q1: 18,525 shares; 2026Q2: 23,299 shares; 2026Q3: 29,790 shares 29,790 $2.67M 0.08% +6,491 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,135 shares; 2025Q1: 9,714 shares; 2025Q2: 10,416 shares; 2025Q3: 11,343 shares; 2025Q4: 16,886 shares; 2026Q1: 14,601 shares; 2026Q2: 20,275 shares; 2026Q3: 24,978 shares 24,978 $2.6M 0.07% +4,703 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; 2024Q4: 33,077 shares; 2025Q1: 24,673 shares; 2025Q2: 63,069 shares; 2025Q3: 62,101 shares; 2025Q4: 62,311 shares; 2026Q1: 62,311 shares; 2026Q2: 129,351 shares; 2026Q3: 68,499 shares 68,499 $2.58M 0.07% -60,852 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; 2024Q4: 5,961 shares; 2025Q1: 6,898 shares; 2025Q2: 6,361 shares; 2025Q3: 6,399 shares; 2025Q4: 6,317 shares; 2026Q1: 6,317 shares; 2026Q2: 7,927 shares; 2026Q3: 32,530 shares 32,530 $2.55M 0.07% +24,603 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,560 shares; 2026Q1: 16,560 shares; 2026Q2: 16,558 shares; 2026Q3: 15,806 shares 15,806 $2.55M 0.07% -752 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,938 shares; 2025Q1: 30,082 shares; 2025Q2: 29,972 shares; 2025Q3: 29,977 shares; 2025Q4: 28,434 shares; 2026Q1: 28,434 shares; 2026Q2: 28,372 shares; 2026Q3: 27,536 shares 27,536 $2.53M 0.07% -836 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; 2024Q4: 7,652 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 35,631 shares 35,631 $2.49M 0.07% new 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; 2024Q4: 592 shares; 2025Q1: 625 shares; 2025Q2: 1,579 shares; 2025Q3: 1,671 shares; 2025Q4: 1,716 shares; 2026Q1: 1,663 shares; 2026Q2: 2,208 shares; 2026Q3: 3,692 shares 3,692 $2.49M 0.07% +1,484 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; 2024Q4: 5,856 shares; 2025Q1: 8,858 shares; 2025Q2: 9,136 shares; 2025Q3: 9,598 shares; 2025Q4: 9,994 shares; 2026Q1: 9,692 shares; 2026Q2: 11,794 shares; 2026Q3: 13,004 shares 13,004 $2.48M 0.07% +1,210 Timeline DFAR DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 99,612 shares 99,612 $2.41M 0.07% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: 809 shares; 2025Q4: 1,048 shares; 2026Q1: 777 shares; 2026Q2: 1,251 shares; 2026Q3: 2,505 shares 2,505 $2.38M 0.07% +1,254 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,618 shares; 2025Q1: 10,618 shares; 2025Q2: 10,800 shares; 2025Q3: 10,425 shares; 2025Q4: 8,974 shares; 2026Q1: 8,974 shares; 2026Q2: 27,356 shares; 2026Q3: 24,997 shares 24,997 $2.37M 0.07% -2,359 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; 2024Q4: 7,910 shares; 2025Q1: 9,135 shares; 2025Q2: 11,306 shares; 2025Q3: 10,887 shares; 2025Q4: 13,653 shares; 2026Q1: 13,500 shares; 2026Q2: 15,915 shares; 2026Q3: 22,026 shares 22,026 $2.37M 0.07% +6,111 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 881 shares; 2025Q1: 3,591 shares; 2025Q2: 4,347 shares; 2025Q3: 4,497 shares; 2025Q4: 7,083 shares; 2026Q1: 7,083 shares; 2026Q2: 6,681 shares; 2026Q3: 6,203 shares 6,203 $2.37M 0.07% -478 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,148 shares; 2025Q1: 6,149 shares; 2025Q2: 3,565 shares; 2025Q3: 3,569 shares; 2025Q4: 2,986 shares; 2026Q1: 2,932 shares; 2026Q2: 11,371 shares; 2026Q3: 11,307 shares 11,307 $2.37M 0.07% -64 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,748 shares 29,748 $2.32M 0.07% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,368 shares 15,368 $2.32M 0.07% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,395 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 28,142 shares 28,142 $2.31M 0.07% new 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; 2024Q4: 18,893 shares; 2025Q1: 19,499 shares; 2025Q2: 8,626 shares; 2025Q3: 6,567 shares; 2025Q4: 16,860 shares; 2026Q1: 16,860 shares; 2026Q2: 55,808 shares; 2026Q3: 48,032 shares 48,032 $2.27M 0.06% -7,776 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; 2024Q4: not reported; 2025Q1: 15,915 shares; 2025Q2: 18,115 shares; 2025Q3: 14,284 shares; 2025Q4: 13,199 shares; 2026Q1: 13,199 shares; 2026Q2: 54,325 shares; 2026Q3: 26,525 shares 26,525 $2.25M 0.06% -27,800 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; 2024Q4: 4,728 shares; 2025Q1: 16,782 shares; 2025Q2: 19,262 shares; 2025Q3: 19,380 shares; 2025Q4: 21,600 shares; 2026Q1: 21,127 shares; 2026Q2: 26,397 shares; 2026Q3: 29,326 shares 29,326 $2.22M 0.06% +2,929 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; 2024Q4: 1,069 shares; 2025Q1: 881 shares; 2025Q2: 6,017 shares; 2025Q3: 5,852 shares; 2025Q4: 5,844 shares; 2026Q1: 5,652 shares; 2026Q2: 6,327 shares; 2026Q3: 6,483 shares 6,483 $2.19M 0.06% +156 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 683 shares; 2025Q4: 1,354 shares; 2026Q1: 1,292 shares; 2026Q2: 6,058 shares; 2026Q3: 8,416 shares 8,416 $2.17M 0.06% +2,358 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,625 shares; 2026Q3: 54,163 shares 54,163 $2.15M 0.06% -24,462 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; 2024Q4: not reported; 2025Q1: 21,168 shares; 2025Q2: 21,604 shares; 2025Q3: 21,461 shares; 2025Q4: 22,488 shares; 2026Q1: 22,488 shares; 2026Q2: 21,246 shares; 2026Q3: 27,272 shares 27,272 $2.13M 0.06% +6,026 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 13,808 shares; 2025Q2: 13,871 shares; 2025Q3: 13,850 shares; 2025Q4: 13,074 shares; 2026Q1: 12,938 shares; 2026Q2: 13,134 shares; 2026Q3: 13,793 shares 13,793 $2.12M 0.06% +659 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,179 shares; 2026Q3: 26,661 shares 26,661 $2.12M 0.06% +19,482 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,196 shares; 2025Q1: 26,063 shares; 2025Q2: 24,945 shares; 2025Q3: 24,394 shares; 2025Q4: 15,452 shares; 2026Q1: 15,452 shares; 2026Q2: 15,460 shares; 2026Q3: 15,468 shares 15,468 $2.11M 0.06% +8 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; 2024Q4: 4,551 shares; 2025Q1: 5,533 shares; 2025Q2: 5,755 shares; 2025Q3: 6,213 shares; 2025Q4: 7,057 shares; 2026Q1: 6,848 shares; 2026Q2: 8,550 shares; 2026Q3: 9,576 shares 9,576 $2.11M 0.06% +1,026 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; 2024Q4: 1,483 shares; 2025Q1: 1,654 shares; 2025Q2: 1,697 shares; 2025Q3: 1,799 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares; 2026Q2: 1,970 shares; 2026Q3: 2,185 shares 2,185 $2.09M 0.06% +215 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,177 shares 25,177 $2.08M 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,390 shares; 2025Q3: 14,645 shares; 2025Q4: 30,999 shares; 2026Q1: 30,999 shares; 2026Q2: 47,630 shares; 2026Q3: 47,262 shares 47,262 $2.02M 0.06% -368 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,987 shares; 2025Q1: 4,097 shares; 2025Q2: 4,201 shares; 2025Q3: 4,523 shares; 2025Q4: 5,706 shares; 2026Q1: 5,598 shares; 2026Q2: 11,936 shares; 2026Q3: 14,714 shares 14,714 $2.02M 0.06% +2,778 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; 2024Q4: not reported; 2025Q1: 34,369 shares; 2025Q2: 34,537 shares; 2025Q3: 18,707 shares; 2025Q4: 15,876 shares; 2026Q1: 15,876 shares; 2026Q2: 24,423 shares; 2026Q3: 24,143 shares 24,143 $2M 0.06% -280 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,736 shares; 2025Q1: not reported; 2025Q2: 5,894 shares; 2025Q3: 6,536 shares; 2025Q4: 7,362 shares; 2026Q1: 7,267 shares; 2026Q2: 7,231 shares; 2026Q3: 10,771 shares 10,771 $2M 0.06% +3,540 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,775 shares 4,775 $1.97M 0.06% new 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; 2024Q4: 4,988 shares; 2025Q1: 5,593 shares; 2025Q2: 7,106 shares; 2025Q3: 7,185 shares; 2025Q4: 7,329 shares; 2026Q1: 7,250 shares; 2026Q2: 12,123 shares; 2026Q3: 13,556 shares 13,556 $1.97M 0.06% +1,433 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; 2024Q4: 2,568 shares; 2025Q1: 2,844 shares; 2025Q2: 2,694 shares; 2025Q3: 1,935 shares; 2025Q4: 1,912 shares; 2026Q1: 1,856 shares; 2026Q2: 15,313 shares; 2026Q3: 8,521 shares 8,521 $1.97M 0.06% -6,792 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; 2024Q4: 35,312 shares; 2025Q1: 38,992 shares; 2025Q2: 39,178 shares; 2025Q3: 41,655 shares; 2025Q4: 43,856 shares; 2026Q1: 43,856 shares; 2026Q2: 50,282 shares; 2026Q3: 80,017 shares 80,017 $1.95M 0.06% +29,735 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; 2024Q4: 2,239 shares; 2025Q1: 4,788 shares; 2025Q2: 5,240 shares; 2025Q3: 5,382 shares; 2025Q4: 8,870 shares; 2026Q1: 8,834 shares; 2026Q2: 8,141 shares; 2026Q3: 6,849 shares 6,849 $1.95M 0.06% -1,292 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; 2024Q4: 26,568 shares; 2025Q1: 22,413 shares; 2025Q2: 23,379 shares; 2025Q3: 23,991 shares; 2025Q4: 18,250 shares; 2026Q1: 18,107 shares; 2026Q2: 31,043 shares; 2026Q3: 42,374 shares 42,374 $1.94M 0.06% +11,331 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,638 shares; 2025Q1: 1,398 shares; 2025Q2: 1,295 shares; 2025Q3: 1,894 shares; 2025Q4: 1,945 shares; 2026Q1: 1,888 shares; 2026Q2: 2,322 shares; 2026Q3: 10,429 shares 10,429 $1.94M 0.06% +8,107 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,960 shares; 2025Q3: 1,898 shares; 2025Q4: 1,864 shares; 2026Q1: 1,828 shares; 2026Q2: 1,819 shares; 2026Q3: 15,412 shares 15,412 $1.94M 0.06% +13,593 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,994 shares; 2025Q1: 56,727 shares; 2025Q2: 51,711 shares; 2025Q3: 44,213 shares; 2025Q4: 39,924 shares; 2026Q1: 39,764 shares; 2026Q2: 40,553 shares; 2026Q3: 38,974 shares 38,974 $1.93M 0.06% -1,579 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 214 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,053 shares 1,053 $1.91M 0.05% 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; 2024Q4: 4,076 shares; 2025Q1: 6,271 shares; 2025Q2: 6,349 shares; 2025Q3: 6,555 shares; 2025Q4: 6,984 shares; 2026Q1: 6,864 shares; 2026Q2: 8,799 shares; 2026Q3: 12,756 shares 12,756 $1.89M 0.05% +3,957 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,537 shares; 2025Q1: 3,633 shares; 2025Q2: 7,625 shares; 2025Q3: 7,528 shares; 2025Q4: 7,454 shares; 2026Q1: 7,454 shares; 2026Q2: 7,525 shares; 2026Q3: 7,140 shares 7,140 $1.89M 0.05% -385 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; 2024Q4: 1,186 shares; 2025Q1: 3,204 shares; 2025Q2: 3,497 shares; 2025Q3: 3,608 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares; 2026Q2: 4,651 shares; 2026Q3: 4,952 shares 4,952 $1.89M 0.05% +301 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,719 shares; 2025Q2: 7,748 shares; 2025Q3: 7,764 shares; 2025Q4: 7,559 shares; 2026Q1: 7,559 shares; 2026Q2: 7,417 shares; 2026Q3: 8,145 shares 8,145 $1.88M 0.05% +728 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; 2024Q4: not reported; 2025Q1: 15,680 shares; 2025Q2: 18,043 shares; 2025Q3: 19,302 shares; 2025Q4: 18,482 shares; 2026Q1: 18,482 shares; 2026Q2: 32,584 shares; 2026Q3: 84,536 shares 84,536 $1.87M 0.05% +51,952 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,630 shares; 2025Q1: 4,437 shares; 2025Q2: 4,335 shares; 2025Q3: 4,229 shares; 2025Q4: 6,666 shares; 2026Q1: 6,666 shares; 2026Q2: 6,490 shares; 2026Q3: 7,720 shares 7,720 $1.86M 0.05% +1,230 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,732 shares; 2025Q1: 1,763 shares; 2025Q2: 1,767 shares; 2025Q3: 1,803 shares; 2025Q4: 1,842 shares; 2026Q1: 1,842 shares; 2026Q2: 2,445 shares; 2026Q3: 7,926 shares 7,926 $1.85M 0.05% +5,481 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,238 shares; 2025Q1: 3,484 shares; 2025Q2: 10,563 shares; 2025Q3: 3,663 shares; 2025Q4: 13,047 shares; 2026Q1: 13,047 shares; 2026Q2: 12,954 shares; 2026Q3: 12,664 shares 12,664 $1.84M 0.05% -290 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,637 shares; 2025Q1: 11,932 shares; 2025Q2: 12,696 shares; 2025Q3: 13,206 shares; 2025Q4: 13,678 shares; 2026Q1: 13,678 shares; 2026Q2: 12,961 shares; 2026Q3: 12,511 shares 12,511 $1.83M 0.05% -450 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; 2024Q4: 1,906 shares; 2025Q1: 1,976 shares; 2025Q2: 2,048 shares; 2025Q3: 2,323 shares; 2025Q4: 2,421 shares; 2026Q1: 2,268 shares; 2026Q2: 3,369 shares; 2026Q3: 5,995 shares 5,995 $1.82M 0.05% +2,626 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; 2024Q4: 22,764 shares; 2025Q1: 23,560 shares; 2025Q2: 19,341 shares; 2025Q3: 18,726 shares; 2025Q4: 20,039 shares; 2026Q1: 20,039 shares; 2026Q2: 21,505 shares; 2026Q3: 21,290 shares 21,290 $1.82M 0.05% -215 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,552 shares; 2026Q3: 3,154 shares 3,154 $1.79M 0.05% +602 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,058 shares; 2025Q1: 15,822 shares; 2025Q2: 15,853 shares; 2025Q3: 15,251 shares; 2025Q4: 28,547 shares; 2026Q1: 28,547 shares; 2026Q2: 27,596 shares; 2026Q3: 29,079 shares 29,079 $1.79M 0.05% +1,483 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 43,957 shares 43,957 $1.79M 0.05% new 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; 2024Q4: 629 shares; 2025Q1: 772 shares; 2025Q2: 2,456 shares; 2025Q3: 2,542 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares; 2026Q2: 3,316 shares; 2026Q3: 4,381 shares 4,381 $1.78M 0.05% +1,065 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,398 shares; 2025Q3: 2,646 shares; 2025Q4: 2,465 shares; 2026Q1: 2,227 shares; 2026Q2: 3,761 shares; 2026Q3: 8,374 shares 8,374 $1.7M 0.05% +4,613 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; 2024Q4: 10,126 shares; 2025Q1: 11,971 shares; 2025Q2: 10,416 shares; 2025Q3: 10,396 shares; 2025Q4: 10,734 shares; 2026Q1: 10,734 shares; 2026Q2: 10,615 shares; 2026Q3: 10,723 shares 10,723 $1.69M 0.05% +108 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,684 shares; 2025Q1: 3,062 shares; 2025Q2: 4,087 shares; 2025Q3: 4,694 shares; 2025Q4: 5,439 shares; 2026Q1: 5,147 shares; 2026Q2: 5,521 shares; 2026Q3: 8,580 shares 8,580 $1.61M 0.05% +3,059 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,209 shares; 2026Q1: 2,209 shares; 2026Q2: 15,920 shares; 2026Q3: 12,996 shares 12,996 $1.6M 0.05% -2,924 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101,865 shares; 2025Q1: 77,558 shares; 2025Q2: 41,463 shares; 2025Q3: 36,669 shares; 2025Q4: 41,199 shares; 2026Q1: 41,199 shares; 2026Q2: 45,084 shares; 2026Q3: 34,364 shares 34,364 $1.58M 0.05% -10,720 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,041 shares; 2025Q1: 6,075 shares; 2025Q2: 8,199 shares; 2025Q3: 8,640 shares; 2025Q4: 9,306 shares; 2026Q1: 9,156 shares; 2026Q2: 10,045 shares; 2026Q3: 14,096 shares 14,096 $1.58M 0.05% +4,051 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,516 shares; 2026Q3: 17,297 shares 17,297 $1.58M 0.04% +2,781 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; 2024Q4: 5,069 shares; 2025Q1: 7,239 shares; 2025Q2: 15,589 shares; 2025Q3: 17,610 shares; 2025Q4: 20,197 shares; 2026Q1: 20,197 shares; 2026Q2: 24,060 shares; 2026Q3: 30,347 shares 30,347 $1.57M 0.04% +6,287 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; 2024Q4: 6,341 shares; 2025Q1: 8,580 shares; 2025Q2: 8,794 shares; 2025Q3: 9,424 shares; 2025Q4: 9,100 shares; 2026Q1: 8,752 shares; 2026Q2: 9,037 shares; 2026Q3: 16,020 shares 16,020 $1.57M 0.04% +6,983 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; 2024Q4: 12,417 shares; 2025Q1: 12,739 shares; 2025Q2: 24,660 shares; 2025Q3: 19,569 shares; 2025Q4: 21,689 shares; 2026Q1: 20,630 shares; 2026Q2: 20,209 shares; 2026Q3: 28,691 shares 28,691 $1.56M 0.04% +8,482 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,664 shares; 2026Q1: 4,664 shares; 2026Q2: 5,061 shares; 2026Q3: 6,986 shares 6,986 $1.55M 0.04% +1,925 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,317 shares; 2025Q3: 4,317 shares; 2025Q4: 4,415 shares; 2026Q1: 4,415 shares; 2026Q2: 4,415 shares; 2026Q3: 20,515 shares 20,515 $1.55M 0.04% +16,100 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,690 shares; 2025Q1: 2,106 shares; 2025Q2: 2,286 shares; 2025Q3: 3,465 shares; 2025Q4: 4,544 shares; 2026Q1: 4,328 shares; 2026Q2: 5,782 shares; 2026Q3: 12,376 shares 12,376 $1.55M 0.04% +6,594 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,610 shares; 2025Q1: 10,793 shares; 2025Q2: 11,395 shares; 2025Q3: 11,355 shares; 2025Q4: 12,126 shares; 2026Q1: 11,901 shares; 2026Q2: 11,570 shares; 2026Q3: 12,222 shares 12,222 $1.55M 0.04% +652 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,574 shares 1,574 $1.53M 0.04% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,285 shares 4,285 $1.53M 0.04% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,284 shares; 2025Q1: 15,137 shares; 2025Q2: 14,991 shares; 2025Q3: 14,896 shares; 2025Q4: 14,537 shares; 2026Q1: 11,637 shares; 2026Q2: 17,001 shares; 2026Q3: 17,220 shares 17,220 $1.49M 0.04% +219 Timeline ATFV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 36,466 shares 36,466 $1.48M 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,839 shares; 2025Q3: 3,332 shares; 2025Q4: 3,268 shares; 2026Q1: 3,149 shares; 2026Q2: 3,504 shares; 2026Q3: 11,419 shares 11,419 $1.48M 0.04% +7,915 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 603 shares; 2025Q1: 269 shares; 2025Q2: 798 shares; 2025Q3: 824 shares; 2025Q4: 4,111 shares; 2026Q1: 4,031 shares; 2026Q2: 3,599 shares; 2026Q3: 10,977 shares 10,977 $1.47M 0.04% +7,378 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; 2024Q4: 7,422 shares; 2025Q1: 16,108 shares; 2025Q2: 15,301 shares; 2025Q3: 15,397 shares; 2025Q4: 16,036 shares; 2026Q1: 16,036 shares; 2026Q2: 39,444 shares; 2026Q3: 45,132 shares 45,132 $1.47M 0.04% +5,688 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; 2024Q4: 2,026 shares; 2025Q1: 2,286 shares; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares; 2025Q4: 2,241 shares; 2026Q1: 2,241 shares; 2026Q2: 2,395 shares; 2026Q3: 16,994 shares 16,994 $1.45M 0.04% +14,599 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,086 shares; 2025Q3: 7,861 shares; 2025Q4: 7,958 shares; 2026Q1: 7,958 shares; 2026Q2: 14,249 shares; 2026Q3: 14,616 shares 14,616 $1.45M 0.04% +367 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; 2024Q4: 18,406 shares; 2025Q1: 18,433 shares; 2025Q2: 19,988 shares; 2025Q3: 19,285 shares; 2025Q4: 20,439 shares; 2026Q1: 19,930 shares; 2026Q2: 33,384 shares; 2026Q3: 27,084 shares 27,084 $1.45M 0.04% -6,300 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,911 shares; 2025Q1: 6,263 shares; 2025Q2: 72,613 shares; 2025Q3: 66,408 shares; 2025Q4: 50,722 shares; 2026Q1: 50,722 shares; 2026Q2: 23,603 shares; 2026Q3: 28,166 shares 28,166 $1.44M 0.04% +4,563 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,618 shares; 2026Q1: 5,618 shares; 2026Q2: 13,672 shares; 2026Q3: 22,142 shares 22,142 $1.44M 0.04% +8,470 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,563 shares 1,563 $1.44M 0.04% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,203 shares; 2025Q1: 2,210 shares; 2025Q2: 3,288 shares; 2025Q3: 3,303 shares; 2025Q4: 3,330 shares; 2026Q1: 3,330 shares; 2026Q2: 3,364 shares; 2026Q3: 6,344 shares 6,344 $1.43M 0.04% +2,980 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 67,157 shares 67,157 $1.43M 0.04% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,088 shares; 2025Q1: 6,447 shares; 2025Q2: 6,336 shares; 2025Q3: 6,363 shares; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares; 2026Q2: 8,013 shares; 2026Q3: 8,326 shares 8,326 $1.42M 0.04% +313 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,901 shares; 2026Q1: 23,901 shares; 2026Q2: 31,282 shares; 2026Q3: 33,667 shares 33,667 $1.42M 0.04% +2,385 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,641 shares; 2026Q1: 31,641 shares; 2026Q2: 31,939 shares; 2026Q3: 31,886 shares 31,886 $1.42M 0.04% -53 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; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 963 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 962 shares; 2026Q3: 14,903 shares 14,903 $1.38M 0.04% +13,941 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 61,288 shares 61,288 $1.36M 0.04% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,983 shares 3,983 $1.35M 0.04% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,688 shares 11,688 $1.35M 0.04% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,292 shares; 2025Q1: 2,235 shares; 2025Q2: 2,225 shares; 2025Q3: 2,455 shares; 2025Q4: 2,353 shares; 2026Q1: 2,209 shares; 2026Q2: 2,520 shares; 2026Q3: 3,076 shares 3,076 $1.32M 0.04% +556 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191,396 shares; 2025Q1: 194,879 shares; 2025Q2: 86,107 shares; 2025Q3: 80,111 shares; 2025Q4: 75,622 shares; 2026Q1: 75,622 shares; 2026Q2: 74,481 shares; 2026Q3: 75,262 shares 75,262 $1.32M 0.04% +781 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: 432 shares; 2025Q4: 541 shares; 2026Q1: 510 shares; 2026Q2: 581 shares; 2026Q3: 1,246 shares 1,246 $1.32M 0.04% +665 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,429 shares; 2025Q2: 2,428 shares; 2025Q3: 2,430 shares; 2025Q4: 2,434 shares; 2026Q1: 2,434 shares; 2026Q2: 2,436 shares; 2026Q3: 2,158 shares 2,158 $1.31M 0.04% -278 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 62,059 shares 62,059 $1.31M 0.04% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,200 shares 4,200 $1.31M 0.04% new Timeline ALAI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 28,260 shares 28,260 $1.31M 0.04% new 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; 2024Q4: 478 shares; 2025Q1: 688 shares; 2025Q2: not reported; 2025Q3: 232 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares; 2026Q3: 1,298 shares 1,298 $1.3M 0.04% +798 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,670 shares; 2025Q1: 11,064 shares; 2025Q2: 11,382 shares; 2025Q3: 11,450 shares; 2025Q4: 9,709 shares; 2026Q1: 9,709 shares; 2026Q2: 9,238 shares; 2026Q3: 9,379 shares 9,379 $1.29M 0.04% +141 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,415 shares; 2025Q1: 3,579 shares; 2025Q2: 9,376 shares; 2025Q3: 10,482 shares; 2025Q4: 3,622 shares; 2026Q1: 3,622 shares; 2026Q2: 11,142 shares; 2026Q3: 23,832 shares 23,832 $1.29M 0.04% +12,690 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,499 shares 26,499 $1.28M 0.04% new 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; 2024Q4: 11,353 shares; 2025Q1: 11,277 shares; 2025Q2: 10,799 shares; 2025Q3: 10,407 shares; 2025Q4: 10,407 shares; 2026Q1: 10,407 shares; 2026Q2: 10,407 shares; 2026Q3: 10,407 shares 10,407 $1.27M 0.04% 0 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; 2024Q4: 1,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,370 shares; 2026Q1: 2,310 shares; 2026Q2: 3,476 shares; 2026Q3: 3,946 shares 3,946 $1.26M 0.04% +470 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; 2024Q4: 1,426 shares; 2025Q1: 1,370 shares; 2025Q2: 1,528 shares; 2025Q3: 1,554 shares; 2025Q4: 1,541 shares; 2026Q1: 1,191 shares; 2026Q2: 2,354 shares; 2026Q3: 2,370 shares 2,370 $1.24M 0.04% +16 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,386 shares; 2025Q2: 14,833 shares; 2025Q3: 52,329 shares; 2025Q4: 52,960 shares; 2026Q1: 52,960 shares; 2026Q2: 54,134 shares; 2026Q3: 57,691 shares 57,691 $1.22M 0.03% +3,557 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,995 shares; 2025Q1: 11,299 shares; 2025Q2: 19,365 shares; 2025Q3: 20,088 shares; 2025Q4: 20,190 shares; 2026Q1: 20,190 shares; 2026Q2: 12,687 shares; 2026Q3: 42,657 shares 42,657 $1.22M 0.03% +29,970 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,915 shares; 2026Q1: 36,915 shares; 2026Q2: 39,239 shares; 2026Q3: 48,801 shares 48,801 $1.21M 0.03% +9,562 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,062 shares; 2025Q1: 1,292 shares; 2025Q2: 1,354 shares; 2025Q3: 1,416 shares; 2025Q4: 1,414 shares; 2026Q1: 1,370 shares; 2026Q2: 1,730 shares; 2026Q3: 2,519 shares 2,519 $1.2M 0.03% +789 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; 2024Q4: not reported; 2025Q1: 12,234 shares; 2025Q2: 12,234 shares; 2025Q3: 12,259 shares; 2025Q4: 12,234 shares; 2026Q1: 12,234 shares; 2026Q2: 32,684 shares; 2026Q3: 32,753 shares 32,753 $1.19M 0.03% +69 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 684 shares 684 $1.19M 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,364 shares; 2025Q1: 3,395 shares; 2025Q2: 4,773 shares; 2025Q3: 5,125 shares; 2025Q4: 5,660 shares; 2026Q1: 5,528 shares; 2026Q2: 4,201 shares; 2026Q3: 5,157 shares 5,157 $1.18M 0.03% +956 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,307 shares; 2025Q1: 6,640 shares; 2025Q2: 6,266 shares; 2025Q3: 6,140 shares; 2025Q4: 5,115 shares; 2026Q1: 5,045 shares; 2026Q2: 5,257 shares; 2026Q3: 4,312 shares 4,312 $1.18M 0.03% -945 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,120 shares; 2025Q3: 1,436 shares; 2025Q4: 2,086 shares; 2026Q1: 1,629 shares; 2026Q2: 2,760 shares; 2026Q3: 4,166 shares 4,166 $1.17M 0.03% +1,406 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,944 shares 11,944 $1.16M 0.03% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,583 shares; 2025Q1: 7,591 shares; 2025Q2: 12,240 shares; 2025Q3: 11,965 shares; 2025Q4: 11,748 shares; 2026Q1: 11,748 shares; 2026Q2: 11,405 shares; 2026Q3: 9,314 shares 9,314 $1.12M 0.03% -2,091 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,088 shares; 2026Q1: 8,538 shares; 2026Q2: 8,782 shares; 2026Q3: 17,310 shares 17,310 $1.11M 0.03% +8,528 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,529 shares; 2026Q3: 7,126 shares 7,126 $1.11M 0.03% +2,597 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,080 shares; 2025Q1: 8,163 shares; 2025Q2: 9,925 shares; 2025Q3: 9,872 shares; 2025Q4: 9,901 shares; 2026Q1: 9,901 shares; 2026Q2: 12,749 shares; 2026Q3: 16,500 shares 16,500 $1.1M 0.03% +3,751 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 94,230 shares 94,230 $1.1M 0.03% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,274 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50,181 shares 50,181 $1.1M 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,283 shares; 2026Q3: 19,057 shares 19,057 $1.1M 0.03% -226 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; 2024Q4: 4,082 shares; 2025Q1: 5,083 shares; 2025Q2: 5,083 shares; 2025Q3: 4,460 shares; 2025Q4: 6,472 shares; 2026Q1: 6,472 shares; 2026Q2: 6,819 shares; 2026Q3: 6,981 shares 6,981 $1.08M 0.03% +162 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; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 657 shares; 2025Q3: 1,100 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 1,073 shares; 2026Q3: 1,645 shares 1,645 $1.08M 0.03% +572 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,352 shares; 2025Q3: 2,429 shares; 2025Q4: 2,491 shares; 2026Q1: 2,455 shares; 2026Q2: 3,043 shares; 2026Q3: 4,091 shares 4,091 $1.07M 0.03% +1,048 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 674 shares; 2025Q2: 1,179 shares; 2025Q3: 1,165 shares; 2025Q4: 1,017 shares; 2026Q1: 999 shares; 2026Q2: 2,238 shares; 2026Q3: 3,285 shares 3,285 $1.07M 0.03% +1,047 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,704 shares; 2026Q1: 36,704 shares; 2026Q2: 36,358 shares; 2026Q3: 36,051 shares 36,051 $1.07M 0.03% -307 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,749 shares; 2025Q1: 3,749 shares; 2025Q2: 3,934 shares; 2025Q3: 3,935 shares; 2025Q4: 4,524 shares; 2026Q1: 4,524 shares; 2026Q2: 4,139 shares; 2026Q3: 9,928 shares 9,928 $1.06M 0.03% +5,789 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; 2024Q4: not reported; 2025Q1: 1,932 shares; 2025Q2: 3,792 shares; 2025Q3: 4,298 shares; 2025Q4: 4,508 shares; 2026Q1: 4,333 shares; 2026Q2: 4,429 shares; 2026Q3: 7,988 shares 7,988 $1.06M 0.03% +3,559 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,454 shares 15,454 $1.05M 0.03% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,853 shares; 2025Q1: 25,533 shares; 2025Q2: 36,162 shares; 2025Q3: 39,611 shares; 2025Q4: 40,116 shares; 2026Q1: 40,116 shares; 2026Q2: 48,079 shares; 2026Q3: 57,375 shares 57,375 $1.04M 0.03% +9,296 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,294 shares; 2025Q3: 3,887 shares; 2025Q4: 4,344 shares; 2026Q1: 4,205 shares; 2026Q2: 6,994 shares; 2026Q3: 12,035 shares 12,035 $1.04M 0.03% +5,041 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; 2024Q4: 4,846 shares; 2025Q1: 11,685 shares; 2025Q2: 9,916 shares; 2025Q3: 10,640 shares; 2025Q4: 10,451 shares; 2026Q1: 10,451 shares; 2026Q2: 11,953 shares; 2026Q3: 13,293 shares 13,293 $1.03M 0.03% +1,340 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 614 shares; 2025Q2: 2,638 shares; 2025Q3: 2,647 shares; 2025Q4: 2,689 shares; 2026Q1: 2,604 shares; 2026Q2: 3,815 shares; 2026Q3: 3,722 shares 3,722 $1.03M 0.03% -93 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,903 shares 1,903 $1.02M 0.03% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,225 shares; 2026Q3: 19,144 shares 19,144 $1.01M 0.03% -5,081 Timeline PZT 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,114 shares; 2025Q3: 33,704 shares; 2025Q4: 41,676 shares; 2026Q1: 41,676 shares; 2026Q2: 43,231 shares; 2026Q3: 48,751 shares 48,751 $1M 0.03% +5,520 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,588 shares; 2025Q1: 2,156 shares; 2025Q2: 2,720 shares; 2025Q3: 2,930 shares; 2025Q4: 3,215 shares; 2026Q1: 3,215 shares; 2026Q2: 3,703 shares; 2026Q3: 4,501 shares 4,501 $1M 0.03% +798 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,896 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,075 shares; 2026Q3: 19,747 shares 19,747 $998K 0.03% +3,672 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,274 shares; 2026Q1: 85,274 shares; 2026Q2: 85,274 shares; 2026Q3: 85,274 shares 85,274 $996K 0.03% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,131 shares; 2025Q1: 3,200 shares; 2025Q2: 3,131 shares; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares; 2026Q1: 2,797 shares; 2026Q2: 11,054 shares; 2026Q3: 12,566 shares 12,566 $984K 0.03% +1,512 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,048 shares; 2025Q2: 3,276 shares; 2025Q3: 3,389 shares; 2025Q4: 4,383 shares; 2026Q1: 4,383 shares; 2026Q2: 8,715 shares; 2026Q3: 9,607 shares 9,607 $982K 0.03% +892 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,536 shares; 2026Q3: 40,073 shares 40,073 $981K 0.03% +29,537 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 619 shares; 2025Q1: 598 shares; 2025Q2: 683 shares; 2025Q3: 815 shares; 2025Q4: 746 shares; 2026Q1: 697 shares; 2026Q2: 764 shares; 2026Q3: 1,439 shares 1,439 $967K 0.03% +675 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,366 shares; 2025Q1: 25,714 shares; 2025Q2: 35,382 shares; 2025Q3: 37,156 shares; 2025Q4: 37,648 shares; 2026Q1: 37,648 shares; 2026Q2: 46,409 shares; 2026Q3: 47,494 shares 47,494 $956K 0.03% +1,085 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,731 shares; 2025Q1: 13,141 shares; 2025Q2: 12,091 shares; 2025Q3: 12,478 shares; 2025Q4: 9,589 shares; 2026Q1: 9,589 shares; 2026Q2: 9,415 shares; 2026Q3: 9,267 shares 9,267 $955K 0.03% -148 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,722 shares; 2025Q1: 9,219 shares; 2025Q2: 8,385 shares; 2025Q3: not reported; 2025Q4: 32,430 shares; 2026Q1: 32,430 shares; 2026Q2: 74,684 shares; 2026Q3: 39,109 shares 39,109 $953K 0.03% -35,575 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 968 shares; 2025Q1: 1,037 shares; 2025Q2: 1,254 shares; 2025Q3: 1,364 shares; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares; 2026Q2: 1,862 shares; 2026Q3: 2,254 shares 2,254 $950K 0.03% +392 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,758 shares; 2025Q1: 10,722 shares; 2025Q2: 11,394 shares; 2025Q3: 11,574 shares; 2025Q4: 20,383 shares; 2026Q1: 19,329 shares; 2026Q2: 16,133 shares; 2026Q3: 19,947 shares 19,947 $944K 0.03% +3,814 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,316 shares 25,316 $920K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,439 shares; 2025Q2: 4,178 shares; 2025Q3: 4,807 shares; 2025Q4: 4,788 shares; 2026Q1: 4,788 shares; 2026Q2: 5,914 shares; 2026Q3: 9,764 shares 9,764 $917K 0.03% +3,850 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,405 shares; 2025Q1: 28,524 shares; 2025Q2: 34,812 shares; 2025Q3: 36,761 shares; 2025Q4: 37,232 shares; 2026Q1: 37,232 shares; 2026Q2: 49,477 shares; 2026Q3: 56,776 shares 56,776 $916K 0.03% +7,299 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; 2024Q4: not reported; 2025Q1: 3,869 shares; 2025Q2: 10,156 shares; 2025Q3: 6,528 shares; 2025Q4: 6,201 shares; 2026Q1: 5,454 shares; 2026Q2: 5,871 shares; 2026Q3: 11,341 shares 11,341 $908K 0.03% +5,470 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,113 shares; 2025Q1: 33,723 shares; 2025Q2: 38,382 shares; 2025Q3: 41,769 shares; 2025Q4: 23,196 shares; 2026Q1: 23,196 shares; 2026Q2: 22,562 shares; 2026Q3: 19,948 shares 19,948 $905K 0.03% -2,614 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; 2024Q4: 7,791 shares; 2025Q1: 8,745 shares; 2025Q2: 9,809 shares; 2025Q3: 9,665 shares; 2025Q4: 11,296 shares; 2026Q1: 8,057 shares; 2026Q2: 8,174 shares; 2026Q3: 8,538 shares 8,538 $896K 0.03% +364 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,513 shares; 2025Q1: 17,431 shares; 2025Q2: 15,287 shares; 2025Q3: 15,631 shares; 2025Q4: 15,588 shares; 2026Q1: 15,588 shares; 2026Q2: 18,950 shares; 2026Q3: 17,097 shares 17,097 $889K 0.03% -1,853 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: 845 shares; 2025Q4: 820 shares; 2026Q1: 799 shares; 2026Q2: 1,813 shares; 2026Q3: 2,924 shares 2,924 $878K 0.03% +1,111 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; 2024Q4: 3,260 shares; 2025Q1: 3,393 shares; 2025Q2: 3,096 shares; 2025Q3: 3,079 shares; 2025Q4: 2,745 shares; 2026Q1: 2,704 shares; 2026Q2: 3,584 shares; 2026Q3: 3,957 shares 3,957 $877K 0.03% +373 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27,484 shares 27,484 $874K 0.02% new 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; 2024Q4: 690 shares; 2025Q1: 659 shares; 2025Q2: 706 shares; 2025Q3: 874 shares; 2025Q4: 831 shares; 2026Q1: 683 shares; 2026Q2: 2,300 shares; 2026Q3: 2,378 shares 2,378 $873K 0.02% +78 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 213 shares; 2026Q3: 4,465 shares 4,465 $870K 0.02% +4,252 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,782 shares; 2025Q1: 26,068 shares; 2025Q2: 37,194 shares; 2025Q3: 48,692 shares; 2025Q4: 18,271 shares; 2026Q1: 17,778 shares; 2026Q2: 14,009 shares; 2026Q3: 11,515 shares 11,515 $867K 0.02% -2,494 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; 2024Q4: 4,440 shares; 2025Q1: 4,142 shares; 2025Q2: 22,034 shares; 2025Q3: 21,875 shares; 2025Q4: 21,751 shares; 2026Q1: 20,751 shares; 2026Q2: 21,893 shares; 2026Q3: 22,631 shares 22,631 $858K 0.02% +738 Timeline RSPT 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; 2024Q4: 22,635 shares; 2025Q1: 26,209 shares; 2025Q2: 31,201 shares; 2025Q3: 32,503 shares; 2025Q4: 28,647 shares; 2026Q1: 28,647 shares; 2026Q2: 12,987 shares; 2026Q3: 12,986 shares 12,986 $855K 0.02% -1 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,488 shares; 2025Q3: 11,448 shares; 2025Q4: 9,213 shares; 2026Q1: 9,213 shares; 2026Q2: 18,660 shares; 2026Q3: 36,399 shares 36,399 $854K 0.02% +17,739 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,987 shares; 2025Q1: 28,103 shares; 2025Q2: 38,145 shares; 2025Q3: 39,996 shares; 2025Q4: 40,539 shares; 2026Q1: 40,539 shares; 2026Q2: 44,059 shares; 2026Q3: 43,093 shares 43,093 $842K 0.02% -966 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,931 shares 10,931 $833K 0.02% new Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,687 shares; 2025Q1: 26,687 shares; 2025Q2: 26,687 shares; 2025Q3: 26,687 shares; 2025Q4: 26,828 shares; 2026Q1: 26,828 shares; 2026Q2: 30,113 shares; 2026Q3: 29,786 shares 29,786 $833K 0.02% -327 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,170 shares; 2025Q3: 10,232 shares; 2025Q4: 13,152 shares; 2026Q1: 13,152 shares; 2026Q2: 16,315 shares; 2026Q3: 19,980 shares 19,980 $830K 0.02% +3,665 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,851 shares 2,851 $828K 0.02% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,478 shares; 2025Q3: 1,479 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares; 2026Q2: 2,363 shares; 2026Q3: 1,980 shares 1,980 $824K 0.02% -383 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,329 shares 2,329 $812K 0.02% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,565 shares; 2025Q1: 18,565 shares; 2025Q2: 11,283 shares; 2025Q3: 11,283 shares; 2025Q4: 11,278 shares; 2026Q1: 11,278 shares; 2026Q2: 9,610 shares; 2026Q3: 9,663 shares 9,663 $806K 0.02% +53 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; 2024Q4: 1,989 shares; 2025Q1: not reported; 2025Q2: 2,071 shares; 2025Q3: 2,157 shares; 2025Q4: 2,133 shares; 2026Q1: 2,110 shares; 2026Q2: 2,157 shares; 2026Q3: 2,252 shares 2,252 $803K 0.02% +95 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,833 shares; 2026Q1: not reported; 2026Q2: 2,290 shares; 2026Q3: 9,450 shares 9,450 $797K 0.02% +7,160 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,539 shares; 2025Q3: 23,895 shares; 2025Q4: 26,430 shares; 2026Q1: 26,430 shares; 2026Q2: 33,560 shares; 2026Q3: 42,866 shares 42,866 $795K 0.02% +9,306 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,048 shares; 2025Q1: 8,048 shares; 2025Q2: 8,048 shares; 2025Q3: 7,639 shares; 2025Q4: 7,661 shares; 2026Q1: 6,116 shares; 2026Q2: 6,455 shares; 2026Q3: 7,470 shares 7,470 $790K 0.02% +1,015 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; 2024Q4: not reported; 2025Q1: 8,168 shares; 2025Q2: 5,946 shares; 2025Q3: 11,735 shares; 2025Q4: 121,814 shares; 2026Q1: 4,507 shares; 2026Q2: 5,825 shares; 2026Q3: 8,549 shares 8,549 $783K 0.02% +2,724 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,814 shares; 2025Q1: 78,179 shares; 2025Q2: 112,475 shares; 2025Q3: 122,253 shares; 2025Q4: 113,305 shares; 2026Q1: 113,305 shares; 2026Q2: 75,031 shares; 2026Q3: 59,991 shares 59,991 $773K 0.02% -15,040 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,612 shares; 2025Q1: 19,612 shares; 2025Q2: 19,612 shares; 2025Q3: 10,837 shares; 2025Q4: 10,837 shares; 2026Q1: 10,837 shares; 2026Q2: 5,112 shares; 2026Q3: 10,415 shares 10,415 $771K 0.02% +5,303 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,253 shares; 2025Q1: 4,574 shares; 2025Q2: 4,713 shares; 2025Q3: 4,717 shares; 2025Q4: 3,957 shares; 2026Q1: 3,845 shares; 2026Q2: 4,502 shares; 2026Q3: 4,795 shares 4,795 $771K 0.02% +293 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,169 shares; 2025Q3: 2,959 shares; 2025Q4: 5,019 shares; 2026Q1: 5,019 shares; 2026Q2: 5,019 shares; 2026Q3: 7,865 shares 7,865 $767K 0.02% +2,846 Timeline VUSB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,762 shares; 2025Q3: 9,762 shares; 2025Q4: 9,762 shares; 2026Q1: 9,762 shares; 2026Q2: 15,467 shares; 2026Q3: 15,467 shares 15,467 $766K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,092 shares; 2025Q2: 6,166 shares; 2025Q3: 7,220 shares; 2025Q4: 8,814 shares; 2026Q1: 8,609 shares; 2026Q2: 12,180 shares; 2026Q3: 12,438 shares 12,438 $753K 0.02% +258 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,009 shares; 2025Q1: 7,232 shares; 2025Q2: 7,555 shares; 2025Q3: 7,600 shares; 2025Q4: 7,757 shares; 2026Q1: 7,757 shares; 2026Q2: 7,718 shares; 2026Q3: 7,368 shares 7,368 $745K 0.02% -350 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,523 shares 2,523 $738K 0.02% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 37,322 shares 37,322 $737K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,811 shares; 2026Q1: 1,811 shares; 2026Q2: 2,184 shares; 2026Q3: 2,885 shares 2,885 $737K 0.02% +701 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,561 shares 17,561 $735K 0.02% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,945 shares; 2025Q3: 14,574 shares; 2025Q4: 14,666 shares; 2026Q1: 14,666 shares; 2026Q2: 23,794 shares; 2026Q3: 14,393 shares 14,393 $731K 0.02% -9,401 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,225 shares; 2026Q1: 2,225 shares; 2026Q2: 3,739 shares; 2026Q3: 6,491 shares 6,491 $726K 0.02% +2,752 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,660 shares; 2025Q1: 6,102 shares; 2025Q2: 6,872 shares; 2025Q3: 7,344 shares; 2025Q4: 6,707 shares; 2026Q1: 6,631 shares; 2026Q2: 7,046 shares; 2026Q3: 7,341 shares 7,341 $725K 0.02% +295 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,776 shares; 2025Q1: 1,528 shares; 2025Q2: 1,774 shares; 2025Q3: 1,892 shares; 2025Q4: 2,341 shares; 2026Q1: 2,341 shares; 2026Q2: 2,615 shares; 2026Q3: 3,940 shares 3,940 $725K 0.02% +1,325 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,421 shares 16,421 $724K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 851 shares; 2025Q4: 1,196 shares; 2026Q1: 1,173 shares; 2026Q2: 1,899 shares; 2026Q3: 2,329 shares 2,329 $720K 0.02% +430 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,875 shares 23,875 $713K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,599 shares; 2026Q3: 8,300 shares 8,300 $709K 0.02% +3,701 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,368 shares; 2025Q1: 25,281 shares; 2025Q2: 33,783 shares; 2025Q3: 35,535 shares; 2025Q4: 36,013 shares; 2026Q1: 36,013 shares; 2026Q2: 37,761 shares; 2026Q3: 36,069 shares 36,069 $704K 0.02% -1,692 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,392 shares; 2026Q3: 4,361 shares 4,361 $692K 0.02% -31 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,496 shares 14,496 $684K 0.02% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,438 shares; 2026Q1: 2,738 shares; 2026Q2: 2,741 shares; 2026Q3: 6,147 shares 6,147 $682K 0.02% +3,406 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,725 shares; 2025Q2: 6,475 shares; 2025Q3: 6,255 shares; 2025Q4: 6,255 shares; 2026Q1: 6,255 shares; 2026Q2: 5,805 shares; 2026Q3: 5,550 shares 5,550 $673K 0.02% -255 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,152 shares; 2025Q4: 3,498 shares; 2026Q1: 3,498 shares; 2026Q2: 4,515 shares; 2026Q3: 5,920 shares 5,920 $668K 0.02% +1,405 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,491 shares; 2025Q4: 6,432 shares; 2026Q1: 6,432 shares; 2026Q2: 6,295 shares; 2026Q3: 15,139 shares 15,139 $666K 0.02% +8,844 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,050 shares; 2025Q1: 23,242 shares; 2025Q2: 25,304 shares; 2025Q3: 27,850 shares; 2025Q4: 28,090 shares; 2026Q1: 28,090 shares; 2026Q2: 37,325 shares; 2026Q3: 42,077 shares 42,077 $664K 0.02% +4,752 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,564 shares; 2026Q1: 2,564 shares; 2026Q2: 3,646 shares; 2026Q3: 5,580 shares 5,580 $662K 0.02% +1,934 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,341 shares; 2026Q1: 1,341 shares; 2026Q2: 1,851 shares; 2026Q3: 2,307 shares 2,307 $662K 0.02% +456 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,321 shares; 2025Q3: 3,321 shares; 2025Q4: 3,321 shares; 2026Q1: 3,321 shares; 2026Q2: 3,321 shares; 2026Q3: 3,349 shares 3,349 $658K 0.02% +28 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,540 shares; 2025Q1: 41,792 shares; 2025Q2: 37,327 shares; 2025Q3: 32,919 shares; 2025Q4: 32,178 shares; 2026Q1: 32,178 shares; 2026Q2: 55,381 shares; 2026Q3: 22,242 shares 22,242 $656K 0.02% -33,139 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,395 shares 15,395 $652K 0.02% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,076 shares; 2026Q3: 14,331 shares 14,331 $648K 0.02% +255 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; 2024Q4: 5,635 shares; 2025Q1: 8,261 shares; 2025Q2: 9,378 shares; 2025Q3: 10,046 shares; 2025Q4: 12,221 shares; 2026Q1: 10,449 shares; 2026Q2: 8,409 shares; 2026Q3: 9,455 shares 9,455 $648K 0.02% +1,046 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,892 shares; 2026Q3: 6,106 shares 6,106 $646K 0.02% +3,214 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82 shares; 2025Q3: 81 shares; 2025Q4: 104 shares; 2026Q1: 86 shares; 2026Q2: 88 shares; 2026Q3: 3,963 shares 3,963 $646K 0.02% +3,875 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 327 shares; 2025Q1: 362 shares; 2025Q2: 372 shares; 2025Q3: 377 shares; 2025Q4: 373 shares; 2026Q1: 273 shares; 2026Q2: 426 shares; 2026Q3: 425 shares 425 $642K 0.02% -1 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,480 shares 6,480 $642K 0.02% new Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,968 shares; 2026Q3: 31,968 shares 31,968 $636K 0.02% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,590 shares 5,590 $636K 0.02% new Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,881 shares; 2026Q1: 19,881 shares; 2026Q2: 38,469 shares; 2026Q3: 61,018 shares 61,018 $634K 0.02% +22,549 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,654 shares 12,654 $634K 0.02% new 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; 2024Q4: not reported; 2025Q1: 898 shares; 2025Q2: 1,648 shares; 2025Q3: 1,993 shares; 2025Q4: 2,634 shares; 2026Q1: 2,464 shares; 2026Q2: 3,473 shares; 2026Q3: 3,433 shares 3,433 $633K 0.02% -40 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,393 shares 9,393 $627K 0.02% new Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,962 shares; 2026Q3: 29,962 shares 29,962 $626K 0.02% 0 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,539 shares 9,539 $624K 0.02% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,261 shares; 2025Q1: 14,636 shares; 2025Q2: 13,774 shares; 2025Q3: 13,804 shares; 2025Q4: 13,990 shares; 2026Q1: 13,990 shares; 2026Q2: 13,693 shares; 2026Q3: 12,794 shares 12,794 $616K 0.02% -899 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; 2024Q4: not reported; 2025Q1: 5,048 shares; 2025Q2: 5,119 shares; 2025Q3: 5,261 shares; 2025Q4: 5,329 shares; 2026Q1: 5,329 shares; 2026Q2: 7,444 shares; 2026Q3: 9,141 shares 9,141 $616K 0.02% +1,697 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,938 shares; 2026Q3: 25,938 shares 25,938 $612K 0.02% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,036 shares; 2025Q1: 6,343 shares; 2025Q2: 6,101 shares; 2025Q3: 7,896 shares; 2025Q4: 7,483 shares; 2026Q1: 7,346 shares; 2026Q2: 6,662 shares; 2026Q3: 9,804 shares 9,804 $612K 0.02% +3,142 Timeline JMTG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,641 shares 12,641 $611K 0.02% new Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,250 shares; 2026Q3: 25,250 shares 25,250 $608K 0.02% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,341 shares; 2026Q3: 12,511 shares 12,511 $604K 0.02% +170 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,658 shares; 2025Q2: 6,860 shares; 2025Q3: 6,860 shares; 2025Q4: 6,860 shares; 2026Q1: 6,860 shares; 2026Q2: 6,764 shares; 2026Q3: 6,764 shares 6,764 $600K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,435 shares; 2025Q1: 6,591 shares; 2025Q2: 6,591 shares; 2025Q3: 3,891 shares; 2025Q4: 3,866 shares; 2026Q1: 3,866 shares; 2026Q2: 4,187 shares; 2026Q3: 21,427 shares 21,427 $599K 0.02% +17,240 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,909 shares; 2025Q4: 7,504 shares; 2026Q1: 7,504 shares; 2026Q2: 18,017 shares; 2026Q3: 18,327 shares 18,327 $598K 0.02% +310 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,976 shares; 2026Q1: 3,976 shares; 2026Q2: 5,859 shares; 2026Q3: 7,643 shares 7,643 $596K 0.02% +1,784 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,915 shares 3,915 $593K 0.02% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,115 shares; 2025Q1: 3,124 shares; 2025Q2: 3,125 shares; 2025Q3: 3,213 shares; 2025Q4: 3,125 shares; 2026Q1: 3,125 shares; 2026Q2: 3,109 shares; 2026Q3: 3,300 shares 3,300 $593K 0.02% +191 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 398 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 691 shares 691 $590K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,258 shares; 2026Q1: 7,258 shares; 2026Q2: 10,004 shares; 2026Q3: 10,863 shares 10,863 $590K 0.02% +859 Timeline QQQE 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; 2024Q4: 7,094 shares; 2025Q1: 7,094 shares; 2025Q2: 6,854 shares; 2025Q3: 6,854 shares; 2025Q4: 6,854 shares; 2026Q1: 6,854 shares; 2026Q2: 6,854 shares; 2026Q3: 4,904 shares 4,904 $589K 0.02% -1,950 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,402 shares 20,402 $589K 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,204 shares 1,204 $587K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,787 shares; 2026Q1: 1,787 shares; 2026Q2: 1,841 shares; 2026Q3: 1,513 shares 1,513 $587K 0.02% -328 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,831 shares; 2026Q3: 7,553 shares 7,553 $586K 0.02% +4,722 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,599 shares; 2026Q1: 5,599 shares; 2026Q2: 9,262 shares; 2026Q3: 11,839 shares 11,839 $586K 0.02% +2,577 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,730 shares; 2026Q1: 2,653 shares; 2026Q2: 2,874 shares; 2026Q3: 3,571 shares 3,571 $586K 0.02% +697 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,236 shares 2,236 $583K 0.02% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,678 shares 1,678 $583K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,175 shares; 2026Q3: 4,261 shares 4,261 $577K 0.02% +86 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,514 shares 2,514 $574K 0.02% new Timeline DFSV DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,239 shares 15,239 $571K 0.02% new 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; 2024Q4: 3,944 shares; 2025Q1: 3,944 shares; 2025Q2: 3,531 shares; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares; 2026Q1: 3,627 shares; 2026Q2: 4,392 shares; 2026Q3: 4,402 shares 4,402 $568K 0.02% +10 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,737 shares 19,737 $565K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: 1,268 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares; 2026Q2: 2,130 shares; 2026Q3: 2,186 shares 2,186 $562K 0.02% +56 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; 2024Q4: not reported; 2025Q1: 2,217 shares; 2025Q2: 2,453 shares; 2025Q3: 2,522 shares; 2025Q4: 2,736 shares; 2026Q1: 2,498 shares; 2026Q2: 2,588 shares; 2026Q3: 3,771 shares 3,771 $562K 0.02% +1,183 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,126 shares; 2026Q3: 26,126 shares 26,126 $559K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,402 shares; 2026Q1: 4,143 shares; 2026Q2: 6,567 shares; 2026Q3: 6,695 shares 6,695 $555K 0.02% +128 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,158 shares 5,158 $551K 0.02% new Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,960 shares; 2025Q1: 7,676 shares; 2025Q2: 6,811 shares; 2025Q3: 6,811 shares; 2025Q4: 6,811 shares; 2026Q1: 6,811 shares; 2026Q2: 6,811 shares; 2026Q3: 5,783 shares 5,783 $549K 0.02% -1,028 Timeline SPLV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,039 shares; 2026Q3: 7,785 shares 7,785 $549K 0.02% -5,254 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,064 shares; 2025Q1: 5,833 shares; 2025Q2: 8,914 shares; 2025Q3: 7,839 shares; 2025Q4: 7,520 shares; 2026Q1: 7,520 shares; 2026Q2: 7,999 shares; 2026Q3: 7,109 shares 7,109 $549K 0.02% -890 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,660 shares; 2025Q1: 4,844 shares; 2025Q2: 7,218 shares; 2025Q3: 9,977 shares; 2025Q4: 10,579 shares; 2026Q1: 10,579 shares; 2026Q2: 16,276 shares; 2026Q3: 5,247 shares 5,247 $548K 0.02% -11,029 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,477 shares; 2026Q1: 21,477 shares; 2026Q2: 28,175 shares; 2026Q3: 10,891 shares 10,891 $548K 0.02% -17,284 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; 2024Q4: 1,983 shares; 2025Q1: 1,695 shares; 2025Q2: 2,672 shares; 2025Q3: 2,783 shares; 2025Q4: 2,860 shares; 2026Q1: 1,960 shares; 2026Q2: 2,024 shares; 2026Q3: 2,335 shares 2,335 $545K 0.02% +311 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,872 shares; 2025Q1: 5,934 shares; 2025Q2: 5,885 shares; 2025Q3: 5,885 shares; 2025Q4: 8,904 shares; 2026Q1: 8,891 shares; 2026Q2: 8,894 shares; 2026Q3: 8,894 shares 8,894 $544K 0.02% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 996 shares; 2025Q1: 1,183 shares; 2025Q2: 1,195 shares; 2025Q3: 1,144 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares; 2026Q2: 1,171 shares; 2026Q3: 1,271 shares 1,271 $542K 0.02% +100 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,035 shares; 2026Q1: 36,035 shares; 2026Q2: 36,035 shares; 2026Q3: 36,035 shares 36,035 $542K 0.02% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares; 2026Q2: 2,381 shares; 2026Q3: 2,380 shares 2,380 $542K 0.02% -1 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; 2024Q4: not reported; 2025Q1: 285 shares; 2025Q2: 291 shares; 2025Q3: 290 shares; 2025Q4: 293 shares; 2026Q1: 293 shares; 2026Q2: 397 shares; 2026Q3: 433 shares 433 $539K 0.02% +36 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,717 shares; 2025Q1: not reported; 2025Q2: 6,079 shares; 2025Q3: 5,947 shares; 2025Q4: 5,511 shares; 2026Q1: 5,351 shares; 2026Q2: not reported; 2026Q3: 2,988 shares 2,988 $534K 0.02% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,717 shares; 2025Q2: 11,049 shares; 2025Q3: 10,549 shares; 2025Q4: 17,753 shares; 2026Q1: 17,753 shares; 2026Q2: 23,237 shares; 2026Q3: 26,539 shares 26,539 $533K 0.02% +3,302 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,860 shares; 2025Q1: 5,860 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,860 shares; 2026Q1: 5,860 shares; 2026Q2: 5,860 shares; 2026Q3: 5,860 shares 5,860 $530K 0.02% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,841 shares 7,841 $530K 0.02% new Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,600 shares; 2026Q1: 25,600 shares; 2026Q2: 25,600 shares; 2026Q3: 25,600 shares 25,600 $529K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,381 shares; 2026Q1: 3,295 shares; 2026Q2: 5,736 shares; 2026Q3: 6,106 shares 6,106 $527K 0.02% +370 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,671 shares 10,671 $522K 0.01% new 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; 2024Q4: not reported; 2025Q1: 9,140 shares; 2025Q2: 6,704 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,173 shares; 2026Q3: 7,159 shares 7,159 $522K 0.01% +986 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,203 shares; 2025Q1: 4,367 shares; 2025Q2: 4,163 shares; 2025Q3: 4,016 shares; 2025Q4: 3,983 shares; 2026Q1: 3,978 shares; 2026Q2: 4,379 shares; 2026Q3: 5,465 shares 5,465 $519K 0.01% +1,086 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,935 shares; 2026Q1: 1,830 shares; 2026Q2: 1,712 shares; 2026Q3: 2,294 shares 2,294 $519K 0.01% +582 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,709 shares; 2026Q1: 2,709 shares; 2026Q2: 4,547 shares; 2026Q3: 4,524 shares 4,524 $514K 0.01% -23 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,524 shares 4,524 $507K 0.01% new 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; 2024Q4: not reported; 2025Q1: 1,744 shares; 2025Q2: 1,773 shares; 2025Q3: 1,928 shares; 2025Q4: 3,472 shares; 2026Q1: 3,472 shares; 2026Q2: 3,861 shares; 2026Q3: 4,441 shares 4,441 $506K 0.01% +580 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; 2024Q4: not reported; 2025Q1: 3,254 shares; 2025Q2: 3,389 shares; 2025Q3: 3,106 shares; 2025Q4: 3,203 shares; 2026Q1: 3,013 shares; 2026Q2: 2,751 shares; 2026Q3: 2,698 shares 2,698 $495K 0.01% -53 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,042 shares; 2025Q2: 18,082 shares; 2025Q3: 20,484 shares; 2025Q4: 23,357 shares; 2026Q1: 23,357 shares; 2026Q2: 24,510 shares; 2026Q3: 24,510 shares 24,510 $492K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,291 shares 5,291 $491K 0.01% new Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,925 shares 6,925 $490K 0.01% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,044 shares; 2025Q1: 3,217 shares; 2025Q2: 3,574 shares; 2025Q3: 3,582 shares; 2025Q4: 3,098 shares; 2026Q1: 2,398 shares; 2026Q2: 3,751 shares; 2026Q3: 3,750 shares 3,750 $489K 0.01% -1 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,370 shares; 2025Q1: 5,370 shares; 2025Q2: 6,700 shares; 2025Q3: 6,505 shares; 2025Q4: 6,505 shares; 2026Q1: 6,505 shares; 2026Q2: 6,497 shares; 2026Q3: 6,804 shares 6,804 $487K 0.01% +307 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; 2024Q4: 2,332 shares; 2025Q1: 3,633 shares; 2025Q2: 4,479 shares; 2025Q3: 5,238 shares; 2025Q4: 2,940 shares; 2026Q1: 2,828 shares; 2026Q2: 2,907 shares; 2026Q3: 3,515 shares 3,515 $484K 0.01% +608 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,691 shares; 2026Q3: 20,736 shares 20,736 $484K 0.01% -9,955 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 792 shares 792 $482K 0.01% new Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,230 shares; 2026Q1: 49,230 shares; 2026Q2: 49,338 shares; 2026Q3: 49,382 shares 49,382 $480K 0.01% +44 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,390 shares 11,390 $480K 0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,526 shares 5,526 $479K 0.01% new Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,819 shares 13,819 $477K 0.01% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,734 shares; 2026Q3: 6,644 shares 6,644 $473K 0.01% -90 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,952 shares 8,952 $471K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares; 2026Q1: 1,218 shares; 2026Q2: 2,034 shares; 2026Q3: 2,245 shares 2,245 $471K 0.01% +211 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,547 shares; 2025Q1: 11,229 shares; 2025Q2: 10,704 shares; 2025Q3: 10,801 shares; 2025Q4: 8,051 shares; 2026Q1: 8,051 shares; 2026Q2: 8,882 shares; 2026Q3: 8,687 shares 8,687 $470K 0.01% -195 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,577 shares; 2025Q1: 1,577 shares; 2025Q2: 723 shares; 2025Q3: 561 shares; 2025Q4: 571 shares; 2026Q1: 571 shares; 2026Q2: 752 shares; 2026Q3: 918 shares 918 $467K 0.01% +166 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,822 shares; 2026Q3: 7,960 shares 7,960 $465K 0.01% +1,138 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,155 shares; 2026Q1: 1,155 shares; 2026Q2: 1,155 shares; 2026Q3: 1,758 shares 1,758 $463K 0.01% +603 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,864 shares; 2026Q3: 4,708 shares 4,708 $459K 0.01% +1,844 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,153 shares 2,153 $454K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,674 shares; 2026Q3: 2,894 shares 2,894 $453K 0.01% +1,220 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,292 shares; 2026Q3: 7,461 shares 7,461 $453K 0.01% +3,169 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,670 shares; 2026Q3: 5,466 shares 5,466 $453K 0.01% -204 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,842 shares; 2026Q3: 7,034 shares 7,034 $451K 0.01% +2,192 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,071 shares 2,071 $451K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 443 shares 443 $448K 0.01% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,461 shares 3,461 $448K 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,951 shares 1,951 $445K 0.01% new Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,594 shares; 2025Q1: 22,596 shares; 2025Q2: 19,599 shares; 2025Q3: 19,450 shares; 2025Q4: 15,249 shares; 2026Q1: 15,249 shares; 2026Q2: 14,927 shares; 2026Q3: 12,265 shares 12,265 $444K 0.01% -2,662 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,945 shares 5,945 $444K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,343 shares 1,343 $443K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 823 shares; 2025Q4: 925 shares; 2026Q1: 670 shares; 2026Q2: 1,014 shares; 2026Q3: 1,325 shares 1,325 $440K 0.01% +311 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,361 shares; 2025Q1: 9,321 shares; 2025Q2: 5,736 shares; 2025Q3: 5,602 shares; 2025Q4: 4,643 shares; 2026Q1: 4,643 shares; 2026Q2: 4,382 shares; 2026Q3: 4,402 shares 4,402 $433K 0.01% +20 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,461 shares 1,461 $431K 0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,564 shares; 2025Q1: 8,275 shares; 2025Q2: 8,128 shares; 2025Q3: 7,434 shares; 2025Q4: 6,842 shares; 2026Q1: 6,842 shares; 2026Q2: 6,184 shares; 2026Q3: 5,713 shares 5,713 $431K 0.01% -471 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,295 shares 4,295 $429K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,811 shares; 2025Q2: 4,775 shares; 2025Q3: 4,485 shares; 2025Q4: 4,343 shares; 2026Q1: 4,343 shares; 2026Q2: 4,358 shares; 2026Q3: 4,227 shares 4,227 $428K 0.01% -131 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,515 shares; 2025Q1: 8,876 shares; 2025Q2: 8,182 shares; 2025Q3: 8,183 shares; 2025Q4: 7,408 shares; 2026Q1: 7,408 shares; 2026Q2: 6,935 shares; 2026Q3: 5,751 shares 5,751 $424K 0.01% -1,184 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; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: 1,214 shares; 2025Q3: 1,042 shares; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares; 2026Q2: 1,138 shares; 2026Q3: 2,081 shares 2,081 $424K 0.01% +943 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,430 shares; 2026Q1: 31,430 shares; 2026Q2: 31,430 shares; 2026Q3: 31,430 shares 31,430 $422K 0.01% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,464 shares; 2026Q3: 5,570 shares 5,570 $422K 0.01% +106 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,297 shares 10,297 $422K 0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,593 shares; 2025Q1: 1,605 shares; 2025Q2: 1,606 shares; 2025Q3: 1,688 shares; 2025Q4: 1,642 shares; 2026Q1: 1,619 shares; 2026Q2: 1,637 shares; 2026Q3: 1,828 shares 1,828 $419K 0.01% +191 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 924 shares 924 $417K 0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,028 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares; 2026Q2: 1,665 shares; 2026Q3: 2,005 shares 2,005 $415K 0.01% +340 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,103 shares 11,103 $407K 0.01% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,558 shares; 2026Q3: 6,675 shares 6,675 $405K 0.01% +117 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,202 shares; 2025Q2: 1,039 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,312 shares; 2026Q3: 1,735 shares 1,735 $402K 0.01% +423 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,195 shares 3,195 $402K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,229 shares; 2025Q1: 3,322 shares; 2025Q2: 2,607 shares; 2025Q3: not reported; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares; 2026Q2: 3,363 shares; 2026Q3: 4,292 shares 4,292 $401K 0.01% +929 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,704 shares 6,704 $399K 0.01% new Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,241 shares; 2025Q3: 14,693 shares; 2025Q4: 14,702 shares; 2026Q1: 14,702 shares; 2026Q2: 14,707 shares; 2026Q3: 15,824 shares 15,824 $398K 0.01% +1,117 Timeline