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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982,032 shares; 2024Q4: 3,208,919 shares; 2025Q1: 3,458,636 shares; 2025Q2: 3,555,236 shares; 2025Q3: 3,647,344 shares; 2025Q4: 3,715,482 shares 3,715,482 $1.25B 6.97% +68,138 Timeline SFGV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,619,549 shares; 2025Q2: 33,727,130 shares; 2025Q3: 32,130,783 shares; 2025Q4: 31,787,963 shares 31,787,963 $1B 5.62% -342,820 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337,633 shares; 2024Q4: 1,451,595 shares; 2025Q1: 1,516,003 shares; 2025Q2: 1,592,873 shares; 2025Q3: 1,667,078 shares; 2025Q4: 1,994,220 shares 1,994,220 $542M 3.03% +327,142 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,912,672 shares; 2024Q4: 4,119,380 shares; 2025Q1: 5,051,836 shares; 2025Q2: 5,549,414 shares; 2025Q3: 5,840,747 shares; 2025Q4: 5,815,625 shares 5,815,625 $492M 2.76% -25,122 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097,588 shares; 2024Q4: 2,150,204 shares; 2025Q1: 2,244,064 shares; 2025Q2: 2,393,538 shares; 2025Q3: 2,455,031 shares; 2025Q4: 2,627,032 shares 2,627,032 $490M 2.74% +172,001 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316,670 shares; 2024Q4: 3,272,006 shares; 2025Q1: 3,247,550 shares; 2025Q2: 3,283,557 shares; 2025Q3: 3,180,226 shares; 2025Q4: 3,545,177 shares 3,545,177 $432M 2.42% +364,951 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,875 shares; 2024Q4: 620,356 shares; 2025Q1: 682,974 shares; 2025Q2: 728,783 shares; 2025Q3: 769,950 shares; 2025Q4: 852,389 shares 852,389 $412M 2.31% +82,439 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,261,045 shares; 2025Q2: 5,403,637 shares; 2025Q3: 5,744,635 shares; 2025Q4: 5,752,460 shares 5,752,460 $339M 1.9% +7,825 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,822,146 shares; 2024Q4: 4,944,490 shares; 2025Q1: 5,627,695 shares; 2025Q2: 6,662,285 shares; 2025Q3: 7,007,237 shares; 2025Q4: 7,125,424 shares 7,125,424 $333M 1.87% +118,187 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 211,114 shares; 2025Q1: 3,176,770 shares; 2025Q2: 3,154,064 shares; 2025Q3: 3,312,431 shares; 2025Q4: 3,449,814 shares 3,449,814 $275M 1.54% +137,383 Timeline JPIE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637,431 shares; 2024Q4: 1,781,776 shares; 2025Q1: 2,159,182 shares; 2025Q2: 2,695,517 shares; 2025Q3: 4,609,570 shares; 2025Q4: 5,592,163 shares 5,592,163 $259M 1.45% +982,593 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100,273 shares; 2024Q4: 938,250 shares; 2025Q1: 1,068,948 shares; 2025Q2: 1,111,807 shares; 2025Q3: 1,158,785 shares; 2025Q4: 1,118,435 shares 1,118,435 $258M 1.44% -40,350 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,583,787 shares; 2024Q4: 2,986,289 shares; 2025Q1: 3,556,648 shares; 2025Q2: 4,528,515 shares; 2025Q3: 7,627,847 shares; 2025Q4: 9,459,806 shares 9,459,806 $252M 1.41% +1,831,959 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383,547 shares; 2024Q4: 1,508,807 shares; 2025Q1: 1,805,801 shares; 2025Q2: 2,256,451 shares; 2025Q3: 3,788,082 shares; 2025Q4: 4,686,138 shares 4,686,138 $247M 1.38% +898,056 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 323,777 shares; 2025Q1: 2,558,043 shares; 2025Q2: 2,532,898 shares; 2025Q3: 2,741,955 shares; 2025Q4: 2,928,028 shares 2,928,028 $231M 1.29% +186,073 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,245 shares; 2024Q4: 549,969 shares; 2025Q1: 557,603 shares; 2025Q2: 614,611 shares; 2025Q3: 626,802 shares; 2025Q4: 633,547 shares 633,547 $219M 1.23% +6,745 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,718 shares; 2024Q4: 540,093 shares; 2025Q1: 553,827 shares; 2025Q2: 594,959 shares; 2025Q3: 605,962 shares; 2025Q4: 637,767 shares 637,767 $200M 1.12% +31,805 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023,495 shares; 2024Q4: 1,312,902 shares; 2025Q1: 1,577,162 shares; 2025Q2: 1,674,873 shares; 2025Q3: 1,704,780 shares; 2025Q4: 1,766,391 shares 1,766,391 $189M 1.06% +61,611 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,274 shares; 2024Q4: 459,960 shares; 2025Q1: 447,351 shares; 2025Q2: 478,370 shares; 2025Q3: 483,951 shares; 2025Q4: 473,242 shares 473,242 $188M 1.05% -10,709 Timeline TDVG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,560 shares; 2024Q4: 359,058 shares; 2025Q1: 350,230 shares; 2025Q2: 332,120 shares; 2025Q3: 3,762,326 shares; 2025Q4: 4,141,709 shares 4,141,709 $186M 1.04% +379,383 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265,639 shares; 2024Q4: 1,299,226 shares; 2025Q1: 1,124,773 shares; 2025Q2: 1,325,997 shares; 2025Q3: 1,293,324 shares; 2025Q4: 1,246,414 shares 1,246,414 $176M 0.99% -46,910 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,388 shares; 2024Q4: 173,632 shares; 2025Q1: 189,614 shares; 2025Q2: 210,526 shares; 2025Q3: 224,924 shares; 2025Q4: 252,334 shares 252,334 $167M 0.93% +27,410 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186,364 shares; 2024Q4: 1,472,650 shares; 2025Q1: 4,207,753 shares; 2025Q2: 4,632,242 shares; 2025Q3: 4,887,858 shares; 2025Q4: 4,967,176 shares 4,967,176 $164M 0.92% +79,318 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,490 shares; 2024Q4: 101,735 shares; 2025Q1: 117,791 shares; 2025Q2: 140,201 shares; 2025Q3: 146,222 shares; 2025Q4: 147,690 shares 147,690 $159M 0.89% +1,468 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,352 shares; 2024Q4: 364,769 shares; 2025Q1: 4,319,252 shares; 2025Q2: 4,384,277 shares; 2025Q3: 4,879,012 shares; 2025Q4: 4,880,486 shares 4,880,486 $155M 0.86% +1,474 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,438 shares; 2024Q4: 175,632 shares; 2025Q1: 170,093 shares; 2025Q2: 167,223 shares; 2025Q3: 267,789 shares; 2025Q4: 309,261 shares 309,261 $151M 0.84% +41,472 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,538 shares; 2024Q4: 414,956 shares; 2025Q1: 436,681 shares; 2025Q2: 485,486 shares; 2025Q3: 458,223 shares; 2025Q4: 467,267 shares 467,267 $146M 0.82% +9,044 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637,641 shares; 2024Q4: 768,846 shares; 2025Q1: 730,590 shares; 2025Q2: 679,337 shares; 2025Q3: 697,392 shares; 2025Q4: 741,134 shares 741,134 $142M 0.79% +43,742 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,200 shares; 2024Q4: 247,904 shares; 2025Q1: 227,315 shares; 2025Q2: 227,970 shares; 2025Q3: 226,492 shares; 2025Q4: 280,775 shares 280,775 $141M 0.79% +54,283 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312,630 shares; 2024Q4: 1,316,833 shares; 2025Q1: 1,375,241 shares; 2025Q2: 1,280,673 shares; 2025Q3: 1,393,235 shares; 2025Q4: 1,738,053 shares 1,738,053 $133M 0.75% +344,818 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,230 shares; 2024Q4: 82,207 shares; 2025Q1: 126,447 shares; 2025Q2: 134,690 shares; 2025Q3: 145,647 shares; 2025Q4: 146,673 shares 146,673 $129M 0.72% +1,026 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,286 shares; 2024Q4: 292,578 shares; 2025Q1: 348,688 shares; 2025Q2: 360,312 shares; 2025Q3: 364,523 shares; 2025Q4: 393,983 shares 393,983 $127M 0.71% +29,460 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,458 shares; 2024Q4: 533,055 shares; 2025Q1: 545,447 shares; 2025Q2: 606,553 shares; 2025Q3: 615,217 shares; 2025Q4: 615,114 shares 615,114 $113M 0.63% -103 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700,282 shares; 2025Q2: 1,702,103 shares; 2025Q3: 1,797,735 shares; 2025Q4: 1,801,161 shares 1,801,161 $108M 0.61% +3,426 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,730 shares; 2024Q4: 153,720 shares; 2025Q1: 153,333 shares; 2025Q2: 151,998 shares; 2025Q3: 151,309 shares; 2025Q4: 158,210 shares 158,210 $108M 0.6% +6,901 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,676 shares; 2024Q4: 71,417 shares; 2025Q1: 870,178 shares; 2025Q2: 939,279 shares; 2025Q3: 1,001,576 shares; 2025Q4: 1,014,293 shares 1,014,293 $103M 0.58% +12,717 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542,942 shares; 2024Q4: 1,473,325 shares; 2025Q1: 1,456,020 shares; 2025Q2: 1,436,823 shares; 2025Q3: 1,410,942 shares; 2025Q4: 1,376,776 shares 1,376,776 $102M 0.57% -34,166 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,446 shares; 2024Q4: 121,211 shares; 2025Q1: 125,429 shares; 2025Q2: 170,951 shares; 2025Q3: 176,626 shares; 2025Q4: 177,241 shares 177,241 $102M 0.57% +615 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507,902 shares; 2024Q4: 1,604,855 shares; 2025Q1: 1,842,584 shares; 2025Q2: 2,335,453 shares; 2025Q3: 2,528,404 shares; 2025Q4: 2,654,500 shares 2,654,500 $101M 0.57% +126,096 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,150 shares; 2024Q4: 479,680 shares; 2025Q1: 682,448 shares; 2025Q2: 641,898 shares; 2025Q3: 1,076,919 shares; 2025Q4: 964,982 shares 964,982 $96.9M 0.54% -111,937 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,728 shares; 2024Q4: 217,000 shares; 2025Q1: 220,176 shares; 2025Q2: 231,510 shares; 2025Q3: 237,420 shares; 2025Q4: 270,182 shares 270,182 $94.8M 0.53% +32,762 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,070 shares; 2024Q4: 525,282 shares; 2025Q1: 525,353 shares; 2025Q2: 525,500 shares; 2025Q3: 526,999 shares; 2025Q4: 770,178 shares 770,178 $92.7M 0.52% +243,179 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691,596 shares; 2024Q4: 728,090 shares; 2025Q1: 725,508 shares; 2025Q2: 755,828 shares; 2025Q3: 772,302 shares; 2025Q4: 816,420 shares 816,420 $91M 0.51% +44,118 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,143 shares; 2024Q4: 260,293 shares; 2025Q1: 250,446 shares; 2025Q2: 257,097 shares; 2025Q3: 260,857 shares; 2025Q4: 329,731 shares 329,731 $87.3M 0.49% +68,874 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524,543 shares; 2024Q4: 1,535,947 shares; 2025Q1: 1,611,562 shares; 2025Q2: 1,628,647 shares; 2025Q3: 1,626,620 shares; 2025Q4: 1,705,535 shares 1,705,535 $85.8M 0.48% +78,915 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868,939 shares; 2024Q4: 935,681 shares; 2025Q1: 949,474 shares; 2025Q2: 1,028,123 shares; 2025Q3: 575,028 shares; 2025Q4: 689,326 shares 689,326 $82.8M 0.46% +114,298 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,617 shares; 2024Q4: 534,179 shares; 2025Q1: 519,462 shares; 2025Q2: 630,609 shares; 2025Q3: 648,660 shares; 2025Q4: 676,394 shares 676,394 $81.4M 0.46% +27,734 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,158 shares; 2024Q4: 620,923 shares; 2025Q1: 616,026 shares; 2025Q2: 615,210 shares; 2025Q3: 585,621 shares; 2025Q4: 565,790 shares 565,790 $79.9M 0.45% -19,831 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783,693 shares; 2024Q4: 798,090 shares; 2025Q1: 1,014,429 shares; 2025Q2: 1,261,350 shares; 2025Q3: 1,295,374 shares; 2025Q4: 1,339,926 shares 1,339,926 $79.8M 0.45% +44,552 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,805 shares; 2024Q4: 20,469 shares; 2025Q1: 192,134 shares; 2025Q2: 249,241 shares; 2025Q3: 266,822 shares; 2025Q4: 348,480 shares 348,480 $76.6M 0.43% +81,658 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,009 shares; 2024Q4: 68,976 shares; 2025Q1: 70,068 shares; 2025Q2: 75,561 shares; 2025Q3: 79,754 shares; 2025Q4: 88,744 shares 88,744 $76.5M 0.43% +8,990 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,023 shares; 2024Q4: 13,961 shares; 2025Q1: 13,864 shares; 2025Q2: 7,161 shares; 2025Q3: 8,083 shares; 2025Q4: 695,290 shares 695,290 $71.3M 0.4% +687,207 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,119 shares; 2024Q4: 127,845 shares; 2025Q1: 156,165 shares; 2025Q2: 170,616 shares; 2025Q3: 177,021 shares; 2025Q4: 204,453 shares 204,453 $70.4M 0.39% +27,432 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,153 shares; 2024Q4: 99,954 shares; 2025Q1: 105,720 shares; 2025Q2: 104,786 shares; 2025Q3: 107,365 shares; 2025Q4: 109,159 shares 109,159 $67.1M 0.38% +1,794 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,701 shares; 2024Q4: 554,957 shares; 2025Q1: 636,012 shares; 2025Q2: 612,876 shares; 2025Q3: 698,174 shares; 2025Q4: 1,286,363 shares 1,286,363 $64.2M 0.36% +588,189 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,073 shares; 2024Q4: 85,448 shares; 2025Q1: 88,916 shares; 2025Q2: 88,345 shares; 2025Q3: 89,226 shares; 2025Q4: 92,974 shares 92,974 $63.7M 0.36% +3,748 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,579 shares; 2024Q4: 173,932 shares; 2025Q1: 179,625 shares; 2025Q2: 189,838 shares; 2025Q3: 195,251 shares; 2025Q4: 206,622 shares 206,622 $61.2M 0.34% +11,371 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 580,604 shares; 2025Q2: 599,107 shares; 2025Q3: 635,846 shares; 2025Q4: 636,545 shares 636,545 $59.8M 0.33% +699 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,491,259 shares; 2025Q2: 1,507,162 shares; 2025Q3: 1,563,190 shares; 2025Q4: 1,536,927 shares 1,536,927 $59.4M 0.33% -26,263 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,233 shares; 2024Q4: 626,694 shares; 2025Q1: 1,087,885 shares; 2025Q2: 913,767 shares; 2025Q3: 930,638 shares; 2025Q4: 926,457 shares 926,457 $57.9M 0.32% -4,181 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,630 shares; 2025Q1: 65,781 shares; 2025Q2: 94,949 shares; 2025Q3: 126,470 shares; 2025Q4: 130,436 shares 130,436 $55.1M 0.31% +3,966 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776,346 shares; 2024Q4: 919,350 shares; 2025Q1: 807,058 shares; 2025Q2: 804,786 shares; 2025Q3: 800,272 shares; 2025Q4: 1,195,653 shares 1,195,653 $54.9M 0.31% +395,381 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,582 shares; 2024Q4: 143,836 shares; 2025Q1: 149,061 shares; 2025Q2: 157,027 shares; 2025Q3: 160,646 shares; 2025Q4: 166,255 shares 166,255 $54.4M 0.3% +5,609 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,878 shares; 2024Q4: 644,235 shares; 2025Q1: 747,440 shares; 2025Q2: 813,224 shares; 2025Q3: 936,179 shares; 2025Q4: 988,882 shares 988,882 $54.4M 0.3% +52,703 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,763 shares; 2024Q4: 49,693 shares; 2025Q1: 51,390 shares; 2025Q2: 108,256 shares; 2025Q3: 153,756 shares; 2025Q4: 161,758 shares 161,758 $51.5M 0.29% +8,002 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,642 shares; 2024Q4: 50,237 shares; 2025Q1: 50,776 shares; 2025Q2: 53,707 shares; 2025Q3: 54,468 shares; 2025Q4: 56,294 shares 56,294 $49.5M 0.28% +1,826 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,536 shares; 2024Q4: 82,932 shares; 2025Q1: 88,671 shares; 2025Q2: 100,570 shares; 2025Q3: 103,994 shares; 2025Q4: 109,703 shares 109,703 $49.3M 0.28% +5,709 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,933 shares; 2024Q4: 60,148 shares; 2025Q1: 187,793 shares; 2025Q2: 200,218 shares; 2025Q3: 259,311 shares; 2025Q4: 271,375 shares 271,375 $48.2M 0.27% +12,064 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,282 shares; 2024Q4: 292,620 shares; 2025Q1: 317,814 shares; 2025Q2: 331,477 shares; 2025Q3: 335,417 shares; 2025Q4: 330,408 shares 330,408 $47.4M 0.27% -5,009 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,933 shares; 2024Q4: 98,837 shares; 2025Q1: 152,602 shares; 2025Q2: 107,359 shares; 2025Q3: 134,001 shares; 2025Q4: 144,944 shares 144,944 $47M 0.26% +10,943 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,517 shares; 2024Q4: 272,691 shares; 2025Q1: 296,408 shares; 2025Q2: 316,485 shares; 2025Q3: 330,276 shares; 2025Q4: 344,214 shares 344,214 $46.9M 0.26% +13,938 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,092 shares; 2025Q1: 30,032 shares; 2025Q2: 33,657 shares; 2025Q3: 40,983 shares; 2025Q4: 43,750 shares 43,750 $46.8M 0.26% +2,767 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,764 shares; 2024Q4: 216,787 shares; 2025Q1: 238,858 shares; 2025Q2: 350,431 shares; 2025Q3: 353,767 shares; 2025Q4: 367,423 shares 367,423 $46M 0.26% +13,656 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,725 shares; 2024Q4: 175,122 shares; 2025Q1: 177,269 shares; 2025Q2: 187,267 shares; 2025Q3: 194,789 shares; 2025Q4: 204,069 shares 204,069 $44.8M 0.25% +9,280 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610,755 shares; 2024Q4: 596,126 shares; 2025Q1: 580,968 shares; 2025Q2: 562,435 shares; 2025Q3: 541,077 shares; 2025Q4: 558,238 shares 558,238 $44.8M 0.25% +17,161 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,244 shares; 2024Q4: 112,885 shares; 2025Q1: 118,423 shares; 2025Q2: 126,369 shares; 2025Q3: 131,210 shares; 2025Q4: 141,831 shares 141,831 $43.3M 0.24% +10,621 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,362 shares; 2024Q4: 211,889 shares; 2025Q1: 210,135 shares; 2025Q2: 218,595 shares; 2025Q3: 218,522 shares; 2025Q4: 220,514 shares 220,514 $43M 0.24% +1,992 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,218 shares; 2024Q4: 8,259 shares; 2025Q1: 8,463 shares; 2025Q2: 8,253 shares; 2025Q3: 23,934 shares; 2025Q4: 561,746 shares 561,746 $42.2M 0.24% +537,812 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,206 shares; 2024Q4: 281,728 shares; 2025Q1: 284,808 shares; 2025Q2: 295,368 shares; 2025Q3: 234,910 shares; 2025Q4: 234,061 shares 234,061 $41.6M 0.23% -849 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,728 shares; 2024Q4: 613,517 shares; 2025Q1: 744,689 shares; 2025Q2: 781,593 shares; 2025Q3: 817,821 shares; 2025Q4: 849,872 shares 849,872 $40.9M 0.23% +32,051 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,279 shares; 2024Q4: 198,678 shares; 2025Q1: 193,591 shares; 2025Q2: 194,094 shares; 2025Q3: 234,335 shares; 2025Q4: 221,141 shares 221,141 $40.7M 0.23% -13,194 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,441 shares; 2024Q4: 244,359 shares; 2025Q1: 242,467 shares; 2025Q2: 253,324 shares; 2025Q3: 184,786 shares; 2025Q4: 187,798 shares 187,798 $38.9M 0.22% +3,012 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,822 shares; 2024Q4: 198,071 shares; 2025Q1: 514,278 shares; 2025Q2: 585,289 shares; 2025Q3: 541,613 shares; 2025Q4: 580,283 shares 580,283 $38.3M 0.21% +38,670 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873,688 shares; 2024Q4: 2,531,164 shares; 2025Q1: 2,534,479 shares; 2025Q2: 1,410,397 shares; 2025Q3: 1,410,417 shares; 2025Q4: 1,420,177 shares 1,420,177 $38.2M 0.21% +9,760 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,589 shares; 2024Q4: 22,100 shares; 2025Q1: 49,694 shares; 2025Q2: 50,743 shares; 2025Q3: 47,604 shares; 2025Q4: 141,484 shares 141,484 $38M 0.21% +93,880 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,741 shares; 2024Q4: 321,796 shares; 2025Q1: 328,160 shares; 2025Q2: 330,159 shares; 2025Q3: 328,589 shares; 2025Q4: 359,002 shares 359,002 $35.9M 0.2% +30,413 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,233 shares; 2024Q4: 455,837 shares; 2025Q1: 497,002 shares; 2025Q2: 589,570 shares; 2025Q3: 398,831 shares; 2025Q4: 386,206 shares 386,206 $35.6M 0.2% -12,625 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,937 shares; 2024Q4: 493,657 shares; 2025Q1: 1,148,999 shares; 2025Q2: 1,038,933 shares; 2025Q3: 1,078,143 shares; 2025Q4: 1,075,135 shares 1,075,135 $35.1M 0.2% -3,008 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,086 shares; 2024Q4: 134,457 shares; 2025Q1: 199,027 shares; 2025Q2: 210,474 shares; 2025Q3: 215,106 shares; 2025Q4: 228,133 shares 228,133 $35M 0.2% +13,027 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,338 shares; 2024Q4: 80,678 shares; 2025Q1: 116,791 shares; 2025Q2: 121,783 shares; 2025Q3: 127,661 shares; 2025Q4: 132,594 shares 132,594 $34.3M 0.19% +4,933 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 206,567 shares; 2025Q1: 190,178 shares; 2025Q2: 172,490 shares; 2025Q3: 170,724 shares; 2025Q4: 166,391 shares 166,391 $34.2M 0.19% -4,333 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753,857 shares 753,857 $33.5M 0.19% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,793 shares; 2024Q4: 38,267 shares; 2025Q1: 43,822 shares; 2025Q2: 42,753 shares; 2025Q3: 49,152 shares; 2025Q4: 53,327 shares 53,327 $33.4M 0.19% +4,175 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966,725 shares; 2024Q4: 969,097 shares; 2025Q1: 1,027,196 shares; 2025Q2: 917,089 shares; 2025Q3: 925,302 shares; 2025Q4: 853,367 shares 853,367 $32.5M 0.18% -71,935 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,934 shares; 2024Q4: 58,938 shares; 2025Q1: 256,053 shares; 2025Q2: 448,513 shares; 2025Q3: 468,372 shares; 2025Q4: 804,520 shares 804,520 $32.3M 0.18% +336,148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,707 shares; 2024Q4: 361,433 shares; 2025Q1: 280,446 shares; 2025Q2: 299,098 shares; 2025Q3: 311,565 shares; 2025Q4: 306,143 shares 306,143 $32.2M 0.18% -5,422 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,413 shares; 2024Q4: 135,888 shares; 2025Q1: 144,161 shares; 2025Q2: 145,977 shares; 2025Q3: 144,085 shares; 2025Q4: 127,618 shares 127,618 $32M 0.18% -16,467 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,051 shares; 2024Q4: 92,173 shares; 2025Q1: 169,621 shares; 2025Q2: 188,475 shares; 2025Q3: 193,698 shares; 2025Q4: 206,498 shares 206,498 $31.8M 0.18% +12,800 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,726 shares; 2024Q4: 479,010 shares; 2025Q1: 475,442 shares; 2025Q2: 458,511 shares; 2025Q3: 455,741 shares; 2025Q4: 452,836 shares 452,836 $31.5M 0.18% -2,905 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,446 shares; 2024Q4: 257,011 shares; 2025Q1: 238,789 shares; 2025Q2: 247,126 shares; 2025Q3: 262,890 shares; 2025Q4: 268,562 shares 268,562 $31.3M 0.18% +5,672 Timeline JGRO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 334,688 shares 334,688 $31.1M 0.17% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,225 shares; 2024Q4: 122,229 shares; 2025Q1: 409,447 shares; 2025Q2: 392,598 shares; 2025Q3: 384,821 shares; 2025Q4: 346,678 shares 346,678 $30.7M 0.17% -38,143 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 792,855 shares 792,855 $29.9M 0.17% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,580 shares; 2024Q4: 78,690 shares; 2025Q1: 78,319 shares; 2025Q2: 80,024 shares; 2025Q3: 80,063 shares; 2025Q4: 79,320 shares 79,320 $29.6M 0.17% -743 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,610 shares; 2024Q4: 102,127 shares; 2025Q1: 109,855 shares; 2025Q2: 118,434 shares; 2025Q3: 124,096 shares; 2025Q4: 132,275 shares 132,275 $28.7M 0.16% +8,179 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,431 shares; 2024Q4: 149,015 shares; 2025Q1: 147,715 shares; 2025Q2: 149,202 shares; 2025Q3: 151,177 shares; 2025Q4: 144,715 shares 144,715 $28.1M 0.16% -6,462 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,932 shares; 2024Q4: 151,713 shares; 2025Q1: 155,378 shares; 2025Q2: 153,114 shares; 2025Q3: 152,669 shares; 2025Q4: 146,212 shares 146,212 $28M 0.16% -6,457 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,672 shares; 2024Q4: 284,703 shares; 2025Q1: 301,572 shares; 2025Q2: 301,255 shares; 2025Q3: 288,514 shares; 2025Q4: 299,002 shares 299,002 $27.9M 0.16% +10,488 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,505 shares; 2024Q4: 58,220 shares; 2025Q1: 58,739 shares; 2025Q2: 90,063 shares; 2025Q3: 109,203 shares; 2025Q4: 114,860 shares 114,860 $26.2M 0.15% +5,657 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,347 shares; 2024Q4: 66,678 shares; 2025Q1: 73,560 shares; 2025Q2: 76,260 shares; 2025Q3: 87,407 shares; 2025Q4: 84,662 shares 84,662 $26.1M 0.15% -2,745 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424,525 shares; 2024Q4: 1,399,696 shares; 2025Q1: 1,400,543 shares; 2025Q2: 1,434,945 shares; 2025Q3: 1,454,150 shares; 2025Q4: 908,306 shares 908,306 $25.5M 0.14% -545,844 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166,267 shares; 2025Q1: 139,903 shares; 2025Q2: 106,754 shares; 2025Q3: 108,546 shares; 2025Q4: 98,842 shares 98,842 $24.7M 0.14% -9,704 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,130 shares; 2024Q4: 29,171 shares; 2025Q1: 28,851 shares; 2025Q2: 28,851 shares; 2025Q3: 131,593 shares; 2025Q4: 747,768 shares 747,768 $24.6M 0.14% +616,175 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,807 shares; 2024Q4: 112,367 shares; 2025Q1: 117,054 shares; 2025Q2: 125,831 shares; 2025Q3: 135,886 shares; 2025Q4: 143,690 shares 143,690 $24.6M 0.14% +7,804 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,118 shares; 2024Q4: 130,527 shares; 2025Q1: 134,459 shares; 2025Q2: 138,070 shares; 2025Q3: 152,681 shares; 2025Q4: 156,752 shares 156,752 $23.9M 0.13% +4,071 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,592 shares; 2024Q4: 174,493 shares; 2025Q1: 250,312 shares; 2025Q2: 254,899 shares; 2025Q3: 254,480 shares; 2025Q4: 189,930 shares 189,930 $23.4M 0.13% -64,550 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 889,631 shares; 2025Q4: 903,402 shares 903,402 $23.1M 0.13% +13,771 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,448 shares; 2024Q4: 229,818 shares; 2025Q1: 268,940 shares; 2025Q2: 294,254 shares; 2025Q3: 291,584 shares; 2025Q4: 337,299 shares 337,299 $22.6M 0.13% +45,715 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,249 shares; 2024Q4: 73,589 shares; 2025Q1: 72,690 shares; 2025Q2: 76,057 shares; 2025Q3: 76,500 shares; 2025Q4: 77,915 shares 77,915 $22.5M 0.13% +1,415 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,562 shares; 2024Q4: 25,485 shares; 2025Q1: 52,033 shares; 2025Q2: 55,181 shares; 2025Q3: 55,354 shares; 2025Q4: 60,613 shares 60,613 $22.4M 0.13% +5,259 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 962,739 shares 962,739 $22.2M 0.12% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389,093 shares; 2024Q4: 1,450,093 shares; 2025Q1: 673,833 shares; 2025Q2: 502,402 shares; 2025Q3: 493,431 shares; 2025Q4: 486,816 shares 486,816 $22M 0.12% -6,615 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 129,393 shares; 2025Q1: 167,954 shares; 2025Q2: 128,585 shares; 2025Q3: 105,522 shares; 2025Q4: 108,535 shares 108,535 $21.6M 0.12% +3,013 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,342 shares; 2024Q4: 368,908 shares; 2025Q1: 404,406 shares; 2025Q2: 388,473 shares; 2025Q3: 455,979 shares; 2025Q4: 451,026 shares 451,026 $21M 0.12% -4,953 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,449 shares; 2024Q4: 69,595 shares; 2025Q1: 76,573 shares; 2025Q2: 79,709 shares; 2025Q3: 84,494 shares; 2025Q4: 91,663 shares 91,663 $20.9M 0.12% +7,169 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315,316 shares; 2024Q4: 1,405,908 shares; 2025Q1: 2,113,677 shares; 2025Q2: 2,878,822 shares; 2025Q3: 546,442 shares; 2025Q4: 488,685 shares 488,685 $20.8M 0.12% -57,757 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,316 shares; 2024Q4: 14,074 shares; 2025Q1: 14,696 shares; 2025Q2: 16,846 shares; 2025Q3: 17,780 shares; 2025Q4: 217,499 shares 217,499 $20.4M 0.11% +199,719 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,419,323 shares; 2025Q1: 1,263,454 shares; 2025Q2: 1,220,918 shares; 2025Q3: 1,177,462 shares; 2025Q4: 1,200,422 shares 1,200,422 $20M 0.11% +22,960 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 968,703 shares 968,703 $20M 0.11% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 519,177 shares 519,177 $19.9M 0.11% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,550 shares; 2024Q4: 632,893 shares; 2025Q1: 636,692 shares; 2025Q2: 629,629 shares; 2025Q3: 616,122 shares; 2025Q4: 608,324 shares 608,324 $19.9M 0.11% -7,798 Timeline BSCW 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 943,805 shares 943,805 $19.7M 0.11% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,467 shares; 2024Q4: 20,765 shares; 2025Q1: 21,092 shares; 2025Q2: 23,013 shares; 2025Q3: 25,675 shares; 2025Q4: 34,138 shares 34,138 $19.5M 0.11% +8,463 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,708 shares; 2024Q4: 21,868 shares; 2025Q1: 23,348 shares; 2025Q2: 24,846 shares; 2025Q3: 28,313 shares; 2025Q4: 29,270 shares 29,270 $19.1M 0.11% +957 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,976 shares; 2024Q4: 29,154 shares; 2025Q1: 52,290 shares; 2025Q2: 51,717 shares; 2025Q3: 54,133 shares; 2025Q4: 57,701 shares 57,701 $19M 0.11% +3,568 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,284 shares; 2024Q4: 167,237 shares; 2025Q1: 345,927 shares; 2025Q2: 453,189 shares; 2025Q3: 469,455 shares; 2025Q4: 496,410 shares 496,410 $18.9M 0.11% +26,955 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,503 shares; 2024Q4: 48,878 shares; 2025Q1: 48,340 shares; 2025Q2: 56,603 shares; 2025Q3: 59,045 shares; 2025Q4: 61,909 shares 61,909 $18.8M 0.11% +2,864 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,949 shares; 2024Q4: 213,908 shares; 2025Q1: 225,334 shares; 2025Q2: 105,590 shares; 2025Q3: 115,270 shares; 2025Q4: 128,279 shares 128,279 $18.4M 0.1% +13,009 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24 $18.1M 0.1% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,672 shares; 2024Q4: 469,552 shares; 2025Q1: 499,003 shares; 2025Q2: 438,070 shares; 2025Q3: 455,828 shares; 2025Q4: 455,552 shares 455,552 $18M 0.1% -276 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,561 shares; 2024Q4: 156,153 shares; 2025Q1: 196,331 shares; 2025Q2: 210,931 shares; 2025Q3: 228,647 shares; 2025Q4: 255,595 shares 255,595 $17.9M 0.1% +26,948 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,781 shares; 2025Q1: 312,848 shares; 2025Q2: 304,709 shares; 2025Q3: 309,400 shares; 2025Q4: 301,219 shares 301,219 $17.7M 0.1% -8,181 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,810 shares; 2024Q4: 64,240 shares; 2025Q1: 67,340 shares; 2025Q2: 65,871 shares; 2025Q3: 66,626 shares; 2025Q4: 65,646 shares 65,646 $17.7M 0.1% -980 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 22,776 shares; 2025Q1: 54,251 shares; 2025Q2: 52,725 shares; 2025Q3: 55,272 shares; 2025Q4: 54,878 shares 54,878 $17.3M 0.1% -394 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,664 shares; 2024Q4: 32,178 shares; 2025Q1: 37,779 shares; 2025Q2: 38,836 shares; 2025Q3: 50,414 shares; 2025Q4: 119,649 shares 119,649 $17.2M 0.1% +69,235 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,621 shares; 2024Q4: 580,642 shares; 2025Q1: 518,195 shares; 2025Q2: 513,589 shares; 2025Q3: 504,902 shares; 2025Q4: 493,220 shares 493,220 $17.1M 0.1% -11,682 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,620 shares; 2024Q4: 166,628 shares; 2025Q1: 159,780 shares; 2025Q2: 147,791 shares; 2025Q3: 156,592 shares; 2025Q4: 168,392 shares 168,392 $16.8M 0.09% +11,800 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,290 shares; 2024Q4: 209,181 shares; 2025Q1: 209,308 shares; 2025Q2: 209,560 shares; 2025Q3: 209,643 shares; 2025Q4: 213,003 shares 213,003 $16.6M 0.09% +3,360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,196 shares; 2024Q4: 87,473 shares; 2025Q1: 89,155 shares; 2025Q2: 98,956 shares; 2025Q3: 101,460 shares; 2025Q4: 102,950 shares 102,950 $16.5M 0.09% +1,490 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,906 shares; 2024Q4: 365,249 shares; 2025Q1: 354,033 shares; 2025Q2: 354,296 shares; 2025Q3: 536,567 shares; 2025Q4: 500,402 shares 500,402 $16.3M 0.09% -36,165 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,738 shares; 2024Q4: 445,259 shares; 2025Q1: 426,880 shares; 2025Q2: 443,407 shares; 2025Q3: 437,599 shares; 2025Q4: 542,082 shares 542,082 $16.2M 0.09% +104,483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,608 shares; 2024Q4: 30,357 shares; 2025Q1: 31,372 shares; 2025Q2: 41,063 shares; 2025Q3: 47,555 shares; 2025Q4: 48,111 shares 48,111 $16.2M 0.09% +556 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,723 shares; 2024Q4: 37,336 shares; 2025Q1: 62,491 shares; 2025Q2: 63,710 shares; 2025Q3: 63,088 shares; 2025Q4: 69,464 shares 69,464 $16.1M 0.09% +6,376 Timeline AVRE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124,729 shares; 2025Q2: 124,584 shares; 2025Q3: 237,754 shares; 2025Q4: 367,012 shares 367,012 $16M 0.09% +129,258 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,027 shares; 2024Q4: 230,396 shares; 2025Q1: 224,915 shares; 2025Q2: 208,088 shares; 2025Q3: 182,396 shares; 2025Q4: 153,239 shares 153,239 $15.9M 0.09% -29,157 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,015 shares; 2024Q4: 181,253 shares; 2025Q1: 140,404 shares; 2025Q2: 81,670 shares; 2025Q3: 81,022 shares; 2025Q4: 74,677 shares 74,677 $15.8M 0.09% -6,345 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,406 shares; 2024Q4: 351,886 shares; 2025Q1: 510,780 shares; 2025Q2: 623,570 shares; 2025Q3: 652,873 shares; 2025Q4: 687,487 shares 687,487 $15.7M 0.09% +34,614 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,181 shares; 2024Q4: 211,194 shares; 2025Q1: 211,961 shares; 2025Q2: 214,400 shares; 2025Q3: 214,346 shares; 2025Q4: 210,357 shares 210,357 $15.5M 0.09% -3,989 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,233 shares; 2024Q4: 600,479 shares; 2025Q1: 753,910 shares; 2025Q2: 884,368 shares; 2025Q3: 176,485 shares; 2025Q4: 184,143 shares 184,143 $15.4M 0.09% +7,658 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,793 shares; 2024Q4: 156,043 shares; 2025Q1: 150,155 shares; 2025Q2: 173,333 shares; 2025Q3: 177,018 shares; 2025Q4: 197,875 shares 197,875 $15.2M 0.09% +20,857 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,332 shares; 2024Q4: 42,077 shares; 2025Q1: 134,201 shares; 2025Q2: 142,157 shares; 2025Q3: 131,231 shares; 2025Q4: 170,098 shares 170,098 $15.2M 0.09% +38,867 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,608 shares; 2024Q4: 339,948 shares; 2025Q1: 289,382 shares; 2025Q2: 290,496 shares; 2025Q3: 289,241 shares; 2025Q4: 289,430 shares 289,430 $15.2M 0.08% +189 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,697 shares; 2024Q4: 111,393 shares; 2025Q1: 104,166 shares; 2025Q2: 108,867 shares; 2025Q3: 108,486 shares; 2025Q4: 129,505 shares 129,505 $14.7M 0.08% +21,019 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 285,738 shares; 2025Q1: 245,358 shares; 2025Q2: 176,246 shares; 2025Q3: 164,947 shares; 2025Q4: 156,430 shares 156,430 $14.7M 0.08% -8,517 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,291 shares; 2024Q4: 445,059 shares; 2025Q1: 318,776 shares; 2025Q2: 219,725 shares; 2025Q3: 219,266 shares; 2025Q4: 206,159 shares 206,159 $14.7M 0.08% -13,107 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,857 shares; 2024Q4: 7,839 shares; 2025Q1: 6,970 shares; 2025Q2: 6,924 shares; 2025Q3: 17,106 shares; 2025Q4: 187,107 shares 187,107 $14.5M 0.08% +170,001 Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,916,106 shares; 2024Q4: 1,912,947 shares; 2025Q1: 2,250,455 shares; 2025Q2: 2,247,469 shares; 2025Q3: 2,247,634 shares; 2025Q4: 2,247,585 shares 2,247,585 $14.4M 0.08% -49 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,490 shares; 2024Q4: 499,124 shares; 2025Q1: 397,637 shares; 2025Q2: 216,974 shares; 2025Q3: 287,870 shares; 2025Q4: 266,751 shares 266,751 $14.3M 0.08% -21,119 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 6,246 shares; 2025Q1: 35,307 shares; 2025Q2: 36,426 shares; 2025Q3: 31,076 shares; 2025Q4: 31,275 shares 31,275 $13.9M 0.08% +199 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,233 shares; 2024Q4: 354,428 shares; 2025Q1: 360,634 shares; 2025Q2: 291,873 shares; 2025Q3: 290,164 shares; 2025Q4: 253,569 shares 253,569 $13.9M 0.08% -36,595 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,096 shares; 2024Q4: 98,408 shares; 2025Q1: 92,747 shares; 2025Q2: 101,932 shares; 2025Q3: 106,910 shares; 2025Q4: 118,036 shares 118,036 $13.6M 0.08% +11,126 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,584 shares; 2024Q4: 48,775 shares; 2025Q1: 53,311 shares; 2025Q2: 55,188 shares; 2025Q3: 58,627 shares; 2025Q4: 60,480 shares 60,480 $13.6M 0.08% +1,853 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,529 shares; 2024Q4: 15,136 shares; 2025Q1: 15,846 shares; 2025Q2: 17,279 shares; 2025Q3: 18,441 shares; 2025Q4: 20,513 shares 20,513 $13.6M 0.08% +2,072 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,929 shares; 2024Q4: 543,197 shares; 2025Q1: 526,868 shares; 2025Q2: 376,350 shares; 2025Q3: 373,502 shares; 2025Q4: 371,122 shares 371,122 $13.3M 0.07% -2,380 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 20,570 shares; 2025Q1: 23,502 shares; 2025Q2: 22,228 shares; 2025Q3: 21,870 shares; 2025Q4: 28,161 shares 28,161 $13.3M 0.07% +6,291 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,216 shares; 2024Q4: 61,529 shares; 2025Q1: 45,811 shares; 2025Q2: 53,960 shares; 2025Q3: 58,090 shares; 2025Q4: 61,553 shares 61,553 $13.2M 0.07% +3,463 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,499 shares; 2024Q4: 71,757 shares; 2025Q1: 53,028 shares; 2025Q2: 53,746 shares; 2025Q3: 224,010 shares; 2025Q4: 173,371 shares 173,371 $13.1M 0.07% -50,639 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,070 shares; 2024Q4: 106,248 shares; 2025Q1: 140,816 shares; 2025Q2: 135,485 shares; 2025Q3: 128,691 shares; 2025Q4: 122,239 shares 122,239 $13M 0.07% -6,452 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,088 shares; 2024Q4: 615,939 shares; 2025Q1: 259,797 shares; 2025Q2: 275,659 shares; 2025Q3: 278,359 shares; 2025Q4: 319,967 shares 319,967 $13M 0.07% +41,608 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502,719 shares; 2025Q4: 520,187 shares 520,187 $12.9M 0.07% +17,468 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,062 shares; 2024Q4: 40,404 shares; 2025Q1: 83,058 shares; 2025Q2: 81,397 shares; 2025Q3: 77,544 shares; 2025Q4: 78,450 shares 78,450 $12.6M 0.07% +906 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,999 shares; 2024Q4: 38,040 shares; 2025Q1: 39,720 shares; 2025Q2: 42,655 shares; 2025Q3: 44,654 shares; 2025Q4: 43,499 shares 43,499 $12.4M 0.07% -1,155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,257 shares; 2024Q4: 530,154 shares; 2025Q1: 537,515 shares; 2025Q2: 515,890 shares; 2025Q3: 497,585 shares; 2025Q4: 469,139 shares 469,139 $12.3M 0.07% -28,446 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,827 shares; 2024Q4: 157,953 shares; 2025Q1: 80,653 shares; 2025Q2: 77,673 shares; 2025Q3: 78,483 shares; 2025Q4: 78,303 shares 78,303 $12.1M 0.07% -180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,590 shares; 2024Q4: 38,220 shares; 2025Q1: 37,188 shares; 2025Q2: 45,420 shares; 2025Q3: 45,771 shares; 2025Q4: 47,112 shares 47,112 $12.1M 0.07% +1,341 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,743 shares; 2024Q4: 486,840 shares; 2025Q1: 596,294 shares; 2025Q2: 595,791 shares; 2025Q3: 597,833 shares; 2025Q4: 691,202 shares 691,202 $12M 0.07% +93,369 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,992 shares; 2024Q4: 381,619 shares; 2025Q1: 377,746 shares; 2025Q2: 403,893 shares; 2025Q3: 444,070 shares; 2025Q4: 473,089 shares 473,089 $11.8M 0.07% +29,019 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,866 shares; 2024Q4: 37,181 shares; 2025Q1: 40,261 shares; 2025Q2: 42,973 shares; 2025Q3: 46,117 shares; 2025Q4: 47,515 shares 47,515 $11.5M 0.06% +1,398 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,708 shares; 2024Q4: 62,356 shares; 2025Q1: 66,933 shares; 2025Q2: 70,870 shares; 2025Q3: 74,936 shares; 2025Q4: 80,119 shares 80,119 $11.3M 0.06% +5,183 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,978 shares; 2024Q4: 43,169 shares; 2025Q1: 74,136 shares; 2025Q2: 74,785 shares; 2025Q3: 74,843 shares; 2025Q4: 77,766 shares 77,766 $11.3M 0.06% +2,923 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 172,065 shares; 2025Q1: 116,967 shares; 2025Q2: 64,881 shares; 2025Q3: 59,533 shares; 2025Q4: 63,199 shares 63,199 $11.2M 0.06% +3,666 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,026 shares; 2024Q4: 96,213 shares; 2025Q1: 113,582 shares; 2025Q2: 69,544 shares; 2025Q3: 69,317 shares; 2025Q4: 74,339 shares 74,339 $11.1M 0.06% +5,022 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,007 shares; 2024Q4: 143,871 shares; 2025Q1: 148,717 shares; 2025Q2: 169,445 shares; 2025Q3: 170,987 shares; 2025Q4: 176,605 shares 176,605 $10.9M 0.06% +5,618 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,217 shares; 2024Q4: 24,760 shares; 2025Q1: 33,436 shares; 2025Q2: 38,283 shares; 2025Q3: 48,591 shares; 2025Q4: 50,362 shares 50,362 $10.9M 0.06% +1,771 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,833 shares; 2024Q4: 55,686 shares; 2025Q1: 55,942 shares; 2025Q2: 52,951 shares; 2025Q3: 46,884 shares; 2025Q4: 44,128 shares 44,128 $10.9M 0.06% -2,756 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173,088 shares; 2025Q1: 301,566 shares; 2025Q2: 256,806 shares; 2025Q3: 243,385 shares; 2025Q4: 235,569 shares 235,569 $10.7M 0.06% -7,816 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,500 shares; 2024Q4: 203,445 shares; 2025Q1: 213,422 shares; 2025Q2: 213,928 shares; 2025Q3: 407,347 shares; 2025Q4: 389,715 shares 389,715 $10.7M 0.06% -17,632 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,200 shares; 2024Q4: 142,593 shares; 2025Q1: 93,601 shares; 2025Q2: 96,897 shares; 2025Q3: 126,554 shares; 2025Q4: 133,063 shares 133,063 $10.7M 0.06% +6,509 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417,142 shares; 2024Q4: 2,081,965 shares; 2025Q1: 1,370,598 shares; 2025Q2: 1,366,989 shares; 2025Q3: 1,354,424 shares; 2025Q4: 1,368,968 shares 1,368,968 $10.6M 0.06% +14,544 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,709 shares; 2025Q1: 97,427 shares; 2025Q2: 88,846 shares; 2025Q3: 87,371 shares; 2025Q4: 145,854 shares 145,854 $10.5M 0.06% +58,483 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,728 shares; 2024Q4: 100,076 shares; 2025Q1: 107,713 shares; 2025Q2: 141,149 shares; 2025Q3: 154,007 shares; 2025Q4: 173,277 shares 173,277 $10.5M 0.06% +19,270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,071 shares; 2025Q1: 67,327 shares; 2025Q2: 67,087 shares; 2025Q3: 71,643 shares; 2025Q4: 61,151 shares 61,151 $10.5M 0.06% -10,492 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,423 shares; 2024Q4: 218,802 shares; 2025Q1: 190,524 shares; 2025Q2: 193,268 shares; 2025Q3: 196,627 shares; 2025Q4: 195,035 shares 195,035 $10.4M 0.06% -1,592 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,489 shares; 2024Q4: 35,132 shares; 2025Q1: 44,398 shares; 2025Q2: 52,058 shares; 2025Q3: 56,083 shares; 2025Q4: 58,132 shares 58,132 $10.4M 0.06% +2,049 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 708,920 shares; 2025Q1: 529,642 shares; 2025Q2: 239,624 shares; 2025Q3: 213,555 shares; 2025Q4: 138,470 shares 138,470 $10.3M 0.06% -75,085 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 12,923 shares; 2025Q1: 12,850 shares; 2025Q2: 15,640 shares; 2025Q3: 19,785 shares; 2025Q4: 21,013 shares 21,013 $10.2M 0.06% +1,228 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,869 shares; 2024Q4: 132,545 shares; 2025Q1: 128,399 shares; 2025Q2: 126,060 shares; 2025Q3: 120,292 shares; 2025Q4: 112,047 shares 112,047 $10M 0.06% -8,245 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 452,125 shares; 2025Q1: 351,651 shares; 2025Q2: 239,115 shares; 2025Q3: 224,073 shares; 2025Q4: 204,800 shares 204,800 $9.82M 0.05% -19,273 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,430 shares; 2024Q4: 92,168 shares; 2025Q1: 32,294 shares; 2025Q2: 37,159 shares; 2025Q3: 200,446 shares; 2025Q4: 193,982 shares 193,982 $9.8M 0.05% -6,464 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,105 shares; 2024Q4: 169,989 shares; 2025Q1: 163,984 shares; 2025Q2: 161,716 shares; 2025Q3: 158,024 shares; 2025Q4: 192,256 shares 192,256 $9.79M 0.05% +34,232 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,900 shares; 2024Q4: 149,009 shares; 2025Q1: 146,276 shares; 2025Q2: 144,935 shares; 2025Q3: 145,962 shares; 2025Q4: 150,519 shares 150,519 $9.69M 0.05% +4,557 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,094 shares; 2024Q4: 186,808 shares; 2025Q1: 249,224 shares; 2025Q2: 266,446 shares; 2025Q3: 313,721 shares; 2025Q4: 384,221 shares 384,221 $9.24M 0.05% +70,500 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,755 shares; 2025Q2: 72,768 shares; 2025Q3: 76,106 shares; 2025Q4: 77,658 shares 77,658 $9.22M 0.05% +1,552 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,163 shares; 2024Q4: 39,606 shares; 2025Q1: 43,322 shares; 2025Q2: 46,409 shares; 2025Q3: 49,208 shares; 2025Q4: 51,510 shares 51,510 $8.9M 0.05% +2,302 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,268 shares; 2024Q4: 94,571 shares; 2025Q1: 100,191 shares; 2025Q2: 14,631 shares; 2025Q3: 14,878 shares; 2025Q4: 15,344 shares 15,344 $8.89M 0.05% +466 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,520 shares; 2024Q4: 78,132 shares; 2025Q1: 82,939 shares; 2025Q2: 87,099 shares; 2025Q3: 89,961 shares; 2025Q4: 96,151 shares 96,151 $8.8M 0.05% +6,190 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335,128 shares; 2025Q4: 256,135 shares 256,135 $8.76M 0.05% -78,993 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,341 shares; 2024Q4: 11,787 shares; 2025Q1: 12,177 shares; 2025Q2: 13,546 shares; 2025Q3: 25,327 shares; 2025Q4: 30,054 shares 30,054 $8.72M 0.05% +4,727 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,600 shares; 2024Q4: 131,955 shares; 2025Q1: 172,295 shares; 2025Q2: 178,722 shares; 2025Q3: 189,835 shares; 2025Q4: 162,830 shares 162,830 $8.69M 0.05% -27,005 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 7,584 shares; 2025Q1: 8,150 shares; 2025Q2: 8,105 shares; 2025Q3: 9,174 shares; 2025Q4: 11,405 shares 11,405 $8.6M 0.05% +2,231 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,347 shares; 2024Q4: 23,937 shares; 2025Q1: 21,182 shares; 2025Q2: 22,344 shares; 2025Q3: 24,543 shares; 2025Q4: 27,280 shares 27,280 $8.51M 0.05% +2,737 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,183 shares; 2024Q4: 65,182 shares; 2025Q1: 84,943 shares; 2025Q2: 89,739 shares; 2025Q3: 97,110 shares; 2025Q4: 97,526 shares 97,526 $8.5M 0.05% +416 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,758 shares; 2024Q4: 419,022 shares; 2025Q1: 423,335 shares; 2025Q2: 278,228 shares; 2025Q3: 297,937 shares; 2025Q4: 296,514 shares 296,514 $8.44M 0.05% -1,423 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,143 shares; 2024Q4: 278,079 shares; 2025Q1: 356,705 shares; 2025Q2: 336,033 shares; 2025Q3: 335,338 shares; 2025Q4: 338,836 shares 338,836 $8.44M 0.05% +3,498 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,286 shares; 2024Q4: 6,518 shares; 2025Q1: 6,086 shares; 2025Q2: 6,157 shares; 2025Q3: 6,149 shares; 2025Q4: 6,321 shares 6,321 $8.41M 0.05% +172 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,206 shares; 2024Q4: 13,003 shares; 2025Q1: 22,628 shares; 2025Q2: 24,859 shares; 2025Q3: 50,629 shares; 2025Q4: 58,448 shares 58,448 $8.39M 0.05% +7,819 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,314 shares; 2024Q4: 16,147 shares; 2025Q1: 22,869 shares; 2025Q2: 24,775 shares; 2025Q3: 24,509 shares; 2025Q4: 29,860 shares 29,860 $8.33M 0.05% +5,351 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,955 shares; 2024Q4: 151,700 shares; 2025Q1: 146,132 shares; 2025Q2: 153,451 shares; 2025Q3: 160,205 shares; 2025Q4: 153,138 shares 153,138 $8.26M 0.05% -7,067 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,068 shares; 2024Q4: 116,047 shares; 2025Q1: 125,277 shares; 2025Q2: 121,538 shares; 2025Q3: 120,101 shares; 2025Q4: 118,945 shares 118,945 $8.13M 0.05% -1,156 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,080 shares; 2024Q4: 18,615 shares; 2025Q1: 66,953 shares; 2025Q2: 68,411 shares; 2025Q3: 70,043 shares; 2025Q4: 84,535 shares 84,535 $8.12M 0.05% +14,492 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,528 shares; 2025Q2: 112,806 shares; 2025Q3: 112,965 shares; 2025Q4: 113,674 shares 113,674 $8.11M 0.05% +709 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,836 shares; 2024Q4: 64,070 shares; 2025Q1: 61,502 shares; 2025Q2: 48,410 shares; 2025Q3: 53,411 shares; 2025Q4: 57,419 shares 57,419 $8.1M 0.05% +4,008 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,686 shares; 2024Q4: 54,211 shares; 2025Q1: 59,161 shares; 2025Q2: 62,292 shares; 2025Q3: 67,068 shares; 2025Q4: 75,274 shares 75,274 $8.09M 0.05% +8,206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,969 shares; 2024Q4: 34,040 shares; 2025Q1: 115,866 shares; 2025Q2: 72,999 shares; 2025Q3: 96,532 shares; 2025Q4: 158,598 shares 158,598 $8.02M 0.04% +62,066 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,988 shares; 2024Q4: 86,237 shares; 2025Q1: 86,828 shares; 2025Q2: 87,748 shares; 2025Q3: 42,797 shares; 2025Q4: 45,945 shares 45,945 $7.97M 0.04% +3,148 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,595 shares; 2024Q4: 312,772 shares; 2025Q1: 253,818 shares; 2025Q2: 227,364 shares; 2025Q3: 163,065 shares; 2025Q4: 155,328 shares 155,328 $7.94M 0.04% -7,737 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,434 shares; 2024Q4: 27,694 shares; 2025Q1: 30,153 shares; 2025Q2: 33,455 shares; 2025Q3: 35,127 shares; 2025Q4: 39,009 shares 39,009 $7.93M 0.04% +3,882 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 15,451 shares; 2025Q1: 10,557 shares; 2025Q2: 12,541 shares; 2025Q3: 12,101 shares; 2025Q4: 16,946 shares 16,946 $7.89M 0.04% +4,845 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,613 shares; 2024Q4: 52,087 shares; 2025Q1: 51,803 shares; 2025Q2: 50,281 shares; 2025Q3: 58,187 shares; 2025Q4: 67,822 shares 67,822 $7.87M 0.04% +9,635 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,037 shares; 2024Q4: 204,403 shares; 2025Q1: 217,529 shares; 2025Q2: 229,637 shares; 2025Q3: 40,477 shares; 2025Q4: 40,344 shares 40,344 $7.87M 0.04% -133 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,027 shares; 2024Q4: 607,675 shares; 2025Q1: 128,010 shares; 2025Q2: 106,911 shares; 2025Q3: 100,264 shares; 2025Q4: 116,610 shares 116,610 $7.84M 0.04% +16,346 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 7,008 shares; 2025Q1: 8,696 shares; 2025Q2: 8,988 shares; 2025Q3: 9,017 shares; 2025Q4: 9,542 shares 9,542 $7.83M 0.04% +525 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,495 shares; 2025Q4: 60,005 shares 60,005 $7.82M 0.04% -14,490 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,863 shares; 2024Q4: 137,156 shares; 2025Q1: 134,570 shares; 2025Q2: 125,030 shares; 2025Q3: 269,530 shares; 2025Q4: 236,606 shares 236,606 $7.79M 0.04% -32,924 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,229 shares; 2024Q4: 10,672 shares; 2025Q1: 11,309 shares; 2025Q2: 11,873 shares; 2025Q3: 12,393 shares; 2025Q4: 12,424 shares 12,424 $7.74M 0.04% +31 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,862 shares; 2024Q4: 52,724 shares; 2025Q1: 57,171 shares; 2025Q2: 66,780 shares; 2025Q3: 69,985 shares; 2025Q4: 78,097 shares 78,097 $7.59M 0.04% +8,112 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 29,156 shares; 2025Q1: 34,669 shares; 2025Q2: 28,807 shares; 2025Q3: 28,631 shares; 2025Q4: 29,161 shares 29,161 $7.52M 0.04% +530 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,157 shares; 2024Q4: 93,157 shares; 2025Q1: 91,265 shares; 2025Q2: 91,265 shares; 2025Q3: 91,265 shares; 2025Q4: 91,265 shares 91,265 $7.51M 0.04% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,423 shares; 2024Q4: 102,750 shares; 2025Q1: 112,233 shares; 2025Q2: 124,428 shares; 2025Q3: 131,888 shares; 2025Q4: 148,143 shares 148,143 $7.41M 0.04% +16,255 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,523 shares; 2024Q4: 126,446 shares; 2025Q1: 144,076 shares; 2025Q2: 151,827 shares; 2025Q3: 177,167 shares; 2025Q4: 203,784 shares 203,784 $7.39M 0.04% +26,617 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,238 shares; 2025Q1: 171,743 shares; 2025Q2: 114,917 shares; 2025Q3: 108,597 shares; 2025Q4: 103,111 shares 103,111 $7.36M 0.04% -5,486 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,767 shares; 2024Q4: 77,658 shares; 2025Q1: 90,296 shares; 2025Q2: 96,505 shares; 2025Q3: 97,944 shares; 2025Q4: 96,580 shares 96,580 $7.33M 0.04% -1,364 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,504 shares; 2024Q4: 98,316 shares; 2025Q1: 104,127 shares; 2025Q2: 102,647 shares; 2025Q3: 97,923 shares; 2025Q4: 99,033 shares 99,033 $7.28M 0.04% +1,110 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 3,417 shares; 2025Q1: 17,546 shares; 2025Q2: 27,905 shares; 2025Q3: 31,404 shares; 2025Q4: 33,117 shares 33,117 $7.26M 0.04% +1,713 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,151 shares; 2024Q4: 9,996 shares; 2025Q1: 10,569 shares; 2025Q2: 11,196 shares; 2025Q3: 11,609 shares; 2025Q4: 26,189 shares 26,189 $7.15M 0.04% +14,580 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,112 shares; 2024Q4: 75,253 shares; 2025Q1: 75,065 shares; 2025Q2: 81,182 shares; 2025Q3: 79,513 shares; 2025Q4: 81,161 shares 81,161 $7.09M 0.04% +1,648 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,445 shares; 2025Q1: 16,702 shares; 2025Q2: 17,407 shares; 2025Q3: 17,382 shares; 2025Q4: 18,450 shares 18,450 $7.01M 0.04% +1,068 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,626 shares; 2025Q1: 75,012 shares; 2025Q2: 77,037 shares; 2025Q3: 79,558 shares; 2025Q4: 81,723 shares 81,723 $6.97M 0.04% +2,165 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,148 shares; 2024Q4: 18,826 shares; 2025Q1: 20,758 shares; 2025Q2: 22,155 shares; 2025Q3: 23,779 shares; 2025Q4: 27,359 shares 27,359 $6.94M 0.04% +3,580 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 905 shares; 2025Q1: 877 shares; 2025Q2: 1,052 shares; 2025Q3: 1,063 shares; 2025Q4: 1,290 shares 1,290 $6.91M 0.04% +227 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,060 shares; 2024Q4: 46,853 shares; 2025Q1: 52,195 shares; 2025Q2: 56,125 shares; 2025Q3: 61,071 shares; 2025Q4: 67,450 shares 67,450 $6.88M 0.04% +6,379 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,821 shares; 2024Q4: 68,420 shares; 2025Q1: 77,029 shares; 2025Q2: 84,190 shares; 2025Q3: 85,512 shares; 2025Q4: 88,719 shares 88,719 $6.87M 0.04% +3,207 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,263 shares; 2024Q4: 75,720 shares; 2025Q1: 74,420 shares; 2025Q2: 85,850 shares; 2025Q3: 114,851 shares; 2025Q4: 118,851 shares 118,851 $6.85M 0.04% +4,000 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,604 shares; 2024Q4: 27,066 shares; 2025Q1: 29,831 shares; 2025Q2: 33,399 shares; 2025Q3: 35,304 shares; 2025Q4: 39,385 shares 39,385 $6.83M 0.04% +4,081 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 236,155 shares; 2025Q1: 152,187 shares; 2025Q2: 68,458 shares; 2025Q3: 57,649 shares; 2025Q4: 47,601 shares 47,601 $6.82M 0.04% -10,048 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 6,316 shares; 2025Q1: 6,475 shares; 2025Q2: 7,740 shares; 2025Q3: 6,110 shares; 2025Q4: 24,592 shares 24,592 $6.77M 0.04% +18,482 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,572 shares; 2024Q4: 11,829 shares; 2025Q1: 12,242 shares; 2025Q2: 14,838 shares; 2025Q3: 15,960 shares; 2025Q4: 15,812 shares 15,812 $6.74M 0.04% -148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,184 shares; 2024Q4: 17,891 shares; 2025Q1: 76,640 shares; 2025Q2: 77,037 shares; 2025Q3: 76,881 shares; 2025Q4: 81,290 shares 81,290 $6.6M 0.04% +4,409 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,166 shares; 2024Q4: 8,495 shares; 2025Q1: 8,955 shares; 2025Q2: 9,954 shares; 2025Q3: 10,629 shares; 2025Q4: 11,959 shares 11,959 $6.59M 0.04% +1,330 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,473 shares; 2025Q2: 79,479 shares; 2025Q3: 162,052 shares; 2025Q4: 151,333 shares 151,333 $6.57M 0.04% -10,719 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 271,537 shares; 2025Q1: 175,357 shares; 2025Q2: 97,879 shares; 2025Q3: 70,445 shares; 2025Q4: 55,355 shares 55,355 $6.52M 0.04% -15,090 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,949 shares; 2024Q4: 15,577 shares; 2025Q1: 16,912 shares; 2025Q2: 18,564 shares; 2025Q3: 19,571 shares; 2025Q4: 21,504 shares 21,504 $6.5M 0.04% +1,933 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 15,037 shares; 2025Q1: 13,628 shares; 2025Q2: 18,275 shares; 2025Q3: 21,973 shares; 2025Q4: 77,860 shares 77,860 $6.46M 0.04% +55,887 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 432,295 shares 432,295 $6.38M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,618 shares; 2024Q4: 8,560 shares; 2025Q1: 8,587 shares; 2025Q2: 9,684 shares; 2025Q3: 9,098 shares; 2025Q4: 11,181 shares 11,181 $6.33M 0.04% +2,083 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,743 shares; 2024Q4: 177,858 shares; 2025Q1: 179,404 shares; 2025Q2: 199,905 shares; 2025Q3: 230,110 shares; 2025Q4: 230,285 shares 230,285 $6.33M 0.04% +175 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 3,143 shares; 2025Q1: 3,174 shares; 2025Q2: 4,086 shares; 2025Q3: 5,103 shares; 2025Q4: 9,388 shares 9,388 $6.33M 0.04% +4,285 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,754 shares; 2025Q1: 12,591 shares; 2025Q2: 11,452 shares; 2025Q3: 11,674 shares; 2025Q4: 16,028 shares 16,028 $6.2M 0.03% +4,354 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,680 shares; 2024Q4: 47,841 shares; 2025Q1: 49,942 shares; 2025Q2: 58,567 shares; 2025Q3: 64,721 shares; 2025Q4: 70,715 shares 70,715 $6.16M 0.03% +5,994 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 12,890 shares; 2025Q1: 13,931 shares; 2025Q2: 14,373 shares; 2025Q3: 13,980 shares; 2025Q4: 13,596 shares 13,596 $6.16M 0.03% -384 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,691 shares; 2024Q4: 64,683 shares; 2025Q1: 71,283 shares; 2025Q2: 75,095 shares; 2025Q3: 82,313 shares; 2025Q4: 95,522 shares 95,522 $6.14M 0.03% +13,209 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,242 shares; 2024Q4: 45,690 shares; 2025Q1: 56,205 shares; 2025Q2: 75,603 shares; 2025Q3: 78,367 shares; 2025Q4: 136,798 shares 136,798 $6.12M 0.03% +58,431 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,573 shares; 2024Q4: 41,722 shares; 2025Q1: 98,522 shares; 2025Q2: 88,471 shares; 2025Q3: 84,579 shares; 2025Q4: 60,812 shares 60,812 $6.03M 0.03% -23,767 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,807 shares; 2024Q4: 64,968 shares; 2025Q1: 62,171 shares; 2025Q2: 65,025 shares; 2025Q3: 57,528 shares; 2025Q4: 56,131 shares 56,131 $6.03M 0.03% -1,397 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,782 shares; 2024Q4: 22,556 shares; 2025Q1: 26,893 shares; 2025Q2: 33,583 shares; 2025Q3: 38,043 shares; 2025Q4: 44,585 shares 44,585 $6.03M 0.03% +6,542 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,708 shares; 2024Q4: 41,157 shares; 2025Q1: 44,905 shares; 2025Q2: 47,730 shares; 2025Q3: 44,569 shares; 2025Q4: 75,546 shares 75,546 $6M 0.03% +30,977 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 78,037 shares; 2025Q1: 70,635 shares; 2025Q2: 68,713 shares; 2025Q3: 69,379 shares; 2025Q4: 70,365 shares 70,365 $5.92M 0.03% +986 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,359 shares; 2024Q4: 7,434 shares; 2025Q1: 7,549 shares; 2025Q2: 15,919 shares; 2025Q3: 18,297 shares; 2025Q4: 24,301 shares 24,301 $5.89M 0.03% +6,004 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,197 shares; 2024Q4: 16,357 shares; 2025Q1: 14,836 shares; 2025Q2: 87,885 shares; 2025Q3: 81,208 shares; 2025Q4: 65,014 shares 65,014 $5.85M 0.03% -16,194 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 3,423 shares; 2025Q1: 3,478 shares; 2025Q2: 4,195 shares; 2025Q3: 4,609 shares; 2025Q4: 5,452 shares 5,452 $5.83M 0.03% +843 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,742 shares; 2024Q4: 93,618 shares; 2025Q1: 65,000 shares; 2025Q2: 43,102 shares; 2025Q3: 44,611 shares; 2025Q4: 47,152 shares 47,152 $5.79M 0.03% +2,541 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,969 shares; 2024Q4: 48,714 shares; 2025Q1: 47,870 shares; 2025Q2: 52,609 shares; 2025Q3: 56,022 shares; 2025Q4: 70,639 shares 70,639 $5.74M 0.03% +14,617 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,119 shares; 2024Q4: 27,642 shares; 2025Q1: 32,777 shares; 2025Q2: 37,963 shares; 2025Q3: 41,795 shares; 2025Q4: 41,635 shares 41,635 $5.74M 0.03% -160 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,873 shares; 2024Q4: 9,530 shares; 2025Q1: 27,597 shares; 2025Q2: 28,645 shares; 2025Q3: 27,337 shares; 2025Q4: 26,792 shares 26,792 $5.68M 0.03% -545 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,774 shares; 2025Q2: 63,680 shares; 2025Q3: 71,972 shares; 2025Q4: 79,967 shares 79,967 $5.68M 0.03% +7,995 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,234 shares; 2024Q4: 33,898 shares; 2025Q1: 35,004 shares; 2025Q2: 38,412 shares; 2025Q3: 42,568 shares; 2025Q4: 41,570 shares 41,570 $5.66M 0.03% -998 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,429 shares; 2025Q1: 7,445 shares; 2025Q2: 12,430 shares; 2025Q3: 15,039 shares; 2025Q4: 16,577 shares 16,577 $5.64M 0.03% +1,538 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,232 shares; 2024Q4: 52,759 shares; 2025Q1: 49,750 shares; 2025Q2: 51,595 shares; 2025Q3: 53,698 shares; 2025Q4: 55,851 shares 55,851 $5.63M 0.03% +2,153 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,436 shares; 2024Q4: 35,755 shares; 2025Q1: 35,828 shares; 2025Q2: 37,108 shares; 2025Q3: 45,819 shares; 2025Q4: 47,962 shares 47,962 $5.62M 0.03% +2,143 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,803 shares; 2024Q4: 22,319 shares; 2025Q1: 19,735 shares; 2025Q2: 21,644 shares; 2025Q3: 22,166 shares; 2025Q4: 24,522 shares 24,522 $5.61M 0.03% +2,356 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,360 shares; 2025Q2: 7,060 shares; 2025Q3: 68,139 shares; 2025Q4: 110,640 shares 110,640 $5.6M 0.03% +42,501 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,062 shares; 2025Q2: 75,281 shares; 2025Q3: 70,408 shares; 2025Q4: 72,356 shares 72,356 $5.57M 0.03% +1,948 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,976 shares; 2024Q4: 14,976 shares; 2025Q1: 14,976 shares; 2025Q2: 14,116 shares; 2025Q3: 112,919 shares; 2025Q4: 105,702 shares 105,702 $5.54M 0.03% -7,217 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 7,320 shares; 2025Q1: 74,490 shares; 2025Q2: 115,151 shares; 2025Q3: 94,087 shares; 2025Q4: 79,766 shares 79,766 $5.54M 0.03% -14,321 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,661 shares; 2025Q1: 2,928 shares; 2025Q2: 3,056 shares; 2025Q3: 3,334 shares; 2025Q4: 4,555 shares 4,555 $5.53M 0.03% +1,221 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,086 shares; 2024Q4: 62,432 shares; 2025Q1: 50,841 shares; 2025Q2: 60,992 shares; 2025Q3: 61,377 shares; 2025Q4: 71,883 shares 71,883 $5.51M 0.03% +10,506 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,555 shares; 2024Q4: 21,249 shares; 2025Q1: 11,656 shares; 2025Q2: 6,525 shares; 2025Q3: 6,529 shares; 2025Q4: 35,909 shares 35,909 $5.5M 0.03% +29,380 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,433 shares; 2024Q4: 4,642 shares; 2025Q1: 4,725 shares; 2025Q2: 5,435 shares; 2025Q3: 5,999 shares; 2025Q4: 14,009 shares 14,009 $5.45M 0.03% +8,010 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,681 shares; 2024Q4: 246,631 shares; 2025Q1: 209,274 shares; 2025Q2: 206,249 shares; 2025Q3: 201,173 shares; 2025Q4: 201,231 shares 201,231 $5.43M 0.03% +58 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,569 shares; 2024Q4: 67,118 shares; 2025Q1: 69,770 shares; 2025Q2: 74,084 shares; 2025Q3: 77,840 shares; 2025Q4: 92,241 shares 92,241 $5.4M 0.03% +14,401 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,150 shares; 2025Q1: 27,450 shares; 2025Q2: 33,514 shares; 2025Q3: 36,277 shares; 2025Q4: 41,194 shares 41,194 $5.4M 0.03% +4,917 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,144 shares; 2024Q4: 35,613 shares; 2025Q1: 35,049 shares; 2025Q2: 40,483 shares; 2025Q3: 42,838 shares; 2025Q4: 42,880 shares 42,880 $5.4M 0.03% +42 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,311 shares; 2024Q4: 65,598 shares; 2025Q1: 63,929 shares; 2025Q2: 68,858 shares; 2025Q3: 73,715 shares; 2025Q4: 84,872 shares 84,872 $5.39M 0.03% +11,157 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 13,242 shares; 2025Q1: 15,218 shares; 2025Q2: 15,813 shares; 2025Q3: 16,368 shares; 2025Q4: 19,829 shares 19,829 $5.38M 0.03% +3,461 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,721 shares; 2024Q4: 13,063 shares; 2025Q1: 13,270 shares; 2025Q2: 13,304 shares; 2025Q3: 13,159 shares; 2025Q4: 15,202 shares 15,202 $5.36M 0.03% +2,043 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,449 shares; 2024Q4: 17,676 shares; 2025Q1: 19,393 shares; 2025Q2: 21,392 shares; 2025Q3: 22,488 shares; 2025Q4: 23,880 shares 23,880 $5.33M 0.03% +1,392 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,846 shares; 2024Q4: 23,304 shares; 2025Q1: 23,911 shares; 2025Q2: 22,763 shares; 2025Q3: 25,299 shares; 2025Q4: 24,883 shares 24,883 $5.23M 0.03% -416 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,415 shares; 2024Q4: 93,227 shares; 2025Q1: 96,195 shares; 2025Q2: 103,431 shares; 2025Q3: 110,901 shares; 2025Q4: 108,408 shares 108,408 $5.19M 0.03% -2,493 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 8,554 shares; 2025Q1: 7,569 shares; 2025Q2: 13,404 shares; 2025Q3: 14,081 shares; 2025Q4: 58,147 shares 58,147 $5.13M 0.03% +44,066 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,472 shares; 2024Q4: 68,756 shares; 2025Q1: 66,934 shares; 2025Q2: 58,668 shares; 2025Q3: 54,998 shares; 2025Q4: 54,521 shares 54,521 $5.1M 0.03% -477 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,016 shares; 2024Q4: 7,239 shares; 2025Q1: 7,665 shares; 2025Q2: 8,915 shares; 2025Q3: 10,628 shares; 2025Q4: 10,838 shares 10,838 $5.09M 0.03% +210 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,157 shares; 2024Q4: 8,211 shares; 2025Q1: 8,590 shares; 2025Q2: 10,063 shares; 2025Q3: 9,928 shares; 2025Q4: 14,528 shares 14,528 $5.08M 0.03% +4,600 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 2,492 shares; 2025Q1: 10,155 shares; 2025Q2: 10,292 shares; 2025Q3: 9,930 shares; 2025Q4: 11,400 shares 11,400 $5.07M 0.03% +1,470 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,228 shares; 2024Q4: 34,859 shares; 2025Q1: 31,925 shares; 2025Q2: 43,790 shares; 2025Q3: 47,148 shares; 2025Q4: 52,733 shares 52,733 $5.07M 0.03% +5,585 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,738 shares; 2024Q4: 15,157 shares; 2025Q1: 16,016 shares; 2025Q2: 18,477 shares; 2025Q3: 19,476 shares; 2025Q4: 19,787 shares 19,787 $5.05M 0.03% +311 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,056 shares; 2025Q1: 10,426 shares; 2025Q2: 14,226 shares; 2025Q3: 20,116 shares; 2025Q4: 44,212 shares 44,212 $5M 0.03% +24,096 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 5,855 shares; 2025Q1: 7,003 shares; 2025Q2: 8,509 shares; 2025Q3: 8,676 shares; 2025Q4: 9,547 shares 9,547 $4.99M 0.03% +871 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,843 shares; 2024Q4: 21,873 shares; 2025Q1: 20,948 shares; 2025Q2: 19,009 shares; 2025Q3: 17,744 shares; 2025Q4: 17,110 shares 17,110 $4.93M 0.03% -634 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 12,074 shares; 2025Q1: 12,390 shares; 2025Q2: 12,962 shares; 2025Q3: 13,031 shares; 2025Q4: 13,997 shares 13,997 $4.92M 0.03% +966 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,552 shares; 2024Q4: 100,087 shares; 2025Q1: 82,442 shares; 2025Q2: 82,461 shares; 2025Q3: 74,114 shares; 2025Q4: 73,010 shares 73,010 $4.86M 0.03% -1,104 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,240 shares; 2024Q4: 54,815 shares; 2025Q1: 55,785 shares; 2025Q2: 56,756 shares; 2025Q3: 61,429 shares; 2025Q4: 61,723 shares 61,723 $4.86M 0.03% +294 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,477 shares; 2024Q4: 47,404 shares; 2025Q1: 48,682 shares; 2025Q2: 50,263 shares; 2025Q3: 55,384 shares; 2025Q4: 59,252 shares 59,252 $4.84M 0.03% +3,868 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,053 shares; 2024Q4: 12,009 shares; 2025Q1: 13,441 shares; 2025Q2: 13,679 shares; 2025Q3: 12,491 shares; 2025Q4: 15,564 shares 15,564 $4.83M 0.03% +3,073 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,722 shares; 2024Q4: 85,683 shares; 2025Q1: 93,835 shares; 2025Q2: 104,758 shares; 2025Q3: 111,740 shares; 2025Q4: 130,801 shares 130,801 $4.83M 0.03% +19,061 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,548 shares; 2024Q4: 238,637 shares; 2025Q1: 185,777 shares; 2025Q2: 217,018 shares; 2025Q3: 207,826 shares; 2025Q4: 215,243 shares 215,243 $4.81M 0.03% +7,417 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,296 shares; 2024Q4: 29,532 shares; 2025Q1: 30,883 shares; 2025Q2: 30,105 shares; 2025Q3: 30,676 shares; 2025Q4: 36,616 shares 36,616 $4.72M 0.03% +5,940 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,926 shares 93,926 $4.72M 0.03% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,588 shares; 2024Q4: 34,878 shares; 2025Q1: 33,886 shares; 2025Q2: 35,046 shares; 2025Q3: 31,664 shares; 2025Q4: 32,474 shares 32,474 $4.68M 0.03% +810 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,269 shares; 2024Q4: 18,196 shares; 2025Q1: 26,640 shares; 2025Q2: 30,242 shares; 2025Q3: 30,515 shares; 2025Q4: 30,214 shares 30,214 $4.67M 0.03% -301 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,304 shares; 2024Q4: 217,169 shares; 2025Q1: 230,264 shares; 2025Q2: 153,645 shares; 2025Q3: 156,255 shares; 2025Q4: 157,532 shares 157,532 $4.66M 0.03% +1,277 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,709 shares; 2024Q4: 19,650 shares; 2025Q1: 21,030 shares; 2025Q2: 22,052 shares; 2025Q3: 23,343 shares; 2025Q4: 26,702 shares 26,702 $4.63M 0.03% +3,359 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 254,842 shares; 2025Q1: 194,388 shares; 2025Q2: 109,699 shares; 2025Q3: 111,336 shares; 2025Q4: 93,240 shares 93,240 $4.61M 0.03% -18,096 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 2,745 shares; 2025Q1: 2,797 shares; 2025Q2: 2,494 shares; 2025Q3: 68,960 shares; 2025Q4: 46,774 shares 46,774 $4.58M 0.03% -22,186 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,392 shares; 2024Q4: 30,271 shares; 2025Q1: 38,455 shares; 2025Q2: 40,748 shares; 2025Q3: 41,873 shares; 2025Q4: 47,551 shares 47,551 $4.53M 0.03% +5,678 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,641 shares; 2024Q4: 20,073 shares; 2025Q1: 32,396 shares; 2025Q2: 27,931 shares; 2025Q3: 27,996 shares; 2025Q4: 28,890 shares 28,890 $4.47M 0.03% +894 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,593 shares; 2024Q4: 100,042 shares; 2025Q1: 104,755 shares; 2025Q2: 47,289 shares; 2025Q3: 41,666 shares; 2025Q4: 41,050 shares 41,050 $4.38M 0.02% -616 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,122 shares; 2024Q4: 8,923 shares; 2025Q1: 8,590 shares; 2025Q2: 9,656 shares; 2025Q3: 9,715 shares; 2025Q4: 12,388 shares 12,388 $4.38M 0.02% +2,673 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,149 shares; 2025Q1: not reported; 2025Q2: 2,067 shares; 2025Q3: 13,982 shares; 2025Q4: 17,797 shares 17,797 $4.35M 0.02% +3,815 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,136 shares; 2024Q4: 17,562 shares; 2025Q1: 18,669 shares; 2025Q2: 19,252 shares; 2025Q3: 20,327 shares; 2025Q4: 22,090 shares 22,090 $4.35M 0.02% +1,763 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 8,472 shares; 2025Q1: 8,864 shares; 2025Q2: 17,371 shares; 2025Q3: 17,885 shares; 2025Q4: 16,602 shares 16,602 $4.31M 0.02% -1,283 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,380 shares; 2024Q4: 113,797 shares; 2025Q1: 132,752 shares; 2025Q2: 133,293 shares; 2025Q3: 135,948 shares; 2025Q4: 137,944 shares 137,944 $4.31M 0.02% +1,996 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,392 shares; 2024Q4: 25,286 shares; 2025Q1: 25,535 shares; 2025Q2: 30,273 shares; 2025Q3: 33,321 shares; 2025Q4: 54,339 shares 54,339 $4.29M 0.02% +21,018 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,119 shares; 2025Q1: 5,658 shares; 2025Q2: 7,059 shares; 2025Q3: 7,401 shares; 2025Q4: 9,104 shares 9,104 $4.27M 0.02% +1,703 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183,929 shares; 2025Q4: 141,890 shares 141,890 $4.23M 0.02% -42,039 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,293 shares; 2024Q4: 10,289 shares; 2025Q1: 12,168 shares; 2025Q2: 23,117 shares; 2025Q3: 21,703 shares; 2025Q4: 26,076 shares 26,076 $4.22M 0.02% +4,373 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 3,048 shares; 2025Q1: 24,184 shares; 2025Q2: 27,488 shares; 2025Q3: 27,777 shares; 2025Q4: 30,032 shares 30,032 $4.2M 0.02% +2,255 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 7,174 shares; 2025Q1: 9,392 shares; 2025Q2: 9,683 shares; 2025Q3: 9,898 shares; 2025Q4: 12,428 shares 12,428 $4.2M 0.02% +2,530 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,542 shares; 2024Q4: 118,875 shares; 2025Q1: 132,044 shares; 2025Q2: 129,836 shares; 2025Q3: 149,477 shares; 2025Q4: 153,759 shares 153,759 $4.18M 0.02% +4,282 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,255 shares; 2024Q4: 181,695 shares; 2025Q1: 127,534 shares; 2025Q2: 64,787 shares; 2025Q3: 57,425 shares; 2025Q4: 97,661 shares 97,661 $4.17M 0.02% +40,236 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,780 shares; 2024Q4: 49,975 shares; 2025Q1: 34,811 shares; 2025Q2: 31,647 shares; 2025Q3: 31,692 shares; 2025Q4: 31,680 shares 31,680 $4.17M 0.02% -12 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,215 shares; 2024Q4: 41,510 shares; 2025Q1: 45,490 shares; 2025Q2: 49,953 shares; 2025Q3: 42,698 shares; 2025Q4: 43,168 shares 43,168 $4.16M 0.02% +470 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 6,729 shares; 2025Q1: 7,667 shares; 2025Q2: 7,353 shares; 2025Q3: 6,849 shares; 2025Q4: 8,447 shares 8,447 $4.14M 0.02% +1,598 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,253 shares; 2024Q4: 9,731 shares; 2025Q1: 8,331 shares; 2025Q2: 8,717 shares; 2025Q3: 10,505 shares; 2025Q4: 14,228 shares 14,228 $4.11M 0.02% +3,723 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,148 shares; 2024Q4: 18,218 shares; 2025Q1: 18,975 shares; 2025Q2: 20,401 shares; 2025Q3: 21,843 shares; 2025Q4: 25,224 shares 25,224 $4.11M 0.02% +3,381 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,519 shares; 2024Q4: 14,277 shares; 2025Q1: 15,406 shares; 2025Q2: 16,432 shares; 2025Q3: 17,603 shares; 2025Q4: 19,661 shares 19,661 $4.1M 0.02% +2,058 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,219 shares; 2024Q4: 27,439 shares; 2025Q1: 28,687 shares; 2025Q2: 37,430 shares; 2025Q3: 39,915 shares; 2025Q4: 46,815 shares 46,815 $4.1M 0.02% +6,900 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,209 shares; 2025Q2: 22,262 shares; 2025Q3: 21,917 shares; 2025Q4: 21,918 shares 21,918 $4.07M 0.02% +1 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,122 shares; 2024Q4: 52,732 shares; 2025Q1: 48,816 shares; 2025Q2: 24,048 shares; 2025Q3: 24,097 shares; 2025Q4: 41,585 shares 41,585 $4.06M 0.02% +17,488 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 7,172 shares; 2025Q1: 8,907 shares; 2025Q2: 9,063 shares; 2025Q3: 12,290 shares; 2025Q4: 13,845 shares 13,845 $4.02M 0.02% +1,555 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,368 shares; 2024Q4: 78,201 shares; 2025Q1: 85,944 shares; 2025Q2: 91,100 shares; 2025Q3: 98,045 shares; 2025Q4: 107,642 shares 107,642 $4M 0.02% +9,597 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,890 shares; 2024Q4: 39,688 shares; 2025Q1: 40,073 shares; 2025Q2: 44,413 shares; 2025Q3: 44,813 shares; 2025Q4: 47,392 shares 47,392 $3.99M 0.02% +2,579 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,800 shares; 2024Q4: 34,727 shares; 2025Q1: 34,030 shares; 2025Q2: 33,806 shares; 2025Q3: 32,288 shares; 2025Q4: 39,488 shares 39,488 $3.96M 0.02% +7,200 Timeline BSMT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 169,318 shares 169,318 $3.92M 0.02% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,552 shares; 2024Q4: 20,261 shares; 2025Q1: 26,306 shares; 2025Q2: 26,563 shares; 2025Q3: 23,474 shares; 2025Q4: 24,189 shares 24,189 $3.89M 0.02% +715 Timeline JBND 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,298 shares; 2025Q4: 71,830 shares 71,830 $3.88M 0.02% -28,468 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,119 shares; 2025Q2: 80,165 shares; 2025Q3: 80,257 shares; 2025Q4: 83,237 shares 83,237 $3.87M 0.02% +2,980 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,384 shares; 2025Q2: 8,393 shares; 2025Q3: 8,442 shares; 2025Q4: 8,698 shares 8,698 $3.86M 0.02% +256 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 47,413 shares; 2025Q1: 34,739 shares; 2025Q2: 23,128 shares; 2025Q3: 52,397 shares; 2025Q4: 44,454 shares 44,454 $3.83M 0.02% -7,943 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,668 shares; 2024Q4: 13,611 shares; 2025Q1: 13,597 shares; 2025Q2: 13,848 shares; 2025Q3: 14,703 shares; 2025Q4: 27,756 shares 27,756 $3.82M 0.02% +13,053 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,540 shares; 2024Q4: 21,224 shares; 2025Q1: 40,485 shares; 2025Q2: 43,282 shares; 2025Q3: 48,823 shares; 2025Q4: 59,027 shares 59,027 $3.8M 0.02% +10,204 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,210 shares; 2024Q4: 204,547 shares; 2025Q1: 182,411 shares; 2025Q2: 23,856 shares; 2025Q3: 24,680 shares; 2025Q4: 31,276 shares 31,276 $3.75M 0.02% +6,596 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,617 shares; 2025Q1: 1,514 shares; 2025Q2: 1,527 shares; 2025Q3: 1,521 shares; 2025Q4: 1,731 shares 1,731 $3.72M 0.02% +210 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,301 shares; 2024Q4: 15,190 shares; 2025Q1: 15,808 shares; 2025Q2: 18,823 shares; 2025Q3: 21,062 shares; 2025Q4: 21,672 shares 21,672 $3.69M 0.02% +610 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,441 shares; 2024Q4: 19,467 shares; 2025Q1: 19,714 shares; 2025Q2: 22,456 shares; 2025Q3: 23,663 shares; 2025Q4: 27,751 shares 27,751 $3.68M 0.02% +4,088 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,266 shares; 2024Q4: 28,894 shares; 2025Q1: 35,711 shares; 2025Q2: 37,292 shares; 2025Q3: 39,127 shares; 2025Q4: 39,691 shares 39,691 $3.65M 0.02% +564 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193,279 shares; 2025Q4: 193,482 shares 193,482 $3.65M 0.02% +203 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,207 shares; 2024Q4: 18,454 shares; 2025Q1: 17,476 shares; 2025Q2: 19,751 shares; 2025Q3: 21,351 shares; 2025Q4: 22,569 shares 22,569 $3.63M 0.02% +1,218 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 10,701 shares; 2025Q1: 10,065 shares; 2025Q2: 12,011 shares; 2025Q3: 12,022 shares; 2025Q4: 12,357 shares 12,357 $3.63M 0.02% +335 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 1,688 shares; 2025Q1: 2,253 shares; 2025Q2: 3,029 shares; 2025Q3: 3,676 shares; 2025Q4: 16,647 shares 16,647 $3.62M 0.02% +12,971 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,597 shares; 2025Q1: 30,076 shares; 2025Q2: 34,603 shares; 2025Q3: 30,892 shares; 2025Q4: 33,497 shares 33,497 $3.59M 0.02% +2,605 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,571 shares; 2025Q4: 139,559 shares 139,559 $3.57M 0.02% +19,988 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,207 shares; 2025Q2: 29,141 shares; 2025Q3: 92,973 shares; 2025Q4: 83,154 shares 83,154 $3.56M 0.02% -9,819 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,824 shares; 2024Q4: 9,131 shares; 2025Q1: 10,183 shares; 2025Q2: 14,574 shares; 2025Q3: 18,044 shares; 2025Q4: 19,002 shares 19,002 $3.53M 0.02% +958 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,065 shares; 2025Q1: 2,135 shares; 2025Q2: 36,119 shares; 2025Q3: 37,839 shares; 2025Q4: 38,660 shares 38,660 $3.53M 0.02% +821 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,255 shares; 2024Q4: 14,653 shares; 2025Q1: 13,425 shares; 2025Q2: 13,637 shares; 2025Q3: 14,294 shares; 2025Q4: 17,367 shares 17,367 $3.53M 0.02% +3,073 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,865 shares; 2024Q4: 25,929 shares; 2025Q1: 27,921 shares; 2025Q2: 30,778 shares; 2025Q3: 32,631 shares; 2025Q4: 36,359 shares 36,359 $3.52M 0.02% +3,728 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 8,718 shares; 2025Q1: 11,361 shares; 2025Q2: 12,130 shares; 2025Q3: 12,760 shares; 2025Q4: 16,874 shares 16,874 $3.51M 0.02% +4,114 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,361 shares; 2024Q4: 16,554 shares; 2025Q1: 17,153 shares; 2025Q2: 17,182 shares; 2025Q3: 16,360 shares; 2025Q4: 21,523 shares 21,523 $3.5M 0.02% +5,163 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,967 shares; 2025Q1: 89,478 shares; 2025Q2: 31,798 shares; 2025Q3: 29,964 shares; 2025Q4: 26,340 shares 26,340 $3.5M 0.02% -3,624 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,722 shares; 2024Q4: 406,644 shares; 2025Q1: 342,672 shares; 2025Q2: 309,774 shares; 2025Q3: 322,047 shares; 2025Q4: 316,124 shares 316,124 $3.49M 0.02% -5,923 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,927 shares; 2025Q2: 78,012 shares; 2025Q3: 76,847 shares; 2025Q4: 76,869 shares 76,869 $3.49M 0.02% +22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,777 shares; 2025Q3: 32,633 shares; 2025Q4: 38,680 shares 38,680 $3.48M 0.02% +6,047 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,722 shares; 2024Q4: 198,171 shares; 2025Q1: 155,577 shares; 2025Q2: 87,053 shares; 2025Q3: 78,711 shares; 2025Q4: 73,716 shares 73,716 $3.47M 0.02% -4,995 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,604 shares; 2024Q4: 15,346 shares; 2025Q1: 22,827 shares; 2025Q2: 23,958 shares; 2025Q3: 24,411 shares; 2025Q4: 27,085 shares 27,085 $3.45M 0.02% +2,674 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,395 shares; 2024Q4: 13,143 shares; 2025Q1: 15,427 shares; 2025Q2: 20,021 shares; 2025Q3: 21,198 shares; 2025Q4: 23,515 shares 23,515 $3.45M 0.02% +2,317 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,521 shares; 2025Q2: 37,286 shares; 2025Q3: 39,003 shares; 2025Q4: 36,898 shares 36,898 $3.44M 0.02% -2,105 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,528 shares; 2024Q4: 85,060 shares; 2025Q1: 82,690 shares; 2025Q2: 110,633 shares; 2025Q3: 108,530 shares; 2025Q4: 114,454 shares 114,454 $3.44M 0.02% +5,924 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,605 shares; 2025Q1: 39,551 shares; 2025Q2: 35,358 shares; 2025Q3: 37,626 shares; 2025Q4: 31,215 shares 31,215 $3.44M 0.02% -6,411 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,024 shares; 2024Q4: 41,070 shares; 2025Q1: 45,398 shares; 2025Q2: 48,259 shares; 2025Q3: 54,175 shares; 2025Q4: 69,191 shares 69,191 $3.44M 0.02% +15,016 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,025 shares; 2024Q4: 47,766 shares; 2025Q1: 49,580 shares; 2025Q2: 49,889 shares; 2025Q3: 49,455 shares; 2025Q4: 46,455 shares 46,455 $3.41M 0.02% -3,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,497 shares; 2024Q4: 72,016 shares; 2025Q1: 74,869 shares; 2025Q2: 74,290 shares; 2025Q3: 72,931 shares; 2025Q4: 72,525 shares 72,525 $3.4M 0.02% -406 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 935,044 shares; 2025Q1: 587,231 shares; 2025Q2: 230,047 shares; 2025Q3: 165,674 shares; 2025Q4: 70,082 shares 70,082 $3.39M 0.02% -95,592 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,860 shares; 2024Q4: 23,326 shares; 2025Q1: 21,882 shares; 2025Q2: 22,350 shares; 2025Q3: 21,701 shares; 2025Q4: 35,127 shares 35,127 $3.37M 0.02% +13,426 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,098 shares; 2024Q4: 31,209 shares; 2025Q1: 31,191 shares; 2025Q2: 33,872 shares; 2025Q3: 35,800 shares; 2025Q4: 36,449 shares 36,449 $3.36M 0.02% +649 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,331 shares; 2024Q4: 41,264 shares; 2025Q1: 45,086 shares; 2025Q2: 41,928 shares; 2025Q3: 42,038 shares; 2025Q4: 40,660 shares 40,660 $3.35M 0.02% -1,378 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,330 shares; 2024Q4: 12,313 shares; 2025Q1: 13,813 shares; 2025Q2: 19,953 shares; 2025Q3: 23,545 shares; 2025Q4: 26,192 shares 26,192 $3.34M 0.02% +2,647 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,459 shares; 2024Q4: 40,891 shares; 2025Q1: 41,765 shares; 2025Q2: 44,835 shares; 2025Q3: 47,249 shares; 2025Q4: 55,551 shares 55,551 $3.34M 0.02% +8,302 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,435 shares; 2024Q4: 9,763 shares; 2025Q1: 46,073 shares; 2025Q2: 50,579 shares; 2025Q3: 51,311 shares; 2025Q4: 49,364 shares 49,364 $3.32M 0.02% -1,947 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,932 shares; 2024Q4: 10,355 shares; 2025Q1: 10,150 shares; 2025Q2: 11,949 shares; 2025Q3: 10,341 shares; 2025Q4: 12,900 shares 12,900 $3.32M 0.02% +2,559 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,228 shares; 2024Q4: 206,605 shares; 2025Q1: 172,333 shares; 2025Q2: 134,468 shares; 2025Q3: 92,309 shares; 2025Q4: 72,039 shares 72,039 $3.32M 0.02% -20,270 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 20,565 shares; 2025Q1: 26,448 shares; 2025Q2: 35,803 shares; 2025Q3: 40,245 shares; 2025Q4: 44,852 shares 44,852 $3.31M 0.02% +4,607 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,530 shares; 2025Q3: 66,393 shares; 2025Q4: 76,395 shares 76,395 $3.31M 0.02% +10,002 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 14,364 shares; 2025Q1: 16,645 shares; 2025Q2: 29,731 shares; 2025Q3: 31,889 shares; 2025Q4: 36,141 shares 36,141 $3.31M 0.02% +4,252 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,662 shares; 2024Q4: 220,015 shares; 2025Q1: 207,634 shares; 2025Q2: 210,791 shares; 2025Q3: 200,901 shares; 2025Q4: 251,543 shares 251,543 $3.3M 0.02% +50,642 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,382 shares; 2024Q4: 11,019 shares; 2025Q1: 15,434 shares; 2025Q2: 18,606 shares; 2025Q3: 21,908 shares; 2025Q4: 32,878 shares 32,878 $3.28M 0.02% +10,970 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,315 shares; 2024Q4: 13,582 shares; 2025Q1: 13,822 shares; 2025Q2: 17,140 shares; 2025Q3: 17,205 shares; 2025Q4: 21,682 shares 21,682 $3.28M 0.02% +4,477 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 4,149 shares; 2025Q1: 3,979 shares; 2025Q2: 4,028 shares; 2025Q3: 4,723 shares; 2025Q4: 6,398 shares 6,398 $3.27M 0.02% +1,675 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,813 shares; 2024Q4: 40,809 shares; 2025Q1: 40,556 shares; 2025Q2: 40,475 shares; 2025Q3: 40,482 shares; 2025Q4: 42,768 shares 42,768 $3.22M 0.02% +2,286 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 7,520 shares; 2025Q1: 46,783 shares; 2025Q2: 45,924 shares; 2025Q3: 51,085 shares; 2025Q4: 33,710 shares 33,710 $3.21M 0.02% -17,375 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,481 shares; 2024Q4: 35,097 shares; 2025Q1: 38,333 shares; 2025Q2: 40,827 shares; 2025Q3: 43,117 shares; 2025Q4: 65,118 shares 65,118 $3.2M 0.02% +22,001 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,302 shares; 2024Q4: 83,569 shares; 2025Q1: 113,092 shares; 2025Q2: 126,542 shares; 2025Q3: 127,243 shares; 2025Q4: 125,166 shares 125,166 $3.2M 0.02% -2,077 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,430 shares; 2024Q4: 130,509 shares; 2025Q1: 170,440 shares; 2025Q2: 184,725 shares; 2025Q3: 17,787 shares; 2025Q4: 17,085 shares 17,085 $3.17M 0.02% -702 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,613 shares; 2024Q4: 114,671 shares; 2025Q1: 125,900 shares; 2025Q2: 125,688 shares; 2025Q3: 122,388 shares; 2025Q4: 120,317 shares 120,317 $3.17M 0.02% -2,071 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,267 shares; 2024Q4: 56,270 shares; 2025Q1: 47,251 shares; 2025Q2: 47,743 shares; 2025Q3: 46,725 shares; 2025Q4: 45,006 shares 45,006 $3.14M 0.02% -1,719 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,665 shares; 2024Q4: 5,804 shares; 2025Q1: 6,717 shares; 2025Q2: 6,880 shares; 2025Q3: 7,517 shares; 2025Q4: 8,952 shares 8,952 $3.14M 0.02% +1,435 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,113 shares; 2024Q4: 14,020 shares; 2025Q1: 14,938 shares; 2025Q2: 16,027 shares; 2025Q3: 17,698 shares; 2025Q4: 19,848 shares 19,848 $3.13M 0.02% +2,150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,484 shares; 2025Q1: 2,470 shares; 2025Q2: 2,475 shares; 2025Q3: 11,630 shares; 2025Q4: 10,280 shares 10,280 $3.11M 0.02% -1,350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,816 shares 119,816 $3.1M 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,677 shares; 2024Q4: 15,096 shares; 2025Q1: 22,798 shares; 2025Q2: 21,225 shares; 2025Q3: 20,674 shares; 2025Q4: 22,204 shares 22,204 $3.09M 0.02% +1,530 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 7,026 shares; 2025Q1: 6,681 shares; 2025Q2: 6,752 shares; 2025Q3: 6,601 shares; 2025Q4: 8,029 shares 8,029 $3.08M 0.02% +1,428 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,274 shares; 2024Q4: 16,271 shares; 2025Q1: 18,916 shares; 2025Q2: 25,121 shares; 2025Q3: 28,771 shares; 2025Q4: 44,302 shares 44,302 $3.07M 0.02% +15,531 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,126 shares; 2024Q4: 25,394 shares; 2025Q1: 27,638 shares; 2025Q2: 29,024 shares; 2025Q3: 30,769 shares; 2025Q4: 33,089 shares 33,089 $3.07M 0.02% +2,320 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,389 shares; 2025Q4: 111,488 shares 111,488 $3.04M 0.02% -39,901 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,731 shares; 2025Q1: 77,491 shares; 2025Q2: 11,256 shares; 2025Q3: 14,749 shares; 2025Q4: 25,408 shares 25,408 $3.03M 0.02% +10,659 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174,357 shares; 2025Q2: 176,159 shares; 2025Q3: 175,760 shares; 2025Q4: 175,860 shares 175,860 $3.03M 0.02% +100 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,621 shares; 2024Q4: 26,686 shares; 2025Q1: 164,897 shares; 2025Q2: 170,485 shares; 2025Q3: 176,748 shares; 2025Q4: 179,537 shares 179,537 $3.01M 0.02% +2,789 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,007 shares; 2024Q4: 38,367 shares; 2025Q1: 30,617 shares; 2025Q2: 35,133 shares; 2025Q3: 49,289 shares; 2025Q4: 49,391 shares 49,391 $2.98M 0.02% +102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,262 shares; 2024Q4: 39,764 shares; 2025Q1: 50,599 shares; 2025Q2: 49,818 shares; 2025Q3: 49,107 shares; 2025Q4: 47,175 shares 47,175 $2.98M 0.02% -1,932 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,365 shares; 2025Q2: not reported; 2025Q3: 25,136 shares; 2025Q4: 24,588 shares 24,588 $2.97M 0.02% -548 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 7,353 shares; 2025Q1: 10,928 shares; 2025Q2: 15,287 shares; 2025Q3: 10,943 shares; 2025Q4: 15,813 shares 15,813 $2.97M 0.02% +4,870 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,869 shares; 2024Q4: 59,557 shares; 2025Q1: 60,666 shares; 2025Q2: 77,013 shares; 2025Q3: 75,195 shares; 2025Q4: 81,740 shares 81,740 $2.97M 0.02% +6,545 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,837 shares; 2024Q4: 496,984 shares; 2025Q1: 81,040 shares; 2025Q2: 72,281 shares; 2025Q3: 75,962 shares; 2025Q4: 76,951 shares 76,951 $2.95M 0.02% +989 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,831 shares; 2024Q4: 77,691 shares; 2025Q1: 75,005 shares; 2025Q2: 133,913 shares; 2025Q3: 150,908 shares; 2025Q4: 164,991 shares 164,991 $2.94M 0.02% +14,083 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,047 shares; 2024Q4: 6,890 shares; 2025Q1: 7,053 shares; 2025Q2: 9,986 shares; 2025Q3: 11,232 shares; 2025Q4: 14,352 shares 14,352 $2.93M 0.02% +3,120 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,390 shares; 2025Q4: 40,842 shares 40,842 $2.93M 0.02% -3,548 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 4,736 shares; 2025Q1: 6,018 shares; 2025Q2: 8,200 shares; 2025Q3: 9,009 shares; 2025Q4: 14,190 shares 14,190 $2.91M 0.02% +5,181 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,413 shares; 2025Q1: 1,431 shares; 2025Q2: 1,691 shares; 2025Q3: 2,124 shares; 2025Q4: 3,117 shares 3,117 $2.91M 0.02% +993 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,651 shares; 2025Q1: 3,784 shares; 2025Q2: 4,515 shares; 2025Q3: 4,601 shares; 2025Q4: 5,693 shares 5,693 $2.91M 0.02% +1,092 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 8,503 shares; 2025Q1: 9,328 shares; 2025Q2: 9,301 shares; 2025Q3: 9,277 shares; 2025Q4: 16,058 shares 16,058 $2.89M 0.02% +6,781 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,535 shares; 2024Q4: 13,496 shares; 2025Q1: 14,052 shares; 2025Q2: 19,795 shares; 2025Q3: 22,187 shares; 2025Q4: 28,916 shares 28,916 $2.87M 0.02% +6,729 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,101 shares; 2024Q4: 15,306 shares; 2025Q1: 16,094 shares; 2025Q2: 21,887 shares; 2025Q3: 24,528 shares; 2025Q4: 32,957 shares 32,957 $2.87M 0.02% +8,429 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,957 shares; 2025Q1: 3,391 shares; 2025Q2: 4,422 shares; 2025Q3: 14,358 shares; 2025Q4: 17,574 shares 17,574 $2.87M 0.02% +3,216 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 8,078 shares; 2025Q1: 23,495 shares; 2025Q2: 26,461 shares; 2025Q3: 30,237 shares; 2025Q4: 33,380 shares 33,380 $2.85M 0.02% +3,143 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,506 shares; 2025Q3: 6,871 shares; 2025Q4: 8,334 shares 8,334 $2.83M 0.02% +1,463 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,305 shares; 2024Q4: 32,891 shares; 2025Q1: 13,579 shares; 2025Q2: 16,036 shares; 2025Q3: 16,512 shares; 2025Q4: 20,718 shares 20,718 $2.83M 0.02% +4,206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,683 shares; 2024Q4: 183,965 shares; 2025Q1: 200,041 shares; 2025Q2: 71,608 shares; 2025Q3: 84,529 shares; 2025Q4: 86,401 shares 86,401 $2.83M 0.02% +1,872 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 7,762 shares; 2025Q1: 7,751 shares; 2025Q2: 10,394 shares; 2025Q3: 13,647 shares; 2025Q4: 17,355 shares 17,355 $2.81M 0.02% +3,708 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,027 shares; 2024Q4: 2,094 shares; 2025Q1: 2,795 shares; 2025Q2: 2,388 shares; 2025Q3: 2,747 shares; 2025Q4: 7,785 shares 7,785 $2.8M 0.02% +5,038 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,172 shares; 2024Q4: 18,391 shares; 2025Q1: 19,995 shares; 2025Q2: 21,273 shares; 2025Q3: 22,898 shares; 2025Q4: 20,535 shares 20,535 $2.8M 0.02% -2,363 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,876 shares; 2024Q4: 62,434 shares; 2025Q1: 64,825 shares; 2025Q2: 79,683 shares; 2025Q3: 105,568 shares; 2025Q4: 119,626 shares 119,626 $2.79M 0.02% +14,058 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,661 shares; 2024Q4: 8,986 shares; 2025Q1: 9,769 shares; 2025Q2: 12,256 shares; 2025Q3: 13,552 shares; 2025Q4: 17,314 shares 17,314 $2.78M 0.02% +3,762 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,032 shares; 2024Q4: 11,290 shares; 2025Q1: 12,041 shares; 2025Q2: 13,876 shares; 2025Q3: 14,073 shares; 2025Q4: 11,328 shares 11,328 $2.75M 0.02% -2,745 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,947 shares; 2024Q4: 16,018 shares; 2025Q1: 16,969 shares; 2025Q2: 20,637 shares; 2025Q3: 19,643 shares; 2025Q4: 24,939 shares 24,939 $2.75M 0.02% +5,296 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,981 shares; 2024Q4: 10,442 shares; 2025Q1: 10,026 shares; 2025Q2: 10,193 shares; 2025Q3: 21,115 shares; 2025Q4: 24,164 shares 24,164 $2.73M 0.02% +3,049 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,763 shares; 2024Q4: 23,621 shares; 2025Q1: 22,958 shares; 2025Q2: 42,769 shares; 2025Q3: 50,025 shares; 2025Q4: 48,258 shares 48,258 $2.72M 0.02% -1,767 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,301 shares; 2025Q4: 56,586 shares 56,586 $2.71M 0.02% -3,715 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 8,799 shares; 2025Q1: 8,030 shares; 2025Q2: 8,946 shares; 2025Q3: 9,400 shares; 2025Q4: 13,193 shares 13,193 $2.71M 0.02% +3,793 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,775 shares; 2024Q4: 29,046 shares; 2025Q1: 32,940 shares; 2025Q2: 34,073 shares; 2025Q3: 73,853 shares; 2025Q4: 74,198 shares 74,198 $2.71M 0.02% +345 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,806 shares; 2024Q4: 209,611 shares; 2025Q1: 38,765 shares; 2025Q2: 39,283 shares; 2025Q3: 22,737 shares; 2025Q4: 21,547 shares 21,547 $2.71M 0.02% -1,190 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 2,706 shares; 2025Q1: 4,056 shares; 2025Q2: 4,978 shares; 2025Q3: 6,128 shares; 2025Q4: 6,095 shares 6,095 $2.71M 0.02% -33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 7,417 shares; 2025Q1: 7,411 shares; 2025Q2: 7,640 shares; 2025Q3: 7,706 shares; 2025Q4: 9,413 shares 9,413 $2.7M 0.02% +1,707 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,615 shares; 2024Q4: 16,403 shares; 2025Q1: 16,938 shares; 2025Q2: 16,896 shares; 2025Q3: 19,812 shares; 2025Q4: 19,711 shares 19,711 $2.7M 0.02% -101 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,685 shares; 2025Q1: 1,937 shares; 2025Q2: 2,694 shares; 2025Q3: 3,237 shares; 2025Q4: 3,985 shares 3,985 $2.7M 0.02% +748 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,211 shares; 2024Q4: 32,720 shares; 2025Q1: 27,841 shares; 2025Q2: 32,531 shares; 2025Q3: 34,612 shares; 2025Q4: 34,589 shares 34,589 $2.69M 0.02% -23 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,768 shares; 2025Q2: 36,110 shares; 2025Q3: 34,470 shares; 2025Q4: 36,471 shares 36,471 $2.69M 0.02% +2,001 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 9,846 shares; 2025Q1: 9,533 shares; 2025Q2: 14,346 shares; 2025Q3: 15,582 shares; 2025Q4: 21,485 shares 21,485 $2.68M 0.02% +5,903 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,917 shares; 2025Q2: 45,781 shares; 2025Q3: 58,071 shares; 2025Q4: 83,780 shares 83,780 $2.66M 0.01% +25,709 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 4,976 shares; 2025Q1: 4,701 shares; 2025Q2: 6,706 shares; 2025Q3: 7,425 shares; 2025Q4: 8,492 shares 8,492 $2.65M 0.01% +1,067 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,559 shares; 2025Q1: 1,420 shares; 2025Q2: 1,844 shares; 2025Q3: 2,132 shares; 2025Q4: 3,241 shares 3,241 $2.62M 0.01% +1,109 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,326 shares; 2025Q1: 6,860 shares; 2025Q2: 7,580 shares; 2025Q3: 8,335 shares; 2025Q4: 11,508 shares 11,508 $2.62M 0.01% +3,173 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 6,179 shares; 2025Q1: 10,977 shares; 2025Q2: 23,137 shares; 2025Q3: 24,534 shares; 2025Q4: 28,608 shares 28,608 $2.61M 0.01% +4,074 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 3,775 shares; 2025Q1: 3,891 shares; 2025Q2: 5,369 shares; 2025Q3: 6,939 shares; 2025Q4: 9,478 shares 9,478 $2.61M 0.01% +2,539 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,671 shares; 2024Q4: 22,876 shares; 2025Q1: 24,714 shares; 2025Q2: 31,995 shares; 2025Q3: 36,841 shares; 2025Q4: 44,558 shares 44,558 $2.6M 0.01% +7,717 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,241 shares; 2024Q4: 22,794 shares; 2025Q1: 23,332 shares; 2025Q2: 30,414 shares; 2025Q3: 30,879 shares; 2025Q4: 41,342 shares 41,342 $2.58M 0.01% +10,463 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,965 shares; 2025Q2: 34,636 shares; 2025Q3: 34,841 shares; 2025Q4: 31,006 shares 31,006 $2.54M 0.01% -3,835 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,530 shares; 2024Q4: 87,612 shares; 2025Q1: 11,795 shares; 2025Q2: 10,105 shares; 2025Q3: 11,467 shares; 2025Q4: 17,574 shares 17,574 $2.53M 0.01% +6,107 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,719 shares; 2024Q4: 16,410 shares; 2025Q1: 15,010 shares; 2025Q2: 15,181 shares; 2025Q3: 17,573 shares; 2025Q4: 19,608 shares 19,608 $2.53M 0.01% +2,035 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 3,076 shares; 2025Q1: 3,225 shares; 2025Q2: 4,559 shares; 2025Q3: 4,739 shares; 2025Q4: 5,402 shares 5,402 $2.52M 0.01% +663 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 5,477 shares; 2025Q1: 5,247 shares; 2025Q2: 5,621 shares; 2025Q3: 5,629 shares; 2025Q4: 6,467 shares 6,467 $2.52M 0.01% +838 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,469 shares; 2024Q4: 5,063 shares; 2025Q1: 5,254 shares; 2025Q2: 5,541 shares; 2025Q3: 5,374 shares; 2025Q4: 13,871 shares 13,871 $2.51M 0.01% +8,497 Timeline