SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 765,649 shares 765,649 $116M 14.07% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 89,838 shares; 2026Q1: 92,136 shares; 2026Q2: 73,404 shares; 2026Q3: 76,296 shares 76,296 $72.9M 8.88% +2,892 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 147,572 shares; 2026Q1: 158,330 shares; 2026Q2: 179,428 shares; 2026Q3: 182,475 shares 182,475 $37.8M 4.61% +3,047 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 28,349 shares; 2026Q1: 31,219 shares; 2026Q2: 31,162 shares; 2026Q3: 30,839 shares 30,839 $23.5M 2.87% -323 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 63,697 shares; 2026Q1: 65,294 shares; 2026Q2: 66,394 shares; 2026Q3: 69,128 shares 69,128 $23M 2.81% +2,734 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 185,004 shares; 2026Q1: 184,996 shares; 2026Q2: 184,561 shares; 2026Q3: 183,776 shares 183,776 $22.6M 2.76% -785 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 85,959 shares; 2026Q1: 87,508 shares; 2026Q2: 93,287 shares; 2026Q3: 96,020 shares 96,020 $21.9M 2.67% +2,733 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 51,808 shares; 2026Q1: 54,412 shares; 2026Q2: 56,376 shares; 2026Q3: 58,134 shares 58,134 $20M 2.44% +1,758 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 22,209 shares; 2026Q1: 23,285 shares; 2026Q2: 24,165 shares; 2026Q3: 25,638 shares 25,638 $19.6M 2.39% +1,473 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,400 shares; 2026Q1: 25,785 shares; 2026Q2: 25,928 shares; 2026Q3: 25,903 shares 25,903 $19.2M 2.33% -25 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 33,161 shares; 2026Q1: 32,901 shares; 2026Q2: 32,677 shares; 2026Q3: 31,070 shares 31,070 $19M 2.32% -1,607 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 278,551 shares; 2026Q1: 293,156 shares; 2026Q2: 288,652 shares; 2026Q3: 267,073 shares 267,073 $16.3M 1.99% -21,579 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,535 shares; 2026Q1: 26,174 shares; 2026Q2: 29,110 shares; 2026Q3: 30,312 shares 30,312 $15.5M 1.89% +1,202 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 51,175 shares; 2026Q1: 54,401 shares; 2026Q2: 56,177 shares; 2026Q3: 58,804 shares 58,804 $14.7M 1.79% +2,627 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,287 shares; 2026Q1: 5,283 shares; 2026Q2: 91,669 shares; 2026Q3: 172,893 shares 172,893 $13.4M 1.63% +81,224 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 84,984 shares; 2026Q1: 86,765 shares; 2026Q2: 85,779 shares; 2026Q3: 85,501 shares 85,501 $11.6M 1.42% -278 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 31,822 shares; 2026Q1: 31,737 shares; 2026Q2: 32,369 shares; 2026Q3: 32,830 shares 32,830 $11.5M 1.4% +461 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 53,534 shares; 2026Q1: 53,572 shares; 2026Q2: 52,995 shares; 2026Q3: 52,735 shares 52,735 $11.4M 1.39% -260 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 110,701 shares; 2026Q1: 126,266 shares; 2026Q2: 131,334 shares; 2026Q3: 132,423 shares 132,423 $9.53M 1.16% +1,089 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,321 shares; 2026Q1: 29,119 shares; 2026Q2: 30,490 shares; 2026Q3: 30,077 shares 30,077 $9.16M 1.12% -413 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,588 shares; 2026Q1: 8,959 shares; 2026Q2: 8,921 shares; 2026Q3: 8,388 shares 8,388 $8.93M 1.09% -533 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,595 shares; 2026Q1: 11,883 shares; 2026Q2: 11,967 shares; 2026Q3: 12,298 shares 12,298 $8.62M 1.05% +331 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 110,949 shares; 2026Q1: 108,757 shares; 2026Q2: 104,195 shares; 2026Q3: 103,646 shares 103,646 $7.81M 0.95% -549 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,606 shares; 2026Q1: 8,729 shares; 2026Q2: 9,646 shares; 2026Q3: 10,131 shares 10,131 $7.35M 0.9% +485 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 39,818 shares; 2026Q1: 39,823 shares; 2026Q2: 39,411 shares; 2026Q3: 39,564 shares 39,564 $6.9M 0.84% +153 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,712 shares; 2026Q1: 11,255 shares; 2026Q2: 11,717 shares; 2026Q3: 12,206 shares 12,206 $6.73M 0.82% +489 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 105,769 shares; 2026Q1: 105,135 shares; 2026Q2: 102,919 shares; 2026Q3: 100,476 shares 100,476 $6.71M 0.82% -2,443 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,486 shares; 2026Q1: 11,845 shares; 2026Q2: 70,273 shares; 2026Q3: 69,166 shares 69,166 $6.23M 0.76% -1,107 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,537 shares; 2026Q1: 26,370 shares; 2026Q2: 26,221 shares; 2026Q3: 25,673 shares 25,673 $5.71M 0.7% -548 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,995 shares; 2026Q1: 21,927 shares; 2026Q2: 26,077 shares; 2026Q3: 28,897 shares 28,897 $5.41M 0.66% +2,820 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,299 shares; 2026Q1: 13,484 shares; 2026Q2: 14,884 shares; 2026Q3: 16,061 shares 16,061 $5.31M 0.65% +1,177 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 37,232 shares; 2026Q1: 86,632 shares; 2026Q2: 97,171 shares; 2026Q3: 97,820 shares 97,820 $4.99M 0.61% +649 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,982 shares; 2026Q1: 17,153 shares; 2026Q2: 17,957 shares; 2026Q3: 18,805 shares 18,805 $4.98M 0.61% +848 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,928 shares; 2026Q1: 13,944 shares; 2026Q2: 14,276 shares; 2026Q3: 14,589 shares 14,589 $4.97M 0.61% +313 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 39,331 shares; 2026Q1: 44,160 shares; 2026Q2: 45,952 shares; 2026Q3: 44,793 shares 44,793 $4.65M 0.57% -1,159 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,580 shares; 2026Q1: 4,822 shares; 2026Q2: 4,912 shares; 2026Q3: 5,093 shares 5,093 $4.64M 0.56% +181 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,025 shares; 2026Q1: 11,907 shares; 2026Q2: 11,936 shares; 2026Q3: 36,836 shares 36,836 $4.43M 0.54% +24,900 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,860 shares; 2026Q1: 8,131 shares; 2026Q2: 8,418 shares; 2026Q3: 8,825 shares 8,825 $4.39M 0.54% +407 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 37,396 shares; 2026Q1: 40,401 shares; 2026Q2: 40,861 shares; 2026Q3: 40,932 shares 40,932 $4.28M 0.52% +71 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 30,383 shares; 2026Q2: 63,566 shares; 2026Q3: 124,880 shares 124,880 $4.06M 0.49% +61,314 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,505 shares; 2026Q1: 2,430 shares; 2026Q2: 3,688 shares; 2026Q3: 15,129 shares 15,129 $4.01M 0.49% +11,441 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,246 shares; 2026Q1: 3,600 shares; 2026Q2: 3,975 shares; 2026Q3: 4,393 shares 4,393 $3.95M 0.48% +418 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,844 shares; 2026Q1: 11,088 shares; 2026Q2: 11,153 shares; 2026Q3: 11,072 shares 11,072 $3.93M 0.48% -81 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,918 shares; 2026Q1: 19,162 shares; 2026Q2: 18,398 shares; 2026Q3: 18,761 shares 18,761 $3.67M 0.45% +363 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,823 shares; 2026Q1: 7,958 shares; 2026Q2: 8,388 shares; 2026Q3: 9,143 shares 9,143 $3.29M 0.4% +755 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 151,846 shares; 2026Q1: 180,548 shares; 2026Q2: 122,576 shares; 2026Q3: 46,679 shares 46,679 $3.27M 0.4% -75,897 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,529 shares; 2026Q3: 64,323 shares 64,323 $3.25M 0.4% +53,794 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,158 shares; 2026Q1: 7,170 shares; 2026Q2: 7,188 shares; 2026Q3: 7,103 shares 7,103 $3.24M 0.39% -85 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,305 shares; 2026Q1: 10,207 shares; 2026Q2: 10,204 shares; 2026Q3: 10,114 shares 10,114 $3.21M 0.39% -90 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,810 shares; 2026Q1: 25,263 shares; 2026Q2: 25,256 shares; 2026Q3: 25,191 shares 25,191 $3.07M 0.37% -65 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,962 shares; 2026Q1: 13,005 shares; 2026Q2: 14,078 shares; 2026Q3: 15,042 shares 15,042 $2.77M 0.34% +964 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,531 shares; 2026Q1: 1,779 shares; 2026Q2: 2,159 shares; 2026Q3: 2,549 shares 2,549 $2.7M 0.33% +390 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,246 shares; 2026Q1: 15,926 shares; 2026Q2: 15,878 shares; 2026Q3: 16,043 shares 16,043 $2.67M 0.33% +165 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,967 shares; 2026Q1: 25,788 shares; 2026Q2: 25,176 shares; 2026Q3: 24,223 shares 24,223 $2.59M 0.32% -953 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 28,976 shares; 2026Q1: 28,744 shares; 2026Q2: 28,111 shares; 2026Q3: 27,829 shares 27,829 $2.38M 0.29% -282 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 119,896 shares; 2026Q1: 168,642 shares; 2026Q2: 152,928 shares; 2026Q3: 116,079 shares 116,079 $2.34M 0.28% -36,849 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,533 shares; 2026Q1: 4,532 shares; 2026Q2: 4,954 shares; 2026Q3: 7,045 shares 7,045 $2.28M 0.28% +2,091 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 110,389 shares; 2026Q1: 109,554 shares; 2026Q2: 110,638 shares; 2026Q3: 111,252 shares 111,252 $2.27M 0.28% +614 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,454 shares; 2026Q1: 27,277 shares; 2026Q2: 31,686 shares; 2026Q3: 31,969 shares 31,969 $2.23M 0.27% +283 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,367 shares; 2026Q1: 31,857 shares; 2026Q2: 34,337 shares; 2026Q3: 36,782 shares 36,782 $2.18M 0.27% +2,445 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,949 shares; 2026Q1: 20,295 shares; 2026Q2: 23,131 shares; 2026Q3: 25,755 shares 25,755 $2.13M 0.26% +2,624 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 990 shares; 2026Q1: 1,363 shares; 2026Q2: 1,769 shares; 2026Q3: 2,139 shares 2,139 $2.03M 0.25% +370 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,454 shares; 2026Q1: 16,295 shares; 2026Q2: 18,015 shares; 2026Q3: 19,364 shares 19,364 $2.01M 0.25% +1,349 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,606 shares; 2026Q1: 9,906 shares; 2026Q2: 10,670 shares; 2026Q3: 11,589 shares 11,589 $1.94M 0.24% +919 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 879 shares; 2026Q1: 932 shares; 2026Q2: 1,325 shares; 2026Q3: 1,671 shares 1,671 $1.93M 0.24% +346 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,579 shares; 2026Q1: 23,745 shares; 2026Q2: 22,734 shares; 2026Q3: 26,401 shares 26,401 $1.86M 0.23% +3,667 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,036 shares 11,036 $1.8M 0.22% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,787 shares; 2026Q1: 9,653 shares; 2026Q2: 10,731 shares; 2026Q3: 12,358 shares 12,358 $1.8M 0.22% +1,627 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,336 shares; 2026Q1: 13,153 shares; 2026Q2: 13,127 shares; 2026Q3: 13,012 shares 13,012 $1.8M 0.22% -115 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,299 shares; 2026Q1: 5,790 shares; 2026Q2: 6,586 shares; 2026Q3: 7,385 shares 7,385 $1.78M 0.22% +799 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,291 shares; 2026Q1: 1,423 shares; 2026Q2: 1,746 shares; 2026Q3: 2,160 shares 2,160 $1.75M 0.21% +414 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 73,001 shares; 2026Q1: 108,628 shares; 2026Q2: 103,508 shares; 2026Q3: 88,917 shares 88,917 $1.74M 0.21% -14,591 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,466 shares; 2026Q1: 6,625 shares; 2026Q2: 6,630 shares; 2026Q3: 6,527 shares 6,527 $1.72M 0.21% -103 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,422 shares; 2026Q1: 3,804 shares; 2026Q2: 3,798 shares; 2026Q3: 3,024 shares 3,024 $1.72M 0.21% -774 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,619 shares; 2026Q1: 5,181 shares; 2026Q2: 5,963 shares; 2026Q3: 6,732 shares 6,732 $1.71M 0.21% +769 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,087 shares; 2026Q1: 3,714 shares; 2026Q2: 18,207 shares; 2026Q3: 18,242 shares 18,242 $1.69M 0.21% +35 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,781 shares; 2026Q1: 11,366 shares; 2026Q2: 11,166 shares; 2026Q3: 10,982 shares 10,982 $1.63M 0.2% -184 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,811 shares; 2026Q1: 4,552 shares; 2026Q2: 6,645 shares; 2026Q3: 7,844 shares 7,844 $1.6M 0.19% +1,199 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,353 shares; 2026Q1: 4,323 shares; 2026Q2: 4,931 shares; 2026Q3: 5,606 shares 5,606 $1.59M 0.19% +675 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 74,066 shares; 2026Q1: 84,386 shares; 2026Q2: 80,634 shares; 2026Q3: 80,450 shares 80,450 $1.57M 0.19% -184 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,826 shares; 2026Q1: 11,720 shares; 2026Q2: 11,754 shares; 2026Q3: 11,716 shares 11,716 $1.48M 0.18% -38 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,530 shares; 2026Q1: 2,756 shares; 2026Q2: 4,290 shares; 2026Q3: 5,351 shares 5,351 $1.47M 0.18% +1,061 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,477 shares; 2026Q1: 8,431 shares; 2026Q2: 9,959 shares; 2026Q3: 10,631 shares 10,631 $1.46M 0.18% +672 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,129 shares; 2026Q1: 10,470 shares; 2026Q2: 9,519 shares; 2026Q3: 9,596 shares 9,596 $1.46M 0.18% +77 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 22,161 shares; 2026Q1: 24,136 shares; 2026Q2: 24,434 shares; 2026Q3: 26,551 shares 26,551 $1.42M 0.17% +2,117 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,102 shares; 2026Q1: 8,552 shares; 2026Q2: 8,238 shares; 2026Q3: 7,914 shares 7,914 $1.41M 0.17% -324 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 52,118 shares; 2026Q1: 43,562 shares; 2026Q2: 38,317 shares; 2026Q3: 37,126 shares 37,126 $1.39M 0.17% -1,191 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,067 shares; 2026Q1: 14,894 shares; 2026Q2: 15,072 shares; 2026Q3: 15,072 shares 15,072 $1.37M 0.17% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,807 shares; 2026Q1: 8,909 shares; 2026Q2: 9,141 shares; 2026Q3: 9,224 shares 9,224 $1.37M 0.17% +83 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 22,903 shares; 2026Q1: 27,099 shares; 2026Q2: 26,254 shares; 2026Q3: 27,540 shares 27,540 $1.34M 0.16% +1,286 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,715 shares; 2026Q1: 8,703 shares; 2026Q2: 8,630 shares; 2026Q3: 7,944 shares 7,944 $1.34M 0.16% -686 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,352 shares; 2026Q1: 1,269 shares; 2026Q2: 10,213 shares; 2026Q3: 10,519 shares 10,519 $1.32M 0.16% +306 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,461 shares; 2026Q3: 51,266 shares 51,266 $1.26M 0.15% +36,805 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,640 shares; 2026Q1: 2,917 shares; 2026Q2: 3,239 shares; 2026Q3: 3,130 shares 3,130 $1.24M 0.15% -109 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,353 shares; 2026Q1: 1,362 shares; 2026Q2: 1,875 shares; 2026Q3: 2,397 shares 2,397 $1.23M 0.15% +522 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,145 shares; 2026Q1: 4,160 shares; 2026Q2: 3,254 shares; 2026Q3: 3,262 shares 3,262 $1.22M 0.15% +8 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,649 shares; 2026Q1: 1,835 shares; 2026Q2: 3,629 shares; 2026Q3: 4,005 shares 4,005 $1.22M 0.15% +376 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,765 shares; 2026Q1: 29,729 shares; 2026Q2: 19,633 shares; 2026Q3: 15,480 shares 15,480 $1.2M 0.15% -4,153 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,297 shares; 2026Q1: 18,970 shares; 2026Q2: 18,852 shares; 2026Q3: 18,998 shares 18,998 $1.2M 0.15% +146 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 56,406 shares; 2026Q1: 91,437 shares; 2026Q2: 82,099 shares; 2026Q3: 64,116 shares 64,116 $1.17M 0.14% -17,983 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,749 shares; 2026Q1: 2,438 shares; 2026Q2: 2,579 shares; 2026Q3: 3,158 shares 3,158 $1.16M 0.14% +579 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,012 shares; 2026Q1: 1,051 shares; 2026Q2: 1,326 shares; 2026Q3: 1,681 shares 1,681 $1.13M 0.14% +355 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,622 shares; 2026Q1: 4,360 shares; 2026Q2: 4,608 shares; 2026Q3: 4,767 shares 4,767 $1.13M 0.14% +159 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,282 shares; 2026Q1: 4,191 shares; 2026Q2: 4,404 shares; 2026Q3: 4,859 shares 4,859 $1.12M 0.14% +455 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,340 shares; 2026Q1: 3,755 shares; 2026Q2: 4,842 shares; 2026Q3: 5,997 shares 5,997 $1.11M 0.14% +1,155 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,252 shares; 2026Q1: 1,459 shares; 2026Q2: 1,733 shares; 2026Q3: 2,287 shares 2,287 $1.11M 0.13% +554 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,552 shares; 2026Q1: 18,968 shares; 2026Q2: 18,682 shares; 2026Q3: 18,401 shares 18,401 $1.09M 0.13% -281 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,777 shares; 2026Q1: 2,804 shares; 2026Q2: 2,689 shares; 2026Q3: 2,543 shares 2,543 $1.09M 0.13% -146 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,124 shares; 2026Q1: 4,103 shares; 2026Q2: 4,116 shares; 2026Q3: 4,116 shares 4,116 $1.09M 0.13% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 959 shares; 2026Q1: 1,144 shares; 2026Q2: 1,581 shares; 2026Q3: 2,068 shares 2,068 $1.05M 0.13% +487 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,157 shares; 2026Q1: 4,090 shares; 2026Q2: 4,258 shares; 2026Q3: 4,728 shares 4,728 $1.04M 0.13% +470 Timeline RZG 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,533 shares; 2026Q1: 17,083 shares; 2026Q2: 16,603 shares; 2026Q3: 16,547 shares 16,547 $1.03M 0.13% -56 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,321 shares; 2026Q1: 3,328 shares; 2026Q2: 3,421 shares; 2026Q3: 3,425 shares 3,425 $1M 0.12% +4 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,547 shares; 2026Q1: 1,554 shares; 2026Q2: 1,945 shares; 2026Q3: 2,372 shares 2,372 $1000K 0.12% +427 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,515 shares; 2026Q1: 9,831 shares; 2026Q2: 9,013 shares; 2026Q3: 9,730 shares 9,730 $943K 0.11% +717 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,745 shares; 2026Q1: 2,800 shares; 2026Q2: 2,910 shares; 2026Q3: 3,515 shares 3,515 $920K 0.11% +605 Timeline RFG 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,952 shares; 2026Q1: 15,652 shares; 2026Q2: 15,323 shares; 2026Q3: 15,327 shares 15,327 $906K 0.11% +4 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,477 shares; 2026Q1: 3,477 shares; 2026Q2: 3,402 shares; 2026Q3: 3,296 shares 3,296 $886K 0.11% -106 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,643 shares; 2026Q1: 2,492 shares; 2026Q2: 2,709 shares; 2026Q3: 2,771 shares 2,771 $865K 0.11% +62 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,178 shares; 2026Q1: 3,178 shares; 2026Q2: 2,982 shares; 2026Q3: 2,982 shares 2,982 $859K 0.1% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,219 shares; 2026Q1: 2,632 shares; 2026Q2: 4,405 shares; 2026Q3: 5,880 shares 5,880 $854K 0.1% +1,475 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,128 shares; 2026Q1: 7,216 shares; 2026Q2: 10,069 shares; 2026Q3: 15,422 shares 15,422 $839K 0.1% +5,353 Timeline KNG 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 21,882 shares; 2026Q1: 19,312 shares; 2026Q2: 18,095 shares; 2026Q3: 16,949 shares 16,949 $816K 0.1% -1,146 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,967 shares; 2026Q1: 7,815 shares; 2026Q2: 7,465 shares; 2026Q3: 7,233 shares 7,233 $811K 0.1% -232 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,098 shares; 2026Q1: 3,441 shares; 2026Q2: 3,753 shares; 2026Q3: 3,440 shares 3,440 $785K 0.1% -313 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,161 shares; 2026Q1: 6,444 shares; 2026Q2: 6,400 shares; 2026Q3: 7,293 shares 7,293 $785K 0.1% +893 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 658 shares; 2026Q1: 659 shares; 2026Q2: 660 shares; 2026Q3: 1,884 shares 1,884 $784K 0.1% +1,224 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,721 shares; 2026Q3: 5,656 shares 5,656 $758K 0.09% +935 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,483 shares; 2026Q1: 5,474 shares; 2026Q2: 5,440 shares; 2026Q3: 5,405 shares 5,405 $738K 0.09% -35 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,041 shares; 2026Q1: 12,493 shares; 2026Q2: 12,551 shares; 2026Q3: 11,779 shares 11,779 $722K 0.09% -772 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 27,859 shares; 2026Q1: 40,645 shares; 2026Q2: 43,248 shares; 2026Q3: 45,551 shares 45,551 $717K 0.09% +2,303 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,349 shares; 2026Q1: 1,350 shares; 2026Q2: 5,402 shares; 2026Q3: 5,657 shares 5,657 $709K 0.09% +255 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,515 shares; 2026Q1: 16,054 shares; 2026Q2: 15,042 shares; 2026Q3: 14,938 shares 14,938 $707K 0.09% -104 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,458 shares; 2026Q3: 13,611 shares 13,611 $691K 0.08% +5,153 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 42,290 shares; 2026Q1: 61,856 shares; 2026Q2: 55,984 shares; 2026Q3: 42,379 shares 42,379 $684K 0.08% -13,605 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,318 shares; 2026Q1: 7,591 shares; 2026Q2: 7,213 shares; 2026Q3: 8,422 shares 8,422 $684K 0.08% +1,209 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,780 shares; 2026Q1: 21,366 shares; 2026Q2: 21,366 shares; 2026Q3: 21,366 shares 21,366 $655K 0.08% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 29,610 shares; 2026Q1: 37,188 shares; 2026Q2: 38,810 shares; 2026Q3: 38,349 shares 38,349 $635K 0.08% -461 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,176 shares; 2026Q1: 5,136 shares; 2026Q2: 5,182 shares; 2026Q3: 5,167 shares 5,167 $634K 0.08% -15 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,522 shares; 2026Q1: 2,745 shares; 2026Q2: 2,807 shares; 2026Q3: 2,834 shares 2,834 $630K 0.08% +27 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 3,594 shares; 2026Q2: 4,872 shares; 2026Q3: 5,529 shares 5,529 $622K 0.08% +657 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 330 shares; 2026Q1: 333 shares; 2026Q2: 345 shares; 2026Q3: 340 shares 340 $616K 0.08% -5 Timeline CIBR 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,861 shares; 2026Q1: 5,871 shares; 2026Q2: 5,876 shares; 2026Q3: 5,876 shares 5,876 $606K 0.07% 0 Timeline RDVY 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 3,172 shares; 2026Q2: 6,425 shares; 2026Q3: 7,732 shares 7,732 $605K 0.07% +1,307 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,405 shares; 2026Q1: 2,796 shares; 2026Q2: 2,927 shares; 2026Q3: 2,939 shares 2,939 $599K 0.07% +12 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,729 shares; 2026Q1: 1,659 shares; 2026Q2: 1,561 shares; 2026Q3: 1,572 shares 1,572 $599K 0.07% +11 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,759 shares; 2026Q1: 2,393 shares; 2026Q2: 2,349 shares; 2026Q3: 2,581 shares 2,581 $597K 0.07% +232 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24,996 shares; 2026Q1: 25,024 shares; 2026Q2: 23,818 shares; 2026Q3: 23,916 shares 23,916 $584K 0.07% +98 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,846 shares; 2026Q1: 2,004 shares; 2026Q2: 2,010 shares; 2026Q3: 2,484 shares 2,484 $579K 0.07% +474 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,034 shares; 2026Q1: 5,555 shares; 2026Q2: 5,477 shares; 2026Q3: 6,675 shares 6,675 $575K 0.07% +1,198 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,758 shares; 2026Q3: 4,423 shares 4,423 $573K 0.07% +1,665 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,811 shares; 2026Q1: 1,877 shares; 2026Q2: 1,973 shares; 2026Q3: 3,032 shares 3,032 $570K 0.07% +1,059 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,687 shares 12,687 $556K 0.07% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,519 shares; 2026Q2: 1,962 shares; 2026Q3: 2,706 shares 2,706 $553K 0.07% +744 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 145 shares; 2026Q1: 146 shares; 2026Q2: 3,429 shares; 2026Q3: 3,367 shares 3,367 $548K 0.07% -62 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,789 shares; 2026Q1: 2,729 shares; 2026Q2: 2,756 shares; 2026Q3: 2,794 shares 2,794 $533K 0.06% +38 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,624 shares; 2026Q2: 2,994 shares; 2026Q3: 4,625 shares 4,625 $527K 0.06% +1,631 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,199 shares; 2026Q1: 7,684 shares; 2026Q2: 9,072 shares; 2026Q3: 9,416 shares 9,416 $522K 0.06% +344 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 22,791 shares; 2026Q1: 23,727 shares; 2026Q2: 24,903 shares; 2026Q3: 25,575 shares 25,575 $513K 0.06% +672 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,702 shares; 2026Q1: 1,686 shares; 2026Q2: 1,690 shares; 2026Q3: 1,663 shares 1,663 $499K 0.06% -27 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,370 shares; 2026Q3: 5,617 shares 5,617 $499K 0.06% +1,247 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,916 shares; 2026Q3: 4,879 shares 4,879 $477K 0.06% +1,963 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,014 shares; 2026Q1: 2,021 shares; 2026Q2: 2,034 shares; 2026Q3: 2,040 shares 2,040 $470K 0.06% +6 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,460 shares; 2026Q1: 5,488 shares; 2026Q2: 5,495 shares; 2026Q3: 5,499 shares 5,499 $468K 0.06% +4 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,937 shares; 2026Q3: 3,122 shares 3,122 $465K 0.06% +1,185 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,510 shares; 2026Q1: 1,407 shares; 2026Q2: 5,915 shares; 2026Q3: 5,930 shares 5,930 $465K 0.06% +15 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,636 shares; 2026Q1: 1,427 shares; 2026Q2: 1,439 shares; 2026Q3: 1,619 shares 1,619 $461K 0.06% +180 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 973 shares; 2026Q3: 1,914 shares 1,914 $433K 0.05% +941 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,118 shares; 2026Q1: 9,136 shares; 2026Q2: 9,268 shares; 2026Q3: 9,238 shares 9,238 $431K 0.05% -30 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,347 shares; 2026Q1: 2,055 shares; 2026Q2: 2,526 shares; 2026Q3: 2,606 shares 2,606 $425K 0.05% +80 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,990 shares; 2026Q3: 9,260 shares 9,260 $425K 0.05% +4,270 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,114 shares; 2026Q1: 1,120 shares; 2026Q2: 1,088 shares; 2026Q3: 1,089 shares 1,089 $423K 0.05% +1 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,912 shares; 2026Q1: 6,917 shares; 2026Q2: 6,720 shares; 2026Q3: 6,809 shares 6,809 $419K 0.05% +89 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,360 shares; 2026Q1: 8,594 shares; 2026Q2: 9,388 shares; 2026Q3: 9,520 shares 9,520 $418K 0.05% +132 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,654 shares; 2026Q1: 4,674 shares; 2026Q2: 4,695 shares; 2026Q3: 4,715 shares 4,715 $417K 0.05% +20 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,496 shares 11,496 $413K 0.05% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,351 shares; 2026Q1: 5,356 shares; 2026Q2: 5,371 shares; 2026Q3: 5,384 shares 5,384 $413K 0.05% +13 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,552 shares; 2026Q1: 4,508 shares; 2026Q2: 4,219 shares; 2026Q3: 4,230 shares 4,230 $412K 0.05% +11 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,016 shares; 2026Q1: 3,979 shares; 2026Q2: 3,998 shares; 2026Q3: 4,018 shares 4,018 $410K 0.05% +20 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,443 shares 1,443 $407K 0.05% new Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,225 shares 4,225 $399K 0.05% new 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,408 shares; 2026Q1: 4,292 shares; 2026Q2: 4,999 shares; 2026Q3: 5,210 shares 5,210 $395K 0.05% +211 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 63,325 shares; 2026Q1: 68,363 shares; 2026Q2: 63,758 shares; 2026Q3: 62,376 shares 62,376 $392K 0.05% -1,382 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,062 shares; 2026Q1: 2,198 shares; 2026Q2: 2,211 shares; 2026Q3: 2,107 shares 2,107 $392K 0.05% -104 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,908 shares; 2026Q1: 4,908 shares; 2026Q2: 4,908 shares; 2026Q3: 4,908 shares 4,908 $383K 0.05% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,086 shares; 2026Q1: 2,221 shares; 2026Q2: 2,064 shares; 2026Q3: 2,071 shares 2,071 $381K 0.05% +7 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,427 shares; 2026Q3: 2,865 shares 2,865 $379K 0.05% +1,438 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,749 shares; 2026Q1: 2,866 shares; 2026Q2: 2,892 shares; 2026Q3: 3,234 shares 3,234 $367K 0.04% +342 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,785 shares; 2026Q1: 10,412 shares; 2026Q2: 9,298 shares; 2026Q3: 8,809 shares 8,809 $363K 0.04% -489 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,654 shares; 2026Q1: 7,731 shares; 2026Q2: 7,921 shares; 2026Q3: 8,008 shares 8,008 $363K 0.04% +87 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,750 shares; 2026Q1: 4,788 shares; 2026Q2: 4,847 shares; 2026Q3: 4,908 shares 4,908 $357K 0.04% +61 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,094 shares; 2026Q1: 1,104 shares; 2026Q2: 1,046 shares; 2026Q3: 1,048 shares 1,048 $348K 0.04% +2 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,475 shares; 2026Q1: 3,478 shares; 2026Q2: 3,165 shares; 2026Q3: 3,168 shares 3,168 $345K 0.04% +3 Timeline FTOH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 43,514 shares 43,514 $342K 0.04% new Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,712 shares; 2026Q1: 14,471 shares; 2026Q2: 13,332 shares; 2026Q3: 12,341 shares 12,341 $340K 0.04% -991 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,211 shares; 2026Q1: 1,184 shares; 2026Q2: 1,190 shares; 2026Q3: 1,192 shares 1,192 $334K 0.04% +2 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,245 shares; 2026Q1: 2,251 shares; 2026Q2: 2,257 shares; 2026Q3: 3,122 shares 3,122 $333K 0.04% +865 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 313 shares; 2026Q1: 315 shares; 2026Q2: 307 shares; 2026Q3: 301 shares 301 $326K 0.04% -6 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,736 shares; 2026Q1: 1,722 shares; 2026Q2: 1,731 shares; 2026Q3: 1,904 shares 1,904 $325K 0.04% +173 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,595 shares; 2026Q1: 4,283 shares; 2026Q2: 4,686 shares; 2026Q3: 4,605 shares 4,605 $320K 0.04% -81 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,255 shares; 2026Q3: 2,879 shares 2,879 $317K 0.04% +1,624 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,473 shares 5,473 $315K 0.04% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 434 shares; 2026Q2: 471 shares; 2026Q3: 489 shares 489 $314K 0.04% +18 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,648 shares 1,648 $312K 0.04% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,628 shares; 2026Q1: 10,963 shares; 2026Q2: 10,963 shares; 2026Q3: 10,080 shares 10,080 $306K 0.04% -883 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 445 shares; 2026Q1: 445 shares; 2026Q2: 449 shares; 2026Q3: 451 shares 451 $304K 0.04% +2 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 563 shares 563 $303K 0.04% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 270 shares; 2026Q1: 329 shares; 2026Q2: 346 shares; 2026Q3: 349 shares 349 $298K 0.04% +3 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,354 shares 5,354 $294K 0.04% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,113 shares; 2026Q1: 2,422 shares; 2026Q2: 2,432 shares; 2026Q3: 2,451 shares 2,451 $293K 0.04% +19 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 596 shares; 2026Q1: 607 shares; 2026Q2: 611 shares; 2026Q3: 614 shares 614 $292K 0.04% +3 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,424 shares; 2026Q1: 5,428 shares; 2026Q2: 5,431 shares; 2026Q3: 5,431 shares 5,431 $286K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,985 shares; 2026Q1: 2,058 shares; 2026Q2: 2,219 shares; 2026Q3: 2,224 shares 2,224 $282K 0.03% +5 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,110 shares; 2026Q1: 1,114 shares; 2026Q2: 1,118 shares; 2026Q3: 1,122 shares 1,122 $278K 0.03% +4 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,620 shares 5,620 $275K 0.03% new Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,788 shares; 2026Q1: 19,730 shares; 2026Q2: 19,698 shares; 2026Q3: 17,341 shares 17,341 $273K 0.03% -2,357 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,235 shares; 2026Q1: 3,149 shares; 2026Q2: 3,132 shares; 2026Q3: 2,919 shares 2,919 $273K 0.03% -213 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,596 shares; 2026Q1: 13,056 shares; 2026Q2: 10,917 shares; 2026Q3: 8,282 shares 8,282 $265K 0.03% -2,635 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 647 shares; 2026Q2: 648 shares; 2026Q3: 654 shares 654 $259K 0.03% +6 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 476 shares; 2026Q1: 476 shares; 2026Q2: 489 shares; 2026Q3: 489 shares 489 $253K 0.03% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,926 shares; 2026Q1: 3,362 shares; 2026Q2: 3,076 shares; 2026Q3: 3,210 shares 3,210 $251K 0.03% +134 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,731 shares; 2026Q1: 8,601 shares; 2026Q2: 8,923 shares; 2026Q3: 8,725 shares 8,725 $249K 0.03% -198 Timeline CLOA 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,767 shares 4,767 $247K 0.03% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,553 shares 1,553 $245K 0.03% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,482 shares; 2026Q1: 2,452 shares; 2026Q2: 2,462 shares; 2026Q3: 2,470 shares 2,470 $244K 0.03% +8 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 3,026 shares; 2026Q2: 2,989 shares; 2026Q3: 3,002 shares 3,002 $242K 0.03% +13 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 601 shares 601 $238K 0.03% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,942 shares 8,942 $232K 0.03% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 539 shares; 2026Q3: 528 shares 528 $228K 0.03% -11 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,238 shares; 2026Q2: 4,238 shares; 2026Q3: 4,238 shares 4,238 $228K 0.03% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 374 shares 374 $228K 0.03% new 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,903 shares 2,903 $225K 0.03% new 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 972 shares 972 $222K 0.03% new Timeline PPA 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,694 shares; 2026Q2: 1,602 shares; 2026Q3: 1,420 shares 1,420 $220K 0.03% -182 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,422 shares; 2026Q1: 2,422 shares; 2026Q2: not reported; 2026Q3: 2,422 shares 2,422 $213K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,369 shares; 2026Q3: 1,369 shares 1,369 $210K 0.03% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 899 shares 899 $210K 0.03% new 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 900 shares 900 $208K 0.03% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,567 shares; 2026Q1: not reported; 2026Q2: 1,582 shares; 2026Q3: 1,588 shares 1,588 $207K 0.03% +6 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,599 shares; 2026Q3: 1,599 shares 1,599 $206K 0.03% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares; 2026Q3: 622 shares 622 $205K 0.03% +3 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,018 shares; 2026Q3: 1,023 shares 1,023 $202K 0.02% +5 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,218 shares; 2026Q3: 2,233 shares 2,233 $200K 0.02% +15 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,879 shares; 2026Q1: 24,683 shares; 2026Q2: 19,841 shares; 2026Q3: 17,750 shares 17,750 $161K 0.02% -2,091 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,034 shares; 2026Q1: 13,233 shares; 2026Q2: 13,341 shares; 2026Q3: 13,562 shares 13,562 $92.5K 0.01% +221 Timeline