VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750,315 shares; 2024Q4: 767,545 shares; 2025Q1: 751,089 shares; 2025Q2: 774,481 shares; 2025Q3: 801,260 shares; 2025Q4: 832,005 shares; 2026Q1: 861,724 shares; 2026Q2: 869,143 shares 869,143 $189M 24.37% +7,419 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280,870 shares; 2024Q4: 5,128,931 shares; 2025Q1: 4,788,212 shares; 2025Q2: 5,077,667 shares; 2025Q3: 4,968,190 shares; 2025Q4: 4,922,527 shares; 2026Q1: 5,317,891 shares; 2026Q2: 5,430,697 shares 5,430,697 $184M 23.65% +112,806 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,551 shares; 2024Q4: 36,983 shares; 2025Q1: 35,341 shares; 2025Q2: 33,860 shares; 2025Q3: 33,373 shares; 2025Q4: 32,866 shares; 2026Q1: 32,422 shares; 2026Q2: 32,564 shares 32,564 $24.3M 3.13% +142 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,070 shares; 2024Q4: 404,131 shares; 2025Q1: 366,497 shares; 2025Q2: 341,743 shares; 2025Q3: 336,026 shares; 2025Q4: 343,363 shares; 2026Q1: 342,155 shares; 2026Q2: 509,257 shares 509,257 $20.9M 2.68% +167,102 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: 48,880 shares; 2024Q4: 57,445 shares; 2025Q1: 55,836 shares; 2025Q2: 56,561 shares; 2025Q3: 57,585 shares; 2025Q4: 56,389 shares; 2026Q1: 56,970 shares; 2026Q2: 58,074 shares 58,074 $16.8M 2.16% +1,104 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,152 shares; 2024Q4: 31,436 shares; 2025Q1: 29,121 shares; 2025Q2: 30,850 shares; 2025Q3: 30,812 shares; 2025Q4: 30,322 shares; 2026Q1: 32,177 shares; 2026Q2: 193,880 shares 193,880 $16.7M 2.15% +161,703 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,183 shares; 2025Q1: 856 shares; 2025Q2: 21,391 shares; 2025Q3: 21,492 shares; 2025Q4: 18,185 shares; 2026Q1: 17,760 shares; 2026Q2: 18,001 shares 18,001 $12.7M 1.63% +241 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,340 shares; 2024Q4: 17,338 shares; 2025Q1: 16,127 shares; 2025Q2: 16,108 shares; 2025Q3: 16,097 shares; 2025Q4: 16,055 shares; 2026Q1: 16,490 shares; 2026Q2: 16,561 shares 16,561 $11.4M 1.46% +71 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,600 shares; 2024Q4: 333,550 shares; 2025Q1: 305,838 shares; 2025Q2: 304,631 shares; 2025Q3: 312,953 shares; 2025Q4: 364,637 shares; 2026Q1: 366,831 shares; 2026Q2: 384,011 shares 384,011 $10.6M 1.37% +17,180 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,068 shares; 2024Q4: 19,940 shares; 2025Q1: 21,042 shares; 2025Q2: 32,662 shares; 2025Q3: 32,174 shares; 2025Q4: 34,315 shares; 2026Q1: 33,944 shares; 2026Q2: 34,451 shares 34,451 $10.4M 1.34% +507 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,159 shares; 2024Q4: 33,252 shares; 2025Q1: 31,098 shares; 2025Q2: 31,743 shares; 2025Q3: 31,986 shares; 2025Q4: 31,978 shares; 2026Q1: 31,202 shares; 2026Q2: 30,625 shares 30,625 $10.4M 1.33% -577 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,116 shares; 2024Q4: 263,883 shares; 2025Q1: 240,315 shares; 2025Q2: 284,817 shares; 2025Q3: 284,537 shares; 2025Q4: 291,573 shares; 2026Q1: 288,507 shares; 2026Q2: 294,454 shares 294,454 $10.2M 1.32% +5,947 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: 22,737 shares; 2024Q4: 35,387 shares; 2025Q1: 32,189 shares; 2025Q2: 34,161 shares; 2025Q3: 27,527 shares; 2025Q4: 26,507 shares; 2026Q1: 27,271 shares; 2026Q2: 25,991 shares 25,991 $9.18M 1.18% -1,280 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: 33,561 shares; 2024Q4: 35,298 shares; 2025Q1: 36,780 shares; 2025Q2: 41,158 shares; 2025Q3: 41,310 shares; 2025Q4: 42,204 shares; 2026Q1: 42,964 shares; 2026Q2: 42,342 shares 42,342 $8.47M 1.09% -622 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,745 shares; 2024Q4: 1,829 shares; 2025Q1: 18,454 shares; 2025Q2: 18,476 shares; 2025Q3: 18,729 shares; 2025Q4: 18,639 shares; 2026Q1: 19,724 shares; 2026Q2: 20,266 shares 20,266 $7.5M 0.97% +542 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: 23,557 shares; 2024Q4: 22,586 shares; 2025Q1: 21,273 shares; 2025Q2: 21,342 shares; 2025Q3: 21,072 shares; 2025Q4: 20,360 shares; 2026Q1: 19,705 shares; 2026Q2: 19,809 shares 19,809 $7.39M 0.95% +104 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,945 shares; 2024Q4: 42,307 shares; 2025Q1: 41,119 shares; 2025Q2: 38,833 shares; 2025Q3: 79,296 shares; 2025Q4: 81,169 shares; 2026Q1: 76,779 shares; 2026Q2: 73,935 shares 73,935 $6.48M 0.83% -2,844 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: 109,768 shares; 2024Q4: 111,208 shares; 2025Q1: 95,755 shares; 2025Q2: 106,066 shares; 2025Q3: 103,649 shares; 2025Q4: 103,929 shares; 2026Q1: 105,154 shares; 2026Q2: 104,475 shares 104,475 $6.24M 0.8% -679 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: 20,018 shares; 2024Q4: 19,700 shares; 2025Q1: 19,798 shares; 2025Q2: 20,529 shares; 2025Q3: 22,820 shares; 2025Q4: 23,273 shares; 2026Q1: 25,283 shares; 2026Q2: 26,122 shares 26,122 $6.23M 0.8% +839 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,343 shares; 2024Q4: 181,438 shares; 2025Q1: 198,502 shares; 2025Q2: 199,610 shares; 2025Q3: 206,865 shares; 2025Q4: 206,932 shares; 2026Q1: 207,642 shares; 2026Q2: 206,410 shares 206,410 $6.07M 0.78% -1,232 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: 23,739 shares; 2024Q4: 23,090 shares; 2025Q1: 24,237 shares; 2025Q2: 24,108 shares; 2025Q3: 23,578 shares; 2025Q4: 23,876 shares; 2026Q1: 22,861 shares; 2026Q2: 22,510 shares 22,510 $5.72M 0.74% -351 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,005 shares; 2024Q4: 30,055 shares; 2025Q1: 30,474 shares; 2025Q2: 103,671 shares; 2025Q3: 33,896 shares; 2025Q4: 34,014 shares; 2026Q1: 38,744 shares; 2026Q2: 47,970 shares 47,970 $5.16M 0.66% +9,226 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: 12,404 shares; 2024Q4: 12,702 shares; 2025Q1: 12,616 shares; 2025Q2: 12,610 shares; 2025Q3: 13,378 shares; 2025Q4: 13,345 shares; 2026Q1: 14,036 shares; 2026Q2: 14,216 shares 14,216 $5.08M 0.65% +180 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,617 shares; 2024Q4: 7,085 shares; 2025Q1: 6,299 shares; 2025Q2: 6,307 shares; 2025Q3: 6,188 shares; 2025Q4: 6,149 shares; 2026Q1: 6,556 shares; 2026Q2: 6,630 shares 6,630 $4.97M 0.64% +74 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,625 shares; 2024Q4: 53,266 shares; 2025Q1: 36,936 shares; 2025Q2: 37,564 shares; 2025Q3: 38,368 shares; 2025Q4: 39,831 shares; 2026Q1: 41,819 shares; 2026Q2: 44,506 shares 44,506 $4.62M 0.59% +2,687 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,184 shares; 2024Q4: 97,599 shares; 2025Q1: 91,304 shares; 2025Q2: 88,774 shares; 2025Q3: 89,102 shares; 2025Q4: 90,848 shares; 2026Q1: 90,785 shares; 2026Q2: 91,017 shares 91,017 $4.51M 0.58% +232 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,730 shares; 2024Q4: 84,125 shares; 2025Q1: 103,320 shares; 2025Q2: 121,310 shares; 2025Q3: 127,295 shares; 2025Q4: 143,272 shares; 2026Q1: 131,906 shares; 2026Q2: 135,713 shares 135,713 $3.93M 0.51% +3,807 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; 2024Q3: 47,313 shares; 2024Q4: 36,550 shares; 2025Q1: 37,854 shares; 2025Q2: 66,336 shares; 2025Q3: 87,574 shares; 2025Q4: 94,581 shares; 2026Q1: 123,709 shares; 2026Q2: 129,138 shares 129,138 $3.55M 0.46% +5,429 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,541 shares; 2024Q4: 35,954 shares; 2025Q1: 45,654 shares; 2025Q2: 44,549 shares; 2025Q3: 46,709 shares; 2025Q4: 46,167 shares; 2026Q1: 44,451 shares; 2026Q2: 44,937 shares 44,937 $3.2M 0.41% +486 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: 6,375 shares; 2024Q4: 6,409 shares; 2025Q1: 6,343 shares; 2025Q2: 6,427 shares; 2025Q3: 6,407 shares; 2025Q4: 6,395 shares; 2026Q1: 6,517 shares; 2026Q2: 6,363 shares 6,363 $3.18M 0.41% -154 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,507 shares; 2024Q4: 35,751 shares; 2025Q1: 31,665 shares; 2025Q2: 35,623 shares; 2025Q3: 36,395 shares; 2025Q4: 34,964 shares; 2026Q1: 36,036 shares; 2026Q2: 36,615 shares 36,615 $3.03M 0.39% +579 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: 13,030 shares; 2024Q4: 13,802 shares; 2025Q1: 13,460 shares; 2025Q2: 13,785 shares; 2025Q3: 14,387 shares; 2025Q4: 14,074 shares; 2026Q1: 13,846 shares; 2026Q2: 13,626 shares 13,626 $2.99M 0.38% -220 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,883 shares; 2025Q3: 41,016 shares; 2025Q4: 41,032 shares; 2026Q1: 36,058 shares; 2026Q2: 35,814 shares 35,814 $2.89M 0.37% -244 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: 10,644 shares; 2024Q4: 10,425 shares; 2025Q1: 9,009 shares; 2025Q2: 8,993 shares; 2025Q3: 8,914 shares; 2025Q4: 8,919 shares; 2026Q1: 8,311 shares; 2026Q2: 8,230 shares 8,230 $2.82M 0.36% -81 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,538 shares; 2024Q4: 5,036 shares; 2025Q1: 2,609 shares; 2025Q2: 2,719 shares; 2025Q3: 3,435 shares; 2025Q4: 3,674 shares; 2026Q1: 3,621 shares; 2026Q2: 20,236 shares 20,236 $2.51M 0.32% +16,615 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,290 shares; 2024Q4: 13,177 shares; 2025Q1: 13,322 shares; 2025Q2: 15,068 shares; 2025Q3: 16,061 shares; 2025Q4: 16,614 shares; 2026Q1: 16,617 shares; 2026Q2: 16,875 shares 16,875 $2.5M 0.32% +258 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: 6,499 shares; 2024Q4: 6,049 shares; 2025Q1: 5,727 shares; 2025Q2: 5,537 shares; 2025Q3: 5,554 shares; 2025Q4: 6,054 shares; 2026Q1: 6,366 shares; 2026Q2: 6,564 shares 6,564 $2.48M 0.32% +198 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: 7,641 shares; 2024Q4: 7,584 shares; 2025Q1: 7,229 shares; 2025Q2: 7,203 shares; 2025Q3: 7,011 shares; 2025Q4: 7,251 shares; 2026Q1: 7,466 shares; 2026Q2: 7,467 shares 7,467 $2.44M 0.31% +1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,932 shares; 2024Q4: 4,564 shares; 2025Q1: 5,046 shares; 2025Q2: 4,936 shares; 2025Q3: 5,145 shares; 2025Q4: 5,381 shares; 2026Q1: 5,591 shares; 2026Q2: 5,779 shares 5,779 $2.43M 0.31% +188 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: 6,876 shares; 2024Q4: 6,401 shares; 2025Q1: 5,759 shares; 2025Q2: 5,754 shares; 2025Q3: 5,486 shares; 2025Q4: 5,494 shares; 2026Q1: 8,457 shares; 2026Q2: 8,366 shares 8,366 $2.35M 0.3% -91 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: 20,223 shares; 2024Q4: 19,269 shares; 2025Q1: 18,869 shares; 2025Q2: 19,525 shares; 2025Q3: 17,307 shares; 2025Q4: 18,062 shares; 2026Q1: 17,609 shares; 2026Q2: 18,054 shares 18,054 $2.32M 0.3% +445 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,020 shares 9,020 $2.3M 0.3% new 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: 1,930 shares; 2024Q4: 1,921 shares; 2025Q1: 1,889 shares; 2025Q2: 1,904 shares; 2025Q3: 1,890 shares; 2025Q4: 2,104 shares; 2026Q1: 2,148 shares; 2026Q2: 2,129 shares 2,129 $2.27M 0.29% -19 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,267 shares; 2024Q4: 22,743 shares; 2025Q1: 25,853 shares; 2025Q2: 46,227 shares; 2025Q3: 44,104 shares; 2025Q4: 44,333 shares; 2026Q1: 43,706 shares; 2026Q2: 55,560 shares 55,560 $2.17M 0.28% +11,854 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: 15,071 shares; 2024Q4: 17,000 shares; 2025Q1: 16,673 shares; 2025Q2: 16,472 shares; 2025Q3: 16,139 shares; 2025Q4: 13,947 shares; 2026Q1: 13,358 shares; 2026Q2: 13,282 shares 13,282 $1.95M 0.25% -76 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,767 shares; 2024Q4: 48,022 shares; 2025Q1: 48,637 shares; 2025Q2: 54,861 shares; 2025Q3: 52,230 shares; 2025Q4: 52,515 shares; 2026Q1: 52,780 shares; 2026Q2: 59,845 shares 59,845 $1.9M 0.24% +7,065 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: 19,171 shares; 2024Q4: 19,098 shares; 2025Q1: 17,836 shares; 2025Q2: 17,652 shares; 2025Q3: 17,418 shares; 2025Q4: 16,995 shares; 2026Q1: 16,614 shares; 2026Q2: 15,758 shares 15,758 $1.85M 0.24% -856 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: 2,806 shares; 2024Q4: 2,805 shares; 2025Q1: 2,824 shares; 2025Q2: 2,938 shares; 2025Q3: 3,023 shares; 2025Q4: 2,973 shares; 2026Q1: 3,522 shares; 2026Q2: 3,271 shares 3,271 $1.84M 0.24% -251 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: 3,765 shares; 2024Q4: 3,757 shares; 2025Q1: 3,431 shares; 2025Q2: 3,393 shares; 2025Q3: 3,501 shares; 2025Q4: 3,452 shares; 2026Q1: 3,368 shares; 2026Q2: 3,552 shares 3,552 $1.82M 0.23% +184 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: 95,891 shares; 2024Q4: 91,145 shares; 2025Q1: 95,052 shares; 2025Q2: 106,286 shares; 2025Q3: 65,563 shares; 2025Q4: 67,095 shares; 2026Q1: 69,491 shares; 2026Q2: 71,160 shares 71,160 $1.81M 0.23% +1,669 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,278 shares; 2024Q4: 5,855 shares; 2025Q1: 5,776 shares; 2025Q2: 5,763 shares; 2025Q3: 13,928 shares; 2025Q4: 13,893 shares; 2026Q1: 14,111 shares; 2026Q2: 12,220 shares 12,220 $1.79M 0.23% -1,891 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: 2,878 shares; 2025Q1: 3,407 shares; 2025Q2: 3,494 shares; 2025Q3: 3,498 shares; 2025Q4: 3,463 shares; 2026Q1: 4,070 shares; 2026Q2: 3,977 shares 3,977 $1.72M 0.22% -93 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 3,841 shares; 2025Q1: 3,611 shares; 2025Q2: 3,630 shares; 2025Q3: 3,747 shares; 2025Q4: 3,681 shares; 2026Q1: 2,886 shares; 2026Q2: 3,359 shares 3,359 $1.71M 0.22% +473 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: 12,379 shares; 2024Q4: 11,702 shares; 2025Q1: 11,583 shares; 2025Q2: 11,981 shares; 2025Q3: 12,361 shares; 2025Q4: 13,263 shares; 2026Q1: 13,299 shares; 2026Q2: 12,466 shares 12,466 $1.7M 0.22% -833 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,099 shares; 2024Q4: 10,713 shares; 2025Q1: 24,654 shares; 2025Q2: 73,570 shares; 2025Q3: 55,856 shares; 2025Q4: 48,566 shares; 2026Q1: 45,318 shares; 2026Q2: 45,112 shares 45,112 $1.66M 0.21% -206 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,695 shares; 2024Q4: 6,758 shares; 2025Q1: 5,534 shares; 2025Q2: 5,896 shares; 2025Q3: 5,959 shares; 2025Q4: 5,951 shares; 2026Q1: 6,128 shares; 2026Q2: 6,322 shares 6,322 $1.53M 0.2% +194 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: 1,506 shares; 2024Q4: 1,443 shares; 2025Q1: 1,329 shares; 2025Q2: 1,293 shares; 2025Q3: 1,226 shares; 2025Q4: 1,159 shares; 2026Q1: 1,192 shares; 2026Q2: 1,255 shares 1,255 $1.51M 0.19% +63 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: 6,160 shares; 2024Q4: 6,202 shares; 2025Q1: 5,980 shares; 2025Q2: 5,567 shares; 2025Q3: 5,634 shares; 2025Q4: 5,811 shares; 2026Q1: 5,963 shares; 2026Q2: 5,708 shares 5,708 $1.44M 0.18% -255 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,026 shares; 2025Q3: 33,823 shares; 2025Q4: 37,292 shares; 2026Q1: 45,071 shares; 2026Q2: 54,624 shares 54,624 $1.41M 0.18% +9,553 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: 1,466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,691 shares; 2025Q4: 1,725 shares; 2026Q1: 2,362 shares; 2026Q2: 2,374 shares 2,374 $1.38M 0.18% +12 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,867 shares; 2025Q3: 10,059 shares; 2025Q4: 21,022 shares; 2026Q1: 18,285 shares; 2026Q2: 18,185 shares 18,185 $1.38M 0.18% -100 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: 11,109 shares; 2024Q4: 10,494 shares; 2025Q1: 8,376 shares; 2025Q2: 7,831 shares; 2025Q3: 7,858 shares; 2025Q4: 7,871 shares; 2026Q1: 8,925 shares; 2026Q2: 8,819 shares 8,819 $1.34M 0.17% -106 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,794 shares; 2024Q4: 10,082 shares; 2025Q1: 10,067 shares; 2025Q2: 9,924 shares; 2025Q3: 9,859 shares; 2025Q4: 9,824 shares; 2026Q1: 9,734 shares; 2026Q2: 9,612 shares 9,612 $1.32M 0.17% -122 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,844 shares; 2024Q4: 20,410 shares; 2025Q1: 19,641 shares; 2025Q2: 16,207 shares; 2025Q3: 17,258 shares; 2025Q4: 17,291 shares; 2026Q1: 17,104 shares; 2026Q2: 17,092 shares 17,092 $1.32M 0.17% -12 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: 1,971 shares; 2024Q4: 1,659 shares; 2025Q1: 1,819 shares; 2025Q2: 1,778 shares; 2025Q3: 1,755 shares; 2025Q4: 1,724 shares; 2026Q1: 1,823 shares; 2026Q2: 1,804 shares 1,804 $1.3M 0.17% -19 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: 7,244 shares; 2024Q4: 7,090 shares; 2025Q1: 6,783 shares; 2025Q2: 6,628 shares; 2025Q3: 6,588 shares; 2025Q4: 7,290 shares; 2026Q1: 6,875 shares; 2026Q2: 6,918 shares 6,918 $1.25M 0.16% +43 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: 7,857 shares; 2024Q4: 7,830 shares; 2025Q1: 7,955 shares; 2025Q2: 8,002 shares; 2025Q3: 8,003 shares; 2025Q4: 8,004 shares; 2026Q1: 7,834 shares; 2026Q2: 7,798 shares 7,798 $1.23M 0.16% -36 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: 9,219 shares; 2024Q4: 8,462 shares; 2025Q1: 8,521 shares; 2025Q2: 8,138 shares; 2025Q3: 7,890 shares; 2025Q4: 8,037 shares; 2026Q1: 7,726 shares; 2026Q2: 7,094 shares 7,094 $1.18M 0.15% -632 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: 2,875 shares; 2024Q4: 2,888 shares; 2025Q1: 2,852 shares; 2025Q2: 3,272 shares; 2025Q3: 3,254 shares; 2025Q4: 3,282 shares; 2026Q1: 3,246 shares; 2026Q2: 3,218 shares 3,218 $1.17M 0.15% -28 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203 shares; 2024Q4: 1,200 shares; 2025Q1: 1,265 shares; 2025Q2: 1,419 shares; 2025Q3: 1,469 shares; 2025Q4: 1,242 shares; 2026Q1: 1,210 shares; 2026Q2: 1,574 shares 1,574 $1.16M 0.15% +364 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: 15,721 shares; 2024Q4: 15,353 shares; 2025Q1: 14,651 shares; 2025Q2: 14,622 shares; 2025Q3: 14,601 shares; 2025Q4: 15,266 shares; 2026Q1: 14,201 shares; 2026Q2: 13,914 shares 13,914 $1.13M 0.15% -287 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,605 shares; 2025Q2: 15,796 shares; 2025Q3: 22,159 shares; 2025Q4: 35,360 shares; 2026Q1: 37,115 shares; 2026Q2: 42,549 shares 42,549 $1.13M 0.15% +5,434 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,210 shares; 2024Q4: 2,963 shares; 2025Q1: 3,017 shares; 2025Q2: 3,372 shares; 2025Q3: 3,510 shares; 2025Q4: 3,372 shares; 2026Q1: 2,542 shares; 2026Q2: 2,250 shares 2,250 $1.13M 0.15% -292 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: 1,497 shares; 2024Q4: 1,460 shares; 2025Q1: 1,482 shares; 2025Q2: 1,484 shares; 2025Q3: 1,475 shares; 2025Q4: 1,479 shares; 2026Q1: 1,479 shares; 2026Q2: 1,474 shares 1,474 $1.11M 0.14% -5 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: 2,477 shares; 2024Q4: 2,487 shares; 2025Q1: 2,338 shares; 2025Q2: 2,314 shares; 2025Q3: 2,316 shares; 2025Q4: 2,219 shares; 2026Q1: 2,150 shares; 2026Q2: 2,102 shares 2,102 $1.09M 0.14% -48 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,448 shares; 2024Q4: 10,510 shares; 2025Q1: 9,532 shares; 2025Q2: 9,035 shares; 2025Q3: 7,470 shares; 2025Q4: 7,489 shares; 2026Q1: 7,561 shares; 2026Q2: 7,090 shares 7,090 $1.09M 0.14% -471 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: 9,722 shares; 2024Q4: 9,397 shares; 2025Q1: 9,160 shares; 2025Q2: 10,206 shares; 2025Q3: 9,272 shares; 2025Q4: 9,296 shares; 2026Q1: 7,983 shares; 2026Q2: 7,474 shares 7,474 $1.05M 0.13% -509 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,227 shares; 2024Q4: 4,069 shares; 2025Q1: 3,616 shares; 2025Q2: 3,618 shares; 2025Q3: 3,744 shares; 2025Q4: 3,475 shares; 2026Q1: 3,496 shares; 2026Q2: 3,341 shares 3,341 $1M 0.13% -155 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: 3,039 shares; 2024Q4: 3,020 shares; 2025Q1: 2,994 shares; 2025Q2: 3,060 shares; 2025Q3: 2,951 shares; 2025Q4: 2,948 shares; 2026Q1: 2,937 shares; 2026Q2: 2,800 shares 2,800 $987K 0.13% -137 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,790 shares; 2024Q4: 7,782 shares; 2025Q1: 7,245 shares; 2025Q2: 7,235 shares; 2025Q3: 6,743 shares; 2025Q4: 6,861 shares; 2026Q1: 6,751 shares; 2026Q2: 6,101 shares 6,101 $956K 0.12% -650 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,607 shares; 2024Q4: 4,634 shares; 2025Q1: 4,671 shares; 2025Q2: 5,091 shares; 2025Q3: 5,133 shares; 2025Q4: 5,160 shares; 2026Q1: 5,575 shares; 2026Q2: 5,540 shares 5,540 $910K 0.12% -35 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: 9,360 shares; 2024Q4: not reported; 2025Q1: 9,577 shares; 2025Q2: 9,965 shares; 2025Q3: 7,659 shares; 2025Q4: 7,507 shares; 2026Q1: 6,682 shares; 2026Q2: 6,389 shares 6,389 $892K 0.11% -293 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: 4,227 shares; 2024Q4: 3,875 shares; 2025Q1: 3,905 shares; 2025Q2: 3,725 shares; 2025Q3: 4,353 shares; 2025Q4: 4,265 shares; 2026Q1: 3,768 shares; 2026Q2: 3,249 shares 3,249 $884K 0.11% -519 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: 4,093 shares; 2024Q4: 4,240 shares; 2025Q1: 4,135 shares; 2025Q2: 4,136 shares; 2025Q3: 3,812 shares; 2025Q4: 3,888 shares; 2026Q1: 3,761 shares; 2026Q2: 3,718 shares 3,718 $880K 0.11% -43 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: 3,413 shares; 2024Q4: 3,453 shares; 2025Q1: 3,348 shares; 2025Q2: 3,268 shares; 2025Q3: 3,249 shares; 2025Q4: 3,465 shares; 2026Q1: 3,221 shares; 2026Q2: 3,182 shares 3,182 $860K 0.11% -39 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,103 shares; 2024Q4: 4,028 shares; 2025Q1: 3,651 shares; 2025Q2: 3,601 shares; 2025Q3: 3,619 shares; 2025Q4: 3,613 shares; 2026Q1: 3,116 shares; 2026Q2: 3,054 shares 3,054 $851K 0.11% -62 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,992 shares; 2024Q4: 2,934 shares; 2025Q1: 2,705 shares; 2025Q2: 2,684 shares; 2025Q3: 2,666 shares; 2025Q4: 2,634 shares; 2026Q1: 2,212 shares; 2026Q2: 2,084 shares 2,084 $849K 0.11% -128 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: 16,642 shares; 2024Q4: 15,606 shares; 2025Q1: 13,893 shares; 2025Q2: 11,681 shares; 2025Q3: 8,835 shares; 2025Q4: 7,478 shares; 2026Q1: 6,105 shares; 2026Q2: 4,748 shares 4,748 $837K 0.11% -1,357 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: 4,111 shares; 2024Q4: 4,110 shares; 2025Q1: 4,137 shares; 2025Q2: 4,218 shares; 2025Q3: 4,152 shares; 2025Q4: 4,485 shares; 2026Q1: 4,496 shares; 2026Q2: 4,411 shares 4,411 $837K 0.11% -85 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: 7,474 shares; 2024Q4: 7,453 shares; 2025Q1: 10,533 shares; 2025Q2: 12,483 shares; 2025Q3: 11,843 shares; 2025Q4: 11,772 shares; 2026Q1: 10,544 shares; 2026Q2: 9,884 shares 9,884 $817K 0.11% -660 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682 shares; 2026Q2: 706 shares 706 $815K 0.1% +24 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,661 shares; 2024Q4: 8,548 shares; 2025Q1: 8,420 shares; 2025Q2: 8,400 shares; 2025Q3: 8,410 shares; 2025Q4: 8,827 shares; 2026Q1: 8,159 shares; 2026Q2: 6,349 shares 6,349 $804K 0.1% -1,810 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,500 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares; 2026Q1: 2,725 shares; 2026Q2: 10,064 shares 10,064 $795K 0.1% +7,339 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,416 shares; 2024Q4: 4,751 shares; 2025Q1: 4,631 shares; 2025Q2: 4,598 shares; 2025Q3: 4,533 shares; 2025Q4: 4,700 shares; 2026Q1: 4,698 shares; 2026Q2: 3,200 shares 3,200 $788K 0.1% -1,498 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,467 shares; 2024Q4: 3,461 shares; 2025Q1: 3,153 shares; 2025Q2: 3,129 shares; 2025Q3: 3,152 shares; 2025Q4: 3,243 shares; 2026Q1: 3,213 shares; 2026Q2: 3,114 shares 3,114 $783K 0.1% -99 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: 6,796 shares; 2024Q4: 6,641 shares; 2025Q1: 6,059 shares; 2025Q2: 6,363 shares; 2025Q3: 6,139 shares; 2025Q4: 6,100 shares; 2026Q1: 6,551 shares; 2026Q2: 6,894 shares 6,894 $781K 0.1% +343 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,118 shares; 2024Q4: 5,765 shares; 2025Q1: 6,710 shares; 2025Q2: 6,313 shares; 2025Q3: 6,564 shares; 2025Q4: 6,538 shares; 2026Q1: 4,286 shares; 2026Q2: 4,008 shares 4,008 $763K 0.1% -278 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,780 shares; 2025Q3: 6,741 shares; 2025Q4: 6,741 shares; 2026Q1: 6,741 shares; 2026Q2: 7,493 shares 7,493 $759K 0.1% +752 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,705 shares; 2024Q4: 6,705 shares; 2025Q1: 6,911 shares; 2025Q2: 6,887 shares; 2025Q3: 7,478 shares; 2025Q4: 7,618 shares; 2026Q1: 7,439 shares; 2026Q2: 7,931 shares 7,931 $758K 0.1% +492 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: 772 shares; 2024Q4: 765 shares; 2025Q1: 750 shares; 2025Q2: 804 shares; 2025Q3: 783 shares; 2025Q4: 780 shares; 2026Q1: 805 shares; 2026Q2: 795 shares 795 $744K 0.1% -10 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,868 shares; 2024Q4: 27,460 shares; 2025Q1: 27,014 shares; 2025Q2: 27,039 shares; 2025Q3: 26,873 shares; 2025Q4: 26,162 shares; 2026Q1: 23,421 shares; 2026Q2: 15,313 shares 15,313 $708K 0.09% -8,108 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: 54,625 shares; 2024Q4: 40,271 shares; 2025Q1: 45,292 shares; 2025Q2: 41,473 shares; 2025Q3: 40,647 shares; 2025Q4: 28,855 shares; 2026Q1: 29,177 shares; 2026Q2: 28,655 shares 28,655 $690K 0.09% -522 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: 622 shares; 2024Q4: 629 shares; 2025Q1: 652 shares; 2025Q2: 644 shares; 2025Q3: 637 shares; 2025Q4: 633 shares; 2026Q1: 662 shares; 2026Q2: 675 shares 675 $683K 0.09% +13 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: 1,924 shares; 2024Q4: 1,798 shares; 2025Q1: 1,719 shares; 2025Q2: 2,046 shares; 2025Q3: 1,831 shares; 2025Q4: 1,671 shares; 2026Q1: 1,642 shares; 2026Q2: 1,636 shares 1,636 $680K 0.09% -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; 2024Q3: 1,645 shares; 2024Q4: 1,527 shares; 2025Q1: 1,645 shares; 2025Q2: 1,472 shares; 2025Q3: 1,215 shares; 2025Q4: 1,207 shares; 2026Q1: 943 shares; 2026Q2: 943 shares 943 $673K 0.09% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,223 shares; 2025Q1: 2,528 shares; 2025Q2: 8,691 shares; 2025Q3: 8,950 shares; 2025Q4: 9,112 shares; 2026Q1: 8,432 shares; 2026Q2: 7,711 shares 7,711 $671K 0.09% -721 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: 12,831 shares; 2024Q4: 12,624 shares; 2025Q1: 11,753 shares; 2025Q2: 12,104 shares; 2025Q3: 12,009 shares; 2025Q4: 11,878 shares; 2026Q1: 12,160 shares; 2026Q2: 11,737 shares 11,737 $669K 0.09% -423 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,369 shares; 2026Q2: 7,369 shares 7,369 $657K 0.08% 0 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: 2,068 shares; 2024Q4: 2,063 shares; 2025Q1: 2,002 shares; 2025Q2: 2,011 shares; 2025Q3: 2,044 shares; 2025Q4: 2,029 shares; 2026Q1: 1,997 shares; 2026Q2: 1,943 shares 1,943 $657K 0.08% -54 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 1,961 shares; 2025Q1: 2,002 shares; 2025Q2: 2,152 shares; 2025Q3: 2,159 shares; 2025Q4: 2,166 shares; 2026Q1: 1,918 shares; 2026Q2: 1,836 shares 1,836 $651K 0.08% -82 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,583 shares; 2024Q4: 3,522 shares; 2025Q1: 3,099 shares; 2025Q2: 3,042 shares; 2025Q3: 3,243 shares; 2025Q4: 4,027 shares; 2026Q1: 3,004 shares; 2026Q2: 3,622 shares 3,622 $650K 0.08% +618 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: not reported; 2024Q4: 6,644 shares; 2025Q1: not reported; 2025Q2: 30,488 shares; 2025Q3: 11,210 shares; 2025Q4: 8,918 shares; 2026Q1: 6,521 shares; 2026Q2: 6,537 shares 6,537 $647K 0.08% +16 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: 37,456 shares; 2024Q4: 36,625 shares; 2025Q1: 35,661 shares; 2025Q2: 35,921 shares; 2025Q3: 34,737 shares; 2025Q4: 35,012 shares; 2026Q1: 30,792 shares; 2026Q2: 31,184 shares 31,184 $646K 0.08% +392 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: 20,713 shares; 2024Q4: 19,493 shares; 2025Q1: 18,896 shares; 2025Q2: 18,773 shares; 2025Q3: 18,807 shares; 2025Q4: 18,720 shares; 2026Q1: 15,727 shares; 2026Q2: 14,978 shares 14,978 $634K 0.08% -749 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,091 shares; 2024Q4: 15,804 shares; 2025Q1: 10,160 shares; 2025Q2: 10,104 shares; 2025Q3: 10,050 shares; 2025Q4: 8,927 shares; 2026Q1: 9,246 shares; 2026Q2: 9,250 shares 9,250 $633K 0.08% +4 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,491 shares; 2024Q4: 19,830 shares; 2025Q1: 15,888 shares; 2025Q2: 17,600 shares; 2025Q3: 16,861 shares; 2025Q4: 18,080 shares; 2026Q1: 17,599 shares; 2026Q2: 16,688 shares 16,688 $603K 0.08% -911 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,787 shares; 2025Q2: 8,473 shares; 2025Q3: 9,025 shares; 2025Q4: 9,869 shares; 2026Q1: 10,405 shares; 2026Q2: 16,411 shares 16,411 $595K 0.08% +6,006 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,772 shares; 2024Q4: 5,512 shares; 2025Q1: 5,042 shares; 2025Q2: 4,955 shares; 2025Q3: 5,010 shares; 2025Q4: 5,015 shares; 2026Q1: 4,928 shares; 2026Q2: 5,032 shares 5,032 $595K 0.08% +104 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: 8,475 shares; 2024Q4: 8,414 shares; 2025Q1: 8,079 shares; 2025Q2: 8,109 shares; 2025Q3: 8,052 shares; 2025Q4: 7,954 shares; 2026Q1: 7,870 shares; 2026Q2: 7,792 shares 7,792 $594K 0.08% -78 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,119 shares; 2024Q4: 7,955 shares; 2025Q1: 6,380 shares; 2025Q2: 6,382 shares; 2025Q3: 6,369 shares; 2025Q4: 6,375 shares; 2026Q1: 5,150 shares; 2026Q2: 5,067 shares 5,067 $582K 0.07% -83 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: 4,510 shares; 2025Q1: 3,930 shares; 2025Q2: 4,306 shares; 2025Q3: 5,174 shares; 2025Q4: 5,611 shares; 2026Q1: 5,867 shares; 2026Q2: 4,824 shares 4,824 $563K 0.07% -1,043 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,030 shares; 2024Q4: 2,047 shares; 2025Q1: 2,018 shares; 2025Q2: 1,968 shares; 2025Q3: 1,974 shares; 2025Q4: 1,915 shares; 2026Q1: 1,928 shares; 2026Q2: 1,901 shares 1,901 $557K 0.07% -27 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: 908 shares; 2025Q1: 914 shares; 2025Q2: 916 shares; 2025Q3: 920 shares; 2025Q4: 1,433 shares; 2026Q1: 1,665 shares; 2026Q2: 6,782 shares 6,782 $546K 0.07% +5,117 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: 1,139 shares; 2024Q4: not reported; 2025Q1: 1,075 shares; 2025Q2: 1,087 shares; 2025Q3: 1,104 shares; 2025Q4: 1,090 shares; 2026Q1: 1,401 shares; 2026Q2: 1,461 shares 1,461 $546K 0.07% +60 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: 6,005 shares; 2024Q4: 5,963 shares; 2025Q1: 5,907 shares; 2025Q2: 5,906 shares; 2025Q3: 5,946 shares; 2025Q4: 6,052 shares; 2026Q1: 6,269 shares; 2026Q2: 6,123 shares 6,123 $537K 0.07% -146 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: not reported; 2025Q4: not reported; 2026Q1: 2,207 shares; 2026Q2: 2,073 shares 2,073 $529K 0.07% -134 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: 6,562 shares; 2024Q4: 6,451 shares; 2025Q1: 6,134 shares; 2025Q2: 6,456 shares; 2025Q3: 6,479 shares; 2025Q4: 6,457 shares; 2026Q1: 5,584 shares; 2026Q2: 5,497 shares 5,497 $526K 0.07% -87 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: 3,425 shares; 2024Q4: 2,950 shares; 2025Q1: 3,011 shares; 2025Q2: 2,987 shares; 2025Q3: 2,990 shares; 2025Q4: 4,447 shares; 2026Q1: 3,879 shares; 2026Q2: 3,858 shares 3,858 $522K 0.07% -21 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: 2,793 shares; 2024Q4: 2,773 shares; 2025Q1: 2,503 shares; 2025Q2: 2,503 shares; 2025Q3: 2,506 shares; 2025Q4: 2,534 shares; 2026Q1: 2,586 shares; 2026Q2: 2,483 shares 2,483 $519K 0.07% -103 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,466 shares; 2024Q4: 3,721 shares; 2025Q1: 3,672 shares; 2025Q2: 3,824 shares; 2025Q3: 4,298 shares; 2025Q4: 4,804 shares; 2026Q1: 4,898 shares; 2026Q2: 5,390 shares 5,390 $514K 0.07% +492 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: 222 shares 222 $505K 0.07% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,552 shares; 2024Q4: 5,408 shares; 2025Q1: 5,286 shares; 2025Q2: 5,304 shares; 2025Q3: 5,272 shares; 2025Q4: 5,348 shares; 2026Q1: 4,335 shares; 2026Q2: 4,326 shares 4,326 $505K 0.07% -9 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: 749 shares; 2026Q1: 975 shares; 2026Q2: 1,043 shares 1,043 $498K 0.06% +68 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,617 shares; 2024Q4: 3,634 shares; 2025Q1: 3,295 shares; 2025Q2: 3,323 shares; 2025Q3: 4,427 shares; 2025Q4: 4,321 shares; 2026Q1: 5,575 shares; 2026Q2: 5,127 shares 5,127 $495K 0.06% -448 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,156 shares; 2025Q2: 2,396 shares; 2025Q3: 2,545 shares; 2025Q4: 2,466 shares; 2026Q1: 4,136 shares; 2026Q2: 3,109 shares 3,109 $488K 0.06% -1,027 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,998 shares; 2024Q4: 3,028 shares; 2025Q1: 3,037 shares; 2025Q2: 3,047 shares; 2025Q3: 3,051 shares; 2025Q4: 3,057 shares; 2026Q1: 3,061 shares; 2026Q2: 3,065 shares 3,065 $479K 0.06% +4 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,716 shares; 2026Q2: 1,686 shares 1,686 $474K 0.06% -30 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,584 shares 1,584 $472K 0.06% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,414 shares; 2026Q2: 1,354 shares 1,354 $462K 0.06% -60 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,034 shares; 2024Q4: 46,040 shares; 2025Q1: 46,034 shares; 2025Q2: 47,034 shares; 2025Q3: 47,034 shares; 2025Q4: 47,034 shares; 2026Q1: 47,094 shares; 2026Q2: 24,095 shares 24,095 $461K 0.06% -22,999 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 378 shares; 2026Q2: 387 shares 387 $455K 0.06% +9 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538 shares; 2024Q4: 518 shares; 2025Q1: 573 shares; 2025Q2: 694 shares; 2025Q3: 721 shares; 2025Q4: 715 shares; 2026Q1: 674 shares; 2026Q2: 680 shares 680 $454K 0.06% +6 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: 626 shares; 2024Q4: 607 shares; 2025Q1: 620 shares; 2025Q2: 727 shares; 2025Q3: 643 shares; 2025Q4: 6,338 shares; 2026Q1: 6,800 shares; 2026Q2: 6,278 shares 6,278 $448K 0.06% -522 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,890 shares; 2026Q2: 4,890 shares 4,890 $443K 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: 2,719 shares; 2024Q4: 2,530 shares; 2025Q1: 2,685 shares; 2025Q2: 2,672 shares; 2025Q3: 2,676 shares; 2025Q4: 2,653 shares; 2026Q1: 2,474 shares; 2026Q2: 2,381 shares 2,381 $440K 0.06% -93 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,468 shares; 2024Q4: 7,285 shares; 2025Q1: 8,213 shares; 2025Q2: 8,390 shares; 2025Q3: 8,713 shares; 2025Q4: 9,094 shares; 2026Q1: 8,219 shares; 2026Q2: 8,702 shares 8,702 $440K 0.06% +483 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,264 shares 2,264 $429K 0.06% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,502 shares; 2024Q4: 5,313 shares; 2025Q1: 6,097 shares; 2025Q2: 6,391 shares; 2025Q3: 6,597 shares; 2025Q4: 6,470 shares; 2026Q1: 6,050 shares; 2026Q2: 6,072 shares 6,072 $428K 0.06% +22 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,384 shares; 2026Q1: 7,323 shares; 2026Q2: 7,450 shares 7,450 $425K 0.05% +127 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 619 shares; 2025Q4: 625 shares; 2026Q1: 630 shares; 2026Q2: 634 shares 634 $416K 0.05% +4 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,358 shares; 2024Q4: 7,358 shares; 2025Q1: 7,453 shares; 2025Q2: 7,487 shares; 2025Q3: 7,448 shares; 2025Q4: 7,468 shares; 2026Q1: 7,808 shares; 2026Q2: 7,536 shares 7,536 $410K 0.05% -272 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 3,677 shares; 2025Q4: 3,778 shares; 2026Q1: 3,353 shares; 2026Q2: 3,931 shares 3,931 $400K 0.05% +578 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,424 shares; 2024Q4: not reported; 2025Q1: 1,395 shares; 2025Q2: 1,400 shares; 2025Q3: 1,396 shares; 2025Q4: 1,429 shares; 2026Q1: 1,303 shares; 2026Q2: 1,321 shares 1,321 $398K 0.05% +18 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,687 shares; 2024Q4: 1,595 shares; 2025Q1: 1,567 shares; 2025Q2: 1,568 shares; 2025Q3: 1,498 shares; 2025Q4: 1,236 shares; 2026Q1: 1,134 shares; 2026Q2: 1,067 shares 1,067 $390K 0.05% -67 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,134 shares; 2024Q4: 3,117 shares; 2025Q1: 3,439 shares; 2025Q2: 3,219 shares; 2025Q3: 3,601 shares; 2025Q4: 2,810 shares; 2026Q1: 2,437 shares; 2026Q2: 2,328 shares 2,328 $388K 0.05% -109 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: 728 shares; 2024Q4: 737 shares; 2025Q1: 693 shares; 2025Q2: 698 shares; 2025Q3: 681 shares; 2025Q4: 672 shares; 2026Q1: 668 shares; 2026Q2: 610 shares 610 $387K 0.05% -58 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 1,604 shares; 2026Q2: 1,226 shares 1,226 $371K 0.05% -378 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,115 shares; 2024Q4: 4,033 shares; 2025Q1: 3,948 shares; 2025Q2: 4,240 shares; 2025Q3: 4,224 shares; 2025Q4: 3,920 shares; 2026Q1: 3,995 shares; 2026Q2: 3,742 shares 3,742 $360K 0.05% -253 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 1,811 shares; 2025Q1: 1,936 shares; 2025Q2: 1,965 shares; 2025Q3: 1,860 shares; 2025Q4: 1,510 shares; 2026Q1: 1,505 shares; 2026Q2: 1,470 shares 1,470 $357K 0.05% -35 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,272 shares; 2026Q2: 6,262 shares 6,262 $356K 0.05% -10 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,328 shares; 2024Q4: 2,330 shares; 2025Q1: 3,386 shares; 2025Q2: 3,562 shares; 2025Q3: not reported; 2025Q4: 3,765 shares; 2026Q1: 3,112 shares; 2026Q2: 3,299 shares 3,299 $355K 0.05% +187 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: 1,049 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,208 shares; 2026Q2: 1,188 shares 1,188 $354K 0.05% -20 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,360 shares; 2024Q4: 4,355 shares; 2025Q1: 4,347 shares; 2025Q2: 3,849 shares; 2025Q3: 3,822 shares; 2025Q4: 2,978 shares; 2026Q1: 2,306 shares; 2026Q2: 2,163 shares 2,163 $354K 0.05% -143 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,236 shares; 2024Q4: 3,861 shares; 2025Q1: 4,125 shares; 2025Q2: 4,539 shares; 2025Q3: 4,224 shares; 2025Q4: 4,128 shares; 2026Q1: 3,549 shares; 2026Q2: 3,443 shares 3,443 $352K 0.05% -106 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768 shares; 2024Q4: 750 shares; 2025Q1: 901 shares; 2025Q2: 882 shares; 2025Q3: 898 shares; 2025Q4: 927 shares; 2026Q1: 868 shares; 2026Q2: 819 shares 819 $349K 0.04% -49 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,873 shares; 2025Q4: not reported; 2026Q1: 4,682 shares; 2026Q2: 4,739 shares 4,739 $348K 0.04% +57 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 18,957 shares; 2025Q4: 19,492 shares; 2026Q1: 21,310 shares; 2026Q2: 19,347 shares 19,347 $347K 0.04% -1,963 Timeline WELLS FARGO & CO 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: not reported; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares; 2026Q2: 299 shares 299 $346K 0.04% 0 PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,281 shares; 2024Q4: 7,298 shares; 2025Q1: 7,284 shares; 2025Q2: 7,312 shares; 2025Q3: 7,390 shares; 2025Q4: 8,765 shares; 2026Q1: 8,779 shares; 2026Q2: 9,386 shares 9,386 $341K 0.04% +607 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,102 shares 1,102 $332K 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: 804 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 843 shares; 2025Q4: 1,396 shares; 2026Q1: 1,407 shares; 2026Q2: 1,318 shares 1,318 $327K 0.04% -89 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: 170 shares; 2026Q2: 164 shares 164 $326K 0.04% -6 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 733 shares; 2025Q1: 850 shares; 2025Q2: 635 shares; 2025Q3: 620 shares; 2025Q4: 559 shares; 2026Q1: 464 shares; 2026Q2: 567 shares 567 $325K 0.04% +103 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: 3,782 shares; 2025Q3: 3,964 shares; 2025Q4: 4,503 shares; 2026Q1: 4,176 shares; 2026Q2: 4,475 shares 4,475 $322K 0.04% +299 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 3,156 shares 3,156 $321K 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; 2024Q3: 4,168 shares; 2024Q4: not reported; 2025Q1: 3,648 shares; 2025Q2: 3,516 shares; 2025Q3: 3,479 shares; 2025Q4: 3,422 shares; 2026Q1: 2,857 shares; 2026Q2: 2,780 shares 2,780 $320K 0.04% -77 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537 shares; 2024Q4: 505 shares; 2025Q1: 581 shares; 2025Q2: 734 shares; 2025Q3: 755 shares; 2025Q4: 818 shares; 2026Q1: 749 shares; 2026Q2: 759 shares 759 $320K 0.04% +10 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: 2,239 shares; 2025Q3: 2,255 shares; 2025Q4: 2,251 shares; 2026Q1: 2,313 shares; 2026Q2: 2,201 shares 2,201 $318K 0.04% -112 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: 1,204 shares; 2024Q4: 2,124 shares; 2025Q1: 1,019 shares; 2025Q2: 876 shares; 2025Q3: 1,186 shares; 2025Q4: 897 shares; 2026Q1: 675 shares; 2026Q2: 775 shares 775 $317K 0.04% +100 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,045 shares; 2025Q2: 6,045 shares; 2025Q3: 6,045 shares; 2025Q4: 6,045 shares; 2026Q1: 6,118 shares; 2026Q2: 6,119 shares 6,119 $317K 0.04% +1 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,736 shares; 2024Q4: 7,249 shares; 2025Q1: 9,140 shares; 2025Q2: 9,077 shares; 2025Q3: 6,148 shares; 2025Q4: 6,443 shares; 2026Q1: 6,031 shares; 2026Q2: 6,031 shares 6,031 $316K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 974 shares; 2024Q4: 971 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares; 2026Q1: 788 shares; 2026Q2: 783 shares 783 $311K 0.04% -5 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: 2,328 shares; 2024Q4: 2,359 shares; 2025Q1: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 2,203 shares; 2025Q4: 2,165 shares; 2026Q1: 2,187 shares; 2026Q2: 2,164 shares 2,164 $310K 0.04% -23 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 875 shares; 2026Q2: 840 shares 840 $309K 0.04% -35 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266 shares; 2024Q4: 1,236 shares; 2025Q1: 1,404 shares; 2025Q2: 1,460 shares; 2025Q3: 1,452 shares; 2025Q4: 1,570 shares; 2026Q1: 1,091 shares; 2026Q2: 1,090 shares 1,090 $307K 0.04% -1 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,844 shares; 2024Q4: 1,648 shares; 2025Q1: 1,853 shares; 2025Q2: 2,453 shares; 2025Q3: 2,507 shares; 2025Q4: 2,558 shares; 2026Q1: 2,286 shares; 2026Q2: 2,174 shares 2,174 $305K 0.04% -112 Timeline IVE 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: 9,434 shares; 2025Q1: 1,448 shares; 2025Q2: 1,388 shares; 2025Q3: 1,549 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares; 2026Q2: 1,345 shares 1,345 $305K 0.04% -54 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,979 shares; 2024Q4: 3,069 shares; 2025Q1: 3,559 shares; 2025Q2: 3,258 shares; 2025Q3: 3,045 shares; 2025Q4: 2,714 shares; 2026Q1: 2,718 shares; 2026Q2: 2,929 shares 2,929 $304K 0.04% +211 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: 4,541 shares; 2025Q2: not reported; 2025Q3: 4,589 shares; 2025Q4: 6,348 shares; 2026Q1: 6,459 shares; 2026Q2: 6,411 shares 6,411 $299K 0.04% -48 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,748 shares; 2024Q4: 3,787 shares; 2025Q1: 2,839 shares; 2025Q2: 2,878 shares; 2025Q3: 2,839 shares; 2025Q4: 2,809 shares; 2026Q1: 3,430 shares; 2026Q2: 3,223 shares 3,223 $297K 0.04% -207 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,324 shares; 2025Q3: 7,270 shares; 2025Q4: 7,387 shares; 2026Q1: 7,489 shares; 2026Q2: 6,950 shares 6,950 $297K 0.04% -539 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,676 shares; 2024Q4: 3,587 shares; 2025Q1: 3,248 shares; 2025Q2: 2,825 shares; 2025Q3: 2,798 shares; 2025Q4: 2,814 shares; 2026Q1: 2,589 shares; 2026Q2: 2,407 shares 2,407 $296K 0.04% -182 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,016 shares; 2024Q4: 5,460 shares; 2025Q1: 5,570 shares; 2025Q2: 5,385 shares; 2025Q3: 5,376 shares; 2025Q4: 5,569 shares; 2026Q1: 4,424 shares; 2026Q2: 3,745 shares 3,745 $293K 0.04% -679 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,033 shares; 2026Q2: 3,033 shares 3,033 $293K 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,635 shares; 2024Q4: 2,856 shares; 2025Q1: 2,593 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,633 shares; 2026Q1: 2,633 shares; 2026Q2: 2,634 shares 2,634 $291K 0.04% +1 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 601 shares 601 $290K 0.04% new Timeline BBMC 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: not reported; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares; 2025Q4: 1,943 shares; 2026Q1: 2,281 shares; 2026Q2: 2,281 shares 2,281 $290K 0.04% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 2,206 shares; 2025Q1: 2,050 shares; 2025Q2: 2,054 shares; 2025Q3: 2,058 shares; 2025Q4: 1,882 shares; 2026Q1: 1,885 shares; 2026Q2: 1,888 shares 1,888 $287K 0.04% +3 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 374 shares 374 $285K 0.04% new Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS 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: 8,488 shares; 2026Q1: not reported; 2026Q2: 8,177 shares 8,177 $281K 0.04% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 618 shares; 2025Q1: 725 shares; 2025Q2: 771 shares; 2025Q3: 654 shares; 2025Q4: not reported; 2026Q1: 676 shares; 2026Q2: 673 shares 673 $280K 0.04% -3 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: 4,232 shares; 2024Q4: 4,167 shares; 2025Q1: 3,906 shares; 2025Q2: 4,007 shares; 2025Q3: 3,971 shares; 2025Q4: 4,011 shares; 2026Q1: 2,851 shares; 2026Q2: 2,534 shares 2,534 $274K 0.04% -317 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,468 shares; 2026Q2: 6,468 shares 6,468 $270K 0.03% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: 6,000 shares 6,000 $269K 0.03% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,409 shares; 2024Q4: 1,415 shares; 2025Q1: 1,350 shares; 2025Q2: 1,267 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,210 shares 1,210 $267K 0.03% -46 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,197 shares; 2025Q3: 7,197 shares; 2025Q4: 7,197 shares; 2026Q1: 7,212 shares; 2026Q2: 7,212 shares 7,212 $265K 0.03% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,044 shares; 2024Q4: not reported; 2025Q1: 5,256 shares; 2025Q2: 5,445 shares; 2025Q3: 5,451 shares; 2025Q4: 5,443 shares; 2026Q1: 4,155 shares; 2026Q2: 3,643 shares 3,643 $263K 0.03% -512 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 666 shares 666 $263K 0.03% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,628 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,189 shares; 2025Q4: 3,525 shares; 2026Q1: 2,769 shares; 2026Q2: 2,767 shares 2,767 $263K 0.03% -2 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,473 shares; 2024Q4: 3,631 shares; 2025Q1: 3,964 shares; 2025Q2: 3,969 shares; 2025Q3: 3,882 shares; 2025Q4: 3,561 shares; 2026Q1: not reported; 2026Q2: 2,866 shares 2,866 $263K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: 2,673 shares; 2026Q1: not reported; 2026Q2: 2,527 shares 2,527 $261K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834 shares; 2024Q4: 801 shares; 2025Q1: 745 shares; 2025Q2: 738 shares; 2025Q3: 748 shares; 2025Q4: 790 shares; 2026Q1: 794 shares; 2026Q2: 764 shares 764 $260K 0.03% -30 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: 2,611 shares; 2025Q4: 2,400 shares; 2026Q1: 2,375 shares; 2026Q2: 2,324 shares 2,324 $260K 0.03% -51 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 348 shares; 2025Q1: 311 shares; 2025Q2: 303 shares; 2025Q3: 295 shares; 2025Q4: 283 shares; 2026Q1: 272 shares; 2026Q2: 260 shares 260 $250K 0.03% -12 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: not reported; 2026Q1: not reported; 2026Q2: 386 shares 386 $247K 0.03% new 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: 850 shares; 2025Q1: 795 shares; 2025Q2: 797 shares; 2025Q3: 767 shares; 2025Q4: 761 shares; 2026Q1: 756 shares; 2026Q2: 737 shares 737 $243K 0.03% -19 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: 1,250 shares; 2025Q1: 1,241 shares; 2025Q2: 1,242 shares; 2025Q3: 1,200 shares; 2025Q4: 1,145 shares; 2026Q1: 1,048 shares; 2026Q2: 1,085 shares 1,085 $243K 0.03% +37 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,632 shares 9,632 $243K 0.03% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $241K 0.03% new Timeline BLLN BILLIONTOONE INC More: the full row for BILLIONTOONE 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: 2,000 shares 2,000 $240K 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; 2024Q3: 3,750 shares; 2024Q4: 3,767 shares; 2025Q1: 3,641 shares; 2025Q2: 3,702 shares; 2025Q3: 3,664 shares; 2025Q4: 3,638 shares; 2026Q1: 3,258 shares; 2026Q2: 2,627 shares 2,627 $238K 0.03% -631 Timeline AMDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,876 shares 2,876 $238K 0.03% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 243 shares; 2026Q1: 245 shares; 2026Q2: 241 shares 241 $236K 0.03% -4 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 118 shares 118 $234K 0.03% new Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS 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: 17,603 shares 17,603 $234K 0.03% new 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: 2,736 shares; 2024Q4: 1,868 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 468 shares 468 $227K 0.03% 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: 917 shares; 2024Q4: 914 shares; 2025Q1: 906 shares; 2025Q2: 909 shares; 2025Q3: 831 shares; 2025Q4: 833 shares; 2026Q1: 820 shares; 2026Q2: 800 shares 800 $226K 0.03% -20 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL 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: 2,804 shares; 2025Q4: 2,776 shares; 2026Q1: not reported; 2026Q2: 2,467 shares 2,467 $223K 0.03% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,471 shares; 2024Q4: 15,268 shares; 2025Q1: 15,554 shares; 2025Q2: 14,832 shares; 2025Q3: 13,373 shares; 2025Q4: 10,385 shares; 2026Q1: 10,198 shares; 2026Q2: 9,049 shares 9,049 $222K 0.03% -1,149 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $220K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 980 shares; 2026Q1: not reported; 2026Q2: 1,018 shares 1,018 $220K 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,594 shares; 2025Q4: 1,967 shares; 2026Q1: 1,540 shares; 2026Q2: 996 shares 996 $220K 0.03% -544 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,638 shares 1,638 $218K 0.03% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 782 shares; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 761 shares; 2025Q3: 732 shares; 2025Q4: not reported; 2026Q1: 756 shares; 2026Q2: 787 shares 787 $217K 0.03% +31 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,565 shares 2,565 $215K 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,341 shares; 2026Q1: not reported; 2026Q2: 1,327 shares 1,327 $215K 0.03% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 673 shares 673 $214K 0.03% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 408 shares; 2026Q1: not reported; 2026Q2: 415 shares 415 $214K 0.03% 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: 1,836 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,804 shares 1,804 $212K 0.03% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,213 shares; 2024Q4: 1,186 shares; 2025Q1: 1,307 shares; 2025Q2: 2,129 shares; 2025Q3: 2,963 shares; 2025Q4: 2,907 shares; 2026Q1: 1,897 shares; 2026Q2: 1,315 shares 1,315 $209K 0.03% -582 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,048 shares 2,048 $208K 0.03% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,147 shares 1,147 $205K 0.03% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,530 shares; 2024Q4: 5,173 shares; 2025Q1: 6,046 shares; 2025Q2: 6,301 shares; 2025Q3: 6,473 shares; 2025Q4: 6,735 shares; 2026Q1: 5,936 shares; 2026Q2: 4,901 shares 4,901 $205K 0.03% -1,035 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,541 shares; 2026Q2: 1,392 shares 1,392 $203K 0.03% -149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,750 shares 3,750 $203K 0.03% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,282 shares; 2025Q3: 2,323 shares; 2025Q4: 2,503 shares; 2026Q1: 2,867 shares; 2026Q2: 2,799 shares 2,799 $202K 0.03% -68 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 279 shares 279 $201K 0.03% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,485 shares; 2025Q2: 2,657 shares; 2025Q3: 2,528 shares; 2025Q4: 2,400 shares; 2026Q1: 2,480 shares; 2026Q2: 2,297 shares 2,297 $200K 0.03% -183 Timeline PUSA AUREUS GREENWAY HLDGS INC More: the full row for AUREUS GREENWAY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $120K 0.02% 0 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,500 shares; 2025Q1: 33,500 shares; 2025Q2: 33,500 shares; 2025Q3: 33,500 shares; 2025Q4: 33,500 shares; 2026Q1: 33,500 shares; 2026Q2: 33,500 shares 33,500 $109K 0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 13,024 shares; 2026Q2: 13,000 shares 13,000 $107K 0.01% -24 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398 shares; 2024Q4: 416 shares; 2025Q1: 365 shares; 2025Q2: 433 shares; 2025Q3: 338 shares; 2025Q4: 1,774 shares; 2026Q1: not reported; 2026Q2: 936 shares 936 $92.9K 0.01% new Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares; 2026Q1: 32,000 shares; 2026Q2: 32,000 shares 32,000 $56.3K 0.01% 0 Timeline OABI OMNIAB INC More: the full row for OMNIAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,081 shares; 2024Q4: 16,081 shares; 2025Q1: 16,081 shares; 2025Q2: 17,281 shares; 2025Q3: 17,281 shares; 2025Q4: 17,281 shares; 2026Q1: 17,281 shares; 2026Q2: 18,046 shares 18,046 $44.4K 0.01% +765 Timeline