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: 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; 2026Q3: 5,450,080 shares 5,450,080 $196M 24.66% +19,383 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: 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; 2026Q3: 854,529 shares 854,529 $185M 23.25% -14,614 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: 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; 2026Q3: 32,114 shares 32,114 $24.5M 3.08% -450 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 493,244 shares 493,244 $20.5M 2.58% -16,013 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: 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; 2026Q3: 58,279 shares 58,279 $19.4M 2.44% +205 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: 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; 2026Q3: 198,591 shares 198,591 $17.9M 2.25% +4,711 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,338 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; 2026Q3: 17,026 shares 17,026 $11.9M 1.5% +465 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; 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; 2026Q3: 17,019 shares 17,019 $11.2M 1.41% -982 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 393,974 shares 393,974 $10.8M 1.36% +9,963 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: 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; 2026Q3: 46,762 shares 46,762 $10.7M 1.34% +4,420 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; 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; 2026Q3: 30,433 shares 30,433 $10.5M 1.32% -192 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: 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; 2026Q3: 19,750 shares 19,750 $10.1M 1.28% -59 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: 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; 2026Q3: 35,125 shares 35,125 $9.99M 1.26% +674 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; 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; 2026Q3: 292,597 shares 292,597 $9.75M 1.23% -1,857 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: 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; 2026Q3: 25,866 shares 25,866 $8.81M 1.11% -125 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: 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; 2026Q3: 21,154 shares 21,154 $7.92M 1% +888 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; 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; 2026Q3: 72,351 shares 72,351 $7.43M 0.94% -1,584 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: 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; 2026Q3: 28,047 shares 28,047 $6.99M 0.88% +1,925 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: 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; 2026Q3: 105,235 shares 105,235 $6.24M 0.79% +760 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; 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; 2026Q3: 205,871 shares 205,871 $6.18M 0.78% -539 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: 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; 2026Q3: 21,958 shares 21,958 $5.81M 0.73% -552 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: 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; 2026Q3: 15,330 shares 15,330 $5.27M 0.66% +1,114 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 50,967 shares 50,967 $5.15M 0.65% +2,997 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: 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; 2026Q3: 6,616 shares 6,616 $5.07M 0.64% -14 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: 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; 2026Q3: 47,336 shares 47,336 $4.92M 0.62% +2,830 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; 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; 2026Q3: 150,426 shares 150,426 $4.41M 0.56% +14,713 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 88,540 shares 88,540 $4.38M 0.55% -2,477 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: 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; 2026Q3: 47,305 shares 47,305 $3.34M 0.42% +2,368 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: 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; 2026Q3: 6,084 shares 6,084 $3.03M 0.38% -279 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: 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; 2026Q3: 20,772 shares 20,772 $3.02M 0.38% +2,718 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: 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; 2026Q3: 36,699 shares 36,699 $2.98M 0.38% +84 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: 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; 2026Q3: 13,397 shares 13,397 $2.98M 0.37% -229 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: 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; 2026Q3: 8,102 shares 8,102 $2.91M 0.37% -128 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,020 shares; 2026Q3: 8,051 shares 8,051 $2.73M 0.34% -969 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: 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; 2026Q3: 102,200 shares 102,200 $2.65M 0.33% -26,938 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; 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; 2026Q3: 71,281 shares 71,281 $2.63M 0.33% +15,721 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: 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; 2026Q3: 3,422 shares 3,422 $2.48M 0.31% +151 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: 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; 2026Q3: 7,485 shares 7,485 $2.48M 0.31% +18 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: 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; 2026Q3: 6,731 shares 6,731 $2.36M 0.3% +167 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: 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; 2026Q3: 16,948 shares 16,948 $2.31M 0.29% +73 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,848 shares 13,848 $2.25M 0.28% new 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; 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; 2026Q3: 35,827 shares 35,827 $2.2M 0.28% +13 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; 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; 2026Q3: 92,812 shares 92,812 $2.18M 0.27% +21,652 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: 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; 2026Q3: 64,510 shares 64,510 $2.1M 0.26% +4,665 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: 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; 2026Q3: 13,368 shares 13,368 $1.94M 0.24% +86 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: 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; 2026Q3: 5,471 shares 5,471 $1.94M 0.24% -308 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: 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; 2026Q3: 3,510 shares 3,510 $1.94M 0.24% -42 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: 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; 2026Q3: 8,370 shares 8,370 $1.84M 0.23% +4 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: 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; 2026Q3: 2,091 shares 2,091 $1.7M 0.21% -38 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: 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; 2026Q3: 15,587 shares 15,587 $1.68M 0.21% -171 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: 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; 2026Q3: 2,460 shares 2,460 $1.66M 0.21% +210 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: 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; 2026Q3: 3,174 shares 3,174 $1.62M 0.2% -185 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: 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; 2026Q3: 11,767 shares 11,767 $1.62M 0.2% -453 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; 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; 2026Q3: 21,215 shares 21,215 $1.61M 0.2% +3,030 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: 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; 2026Q3: 6,239 shares 6,239 $1.55M 0.19% -83 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,691 shares; 2025Q4: 1,725 shares; 2026Q1: 2,362 shares; 2026Q2: 2,374 shares; 2026Q3: 2,519 shares 2,519 $1.54M 0.19% +145 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 45,268 shares 45,268 $1.54M 0.19% +156 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: 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; 2026Q3: 5,655 shares 5,655 $1.48M 0.19% -53 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: 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; 2026Q3: 7,219 shares 7,219 $1.47M 0.19% +125 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: 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; 2026Q3: 1,270 shares 1,270 $1.47M 0.19% +15 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; 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; 2026Q3: 57,742 shares 57,742 $1.47M 0.18% +15,193 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: 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; 2026Q3: 6,268 shares 6,268 $1.44M 0.18% +167 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: 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; 2026Q3: 11,365 shares 11,365 $1.42M 0.18% -8,871 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,627 shares 9,627 $1.37M 0.17% +15 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: 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; 2026Q3: 6,949 shares 6,949 $1.33M 0.17% +31 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: 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; 2026Q3: 1,778 shares 1,778 $1.32M 0.17% +204 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; 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; 2026Q3: 3,990 shares 3,990 $1.31M 0.17% +13 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: 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; 2026Q3: 1,479 shares 1,479 $1.26M 0.16% +5 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; 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; 2026Q3: 51,279 shares 51,279 $1.23M 0.16% -3,345 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,799 shares 7,799 $1.21M 0.15% +1 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: 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; 2026Q3: 16,613 shares 16,613 $1.2M 0.15% -479 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: 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; 2026Q3: 13,825 shares 13,825 $1.19M 0.15% -89 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: 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; 2026Q3: 2,717 shares 2,717 $1.15M 0.14% -501 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: 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; 2026Q3: 8,513 shares 8,513 $1.13M 0.14% -306 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: 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; 2026Q3: 6,202 shares 6,202 $1.11M 0.14% -888 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; 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; 2026Q3: 4,735 shares 4,735 $1.05M 0.13% +727 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682 shares; 2026Q2: 706 shares; 2026Q3: 978 shares 978 $1.04M 0.13% +272 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 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; 2026Q3: 12,941 shares 12,941 $1000K 0.13% +2,877 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: 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; 2026Q3: 2,077 shares 2,077 $986K 0.12% -25 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: 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; 2026Q3: 5,065 shares 5,065 $947K 0.12% +241 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: 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; 2026Q3: 7,316 shares 7,316 $947K 0.12% -158 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,659 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; 2026Q3: 1,842 shares 1,842 $942K 0.12% +38 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; 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; 2026Q3: 9,540 shares 9,540 $941K 0.12% +2,047 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,308 shares 3,308 $919K 0.12% -33 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: 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; 2026Q3: 5,457 shares 5,457 $907K 0.11% -83 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,131 shares 3,131 $883K 0.11% +17 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: 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; 2026Q3: 3,728 shares 3,728 $870K 0.11% +10 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,156 shares 3,156 $859K 0.11% -93 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: 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; 2026Q3: 4,488 shares 4,488 $833K 0.1% +77 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,010 shares 3,010 $827K 0.1% -44 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: 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; 2026Q3: 28,892 shares 28,892 $824K 0.1% +237 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; 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; 2026Q3: 2,030 shares 2,030 $801K 0.1% -54 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,490 shares 9,490 $800K 0.1% +4,742 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; 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; 2026Q3: 32,311 shares 32,311 $788K 0.1% +1,127 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: 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; 2026Q3: 2,764 shares 2,764 $786K 0.1% -36 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; 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; 2026Q3: 9,762 shares 9,762 $781K 0.1% -122 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: 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; 2026Q3: 3,496 shares 3,496 $777K 0.1% +296 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,903 shares 7,903 $768K 0.1% -28 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,577 shares; 2025Q2: 9,965 shares; 2025Q3: 7,659 shares; 2025Q4: 7,507 shares; 2026Q1: 6,682 shares; 2026Q2: 6,389 shares; 2026Q3: 6,189 shares 6,189 $744K 0.09% -200 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: 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; 2026Q3: 6,361 shares 6,361 $725K 0.09% +12 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: 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; 2026Q3: 6,798 shares 6,798 $706K 0.09% -96 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: 607 shares; 2025Q1: 620 shares; 2025Q2: 727 shares; 2025Q3: 643 shares; 2025Q4: 6,338 shares; 2026Q1: 6,800 shares; 2026Q2: 6,278 shares; 2026Q3: 10,073 shares 10,073 $701K 0.09% +3,795 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: 765 shares; 2025Q1: 750 shares; 2025Q2: 804 shares; 2025Q3: 783 shares; 2025Q4: 780 shares; 2026Q1: 805 shares; 2026Q2: 795 shares; 2026Q3: 762 shares 762 $694K 0.09% -33 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; 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; 2026Q3: 15,346 shares 15,346 $684K 0.09% +33 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: 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; 2026Q3: 14,825 shares 14,825 $680K 0.09% -153 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,369 shares; 2026Q2: 7,369 shares; 2026Q3: 7,369 shares 7,369 $664K 0.08% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,857 shares 2,857 $660K 0.08% -325 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: 629 shares; 2025Q1: 652 shares; 2025Q2: 644 shares; 2025Q3: 637 shares; 2025Q4: 633 shares; 2026Q1: 662 shares; 2026Q2: 675 shares; 2026Q3: 728 shares 728 $656K 0.08% +53 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: 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; 2026Q3: 12,045 shares 12,045 $656K 0.08% +308 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,250 shares 9,250 $618K 0.08% 0 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: 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; 2026Q3: 1,674 shares 1,674 $615K 0.08% +38 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; 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; 2026Q3: 7,148 shares 7,148 $611K 0.08% -563 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; 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; 2026Q3: 3,606 shares 3,606 $605K 0.08% -16 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: 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; 2026Q3: 1,820 shares 1,820 $604K 0.08% -16 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,063 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; 2026Q3: 1,983 shares 1,983 $603K 0.08% +40 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,615 shares 11,615 $586K 0.07% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,075 shares; 2025Q2: 1,087 shares; 2025Q3: 1,104 shares; 2025Q4: 1,090 shares; 2026Q1: 1,401 shares; 2026Q2: 1,461 shares; 2026Q3: 1,754 shares 1,754 $548K 0.07% +293 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: 908 shares; 2025Q1: 914 shares; 2025Q2: 916 shares; 2025Q3: 920 shares; 2025Q4: 1,433 shares; 2026Q1: 1,665 shares; 2026Q2: 6,782 shares; 2026Q3: 6,950 shares 6,950 $545K 0.07% +168 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,660 shares 16,660 $544K 0.07% -28 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 14,643 shares 14,643 $534K 0.07% -1,768 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; 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; 2026Q3: 1,914 shares 1,914 $532K 0.07% +13 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,414 shares; 2026Q2: 1,354 shares; 2026Q3: 1,328 shares 1,328 $528K 0.07% -26 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,890 shares; 2026Q2: 4,890 shares; 2026Q3: 4,890 shares 4,890 $521K 0.07% 0 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; 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; 2026Q3: 5,030 shares 5,030 $499K 0.06% -37 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,223 shares 5,223 $496K 0.06% -167 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: 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; 2026Q3: 5,110 shares 5,110 $495K 0.06% -17 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; 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; 2026Q3: 7,806 shares 7,806 $494K 0.06% +14 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,604 shares; 2026Q2: 1,226 shares; 2026Q3: 1,725 shares 1,725 $478K 0.06% +499 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; 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; 2026Q3: 24,096 shares 24,096 $476K 0.06% +1 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 749 shares; 2026Q1: 975 shares; 2026Q2: 1,043 shares; 2026Q3: 1,037 shares 1,037 $473K 0.06% -6 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: 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; 2026Q3: 2,496 shares 2,496 $469K 0.06% +13 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: 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; 2026Q3: 3,070 shares 3,070 $467K 0.06% +5 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: 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; 2026Q3: 899 shares 899 $464K 0.06% -44 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,584 shares; 2026Q3: 1,755 shares 1,755 $464K 0.06% +171 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: 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; 2026Q3: 3,656 shares 3,656 $463K 0.06% -202 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: 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; 2026Q3: 6,105 shares 6,105 $462K 0.06% -18 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 222 shares; 2026Q3: 262 shares 262 $456K 0.06% +40 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,482 shares 4,482 $454K 0.06% -550 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 378 shares; 2026Q2: 387 shares; 2026Q3: 470 shares 470 $447K 0.06% +83 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: 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; 2026Q3: 5,391 shares 5,391 $447K 0.06% -106 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: 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; 2026Q3: 2,399 shares 2,399 $442K 0.06% +18 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,332 shares 1,332 $437K 0.05% +11 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; 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; 2026Q3: 2,841 shares 2,841 $432K 0.05% +434 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: 737 shares; 2025Q1: 693 shares; 2025Q2: 698 shares; 2025Q3: 681 shares; 2025Q4: 672 shares; 2026Q1: 668 shares; 2026Q2: 610 shares; 2026Q3: 637 shares 637 $428K 0.05% +27 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: 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; 2026Q3: 2,502 shares 2,502 $427K 0.05% +174 Timeline BLLN BILLIONTOONE INC More: the full row for BILLIONTOONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares; 2026Q3: 4,000 shares 4,000 $426K 0.05% +2,000 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; 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; 2026Q3: 4,201 shares 4,201 $423K 0.05% -125 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,716 shares; 2026Q2: 1,686 shares; 2026Q3: 1,779 shares 1,779 $423K 0.05% +93 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; 2024Q4: 518 shares; 2025Q1: 573 shares; 2025Q2: 694 shares; 2025Q3: 721 shares; 2025Q4: 715 shares; 2026Q1: 674 shares; 2026Q2: 680 shares; 2026Q3: 689 shares 689 $418K 0.05% +9 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; 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; 2026Q3: 6,148 shares 6,148 $415K 0.05% +76 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,384 shares; 2026Q1: 7,323 shares; 2026Q2: 7,450 shares; 2026Q3: 7,456 shares 7,456 $414K 0.05% +6 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,048 shares; 2026Q3: 5,919 shares 5,919 $412K 0.05% +3,871 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; 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; 2026Q3: 3,901 shares 3,901 $409K 0.05% +159 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; 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; 2026Q3: 8,667 shares 8,667 $403K 0.05% -35 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 619 shares; 2025Q4: 625 shares; 2026Q1: 630 shares; 2026Q2: 634 shares; 2026Q3: 639 shares 639 $389K 0.05% +5 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 374 shares; 2026Q3: 1,467 shares 1,467 $388K 0.05% +1,093 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,976 shares 2,976 $372K 0.05% +47 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,101 shares 1,101 $372K 0.05% +34 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,352 shares 2,352 $362K 0.05% +178 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: 750 shares; 2025Q1: 901 shares; 2025Q2: 882 shares; 2025Q3: 898 shares; 2025Q4: 927 shares; 2026Q1: 868 shares; 2026Q2: 819 shares; 2026Q3: 839 shares 839 $361K 0.05% +20 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,264 shares; 2026Q3: 2,204 shares 2,204 $356K 0.04% -60 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,889 shares 6,889 $352K 0.04% new Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,632 shares; 2026Q3: 9,582 shares 9,582 $347K 0.04% -50 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: 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; 2026Q3: 1,500 shares 1,500 $346K 0.04% +30 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; 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; 2026Q3: 1,120 shares 1,120 $342K 0.04% +30 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,775 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,017 shares 4,017 $341K 0.04% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,208 shares; 2026Q2: 1,188 shares; 2026Q3: 1,207 shares 1,207 $338K 0.04% +19 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; 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; 2026Q3: 2,171 shares 2,171 $337K 0.04% +7 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,873 shares; 2025Q4: not reported; 2026Q1: 4,682 shares; 2026Q2: 4,739 shares; 2026Q3: 4,764 shares 4,764 $334K 0.04% +25 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,594 shares; 2025Q4: 1,967 shares; 2026Q1: 1,540 shares; 2026Q2: 996 shares; 2026Q3: 1,275 shares 1,275 $334K 0.04% +279 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,272 shares; 2026Q2: 6,262 shares; 2026Q3: 6,233 shares 6,233 $334K 0.04% -29 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 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; 2026Q3: 2,766 shares 2,766 $331K 0.04% -14 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,501 shares 3,501 $329K 0.04% +58 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,393 shares 2,393 $328K 0.04% +1,078 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 reported; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 843 shares; 2025Q4: 1,396 shares; 2026Q1: 1,407 shares; 2026Q2: 1,318 shares; 2026Q3: 1,289 shares 1,289 $328K 0.04% -29 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,888 shares 9,888 $325K 0.04% +502 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares; 2026Q2: 299 shares; 2026Q3: 299 shares 299 $323K 0.04% 0 MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,717 shares 3,717 $321K 0.04% -28 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,207 shares; 2026Q2: 2,073 shares; 2026Q3: 2,081 shares 2,081 $320K 0.04% +8 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 875 shares; 2026Q2: 840 shares; 2026Q3: 840 shares 840 $320K 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,207 shares 2,207 $319K 0.04% +6 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 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; 2026Q3: 2,018 shares 2,018 $318K 0.04% -1,091 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,119 shares 6,119 $317K 0.04% 0 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: 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; 2026Q3: 3,218 shares 3,218 $314K 0.04% -5 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: 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; 2026Q3: 3,335 shares 3,335 $312K 0.04% +36 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,419 shares 9,419 $310K 0.04% new 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: 971 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares; 2026Q1: 788 shares; 2026Q2: 783 shares; 2026Q3: 772 shares 772 $306K 0.04% -11 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; 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; 2026Q3: 6,993 shares 6,993 $305K 0.04% +43 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; 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; 2026Q3: 19,291 shares 19,291 $303K 0.04% -56 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,541 shares; 2026Q2: 1,392 shares; 2026Q3: 1,623 shares 1,623 $303K 0.04% +231 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; 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; 2026Q3: 2,508 shares 2,508 $302K 0.04% +227 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170 shares; 2026Q2: 164 shares; 2026Q3: 166 shares 166 $301K 0.04% +2 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; 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; 2026Q3: 4,463 shares 4,463 $301K 0.04% -12 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; 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; 2026Q3: 2,609 shares 2,609 $296K 0.04% +75 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,925 shares; 2025Q1: 1,812 shares; 2025Q2: 1,739 shares; 2025Q3: 1,516 shares; 2025Q4: 1,520 shares; 2026Q1: 1,031 shares; 2026Q2: not reported; 2026Q3: 1,073 shares 1,073 $296K 0.04% new 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: 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; 2026Q3: 1,290 shares 1,290 $294K 0.04% -55 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,031 shares 6,031 $291K 0.04% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,767 shares 1,767 $289K 0.04% -396 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,027 shares 3,027 $286K 0.04% -3,510 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,033 shares; 2026Q2: 3,033 shares; 2026Q3: 3,033 shares 3,033 $285K 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; 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; 2026Q3: 2,634 shares 2,634 $281K 0.04% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,622 shares 6,622 $281K 0.04% -914 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,638 shares; 2026Q3: 1,624 shares 1,624 $280K 0.04% -14 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: 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; 2026Q3: 2,810 shares 2,810 $278K 0.03% +183 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; 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; 2026Q3: 1,888 shares 1,888 $277K 0.03% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 711 shares 711 $276K 0.03% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,156 shares; 2026Q3: 3,156 shares 3,156 $274K 0.03% 0 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: 2,124 shares; 2025Q1: 1,019 shares; 2025Q2: 876 shares; 2025Q3: 1,186 shares; 2025Q4: 897 shares; 2026Q1: 675 shares; 2026Q2: 775 shares; 2026Q3: 653 shares 653 $272K 0.03% -122 Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,468 shares 6,468 $271K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares; 2026Q3: 6,000 shares 6,000 $267K 0.03% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 991 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,070 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 716 shares 716 $267K 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; 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; 2026Q3: 2,796 shares 2,796 $263K 0.03% +29 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,506 shares 6,506 $263K 0.03% +95 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; 2024Q4: 850 shares; 2025Q1: 795 shares; 2025Q2: 797 shares; 2025Q3: 767 shares; 2025Q4: 761 shares; 2026Q1: 756 shares; 2026Q2: 737 shares; 2026Q3: 736 shares 736 $262K 0.03% -1 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,197 shares; 2025Q1: 6,647 shares; 2025Q2: 5,991 shares; 2025Q3: 5,139 shares; 2025Q4: 3,852 shares; 2026Q1: 3,611 shares; 2026Q2: not reported; 2026Q3: 3,726 shares 3,726 $260K 0.03% new 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; 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; 2026Q3: 7,233 shares 7,233 $258K 0.03% +21 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,250 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; 2026Q3: 992 shares 992 $256K 0.03% -93 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: 348 shares; 2025Q1: 311 shares; 2025Q2: 303 shares; 2025Q3: 295 shares; 2025Q4: 283 shares; 2026Q1: 272 shares; 2026Q2: 260 shares; 2026Q3: 239 shares 239 $253K 0.03% -21 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,876 shares; 2026Q3: 3,181 shares 3,181 $252K 0.03% +305 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,561 shares; 2025Q1: 1,609 shares; 2025Q2: 1,654 shares; 2025Q3: 1,391 shares; 2025Q4: 1,680 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,743 shares 1,743 $250K 0.03% new Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 505 shares; 2025Q1: 581 shares; 2025Q2: 734 shares; 2025Q3: 755 shares; 2025Q4: 818 shares; 2026Q1: 749 shares; 2026Q2: 759 shares; 2026Q3: 747 shares 747 $249K 0.03% -12 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,280 shares 2,280 $242K 0.03% -44 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 801 shares; 2025Q1: 745 shares; 2025Q2: 738 shares; 2025Q3: 748 shares; 2025Q4: 790 shares; 2026Q1: 794 shares; 2026Q2: 764 shares; 2026Q3: 738 shares 738 $240K 0.03% -26 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares; 2026Q3: 1,083 shares 1,083 $240K 0.03% +33 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,084 shares 2,084 $239K 0.03% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,680 shares 3,680 $236K 0.03% +37 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,295 shares; 2025Q1: 3,295 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares; 2025Q4: 3,295 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,645 shares 3,645 $235K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,804 shares; 2025Q4: 2,776 shares; 2026Q1: not reported; 2026Q2: 2,467 shares; 2026Q3: 2,488 shares 2,488 $235K 0.03% +21 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; 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; 2026Q3: 2,469 shares 2,469 $227K 0.03% +172 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,740 shares 1,740 $226K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 601 shares; 2026Q3: 633 shares 633 $225K 0.03% +32 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 243 shares; 2026Q1: 245 shares; 2026Q2: 241 shares; 2026Q3: 234 shares 234 $224K 0.03% -7 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; 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; 2026Q3: 3,392 shares 3,392 $223K 0.03% -539 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,474 shares; 2026Q2: not reported; 2026Q3: 1,485 shares 1,485 $221K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,341 shares; 2026Q1: not reported; 2026Q2: 1,327 shares; 2026Q3: 1,348 shares 1,348 $221K 0.03% +21 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,102 shares; 2026Q3: 1,119 shares 1,119 $218K 0.03% +17 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; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 761 shares; 2025Q3: 732 shares; 2025Q4: not reported; 2026Q1: 756 shares; 2026Q2: 787 shares; 2026Q3: 801 shares 801 $218K 0.03% +14 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,433 shares 1,433 $216K 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,529 shares 2,529 $216K 0.03% new 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 980 shares; 2026Q1: not reported; 2026Q2: 1,018 shares; 2026Q3: 1,156 shares 1,156 $215K 0.03% +138 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,673 shares; 2026Q1: not reported; 2026Q2: 2,527 shares; 2026Q3: 2,506 shares 2,506 $215K 0.03% -21 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,565 shares; 2026Q3: 2,570 shares 2,570 $213K 0.03% +5 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; 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; 2026Q3: 7,500 shares 7,500 $212K 0.03% 0 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: 914 shares; 2025Q1: 906 shares; 2025Q2: 909 shares; 2025Q3: 831 shares; 2025Q4: 833 shares; 2026Q1: 820 shares; 2026Q2: 800 shares; 2026Q3: 690 shares 690 $207K 0.03% -110 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 522 shares 522 $206K 0.03% new 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 reported; 2025Q1: 1,502 shares; 2025Q2: not reported; 2025Q3: 754 shares; 2025Q4: 1,406 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,046 shares 1,046 $205K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,750 shares; 2026Q3: 3,750 shares 3,750 $204K 0.03% 0 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; 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; 2026Q3: 9,372 shares 9,372 $204K 0.03% +323 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; 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; 2026Q3: 2,222 shares 2,222 $204K 0.03% -644 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,359 shares 4,359 $203K 0.03% new 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,600 shares 1,600 $201K 0.03% 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 279 shares; 2026Q3: 312 shares 312 $201K 0.03% +33 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118 shares; 2026Q3: 121 shares 121 $200K 0.03% +3 Timeline OABI OMNIAB INC More: the full row for OMNIAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,046 shares 18,046 $89.5K 0.01% 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; 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; 2026Q3: 33,500 shares 33,500 $86.1K 0.01% 0 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; 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; 2026Q3: 32,000 shares 32,000 $40.6K 0.01% 0 Timeline