VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859,091 shares; 2024Q4: 1,034,295 shares; 2025Q1: 1,482,650 shares; 2025Q2: 1,562,640 shares; 2025Q3: 1,722,849 shares; 2025Q4: 1,821,477 shares; 2026Q1: 1,852,424 shares; 2026Q2: 1,869,358 shares 1,869,358 $93.9M 15.87% +16,934 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,373 shares; 2024Q4: 142,199 shares; 2025Q1: 144,441 shares; 2025Q2: 145,259 shares; 2025Q3: 144,256 shares; 2025Q4: 144,060 shares; 2026Q1: 143,711 shares; 2026Q2: 142,547 shares 142,547 $33.7M 5.7% -1,164 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,840 shares; 2024Q4: 162,923 shares; 2025Q1: 161,887 shares; 2025Q2: 160,148 shares; 2025Q3: 157,879 shares; 2025Q4: 156,558 shares; 2026Q1: 154,828 shares; 2026Q2: 154,262 shares 154,262 $33.6M 5.68% -566 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587,337 shares; 2024Q4: 588,335 shares; 2025Q1: 590,521 shares; 2025Q2: 580,277 shares; 2025Q3: 584,852 shares; 2025Q4: 584,642 shares; 2026Q1: 578,787 shares; 2026Q2: 571,990 shares 571,990 $21.3M 3.6% -6,797 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,943 shares; 2024Q4: 399,304 shares; 2025Q1: 404,504 shares; 2025Q2: 403,599 shares; 2025Q3: 398,173 shares; 2025Q4: 394,842 shares; 2026Q1: 389,963 shares; 2026Q2: 382,858 shares 382,858 $20.2M 3.41% -7,105 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,946 shares; 2024Q4: 102,045 shares; 2025Q1: 99,747 shares; 2025Q2: 93,413 shares; 2025Q3: 85,498 shares; 2025Q4: 80,476 shares; 2026Q1: 79,186 shares; 2026Q2: 75,052 shares 75,052 $18.2M 3.08% -4,134 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,487 shares; 2024Q4: 53,542 shares; 2025Q1: 53,220 shares; 2025Q2: 52,063 shares; 2025Q3: 51,736 shares; 2025Q4: 50,379 shares; 2026Q1: 49,240 shares; 2026Q2: 48,000 shares 48,000 $17.2M 2.9% -1,240 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,750 shares; 2024Q4: 184,346 shares; 2025Q1: 187,502 shares; 2025Q2: 202,076 shares; 2025Q3: 244,320 shares; 2025Q4: 257,299 shares; 2026Q1: 263,468 shares; 2026Q2: 292,229 shares 292,229 $17M 2.87% +28,761 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 168,454 shares; 2025Q1: 222,279 shares; 2025Q2: 236,529 shares; 2025Q3: 269,993 shares; 2025Q4: 305,609 shares; 2026Q1: 319,593 shares; 2026Q2: 328,907 shares 328,907 $15.7M 2.65% +9,314 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,240 shares; 2024Q4: 30,813 shares; 2025Q1: 29,700 shares; 2025Q2: 29,375 shares; 2025Q3: 28,857 shares; 2025Q4: 28,834 shares; 2026Q1: 28,550 shares; 2026Q2: 28,567 shares 28,567 $14.3M 2.42% +17 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,351 shares; 2024Q4: 37,150 shares; 2025Q1: 36,602 shares; 2025Q2: 36,007 shares; 2025Q3: 36,002 shares; 2025Q4: 35,897 shares; 2026Q1: 35,213 shares; 2026Q2: 34,882 shares 34,882 $10.1M 1.71% -331 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,254 shares; 2024Q4: 14,790 shares; 2025Q1: 13,671 shares; 2025Q2: 12,739 shares; 2025Q3: 11,126 shares; 2025Q4: 10,330 shares; 2026Q1: 9,824 shares; 2026Q2: 8,767 shares 8,767 $9.34M 1.58% -1,057 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,673 shares; 2024Q4: 218,999 shares; 2025Q1: 224,541 shares; 2025Q2: 224,160 shares; 2025Q3: 219,458 shares; 2025Q4: 219,120 shares; 2026Q1: 217,003 shares; 2026Q2: 225,022 shares 225,022 $9.14M 1.55% +8,019 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,716 shares; 2024Q4: 35,879 shares; 2025Q1: 68,329 shares; 2025Q2: 85,422 shares; 2025Q3: 91,967 shares; 2025Q4: 94,394 shares; 2026Q1: 96,628 shares; 2026Q2: 99,554 shares 99,554 $8.08M 1.37% +2,926 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,625 shares; 2024Q4: 22,320 shares; 2025Q1: 22,236 shares; 2025Q2: 21,752 shares; 2025Q3: 21,018 shares; 2025Q4: 20,907 shares; 2026Q1: 20,880 shares; 2026Q2: 21,031 shares 21,031 $7.84M 1.33% +151 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,416 shares; 2024Q4: 24,408 shares; 2025Q1: 24,561 shares; 2025Q2: 23,912 shares; 2025Q3: 22,714 shares; 2025Q4: 22,368 shares; 2026Q1: 21,981 shares; 2026Q2: 21,920 shares 21,920 $7.76M 1.31% -61 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,278 shares; 2024Q4: 60,468 shares; 2025Q1: 71,072 shares; 2025Q2: 64,586 shares; 2025Q3: 78,137 shares; 2025Q4: 82,590 shares; 2026Q1: 83,031 shares; 2026Q2: 77,073 shares 77,073 $7.76M 1.31% -5,958 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,069 shares; 2024Q4: 90,910 shares; 2025Q1: 90,505 shares; 2025Q2: 89,486 shares; 2025Q3: 87,985 shares; 2025Q4: 87,748 shares; 2026Q1: 87,222 shares; 2026Q2: 86,038 shares 86,038 $7.55M 1.28% -1,184 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; 2024Q3: 99,911 shares; 2024Q4: 121,739 shares; 2025Q1: 141,075 shares; 2025Q2: 145,873 shares; 2025Q3: 162,688 shares; 2025Q4: 169,829 shares; 2026Q1: 174,594 shares; 2026Q2: 184,091 shares 184,091 $7.28M 1.23% +9,497 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,341 shares; 2024Q4: 22,924 shares; 2025Q1: 22,245 shares; 2025Q2: 21,916 shares; 2025Q3: 21,539 shares; 2025Q4: 21,169 shares; 2026Q1: 20,981 shares; 2026Q2: 20,738 shares 20,738 $6.79M 1.15% -243 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,569 shares; 2024Q4: 29,588 shares; 2025Q1: 31,079 shares; 2025Q2: 30,524 shares; 2025Q3: 29,670 shares; 2025Q4: 28,520 shares; 2026Q1: 27,585 shares; 2026Q2: 26,678 shares 26,678 $6.78M 1.15% -907 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,759 shares; 2024Q4: 70,539 shares; 2025Q1: 68,763 shares; 2025Q2: 67,955 shares; 2025Q3: 66,541 shares; 2025Q4: 64,288 shares; 2026Q1: 63,070 shares; 2026Q2: 56,891 shares 56,891 $6.68M 1.13% -6,179 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,917 shares; 2024Q4: 28,478 shares; 2025Q1: 69,256 shares; 2025Q2: 75,188 shares; 2025Q3: 77,726 shares; 2025Q4: 84,444 shares; 2026Q1: 87,135 shares; 2026Q2: 90,520 shares 90,520 $6.33M 1.07% +3,385 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,041 shares; 2024Q4: 130,252 shares; 2025Q1: 124,100 shares; 2025Q2: 93,927 shares; 2025Q3: 78,939 shares; 2025Q4: 80,549 shares; 2026Q1: 79,803 shares; 2026Q2: 79,428 shares 79,428 $6.28M 1.06% -375 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,122 shares; 2024Q4: 41,446 shares; 2025Q1: 41,216 shares; 2025Q2: 40,785 shares; 2025Q3: 40,655 shares; 2025Q4: 40,697 shares; 2026Q1: 40,765 shares; 2026Q2: 40,575 shares 40,575 $5.95M 1.01% -190 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,273 shares; 2024Q4: 178,591 shares; 2025Q1: 189,719 shares; 2025Q2: 193,308 shares; 2025Q3: 209,952 shares; 2025Q4: 233,262 shares; 2026Q1: 255,608 shares; 2026Q2: 265,518 shares 265,518 $5.92M 1% +9,910 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,604 shares; 2024Q4: 37,148 shares; 2025Q1: 36,858 shares; 2025Q2: 36,208 shares; 2025Q3: 33,783 shares; 2025Q4: 32,683 shares; 2026Q1: 31,525 shares; 2026Q2: 30,685 shares 30,685 $5.82M 0.98% -840 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,560 shares; 2024Q4: 77,125 shares; 2025Q1: 69,866 shares; 2025Q2: 67,946 shares; 2025Q3: 63,191 shares; 2025Q4: 62,531 shares; 2026Q1: 61,618 shares; 2026Q2: 59,718 shares 59,718 $5.58M 0.94% -1,900 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,088 shares; 2024Q4: 43,938 shares; 2025Q1: 40,005 shares; 2025Q2: 41,321 shares; 2025Q3: 41,760 shares; 2025Q4: 39,878 shares; 2026Q1: 38,498 shares; 2026Q2: 35,472 shares 35,472 $5.57M 0.94% -3,026 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,611 shares; 2024Q4: 42,636 shares; 2025Q1: 43,059 shares; 2025Q2: 43,051 shares; 2025Q3: 41,448 shares; 2025Q4: 41,495 shares; 2026Q1: 40,808 shares; 2026Q2: 40,605 shares 40,605 $5.25M 0.89% -203 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,218 shares; 2024Q4: 16,480 shares; 2025Q1: 16,049 shares; 2025Q2: 16,675 shares; 2025Q3: 17,363 shares; 2025Q4: 16,929 shares; 2026Q1: 16,871 shares; 2026Q2: 14,188 shares 14,188 $5.25M 0.89% -2,683 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,617 shares; 2024Q4: 21,962 shares; 2025Q1: 18,966 shares; 2025Q2: 17,203 shares; 2025Q3: 14,358 shares; 2025Q4: 13,346 shares; 2026Q1: 13,070 shares; 2026Q2: 12,294 shares 12,294 $4.64M 0.78% -776 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,276 shares; 2024Q4: 12,390 shares; 2025Q1: 11,823 shares; 2025Q2: 11,777 shares; 2025Q3: 11,629 shares; 2025Q4: 11,621 shares; 2026Q1: 11,285 shares; 2026Q2: 11,212 shares 11,212 $4.06M 0.69% -73 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,884 shares; 2024Q4: 23,414 shares; 2025Q1: 23,555 shares; 2025Q2: 23,295 shares; 2025Q3: 23,004 shares; 2025Q4: 23,083 shares; 2026Q1: 22,894 shares; 2026Q2: 22,031 shares 22,031 $3.59M 0.61% -863 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,017 shares; 2024Q4: 13,963 shares; 2025Q1: 13,274 shares; 2025Q2: 13,145 shares; 2025Q3: 12,770 shares; 2025Q4: 12,802 shares; 2026Q1: 12,724 shares; 2026Q2: 12,600 shares 12,600 $3.43M 0.58% -124 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,486 shares; 2024Q4: 20,290 shares; 2025Q1: 20,313 shares; 2025Q2: 20,317 shares; 2025Q3: 20,344 shares; 2025Q4: 20,407 shares; 2026Q1: 20,268 shares; 2026Q2: 20,165 shares 20,165 $3.34M 0.56% -103 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,055 shares; 2024Q4: 43,413 shares; 2025Q1: 43,192 shares; 2025Q2: 42,612 shares; 2025Q3: 42,360 shares; 2025Q4: 42,222 shares; 2026Q1: 42,109 shares; 2026Q2: 41,757 shares 41,757 $3.19M 0.54% -352 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,151 shares; 2024Q4: 7,218 shares; 2025Q1: 7,262 shares; 2025Q2: 7,427 shares; 2025Q3: 7,628 shares; 2025Q4: 7,730 shares; 2026Q1: 7,603 shares; 2026Q2: 7,619 shares 7,619 $3.17M 0.54% +16 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,415 shares; 2025Q2: 16,586 shares; 2025Q3: 17,074 shares; 2025Q4: 18,382 shares; 2026Q1: 51,016 shares; 2026Q2: 54,050 shares 54,050 $3.05M 0.52% +3,034 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,800 shares; 2024Q4: 58,252 shares; 2025Q1: 56,763 shares; 2025Q2: 56,532 shares; 2025Q3: 54,988 shares; 2025Q4: 53,841 shares; 2026Q1: 52,692 shares; 2026Q2: 52,576 shares 52,576 $3M 0.51% -116 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,076 shares; 2024Q4: 3,018 shares; 2025Q1: 3,065 shares; 2025Q2: 3,032 shares; 2025Q3: 3,041 shares; 2025Q4: 3,056 shares; 2026Q1: 3,048 shares; 2026Q2: 3,055 shares 3,055 $2.94M 0.5% +7 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,725 shares; 2025Q1: 13,111 shares; 2025Q2: 16,477 shares; 2025Q3: 27,146 shares; 2025Q4: 40,737 shares; 2026Q1: 45,529 shares; 2026Q2: 55,972 shares 55,972 $2.84M 0.48% +10,443 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,844 shares; 2024Q4: 36,301 shares; 2025Q1: 36,202 shares; 2025Q2: 36,534 shares; 2025Q3: 35,878 shares; 2025Q4: 35,556 shares; 2026Q1: 33,509 shares; 2026Q2: 33,311 shares 33,311 $2.82M 0.48% -198 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,332 shares; 2024Q4: 13,102 shares; 2025Q1: 12,247 shares; 2025Q2: 12,039 shares; 2025Q3: 12,028 shares; 2025Q4: 11,884 shares; 2026Q1: 11,634 shares; 2026Q2: 11,483 shares 11,483 $2.74M 0.46% -151 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,104 shares; 2024Q4: 26,128 shares; 2025Q1: 25,501 shares; 2025Q2: 25,173 shares; 2025Q3: 24,630 shares; 2025Q4: 25,083 shares; 2026Q1: 25,773 shares; 2026Q2: 28,203 shares 28,203 $2.74M 0.46% +2,430 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,902 shares; 2024Q4: 19,788 shares; 2025Q1: 19,436 shares; 2025Q2: 19,352 shares; 2025Q3: 18,873 shares; 2025Q4: 18,373 shares; 2026Q1: 18,069 shares; 2026Q2: 17,729 shares 17,729 $2.6M 0.44% -340 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,896 shares; 2024Q4: 22,952 shares; 2025Q1: 22,631 shares; 2025Q2: 24,815 shares; 2025Q3: 24,190 shares; 2025Q4: 23,587 shares; 2026Q1: 22,555 shares; 2026Q2: 22,067 shares 22,067 $2.59M 0.44% -488 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,665 shares; 2024Q4: 16,704 shares; 2025Q1: 16,809 shares; 2025Q2: 17,011 shares; 2025Q3: 16,894 shares; 2025Q4: 16,693 shares; 2026Q1: 16,367 shares; 2026Q2: 15,942 shares 15,942 $2.45M 0.41% -425 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,372 shares; 2024Q4: 16,730 shares; 2025Q1: 17,662 shares; 2025Q2: 18,384 shares; 2025Q3: 17,326 shares; 2025Q4: 17,461 shares; 2026Q1: 17,646 shares; 2026Q2: 17,914 shares 17,914 $2.43M 0.41% +268 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,665 shares; 2024Q4: 9,759 shares; 2025Q1: 9,684 shares; 2025Q2: 9,656 shares; 2025Q3: 9,215 shares; 2025Q4: 9,011 shares; 2026Q1: 8,988 shares; 2026Q2: 8,832 shares 8,832 $2.4M 0.41% -156 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 2,637 shares; 2025Q2: 2,881 shares; 2025Q3: 3,452 shares; 2025Q4: 4,324 shares; 2026Q1: 5,212 shares; 2026Q2: 6,821 shares 6,821 $2.35M 0.4% +1,609 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,069 shares 10,069 $2.25M 0.38% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,022 shares 10,022 $2.22M 0.37% new Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,857 shares; 2025Q2: 50,255 shares; 2025Q3: 65,807 shares; 2025Q4: 70,522 shares; 2026Q1: 72,511 shares; 2026Q2: 76,055 shares 76,055 $2.03M 0.34% +3,544 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,077 shares; 2024Q4: 3,173 shares; 2025Q1: 9,033 shares; 2025Q2: 11,303 shares; 2025Q3: 11,506 shares; 2025Q4: 11,651 shares; 2026Q1: 11,545 shares; 2026Q2: 11,543 shares 11,543 $2.03M 0.34% -2 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,374 shares; 2024Q4: 4,154 shares; 2025Q1: 4,108 shares; 2025Q2: 4,064 shares; 2025Q3: 4,038 shares; 2025Q4: 4,034 shares; 2026Q1: 3,977 shares; 2026Q2: 3,962 shares 3,962 $2.02M 0.34% -15 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; 2024Q3: 17,373 shares; 2024Q4: 17,964 shares; 2025Q1: 18,172 shares; 2025Q2: 18,385 shares; 2025Q3: 19,191 shares; 2025Q4: 18,927 shares; 2026Q1: 21,295 shares; 2026Q2: 22,209 shares 22,209 $1.92M 0.32% +914 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,614 shares; 2024Q4: 6,678 shares; 2025Q1: 8,934 shares; 2025Q2: 10,303 shares; 2025Q3: 10,419 shares; 2025Q4: 10,679 shares; 2026Q1: 10,833 shares; 2026Q2: 11,872 shares 11,872 $1.8M 0.3% +1,039 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,695 shares; 2024Q4: 39,087 shares; 2025Q1: 39,067 shares; 2025Q2: 38,964 shares; 2025Q3: 38,632 shares; 2025Q4: 38,569 shares; 2026Q1: 37,970 shares; 2026Q2: 37,566 shares 37,566 $1.79M 0.3% -404 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,364 shares; 2024Q4: 1,670 shares; 2025Q1: 2,892 shares; 2025Q2: 3,556 shares; 2025Q3: 3,717 shares; 2025Q4: 3,768 shares; 2026Q1: 3,719 shares; 2026Q2: 3,763 shares 3,763 $1.74M 0.29% +44 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,768 shares; 2025Q2: 9,934 shares; 2025Q3: 12,325 shares; 2025Q4: 13,120 shares; 2026Q1: 13,083 shares; 2026Q2: 12,800 shares 12,800 $1.67M 0.28% -283 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,459 shares; 2024Q4: 24,918 shares; 2025Q1: 25,877 shares; 2025Q2: 25,013 shares; 2025Q3: 24,295 shares; 2025Q4: 23,888 shares; 2026Q1: 22,758 shares; 2026Q2: 25,899 shares 25,899 $1.55M 0.26% +3,141 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,006 shares; 2026Q2: 29,082 shares 29,082 $1.54M 0.26% +2,076 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,974 shares; 2026Q1: 8,961 shares; 2026Q2: 9,761 shares 9,761 $1.5M 0.25% +800 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 3,042 shares; 2025Q1: 6,813 shares; 2025Q2: 8,227 shares; 2025Q3: 9,350 shares; 2025Q4: 10,790 shares; 2026Q1: 11,316 shares; 2026Q2: 14,106 shares 14,106 $1.47M 0.25% +2,790 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,598 shares; 2024Q4: 2,589 shares; 2025Q1: 2,770 shares; 2025Q2: 2,763 shares; 2025Q3: 2,706 shares; 2025Q4: 2,525 shares; 2026Q1: 2,362 shares; 2026Q2: 2,016 shares 2,016 $1.46M 0.25% -346 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,149 shares; 2025Q1: 31,875 shares; 2025Q2: 44,868 shares; 2025Q3: 46,407 shares; 2025Q4: 48,232 shares; 2026Q1: 47,014 shares; 2026Q2: 56,923 shares 56,923 $1.4M 0.24% +9,909 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,843 shares; 2024Q4: 14,587 shares; 2025Q1: 15,706 shares; 2025Q2: 16,487 shares; 2025Q3: 16,645 shares; 2025Q4: 16,624 shares; 2026Q1: 16,713 shares; 2026Q2: 25,691 shares 25,691 $1.39M 0.23% +8,978 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; 2024Q3: 2,520 shares; 2024Q4: 2,919 shares; 2025Q1: 4,959 shares; 2025Q2: 6,376 shares; 2025Q3: 6,657 shares; 2025Q4: 6,720 shares; 2026Q1: 6,733 shares; 2026Q2: 6,824 shares 6,824 $1.38M 0.23% +91 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,084 shares; 2024Q4: 33,862 shares; 2025Q1: 33,146 shares; 2025Q2: 32,575 shares; 2025Q3: 31,257 shares; 2025Q4: 31,051 shares; 2026Q1: 30,388 shares; 2026Q2: 29,938 shares 29,938 $1.35M 0.23% -450 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,350 shares; 2024Q4: 8,915 shares; 2025Q1: 11,347 shares; 2025Q2: 12,610 shares; 2025Q3: 13,973 shares; 2025Q4: 14,068 shares; 2026Q1: 14,616 shares; 2026Q2: 16,289 shares 16,289 $1.29M 0.22% +1,673 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,595 shares; 2024Q4: 19,713 shares; 2025Q1: 20,318 shares; 2025Q2: 19,676 shares; 2025Q3: 19,612 shares; 2025Q4: 19,932 shares; 2026Q1: 19,670 shares; 2026Q2: 19,130 shares 19,130 $1.22M 0.21% -540 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,436 shares; 2024Q4: 32,576 shares; 2025Q1: 32,762 shares; 2025Q2: 32,908 shares; 2025Q3: 31,513 shares; 2025Q4: 30,856 shares; 2026Q1: 29,838 shares; 2026Q2: 29,154 shares 29,154 $1.22M 0.21% -684 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 507 shares; 2024Q4: 367 shares; 2025Q1: 4,499 shares; 2025Q2: 4,691 shares; 2025Q3: 4,873 shares; 2025Q4: 4,574 shares; 2026Q1: 3,960 shares; 2026Q2: 3,407 shares 3,407 $1.2M 0.2% -553 Timeline TCAF 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; 2024Q3: 31,030 shares; 2024Q4: 31,745 shares; 2025Q1: 32,061 shares; 2025Q2: 32,144 shares; 2025Q3: 30,631 shares; 2025Q4: 29,600 shares; 2026Q1: 29,543 shares; 2026Q2: 29,024 shares 29,024 $1.19M 0.2% -519 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,048 shares; 2024Q4: 25,745 shares; 2025Q1: 29,361 shares; 2025Q2: 28,370 shares; 2025Q3: 28,035 shares; 2025Q4: 27,381 shares; 2026Q1: 25,000 shares; 2026Q2: 23,446 shares 23,446 $1.16M 0.2% -1,554 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,708 shares; 2025Q2: 3,106 shares; 2025Q3: 3,853 shares; 2025Q4: 4,254 shares; 2026Q1: 4,762 shares; 2026Q2: 5,618 shares 5,618 $1.15M 0.19% +856 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907 shares; 2024Q4: 1,079 shares; 2025Q1: 745 shares; 2025Q2: 877 shares; 2025Q3: 916 shares; 2025Q4: 1,221 shares; 2026Q1: 1,338 shares; 2026Q2: 1,667 shares 1,667 $1.14M 0.19% +329 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; 2024Q3: 25,604 shares; 2024Q4: 25,737 shares; 2025Q1: 25,902 shares; 2025Q2: 25,851 shares; 2025Q3: 24,966 shares; 2025Q4: 24,873 shares; 2026Q1: 23,880 shares; 2026Q2: 23,210 shares 23,210 $1.14M 0.19% -670 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,618 shares; 2024Q4: 15,676 shares; 2025Q1: 5,470 shares; 2025Q2: 5,133 shares; 2025Q3: 4,652 shares; 2025Q4: 3,860 shares; 2026Q1: 3,711 shares; 2026Q2: 3,307 shares 3,307 $1.12M 0.19% -404 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 356 shares; 2025Q1: 2,353 shares; 2025Q2: 6,291 shares; 2025Q3: 7,866 shares; 2025Q4: 8,998 shares; 2026Q1: 9,196 shares; 2026Q2: 9,924 shares 9,924 $1.12M 0.19% +728 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,318 shares; 2024Q4: 10,550 shares; 2025Q1: 11,399 shares; 2025Q2: 11,388 shares; 2025Q3: 31,236 shares; 2025Q4: 35,641 shares; 2026Q1: 37,358 shares; 2026Q2: 40,365 shares 40,365 $1.06M 0.18% +3,007 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,015 shares; 2024Q4: 7,247 shares; 2025Q1: 4,875 shares; 2025Q2: 4,637 shares; 2025Q3: 4,811 shares; 2025Q4: 4,926 shares; 2026Q1: 5,741 shares; 2026Q2: 11,602 shares 11,602 $1.05M 0.18% +5,861 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,480 shares; 2024Q4: 5,205 shares; 2025Q1: 6,132 shares; 2025Q2: 7,235 shares; 2025Q3: 8,842 shares; 2025Q4: 8,759 shares; 2026Q1: 8,853 shares; 2026Q2: 9,670 shares 9,670 $1.04M 0.18% +817 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,264 shares; 2024Q4: 9,355 shares; 2025Q1: 6,283 shares; 2025Q2: 6,051 shares; 2025Q3: 6,323 shares; 2025Q4: 6,897 shares; 2026Q1: 8,729 shares; 2026Q2: 10,535 shares 10,535 $1.04M 0.18% +1,806 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,205 shares; 2025Q2: 7,838 shares; 2025Q3: 10,468 shares; 2025Q4: 11,228 shares; 2026Q1: 11,251 shares; 2026Q2: 11,413 shares 11,413 $1.02M 0.17% +162 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,792 shares; 2024Q4: 3,762 shares; 2025Q1: 3,672 shares; 2025Q2: 3,543 shares; 2025Q3: 3,521 shares; 2025Q4: 3,538 shares; 2026Q1: 3,506 shares; 2026Q2: 3,576 shares 3,576 $999K 0.17% +70 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,627 shares; 2024Q4: 7,407 shares; 2025Q1: 6,744 shares; 2025Q2: 6,595 shares; 2025Q3: 6,134 shares; 2025Q4: 5,984 shares; 2026Q1: 5,853 shares; 2026Q2: 5,718 shares 5,718 $999K 0.17% -135 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,997 shares; 2025Q2: 7,386 shares; 2025Q3: 9,664 shares; 2025Q4: 11,027 shares; 2026Q1: 11,197 shares; 2026Q2: 11,932 shares 11,932 $997K 0.17% +735 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,881 shares; 2024Q4: 2,631 shares; 2025Q1: 2,527 shares; 2025Q2: 2,667 shares; 2025Q3: 2,709 shares; 2025Q4: 3,011 shares; 2026Q1: 3,102 shares; 2026Q2: 3,130 shares 3,130 $918K 0.16% +28 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,859 shares; 2024Q4: 19,473 shares; 2025Q1: 18,382 shares; 2025Q2: 17,633 shares; 2025Q3: 17,883 shares; 2025Q4: 17,898 shares; 2026Q1: 17,989 shares; 2026Q2: 16,886 shares 16,886 $915K 0.15% -1,103 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,705 shares; 2024Q4: 11,074 shares; 2025Q1: 24,504 shares; 2025Q2: 30,099 shares; 2025Q3: 31,864 shares; 2025Q4: 32,445 shares; 2026Q1: 33,594 shares; 2026Q2: 37,694 shares 37,694 $908K 0.15% +4,100 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,514 shares; 2024Q4: 11,098 shares; 2025Q1: 7,410 shares; 2025Q2: 7,336 shares; 2025Q3: 7,631 shares; 2025Q4: 7,554 shares; 2026Q1: 7,719 shares; 2026Q2: 7,650 shares 7,650 $897K 0.15% -69 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 5,226 shares; 2025Q1: 5,028 shares; 2025Q2: 4,425 shares; 2025Q3: 2,400 shares; 2025Q4: 2,011 shares; 2026Q1: 1,851 shares; 2026Q2: 1,381 shares 1,381 $878K 0.15% -470 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,852 shares; 2024Q4: 5,840 shares; 2025Q1: 7,256 shares; 2025Q2: 9,983 shares; 2025Q3: 12,540 shares; 2025Q4: 13,526 shares; 2026Q1: 15,066 shares; 2026Q2: 21,289 shares 21,289 $854K 0.14% +6,223 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,885 shares; 2024Q4: 14,609 shares; 2025Q1: 14,891 shares; 2025Q2: 15,413 shares; 2025Q3: 15,643 shares; 2025Q4: 15,417 shares; 2026Q1: 15,756 shares; 2026Q2: 20,077 shares 20,077 $828K 0.14% +4,321 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,934 shares; 2026Q2: 23,239 shares 23,239 $821K 0.14% +1,305 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; 2024Q3: 7,827 shares; 2024Q4: 24,857 shares; 2025Q1: 26,398 shares; 2025Q2: 27,268 shares; 2025Q3: 26,748 shares; 2025Q4: 27,437 shares; 2026Q1: 27,659 shares; 2026Q2: 25,908 shares 25,908 $806K 0.14% -1,751 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,361 shares; 2024Q4: 3,223 shares; 2025Q1: 2,908 shares; 2025Q2: 11,332 shares; 2025Q3: 10,542 shares; 2025Q4: 9,755 shares; 2026Q1: 9,607 shares; 2026Q2: 9,064 shares 9,064 $789K 0.13% -543 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: 971 shares; 2025Q1: 928 shares; 2025Q2: 922 shares; 2025Q3: 883 shares; 2025Q4: 824 shares; 2026Q1: 806 shares; 2026Q2: 771 shares 771 $780K 0.13% -35 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,745 shares; 2024Q4: 15,828 shares; 2025Q1: 12,684 shares; 2025Q2: 12,562 shares; 2025Q3: 10,960 shares; 2025Q4: 10,824 shares; 2026Q1: 10,369 shares; 2026Q2: 9,429 shares 9,429 $779K 0.13% -940 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,362 shares; 2024Q4: 3,813 shares; 2025Q1: 3,835 shares; 2025Q2: 3,975 shares; 2025Q3: 3,866 shares; 2025Q4: 3,740 shares; 2026Q1: 3,426 shares; 2026Q2: 3,460 shares 3,460 $763K 0.13% +34 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,569 shares; 2024Q4: 4,309 shares; 2025Q1: 4,980 shares; 2025Q2: 5,447 shares; 2025Q3: 5,795 shares; 2025Q4: 6,509 shares; 2026Q1: 7,544 shares; 2026Q2: 7,910 shares 7,910 $755K 0.13% +366 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,691 shares; 2024Q4: 1,697 shares; 2025Q1: 1,860 shares; 2025Q2: 1,867 shares; 2025Q3: 1,842 shares; 2025Q4: 1,833 shares; 2026Q1: 1,752 shares; 2026Q2: 1,613 shares 1,613 $734K 0.12% -139 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,663 shares; 2024Q4: 4,808 shares; 2025Q1: 4,749 shares; 2025Q2: 4,796 shares; 2025Q3: 3,419 shares; 2025Q4: 3,731 shares; 2026Q1: 4,538 shares; 2026Q2: 4,989 shares 4,989 $731K 0.12% +451 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,559 shares; 2024Q4: 46,255 shares; 2025Q1: 18,110 shares; 2025Q2: 11,973 shares; 2025Q3: 7,121 shares; 2025Q4: 8,592 shares; 2026Q1: 7,560 shares; 2026Q2: 7,208 shares 7,208 $716K 0.12% -352 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,932 shares; 2025Q3: 11,099 shares; 2025Q4: 15,734 shares; 2026Q1: 19,905 shares; 2026Q2: 26,867 shares 26,867 $713K 0.12% +6,962 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,828 shares; 2024Q4: 38,836 shares; 2025Q1: 36,049 shares; 2025Q2: 29,873 shares; 2025Q3: 17,541 shares; 2025Q4: 14,077 shares; 2026Q1: 13,287 shares; 2026Q2: 10,932 shares 10,932 $666K 0.11% -2,355 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; 2024Q3: 12,185 shares; 2024Q4: 11,519 shares; 2025Q1: 11,806 shares; 2025Q2: 11,799 shares; 2025Q3: 10,800 shares; 2025Q4: 9,299 shares; 2026Q1: 3,543 shares; 2026Q2: 3,487 shares 3,487 $659K 0.11% -56 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,636 shares; 2024Q4: 6,328 shares; 2025Q1: 5,767 shares; 2025Q2: 5,660 shares; 2025Q3: 5,352 shares; 2025Q4: 5,126 shares; 2026Q1: 5,038 shares; 2026Q2: 4,546 shares 4,546 $657K 0.11% -492 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,613 shares 15,613 $647K 0.11% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,216 shares; 2025Q3: 19,165 shares; 2025Q4: 19,569 shares; 2026Q1: 20,359 shares; 2026Q2: 24,425 shares 24,425 $641K 0.11% +4,066 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,835 shares; 2024Q4: 8,054 shares; 2025Q1: 9,111 shares; 2025Q2: 9,641 shares; 2025Q3: 10,523 shares; 2025Q4: 10,389 shares; 2026Q1: 10,292 shares; 2026Q2: 8,695 shares 8,695 $640K 0.11% -1,597 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,358 shares 5,358 $638K 0.11% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,119 shares; 2024Q4: 4,146 shares; 2025Q1: 4,027 shares; 2025Q2: 4,007 shares; 2025Q3: 4,070 shares; 2025Q4: 3,959 shares; 2026Q1: 3,840 shares; 2026Q2: 3,815 shares 3,815 $622K 0.11% -25 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,750 shares; 2024Q4: 5,062 shares; 2025Q1: 5,657 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,150 shares; 2026Q2: 4,373 shares 4,373 $611K 0.1% -777 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,929 shares; 2024Q4: 2,903 shares; 2025Q1: 3,051 shares; 2025Q2: 3,042 shares; 2025Q3: 2,999 shares; 2025Q4: 3,094 shares; 2026Q1: 3,010 shares; 2026Q2: 2,802 shares 2,802 $598K 0.1% -208 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; 2024Q3: 1,888 shares; 2024Q4: 1,917 shares; 2025Q1: 3,665 shares; 2025Q2: 3,538 shares; 2025Q3: 3,476 shares; 2025Q4: 3,338 shares; 2026Q1: 2,624 shares; 2026Q2: 2,116 shares 2,116 $592K 0.1% -508 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,278 shares; 2025Q3: 5,382 shares; 2025Q4: 6,309 shares; 2026Q1: 8,159 shares; 2026Q2: 11,429 shares 11,429 $582K 0.1% +3,270 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,341 shares; 2024Q4: 4,894 shares; 2025Q1: 5,131 shares; 2025Q2: 5,443 shares; 2025Q3: 4,869 shares; 2025Q4: 4,488 shares; 2026Q1: 4,181 shares; 2026Q2: 3,915 shares 3,915 $581K 0.1% -266 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,564 shares; 2024Q4: 1,522 shares; 2025Q1: 1,571 shares; 2025Q2: 1,578 shares; 2025Q3: 1,572 shares; 2025Q4: 1,686 shares; 2026Q1: 2,032 shares; 2026Q2: 2,128 shares 2,128 $560K 0.09% +96 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,556 shares; 2024Q4: 15,336 shares; 2025Q1: 13,390 shares; 2025Q2: 13,141 shares; 2025Q3: 12,375 shares; 2025Q4: 11,512 shares; 2026Q1: 11,484 shares; 2026Q2: 11,286 shares 11,286 $559K 0.09% -198 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,897 shares; 2024Q4: 6,617 shares; 2025Q1: 5,847 shares; 2025Q2: 5,738 shares; 2025Q3: 5,497 shares; 2025Q4: 5,349 shares; 2026Q1: 7,982 shares; 2026Q2: 7,948 shares 7,948 $555K 0.09% -34 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,230 shares; 2024Q4: 1,190 shares; 2025Q1: 1,134 shares; 2025Q2: 1,128 shares; 2025Q3: 1,103 shares; 2025Q4: 1,049 shares; 2026Q1: 1,045 shares; 2026Q2: 984 shares 984 $554K 0.09% -61 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; 2024Q3: 5,598 shares; 2024Q4: 5,413 shares; 2025Q1: 4,580 shares; 2025Q2: 4,471 shares; 2025Q3: 4,308 shares; 2025Q4: 4,196 shares; 2026Q1: 4,179 shares; 2026Q2: 4,107 shares 4,107 $553K 0.09% -72 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 3,530 shares; 2025Q1: 3,170 shares; 2025Q2: 3,151 shares; 2025Q3: 3,176 shares; 2025Q4: 3,212 shares; 2026Q1: 3,190 shares; 2026Q2: 3,172 shares 3,172 $546K 0.09% -18 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,962 shares; 2024Q4: 1,956 shares; 2025Q1: 1,863 shares; 2025Q2: 1,819 shares; 2025Q3: 1,822 shares; 2025Q4: 1,563 shares; 2026Q1: 1,577 shares; 2026Q2: 1,572 shares 1,572 $539K 0.09% -5 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,544 shares; 2024Q4: 4,418 shares; 2025Q1: 3,945 shares; 2025Q2: 3,910 shares; 2025Q3: 3,764 shares; 2025Q4: 3,714 shares; 2026Q1: 3,761 shares; 2026Q2: 3,750 shares 3,750 $503K 0.09% -11 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,303 shares; 2024Q4: 2,274 shares; 2025Q1: 2,152 shares; 2025Q2: 2,080 shares; 2025Q3: 2,031 shares; 2025Q4: 1,998 shares; 2026Q1: 2,033 shares; 2026Q2: 2,012 shares 2,012 $503K 0.09% -21 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,427 shares; 2024Q4: 1,435 shares; 2025Q1: 1,577 shares; 2025Q2: 1,589 shares; 2025Q3: 1,606 shares; 2025Q4: 1,609 shares; 2026Q1: 1,570 shares; 2026Q2: 1,558 shares 1,558 $471K 0.08% -12 Timeline DXIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 287 shares; 2025Q2: not reported; 2025Q3: 4,147 shares; 2025Q4: 4,496 shares; 2026Q1: 5,769 shares; 2026Q2: 6,642 shares 6,642 $465K 0.08% +873 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 151 shares; 2025Q1: 304 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,533 shares 1,533 $465K 0.08% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,127 shares; 2024Q4: 22,096 shares; 2025Q1: 11,521 shares; 2025Q2: 9,753 shares; 2025Q3: 5,020 shares; 2025Q4: 5,088 shares; 2026Q1: 5,070 shares; 2026Q2: 4,978 shares 4,978 $454K 0.08% -92 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,513 shares; 2024Q4: 6,368 shares; 2025Q1: 6,012 shares; 2025Q2: 5,902 shares; 2025Q3: 6,132 shares; 2025Q4: 6,612 shares; 2026Q1: 6,865 shares; 2026Q2: 7,069 shares 7,069 $453K 0.08% +204 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,521 shares; 2024Q4: 2,527 shares; 2025Q1: 2,720 shares; 2025Q2: 2,738 shares; 2025Q3: 2,919 shares; 2025Q4: 3,555 shares; 2026Q1: 3,726 shares; 2026Q2: 3,657 shares 3,657 $445K 0.08% -69 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,527 shares; 2024Q4: 14,356 shares; 2025Q1: 14,888 shares; 2025Q2: 14,943 shares; 2025Q3: 14,589 shares; 2025Q4: 14,543 shares; 2026Q1: 14,534 shares; 2026Q2: 14,230 shares 14,230 $435K 0.07% -304 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,098 shares; 2024Q4: 9,662 shares; 2025Q1: 12,439 shares; 2025Q2: 13,455 shares; 2025Q3: 13,000 shares; 2025Q4: 13,630 shares; 2026Q1: 13,797 shares; 2026Q2: 13,641 shares 13,641 $433K 0.07% -156 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,674 shares; 2024Q4: 4,702 shares; 2025Q1: 5,015 shares; 2025Q2: 5,073 shares; 2025Q3: 5,140 shares; 2025Q4: 5,191 shares; 2026Q1: 5,170 shares; 2026Q2: 5,156 shares 5,156 $431K 0.07% -14 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,803 shares; 2024Q4: 17,681 shares; 2025Q1: 17,681 shares; 2025Q2: 17,170 shares; 2025Q3: 17,170 shares; 2025Q4: 17,170 shares; 2026Q1: 17,170 shares; 2026Q2: 16,420 shares 16,420 $425K 0.07% -750 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,259 shares; 2024Q4: 2,234 shares; 2025Q1: 2,281 shares; 2025Q2: 2,264 shares; 2025Q3: 2,201 shares; 2025Q4: 2,083 shares; 2026Q1: 2,064 shares; 2026Q2: 2,058 shares 2,058 $422K 0.07% -6 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; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 206 shares; 2025Q2: 199 shares; 2025Q3: 210 shares; 2025Q4: 211 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $410K 0.07% 0 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,185 shares; 2025Q4: 3,559 shares; 2026Q1: 4,197 shares; 2026Q2: 4,300 shares 4,300 $400K 0.07% +103 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares; 2026Q1: 5,306 shares; 2026Q2: 7,657 shares 7,657 $391K 0.07% +2,351 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,668 shares; 2024Q4: 1,488 shares; 2025Q1: 1,385 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares 2,175 $384K 0.06% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,443 shares; 2025Q2: not reported; 2025Q3: 10,038 shares; 2025Q4: 11,418 shares; 2026Q1: 12,573 shares; 2026Q2: 15,207 shares 15,207 $384K 0.06% +2,634 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 2,953 shares; 2025Q4: 3,274 shares; 2026Q1: 3,549 shares; 2026Q2: 3,907 shares 3,907 $376K 0.06% +358 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,712 shares; 2025Q4: 3,153 shares; 2026Q1: 3,594 shares; 2026Q2: 3,827 shares 3,827 $376K 0.06% +233 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,599 shares; 2025Q4: 1,818 shares; 2026Q1: 1,941 shares; 2026Q2: 2,124 shares 2,124 $376K 0.06% +183 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: 1,983 shares; 2025Q1: 2,232 shares; 2025Q2: 2,233 shares; 2025Q3: 2,321 shares; 2025Q4: 2,517 shares; 2026Q1: 2,658 shares; 2026Q2: 2,667 shares 2,667 $375K 0.06% +9 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,885 shares; 2025Q3: 7,806 shares; 2025Q4: 8,589 shares; 2026Q1: 9,836 shares; 2026Q2: 10,814 shares 10,814 $366K 0.06% +978 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707 shares; 2024Q4: 696 shares; 2025Q1: 736 shares; 2025Q2: 738 shares; 2025Q3: 744 shares; 2025Q4: 753 shares; 2026Q1: 721 shares; 2026Q2: 718 shares 718 $366K 0.06% -3 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,075 shares; 2026Q1: 5,246 shares; 2026Q2: 7,259 shares 7,259 $358K 0.06% +2,013 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497 shares; 2024Q4: 497 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 421 shares; 2026Q2: 486 shares 486 $358K 0.06% +65 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; 2024Q3: not reported; 2024Q4: 1,279 shares; 2025Q1: 2,529 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,110 shares; 2026Q2: 9,214 shares 9,214 $357K 0.06% +3,104 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,611 shares; 2024Q4: 2,550 shares; 2025Q1: 2,119 shares; 2025Q2: 2,119 shares; 2025Q3: 2,126 shares; 2025Q4: 2,146 shares; 2026Q1: 2,184 shares; 2026Q2: 2,187 shares 2,187 $354K 0.06% +3 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794 shares; 2024Q4: 736 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 691 shares; 2025Q4: 685 shares; 2026Q1: 686 shares; 2026Q2: 686 shares 686 $344K 0.06% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,818 shares; 2025Q2: 4,980 shares; 2025Q3: 5,894 shares; 2025Q4: 5,952 shares; 2026Q1: 5,898 shares; 2026Q2: 5,610 shares 5,610 $343K 0.06% -288 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,178 shares; 2024Q4: 4,071 shares; 2025Q1: 3,962 shares; 2025Q2: 3,861 shares; 2025Q3: 3,745 shares; 2025Q4: 3,681 shares; 2026Q1: 3,675 shares; 2026Q2: 3,687 shares 3,687 $340K 0.06% +12 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,713 shares 4,713 $336K 0.06% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,978 shares; 2024Q4: 6,866 shares; 2025Q1: 6,862 shares; 2025Q2: 6,903 shares; 2025Q3: 6,912 shares; 2025Q4: 6,796 shares; 2026Q1: 6,525 shares; 2026Q2: 6,453 shares 6,453 $333K 0.06% -72 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 1,076 shares; 2025Q1: 1,187 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,211 shares; 2026Q1: 1,182 shares; 2026Q2: 1,149 shares 1,149 $333K 0.06% -33 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,484 shares; 2024Q4: 1,486 shares; 2025Q1: 1,498 shares; 2025Q2: 1,429 shares; 2025Q3: 1,476 shares; 2025Q4: 1,543 shares; 2026Q1: 1,603 shares; 2026Q2: 2,554 shares 2,554 $318K 0.05% +951 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,263 shares; 2024Q4: 2,281 shares; 2025Q1: 1,752 shares; 2025Q2: 1,682 shares; 2025Q3: not reported; 2025Q4: 1,542 shares; 2026Q1: 1,538 shares; 2026Q2: 1,525 shares 1,525 $315K 0.05% -13 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,560 shares; 2024Q4: 2,454 shares; 2025Q1: 2,662 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,778 shares; 2026Q1: 3,723 shares; 2026Q2: 3,916 shares 3,916 $312K 0.05% +193 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,196 shares; 2024Q4: 9,115 shares; 2025Q1: 9,128 shares; 2025Q2: 8,931 shares; 2025Q3: 9,427 shares; 2025Q4: 10,172 shares; 2026Q1: 10,583 shares; 2026Q2: 10,728 shares 10,728 $302K 0.05% +145 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,449 shares; 2024Q4: 1,470 shares; 2025Q1: 1,606 shares; 2025Q2: 1,617 shares; 2025Q3: 1,525 shares; 2025Q4: 1,530 shares; 2026Q1: 1,565 shares; 2026Q2: 1,581 shares 1,581 $302K 0.05% +16 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,207 shares; 2024Q4: 5,557 shares; 2025Q1: 5,101 shares; 2025Q2: 5,087 shares; 2025Q3: 4,269 shares; 2025Q4: not reported; 2026Q1: 4,735 shares; 2026Q2: 4,579 shares 4,579 $285K 0.05% -156 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,418 shares; 2024Q4: 3,845 shares; 2025Q1: 2,621 shares; 2025Q2: 2,627 shares; 2025Q3: 2,713 shares; 2025Q4: 2,845 shares; 2026Q1: 2,808 shares; 2026Q2: 2,784 shares 2,784 $284K 0.05% -24 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 862 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 862 shares; 2026Q2: 4,310 shares 4,310 $284K 0.05% +3,448 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares; 2026Q2: 770 shares 770 $284K 0.05% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 1,805 shares; 2025Q1: 1,740 shares; 2025Q2: 1,639 shares; 2025Q3: 1,474 shares; 2025Q4: 1,403 shares; 2026Q1: 1,423 shares; 2026Q2: 1,413 shares 1,413 $283K 0.05% -10 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 295 shares; 2025Q1: 367 shares; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 419 shares; 2026Q1: 417 shares; 2026Q2: 414 shares 414 $276K 0.05% -3 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,361 shares 3,361 $271K 0.05% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 663 shares; 2024Q4: 647 shares; 2025Q1: 635 shares; 2025Q2: 632 shares; 2025Q3: 633 shares; 2025Q4: 648 shares; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $263K 0.04% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 951 shares; 2025Q1: 1,048 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: 1,135 shares; 2026Q2: 1,127 shares 1,127 $256K 0.04% -8 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438 shares; 2024Q4: 629 shares; 2025Q1: 757 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,612 shares 4,612 $245K 0.04% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,691 shares; 2024Q4: 1,661 shares; 2025Q1: 1,685 shares; 2025Q2: 1,683 shares; 2025Q3: 1,632 shares; 2025Q4: 1,646 shares; 2026Q1: 1,625 shares; 2026Q2: 1,617 shares 1,617 $231K 0.04% -8 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,364 shares 5,364 $224K 0.04% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,889 shares; 2024Q4: 63,089 shares; 2025Q1: 62,962 shares; 2025Q2: 55,723 shares; 2025Q3: 20,902 shares; 2025Q4: 13,239 shares; 2026Q1: 12,204 shares; 2026Q2: 6,399 shares 6,399 $223K 0.04% -5,805 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561 shares; 2024Q4: 554 shares; 2025Q1: 512 shares; 2025Q2: 498 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 491 shares; 2026Q2: 794 shares 794 $207K 0.04% +303 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175 shares; 2024Q4: 1,179 shares; 2025Q1: 1,321 shares; 2025Q2: 1,326 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,432 shares; 2026Q2: 1,450 shares 1,450 $202K 0.03% +18 Timeline