DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,428,141 shares; 2024Q4: 3,436,676 shares; 2025Q1: 3,479,601 shares; 2025Q2: 3,494,353 shares; 2025Q3: 3,255,533 shares; 2025Q4: 3,225,954 shares; 2026Q1: 3,181,539 shares; 2026Q2: 3,196,733 shares 3,196,733 $142M 30.9% +15,194 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,926,725 shares; 2024Q4: 2,003,684 shares; 2025Q1: 2,039,608 shares; 2025Q2: 2,227,118 shares; 2025Q3: 2,079,307 shares; 2025Q4: 2,066,694 shares; 2026Q1: 2,029,733 shares; 2026Q2: 2,037,905 shares 2,037,905 $75.9M 16.55% +8,172 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623,895 shares; 2024Q4: 638,188 shares; 2025Q1: 659,237 shares; 2025Q2: 819,222 shares; 2025Q3: 764,056 shares; 2025Q4: 756,542 shares; 2026Q1: 747,068 shares; 2026Q2: 709,279 shares 709,279 $28.8M 6.28% -37,789 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505,249 shares; 2024Q4: 499,143 shares; 2025Q1: 492,789 shares; 2025Q2: 507,895 shares; 2025Q3: 466,177 shares; 2025Q4: 443,009 shares; 2026Q1: 455,686 shares; 2026Q2: 458,250 shares 458,250 $19.1M 4.17% +2,564 Timeline DFGR 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: 462,907 shares; 2024Q4: 479,289 shares; 2025Q1: 494,739 shares; 2025Q2: 499,272 shares; 2025Q3: 472,990 shares; 2025Q4: 475,476 shares; 2026Q1: 476,086 shares; 2026Q2: 478,322 shares 478,322 $13.9M 3.02% +2,236 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: not reported; 2025Q1: 175,539 shares; 2025Q2: 164,575 shares; 2025Q3: 170,790 shares; 2025Q4: 175,407 shares; 2026Q1: 185,965 shares; 2026Q2: 212,175 shares 212,175 $10.7M 2.34% +26,210 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,635 shares; 2024Q4: 304,345 shares; 2025Q1: 310,270 shares; 2025Q2: 331,387 shares; 2025Q3: 260,203 shares; 2025Q4: 245,507 shares; 2026Q1: 216,785 shares; 2026Q2: 201,662 shares 201,662 $10.4M 2.27% -15,123 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,559 shares; 2024Q4: 41,655 shares; 2025Q1: 43,758 shares; 2025Q2: 187,123 shares; 2025Q3: 178,004 shares; 2025Q4: 175,826 shares; 2026Q1: 180,686 shares; 2026Q2: 121,633 shares 121,633 $10M 2.18% -59,053 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,800 shares; 2024Q4: 194,104 shares; 2025Q1: 197,642 shares; 2025Q2: 193,419 shares; 2025Q3: 161,708 shares; 2025Q4: 155,674 shares; 2026Q1: 131,867 shares; 2026Q2: 129,124 shares 129,124 $5.33M 1.16% -2,743 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,850 shares; 2024Q4: 8,155 shares; 2025Q1: 8,529 shares; 2025Q2: 16,512 shares; 2025Q3: 16,675 shares; 2025Q4: 16,115 shares; 2026Q1: 16,612 shares; 2026Q2: 16,501 shares 16,501 $4.77M 1.04% -111 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,281 shares; 2024Q4: 64,715 shares; 2025Q1: 65,715 shares; 2025Q2: 66,265 shares; 2025Q3: 60,793 shares; 2025Q4: 60,077 shares; 2026Q1: 51,500 shares; 2026Q2: 51,574 shares 51,574 $4.76M 1.04% +74 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: 5,780 shares; 2025Q1: 5,155 shares; 2025Q2: 20,133 shares; 2025Q3: 19,968 shares; 2025Q4: 22,455 shares; 2026Q1: 24,560 shares; 2026Q2: 23,344 shares 23,344 $4.67M 1.02% -1,216 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: 48,743 shares; 2024Q4: 49,065 shares; 2025Q1: 51,885 shares; 2025Q2: 193,603 shares; 2025Q3: 187,909 shares; 2025Q4: 178,735 shares; 2026Q1: 176,946 shares; 2026Q2: 131,864 shares 131,864 $4.62M 1.01% -45,082 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,555 shares; 2024Q4: 86,556 shares; 2025Q1: 92,308 shares; 2025Q2: 92,392 shares; 2025Q3: 91,882 shares; 2025Q4: 87,935 shares; 2026Q1: 87,842 shares; 2026Q2: 87,793 shares 87,793 $4.09M 0.89% -49 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,197 shares; 2024Q4: 89,911 shares; 2025Q1: 92,397 shares; 2025Q2: 98,696 shares; 2025Q3: 91,827 shares; 2025Q4: 89,698 shares; 2026Q1: 77,003 shares; 2026Q2: 72,670 shares 72,670 $3.35M 0.73% -4,333 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,966 shares; 2024Q4: 31,400 shares; 2025Q1: 31,258 shares; 2025Q2: 34,935 shares; 2025Q3: 33,706 shares; 2025Q4: 33,640 shares; 2026Q1: 33,016 shares; 2026Q2: 31,775 shares 31,775 $3.07M 0.67% -1,241 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: not reported; 2025Q1: not reported; 2025Q2: 2,234 shares; 2025Q3: 2,033 shares; 2025Q4: 2,154 shares; 2026Q1: 2,492 shares; 2026Q2: 2,471 shares 2,471 $2.85M 0.62% -21 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: 525 shares; 2024Q4: 1,741 shares; 2025Q1: 3,543 shares; 2025Q2: 9,253 shares; 2025Q3: 9,070 shares; 2025Q4: 9,002 shares; 2026Q1: 8,527 shares; 2026Q2: 7,307 shares 7,307 $2.73M 0.59% -1,220 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,601 shares; 2025Q2: 49,665 shares; 2025Q3: 49,722 shares; 2025Q4: 51,553 shares; 2026Q1: 49,377 shares; 2026Q2: 53,011 shares 53,011 $2.7M 0.59% +3,634 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: 2,630 shares; 2024Q4: 3,009 shares; 2025Q1: 3,027 shares; 2025Q2: 6,303 shares; 2025Q3: 5,598 shares; 2025Q4: 5,341 shares; 2026Q1: 5,295 shares; 2026Q2: 5,201 shares 5,201 $2.6M 0.57% -94 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: 10,539 shares; 2024Q4: 12,063 shares; 2025Q1: 12,202 shares; 2025Q2: 30,554 shares; 2025Q3: 24,503 shares; 2025Q4: 22,623 shares; 2026Q1: 22,252 shares; 2026Q2: 22,256 shares 22,256 $2.52M 0.55% +4 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,205 shares; 2024Q4: 46,546 shares; 2025Q1: 46,214 shares; 2025Q2: 46,276 shares; 2025Q3: 31,543 shares; 2025Q4: 29,486 shares; 2026Q1: 28,764 shares; 2026Q2: 28,797 shares 28,797 $2.36M 0.51% +33 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: 861 shares; 2025Q1: 953 shares; 2025Q2: 5,055 shares; 2025Q3: 4,765 shares; 2025Q4: 4,652 shares; 2026Q1: 4,489 shares; 2026Q2: 4,132 shares 4,132 $2.33M 0.51% -357 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: 4,039 shares; 2024Q4: 4,686 shares; 2025Q1: 4,853 shares; 2025Q2: 16,756 shares; 2025Q3: 15,973 shares; 2025Q4: 15,526 shares; 2026Q1: 15,624 shares; 2026Q2: 15,691 shares 15,691 $2.15M 0.47% +67 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: 1,313 shares; 2025Q1: 1,440 shares; 2025Q2: 5,175 shares; 2025Q3: 5,008 shares; 2025Q4: 5,338 shares; 2026Q1: 5,685 shares; 2026Q2: 5,877 shares 5,877 $2.1M 0.46% +192 Timeline DFAW 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: 36,967 shares; 2024Q4: 36,485 shares; 2025Q1: 36,191 shares; 2025Q2: 36,836 shares; 2025Q3: 29,931 shares; 2025Q4: 29,134 shares; 2026Q1: 26,170 shares; 2026Q2: 25,236 shares 25,236 $2.09M 0.46% -934 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: 1,703 shares; 2024Q4: 2,489 shares; 2025Q1: 2,498 shares; 2025Q2: 8,614 shares; 2025Q3: 8,271 shares; 2025Q4: 8,635 shares; 2026Q1: 9,187 shares; 2026Q2: 8,426 shares 8,426 $2.01M 0.44% -761 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: not reported; 2025Q1: not reported; 2025Q2: 14,630 shares; 2025Q3: 13,018 shares; 2025Q4: 12,471 shares; 2026Q1: 13,340 shares; 2026Q2: 14,141 shares 14,141 $1.97M 0.43% +801 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,261 shares; 2024Q4: 43,341 shares; 2025Q1: 47,787 shares; 2025Q2: 46,925 shares; 2025Q3: 45,937 shares; 2025Q4: 43,714 shares; 2026Q1: 43,120 shares; 2026Q2: 43,119 shares 43,119 $1.94M 0.42% -1 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: 1,094 shares; 2025Q1: 1,293 shares; 2025Q2: 4,734 shares; 2025Q3: 4,531 shares; 2025Q4: 4,444 shares; 2026Q1: 5,486 shares; 2026Q2: 5,473 shares 5,473 $1.93M 0.42% -13 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,700 shares; 2024Q4: 62,203 shares; 2025Q1: 64,727 shares; 2025Q2: 65,034 shares; 2025Q3: 62,277 shares; 2025Q4: 58,899 shares; 2026Q1: 51,682 shares; 2026Q2: 46,455 shares 46,455 $1.87M 0.41% -5,227 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: 1,401 shares; 2024Q4: 1,956 shares; 2025Q1: 2,015 shares; 2025Q2: 6,301 shares; 2025Q3: 5,550 shares; 2025Q4: 5,412 shares; 2026Q1: 5,388 shares; 2026Q2: 5,331 shares 5,331 $1.74M 0.38% -57 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: 1,329 shares; 2024Q4: 1,394 shares; 2025Q1: 1,500 shares; 2025Q2: 6,525 shares; 2025Q3: 6,398 shares; 2025Q4: 6,616 shares; 2026Q1: 6,539 shares; 2026Q2: 6,303 shares 6,303 $1.6M 0.35% -236 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,751 shares; 2024Q4: 24,219 shares; 2025Q1: 23,821 shares; 2025Q2: 22,693 shares; 2025Q3: 21,778 shares; 2025Q4: 20,088 shares; 2026Q1: 18,543 shares; 2026Q2: 16,284 shares 16,284 $1.59M 0.35% -2,259 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: 6,336 shares; 2024Q4: 6,336 shares; 2025Q1: 6,336 shares; 2025Q2: 6,336 shares; 2025Q3: 6,336 shares; 2025Q4: 6,336 shares; 2026Q1: 6,336 shares; 2026Q2: 6,336 shares 6,336 $1.5M 0.33% 0 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: 3,250 shares; 2024Q4: 4,554 shares; 2025Q1: 4,592 shares; 2025Q2: 6,006 shares; 2025Q3: 6,498 shares; 2025Q4: 6,574 shares; 2026Q1: 6,486 shares; 2026Q2: 5,870 shares 5,870 $1.48M 0.32% -616 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: 33,265 shares; 2024Q4: 29,283 shares; 2025Q1: 29,062 shares; 2025Q2: 25,969 shares; 2025Q3: 25,763 shares; 2025Q4: 25,750 shares; 2026Q1: 25,760 shares; 2026Q2: 24,268 shares 24,268 $1.47M 0.32% -1,492 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: 6,597 shares; 2024Q4: 6,597 shares; 2025Q1: 6,597 shares; 2025Q2: 6,597 shares; 2025Q3: 6,597 shares; 2025Q4: 6,597 shares; 2026Q1: 6,597 shares; 2026Q2: 6,597 shares 6,597 $1.4M 0.31% 0 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: 1,179 shares; 2025Q1: not reported; 2025Q2: 4,108 shares; 2025Q3: 3,933 shares; 2025Q4: 3,766 shares; 2026Q1: 3,807 shares; 2026Q2: 3,684 shares 3,684 $1.39M 0.3% -123 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: 15,718 shares; 2024Q4: 15,718 shares; 2025Q1: 15,718 shares; 2025Q2: 15,718 shares; 2025Q3: 15,718 shares; 2025Q4: 15,718 shares; 2026Q1: 15,718 shares; 2026Q2: 15,718 shares 15,718 $1.32M 0.29% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,555 shares; 2025Q4: 2,057 shares; 2026Q1: 2,661 shares; 2026Q2: 2,618 shares 2,618 $1.13M 0.25% -43 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: 415 shares; 2025Q1: 437 shares; 2025Q2: 1,789 shares; 2025Q3: 1,026 shares; 2025Q4: 951 shares; 2026Q1: 931 shares; 2026Q2: 932 shares 932 $1.12M 0.24% +1 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: not reported; 2025Q1: not reported; 2025Q2: 2,068 shares; 2025Q3: 1,873 shares; 2025Q4: 1,978 shares; 2026Q1: 1,609 shares; 2026Q2: 1,542 shares 1,542 $1.11M 0.24% -67 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: 1,937 shares; 2024Q4: 2,220 shares; 2025Q1: 2,293 shares; 2025Q2: 4,999 shares; 2025Q3: 4,659 shares; 2025Q4: 4,657 shares; 2026Q1: 4,207 shares; 2026Q2: 3,889 shares 3,889 $1.09M 0.24% -318 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: 8,186 shares; 2024Q4: 9,310 shares; 2025Q1: 9,351 shares; 2025Q2: 12,074 shares; 2025Q3: 11,917 shares; 2025Q4: 14,534 shares; 2026Q1: 14,155 shares; 2026Q2: 12,020 shares 12,020 $1.09M 0.24% -2,135 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: not reported; 2025Q1: not reported; 2025Q2: 9,007 shares; 2025Q3: 7,731 shares; 2025Q4: 7,846 shares; 2026Q1: 7,674 shares; 2026Q2: 7,488 shares 7,488 $1.05M 0.23% -186 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: 3,754 shares; 2024Q4: 3,757 shares; 2025Q1: 3,758 shares; 2025Q2: 3,764 shares; 2025Q3: 3,482 shares; 2025Q4: 2,526 shares; 2026Q1: 2,529 shares; 2026Q2: 2,529 shares 2,529 $1.04M 0.23% 0 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: not reported; 2025Q1: not reported; 2025Q2: 8,715 shares; 2025Q3: 8,841 shares; 2025Q4: 9,033 shares; 2026Q1: 9,065 shares; 2026Q2: 8,692 shares 8,692 $1.02M 0.22% -373 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: 4,079 shares; 2024Q4: 4,079 shares; 2025Q1: 4,079 shares; 2025Q2: 4,079 shares; 2025Q3: 4,079 shares; 2025Q4: 4,079 shares; 2026Q1: 4,079 shares; 2026Q2: 4,079 shares 4,079 $1M 0.22% 0 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: not reported; 2025Q1: not reported; 2025Q2: 839 shares; 2025Q3: 796 shares; 2025Q4: 841 shares; 2026Q1: 925 shares; 2026Q2: 932 shares 932 $992K 0.22% +7 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,488 shares; 2024Q4: 12,250 shares; 2025Q1: 12,675 shares; 2025Q2: 13,063 shares; 2025Q3: 10,863 shares; 2025Q4: 10,913 shares; 2026Q1: 10,220 shares; 2026Q2: 10,199 shares 10,199 $975K 0.21% -21 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: 2,948 shares; 2025Q1: 2,928 shares; 2025Q2: 16,714 shares; 2025Q3: 12,804 shares; 2025Q4: 12,334 shares; 2026Q1: 12,326 shares; 2026Q2: 11,656 shares 11,656 $963K 0.21% -670 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,158 shares; 2025Q4: 999 shares; 2026Q1: 1,031 shares; 2026Q2: 991 shares 991 $956K 0.21% -40 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: not reported; 2025Q1: not reported; 2025Q2: 1,620 shares; 2025Q3: 1,526 shares; 2025Q4: 1,503 shares; 2026Q1: 1,490 shares; 2026Q2: 1,585 shares 1,585 $921K 0.2% +95 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: not reported; 2025Q1: not reported; 2025Q2: 1,064 shares; 2025Q3: 953 shares; 2025Q4: 915 shares; 2026Q1: 893 shares; 2026Q2: 865 shares 865 $875K 0.19% -28 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: 283 shares; 2024Q4: 324 shares; 2025Q1: 338 shares; 2025Q2: 1,162 shares; 2025Q3: 1,042 shares; 2025Q4: 977 shares; 2026Q1: 923 shares; 2026Q2: 923 shares 923 $863K 0.19% 0 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: not reported; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 324 shares; 2025Q4: 308 shares; 2026Q1: 300 shares; 2026Q2: 2,836 shares 2,836 $856K 0.19% +2,536 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: 662 shares; 2024Q4: 868 shares; 2025Q1: 886 shares; 2025Q2: 2,905 shares; 2025Q3: 2,783 shares; 2025Q4: 2,481 shares; 2026Q1: 2,082 shares; 2026Q2: 1,896 shares 1,896 $788K 0.17% -186 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: not reported; 2025Q1: not reported; 2025Q2: 3,002 shares; 2025Q3: 2,623 shares; 2025Q4: 2,409 shares; 2026Q1: 2,191 shares; 2026Q2: 2,095 shares 2,095 $783K 0.17% -96 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,320 shares; 2026Q1: 1,266 shares; 2026Q2: 1,206 shares 1,206 $770K 0.17% -60 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: not reported; 2025Q1: 1,196 shares; 2025Q2: 4,112 shares; 2025Q3: 3,828 shares; 2025Q4: 3,722 shares; 2026Q1: 4,743 shares; 2026Q2: 4,579 shares 4,579 $759K 0.17% -164 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,979 shares; 2024Q4: 16,056 shares; 2025Q1: 16,189 shares; 2025Q2: 16,700 shares; 2025Q3: 14,916 shares; 2025Q4: 14,917 shares; 2026Q1: 15,051 shares; 2026Q2: 14,177 shares 14,177 $746K 0.16% -874 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: not reported; 2025Q1: not reported; 2025Q2: 42,073 shares; 2025Q3: 38,338 shares; 2025Q4: 37,262 shares; 2026Q1: 37,104 shares; 2026Q2: 36,001 shares 36,001 $745K 0.16% -1,103 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: 412 shares; 2025Q1: 466 shares; 2025Q2: 1,953 shares; 2025Q3: 1,898 shares; 2025Q4: 1,758 shares; 2026Q1: 1,649 shares; 2026Q2: 1,446 shares 1,446 $743K 0.16% -203 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: not reported; 2025Q1: not reported; 2025Q2: 15,715 shares; 2025Q3: 13,977 shares; 2025Q4: 13,353 shares; 2026Q1: 12,979 shares; 2026Q2: 12,864 shares 12,864 $733K 0.16% -115 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: 5,513 shares; 2024Q4: 5,686 shares; 2025Q1: 5,187 shares; 2025Q2: 5,794 shares; 2025Q3: 5,473 shares; 2025Q4: 5,447 shares; 2026Q1: 5,147 shares; 2026Q2: 5,119 shares 5,119 $733K 0.16% -28 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: 556 shares; 2024Q4: 1,045 shares; 2025Q1: 1,040 shares; 2025Q2: 3,532 shares; 2025Q3: 3,279 shares; 2025Q4: 2,970 shares; 2026Q1: 2,698 shares; 2026Q2: 2,026 shares 2,026 $715K 0.16% -672 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,403 shares; 2025Q4: 2,995 shares; 2026Q1: 3,063 shares; 2026Q2: 2,766 shares 2,766 $707K 0.15% -297 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,982 shares; 2024Q4: 25,450 shares; 2025Q1: 24,533 shares; 2025Q2: 25,320 shares; 2025Q3: 25,976 shares; 2025Q4: 26,750 shares; 2026Q1: 27,448 shares; 2026Q2: 25,736 shares 25,736 $655K 0.14% -1,712 Timeline DFSE 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: 11,589 shares; 2024Q4: 12,519 shares; 2025Q1: 14,784 shares; 2025Q2: 14,790 shares; 2025Q3: 14,212 shares; 2025Q4: 13,706 shares; 2026Q1: 13,384 shares; 2026Q2: 13,363 shares 13,363 $653K 0.14% -21 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: not reported; 2025Q1: not reported; 2025Q2: 1,245 shares; 2025Q3: 1,159 shares; 2025Q4: 10,770 shares; 2026Q1: 9,478 shares; 2026Q2: 9,101 shares 9,101 $650K 0.14% -377 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 285 shares 285 $648K 0.14% new 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: not reported; 2025Q1: not reported; 2025Q2: 6,439 shares; 2025Q3: 5,988 shares; 2025Q4: 5,334 shares; 2026Q1: 5,970 shares; 2026Q2: 8,652 shares 8,652 $623K 0.14% +2,682 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,361 shares; 2024Q4: 2,448 shares; 2025Q1: 2,484 shares; 2025Q2: 2,705 shares; 2025Q3: 2,754 shares; 2025Q4: 2,750 shares; 2026Q1: 2,721 shares; 2026Q2: 2,660 shares 2,660 $620K 0.14% -61 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,096 shares; 2024Q4: 40,323 shares; 2025Q1: 6,747 shares; 2025Q2: 17,933 shares; 2025Q3: 17,935 shares; 2025Q4: 12,076 shares; 2026Q1: 12,077 shares; 2026Q2: 12,075 shares 12,075 $612K 0.13% -2 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: not reported; 2025Q1: not reported; 2025Q2: 2,798 shares; 2025Q3: 2,240 shares; 2025Q4: 2,441 shares; 2026Q1: 2,545 shares; 2026Q2: 3,372 shares 3,372 $610K 0.13% +827 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: not reported; 2025Q1: not reported; 2025Q2: 2,679 shares; 2025Q3: 2,555 shares; 2025Q4: 2,427 shares; 2026Q1: 2,415 shares; 2026Q2: 2,360 shares 2,360 $603K 0.13% -55 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: 9,815 shares; 2024Q4: 9,807 shares; 2025Q1: 9,807 shares; 2025Q2: 9,807 shares; 2025Q3: 9,807 shares; 2025Q4: 9,807 shares; 2026Q1: 9,807 shares; 2026Q2: 9,807 shares 9,807 $585K 0.13% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,882 shares; 2024Q4: 15,080 shares; 2025Q1: 15,080 shares; 2025Q2: 14,887 shares; 2025Q3: 14,885 shares; 2025Q4: 14,885 shares; 2026Q1: 16,003 shares; 2026Q2: 15,759 shares 15,759 $581K 0.13% -244 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: not reported; 2025Q1: not reported; 2025Q2: 4,356 shares; 2025Q3: 4,052 shares; 2025Q4: 4,142 shares; 2026Q1: 4,618 shares; 2026Q2: 4,483 shares 4,483 $576K 0.13% -135 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: 4,147 shares; 2024Q4: 4,264 shares; 2025Q1: 4,326 shares; 2025Q2: 6,418 shares; 2025Q3: 6,083 shares; 2025Q4: 6,042 shares; 2026Q1: 5,681 shares; 2026Q2: 5,686 shares 5,686 $544K 0.12% +5 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: not reported; 2025Q1: not reported; 2025Q2: 7,044 shares; 2025Q3: 6,318 shares; 2025Q4: 6,918 shares; 2026Q1: 7,148 shares; 2026Q2: 6,947 shares 6,947 $535K 0.12% -201 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: not reported; 2025Q1: not reported; 2025Q2: 13,677 shares; 2025Q3: 11,939 shares; 2025Q4: 11,332 shares; 2026Q1: 10,616 shares; 2026Q2: 12,537 shares 12,537 $531K 0.12% +1,921 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 7,386 shares; 2025Q4: 7,984 shares; 2026Q1: 7,894 shares; 2026Q2: 8,524 shares 8,524 $526K 0.11% +630 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: not reported; 2025Q1: not reported; 2025Q2: 6,521 shares; 2025Q3: 5,722 shares; 2025Q4: 5,816 shares; 2026Q1: 5,170 shares; 2026Q2: 5,011 shares 5,011 $518K 0.11% -159 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: not reported; 2025Q1: not reported; 2025Q2: 5,533 shares; 2025Q3: not reported; 2025Q4: 4,939 shares; 2026Q1: 5,613 shares; 2026Q2: 8,978 shares 8,978 $517K 0.11% +3,365 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: not reported; 2025Q1: not reported; 2025Q2: 3,205 shares; 2025Q3: 3,204 shares; 2025Q4: 3,336 shares; 2026Q1: 3,435 shares; 2026Q2: 3,380 shares 3,380 $512K 0.11% -55 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: 1,412 shares; 2024Q4: 1,688 shares; 2025Q1: 1,729 shares; 2025Q2: 4,175 shares; 2025Q3: 4,049 shares; 2025Q4: 3,774 shares; 2026Q1: 3,764 shares; 2026Q2: 3,446 shares 3,446 $505K 0.11% -318 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: 2,751 shares; 2025Q1: 3,889 shares; 2025Q2: 3,219 shares; 2025Q3: 3,238 shares; 2025Q4: 3,114 shares; 2026Q1: 3,114 shares; 2026Q2: 3,114 shares 3,114 $492K 0.11% 0 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: 5,614 shares; 2024Q4: 5,205 shares; 2025Q1: 4,518 shares; 2025Q2: 6,017 shares; 2025Q3: 5,853 shares; 2025Q4: 5,779 shares; 2026Q1: 5,756 shares; 2026Q2: 5,759 shares 5,759 $488K 0.11% +3 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,822 shares; 2024Q4: 19,822 shares; 2025Q1: 19,822 shares; 2025Q2: 19,822 shares; 2025Q3: 19,822 shares; 2025Q4: 19,822 shares; 2026Q1: 19,822 shares; 2026Q2: 19,822 shares 19,822 $481K 0.1% 0 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: not reported; 2025Q1: not reported; 2025Q2: 3,098 shares; 2025Q3: 2,953 shares; 2025Q4: 3,407 shares; 2026Q1: 3,410 shares; 2026Q2: 3,296 shares 3,296 $477K 0.1% -114 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: not reported; 2025Q1: not reported; 2025Q2: 611 shares; 2025Q3: 573 shares; 2025Q4: 614 shares; 2026Q1: 634 shares; 2026Q2: 623 shares 623 $471K 0.1% -11 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: not reported; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 1,336 shares; 2025Q4: 1,226 shares; 2026Q1: 1,373 shares; 2026Q2: 1,320 shares 1,320 $453K 0.1% -53 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 676 shares; 2026Q1: 824 shares; 2026Q2: 915 shares 915 $437K 0.1% +91 Timeline PRF 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: 9,199 shares; 2024Q4: 9,215 shares; 2025Q1: 9,210 shares; 2025Q2: 9,224 shares; 2025Q3: 8,783 shares; 2025Q4: 8,791 shares; 2026Q1: 8,796 shares; 2026Q2: 7,828 shares 7,828 $423K 0.09% -968 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: not reported; 2025Q1: not reported; 2025Q2: 2,953 shares; 2025Q3: 2,669 shares; 2025Q4: 3,105 shares; 2026Q1: 3,208 shares; 2026Q2: 3,341 shares 3,341 $422K 0.09% +133 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,827 shares; 2024Q4: 6,814 shares; 2025Q1: 5,841 shares; 2025Q2: 5,865 shares; 2025Q3: 5,889 shares; 2025Q4: 5,910 shares; 2026Q1: 5,926 shares; 2026Q2: 5,942 shares 5,942 $415K 0.09% +16 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: not reported; 2025Q1: not reported; 2025Q2: 1,393 shares; 2025Q3: 1,296 shares; 2025Q4: 1,254 shares; 2026Q1: 1,238 shares; 2026Q2: 1,200 shares 1,200 $396K 0.09% -38 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: not reported; 2025Q1: not reported; 2025Q2: 3,166 shares; 2025Q3: 2,941 shares; 2025Q4: 2,802 shares; 2026Q1: 2,604 shares; 2026Q2: 3,363 shares 3,363 $392K 0.09% +759 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: not reported; 2025Q1: not reported; 2025Q2: 4,612 shares; 2025Q3: 4,137 shares; 2025Q4: 4,530 shares; 2026Q1: 4,698 shares; 2026Q2: 4,745 shares 4,745 $386K 0.08% +47 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,865 shares; 2025Q3: 17,414 shares; 2025Q4: 16,648 shares; 2026Q1: 16,182 shares; 2026Q2: 15,270 shares 15,270 $383K 0.08% -912 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: not reported; 2025Q1: not reported; 2025Q2: 2,570 shares; 2025Q3: 2,129 shares; 2025Q4: 2,067 shares; 2026Q1: 1,974 shares; 2026Q2: 1,904 shares 1,904 $382K 0.08% -70 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,994 shares; 2025Q3: 13,176 shares; 2025Q4: 13,896 shares; 2026Q1: 13,332 shares; 2026Q2: 14,059 shares 14,059 $378K 0.08% +727 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: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 360 shares; 2025Q4: 342 shares; 2026Q1: 336 shares; 2026Q2: 320 shares 320 $376K 0.08% -16 Timeline JBL JABIL INC More: the full row for JABIL 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: 985 shares; 2026Q1: 1,038 shares; 2026Q2: 970 shares 970 $374K 0.08% -68 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: not reported; 2025Q1: not reported; 2025Q2: 2,483 shares; 2025Q3: 2,326 shares; 2025Q4: 2,414 shares; 2026Q1: 2,456 shares; 2026Q2: 2,091 shares 2,091 $369K 0.08% -365 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: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 1,406 shares; 2025Q4: 1,355 shares; 2026Q1: 1,354 shares; 2026Q2: 1,400 shares 1,400 $365K 0.08% +46 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: not reported; 2025Q1: not reported; 2025Q2: 9,815 shares; 2025Q3: 9,231 shares; 2025Q4: 9,213 shares; 2026Q1: 8,815 shares; 2026Q2: 8,004 shares 8,004 $361K 0.08% -811 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: not reported; 2025Q1: not reported; 2025Q2: 48,761 shares; 2025Q3: 41,686 shares; 2025Q4: 40,928 shares; 2026Q1: 39,235 shares; 2026Q2: 37,597 shares 37,597 $360K 0.08% -1,638 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: 15,289 shares; 2024Q4: 13,841 shares; 2025Q1: 13,937 shares; 2025Q2: 15,477 shares; 2025Q3: 9,082 shares; 2025Q4: 8,863 shares; 2026Q1: 7,634 shares; 2026Q2: 7,548 shares 7,548 $359K 0.08% -86 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,443 shares; 2026Q1: 1,542 shares; 2026Q2: 1,495 shares 1,495 $355K 0.08% -47 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW 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: 4,070 shares; 2026Q2: 8,557 shares 8,557 $354K 0.08% +4,487 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: not reported; 2025Q1: not reported; 2025Q2: 37,131 shares; 2025Q3: 29,633 shares; 2025Q4: 28,110 shares; 2026Q1: 26,448 shares; 2026Q2: 25,391 shares 25,391 $350K 0.08% -1,057 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: not reported; 2025Q1: not reported; 2025Q2: 25,605 shares; 2025Q3: 24,800 shares; 2025Q4: 26,632 shares; 2026Q1: 27,672 shares; 2026Q2: 25,077 shares 25,077 $349K 0.08% -2,595 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: not reported; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: 2,135 shares; 2025Q4: 2,232 shares; 2026Q1: 2,145 shares; 2026Q2: 2,044 shares 2,044 $347K 0.08% -101 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: 1,355 shares; 2024Q4: 1,624 shares; 2025Q1: 1,622 shares; 2025Q2: 2,674 shares; 2025Q3: 4,062 shares; 2025Q4: 3,654 shares; 2026Q1: 2,625 shares; 2026Q2: 2,364 shares 2,364 $346K 0.08% -261 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: not reported; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: 1,872 shares; 2025Q4: 1,826 shares; 2026Q1: 1,809 shares; 2026Q2: 1,808 shares 1,808 $343K 0.07% -1 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: not reported; 2025Q1: not reported; 2025Q2: 5,367 shares; 2025Q3: 5,223 shares; 2025Q4: 5,997 shares; 2026Q1: 6,396 shares; 2026Q2: 6,176 shares 6,176 $343K 0.07% -220 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: 1,205 shares; 2024Q4: 1,497 shares; 2025Q1: 1,555 shares; 2025Q2: 2,884 shares; 2025Q3: 2,707 shares; 2025Q4: 2,677 shares; 2026Q1: 3,004 shares; 2026Q2: 2,510 shares 2,510 $340K 0.07% -494 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: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: 1,119 shares; 2026Q2: 1,116 shares 1,116 $333K 0.07% -3 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: not reported; 2025Q1: not reported; 2025Q2: 1,889 shares; 2025Q3: 1,572 shares; 2025Q4: 1,462 shares; 2026Q1: 1,418 shares; 2026Q2: 1,582 shares 1,582 $331K 0.07% +164 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: not reported; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 304 shares; 2025Q4: 281 shares; 2026Q1: 341 shares; 2026Q2: 337 shares 337 $330K 0.07% -4 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 164 shares 164 $326K 0.07% new 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: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,077 shares; 2025Q4: 1,887 shares; 2026Q1: 1,899 shares; 2026Q2: 1,486 shares 1,486 $325K 0.07% -413 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: not reported; 2025Q1: not reported; 2025Q2: 4,367 shares; 2025Q3: 3,904 shares; 2025Q4: 3,852 shares; 2026Q1: 3,581 shares; 2026Q2: 3,329 shares 3,329 $317K 0.07% -252 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: not reported; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,021 shares; 2025Q4: 968 shares; 2026Q1: 929 shares; 2026Q2: 921 shares 921 $312K 0.07% -8 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: not reported; 2025Q1: not reported; 2025Q2: 4,933 shares; 2025Q3: 4,233 shares; 2025Q4: 4,150 shares; 2026Q1: 4,141 shares; 2026Q2: 3,993 shares 3,993 $310K 0.07% -148 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,895 shares; 2026Q1: 1,973 shares; 2026Q2: 1,964 shares 1,964 $308K 0.07% -9 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,841 shares; 2024Q4: 6,893 shares; 2025Q1: 7,272 shares; 2025Q2: 7,353 shares; 2025Q3: 6,749 shares; 2025Q4: 8,928 shares; 2026Q1: 6,419 shares; 2026Q2: 6,162 shares 6,162 $307K 0.07% -257 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: not reported; 2025Q1: not reported; 2025Q2: 13,602 shares; 2025Q3: 13,467 shares; 2025Q4: 14,083 shares; 2026Q1: 13,475 shares; 2026Q2: 12,702 shares 12,702 $306K 0.07% -773 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: not reported; 2025Q1: not reported; 2025Q2: 1,674 shares; 2025Q3: 1,537 shares; 2025Q4: 1,448 shares; 2026Q1: 1,302 shares; 2026Q2: 1,282 shares 1,282 $305K 0.07% -20 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,442 shares; 2026Q1: 2,539 shares; 2026Q2: 3,224 shares 3,224 $301K 0.07% +685 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 223 shares; 2026Q1: 246 shares; 2026Q2: 217 shares 217 $295K 0.06% -29 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,159 shares 8,159 $284K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,275 shares; 2025Q3: 1,242 shares; 2025Q4: 1,131 shares; 2026Q1: 1,128 shares; 2026Q2: 1,050 shares 1,050 $284K 0.06% -78 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: not reported; 2025Q1: not reported; 2025Q2: 1,389 shares; 2025Q3: 1,547 shares; 2025Q4: 1,588 shares; 2026Q1: 1,704 shares; 2026Q2: 1,772 shares 1,772 $283K 0.06% +68 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,660 shares; 2025Q3: 12,829 shares; 2025Q4: 12,024 shares; 2026Q1: 12,024 shares; 2026Q2: 11,989 shares 11,989 $283K 0.06% -35 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,518 shares; 2025Q3: 5,477 shares; 2025Q4: 5,468 shares; 2026Q1: 5,466 shares; 2026Q2: 5,207 shares 5,207 $280K 0.06% -259 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,665 shares; 2024Q4: 17,665 shares; 2025Q1: 17,665 shares; 2025Q2: 17,665 shares; 2025Q3: 17,665 shares; 2025Q4: 17,665 shares; 2026Q1: 17,665 shares; 2026Q2: 19,149 shares 19,149 $278K 0.06% +1,484 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,224 shares; 2025Q2: 2,519 shares; 2025Q3: 2,510 shares; 2025Q4: 2,496 shares; 2026Q1: 2,414 shares; 2026Q2: 2,414 shares 2,414 $273K 0.06% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,887 shares; 2025Q3: 1,850 shares; 2025Q4: 2,044 shares; 2026Q1: 1,861 shares; 2026Q2: 1,448 shares 1,448 $268K 0.06% -413 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,144 shares; 2024Q4: 4,626 shares; 2025Q1: 4,724 shares; 2025Q2: 4,843 shares; 2025Q3: 4,835 shares; 2025Q4: 4,672 shares; 2026Q1: 3,872 shares; 2026Q2: 3,800 shares 3,800 $264K 0.06% -72 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: not reported; 2025Q1: not reported; 2025Q2: 910 shares; 2025Q3: 782 shares; 2025Q4: 797 shares; 2026Q1: 756 shares; 2026Q2: 728 shares 728 $264K 0.06% -28 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 543 shares 543 $263K 0.06% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 858 shares; 2025Q4: 992 shares; 2026Q1: 1,053 shares; 2026Q2: 921 shares 921 $261K 0.06% -132 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,113 shares; 2026Q1: 4,116 shares; 2026Q2: 4,091 shares 4,091 $257K 0.06% -25 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: 6,641 shares; 2024Q4: 5,153 shares; 2025Q1: 4,520 shares; 2025Q2: 4,082 shares; 2025Q3: 4,094 shares; 2025Q4: 3,510 shares; 2026Q1: 2,543 shares; 2026Q2: 2,562 shares 2,562 $254K 0.06% +19 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,396 shares; 2025Q4: 7,396 shares; 2026Q1: 7,396 shares; 2026Q2: 7,396 shares 7,396 $252K 0.06% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,124 shares; 2026Q2: 2,996 shares 2,996 $250K 0.05% -128 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: not reported; 2025Q1: not reported; 2025Q2: 3,035 shares; 2025Q3: 2,838 shares; 2025Q4: 2,942 shares; 2026Q1: 2,925 shares; 2026Q2: 2,843 shares 2,843 $250K 0.05% -82 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,252 shares; 2025Q3: 8,888 shares; 2025Q4: 8,703 shares; 2026Q1: 8,393 shares; 2026Q2: 7,949 shares 7,949 $249K 0.05% -444 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: not reported; 2025Q1: not reported; 2025Q2: 1,021 shares; 2025Q3: 840 shares; 2025Q4: 774 shares; 2026Q1: 754 shares; 2026Q2: 732 shares 732 $249K 0.05% -22 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,891 shares; 2025Q3: 5,878 shares; 2025Q4: 5,741 shares; 2026Q1: 5,349 shares; 2026Q2: 5,021 shares 5,021 $249K 0.05% -328 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,251 shares; 2026Q1: 2,251 shares; 2026Q2: 2,451 shares 2,451 $241K 0.05% +200 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,786 shares; 2024Q4: 12,136 shares; 2025Q1: 12,505 shares; 2025Q2: 12,891 shares; 2025Q3: 13,286 shares; 2025Q4: 13,437 shares; 2026Q1: 13,881 shares; 2026Q2: 14,363 shares 14,363 $240K 0.05% +482 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,188 shares 2,188 $236K 0.05% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,969 shares; 2025Q3: 3,384 shares; 2025Q4: 3,325 shares; 2026Q1: 3,286 shares; 2026Q2: 3,152 shares 3,152 $235K 0.05% -134 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,588 shares 2,588 $231K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,399 shares 2,399 $231K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: 769 shares; 2025Q3: 693 shares; 2025Q4: not reported; 2026Q1: 441 shares; 2026Q2: 442 shares 442 $229K 0.05% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,407 shares 1,407 $228K 0.05% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,393 shares 1,393 $227K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,516 shares; 2026Q1: 13,011 shares; 2026Q2: 14,324 shares 14,324 $227K 0.05% +1,313 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,369 shares; 2025Q3: 18,239 shares; 2025Q4: 18,113 shares; 2026Q1: 16,976 shares; 2026Q2: 16,911 shares 16,911 $225K 0.05% -65 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,280 shares; 2025Q4: not reported; 2026Q1: 4,678 shares; 2026Q2: 4,615 shares 4,615 $222K 0.05% -63 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 392 shares; 2025Q4: not reported; 2026Q1: 279 shares; 2026Q2: 278 shares 278 $221K 0.05% -1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 510 shares 510 $220K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,026 shares 2,026 $219K 0.05% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 3,008 shares; 2026Q1: 3,061 shares; 2026Q2: 2,871 shares 2,871 $218K 0.05% -190 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: not reported; 2025Q1: not reported; 2025Q2: 2,559 shares; 2025Q3: 2,304 shares; 2025Q4: 2,212 shares; 2026Q1: 2,139 shares; 2026Q2: 2,069 shares 2,069 $215K 0.05% -70 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 301 shares 301 $215K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,731 shares; 2026Q2: 4,575 shares 4,575 $213K 0.05% -156 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 1,379 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 970 shares 970 $213K 0.05% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,900 shares 1,900 $210K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: 2,624 shares; 2025Q3: 1,903 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,778 shares 1,778 $208K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 671 shares; 2025Q4: 734 shares; 2026Q1: not reported; 2026Q2: 538 shares 538 $208K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 328 shares 328 $208K 0.05% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,783 shares 1,783 $205K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 762 shares 762 $205K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,102 shares; 2025Q3: 988 shares; 2025Q4: 955 shares; 2026Q1: 863 shares; 2026Q2: 814 shares 814 $202K 0.04% -49 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: not reported; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 741 shares 741 $202K 0.04% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,639 shares 2,639 $201K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,798 shares 1,798 $201K 0.04% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA 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: 17,030 shares; 2025Q3: 13,993 shares; 2025Q4: 13,771 shares; 2026Q1: 12,745 shares; 2026Q2: 12,337 shares 12,337 $108K 0.02% -408 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,719 shares; 2025Q3: 12,218 shares; 2025Q4: not reported; 2026Q1: 13,733 shares; 2026Q2: 14,036 shares 14,036 $54.6K 0.01% +303 Timeline