AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,919 shares; 2024Q4: 1,604,869 shares; 2025Q1: 741,110 shares; 2025Q2: 496,291 shares; 2025Q3: 461,841 shares; 2025Q4: 378,890 shares; 2026Q1: 346,827 shares; 2026Q2: 312,512 shares 312,512 $90.4M 5.7% -34,315 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,962 shares; 2024Q4: 459,585 shares; 2025Q1: not reported; 2025Q2: 322,606 shares; 2025Q3: 321,996 shares; 2025Q4: 302,455 shares; 2026Q1: 272,431 shares; 2026Q2: 294,116 shares 294,116 $85.5M 5.39% +21,685 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,589 shares; 2024Q4: 851,638 shares; 2025Q1: 737,140 shares; 2025Q2: 504,233 shares; 2025Q3: 475,483 shares; 2025Q4: 533,965 shares; 2026Q1: 508,385 shares; 2026Q2: 535,683 shares 535,683 $51.7M 3.26% +27,298 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: not reported; 2024Q4: 331,078 shares; 2025Q1: not reported; 2025Q2: 183,865 shares; 2025Q3: 171,477 shares; 2025Q4: 154,159 shares; 2026Q1: 149,691 shares; 2026Q2: 134,978 shares 134,978 $50.3M 3.17% -14,713 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,753 shares; 2024Q4: 717,934 shares; 2025Q1: not reported; 2025Q2: 532,559 shares; 2025Q3: 545,667 shares; 2025Q4: 508,406 shares; 2026Q1: 459,948 shares; 2026Q2: 477,994 shares 477,994 $50.3M 3.17% +18,046 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 364,542 shares; 2025Q1: 388,172 shares; 2025Q2: 241,794 shares; 2025Q3: 233,144 shares; 2025Q4: 248,106 shares; 2026Q1: 248,008 shares; 2026Q2: 230,866 shares 230,866 $46.2M 2.91% -17,142 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,722 shares; 2024Q4: 298,260 shares; 2025Q1: not reported; 2025Q2: 278,757 shares; 2025Q3: 290,834 shares; 2025Q4: 262,626 shares; 2026Q1: 261,202 shares; 2026Q2: 276,422 shares 276,422 $45.5M 2.87% +15,220 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: not reported; 2024Q4: 435,478 shares; 2025Q1: 359,794 shares; 2025Q2: 270,510 shares; 2025Q3: 255,505 shares; 2025Q4: 174,967 shares; 2026Q1: 139,375 shares; 2026Q2: 109,821 shares 109,821 $41.5M 2.62% -29,554 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 735 shares; 2024Q4: 139,846 shares; 2025Q1: not reported; 2025Q2: 50,232 shares; 2025Q3: 44,257 shares; 2025Q4: 50,452 shares; 2026Q1: 54,435 shares; 2026Q2: 48,109 shares 48,109 $36M 2.27% -6,326 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: not reported; 2024Q4: 255,890 shares; 2025Q1: 221,159 shares; 2025Q2: 150,546 shares; 2025Q3: 136,204 shares; 2025Q4: 114,791 shares; 2026Q1: 107,695 shares; 2026Q2: 96,957 shares 96,957 $34.6M 2.18% -10,738 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: not reported; 2024Q4: 352,133 shares; 2025Q1: 339,865 shares; 2025Q2: 257,341 shares; 2025Q3: 247,246 shares; 2025Q4: 207,684 shares; 2026Q1: 211,219 shares; 2026Q2: 141,397 shares 141,397 $33.7M 2.12% -69,822 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,560 shares; 2024Q4: 1,020,473 shares; 2025Q1: not reported; 2025Q2: 616,915 shares; 2025Q3: 455,385 shares; 2025Q4: 370,967 shares; 2026Q1: 324,807 shares; 2026Q2: 323,014 shares 323,014 $32M 2.02% -1,793 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: not reported; 2024Q4: 217,752 shares; 2025Q1: 180,556 shares; 2025Q2: 117,632 shares; 2025Q3: 107,425 shares; 2025Q4: 100,410 shares; 2026Q1: 94,611 shares; 2026Q2: 82,982 shares 82,982 $27.2M 1.71% -11,629 Timeline VCRB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206,151 shares; 2025Q4: 275,274 shares; 2026Q1: 323,211 shares; 2026Q2: 333,949 shares 333,949 $25.8M 1.63% +10,738 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,194 shares; 2024Q4: 197,924 shares; 2025Q1: not reported; 2025Q2: 179,397 shares; 2025Q3: 190,430 shares; 2025Q4: 185,968 shares; 2026Q1: 177,337 shares; 2026Q2: 169,224 shares 169,224 $24.8M 1.56% -8,113 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,723 shares; 2025Q1: 78,791 shares; 2025Q2: 51,953 shares; 2025Q3: 41,956 shares; 2025Q4: 35,942 shares; 2026Q1: 33,330 shares; 2026Q2: 32,525 shares 32,525 $24.3M 1.53% -805 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: not reported; 2024Q4: 196,676 shares; 2025Q1: 161,235 shares; 2025Q2: 113,739 shares; 2025Q3: 108,273 shares; 2025Q4: 79,305 shares; 2026Q1: 81,141 shares; 2026Q2: 68,650 shares 68,650 $24.3M 1.53% -12,491 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,038 shares; 2024Q4: 408,509 shares; 2025Q1: 389,182 shares; 2025Q2: 327,570 shares; 2025Q3: 298,193 shares; 2025Q4: 247,743 shares; 2026Q1: 226,485 shares; 2026Q2: 240,834 shares 240,834 $20M 1.26% +14,349 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: not reported; 2024Q4: 63,585 shares; 2025Q1: not reported; 2025Q2: 36,247 shares; 2025Q3: 33,191 shares; 2025Q4: 30,372 shares; 2026Q1: 30,338 shares; 2026Q2: 28,344 shares 28,344 $19.5M 1.23% -1,994 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: not reported; 2024Q4: 54,415 shares; 2025Q1: 53,529 shares; 2025Q2: 32,961 shares; 2025Q3: 32,400 shares; 2025Q4: 32,189 shares; 2026Q1: 30,777 shares; 2026Q2: 29,720 shares 29,720 $16.7M 1.06% -1,057 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: not reported; 2024Q4: 91,048 shares; 2025Q1: 83,297 shares; 2025Q2: 59,157 shares; 2025Q3: 56,546 shares; 2025Q4: 54,502 shares; 2026Q1: 52,089 shares; 2026Q2: 48,196 shares 48,196 $16.5M 1.04% -3,893 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,850 shares; 2024Q4: 142,279 shares; 2025Q1: 175,348 shares; 2025Q2: 150,468 shares; 2025Q3: 147,326 shares; 2025Q4: 151,788 shares; 2026Q1: 146,804 shares; 2026Q2: 132,310 shares 132,310 $16.1M 1.01% -14,494 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: not reported; 2024Q4: 407,902 shares; 2025Q1: 331,139 shares; 2025Q2: 213,788 shares; 2025Q3: 201,008 shares; 2025Q4: 171,098 shares; 2026Q1: 155,625 shares; 2026Q2: 129,432 shares 129,432 $15.2M 0.96% -26,193 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,616 shares; 2025Q1: not reported; 2025Q2: 1,943 shares; 2025Q3: 1,836 shares; 2025Q4: 1,796 shares; 2026Q1: 1,623 shares; 2026Q2: 92,915 shares 92,915 $14.6M 0.92% +91,292 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 257,532 shares; 2025Q1: 215,679 shares; 2025Q2: 102,349 shares; 2025Q3: 93,857 shares; 2025Q4: 68,663 shares; 2026Q1: 58,289 shares; 2026Q2: 55,432 shares 55,432 $13.9M 0.88% -2,857 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243,506 shares; 2025Q2: 181,778 shares; 2025Q3: 214,072 shares; 2025Q4: 347,306 shares; 2026Q1: 361,836 shares; 2026Q2: 383,364 shares 383,364 $13.4M 0.85% +21,528 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: not reported; 2024Q4: 15,595 shares; 2025Q1: 30,505 shares; 2025Q2: 22,511 shares; 2025Q3: 24,248 shares; 2025Q4: 22,422 shares; 2026Q1: 23,873 shares; 2026Q2: 16,760 shares 16,760 $12.1M 0.76% -7,113 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,914 shares; 2025Q1: not reported; 2025Q2: 7,098 shares; 2025Q3: 7,918 shares; 2025Q4: 9,530 shares; 2026Q1: 10,775 shares; 2026Q2: 9,903 shares 9,903 $11.9M 0.75% -872 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: not reported; 2024Q4: 45,012 shares; 2025Q1: not reported; 2025Q2: 32,941 shares; 2025Q3: 31,849 shares; 2025Q4: 31,999 shares; 2026Q1: 31,642 shares; 2026Q2: 31,387 shares 31,387 $11.6M 0.73% -255 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,638 shares; 2025Q1: 42,728 shares; 2025Q2: 31,220 shares; 2025Q3: 29,725 shares; 2025Q4: 29,243 shares; 2026Q1: 27,166 shares; 2026Q2: 26,315 shares 26,315 $11.2M 0.71% -851 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 92,940 shares; 2025Q1: not reported; 2025Q2: 50,916 shares; 2025Q3: 48,467 shares; 2025Q4: 45,859 shares; 2026Q1: 35,412 shares; 2026Q2: 31,207 shares 31,207 $11M 0.69% -4,205 Timeline GVI 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: 139,076 shares; 2025Q1: not reported; 2025Q2: 53,964 shares; 2025Q3: 65,328 shares; 2025Q4: 72,509 shares; 2026Q1: 71,227 shares; 2026Q2: 102,040 shares 102,040 $10.8M 0.68% +30,813 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 155,052 shares; 2025Q1: 163,088 shares; 2025Q2: 108,634 shares; 2025Q3: 98,327 shares; 2025Q4: 88,208 shares; 2026Q1: 78,407 shares; 2026Q2: 78,767 shares 78,767 $10.8M 0.68% +360 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: not reported; 2024Q4: 44,127 shares; 2025Q1: 44,546 shares; 2025Q2: 27,563 shares; 2025Q3: 26,826 shares; 2025Q4: 22,728 shares; 2026Q1: 20,678 shares; 2026Q2: 20,700 shares 20,700 $10.4M 0.65% +22 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,222 shares; 2024Q4: 122,801 shares; 2025Q1: 100,033 shares; 2025Q2: 73,952 shares; 2025Q3: 57,397 shares; 2025Q4: 46,205 shares; 2026Q1: 47,736 shares; 2026Q2: 47,183 shares 47,183 $10.4M 0.65% -553 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,436 shares; 2025Q1: not reported; 2025Q2: 28,255 shares; 2025Q3: 28,234 shares; 2025Q4: 27,011 shares; 2026Q1: 29,754 shares; 2026Q2: 23,695 shares 23,695 $10.3M 0.65% -6,059 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59,118 shares; 2025Q1: 59,148 shares; 2025Q2: 28,088 shares; 2025Q3: 24,072 shares; 2025Q4: 23,811 shares; 2026Q1: 26,202 shares; 2026Q2: 24,246 shares 24,246 $10.2M 0.64% -1,956 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 54,498 shares; 2025Q1: 44,070 shares; 2025Q2: 30,763 shares; 2025Q3: 28,351 shares; 2025Q4: 27,712 shares; 2026Q1: 25,063 shares; 2026Q2: 23,055 shares 23,055 $9.16M 0.58% -2,008 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: not reported; 2024Q4: 84,540 shares; 2025Q1: not reported; 2025Q2: 40,996 shares; 2025Q3: 38,021 shares; 2025Q4: 38,280 shares; 2026Q1: 33,750 shares; 2026Q2: 32,067 shares 32,067 $8.72M 0.55% -1,683 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,970 shares; 2025Q1: 19,585 shares; 2025Q2: 15,603 shares; 2025Q3: 13,257 shares; 2025Q4: 12,257 shares; 2026Q1: 8,911 shares; 2026Q2: 8,736 shares 8,736 $8.17M 0.52% -175 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: not reported; 2024Q4: 117,716 shares; 2025Q1: not reported; 2025Q2: 62,066 shares; 2025Q3: 57,629 shares; 2025Q4: 51,291 shares; 2026Q1: 48,376 shares; 2026Q2: 49,079 shares 49,079 $8.14M 0.51% +703 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,164 shares; 2025Q1: 14,510 shares; 2025Q2: 10,633 shares; 2025Q3: 10,260 shares; 2025Q4: 117,427 shares; 2026Q1: 116,128 shares; 2026Q2: 111,394 shares 111,394 $7.95M 0.5% -4,734 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 220,832 shares; 2025Q1: not reported; 2025Q2: 116,794 shares; 2025Q3: 106,774 shares; 2025Q4: 88,147 shares; 2026Q1: 73,131 shares; 2026Q2: 70,012 shares 70,012 $7.93M 0.5% -3,119 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: not reported; 2024Q4: 166,641 shares; 2025Q1: not reported; 2025Q2: 79,871 shares; 2025Q3: 76,608 shares; 2025Q4: 60,424 shares; 2026Q1: 56,372 shares; 2026Q2: 53,875 shares 53,875 $7.9M 0.5% -2,497 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 149,578 shares; 2025Q1: 248,034 shares; 2025Q2: 237,109 shares; 2025Q3: 209,355 shares; 2025Q4: 191,237 shares; 2026Q1: 222,544 shares; 2026Q2: 235,012 shares 235,012 $7.51M 0.47% +12,468 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 113,887 shares; 2025Q1: not reported; 2025Q2: 48,768 shares; 2025Q3: 41,478 shares; 2025Q4: 37,250 shares; 2026Q1: 28,018 shares; 2026Q2: 26,454 shares 26,454 $7.44M 0.47% -1,564 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: not reported; 2024Q4: 154,586 shares; 2025Q1: not reported; 2025Q2: 78,310 shares; 2025Q3: 57,911 shares; 2025Q4: 54,305 shares; 2026Q1: 51,316 shares; 2026Q2: 49,797 shares 49,797 $7.39M 0.47% -1,519 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,257 shares; 2024Q4: 177,094 shares; 2025Q1: not reported; 2025Q2: 126,098 shares; 2025Q3: 76,172 shares; 2025Q4: 77,521 shares; 2026Q1: 66,978 shares; 2026Q2: 65,327 shares 65,327 $7.03M 0.44% -1,651 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: not reported; 2024Q4: 109,861 shares; 2025Q1: 94,594 shares; 2025Q2: 59,969 shares; 2025Q3: 54,825 shares; 2025Q4: 57,721 shares; 2026Q1: 51,803 shares; 2026Q2: 47,901 shares 47,901 $7.02M 0.44% -3,902 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: not reported; 2024Q4: 71,949 shares; 2025Q1: not reported; 2025Q2: 33,224 shares; 2025Q3: 30,463 shares; 2025Q4: 29,554 shares; 2026Q1: 28,629 shares; 2026Q2: 27,472 shares 27,472 $6.98M 0.44% -1,157 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: not reported; 2024Q4: 141,344 shares; 2025Q1: not reported; 2025Q2: 78,742 shares; 2025Q3: 67,967 shares; 2025Q4: 67,983 shares; 2026Q1: 67,426 shares; 2026Q2: 66,877 shares 66,877 $6.95M 0.44% -549 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,335 shares; 2025Q1: not reported; 2025Q2: 4,266 shares; 2025Q3: 3,667 shares; 2025Q4: 3,428 shares; 2026Q1: 3,180 shares; 2026Q2: 5,842 shares 5,842 $6.74M 0.43% +2,662 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 355,834 shares; 2025Q1: not reported; 2025Q2: 305,559 shares; 2025Q3: 282,753 shares; 2025Q4: 283,866 shares; 2026Q1: 260,067 shares; 2026Q2: 230,737 shares 230,737 $6.39M 0.4% -29,330 Timeline IQLT 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: 275,497 shares; 2025Q1: 227,843 shares; 2025Q2: 203,938 shares; 2025Q3: 151,002 shares; 2025Q4: 146,152 shares; 2026Q1: 127,186 shares; 2026Q2: 124,256 shares 124,256 $6.16M 0.39% -2,930 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: not reported; 2024Q4: 94,526 shares; 2025Q1: not reported; 2025Q2: 50,461 shares; 2025Q3: 53,319 shares; 2025Q4: 51,691 shares; 2026Q1: 45,847 shares; 2026Q2: 44,735 shares 44,735 $6.06M 0.38% -1,112 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: not reported; 2024Q4: 278,293 shares; 2025Q1: 190,786 shares; 2025Q2: 101,911 shares; 2025Q3: 90,380 shares; 2025Q4: 82,456 shares; 2026Q1: 70,980 shares; 2026Q2: 68,971 shares 68,971 $6.05M 0.38% -2,009 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 92,485 shares; 2025Q1: not reported; 2025Q2: 68,442 shares; 2025Q3: 69,956 shares; 2025Q4: 72,578 shares; 2026Q1: 75,201 shares; 2026Q2: 72,592 shares 72,592 $5.9M 0.37% -2,609 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 73,301 shares; 2025Q1: not reported; 2025Q2: 39,660 shares; 2025Q3: 36,918 shares; 2025Q4: 27,914 shares; 2026Q1: 25,557 shares; 2026Q2: 19,252 shares 19,252 $5.78M 0.36% -6,305 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: not reported; 2024Q4: 107,136 shares; 2025Q1: 92,183 shares; 2025Q2: 55,086 shares; 2025Q3: 63,109 shares; 2025Q4: 50,478 shares; 2026Q1: 47,708 shares; 2026Q2: 44,766 shares 44,766 $5.75M 0.36% -2,942 Timeline VLUE 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: 92,836 shares; 2025Q1: 70,191 shares; 2025Q2: 47,935 shares; 2025Q3: 39,505 shares; 2025Q4: 28,906 shares; 2026Q1: 30,523 shares; 2026Q2: 28,370 shares 28,370 $5.67M 0.36% -2,153 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,465 shares; 2025Q1: 50,646 shares; 2025Q2: 51,689 shares; 2025Q3: 50,663 shares; 2025Q4: 66,352 shares; 2026Q1: 82,842 shares; 2026Q2: 77,348 shares 77,348 $5.57M 0.35% -5,494 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: not reported; 2024Q4: 195,165 shares; 2025Q1: 179,058 shares; 2025Q2: 86,484 shares; 2025Q3: 74,625 shares; 2025Q4: 54,577 shares; 2026Q1: 52,659 shares; 2026Q2: 54,640 shares 54,640 $5.5M 0.35% +1,981 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; 2024Q3: not reported; 2024Q4: 37,456 shares; 2025Q1: 133,287 shares; 2025Q2: 144,776 shares; 2025Q3: 148,227 shares; 2025Q4: 161,131 shares; 2026Q1: 173,913 shares; 2026Q2: 180,325 shares 180,325 $5.45M 0.34% +6,412 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,713 shares; 2025Q1: 27,691 shares; 2025Q2: 28,542 shares; 2025Q3: 27,483 shares; 2025Q4: 26,328 shares; 2026Q1: 45,796 shares; 2026Q2: 42,831 shares 42,831 $5.42M 0.34% -2,965 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,363 shares; 2025Q1: 18,171 shares; 2025Q2: 15,234 shares; 2025Q3: 14,372 shares; 2025Q4: 13,387 shares; 2026Q1: 13,718 shares; 2026Q2: 12,929 shares 12,929 $5.14M 0.32% -789 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 592 shares; 2025Q1: 745 shares; 2025Q2: 766 shares; 2025Q3: 799 shares; 2025Q4: 984 shares; 2026Q1: 1,185 shares; 2026Q2: 27,386 shares 27,386 $4.88M 0.31% +26,201 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,021 shares; 2026Q2: 111,552 shares 111,552 $4.84M 0.3% +52,531 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,983 shares; 2024Q4: 82,387 shares; 2025Q1: not reported; 2025Q2: 63,899 shares; 2025Q3: 63,478 shares; 2025Q4: 60,521 shares; 2026Q1: 60,367 shares; 2026Q2: 57,388 shares 57,388 $4.72M 0.3% -2,979 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,530 shares; 2025Q1: 18,297 shares; 2025Q2: 10,182 shares; 2025Q3: 10,000 shares; 2025Q4: 9,030 shares; 2026Q1: 8,301 shares; 2026Q2: 8,073 shares 8,073 $4.69M 0.3% -228 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 72,492 shares; 2025Q1: not reported; 2025Q2: 36,497 shares; 2025Q3: 30,775 shares; 2025Q4: 25,368 shares; 2026Q1: 19,182 shares; 2026Q2: 15,869 shares 15,869 $4.61M 0.29% -3,313 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: not reported; 2024Q4: 18,009 shares; 2025Q1: 13,326 shares; 2025Q2: 7,670 shares; 2025Q3: 6,033 shares; 2025Q4: 5,744 shares; 2026Q1: 4,588 shares; 2026Q2: 4,526 shares 4,526 $4.58M 0.29% -62 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,365 shares; 2025Q1: 12,163 shares; 2025Q2: 15,221 shares; 2025Q3: 20,845 shares; 2025Q4: 37,000 shares; 2026Q1: 48,074 shares; 2026Q2: 40,142 shares 40,142 $4.56M 0.29% -7,932 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: not reported; 2024Q4: 197,057 shares; 2025Q1: not reported; 2025Q2: 86,743 shares; 2025Q3: 79,311 shares; 2025Q4: 78,636 shares; 2026Q1: 76,019 shares; 2026Q2: 76,331 shares 76,331 $4.56M 0.29% +312 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,677 shares; 2025Q1: 36,570 shares; 2025Q2: 30,206 shares; 2025Q3: 31,897 shares; 2025Q4: 36,087 shares; 2026Q1: 39,176 shares; 2026Q2: 42,441 shares 42,441 $4.41M 0.28% +3,265 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,359 shares; 2025Q1: 5,333 shares; 2025Q2: 3,895 shares; 2025Q3: 9,159 shares; 2025Q4: 22,734 shares; 2026Q1: 28,387 shares; 2026Q2: 24,949 shares 24,949 $4.4M 0.28% -3,438 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 71,385 shares; 2025Q1: not reported; 2025Q2: 41,877 shares; 2025Q3: 34,813 shares; 2025Q4: 22,324 shares; 2026Q1: 12,224 shares; 2026Q2: 34,040 shares 34,040 $4.23M 0.27% +21,816 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,392 shares; 2025Q1: not reported; 2025Q2: 22,482 shares; 2025Q3: 17,892 shares; 2025Q4: 16,579 shares; 2026Q1: 195,077 shares; 2026Q2: 176,505 shares 176,505 $4.17M 0.26% -18,572 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: 107,587 shares; 2025Q1: not reported; 2025Q2: 74,157 shares; 2025Q3: 71,609 shares; 2025Q4: 70,211 shares; 2026Q1: 67,774 shares; 2026Q2: 56,824 shares 56,824 $4.05M 0.26% -10,950 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: not reported; 2024Q4: 272,413 shares; 2025Q1: 225,249 shares; 2025Q2: 89,456 shares; 2025Q3: 82,085 shares; 2025Q4: 61,881 shares; 2026Q1: 51,977 shares; 2026Q2: 44,462 shares 44,462 $4.03M 0.25% -7,515 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 131,885 shares; 2025Q1: not reported; 2025Q2: 71,413 shares; 2025Q3: 64,205 shares; 2025Q4: 56,019 shares; 2026Q1: 52,839 shares; 2026Q2: 51,946 shares 51,946 $3.95M 0.25% -893 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,405 shares; 2025Q2: 13,987 shares; 2025Q3: 16,497 shares; 2025Q4: 30,563 shares; 2026Q1: 51,775 shares; 2026Q2: 44,939 shares 44,939 $3.88M 0.24% -6,836 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: not reported; 2024Q4: 5,951 shares; 2025Q1: not reported; 2025Q2: 1,788 shares; 2025Q3: 1,839 shares; 2025Q4: 1,895 shares; 2026Q1: 1,776 shares; 2026Q2: 14,045 shares 14,045 $3.8M 0.24% +12,269 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,490 shares; 2026Q2: 77,720 shares 77,720 $3.69M 0.23% -8,770 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,344 shares; 2025Q1: 37,304 shares; 2025Q2: 25,693 shares; 2025Q3: 27,563 shares; 2025Q4: 30,062 shares; 2026Q1: 31,923 shares; 2026Q2: 31,345 shares 31,345 $3.66M 0.23% -578 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,004 shares; 2025Q1: 41,031 shares; 2025Q2: 30,520 shares; 2025Q3: 28,287 shares; 2025Q4: 19,913 shares; 2026Q1: 15,552 shares; 2026Q2: 13,958 shares 13,958 $3.64M 0.23% -1,594 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 105,153 shares; 2026Q1: 126,848 shares; 2026Q2: 107,987 shares 107,987 $3.59M 0.23% -18,861 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,340 shares; 2025Q1: not reported; 2025Q2: 7,709 shares; 2025Q3: 7,887 shares; 2025Q4: 8,293 shares; 2026Q1: 9,344 shares; 2026Q2: 8,897 shares 8,897 $3.58M 0.23% -447 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,416 shares; 2025Q1: 4,121 shares; 2025Q2: 4,333 shares; 2025Q3: 4,345 shares; 2025Q4: 6,246 shares; 2026Q1: 7,335 shares; 2026Q2: 6,764 shares 6,764 $3.56M 0.22% -571 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: not reported; 2024Q4: 70,644 shares; 2025Q1: not reported; 2025Q2: 19,574 shares; 2025Q3: 17,899 shares; 2025Q4: 15,798 shares; 2026Q1: 14,984 shares; 2026Q2: 14,939 shares 14,939 $3.53M 0.22% -45 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 77,353 shares; 2025Q1: not reported; 2025Q2: 35,296 shares; 2025Q3: 37,085 shares; 2025Q4: 29,779 shares; 2026Q1: 27,346 shares; 2026Q2: 27,562 shares 27,562 $3.48M 0.22% +216 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,149 shares; 2025Q1: 29,125 shares; 2025Q2: 26,681 shares; 2025Q3: 26,789 shares; 2025Q4: 21,898 shares; 2026Q1: 18,291 shares; 2026Q2: 15,504 shares 15,504 $3.46M 0.22% -2,787 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,923 shares; 2025Q1: not reported; 2025Q2: 13,062 shares; 2025Q3: 11,521 shares; 2025Q4: 10,151 shares; 2026Q1: 9,969 shares; 2026Q2: 10,020 shares 10,020 $3.42M 0.22% +51 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,449 shares; 2025Q1: 14,306 shares; 2025Q2: 13,591 shares; 2025Q3: 13,512 shares; 2025Q4: 14,060 shares; 2026Q1: 14,790 shares; 2026Q2: 14,332 shares 14,332 $3.41M 0.21% -458 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87,294 shares; 2025Q1: not reported; 2025Q2: 66,361 shares; 2025Q3: 71,399 shares; 2025Q4: 61,995 shares; 2026Q1: 59,578 shares; 2026Q2: 57,918 shares 57,918 $3.34M 0.21% -1,660 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 119,523 shares; 2025Q1: 77,126 shares; 2025Q2: 52,520 shares; 2025Q3: 44,650 shares; 2025Q4: 41,059 shares; 2026Q1: 29,636 shares; 2026Q2: 28,617 shares 28,617 $3.29M 0.21% -1,019 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 111,311 shares; 2025Q1: not reported; 2025Q2: 85,798 shares; 2025Q3: 50,376 shares; 2025Q4: 49,488 shares; 2026Q1: 49,472 shares; 2026Q2: 47,425 shares 47,425 $3.24M 0.2% -2,047 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,613 shares; 2025Q3: 18,420 shares; 2025Q4: 21,922 shares; 2026Q1: 27,491 shares; 2026Q2: 23,829 shares 23,829 $3.24M 0.2% -3,662 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: not reported; 2024Q4: 16,989 shares; 2025Q1: 20,382 shares; 2025Q2: 9,127 shares; 2025Q3: 7,198 shares; 2025Q4: 6,587 shares; 2026Q1: 7,665 shares; 2026Q2: 4,376 shares 4,376 $3.22M 0.2% -3,289 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: not reported; 2024Q4: 25,661 shares; 2025Q1: 25,351 shares; 2025Q2: 13,648 shares; 2025Q3: 13,753 shares; 2025Q4: 8,815 shares; 2026Q1: 9,135 shares; 2026Q2: 8,715 shares 8,715 $3.21M 0.2% -420 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 101,838 shares; 2025Q1: 68,006 shares; 2025Q2: 47,003 shares; 2025Q3: 40,113 shares; 2025Q4: 35,888 shares; 2026Q1: 29,005 shares; 2026Q2: 25,772 shares 25,772 $3.17M 0.2% -3,233 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,867 shares; 2025Q1: 7,824 shares; 2025Q2: 5,340 shares; 2025Q3: 9,796 shares; 2025Q4: 21,994 shares; 2026Q1: 25,150 shares; 2026Q2: 23,399 shares 23,399 $3.17M 0.2% -1,751 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 118,384 shares; 2025Q1: not reported; 2025Q2: 71,806 shares; 2025Q3: 70,578 shares; 2025Q4: 62,377 shares; 2026Q1: 49,220 shares; 2026Q2: 20,582 shares 20,582 $3.12M 0.2% -28,638 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,680 shares; 2025Q1: 6,972 shares; 2025Q2: 4,371 shares; 2025Q3: 4,103 shares; 2025Q4: 3,698 shares; 2026Q1: 3,341 shares; 2026Q2: 3,217 shares 3,217 $3.09M 0.19% -124 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,416 shares; 2025Q1: 18,327 shares; 2025Q2: 13,974 shares; 2025Q3: 12,444 shares; 2025Q4: 12,444 shares; 2026Q1: 6,691 shares; 2026Q2: 6,016 shares 6,016 $3.09M 0.19% -675 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: not reported; 2024Q4: 121,650 shares; 2025Q1: 102,449 shares; 2025Q2: 66,196 shares; 2025Q3: 64,680 shares; 2025Q4: 58,351 shares; 2026Q1: 51,688 shares; 2026Q2: 52,717 shares 52,717 $3M 0.19% +1,029 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: not reported; 2024Q4: 132,607 shares; 2025Q1: not reported; 2025Q2: 31,613 shares; 2025Q3: 31,448 shares; 2025Q4: 24,181 shares; 2026Q1: 23,869 shares; 2026Q2: 21,466 shares 21,466 $3M 0.19% -2,403 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,114 shares; 2025Q1: 26,131 shares; 2025Q2: 20,865 shares; 2025Q3: 16,749 shares; 2025Q4: 16,700 shares; 2026Q1: 8,938 shares; 2026Q2: 7,438 shares 7,438 $2.88M 0.18% -1,500 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,540 shares; 2025Q1: 4,456 shares; 2025Q2: 3,244 shares; 2025Q3: 3,318 shares; 2025Q4: 3,347 shares; 2026Q1: 3,286 shares; 2026Q2: 2,953 shares 2,953 $2.85M 0.18% -333 Timeline XPH 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: 6,218 shares; 2025Q1: 32,933 shares; 2025Q2: 41,012 shares; 2025Q3: 41,689 shares; 2025Q4: 43,450 shares; 2026Q1: 45,668 shares; 2026Q2: 42,797 shares 42,797 $2.84M 0.18% -2,871 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 218,336 shares; 2025Q1: not reported; 2025Q2: 63,587 shares; 2025Q3: 58,617 shares; 2025Q4: 42,675 shares; 2026Q1: 37,170 shares; 2026Q2: 36,392 shares 36,392 $2.81M 0.18% -778 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,641 shares; 2025Q1: not reported; 2025Q2: 4,562 shares; 2025Q3: 2,831 shares; 2025Q4: 2,762 shares; 2026Q1: 2,753 shares; 2026Q2: 2,473 shares 2,473 $2.8M 0.18% -280 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 78,679 shares; 2025Q1: not reported; 2025Q2: 31,345 shares; 2025Q3: 27,737 shares; 2025Q4: 23,796 shares; 2026Q1: 18,369 shares; 2026Q2: 16,469 shares 16,469 $2.74M 0.17% -1,900 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,690 shares; 2025Q1: not reported; 2025Q2: 11,279 shares; 2025Q3: 11,358 shares; 2025Q4: 12,252 shares; 2026Q1: 12,727 shares; 2026Q2: 12,589 shares 12,589 $2.68M 0.17% -138 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: not reported; 2024Q4: 6,978 shares; 2025Q1: not reported; 2025Q2: 3,420 shares; 2025Q3: 3,318 shares; 2025Q4: 3,312 shares; 2026Q1: 2,813 shares; 2026Q2: 2,514 shares 2,514 $2.68M 0.17% -299 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: not reported; 2024Q4: 23,752 shares; 2025Q1: 22,495 shares; 2025Q2: 17,725 shares; 2025Q3: 14,899 shares; 2025Q4: 13,572 shares; 2026Q1: 6,631 shares; 2026Q2: 6,424 shares 6,424 $2.67M 0.17% -207 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,007 shares; 2025Q1: 11,317 shares; 2025Q2: not reported; 2025Q3: 16,060 shares; 2025Q4: 51,486 shares; 2026Q1: 57,197 shares; 2026Q2: 56,853 shares 56,853 $2.65M 0.17% -344 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 77,377 shares; 2025Q1: 54,362 shares; 2025Q2: 36,360 shares; 2025Q3: 31,845 shares; 2025Q4: 27,330 shares; 2026Q1: 20,647 shares; 2026Q2: 19,103 shares 19,103 $2.62M 0.16% -1,544 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: 11,663 shares 11,663 $2.61M 0.16% 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: 11,589 shares 11,589 $2.56M 0.16% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,152 shares; 2025Q1: 17,193 shares; 2025Q2: 20,222 shares; 2025Q3: 26,784 shares; 2025Q4: 42,395 shares; 2026Q1: 56,159 shares; 2026Q2: 39,907 shares 39,907 $2.56M 0.16% -16,252 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 62,164 shares; 2025Q1: 37,598 shares; 2025Q2: 35,469 shares; 2025Q3: 33,487 shares; 2025Q4: 66,410 shares; 2026Q1: 96,060 shares; 2026Q2: 90,226 shares 90,226 $2.56M 0.16% -5,834 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,321 shares; 2025Q1: not reported; 2025Q2: 8,457 shares; 2025Q3: 8,344 shares; 2025Q4: 8,840 shares; 2026Q1: 8,695 shares; 2026Q2: 6,211 shares 6,211 $2.54M 0.16% -2,484 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,377 shares; 2025Q4: 23,924 shares; 2026Q1: 23,005 shares; 2026Q2: 22,894 shares 22,894 $2.53M 0.16% -111 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,575 shares; 2025Q1: 39,015 shares; 2025Q2: 27,749 shares; 2025Q3: 22,648 shares; 2025Q4: 17,348 shares; 2026Q1: 12,869 shares; 2026Q2: 11,830 shares 11,830 $2.51M 0.16% -1,039 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,029 shares; 2025Q1: 4,502 shares; 2025Q2: 5,362 shares; 2025Q3: 6,992 shares; 2025Q4: 12,413 shares; 2026Q1: 15,998 shares; 2026Q2: 13,900 shares 13,900 $2.5M 0.16% -2,098 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: not reported; 2024Q4: 42,164 shares; 2025Q1: 32,207 shares; 2025Q2: 18,338 shares; 2025Q3: 16,470 shares; 2025Q4: 11,858 shares; 2026Q1: 8,726 shares; 2026Q2: 8,479 shares 8,479 $2.49M 0.16% -247 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: not reported; 2024Q4: 78,545 shares; 2025Q1: 63,918 shares; 2025Q2: 39,839 shares; 2025Q3: 38,655 shares; 2025Q4: 28,755 shares; 2026Q1: 20,852 shares; 2026Q2: 19,767 shares 19,767 $2.46M 0.16% -1,085 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 93,315 shares; 2025Q1: not reported; 2025Q2: 25,535 shares; 2025Q3: 17,196 shares; 2025Q4: 14,683 shares; 2026Q1: 13,563 shares; 2026Q2: 11,058 shares 11,058 $2.45M 0.15% -2,505 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,411 shares; 2025Q1: 9,340 shares; 2025Q2: 8,387 shares; 2025Q3: 8,346 shares; 2025Q4: 9,642 shares; 2026Q1: 10,368 shares; 2026Q2: 10,933 shares 10,933 $2.41M 0.15% +565 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,186 shares; 2025Q1: not reported; 2025Q2: 13,848 shares; 2025Q3: 14,083 shares; 2025Q4: 17,395 shares; 2026Q1: 21,309 shares; 2026Q2: 23,332 shares 23,332 $2.4M 0.15% +2,023 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: not reported; 2024Q4: 38,511 shares; 2025Q1: 37,479 shares; 2025Q2: 23,093 shares; 2025Q3: 23,063 shares; 2025Q4: 13,645 shares; 2026Q1: 12,773 shares; 2026Q2: 12,411 shares 12,411 $2.35M 0.15% -362 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,270 shares; 2025Q1: not reported; 2025Q2: 22,771 shares; 2025Q3: 22,796 shares; 2025Q4: 16,926 shares; 2026Q1: 14,238 shares; 2026Q2: 8,444 shares 8,444 $2.28M 0.14% -5,794 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: not reported; 2024Q4: 522,919 shares; 2025Q1: not reported; 2025Q2: 168,082 shares; 2025Q3: 143,238 shares; 2025Q4: 118,047 shares; 2026Q1: 94,319 shares; 2026Q2: 93,921 shares 93,921 $2.26M 0.14% -398 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: not reported; 2024Q4: 48,801 shares; 2025Q1: not reported; 2025Q2: 23,920 shares; 2025Q3: 22,216 shares; 2025Q4: 16,592 shares; 2026Q1: 13,365 shares; 2026Q2: 11,752 shares 11,752 $2.24M 0.14% -1,613 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 159,774 shares; 2025Q1: not reported; 2025Q2: 69,753 shares; 2025Q3: 62,180 shares; 2025Q4: 51,838 shares; 2026Q1: 42,853 shares; 2026Q2: 39,985 shares 39,985 $2.22M 0.14% -2,868 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 143,741 shares; 2025Q1: 145,423 shares; 2025Q2: 124,518 shares; 2025Q3: 105,226 shares; 2025Q4: 84,373 shares; 2026Q1: 86,477 shares; 2026Q2: 106,037 shares 106,037 $2.19M 0.14% +19,560 Timeline KEY KEYCORP More: the full row for KEYCORP 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: 93,814 shares 93,814 $2.16M 0.14% new 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: not reported; 2024Q4: 123,183 shares; 2025Q1: 77,173 shares; 2025Q2: 54,411 shares; 2025Q3: 46,816 shares; 2025Q4: 41,964 shares; 2026Q1: 33,494 shares; 2026Q2: 27,552 shares 27,552 $2.16M 0.14% -5,942 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,057 shares; 2025Q1: 31,744 shares; 2025Q2: 12,226 shares; 2025Q3: 12,678 shares; 2025Q4: 12,210 shares; 2026Q1: 9,879 shares; 2026Q2: 9,606 shares 9,606 $2.15M 0.14% -273 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,442 shares; 2025Q1: not reported; 2025Q2: 12,095 shares; 2025Q3: 11,047 shares; 2025Q4: 8,941 shares; 2026Q1: 7,373 shares; 2026Q2: 6,805 shares 6,805 $2.14M 0.14% -568 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: 27,918 shares; 2025Q1: not reported; 2025Q2: 12,509 shares; 2025Q3: 10,019 shares; 2025Q4: 10,026 shares; 2026Q1: 8,266 shares; 2026Q2: 6,874 shares 6,874 $2.08M 0.13% -1,392 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,195 shares; 2025Q3: 13,326 shares; 2025Q4: 14,977 shares; 2026Q1: 15,977 shares; 2026Q2: 16,658 shares 16,658 $2.08M 0.13% +681 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,467 shares; 2025Q1: not reported; 2025Q2: 25,764 shares; 2025Q3: 15,752 shares; 2025Q4: 15,089 shares; 2026Q1: 14,367 shares; 2026Q2: 13,157 shares 13,157 $2.03M 0.13% -1,210 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: not reported; 2024Q4: 45,150 shares; 2025Q1: 35,862 shares; 2025Q2: 22,140 shares; 2025Q3: 22,193 shares; 2025Q4: 17,134 shares; 2026Q1: 16,951 shares; 2026Q2: 14,016 shares 14,016 $2.03M 0.13% -2,935 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57,752 shares; 2025Q1: 31,206 shares; 2025Q2: 23,221 shares; 2025Q3: 21,118 shares; 2025Q4: 26,105 shares; 2026Q1: 23,959 shares; 2026Q2: 27,385 shares 27,385 $1.97M 0.12% +3,426 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,059 shares; 2025Q3: 7,060 shares; 2025Q4: 10,456 shares; 2026Q1: 11,829 shares; 2026Q2: 13,061 shares 13,061 $1.94M 0.12% +1,232 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: not reported; 2024Q4: 112,480 shares; 2025Q1: not reported; 2025Q2: 63,885 shares; 2025Q3: 62,138 shares; 2025Q4: 38,527 shares; 2026Q1: 27,916 shares; 2026Q2: 21,044 shares 21,044 $1.92M 0.12% -6,872 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,602 shares; 2025Q1: 3,568 shares; 2025Q2: 1,583 shares; 2025Q3: 2,782 shares; 2025Q4: 11,454 shares; 2026Q1: 17,529 shares; 2026Q2: 13,103 shares 13,103 $1.92M 0.12% -4,426 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,863 shares; 2025Q1: not reported; 2025Q2: 4,806 shares; 2025Q3: 4,709 shares; 2025Q4: 11,722 shares; 2026Q1: 10,872 shares; 2026Q2: 11,614 shares 11,614 $1.82M 0.11% +742 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,055 shares; 2025Q1: 6,254 shares; 2025Q2: 4,009 shares; 2025Q3: 3,998 shares; 2025Q4: 3,961 shares; 2026Q1: 3,930 shares; 2026Q2: 3,887 shares 3,887 $1.78M 0.11% -43 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 86,454 shares; 2025Q1: 83,360 shares; 2025Q2: 55,328 shares; 2025Q3: 47,738 shares; 2025Q4: 36,832 shares; 2026Q1: 34,966 shares; 2026Q2: 41,541 shares 41,541 $1.76M 0.11% +6,575 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,979 shares; 2025Q1: 33,558 shares; 2025Q2: 24,678 shares; 2025Q3: 17,076 shares; 2025Q4: 12,097 shares; 2026Q1: 10,417 shares; 2026Q2: 10,028 shares 10,028 $1.7M 0.11% -389 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,433 shares; 2025Q1: 22,014 shares; 2025Q2: 13,169 shares; 2025Q3: 10,635 shares; 2025Q4: 8,672 shares; 2026Q1: 6,507 shares; 2026Q2: 5,889 shares 5,889 $1.67M 0.11% -618 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 107,089 shares; 2026Q2: 122,462 shares 122,462 $1.65M 0.1% +15,373 Timeline SHV 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: 31,326 shares; 2025Q1: not reported; 2025Q2: 16,817 shares; 2025Q3: 25,326 shares; 2025Q4: 18,180 shares; 2026Q1: 15,379 shares; 2026Q2: 14,925 shares 14,925 $1.65M 0.1% -454 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,286 shares; 2025Q1: 25,701 shares; 2025Q2: 18,378 shares; 2025Q3: 17,031 shares; 2025Q4: 16,520 shares; 2026Q1: 12,570 shares; 2026Q2: 8,470 shares 8,470 $1.61M 0.1% -4,100 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: not reported; 2024Q4: 86,750 shares; 2025Q1: not reported; 2025Q2: 29,837 shares; 2025Q3: 25,349 shares; 2025Q4: 23,576 shares; 2026Q1: 17,972 shares; 2026Q2: 16,797 shares 16,797 $1.55M 0.1% -1,175 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,852 shares; 2025Q1: not reported; 2025Q2: 7,276 shares; 2025Q3: 7,725 shares; 2025Q4: 7,977 shares; 2026Q1: 7,720 shares; 2026Q2: 8,175 shares 8,175 $1.51M 0.1% +455 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,631 shares; 2025Q1: 11,969 shares; 2025Q2: 5,981 shares; 2025Q3: 5,415 shares; 2025Q4: 5,258 shares; 2026Q1: 4,667 shares; 2026Q2: 4,466 shares 4,466 $1.51M 0.1% -201 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,618 shares; 2025Q1: 17,464 shares; 2025Q2: 11,518 shares; 2025Q3: 10,143 shares; 2025Q4: 10,143 shares; 2026Q1: 10,015 shares; 2026Q2: 9,843 shares 9,843 $1.5M 0.09% -172 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 16 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.09% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,181 shares; 2025Q1: not reported; 2025Q2: 16,206 shares; 2025Q3: 13,293 shares; 2025Q4: 12,611 shares; 2026Q1: 12,324 shares; 2026Q2: 10,636 shares 10,636 $1.49M 0.09% -1,688 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: not reported; 2024Q4: 3,599 shares; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: 2,500 shares; 2025Q4: 2,393 shares; 2026Q1: 2,273 shares; 2026Q2: 2,254 shares 2,254 $1.43M 0.09% -19 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,188 shares; 2025Q1: not reported; 2025Q2: 5,284 shares; 2025Q3: 4,990 shares; 2025Q4: 4,181 shares; 2026Q1: 4,140 shares; 2026Q2: 3,773 shares 3,773 $1.41M 0.09% -367 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 126,678 shares; 2025Q1: not reported; 2025Q2: 38,202 shares; 2025Q3: 29,631 shares; 2025Q4: 27,252 shares; 2026Q1: 18,494 shares; 2026Q2: 16,500 shares 16,500 $1.34M 0.08% -1,994 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: not reported; 2024Q4: 25,886 shares; 2025Q1: 14,937 shares; 2025Q2: 8,577 shares; 2025Q3: 8,493 shares; 2025Q4: 8,315 shares; 2026Q1: 4,959 shares; 2026Q2: 3,655 shares 3,655 $1.32M 0.08% -1,304 Timeline ITOT 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: 78,372 shares; 2025Q1: not reported; 2025Q2: 57,051 shares; 2025Q3: 51,849 shares; 2025Q4: 31,762 shares; 2026Q1: 8,033 shares; 2026Q2: 7,901 shares 7,901 $1.3M 0.08% -132 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,032 shares; 2025Q1: not reported; 2025Q2: 7,756 shares; 2025Q3: 8,277 shares; 2025Q4: 8,458 shares; 2026Q1: 7,741 shares; 2026Q2: 7,067 shares 7,067 $1.28M 0.08% -674 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: not reported; 2024Q4: 12,787 shares; 2025Q1: not reported; 2025Q2: 3,808 shares; 2025Q3: 3,088 shares; 2025Q4: 2,525 shares; 2026Q1: 2,225 shares; 2026Q2: 1,913 shares 1,913 $1.28M 0.08% -312 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,842 shares; 2025Q1: not reported; 2025Q2: 5,390 shares; 2025Q3: 5,404 shares; 2025Q4: 5,405 shares; 2026Q1: 4,433 shares; 2026Q2: 4,433 shares 4,433 $1.27M 0.08% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,261 shares; 2024Q4: 148,351 shares; 2025Q1: 8,901 shares; 2025Q2: 7,432 shares; 2025Q3: 7,308 shares; 2025Q4: 7,168 shares; 2026Q1: 6,988 shares; 2026Q2: 10,706 shares 10,706 $1.26M 0.08% +3,718 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,700 shares; 2025Q1: 5,411 shares; 2025Q2: 2,341 shares; 2025Q3: 2,183 shares; 2025Q4: 1,932 shares; 2026Q1: 1,867 shares; 2026Q2: 1,742 shares 1,742 $1.23M 0.08% -125 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100,038 shares; 2025Q1: not reported; 2025Q2: 64,890 shares; 2025Q3: 63,490 shares; 2025Q4: 49,768 shares; 2026Q1: 42,278 shares; 2026Q2: 42,278 shares 42,278 $1.22M 0.08% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,584 shares; 2025Q1: 1,636 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 578 shares; 2026Q1: 1,280 shares; 2026Q2: 10,240 shares 10,240 $1.22M 0.08% +8,960 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: not reported; 2024Q4: 6,815 shares; 2025Q1: not reported; 2025Q2: 6,343 shares; 2025Q3: 6,296 shares; 2025Q4: 2,965 shares; 2026Q1: 2,575 shares; 2026Q2: 2,428 shares 2,428 $1.22M 0.08% -147 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,077 shares; 2025Q1: 9,974 shares; 2025Q2: 6,363 shares; 2025Q3: 5,813 shares; 2025Q4: 5,572 shares; 2026Q1: 5,317 shares; 2026Q2: 4,758 shares 4,758 $1.22M 0.08% -559 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,411 shares; 2025Q1: not reported; 2025Q2: 4,969 shares; 2025Q3: 6,353 shares; 2025Q4: 6,497 shares; 2026Q1: 5,365 shares; 2026Q2: 4,412 shares 4,412 $1.22M 0.08% -953 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38,076 shares; 2025Q1: 49,918 shares; 2025Q2: 23,988 shares; 2025Q3: 16,780 shares; 2025Q4: 16,489 shares; 2026Q1: 16,422 shares; 2026Q2: 13,240 shares 13,240 $1.21M 0.08% -3,182 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,559 shares; 2025Q1: 3,585 shares; 2025Q2: 1,345 shares; 2025Q3: 1,301 shares; 2025Q4: 1,085 shares; 2026Q1: 1,077 shares; 2026Q2: 1,016 shares 1,016 $1.19M 0.08% -61 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 636,280 shares; 2025Q1: not reported; 2025Q2: 83,072 shares; 2025Q3: 64,944 shares; 2025Q4: 43,165 shares; 2026Q1: 35,586 shares; 2026Q2: 38,886 shares 38,886 $1.19M 0.07% +3,300 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,399 shares; 2025Q1: not reported; 2025Q2: 7,493 shares; 2025Q3: 8,239 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,447 shares 7,447 $1.18M 0.07% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,956 shares; 2025Q1: 7,238 shares; 2025Q2: 3,751 shares; 2025Q3: 3,654 shares; 2025Q4: 3,637 shares; 2026Q1: 3,448 shares; 2026Q2: 3,422 shares 3,422 $1.17M 0.07% -26 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: not reported; 2024Q4: 36,032 shares; 2025Q1: not reported; 2025Q2: 24,738 shares; 2025Q3: 24,618 shares; 2025Q4: 24,841 shares; 2026Q1: 24,474 shares; 2026Q2: 24,519 shares 24,519 $1.17M 0.07% +45 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 63,931 shares; 2025Q1: 39,899 shares; 2025Q2: 26,962 shares; 2025Q3: 21,276 shares; 2025Q4: 14,741 shares; 2026Q1: 10,218 shares; 2026Q2: 8,959 shares 8,959 $1.16M 0.07% -1,259 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,323 shares; 2025Q1: not reported; 2025Q2: 5,921 shares; 2025Q3: 5,614 shares; 2025Q4: 5,433 shares; 2026Q1: 5,397 shares; 2026Q2: 5,318 shares 5,318 $1.16M 0.07% -79 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,263 shares; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 415 shares; 2025Q4: 406 shares; 2026Q1: 385 shares; 2026Q2: 3,812 shares 3,812 $1.15M 0.07% +3,427 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 115,506 shares; 2025Q1: 85,753 shares; 2025Q2: 65,766 shares; 2025Q3: 61,651 shares; 2025Q4: 50,530 shares; 2026Q1: 17,922 shares; 2026Q2: 17,921 shares 17,921 $1.09M 0.07% -1 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,541 shares; 2025Q1: not reported; 2025Q2: 19,698 shares; 2025Q3: 18,894 shares; 2025Q4: 13,887 shares; 2026Q1: 12,610 shares; 2026Q2: 10,523 shares 10,523 $1.09M 0.07% -2,087 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: not reported; 2024Q4: 15,465 shares; 2025Q1: not reported; 2025Q2: 8,398 shares; 2025Q3: 7,542 shares; 2025Q4: 6,861 shares; 2026Q1: 9,208 shares; 2026Q2: 10,104 shares 10,104 $1.09M 0.07% +896 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,022 shares; 2025Q1: not reported; 2025Q2: 16,950 shares; 2025Q3: 9,914 shares; 2025Q4: 10,373 shares; 2026Q1: 11,410 shares; 2026Q2: 12,295 shares 12,295 $1.07M 0.07% +885 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,810 shares; 2025Q1: not reported; 2025Q2: 12,303 shares; 2025Q3: 12,379 shares; 2025Q4: 5,284 shares; 2026Q1: 4,645 shares; 2026Q2: 4,567 shares 4,567 $1.05M 0.07% -78 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,612 shares; 2025Q1: 11,369 shares; 2025Q2: 11,171 shares; 2025Q3: 10,885 shares; 2025Q4: 12,056 shares; 2026Q1: 11,461 shares; 2026Q2: 9,653 shares 9,653 $1.03M 0.07% -1,808 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 135,552 shares; 2025Q1: not reported; 2025Q2: 61,503 shares; 2025Q3: 46,391 shares; 2025Q4: 34,350 shares; 2026Q1: 25,333 shares; 2026Q2: 22,213 shares 22,213 $1.03M 0.07% -3,120 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,330 shares; 2025Q1: 7,933 shares; 2025Q2: 6,685 shares; 2025Q3: 7,375 shares; 2025Q4: 7,889 shares; 2026Q1: 8,975 shares; 2026Q2: 16,119 shares 16,119 $1.03M 0.07% +7,144 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 3,104 shares; 2025Q2: 1,745 shares; 2025Q3: 1,571 shares; 2025Q4: 1,201 shares; 2026Q1: 994 shares; 2026Q2: 987 shares 987 $1.03M 0.06% -7 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: not reported; 2024Q4: 73,326 shares; 2025Q1: not reported; 2025Q2: 34,319 shares; 2025Q3: 33,060 shares; 2025Q4: 19,137 shares; 2026Q1: 13,936 shares; 2026Q2: 9,916 shares 9,916 $1.01M 0.06% -4,020 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,707 shares; 2025Q1: 17,053 shares; 2025Q2: 16,459 shares; 2025Q3: 16,863 shares; 2025Q4: 12,682 shares; 2026Q1: 6,776 shares; 2026Q2: 3,003 shares 3,003 $954K 0.06% -3,773 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,312 shares; 2025Q1: not reported; 2025Q2: 3,296 shares; 2025Q3: 2,090 shares; 2025Q4: 2,070 shares; 2026Q1: 2,044 shares; 2026Q2: 1,994 shares 1,994 $952K 0.06% -50 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,608 shares; 2025Q1: 3,579 shares; 2025Q2: 2,555 shares; 2025Q3: 2,625 shares; 2025Q4: 2,836 shares; 2026Q1: 2,807 shares; 2026Q2: 3,797 shares 3,797 $943K 0.06% +990 Timeline JVAL 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: 5,411 shares; 2024Q4: 90,092 shares; 2025Q1: 48,516 shares; 2025Q2: 33,570 shares; 2025Q3: 31,165 shares; 2025Q4: 21,019 shares; 2026Q1: 19,097 shares; 2026Q2: 15,915 shares 15,915 $933K 0.06% -3,182 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 9,869 shares 9,869 $929K 0.06% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,422 shares; 2025Q1: not reported; 2025Q2: 4,239 shares; 2025Q3: 4,136 shares; 2025Q4: 3,307 shares; 2026Q1: 3,300 shares; 2026Q2: 3,050 shares 3,050 $909K 0.06% -250 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: not reported; 2024Q4: 164,467 shares; 2025Q1: 139,145 shares; 2025Q2: 67,149 shares; 2025Q3: 27,606 shares; 2025Q4: 25,781 shares; 2026Q1: 23,203 shares; 2026Q2: 18,245 shares 18,245 $899K 0.06% -4,958 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: not reported; 2024Q4: 32,717 shares; 2025Q1: not reported; 2025Q2: 10,903 shares; 2025Q3: 10,970 shares; 2025Q4: 10,651 shares; 2026Q1: 10,458 shares; 2026Q2: 9,312 shares 9,312 $896K 0.06% -1,146 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: not reported; 2024Q4: 4,520 shares; 2025Q1: not reported; 2025Q2: 2,197 shares; 2025Q3: 2,172 shares; 2025Q4: 2,086 shares; 2026Q1: 1,964 shares; 2026Q2: 1,747 shares 1,747 $890K 0.06% -217 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: not reported; 2024Q4: 19,443 shares; 2025Q1: 17,503 shares; 2025Q2: 4,138 shares; 2025Q3: 4,864 shares; 2025Q4: 4,760 shares; 2026Q1: 5,414 shares; 2026Q2: 5,484 shares 5,484 $888K 0.06% +70 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 167,233 shares; 2025Q1: 127,402 shares; 2025Q2: 95,607 shares; 2025Q3: 83,971 shares; 2025Q4: 72,134 shares; 2026Q1: 61,961 shares; 2026Q2: 36,062 shares 36,062 $885K 0.06% -25,899 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,362 shares; 2025Q1: not reported; 2025Q2: 2,412 shares; 2025Q3: 1,321 shares; 2025Q4: 1,242 shares; 2026Q1: 1,235 shares; 2026Q2: 1,220 shares 1,220 $870K 0.05% -15 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,636 shares; 2025Q1: not reported; 2025Q2: 11,471 shares; 2025Q3: 12,129 shares; 2025Q4: 9,612 shares; 2026Q1: 9,747 shares; 2026Q2: 8,927 shares 8,927 $854K 0.05% -820 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; 2024Q3: not reported; 2024Q4: 48,519 shares; 2025Q1: 43,881 shares; 2025Q2: 8,739 shares; 2025Q3: 9,870 shares; 2025Q4: 21,410 shares; 2026Q1: 26,274 shares; 2026Q2: 25,466 shares 25,466 $848K 0.05% -808 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; 2024Q3: not reported; 2024Q4: 4,936 shares; 2025Q1: not reported; 2025Q2: 2,216 shares; 2025Q3: 2,161 shares; 2025Q4: 2,136 shares; 2026Q1: 2,135 shares; 2026Q2: 9,796 shares 9,796 $844K 0.05% +7,661 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,659 shares; 2025Q1: 12,241 shares; 2025Q2: 7,434 shares; 2025Q3: 5,342 shares; 2025Q4: 5,087 shares; 2026Q1: 4,049 shares; 2026Q2: 4,349 shares 4,349 $840K 0.05% +300 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,152 shares; 2025Q1: not reported; 2025Q2: 7,886 shares; 2025Q3: 7,954 shares; 2025Q4: 7,683 shares; 2026Q1: 7,328 shares; 2026Q2: 7,310 shares 7,310 $817K 0.05% -18 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,072 shares; 2025Q1: not reported; 2025Q2: 6,585 shares; 2025Q3: 5,217 shares; 2025Q4: 3,257 shares; 2026Q1: 2,537 shares; 2026Q2: 2,071 shares 2,071 $816K 0.05% -466 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: not reported; 2024Q4: 41,862 shares; 2025Q1: 25,704 shares; 2025Q2: 15,831 shares; 2025Q3: 13,649 shares; 2025Q4: 10,462 shares; 2026Q1: 6,030 shares; 2026Q2: 5,788 shares 5,788 $814K 0.05% -242 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,601 shares; 2025Q1: not reported; 2025Q2: 19,596 shares; 2025Q3: 18,991 shares; 2025Q4: 8,672 shares; 2026Q1: 8,648 shares; 2026Q2: 8,767 shares 8,767 $804K 0.05% +119 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 157,442 shares; 2025Q1: not reported; 2025Q2: 50,756 shares; 2025Q3: 38,316 shares; 2025Q4: 26,304 shares; 2026Q1: 15,602 shares; 2026Q2: 13,698 shares 13,698 $792K 0.05% -1,904 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: not reported; 2024Q4: 24,655 shares; 2025Q1: 19,041 shares; 2025Q2: 13,073 shares; 2025Q3: 13,073 shares; 2025Q4: 6,482 shares; 2026Q1: 4,996 shares; 2026Q2: 3,912 shares 3,912 $789K 0.05% -1,084 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,333 shares; 2025Q1: not reported; 2025Q2: 4,902 shares; 2025Q3: 4,454 shares; 2025Q4: 4,258 shares; 2026Q1: 3,987 shares; 2026Q2: 3,631 shares 3,631 $759K 0.05% -356 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,857 shares; 2025Q1: 14,792 shares; 2025Q2: 13,482 shares; 2025Q3: 11,309 shares; 2025Q4: 9,139 shares; 2026Q1: 14,247 shares; 2026Q2: 14,395 shares 14,395 $758K 0.05% +148 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55,886 shares; 2025Q1: 31,905 shares; 2025Q2: 17,511 shares; 2025Q3: 14,860 shares; 2025Q4: 11,757 shares; 2026Q1: 6,246 shares; 2026Q2: 5,692 shares 5,692 $756K 0.05% -554 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,346 shares; 2025Q1: 5,981 shares; 2025Q2: 4,041 shares; 2025Q3: 4,039 shares; 2025Q4: 5,397 shares; 2026Q1: 5,213 shares; 2026Q2: 5,147 shares 5,147 $752K 0.05% -66 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75,602 shares; 2025Q1: 40,062 shares; 2025Q2: 23,772 shares; 2025Q3: 19,255 shares; 2025Q4: 14,347 shares; 2026Q1: 9,902 shares; 2026Q2: 9,776 shares 9,776 $742K 0.05% -126 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: not reported; 2024Q4: 14,039 shares; 2025Q1: not reported; 2025Q2: 9,247 shares; 2025Q3: 7,624 shares; 2025Q4: 3,729 shares; 2026Q1: 3,579 shares; 2026Q2: 3,328 shares 3,328 $734K 0.05% -251 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: not reported; 2024Q4: 145,956 shares; 2025Q1: not reported; 2025Q2: 59,689 shares; 2025Q3: 54,057 shares; 2025Q4: 36,749 shares; 2026Q1: 23,306 shares; 2026Q2: 22,531 shares 22,531 $714K 0.05% -775 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,446 shares; 2025Q1: not reported; 2025Q2: 1,632 shares; 2025Q3: 1,447 shares; 2025Q4: 1,441 shares; 2026Q1: 1,384 shares; 2026Q2: 1,233 shares 1,233 $711K 0.04% -151 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,421 shares; 2025Q1: 2,431 shares; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares; 2025Q4: 2,299 shares; 2026Q1: 2,278 shares; 2026Q2: 1,878 shares 1,878 $707K 0.04% -400 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,209 shares; 2025Q1: 5,783 shares; 2025Q2: 3,005 shares; 2025Q3: 2,410 shares; 2025Q4: 1,998 shares; 2026Q1: 1,335 shares; 2026Q2: 1,358 shares 1,358 $705K 0.04% +23 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 312 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310 shares 310 $705K 0.04% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,354 shares; 2025Q1: not reported; 2025Q2: 15,231 shares; 2025Q3: 11,128 shares; 2025Q4: 10,923 shares; 2026Q1: 11,306 shares; 2026Q2: 11,273 shares 11,273 $698K 0.04% -33 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 73,045 shares; 2025Q1: 25,270 shares; 2025Q2: 19,444 shares; 2025Q3: 16,232 shares; 2025Q4: 9,854 shares; 2026Q1: 7,885 shares; 2026Q2: 7,221 shares 7,221 $694K 0.04% -664 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: 18,064 shares; 2025Q1: 12,028 shares; 2025Q2: 8,278 shares; 2025Q3: 6,962 shares; 2025Q4: 6,278 shares; 2026Q1: 4,041 shares; 2026Q2: 3,361 shares 3,361 $689K 0.04% -680 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,821 shares; 2025Q1: not reported; 2025Q2: 3,473 shares; 2025Q3: 3,347 shares; 2025Q4: 3,183 shares; 2026Q1: 2,798 shares; 2026Q2: 2,797 shares 2,797 $689K 0.04% -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; 2024Q3: not reported; 2024Q4: 72,741 shares; 2025Q1: not reported; 2025Q2: 20,309 shares; 2025Q3: 20,311 shares; 2025Q4: 20,314 shares; 2026Q1: 20,316 shares; 2026Q2: 20,318 shares 20,318 $688K 0.04% +2 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,400 shares; 2025Q1: 75,105 shares; 2025Q2: 82,573 shares; 2025Q3: 65,419 shares; 2025Q4: 22,370 shares; 2026Q1: 15,818 shares; 2026Q2: 14,452 shares 14,452 $687K 0.04% -1,366 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: not reported; 2024Q4: 49,637 shares; 2025Q1: not reported; 2025Q2: 13,124 shares; 2025Q3: 10,726 shares; 2025Q4: 10,291 shares; 2026Q1: 8,758 shares; 2026Q2: 8,309 shares 8,309 $687K 0.04% -449 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,265 shares; 2025Q1: 956 shares; 2025Q2: 448 shares; 2025Q3: 331 shares; 2025Q4: 327 shares; 2026Q1: 332 shares; 2026Q2: 344 shares 344 $684K 0.04% +12 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,269 shares; 2025Q1: 17,072 shares; 2025Q2: 8,965 shares; 2025Q3: 6,463 shares; 2025Q4: 5,463 shares; 2026Q1: 4,355 shares; 2026Q2: 4,295 shares 4,295 $673K 0.04% -60 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,174 shares; 2025Q1: 8,321 shares; 2025Q2: 6,610 shares; 2025Q3: 6,332 shares; 2025Q4: 4,428 shares; 2026Q1: 3,853 shares; 2026Q2: 3,347 shares 3,347 $672K 0.04% -506 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,224 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,345 shares; 2025Q4: 3,109 shares; 2026Q1: 2,676 shares; 2026Q2: 2,624 shares 2,624 $670K 0.04% -52 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,688 shares; 2025Q1: 2,706 shares; 2025Q2: 1,457 shares; 2025Q3: 1,352 shares; 2025Q4: 1,374 shares; 2026Q1: 1,371 shares; 2026Q2: 1,357 shares 1,357 $667K 0.04% -14 Timeline IGF 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: 42,449 shares; 2025Q1: not reported; 2025Q2: 27,425 shares; 2025Q3: 13,599 shares; 2025Q4: 13,483 shares; 2026Q1: 12,074 shares; 2026Q2: 9,795 shares 9,795 $652K 0.04% -2,279 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: 18,132 shares; 2025Q1: not reported; 2025Q2: 4,380 shares; 2025Q3: 3,215 shares; 2025Q4: 2,142 shares; 2026Q1: 2,109 shares; 2026Q2: 8,037 shares 8,037 $648K 0.04% +5,928 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: not reported; 2024Q4: 33,000 shares; 2025Q1: not reported; 2025Q2: 8,570 shares; 2025Q3: 5,367 shares; 2025Q4: 5,091 shares; 2026Q1: 3,351 shares; 2026Q2: 3,134 shares 3,134 $643K 0.04% -217 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,881 shares; 2025Q1: 9,419 shares; 2025Q2: 4,253 shares; 2025Q3: 4,446 shares; 2025Q4: 13,188 shares; 2026Q1: 4,921 shares; 2026Q2: 4,674 shares 4,674 $639K 0.04% -247 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,724 shares; 2025Q1: not reported; 2025Q2: 14,042 shares; 2025Q3: 23,765 shares; 2025Q4: 49,571 shares; 2026Q1: 10,186 shares; 2026Q2: 9,398 shares 9,398 $630K 0.04% -788 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,397 shares; 2025Q1: not reported; 2025Q2: 6,983 shares; 2025Q3: 5,909 shares; 2025Q4: 6,222 shares; 2026Q1: 6,093 shares; 2026Q2: 5,806 shares 5,806 $627K 0.04% -287 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,100 shares; 2025Q1: 6,950 shares; 2025Q2: 7,345 shares; 2025Q3: 6,709 shares; 2025Q4: 6,709 shares; 2026Q1: 9,042 shares; 2026Q2: 9,042 shares 9,042 $621K 0.04% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,502,645 shares; 2025Q1: 3,501,904 shares; 2025Q2: not reported; 2025Q3: 312 shares; 2025Q4: 480 shares; 2026Q1: 4,204 shares; 2026Q2: 1,198 shares 1,198 $617K 0.04% -3,006 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,735 shares; 2025Q2: 190,904 shares; 2025Q3: 153,310 shares; 2025Q4: 55,711 shares; 2026Q1: 54,240 shares; 2026Q2: 41,923 shares 41,923 $615K 0.04% -12,317 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,807 shares; 2025Q1: not reported; 2025Q2: 7,902 shares; 2025Q3: 7,902 shares; 2025Q4: 8,152 shares; 2026Q1: 8,152 shares; 2026Q2: 8,112 shares 8,112 $613K 0.04% -40 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: not reported; 2024Q4: 14,687 shares; 2025Q1: not reported; 2025Q2: 2,759 shares; 2025Q3: 2,674 shares; 2025Q4: 2,594 shares; 2026Q1: 2,328 shares; 2026Q2: 2,191 shares 2,191 $610K 0.04% -137 Timeline TFLO 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: 123,099 shares; 2025Q1: 98,715 shares; 2025Q2: 32,667 shares; 2025Q3: 20,402 shares; 2025Q4: 15,152 shares; 2026Q1: 11,379 shares; 2026Q2: 11,829 shares 11,829 $599K 0.04% +450 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,880 shares; 2025Q1: 19,160 shares; 2025Q2: 16,687 shares; 2025Q3: 16,197 shares; 2025Q4: 15,947 shares; 2026Q1: 15,637 shares; 2026Q2: 15,834 shares 15,834 $585K 0.04% +197 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,673 shares; 2025Q1: not reported; 2025Q2: 27,416 shares; 2025Q3: 16,168 shares; 2025Q4: 12,320 shares; 2026Q1: 9,934 shares; 2026Q2: 7,965 shares 7,965 $585K 0.04% -1,969 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,423 shares; 2025Q1: 31,333 shares; 2025Q2: 22,343 shares; 2025Q3: 18,010 shares; 2025Q4: 12,585 shares; 2026Q1: 5,595 shares; 2026Q2: 5,087 shares 5,087 $566K 0.04% -508 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,769 shares; 2025Q1: 1,515 shares; 2025Q2: 18,090 shares; 2025Q3: 17,601 shares; 2025Q4: 17,403 shares; 2026Q1: 6,222 shares; 2026Q2: 6,134 shares 6,134 $565K 0.04% -88 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,060 shares; 2025Q1: 35,683 shares; 2025Q2: 25,784 shares; 2025Q3: 23,919 shares; 2025Q4: 15,195 shares; 2026Q1: 15,065 shares; 2026Q2: 7,802 shares 7,802 $564K 0.04% -7,263 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,908 shares; 2025Q1: 1,934 shares; 2025Q2: 1,463 shares; 2025Q3: 1,455 shares; 2025Q4: 1,435 shares; 2026Q1: 1,941 shares; 2026Q2: 1,991 shares 1,991 $560K 0.04% +50 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,163 shares; 2025Q1: 10,636 shares; 2025Q2: 7,507 shares; 2025Q3: 7,415 shares; 2025Q4: 3,061 shares; 2026Q1: 2,844 shares; 2026Q2: 1,123 shares 1,123 $558K 0.04% -1,721 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,576 shares; 2025Q1: not reported; 2025Q2: 3,913 shares; 2025Q3: 4,163 shares; 2025Q4: 3,978 shares; 2026Q1: 4,154 shares; 2026Q2: 3,461 shares 3,461 $553K 0.03% -693 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,142 shares; 2026Q2: 6,143 shares 6,143 $547K 0.03% +1 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,755 shares; 2025Q1: not reported; 2025Q2: 3,255 shares; 2025Q3: 2,498 shares; 2025Q4: 2,455 shares; 2026Q1: 2,118 shares; 2026Q2: 1,832 shares 1,832 $536K 0.03% -286 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,819 shares; 2026Q2: 2,806 shares 2,806 $532K 0.03% -13 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,922 shares; 2025Q1: 3,981 shares; 2025Q2: 2,736 shares; 2025Q3: 2,665 shares; 2025Q4: 2,437 shares; 2026Q1: 2,382 shares; 2026Q2: 1,226 shares 1,226 $529K 0.03% -1,156 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,241 shares; 2025Q1: 5,267 shares; 2025Q2: 4,242 shares; 2025Q3: 4,064 shares; 2025Q4: 3,599 shares; 2026Q1: 3,478 shares; 2026Q2: 3,255 shares 3,255 $528K 0.03% -223 Timeline REET 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: 177,519 shares; 2025Q1: 140,247 shares; 2025Q2: 63,817 shares; 2025Q3: 40,921 shares; 2025Q4: 38,129 shares; 2026Q1: 27,093 shares; 2026Q2: 18,876 shares 18,876 $521K 0.03% -8,217 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,181 shares; 2025Q1: 12,291 shares; 2025Q2: 6,775 shares; 2025Q3: 5,564 shares; 2025Q4: 4,014 shares; 2026Q1: 2,661 shares; 2026Q2: 2,409 shares 2,409 $518K 0.03% -252 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,518 shares; 2025Q1: not reported; 2025Q2: 26,224 shares; 2025Q3: 26,061 shares; 2025Q4: 17,324 shares; 2026Q1: 11,017 shares; 2026Q2: 5,507 shares 5,507 $516K 0.03% -5,510 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,687 shares; 2025Q1: 18,269 shares; 2025Q2: 16,629 shares; 2025Q3: 13,750 shares; 2025Q4: 12,735 shares; 2026Q1: 11,095 shares; 2026Q2: 10,333 shares 10,333 $515K 0.03% -762 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,512 shares; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,182 shares; 2025Q4: 1,175 shares; 2026Q1: 1,083 shares; 2026Q2: 1,039 shares 1,039 $514K 0.03% -44 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,822 shares; 2025Q1: not reported; 2025Q2: 4,493 shares; 2025Q3: 4,150 shares; 2025Q4: 4,123 shares; 2026Q1: 4,042 shares; 2026Q2: 3,817 shares 3,817 $506K 0.03% -225 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 742 shares; 2026Q2: 788 shares 788 $503K 0.03% +46 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,931 shares; 2025Q1: 7,418 shares; 2025Q2: 4,625 shares; 2025Q3: 3,510 shares; 2025Q4: 3,410 shares; 2026Q1: 3,196 shares; 2026Q2: 3,152 shares 3,152 $494K 0.03% -44 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,342 shares; 2025Q1: 2,093 shares; 2025Q2: 1,471 shares; 2025Q3: 1,461 shares; 2025Q4: 1,473 shares; 2026Q1: 1,303 shares; 2026Q2: 1,249 shares 1,249 $487K 0.03% -54 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,822 shares; 2025Q1: not reported; 2025Q2: 11,472 shares; 2025Q3: 14,200 shares; 2025Q4: 11,504 shares; 2026Q1: 11,245 shares; 2026Q2: 8,437 shares 8,437 $476K 0.03% -2,808 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: not reported; 2024Q4: 6,973 shares; 2025Q1: 5,550 shares; 2025Q2: 4,306 shares; 2025Q3: 4,102 shares; 2025Q4: 4,123 shares; 2026Q1: 3,997 shares; 2026Q2: 4,044 shares 4,044 $474K 0.03% +47 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,217 shares; 2025Q1: not reported; 2025Q2: 6,011 shares; 2025Q3: 5,883 shares; 2025Q4: 5,733 shares; 2026Q1: 5,269 shares; 2026Q2: 5,020 shares 5,020 $469K 0.03% -249 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,681 shares; 2025Q1: not reported; 2025Q2: 2,823 shares; 2025Q3: 2,180 shares; 2025Q4: 2,140 shares; 2026Q1: 2,027 shares; 2026Q2: 2,037 shares 2,037 $455K 0.03% +10 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,747 shares; 2025Q1: not reported; 2025Q2: 2,896 shares; 2025Q3: 2,899 shares; 2025Q4: 2,871 shares; 2026Q1: 2,684 shares; 2026Q2: 2,647 shares 2,647 $450K 0.03% -37 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,749 shares; 2025Q1: 3,651 shares; 2025Q2: 1,871 shares; 2025Q3: 1,807 shares; 2025Q4: 1,785 shares; 2026Q1: 1,756 shares; 2026Q2: 585 shares 585 $442K 0.03% -1,171 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,788 shares; 2025Q1: 2,867 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,864 shares; 2026Q1: 4,939 shares; 2026Q2: 4,942 shares 4,942 $442K 0.03% +3 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $439K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,593 shares; 2025Q1: 8,844 shares; 2025Q2: 3,275 shares; 2025Q3: 3,354 shares; 2025Q4: 2,023 shares; 2026Q1: 1,929 shares; 2026Q2: 1,972 shares 1,972 $427K 0.03% +43 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,018 shares; 2025Q1: not reported; 2025Q2: 3,161 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 1,754 shares; 2026Q2: 1,754 shares 1,754 $425K 0.03% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,249 shares; 2025Q1: not reported; 2025Q2: 18,443 shares; 2025Q3: 14,358 shares; 2025Q4: 16,194 shares; 2026Q1: 16,207 shares; 2026Q2: 15,344 shares 15,344 $420K 0.03% -863 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,923 shares; 2025Q1: not reported; 2025Q2: 7,962 shares; 2025Q3: 6,689 shares; 2025Q4: 6,021 shares; 2026Q1: 5,959 shares; 2026Q2: 5,590 shares 5,590 $416K 0.03% -369 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,354 shares; 2025Q1: 5,428 shares; 2025Q2: not reported; 2025Q3: 23,716 shares; 2025Q4: 23,120 shares; 2026Q1: 17,583 shares; 2026Q2: 16,139 shares 16,139 $413K 0.03% -1,444 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,787 shares; 2025Q1: 22,699 shares; 2025Q2: 7,091 shares; 2025Q3: 6,740 shares; 2025Q4: 6,206 shares; 2026Q1: 5,823 shares; 2026Q2: 5,621 shares 5,621 $406K 0.03% -202 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,934 shares; 2025Q1: 3,311 shares; 2025Q2: 644 shares; 2025Q3: 641 shares; 2025Q4: 583 shares; 2026Q1: 549 shares; 2026Q2: 530 shares 530 $405K 0.03% -19 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,162 shares 5,162 $404K 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,229 shares; 2025Q1: 3,498 shares; 2025Q2: 2,067 shares; 2025Q3: 2,114 shares; 2025Q4: 1,862 shares; 2026Q1: 1,724 shares; 2026Q2: 1,747 shares 1,747 $397K 0.03% +23 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,013 shares; 2025Q1: 40,777 shares; 2025Q2: 12,930 shares; 2025Q3: 12,503 shares; 2025Q4: 10,321 shares; 2026Q1: 5,073 shares; 2026Q2: 4,999 shares 4,999 $385K 0.02% -74 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; 2024Q3: not reported; 2024Q4: 9,813 shares; 2025Q1: 6,693 shares; 2025Q2: 3,858 shares; 2025Q3: 3,710 shares; 2025Q4: 2,805 shares; 2026Q1: 2,789 shares; 2026Q2: 2,352 shares 2,352 $385K 0.02% -437 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,630 shares; 2024Q4: 65,622 shares; 2025Q1: not reported; 2025Q2: 15,120 shares; 2025Q3: 8,118 shares; 2025Q4: 5,737 shares; 2026Q1: 4,414 shares; 2026Q2: 3,943 shares 3,943 $380K 0.02% -471 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,367 shares; 2025Q1: 6,798 shares; 2025Q2: 3,994 shares; 2025Q3: not reported; 2025Q4: 1,239 shares; 2026Q1: not reported; 2026Q2: 1,787 shares 1,787 $380K 0.02% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 779 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 462 shares; 2025Q4: 465 shares; 2026Q1: 391 shares; 2026Q2: 378 shares 378 $370K 0.02% -13 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: not reported; 2024Q4: 6,521 shares; 2025Q1: not reported; 2025Q2: 4,670 shares; 2025Q3: 4,566 shares; 2025Q4: 5,223 shares; 2026Q1: 5,368 shares; 2026Q2: 3,728 shares 3,728 $367K 0.02% -1,640 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,453 shares; 2025Q1: not reported; 2025Q2: 2,761 shares; 2025Q3: 2,645 shares; 2025Q4: 2,487 shares; 2026Q1: 2,589 shares; 2026Q2: 2,164 shares 2,164 $366K 0.02% -425 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,878 shares; 2025Q1: 9,880 shares; 2025Q2: 8,222 shares; 2025Q3: 2,729 shares; 2025Q4: 2,785 shares; 2026Q1: 2,822 shares; 2026Q2: 2,842 shares 2,842 $359K 0.02% +20 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,659 shares; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,196 shares; 2025Q4: 1,183 shares; 2026Q1: 1,144 shares; 2026Q2: 1,138 shares 1,138 $358K 0.02% -6 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,213 shares; 2025Q1: not reported; 2025Q2: 5,641 shares; 2025Q3: 3,448 shares; 2025Q4: 2,365 shares; 2026Q1: 2,346 shares; 2026Q2: 1,993 shares 1,993 $358K 0.02% -353 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,620 shares; 2025Q1: not reported; 2025Q2: 6,086 shares; 2025Q3: 5,889 shares; 2025Q4: 5,107 shares; 2026Q1: 5,106 shares; 2026Q2: 5,066 shares 5,066 $355K 0.02% -40 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,112 shares; 2025Q1: not reported; 2025Q2: 9,418 shares; 2025Q3: 7,365 shares; 2025Q4: 5,078 shares; 2026Q1: 3,983 shares; 2026Q2: 3,521 shares 3,521 $351K 0.02% -462 Timeline IEF 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: 2,311 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,699 shares; 2026Q2: 3,701 shares 3,701 $350K 0.02% +2 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,386 shares; 2025Q1: 4,285 shares; 2025Q2: 3,938 shares; 2025Q3: 3,911 shares; 2025Q4: 3,875 shares; 2026Q1: 3,865 shares; 2026Q2: 3,854 shares 3,854 $349K 0.02% -11 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,751 shares; 2025Q1: 3,261 shares; 2025Q2: 1,355 shares; 2025Q3: 1,281 shares; 2025Q4: 1,274 shares; 2026Q1: 1,119 shares; 2026Q2: 1,056 shares 1,056 $349K 0.02% -63 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,426 shares; 2024Q4: 55,687 shares; 2025Q1: 32,306 shares; 2025Q2: 15,944 shares; 2025Q3: 7,740 shares; 2025Q4: 6,655 shares; 2026Q1: 6,018 shares; 2026Q2: 5,875 shares 5,875 $348K 0.02% -143 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,096 shares; 2025Q1: 1,108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 1,026 shares; 2026Q2: 1,104 shares 1,104 $346K 0.02% +78 Timeline ICSH 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: 87,892 shares; 2025Q1: 82,501 shares; 2025Q2: 59,466 shares; 2025Q3: 39,195 shares; 2025Q4: 13,758 shares; 2026Q1: 6,755 shares; 2026Q2: 6,751 shares 6,751 $341K 0.02% -4 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: not reported; 2024Q4: 2,802 shares; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $338K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 5,981 shares; 2026Q1: 4,608 shares; 2026Q2: 3,728 shares 3,728 $330K 0.02% -880 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,968 shares; 2025Q1: not reported; 2025Q2: 6,276 shares; 2025Q3: 4,626 shares; 2025Q4: 4,397 shares; 2026Q1: 4,643 shares; 2026Q2: 4,238 shares 4,238 $329K 0.02% -405 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,881 shares; 2025Q1: 4,791 shares; 2025Q2: 2,749 shares; 2025Q3: 2,388 shares; 2025Q4: 1,745 shares; 2026Q1: 1,421 shares; 2026Q2: 934 shares 934 $327K 0.02% -487 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: not reported; 2024Q4: 4,628 shares; 2025Q1: not reported; 2025Q2: 3,343 shares; 2025Q3: 2,845 shares; 2025Q4: 2,843 shares; 2026Q1: 1,892 shares; 2026Q2: 1,496 shares 1,496 $326K 0.02% -396 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,858 shares; 2026Q1: not reported; 2026Q2: 14,526 shares 14,526 $325K 0.02% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,298 shares; 2025Q1: 27,051 shares; 2025Q2: 13,212 shares; 2025Q3: 14,502 shares; 2025Q4: 13,064 shares; 2026Q1: 14,624 shares; 2026Q2: 14,749 shares 14,749 $324K 0.02% +125 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,010 shares; 2026Q2: 4,010 shares 4,010 $318K 0.02% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,575 shares; 2025Q1: 14,615 shares; 2025Q2: 3,791 shares; 2025Q3: 2,483 shares; 2025Q4: 2,483 shares; 2026Q1: 2,483 shares; 2026Q2: 2,483 shares 2,483 $317K 0.02% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,028 shares; 2025Q1: 13,167 shares; 2025Q2: 10,748 shares; 2025Q3: 12,177 shares; 2025Q4: 13,043 shares; 2026Q1: 15,235 shares; 2026Q2: 19,980 shares 19,980 $317K 0.02% +4,745 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: not reported; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 797 shares; 2025Q4: 788 shares; 2026Q1: 775 shares; 2026Q2: 762 shares 762 $317K 0.02% -13 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: not reported; 2024Q4: 6,180 shares; 2025Q1: not reported; 2025Q2: 2,968 shares; 2025Q3: 2,574 shares; 2025Q4: 2,456 shares; 2026Q1: 2,322 shares; 2026Q2: 2,208 shares 2,208 $316K 0.02% -114 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: 15,213 shares; 2025Q1: 12,994 shares; 2025Q2: 11,206 shares; 2025Q3: 11,062 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,052 shares 2,052 $315K 0.02% new Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,373 shares; 2025Q1: 19,324 shares; 2025Q2: not reported; 2025Q3: 5,139 shares; 2025Q4: 5,104 shares; 2026Q1: 5,104 shares; 2026Q2: 5,104 shares 5,104 $313K 0.02% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,988 shares; 2024Q4: 83,981 shares; 2025Q1: not reported; 2025Q2: 33,741 shares; 2025Q3: 17,348 shares; 2025Q4: 10,614 shares; 2026Q1: 4,057 shares; 2026Q2: 3,088 shares 3,088 $310K 0.02% -969 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,023 shares; 2025Q1: 926 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419 shares; 2026Q2: 424 shares 424 $305K 0.02% +5 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 418 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 397 shares; 2026Q1: 444 shares; 2026Q2: 367 shares 367 $305K 0.02% -77 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,789 shares; 2025Q1: not reported; 2025Q2: 4,797 shares; 2025Q3: 4,801 shares; 2025Q4: 3,931 shares; 2026Q1: 3,934 shares; 2026Q2: 3,938 shares 3,938 $304K 0.02% +4 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: not reported; 2024Q4: not reported; 2025Q1: 1,837 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,568 shares; 2026Q2: 1,581 shares 1,581 $298K 0.02% +13 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,962 shares; 2025Q1: not reported; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares; 2026Q1: 2,962 shares; 2026Q2: 2,962 shares 2,962 $295K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,584 shares; 2025Q1: 2,571 shares; 2025Q2: 991 shares; 2025Q3: 886 shares; 2025Q4: 827 shares; 2026Q1: 738 shares; 2026Q2: 717 shares 717 $292K 0.02% -21 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,762 shares; 2025Q1: not reported; 2025Q2: 3,762 shares; 2025Q3: 3,762 shares; 2025Q4: 3,762 shares; 2026Q1: 3,762 shares; 2026Q2: 3,762 shares 3,762 $288K 0.02% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,929 shares; 2025Q2: not reported; 2025Q3: 2,224 shares; 2025Q4: 2,066 shares; 2026Q1: not reported; 2026Q2: 1,845 shares 1,845 $286K 0.02% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,324 shares; 2025Q1: 2,408 shares; 2025Q2: 1,709 shares; 2025Q3: 1,156 shares; 2025Q4: 1,110 shares; 2026Q1: 1,166 shares; 2026Q2: 1,105 shares 1,105 $283K 0.02% -61 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,283 shares; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: 1,966 shares; 2025Q4: 2,056 shares; 2026Q1: 2,030 shares; 2026Q2: 1,897 shares 1,897 $277K 0.02% -133 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,152 shares; 2025Q1: not reported; 2025Q2: 6,149 shares; 2025Q3: 4,794 shares; 2025Q4: 4,061 shares; 2026Q1: 3,570 shares; 2026Q2: 3,450 shares 3,450 $276K 0.02% -120 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,080 shares; 2025Q1: not reported; 2025Q2: 3,844 shares; 2025Q3: 2,823 shares; 2025Q4: 1,751 shares; 2026Q1: 1,215 shares; 2026Q2: 818 shares 818 $273K 0.02% -397 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; 2024Q3: not reported; 2024Q4: 76,420 shares; 2025Q1: 77,675 shares; 2025Q2: 43,140 shares; 2025Q3: 25,629 shares; 2025Q4: 11,903 shares; 2026Q1: 5,371 shares; 2026Q2: 5,363 shares 5,363 $271K 0.02% -8 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,913 shares; 2025Q1: not reported; 2025Q2: 4,256 shares; 2025Q3: not reported; 2025Q4: 2,668 shares; 2026Q1: 2,746 shares; 2026Q2: 2,839 shares 2,839 $270K 0.02% +93 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: 77,049 shares; 2025Q1: not reported; 2025Q2: 32,316 shares; 2025Q3: 24,686 shares; 2025Q4: 11,559 shares; 2026Q1: 7,196 shares; 2026Q2: 6,401 shares 6,401 $263K 0.02% -795 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: 12,662 shares; 2025Q1: not reported; 2025Q2: 3,941 shares; 2025Q3: 4,094 shares; 2025Q4: 3,793 shares; 2026Q1: 3,235 shares; 2026Q2: 3,135 shares 3,135 $262K 0.02% -100 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,577 shares; 2025Q1: 1,083 shares; 2025Q2: 708 shares; 2025Q3: 550 shares; 2025Q4: 2,525 shares; 2026Q1: 2,340 shares; 2026Q2: 2,618 shares 2,618 $260K 0.02% +278 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,890 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,202 shares; 2026Q2: 9,721 shares 9,721 $259K 0.02% -481 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,244 shares; 2026Q1: 1,245 shares; 2026Q2: 1,208 shares 1,208 $257K 0.02% -37 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,422 shares; 2025Q1: 5,205 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,503 shares 2,503 $256K 0.02% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,633 shares; 2025Q1: not reported; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $254K 0.02% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,525 shares; 2025Q1: not reported; 2025Q2: 4,416 shares; 2025Q3: 4,391 shares; 2025Q4: 4,343 shares; 2026Q1: 4,308 shares; 2026Q2: 677 shares 677 $254K 0.02% -3,631 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,521 shares; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 2,944 shares; 2025Q4: 2,944 shares; 2026Q1: 2,944 shares; 2026Q2: 2,944 shares 2,944 $252K 0.02% 0 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: not reported; 2024Q4: 1,275 shares; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 851 shares; 2025Q4: 821 shares; 2026Q1: 787 shares; 2026Q2: 702 shares 702 $249K 0.02% -85 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,108 shares; 2025Q1: not reported; 2025Q2: 6,172 shares; 2025Q3: 4,291 shares; 2025Q4: 4,279 shares; 2026Q1: 2,972 shares; 2026Q2: 2,969 shares 2,969 $249K 0.02% -3 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,242 shares; 2025Q1: not reported; 2025Q2: 3,309 shares; 2025Q3: 3,287 shares; 2025Q4: 3,122 shares; 2026Q1: 3,107 shares; 2026Q2: 3,058 shares 3,058 $248K 0.02% -49 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,164 shares; 2025Q1: not reported; 2025Q2: 3,143 shares; 2025Q3: 2,633 shares; 2025Q4: 2,505 shares; 2026Q1: 1,253 shares; 2026Q2: 949 shares 949 $248K 0.02% -304 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,185 shares; 2025Q1: not reported; 2025Q2: 7,388 shares; 2025Q3: 7,145 shares; 2025Q4: 4,349 shares; 2026Q1: 3,521 shares; 2026Q2: 5,714 shares 5,714 $244K 0.02% +2,193 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,856 shares; 2025Q1: 42,403 shares; 2025Q2: 19,149 shares; 2025Q3: 13,245 shares; 2025Q4: 6,705 shares; 2026Q1: not reported; 2026Q2: 3,449 shares 3,449 $244K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,884 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 657 shares; 2026Q1: 642 shares; 2026Q2: 647 shares 647 $240K 0.02% +5 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,747 shares; 2025Q1: 5,355 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,005 shares; 2026Q2: 3,806 shares 3,806 $239K 0.02% -199 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES 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: 10,000 shares 10,000 $239K 0.02% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,098 shares; 2025Q1: 18,794 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,255 shares 5,255 $237K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,302 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,789 shares; 2026Q1: 2,994 shares; 2026Q2: 2,994 shares 2,994 $237K 0.01% 0 Timeline EWU 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: 82,470 shares; 2025Q1: 4,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares; 2026Q1: 5,071 shares; 2026Q2: 5,071 shares 5,071 $234K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,647 shares; 2025Q1: not reported; 2025Q2: 1,103 shares; 2025Q3: 1,108 shares; 2025Q4: 1,004 shares; 2026Q1: 922 shares; 2026Q2: 867 shares 867 $233K 0.01% -55 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,342 shares; 2025Q3: 3,345 shares; 2025Q4: 3,347 shares; 2026Q1: 3,349 shares; 2026Q2: 3,352 shares 3,352 $233K 0.01% +3 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,582 shares; 2025Q1: not reported; 2025Q2: 4,322 shares; 2025Q3: 4,322 shares; 2025Q4: 4,322 shares; 2026Q1: 3,486 shares; 2026Q2: 2,986 shares 2,986 $233K 0.01% -500 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,683 shares; 2025Q1: 6,086 shares; 2025Q2: 4,669 shares; 2025Q3: 5,090 shares; 2025Q4: 3,653 shares; 2026Q1: 3,769 shares; 2026Q2: 3,405 shares 3,405 $233K 0.01% -364 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,609 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,590 shares 2,590 $229K 0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 11,901 shares; 2026Q1: 4,309 shares; 2026Q2: 4,308 shares 4,308 $229K 0.01% -1 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: not reported; 2024Q4: 7,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,873 shares; 2026Q2: 3,753 shares 3,753 $227K 0.01% -120 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,664 shares; 2025Q1: 20,167 shares; 2025Q2: 14,979 shares; 2025Q3: 15,094 shares; 2025Q4: 14,550 shares; 2026Q1: 13,811 shares; 2026Q2: 10,588 shares 10,588 $227K 0.01% -3,223 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: not reported; 2024Q4: 20,776 shares; 2025Q1: 20,693 shares; 2025Q2: 2,931 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,816 shares; 2026Q2: 2,648 shares 2,648 $224K 0.01% -168 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,419 shares; 2026Q2: 1,528 shares 1,528 $224K 0.01% +109 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,438 shares; 2026Q2: 39,062 shares 39,062 $220K 0.01% +15,624 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,470 shares; 2025Q1: 10,210 shares; 2025Q2: 4,441 shares; 2025Q3: 4,369 shares; 2025Q4: 6,476 shares; 2026Q1: 5,320 shares; 2026Q2: 4,820 shares 4,820 $219K 0.01% -500 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,235 shares; 2025Q1: 2,692 shares; 2025Q2: not reported; 2025Q3: 2,151 shares; 2025Q4: 2,073 shares; 2026Q1: 1,862 shares; 2026Q2: 1,829 shares 1,829 $214K 0.01% -33 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,275 shares; 2025Q1: not reported; 2025Q2: 26,248 shares; 2025Q3: 26,436 shares; 2025Q4: 23,545 shares; 2026Q1: 24,276 shares; 2026Q2: 15,230 shares 15,230 $212K 0.01% -9,046 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: not reported; 2024Q4: 3,402 shares; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,508 shares; 2025Q4: 1,013 shares; 2026Q1: 793 shares; 2026Q2: 743 shares 743 $208K 0.01% -50 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,803 shares; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,535 shares; 2025Q4: 1,415 shares; 2026Q1: 1,379 shares; 2026Q2: 1,239 shares 1,239 $208K 0.01% -140 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,213 shares; 2025Q1: 1,835 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,110 shares 1,110 $206K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 149 shares 149 $205K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,948 shares; 2025Q1: not reported; 2025Q2: 1,169 shares; 2025Q3: 1,143 shares; 2025Q4: 1,071 shares; 2026Q1: 507 shares; 2026Q2: 450 shares 450 $204K 0.01% -57 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,714 shares; 2025Q1: 3,717 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,665 shares 2,665 $202K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 69,154 shares; 2025Q1: 54,229 shares; 2025Q2: 21,312 shares; 2025Q3: 13,839 shares; 2025Q4: 14,167 shares; 2026Q1: 13,922 shares; 2026Q2: 13,831 shares 13,831 $191K 0.01% -91 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,372 shares; 2025Q1: 27,010 shares; 2025Q2: 14,561 shares; 2025Q3: 10,749 shares; 2025Q4: 10,545 shares; 2026Q1: 10,183 shares; 2026Q2: 10,207 shares 10,207 $97.8K 0.01% +24 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,165 shares; 2025Q1: not reported; 2025Q2: 23,801 shares; 2025Q3: 13,167 shares; 2025Q4: 13,333 shares; 2026Q1: 13,198 shares; 2026Q2: 13,964 shares 13,964 $81.4K 0.01% +766 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 97,329 shares; 2025Q1: 77,620 shares; 2025Q2: 19,831 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,048 shares 11,048 $24.9K <0.01% new Timeline