SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,939,840 shares; 2025Q1: 1,997,828 shares; 2025Q2: 2,082,849 shares; 2025Q3: 2,086,855 shares; 2025Q4: 2,126,176 shares; 2026Q1: 2,174,288 shares; 2026Q2: 2,266,615 shares; 2026Q3: 2,297,939 shares 2,297,939 $67.4M 11.01% +31,324 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 986,466 shares; 2025Q1: 1,031,633 shares; 2025Q2: 1,063,227 shares; 2025Q3: 1,082,347 shares; 2025Q4: 1,110,436 shares; 2026Q1: 1,146,791 shares; 2026Q2: 1,190,025 shares; 2026Q3: 1,293,160 shares 1,293,160 $56M 9.15% +103,135 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 772,502 shares; 2025Q1: 859,881 shares; 2025Q2: 905,394 shares; 2025Q3: 995,823 shares; 2025Q4: 1,044,797 shares; 2026Q1: 1,069,252 shares; 2026Q2: 1,115,295 shares; 2026Q3: 1,163,061 shares 1,163,061 $54.6M 8.92% +47,766 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 329,708 shares; 2025Q1: 337,910 shares; 2025Q2: 351,980 shares; 2025Q3: 337,284 shares; 2025Q4: 346,339 shares; 2026Q1: 355,479 shares; 2026Q2: 370,318 shares; 2026Q3: 360,100 shares 360,100 $44.3M 7.25% -10,218 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 359,381 shares; 2025Q1: 398,188 shares; 2025Q2: 417,476 shares; 2025Q3: 689,581 shares; 2025Q4: 730,004 shares; 2026Q1: 760,685 shares; 2026Q2: 812,667 shares; 2026Q3: 877,982 shares 877,982 $43.4M 7.1% +65,315 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 371,972 shares; 2025Q1: 396,907 shares; 2025Q2: 415,230 shares; 2025Q3: 430,590 shares; 2025Q4: 441,743 shares; 2026Q1: 449,262 shares; 2026Q2: 462,477 shares; 2026Q3: 501,101 shares 501,101 $38.7M 6.33% +38,624 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 404,607 shares; 2025Q1: 503,454 shares; 2025Q2: 529,746 shares; 2025Q3: 678,423 shares; 2025Q4: 752,410 shares; 2026Q1: 772,229 shares; 2026Q2: 834,456 shares; 2026Q3: 958,910 shares 958,910 $26.1M 4.26% +124,454 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226,497 shares; 2026Q2: 265,413 shares; 2026Q3: 250,839 shares 250,839 $23.6M 3.86% -14,574 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,327 shares; 2025Q1: 44,257 shares; 2025Q2: 44,257 shares; 2025Q3: 44,257 shares; 2025Q4: 44,257 shares; 2026Q1: 44,372 shares; 2026Q2: 177,378 shares; 2026Q3: 177,371 shares 177,371 $22.2M 3.63% -7 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,137 shares; 2025Q1: 104,272 shares; 2025Q2: 107,230 shares; 2025Q3: 111,440 shares; 2025Q4: 115,163 shares; 2026Q1: 220,648 shares; 2026Q2: 241,685 shares; 2026Q3: 226,124 shares 226,124 $21.4M 3.49% -15,561 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262,121 shares; 2025Q4: 285,878 shares; 2026Q1: 302,545 shares; 2026Q2: 317,289 shares; 2026Q3: 311,354 shares 311,354 $20.1M 3.28% -5,935 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,311,918 shares; 2025Q1: 1,340,110 shares; 2025Q2: 1,383,074 shares; 2025Q3: 468,471 shares; 2025Q4: 451,228 shares; 2026Q1: 433,243 shares; 2026Q2: 428,381 shares; 2026Q3: 423,022 shares 423,022 $13.8M 2.25% -5,359 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 509,248 shares; 2025Q1: 530,514 shares; 2025Q2: 550,378 shares; 2025Q3: 538,643 shares; 2025Q4: 503,965 shares; 2026Q1: 546,108 shares; 2026Q2: 554,362 shares; 2026Q3: 595,879 shares 595,879 $12.9M 2.1% +41,517 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,182 shares; 2025Q1: 17,090 shares; 2025Q2: 17,065 shares; 2025Q3: 17,070 shares; 2025Q4: 16,865 shares; 2026Q1: 16,842 shares; 2026Q2: 16,835 shares; 2026Q3: 16,823 shares 16,823 $11.8M 1.93% -12 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,802 shares; 2025Q1: 37,402 shares; 2025Q2: 37,840 shares; 2025Q3: 38,215 shares; 2025Q4: 42,515 shares; 2026Q1: 43,516 shares; 2026Q2: 42,997 shares; 2026Q3: 42,955 shares 42,955 $9.81M 1.6% -42 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,451 shares; 2025Q1: 38,451 shares; 2025Q2: 38,451 shares; 2025Q3: 38,451 shares; 2025Q4: 38,451 shares; 2026Q1: 38,698 shares; 2026Q2: 38,698 shares; 2026Q3: 38,698 shares 38,698 $9.59M 1.57% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,751 shares; 2025Q1: 22,825 shares; 2025Q2: 22,759 shares; 2025Q3: 22,806 shares; 2025Q4: 23,604 shares; 2026Q1: 23,300 shares; 2026Q2: 24,893 shares; 2026Q3: 24,368 shares 24,368 $8.11M 1.33% -525 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,776 shares; 2025Q1: 61,702 shares; 2025Q2: 61,538 shares; 2025Q3: 56,409 shares; 2025Q4: 56,130 shares; 2026Q1: 59,359 shares; 2026Q2: 58,544 shares; 2026Q3: 58,175 shares 58,175 $6.8M 1.11% -369 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,230 shares; 2025Q1: 9,055 shares; 2025Q2: 9,111 shares; 2025Q3: 9,125 shares; 2025Q4: 9,059 shares; 2026Q1: 9,013 shares; 2026Q2: 9,009 shares; 2026Q3: 8,764 shares 8,764 $6.71M 1.1% -245 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,946 shares; 2025Q1: 61,657 shares; 2025Q2: 61,672 shares; 2025Q3: 61,447 shares; 2025Q4: 61,473 shares; 2026Q1: 61,260 shares; 2026Q2: 60,663 shares; 2026Q3: 61,044 shares 61,044 $6.51M 1.07% +381 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,325 shares; 2025Q1: 18,254 shares; 2025Q2: 18,254 shares; 2025Q3: 18,254 shares; 2025Q4: 18,254 shares; 2026Q1: 18,283 shares; 2026Q2: 18,254 shares; 2026Q3: 18,254 shares 18,254 $5.07M 0.83% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,611 shares; 2025Q1: 8,192 shares; 2025Q2: 8,377 shares; 2025Q3: 8,410 shares; 2025Q4: 8,627 shares; 2026Q1: 8,962 shares; 2026Q2: 8,941 shares; 2026Q3: 8,913 shares 8,913 $4.57M 0.75% -28 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,517 shares; 2025Q1: 57,288 shares; 2025Q2: 54,586 shares; 2025Q3: 54,360 shares; 2025Q4: 54,121 shares; 2026Q1: 53,796 shares; 2026Q2: 53,373 shares; 2026Q3: 53,299 shares 53,299 $4.33M 0.71% -74 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,169 shares; 2025Q1: 33,068 shares; 2025Q2: 32,973 shares; 2025Q3: 29,068 shares; 2025Q4: 27,815 shares; 2026Q1: 25,714 shares; 2026Q2: 25,461 shares; 2026Q3: 25,161 shares 25,161 $3.91M 0.64% -300 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,140 shares; 2025Q1: 100,481 shares; 2025Q2: 99,569 shares; 2025Q3: 98,662 shares; 2025Q4: 96,533 shares; 2026Q1: 96,108 shares; 2026Q2: 95,855 shares; 2026Q3: 95,237 shares 95,237 $3.11M 0.51% -618 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,649 shares; 2025Q1: 12,611 shares; 2025Q2: 12,611 shares; 2025Q3: 12,462 shares; 2025Q4: 12,430 shares; 2026Q1: 12,209 shares; 2026Q2: 12,158 shares; 2026Q3: 12,174 shares 12,174 $2.84M 0.46% +16 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,071 shares; 2025Q1: 7,324 shares; 2025Q2: 7,257 shares; 2025Q3: 7,220 shares; 2025Q4: 7,464 shares; 2026Q1: 7,580 shares; 2026Q2: 7,806 shares; 2026Q3: 8,081 shares 8,081 $2.78M 0.45% +275 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,316 shares; 2025Q1: 8,689 shares; 2025Q2: 9,215 shares; 2025Q3: 9,754 shares; 2025Q4: 10,024 shares; 2026Q1: 10,515 shares; 2026Q2: 10,639 shares; 2026Q3: 10,623 shares 10,623 $2.65M 0.43% -16 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,919 shares; 2025Q1: 48,448 shares; 2025Q2: 48,320 shares; 2025Q3: 47,650 shares; 2025Q4: 47,435 shares; 2026Q1: 47,438 shares; 2026Q2: 49,295 shares; 2026Q3: 49,225 shares 49,225 $2.48M 0.41% -70 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,646 shares; 2025Q1: 17,882 shares; 2025Q2: 18,016 shares; 2025Q3: 6,478 shares; 2025Q4: 6,432 shares; 2026Q1: 17,813 shares; 2026Q2: 17,494 shares; 2026Q3: 16,419 shares 16,419 $2.39M 0.39% -1,075 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,914 shares; 2025Q1: 5,929 shares; 2025Q2: 5,915 shares; 2025Q3: 5,863 shares; 2025Q4: 5,811 shares; 2026Q1: 4,415 shares; 2026Q2: 26,492 shares; 2026Q3: 26,012 shares 26,012 $2.34M 0.38% -480 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,280 shares; 2025Q1: 64,132 shares; 2025Q2: 61,618 shares; 2025Q3: 47,486 shares; 2025Q4: 47,276 shares; 2026Q1: 46,810 shares; 2026Q2: 45,984 shares; 2026Q3: 45,952 shares 45,952 $2.32M 0.38% -32 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,219 shares; 2025Q1: 16,763 shares; 2025Q2: 16,699 shares; 2025Q3: 15,439 shares; 2025Q4: 15,396 shares; 2026Q1: 16,467 shares; 2026Q2: 16,455 shares; 2026Q3: 16,959 shares 16,959 $2.31M 0.38% +504 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; 2024Q4: 26,479 shares; 2025Q1: 25,804 shares; 2025Q2: 25,812 shares; 2025Q3: 24,165 shares; 2025Q4: 24,106 shares; 2026Q1: 23,702 shares; 2026Q2: 23,675 shares; 2026Q3: 23,454 shares 23,454 $2.21M 0.36% -221 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,027 shares; 2025Q1: 1,700 shares; 2025Q2: 1,901 shares; 2025Q3: 1,821 shares; 2025Q4: 2,898 shares; 2026Q1: 5,197 shares; 2026Q2: 5,737 shares; 2026Q3: 5,976 shares 5,976 $2.1M 0.34% +239 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,765 shares; 2025Q1: 5,706 shares; 2025Q2: 6,030 shares; 2025Q3: 6,153 shares; 2025Q4: 6,358 shares; 2026Q1: 6,442 shares; 2026Q2: 6,517 shares; 2026Q3: 6,340 shares 6,340 $2.1M 0.34% -177 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,647 shares; 2025Q1: 33,281 shares; 2025Q2: 30,573 shares; 2025Q3: 29,906 shares; 2025Q4: 29,809 shares; 2026Q1: 29,252 shares; 2026Q2: 28,881 shares; 2026Q3: 28,799 shares 28,799 $2.03M 0.33% -82 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; 2024Q4: 73,523 shares; 2025Q1: 71,116 shares; 2025Q2: 70,447 shares; 2025Q3: 69,412 shares; 2025Q4: 69,460 shares; 2026Q1: 57,649 shares; 2026Q2: 56,858 shares; 2026Q3: 57,249 shares 57,249 $1.95M 0.32% +391 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,132 shares; 2025Q1: 14,891 shares; 2025Q2: 15,440 shares; 2025Q3: 16,103 shares; 2025Q4: 16,121 shares; 2026Q1: 16,636 shares; 2026Q2: 16,548 shares; 2026Q3: 16,581 shares 16,581 $1.72M 0.28% +33 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,450 shares; 2025Q1: 4,370 shares; 2025Q2: 4,366 shares; 2025Q3: 3,518 shares; 2025Q4: 3,446 shares; 2026Q1: 4,271 shares; 2026Q2: 4,258 shares; 2026Q3: 4,070 shares 4,070 $1.52M 0.25% -188 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,981 shares; 2025Q1: 14,957 shares; 2025Q2: 14,953 shares; 2025Q3: 14,929 shares; 2025Q4: 14,939 shares; 2026Q1: 14,549 shares; 2026Q2: 14,533 shares; 2026Q3: 14,533 shares 14,533 $1.51M 0.25% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,092 shares; 2025Q1: 59,515 shares; 2025Q2: 58,559 shares; 2025Q3: 56,852 shares; 2025Q4: 56,425 shares; 2026Q1: 54,599 shares; 2026Q2: 54,083 shares; 2026Q3: 53,976 shares 53,976 $1.48M 0.24% -107 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,611 shares; 2025Q1: 6,592 shares; 2025Q2: 6,588 shares; 2025Q3: 6,496 shares; 2025Q4: 6,578 shares; 2026Q1: 5,012 shares; 2026Q2: 4,972 shares; 2026Q3: 4,972 shares 4,972 $1.41M 0.23% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,714 shares; 2025Q1: 3,711 shares; 2025Q2: 3,909 shares; 2025Q3: 3,906 shares; 2025Q4: 3,908 shares; 2026Q1: 3,908 shares; 2026Q2: 3,909 shares; 2026Q3: 3,908 shares 3,908 $1.32M 0.22% -1 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,361 shares; 2025Q1: 37,245 shares; 2025Q2: 37,196 shares; 2025Q3: 36,350 shares; 2025Q4: 36,312 shares; 2026Q1: 36,864 shares; 2026Q2: 36,256 shares; 2026Q3: 36,283 shares 36,283 $1.3M 0.21% +27 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,608 shares; 2025Q1: 2,888 shares; 2025Q2: 3,116 shares; 2025Q3: 3,224 shares; 2025Q4: 3,268 shares; 2026Q1: 3,448 shares; 2026Q2: 3,487 shares; 2026Q3: 3,474 shares 3,474 $1.25M 0.2% -13 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; 2024Q4: 20,973 shares; 2025Q1: 20,940 shares; 2025Q2: 20,894 shares; 2025Q3: 20,795 shares; 2025Q4: 20,795 shares; 2026Q1: 13,439 shares; 2026Q2: 13,153 shares; 2026Q3: 13,116 shares 13,116 $1.21M 0.2% -37 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,580 shares; 2025Q1: 39,352 shares; 2025Q2: 39,195 shares; 2025Q3: 37,290 shares; 2025Q4: 36,534 shares; 2026Q1: 33,024 shares; 2026Q2: 32,549 shares; 2026Q3: 32,536 shares 32,536 $1.19M 0.19% -13 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,793 shares; 2025Q1: 4,346 shares; 2025Q2: 4,364 shares; 2025Q3: 4,365 shares; 2025Q4: 4,641 shares; 2026Q1: 4,612 shares; 2026Q2: 4,471 shares; 2026Q3: 4,478 shares 4,478 $1.19M 0.19% +7 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 926 shares; 2025Q3: 925 shares; 2025Q4: 947 shares; 2026Q1: 966 shares; 2026Q2: 974 shares; 2026Q3: 976 shares 976 $1.13M 0.18% +2 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,754 shares; 2025Q1: 10,950 shares; 2025Q2: 10,953 shares; 2025Q3: 10,799 shares; 2025Q4: 10,975 shares; 2026Q1: 10,909 shares; 2026Q2: 10,419 shares; 2026Q3: 10,457 shares 10,457 $1.13M 0.18% +38 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,699 shares; 2025Q1: 3,119 shares; 2025Q2: 3,119 shares; 2025Q3: 3,119 shares; 2025Q4: 3,128 shares; 2026Q1: 3,211 shares; 2026Q2: 3,211 shares; 2026Q3: 3,211 shares 3,211 $1.09M 0.18% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032 shares; 2026Q1: 1,685 shares; 2026Q2: 1,684 shares; 2026Q3: 1,668 shares 1,668 $1.02M 0.17% -16 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,538 shares; 2025Q1: 20,163 shares; 2025Q2: 20,127 shares; 2025Q3: 19,923 shares; 2025Q4: 20,446 shares; 2026Q1: 19,107 shares; 2026Q2: 19,015 shares; 2026Q3: 18,865 shares 18,865 $976K 0.16% -150 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,281 shares; 2026Q2: 29,281 shares; 2026Q3: 29,281 shares 29,281 $931K 0.15% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,820 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,553 shares; 2026Q1: 1,581 shares; 2026Q2: 1,581 shares; 2026Q3: 1,793 shares 1,793 $917K 0.15% +212 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,234 shares; 2025Q1: 10,239 shares; 2025Q2: 10,222 shares; 2025Q3: 10,225 shares; 2025Q4: 9,897 shares; 2026Q1: 9,902 shares; 2026Q2: 9,909 shares; 2026Q3: 9,881 shares 9,881 $819K 0.13% -28 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,058 shares; 2025Q1: 4,707 shares; 2025Q2: 4,691 shares; 2025Q3: 4,687 shares; 2025Q4: 4,685 shares; 2026Q1: 4,753 shares; 2026Q2: 4,358 shares; 2026Q3: 4,357 shares 4,357 $809K 0.13% -1 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,106 shares; 2025Q1: 34,674 shares; 2025Q2: 32,474 shares; 2025Q3: 31,537 shares; 2025Q4: 31,392 shares; 2026Q1: 31,342 shares; 2026Q2: 31,342 shares; 2026Q3: 29,971 shares 29,971 $806K 0.13% -1,371 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,246 shares; 2025Q1: 15,235 shares; 2025Q2: 15,246 shares; 2025Q3: 15,212 shares; 2025Q4: 14,062 shares; 2026Q1: 14,026 shares; 2026Q2: 14,035 shares; 2026Q3: 14,045 shares 14,045 $742K 0.12% +10 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,495 shares; 2025Q1: 4,937 shares; 2025Q2: 4,940 shares; 2025Q3: 4,418 shares; 2025Q4: 4,397 shares; 2026Q1: 4,091 shares; 2026Q2: 4,093 shares; 2026Q3: 3,345 shares 3,345 $736K 0.12% -748 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; 2024Q4: 2,284 shares; 2025Q1: 2,169 shares; 2025Q2: 2,169 shares; 2025Q3: 2,169 shares; 2025Q4: 2,169 shares; 2026Q1: 2,044 shares; 2026Q2: 2,044 shares; 2026Q3: 2,032 shares 2,032 $723K 0.12% -12 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,057 shares; 2025Q1: 14,057 shares; 2025Q2: 14,057 shares; 2025Q3: 14,057 shares; 2025Q4: 14,057 shares; 2026Q1: 14,057 shares; 2026Q2: 14,057 shares; 2026Q3: 14,057 shares 14,057 $720K 0.12% 0 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,937 shares; 2025Q1: 8,842 shares; 2025Q2: 8,842 shares; 2025Q3: 8,842 shares; 2025Q4: 8,842 shares; 2026Q1: 8,842 shares; 2026Q2: 8,842 shares; 2026Q3: 17,684 shares 17,684 $707K 0.12% +8,842 Timeline CGMU 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27,075 shares 27,075 $702K 0.11% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,239 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,359 shares; 2026Q2: 1,387 shares; 2026Q3: 1,402 shares 1,402 $698K 0.11% +15 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,915 shares; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,602 shares; 2026Q1: 1,586 shares; 2026Q2: 1,586 shares; 2026Q3: 1,593 shares 1,593 $671K 0.11% +7 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; 2024Q4: not reported; 2025Q1: 790 shares; 2025Q2: 990 shares; 2025Q3: 1,125 shares; 2025Q4: 1,147 shares; 2026Q1: 1,127 shares; 2026Q2: 1,064 shares; 2026Q3: 1,044 shares 1,044 $671K 0.11% -20 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,914 shares; 2025Q1: 4,689 shares; 2025Q2: 4,525 shares; 2025Q3: 4,472 shares; 2025Q4: 4,577 shares; 2026Q1: 4,564 shares; 2026Q2: 4,565 shares; 2026Q3: 4,564 shares 4,564 $663K 0.11% -1 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 542 shares; 2026Q3: 617 shares 617 $657K 0.11% +75 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 565 shares; 2026Q2: 625 shares; 2026Q3: 2,473 shares 2,473 $655K 0.11% +1,848 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $639K 0.1% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,297 shares; 2026Q1: 1,250 shares; 2026Q2: 1,571 shares; 2026Q3: 1,589 shares 1,589 $630K 0.1% +18 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,212 shares; 2025Q1: 2,012 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,047 shares; 2026Q1: 2,047 shares; 2026Q2: 2,012 shares; 2026Q3: 2,019 shares 2,019 $614K 0.1% +7 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,614 shares; 2025Q1: 10,877 shares; 2025Q2: 10,877 shares; 2025Q3: 4,556 shares; 2025Q4: 4,640 shares; 2026Q1: 9,140 shares; 2026Q2: 8,502 shares; 2026Q3: 8,123 shares 8,123 $612K 0.1% -379 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 234 shares; 2025Q3: 406 shares; 2025Q4: 1,767 shares; 2026Q1: 3,851 shares; 2026Q2: 4,859 shares; 2026Q3: 4,550 shares 4,550 $610K 0.1% -309 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,572 shares; 2025Q1: 20,044 shares; 2025Q2: 20,082 shares; 2025Q3: 15,549 shares; 2025Q4: 15,562 shares; 2026Q1: 15,029 shares; 2026Q2: 15,001 shares; 2026Q3: 12,800 shares 12,800 $605K 0.1% -2,201 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,064 shares; 2026Q1: 3,053 shares; 2026Q2: 3,679 shares; 2026Q3: 7,151 shares 7,151 $603K 0.1% +3,472 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,361 shares; 2025Q1: 3,862 shares; 2025Q2: 3,861 shares; 2025Q3: 3,858 shares; 2025Q4: 3,855 shares; 2026Q1: 3,370 shares; 2026Q2: 3,230 shares; 2026Q3: 3,231 shares 3,231 $595K 0.1% +1 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 491 shares; 2025Q4: 591 shares; 2026Q1: 612 shares; 2026Q2: 733 shares; 2026Q3: 733 shares 733 $594K 0.1% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,033 shares; 2025Q4: 2,033 shares; 2026Q1: 2,033 shares; 2026Q2: 2,033 shares; 2026Q3: 2,033 shares 2,033 $585K 0.1% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 418 shares; 2025Q1: 503 shares; 2025Q2: 508 shares; 2025Q3: 501 shares; 2025Q4: 657 shares; 2026Q1: 709 shares; 2026Q2: 771 shares; 2026Q3: 778 shares 778 $564K 0.09% +7 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 978 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,384 shares; 2026Q2: 1,384 shares; 2026Q3: 1,384 shares 1,384 $550K 0.09% 0 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,325 shares; 2025Q1: 12,985 shares; 2025Q2: 12,985 shares; 2025Q3: 12,985 shares; 2025Q4: 12,985 shares; 2026Q1: 12,985 shares; 2026Q2: 12,114 shares; 2026Q3: 12,114 shares 12,114 $543K 0.09% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,281 shares 3,281 $534K 0.09% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 2,002 shares; 2026Q1: 2,002 shares; 2026Q2: 1,967 shares; 2026Q3: 1,866 shares 1,866 $508K 0.08% -101 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,270 shares; 2026Q1: 1,270 shares; 2026Q2: 1,520 shares; 2026Q3: 2,242 shares 2,242 $497K 0.08% +722 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,050 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,570 shares; 2025Q4: 1,458 shares; 2026Q1: 1,485 shares; 2026Q2: 1,726 shares; 2026Q3: 1,726 shares 1,726 $491K 0.08% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,091 shares; 2025Q1: 1,199 shares; 2025Q2: 1,311 shares; 2025Q3: 1,377 shares; 2025Q4: 1,417 shares; 2026Q1: 1,464 shares; 2026Q2: 1,450 shares; 2026Q3: 1,364 shares 1,364 $484K 0.08% -86 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,575 shares; 2025Q1: 5,436 shares; 2025Q2: 5,257 shares; 2025Q3: 4,130 shares; 2025Q4: 4,115 shares; 2026Q1: 4,083 shares; 2026Q2: 4,051 shares; 2026Q3: 3,778 shares 3,778 $479K 0.08% -273 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,341 shares; 2025Q1: 6,416 shares; 2025Q2: 6,988 shares; 2025Q3: 7,058 shares; 2025Q4: 7,533 shares; 2026Q1: 8,867 shares; 2026Q2: 10,089 shares; 2026Q3: 9,627 shares 9,627 $456K 0.07% -462 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,068 shares; 2025Q1: 1,616 shares; 2025Q2: 2,223 shares; 2025Q3: 2,218 shares; 2025Q4: 2,177 shares; 2026Q1: 1,913 shares; 2026Q2: 1,738 shares; 2026Q3: 1,721 shares 1,721 $450K 0.07% -17 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 837 shares; 2025Q1: 1,078 shares; 2025Q2: 1,483 shares; 2025Q3: 1,781 shares; 2025Q4: 1,599 shares; 2026Q1: 2,460 shares; 2026Q2: 2,603 shares; 2026Q3: 2,124 shares 2,124 $440K 0.07% -479 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,586 shares; 2025Q1: 6,427 shares; 2025Q2: 6,428 shares; 2025Q3: 6,661 shares; 2025Q4: 6,511 shares; 2026Q1: 6,005 shares; 2026Q2: 5,955 shares; 2026Q3: 5,917 shares 5,917 $426K 0.07% -38 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,395 shares; 2026Q3: 3,395 shares 3,395 $408K 0.07% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,664 shares; 2025Q2: 2,294 shares; 2025Q3: 2,749 shares; 2025Q4: 2,574 shares; 2026Q1: 2,502 shares; 2026Q2: 2,096 shares; 2026Q3: 2,117 shares 2,117 $389K 0.06% +21 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,109 shares; 2025Q1: 2,079 shares; 2025Q2: 2,073 shares; 2025Q3: 1,857 shares; 2025Q4: 1,804 shares; 2026Q1: 1,815 shares; 2026Q2: 1,803 shares; 2026Q3: 1,814 shares 1,814 $370K 0.06% +11 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 458 shares; 2025Q2: 671 shares; 2025Q3: 783 shares; 2025Q4: 586 shares; 2026Q1: 725 shares; 2026Q2: 812 shares; 2026Q3: 721 shares 721 $364K 0.06% -91 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,022 shares; 2025Q1: 2,081 shares; 2025Q2: 1,629 shares; 2025Q3: 1,178 shares; 2025Q4: 1,138 shares; 2026Q1: 996 shares; 2026Q2: 992 shares; 2026Q3: 979 shares 979 $359K 0.06% -13 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 730 shares; 2026Q2: 830 shares; 2026Q3: 981 shares 981 $355K 0.06% +151 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,438 shares; 2025Q3: 907 shares; 2025Q4: 908 shares; 2026Q1: 1,371 shares; 2026Q2: 4,411 shares; 2026Q3: 4,412 shares 4,412 $346K 0.06% +1 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,701 shares; 2025Q1: 12,078 shares; 2025Q2: 12,111 shares; 2025Q3: 12,047 shares; 2025Q4: 12,089 shares; 2026Q1: 12,110 shares; 2026Q2: 12,092 shares; 2026Q3: 12,127 shares 12,127 $337K 0.06% +35 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,354 shares; 2025Q1: 1,670 shares; 2025Q2: 2,048 shares; 2025Q3: 2,313 shares; 2025Q4: 1,244 shares; 2026Q1: 1,867 shares; 2026Q2: 1,933 shares; 2026Q3: 2,039 shares 2,039 $334K 0.05% +106 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 817 shares; 2025Q3: 798 shares; 2025Q4: 780 shares; 2026Q1: 763 shares; 2026Q2: 3,817 shares; 2026Q3: 3,509 shares 3,509 $325K 0.05% -308 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,360 shares; 2025Q1: 1,217 shares; 2025Q2: 1,218 shares; 2025Q3: 1,220 shares; 2025Q4: 1,221 shares; 2026Q1: 1,197 shares; 2026Q2: 1,198 shares; 2026Q3: 1,184 shares 1,184 $305K 0.05% -14 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,212 shares; 2025Q1: 1,208 shares; 2025Q2: 1,198 shares; 2025Q3: 1,298 shares; 2025Q4: 1,299 shares; 2026Q1: 1,169 shares; 2026Q2: 1,170 shares; 2026Q3: 1,180 shares 1,180 $304K 0.05% +10 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 412 shares; 2026Q3: 411 shares 411 $304K 0.05% -1 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 292 shares; 2025Q1: 301 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 322 shares; 2026Q1: 327 shares; 2026Q2: 318 shares; 2026Q3: 320 shares 320 $291K 0.05% +2 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,037 shares; 2025Q1: 4,037 shares; 2025Q2: 4,037 shares; 2025Q3: 4,037 shares; 2025Q4: 4,037 shares; 2026Q1: 4,126 shares; 2026Q2: 4,128 shares; 2026Q3: 4,037 shares 4,037 $289K 0.05% -91 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,556 shares; 2025Q1: 5,544 shares; 2025Q2: 7,945 shares; 2025Q3: 9,257 shares; 2025Q4: not reported; 2026Q1: 8,710 shares; 2026Q2: 9,703 shares; 2026Q3: 10,476 shares 10,476 $286K 0.05% +773 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: not reported; 2026Q3: 1,116 shares 1,116 $285K 0.05% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,063 shares; 2026Q2: 913 shares; 2026Q3: 913 shares 913 $282K 0.05% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,059 shares; 2026Q1: 2,061 shares; 2026Q2: 1,864 shares; 2026Q3: 1,865 shares 1,865 $277K 0.05% +1 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 441 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 449 shares; 2026Q3: 361 shares 361 $275K 0.04% -88 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 681 shares; 2025Q4: 715 shares; 2026Q1: 870 shares; 2026Q2: 873 shares; 2026Q3: 879 shares 879 $275K 0.04% +6 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,223 shares; 2025Q1: not reported; 2025Q2: 2,129 shares; 2025Q3: 2,057 shares; 2025Q4: 2,027 shares; 2026Q1: 1,948 shares; 2026Q2: 1,902 shares; 2026Q3: 1,902 shares 1,902 $260K 0.04% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,802 shares; 2025Q1: 2,905 shares; 2025Q2: 2,905 shares; 2025Q3: 2,905 shares; 2025Q4: 2,812 shares; 2026Q1: 2,709 shares; 2026Q2: 2,271 shares; 2026Q3: 2,282 shares 2,282 $255K 0.04% +11 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,798 shares; 2025Q1: 1,798 shares; 2025Q2: 1,798 shares; 2025Q3: 1,798 shares; 2025Q4: 1,798 shares; 2026Q1: 1,924 shares; 2026Q2: 2,079 shares; 2026Q3: 1,826 shares 1,826 $251K 0.04% -253 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,600 shares; 2026Q3: 4,600 shares 4,600 $238K 0.04% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,575 shares 1,575 $238K 0.04% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 744 shares; 2026Q3: 975 shares 975 $235K 0.04% +231 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,186 shares; 2026Q1: 1,226 shares; 2026Q2: 1,226 shares; 2026Q3: 1,226 shares 1,226 $231K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 240 shares; 2026Q3: 240 shares 240 $228K 0.04% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 524 shares; 2026Q3: 524 shares 524 $225K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,889 shares; 2025Q4: 2,854 shares; 2026Q1: not reported; 2026Q2: 2,485 shares; 2026Q3: 2,488 shares 2,488 $213K 0.03% +3 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 881 shares; 2025Q1: 861 shares; 2025Q2: 793 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 670 shares; 2026Q3: 658 shares 658 $212K 0.03% -12 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,874 shares; 2026Q3: 3,874 shares 3,874 $211K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,469 shares; 2026Q3: 1,469 shares 1,469 $209K 0.03% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,756 shares; 2026Q1: 3,910 shares; 2026Q2: 3,756 shares; 2026Q3: 3,494 shares 3,494 $207K 0.03% -262 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 476 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 514 shares; 2026Q1: 430 shares; 2026Q2: 430 shares; 2026Q3: 435 shares 435 $206K 0.03% +5 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,097 shares 1,097 $205K 0.03% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 531 shares; 2026Q2: not reported; 2026Q3: 531 shares 531 $202K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 485 shares; 2026Q1: 543 shares; 2026Q2: 574 shares; 2026Q3: 494 shares 494 $201K 0.03% -80 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,394 shares; 2025Q1: 13,394 shares; 2025Q2: 13,394 shares; 2025Q3: 13,394 shares; 2025Q4: 13,394 shares; 2026Q1: 13,394 shares; 2026Q2: 13,394 shares; 2026Q3: 13,394 shares 13,394 $146K 0.02% 0 Timeline