SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,358 shares; 2024Q4: 127,766 shares; 2025Q1: 121,916 shares; 2025Q2: 115,694 shares; 2025Q3: 112,566 shares; 2025Q4: 111,892 shares; 2026Q1: 112,716 shares; 2026Q2: 114,925 shares 114,925 $13.7M 7.36% +2,209 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,869 shares; 2024Q4: 214,269 shares; 2025Q1: 227,739 shares; 2025Q2: 248,081 shares; 2025Q3: 268,779 shares; 2025Q4: 272,239 shares; 2026Q1: 284,431 shares; 2026Q2: 298,082 shares 298,082 $11M 5.91% +13,651 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,403 shares; 2024Q4: 95,127 shares; 2025Q1: 99,388 shares; 2025Q2: 109,222 shares; 2025Q3: 118,167 shares; 2025Q4: 119,429 shares; 2026Q1: 125,359 shares; 2026Q2: 131,766 shares 131,766 $5.85M 3.15% +6,407 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,123 shares; 2024Q4: 13,866 shares; 2025Q1: 58,243 shares; 2025Q2: 80,262 shares; 2025Q3: 74,360 shares; 2025Q4: 74,130 shares; 2026Q1: 68,668 shares; 2026Q2: 65,649 shares 65,649 $5.84M 3.14% -3,019 Timeline SPDW 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: 148,471 shares; 2024Q4: 151,095 shares; 2025Q1: 144,455 shares; 2025Q2: 109,305 shares; 2025Q3: 110,075 shares; 2025Q4: 109,326 shares; 2026Q1: 96,670 shares; 2026Q2: 100,373 shares 100,373 $5.06M 2.72% +3,703 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,340 shares; 2024Q4: 19,309 shares; 2025Q1: 27,033 shares; 2025Q2: 28,475 shares; 2025Q3: 21,062 shares; 2025Q4: 21,510 shares; 2026Q1: 20,596 shares; 2026Q2: 22,131 shares 22,131 $4.71M 2.53% +1,535 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: 2,378 shares; 2024Q4: 2,803 shares; 2025Q1: 2,606 shares; 2025Q2: 4,592 shares; 2025Q3: 4,999 shares; 2025Q4: 4,976 shares; 2026Q1: 5,466 shares; 2026Q2: 6,206 shares 6,206 $4.63M 2.49% +740 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: 872 shares; 2024Q4: not reported; 2025Q1: 484 shares; 2025Q2: 2,914 shares; 2025Q3: 5,923 shares; 2025Q4: 5,373 shares; 2026Q1: 5,316 shares; 2026Q2: 5,615 shares 5,615 $4.13M 2.23% +299 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,241 shares; 2024Q4: 20,220 shares; 2025Q1: 20,412 shares; 2025Q2: 13,942 shares; 2025Q3: 12,786 shares; 2025Q4: 12,294 shares; 2026Q1: 11,566 shares; 2026Q2: 11,164 shares 11,164 $4.02M 2.17% -402 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,934 shares; 2024Q4: 19,182 shares; 2025Q1: 20,028 shares; 2025Q2: 12,933 shares; 2025Q3: 27,510 shares; 2025Q4: 26,697 shares; 2026Q1: 27,423 shares; 2026Q2: 26,418 shares 26,418 $3.97M 2.13% -1,005 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,249 shares; 2024Q4: 8,574 shares; 2025Q1: 9,102 shares; 2025Q2: 6,702 shares; 2025Q3: 4,955 shares; 2025Q4: 14,215 shares; 2026Q1: 13,309 shares; 2026Q2: 12,885 shares 12,885 $3.85M 2.07% -424 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,527 shares; 2024Q4: 32,447 shares; 2025Q1: 32,693 shares; 2025Q2: 21,468 shares; 2025Q3: 20,494 shares; 2025Q4: 19,774 shares; 2026Q1: 19,758 shares; 2026Q2: 19,079 shares 19,079 $3.73M 2.01% -679 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: 25,394 shares; 2025Q1: 51,100 shares; 2025Q2: 77,339 shares; 2025Q3: 94,674 shares; 2025Q4: 93,257 shares; 2026Q1: 101,736 shares; 2026Q2: 139,690 shares 139,690 $3.7M 1.99% +37,954 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,353 shares; 2024Q4: 11,867 shares; 2025Q1: 12,412 shares; 2025Q2: 7,944 shares; 2025Q3: 17,229 shares; 2025Q4: 16,708 shares; 2026Q1: 16,499 shares; 2026Q2: 15,935 shares 15,935 $3.65M 1.96% -564 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: 61,505 shares; 2024Q4: 84,491 shares; 2025Q1: 90,265 shares; 2025Q2: 84,512 shares; 2025Q3: 82,560 shares; 2025Q4: 82,146 shares; 2026Q1: 76,436 shares; 2026Q2: 69,588 shares 69,588 $3.6M 1.94% -6,848 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,546 shares; 2024Q4: 5,489 shares; 2025Q1: 10,611 shares; 2025Q2: 22,566 shares; 2025Q3: 25,830 shares; 2025Q4: 24,530 shares; 2026Q1: 25,872 shares; 2026Q2: 30,408 shares 30,408 $3.57M 1.92% +4,536 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,896 shares; 2024Q4: 20,880 shares; 2025Q1: 21,165 shares; 2025Q2: 17,105 shares; 2025Q3: 16,362 shares; 2025Q4: 15,857 shares; 2026Q1: 16,411 shares; 2026Q2: 15,824 shares 15,824 $3.57M 1.92% -587 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,858 shares; 2024Q4: 51,913 shares; 2025Q1: 53,006 shares; 2025Q2: 17,297 shares; 2025Q3: 12,304 shares; 2025Q4: 11,880 shares; 2026Q1: 38,536 shares; 2026Q2: 36,744 shares 36,744 $3.54M 1.91% -1,792 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,414 shares; 2024Q4: 9,380 shares; 2025Q1: 4,715 shares; 2025Q2: 6,148 shares; 2025Q3: 5,463 shares; 2025Q4: 5,259 shares; 2026Q1: 1,671 shares; 2026Q2: 29,061 shares 29,061 $3.47M 1.87% +27,390 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,529 shares; 2024Q4: 38,386 shares; 2025Q1: 38,564 shares; 2025Q2: 23,424 shares; 2025Q3: 20,846 shares; 2025Q4: 20,056 shares; 2026Q1: 6,312 shares; 2026Q2: 17,830 shares 17,830 $3.28M 1.76% +11,518 Timeline IGIB 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: 51,397 shares; 2025Q3: 51,836 shares; 2025Q4: 51,030 shares; 2026Q1: 47,672 shares; 2026Q2: 52,650 shares 52,650 $2.8M 1.51% +4,978 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: 17,663 shares; 2024Q4: 23,246 shares; 2025Q1: 30,988 shares; 2025Q2: 26,265 shares; 2025Q3: 30,117 shares; 2025Q4: 33,031 shares; 2026Q1: 57,964 shares; 2026Q2: 27,337 shares 27,337 $2.51M 1.35% -30,627 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,834 shares; 2024Q4: 109,210 shares; 2025Q1: 107,952 shares; 2025Q2: 77,251 shares; 2025Q3: 57,710 shares; 2025Q4: 57,293 shares; 2026Q1: 51,562 shares; 2026Q2: 34,099 shares 34,099 $2.07M 1.12% -17,463 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,949 shares; 2024Q4: 42,729 shares; 2025Q1: 67,830 shares; 2025Q2: 61,925 shares; 2025Q3: 41,501 shares; 2025Q4: 26,729 shares; 2026Q1: 60,796 shares; 2026Q2: 39,093 shares 39,093 $1.96M 1.06% -21,703 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: 7,901 shares; 2024Q4: 7,339 shares; 2025Q1: 3,323 shares; 2025Q2: 3,613 shares; 2025Q3: 5,417 shares; 2025Q4: 5,541 shares; 2026Q1: 6,417 shares; 2026Q2: 8,210 shares 8,210 $1.96M 1.05% +1,793 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: 5,228 shares; 2024Q4: 5,086 shares; 2025Q1: 4,187 shares; 2025Q2: 4,299 shares; 2025Q3: 3,755 shares; 2025Q4: 3,767 shares; 2026Q1: 3,892 shares; 2026Q2: 3,908 shares 3,908 $1.96M 1.05% +16 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: 2,719 shares; 2024Q4: 2,838 shares; 2025Q1: 2,983 shares; 2025Q2: 2,995 shares; 2025Q3: 3,336 shares; 2025Q4: 3,426 shares; 2026Q1: 4,396 shares; 2026Q2: 5,057 shares 5,057 $1.89M 1.02% +661 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 284 shares; 2025Q3: 307 shares; 2025Q4: 319 shares; 2026Q1: 395 shares; 2026Q2: 10,447 shares 10,447 $1.86M 1% +10,052 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,577 shares; 2024Q4: 18,113 shares; 2025Q1: 21,552 shares; 2025Q2: 24,598 shares; 2025Q3: 24,382 shares; 2025Q4: 23,891 shares; 2026Q1: 32,413 shares; 2026Q2: 35,863 shares 35,863 $1.79M 0.97% +3,450 Timeline SHY 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: 20,549 shares 20,549 $1.69M 0.91% new 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: 5,523 shares; 2024Q4: 5,425 shares; 2025Q1: 3,820 shares; 2025Q2: 3,609 shares; 2025Q3: 3,712 shares; 2025Q4: 3,698 shares; 2026Q1: 3,295 shares; 2026Q2: 5,150 shares 5,150 $1.69M 0.91% +1,855 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: 6,376 shares; 2024Q4: 6,420 shares; 2025Q1: 6,194 shares; 2025Q2: 6,584 shares; 2025Q3: 6,604 shares; 2025Q4: 6,163 shares; 2026Q1: 5,552 shares; 2026Q2: 4,701 shares 4,701 $1.66M 0.89% -851 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,012 shares; 2025Q2: 3,316 shares; 2025Q3: 3,531 shares; 2025Q4: 3,510 shares; 2026Q1: 2,797 shares; 2026Q2: 2,265 shares 2,265 $1.64M 0.88% -532 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,108 shares; 2024Q4: 12,414 shares; 2025Q1: 15,635 shares; 2025Q2: 21,640 shares; 2025Q3: 22,657 shares; 2025Q4: 22,641 shares; 2026Q1: 21,262 shares; 2026Q2: 16,956 shares 16,956 $1.64M 0.88% -4,306 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,965 shares; 2024Q4: 18,577 shares; 2025Q1: 19,558 shares; 2025Q2: 27,453 shares; 2025Q3: 28,503 shares; 2025Q4: 28,059 shares; 2026Q1: 30,423 shares; 2026Q2: 33,565 shares 33,565 $1.63M 0.87% +3,142 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: 40,730 shares; 2024Q4: 21,185 shares; 2025Q1: not reported; 2025Q2: 7,129 shares; 2025Q3: 7,124 shares; 2025Q4: 7,125 shares; 2026Q1: 6,662 shares; 2026Q2: 6,887 shares 6,887 $1.51M 0.81% +225 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: 2,897 shares; 2024Q4: 2,650 shares; 2025Q1: 2,496 shares; 2025Q2: 2,270 shares; 2025Q3: 2,474 shares; 2025Q4: 2,535 shares; 2026Q1: 2,581 shares; 2026Q2: 2,625 shares 2,625 $1.48M 0.8% +44 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: 14,650 shares; 2024Q4: 14,415 shares; 2025Q1: 14,339 shares; 2025Q2: 14,365 shares; 2025Q3: 15,453 shares; 2025Q4: 15,616 shares; 2026Q1: 15,341 shares; 2026Q2: 15,329 shares 15,329 $1.41M 0.76% -12 Timeline AAXJ 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: 11,800 shares 11,800 $1.41M 0.76% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,569 shares; 2026Q2: 17,060 shares 17,060 $1.35M 0.73% -12,509 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,301 shares; 2026Q2: 43,454 shares 43,454 $1.34M 0.72% -32,847 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,017 shares; 2026Q2: 22,751 shares 22,751 $1.32M 0.71% -17,266 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,865 shares; 2024Q4: 36,570 shares; 2025Q1: 40,148 shares; 2025Q2: 40,875 shares; 2025Q3: 41,502 shares; 2025Q4: 40,857 shares; 2026Q1: 30,130 shares; 2026Q2: 33,478 shares 33,478 $1.32M 0.71% +3,348 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: 7,907 shares; 2024Q4: 7,805 shares; 2025Q1: 7,726 shares; 2025Q2: 7,957 shares; 2025Q3: 8,145 shares; 2025Q4: 8,005 shares; 2026Q1: 7,703 shares; 2026Q2: 7,137 shares 7,137 $1.29M 0.69% -566 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: not reported; 2024Q4: 15,131 shares; 2025Q1: 15,063 shares; 2025Q2: 14,638 shares; 2025Q3: 13,964 shares; 2025Q4: 13,851 shares; 2026Q1: 13,010 shares; 2026Q2: 15,101 shares 15,101 $1.25M 0.67% +2,091 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,325 shares; 2024Q4: 48,189 shares; 2025Q1: 48,490 shares; 2025Q2: 30,775 shares; 2025Q3: 28,227 shares; 2025Q4: 27,355 shares; 2026Q1: 8,730 shares; 2026Q2: 8,678 shares 8,678 $1.14M 0.61% -52 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,661 shares; 2024Q4: 13,622 shares; 2025Q1: 7,782 shares; 2025Q2: 10,658 shares; 2025Q3: 9,803 shares; 2025Q4: 9,429 shares; 2026Q1: 2,864 shares; 2026Q2: 2,860 shares 2,860 $1.13M 0.61% -4 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: 2,706 shares; 2024Q4: 2,459 shares; 2025Q1: 2,468 shares; 2025Q2: 2,390 shares; 2025Q3: 2,486 shares; 2025Q4: 2,676 shares; 2026Q1: 2,594 shares; 2026Q2: 2,359 shares 2,359 $1.13M 0.61% -235 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,808 shares; 2024Q4: 3,114 shares; 2025Q1: 3,381 shares; 2025Q2: 4,642 shares; 2025Q3: 4,816 shares; 2025Q4: 4,769 shares; 2026Q1: 5,377 shares; 2026Q2: 7,177 shares 7,177 $1.09M 0.58% +1,800 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: 15,630 shares; 2024Q4: 14,203 shares; 2025Q1: 14,618 shares; 2025Q2: 15,204 shares; 2025Q3: 15,291 shares; 2025Q4: 15,215 shares; 2026Q1: 13,384 shares; 2026Q2: 13,135 shares 13,135 $1.09M 0.58% -249 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: 10,094 shares; 2024Q4: 10,021 shares; 2025Q1: 6,745 shares; 2025Q2: 6,645 shares; 2025Q3: 5,070 shares; 2025Q4: 4,992 shares; 2026Q1: 3,915 shares; 2026Q2: 6,981 shares 6,981 $1.01M 0.54% +3,066 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: 2,624 shares; 2024Q4: 2,177 shares; 2025Q1: 2,127 shares; 2025Q2: 2,064 shares; 2025Q3: 2,222 shares; 2025Q4: 2,180 shares; 2026Q1: 2,829 shares; 2026Q2: 2,847 shares 2,847 $977K 0.53% +18 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,820 shares; 2025Q1: 6,701 shares; 2025Q2: 15,851 shares; 2025Q3: 17,857 shares; 2025Q4: 17,289 shares; 2026Q1: 18,099 shares; 2026Q2: 13,976 shares 13,976 $956K 0.51% -4,123 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,659 shares; 2025Q1: 3,532 shares; 2025Q2: 9,560 shares; 2025Q3: 10,810 shares; 2025Q4: 11,110 shares; 2026Q1: 11,648 shares; 2026Q2: 8,737 shares 8,737 $908K 0.49% -2,911 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: 912 shares; 2025Q1: 1,258 shares; 2025Q2: 2,902 shares; 2025Q3: 3,294 shares; 2025Q4: 2,742 shares; 2026Q1: 2,864 shares; 2026Q2: 2,409 shares 2,409 $887K 0.48% -455 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: 6,878 shares; 2024Q4: 6,869 shares; 2025Q1: 4,655 shares; 2025Q2: 5,235 shares; 2025Q3: 5,008 shares; 2025Q4: 5,043 shares; 2026Q1: 5,943 shares; 2026Q2: 6,153 shares 6,153 $841K 0.45% +210 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,216 shares; 2024Q4: 1,387 shares; 2025Q1: 1,545 shares; 2025Q2: 1,768 shares; 2025Q3: 1,585 shares; 2025Q4: 1,633 shares; 2026Q1: 2,055 shares; 2026Q2: 2,081 shares 2,081 $805K 0.43% +26 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: 2,540 shares; 2024Q4: 2,430 shares; 2025Q1: 2,279 shares; 2025Q2: 2,406 shares; 2025Q3: 2,538 shares; 2025Q4: 2,602 shares; 2026Q1: 2,306 shares; 2026Q2: 2,200 shares 2,200 $786K 0.42% -106 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: 1,835 shares; 2024Q4: 1,830 shares; 2025Q1: 1,806 shares; 2025Q2: 1,909 shares; 2025Q3: 1,819 shares; 2025Q4: 1,778 shares; 2026Q1: 2,177 shares; 2026Q2: 2,203 shares 2,203 $780K 0.42% +26 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: 5,228 shares; 2024Q4: 6,470 shares; 2025Q1: 6,925 shares; 2025Q2: 7,228 shares; 2025Q3: 7,179 shares; 2025Q4: 7,098 shares; 2026Q1: 7,057 shares; 2026Q2: 9,712 shares 9,712 $760K 0.41% +2,655 Timeline PMBS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,439 shares; 2026Q2: 14,900 shares 14,900 $736K 0.4% +1,461 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,739 shares; 2024Q4: 7,229 shares; 2025Q1: 14,600 shares; 2025Q2: 7,409 shares; 2025Q3: 7,495 shares; 2025Q4: 7,391 shares; 2026Q1: 7,209 shares; 2026Q2: 7,978 shares 7,978 $736K 0.4% +769 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: 2,292 shares; 2024Q4: 2,295 shares; 2025Q1: 2,301 shares; 2025Q2: 2,106 shares; 2025Q3: 2,296 shares; 2025Q4: 2,254 shares; 2026Q1: 1,776 shares; 2026Q2: 1,849 shares 1,849 $734K 0.4% +73 Timeline JMBS 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; 2024Q3: 27,301 shares; 2024Q4: 29,576 shares; 2025Q1: 33,033 shares; 2025Q2: 24,298 shares; 2025Q3: 24,611 shares; 2025Q4: 24,223 shares; 2026Q1: 14,741 shares; 2026Q2: 16,293 shares 16,293 $733K 0.39% +1,552 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,663 shares; 2024Q4: 4,932 shares; 2025Q1: 6,098 shares; 2025Q2: 6,229 shares; 2025Q3: 6,293 shares; 2025Q4: 6,099 shares; 2026Q1: 6,037 shares; 2026Q2: 6,598 shares 6,598 $722K 0.39% +561 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: 20,182 shares; 2024Q4: 20,289 shares; 2025Q1: 20,555 shares; 2025Q2: 23,388 shares; 2025Q3: 28,668 shares; 2025Q4: 28,557 shares; 2026Q1: 27,579 shares; 2026Q2: 29,175 shares 29,175 $716K 0.39% +1,596 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,716 shares; 2024Q4: 5,724 shares; 2025Q1: 5,894 shares; 2025Q2: 6,543 shares; 2025Q3: 5,988 shares; 2025Q4: 5,906 shares; 2026Q1: 6,749 shares; 2026Q2: 6,858 shares 6,858 $713K 0.38% +109 Timeline BLV 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: 19,654 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,495 shares; 2025Q4: 20,150 shares; 2026Q1: 11,126 shares; 2026Q2: 10,240 shares 10,240 $706K 0.38% -886 Timeline BIV 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: 19,307 shares; 2024Q4: 34,244 shares; 2025Q1: 49,246 shares; 2025Q2: 42,173 shares; 2025Q3: 28,522 shares; 2025Q4: 18,287 shares; 2026Q1: 9,967 shares; 2026Q2: 9,167 shares 9,167 $703K 0.38% -800 Timeline AVDV 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: 5,049 shares; 2025Q4: 4,827 shares; 2026Q1: 4,516 shares; 2026Q2: 6,622 shares 6,622 $682K 0.37% +2,106 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,962 shares; 2024Q4: 9,000 shares; 2025Q1: 9,857 shares; 2025Q2: 12,053 shares; 2025Q3: 13,257 shares; 2025Q4: 11,643 shares; 2026Q1: 11,941 shares; 2026Q2: 11,843 shares 11,843 $642K 0.35% -98 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD 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: 39,022 shares 39,022 $620K 0.33% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 8,760 shares; 2025Q1: 9,062 shares; 2025Q2: 4,815 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,267 shares; 2026Q2: 7,098 shares 7,098 $613K 0.33% +831 Timeline TOPT 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: 11,335 shares; 2025Q4: 11,259 shares; 2026Q1: 11,739 shares; 2026Q2: 17,669 shares 17,669 $582K 0.31% +5,930 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,655 shares 4,655 $573K 0.31% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,879 shares; 2024Q4: 2,799 shares; 2025Q1: 3,040 shares; 2025Q2: 6,073 shares; 2025Q3: 7,697 shares; 2025Q4: 7,598 shares; 2026Q1: 7,462 shares; 2026Q2: 7,610 shares 7,610 $554K 0.3% +148 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 9,001 shares; 2026Q1: 8,839 shares; 2026Q2: 9,172 shares 9,172 $551K 0.3% +333 Timeline KRE 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: 5,521 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,149 shares; 2025Q4: 5,116 shares; 2026Q1: 5,162 shares; 2026Q2: 6,892 shares 6,892 $516K 0.28% +1,730 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: not reported; 2024Q4: not reported; 2025Q1: 5,707 shares; 2025Q2: 6,802 shares; 2025Q3: 8,505 shares; 2025Q4: 8,665 shares; 2026Q1: 9,343 shares; 2026Q2: 9,755 shares 9,755 $511K 0.28% +412 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,354 shares; 2024Q4: 4,335 shares; 2025Q1: 4,438 shares; 2025Q2: 4,393 shares; 2025Q3: 4,301 shares; 2025Q4: 4,231 shares; 2026Q1: 3,094 shares; 2026Q2: 3,151 shares 3,151 $494K 0.27% +57 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,691 shares; 2024Q4: 48,814 shares; 2025Q1: 62,911 shares; 2025Q2: 77,967 shares; 2025Q3: 83,954 shares; 2025Q4: 90,094 shares; 2026Q1: 80,161 shares; 2026Q2: 83,749 shares 83,749 $488K 0.26% +3,588 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,460 shares; 2026Q1: 7,850 shares; 2026Q2: 8,421 shares 8,421 $485K 0.26% +571 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,005 shares; 2025Q3: 11,260 shares; 2025Q4: 7,443 shares; 2026Q1: 7,755 shares; 2026Q2: 8,116 shares 8,116 $485K 0.26% +361 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,771 shares; 2026Q1: 6,052 shares; 2026Q2: 6,331 shares 6,331 $477K 0.26% +279 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,637 shares; 2026Q1: 2,776 shares; 2026Q2: 2,926 shares 2,926 $463K 0.25% +150 Timeline IDV 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: 11,012 shares 11,012 $456K 0.25% new 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: 2,064 shares; 2024Q4: 2,090 shares; 2025Q1: 2,098 shares; 2025Q2: 2,312 shares; 2025Q3: 2,402 shares; 2025Q4: 2,508 shares; 2026Q1: 2,582 shares; 2026Q2: 2,405 shares 2,405 $444K 0.24% -177 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,651 shares; 2024Q4: 1,621 shares; 2025Q1: 1,512 shares; 2025Q2: 1,842 shares; 2025Q3: 1,809 shares; 2025Q4: 2,293 shares; 2026Q1: 2,274 shares; 2026Q2: 2,228 shares 2,228 $430K 0.23% -46 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,333 shares 7,333 $426K 0.23% new 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: 1,425 shares; 2024Q4: not reported; 2025Q1: 1,883 shares; 2025Q2: 2,152 shares; 2025Q3: 2,391 shares; 2025Q4: 2,503 shares; 2026Q1: 2,686 shares; 2026Q2: 2,979 shares 2,979 $419K 0.23% +293 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,424 shares; 2026Q2: 3,363 shares 3,363 $418K 0.23% +1,939 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,875 shares; 2025Q3: not reported; 2025Q4: 4,480 shares; 2026Q1: 4,929 shares; 2026Q2: 4,753 shares 4,753 $400K 0.22% -176 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,320 shares; 2025Q1: 4,725 shares; 2025Q2: 6,117 shares; 2025Q3: 5,742 shares; 2025Q4: 5,666 shares; 2026Q1: 5,722 shares; 2026Q2: 4,192 shares 4,192 $390K 0.21% -1,530 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,252 shares; 2025Q1: 4,777 shares; 2025Q2: 6,490 shares; 2025Q3: 7,515 shares; 2025Q4: 8,815 shares; 2026Q1: 9,544 shares; 2026Q2: 9,397 shares 9,397 $384K 0.21% -147 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,499 shares; 2025Q2: 10,705 shares; 2025Q3: 10,469 shares; 2025Q4: 12,855 shares; 2026Q1: 13,254 shares; 2026Q2: 13,129 shares 13,129 $376K 0.2% -125 Timeline AON AON PLC More: the full row for AON 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: 1,116 shares; 2026Q2: 1,129 shares 1,129 $374K 0.2% +13 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,148 shares; 2024Q4: 7,544 shares; 2025Q1: 4,367 shares; 2025Q2: 4,337 shares; 2025Q3: 4,148 shares; 2025Q4: 4,113 shares; 2026Q1: 4,034 shares; 2026Q2: 3,939 shares 3,939 $367K 0.2% -95 Timeline COO COOPER COS INC More: the full row for COOPER COS 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: 3,803 shares; 2025Q4: 3,828 shares; 2026Q1: 4,040 shares; 2026Q2: 5,082 shares 5,082 $364K 0.2% +1,042 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: 3,856 shares; 2025Q1: 3,259 shares; 2025Q2: 2,986 shares; 2025Q3: 2,979 shares; 2025Q4: 2,960 shares; 2026Q1: 4,266 shares; 2026Q2: 3,908 shares 3,908 $354K 0.19% -358 Timeline ILF 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: 10,206 shares 10,206 $344K 0.19% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 637 shares; 2025Q1: 633 shares; 2025Q2: 644 shares; 2025Q3: 632 shares; 2025Q4: 620 shares; 2026Q1: 433 shares; 2026Q2: 439 shares 439 $332K 0.18% +6 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,034 shares; 2025Q3: 2,934 shares; 2025Q4: 2,914 shares; 2026Q1: 3,046 shares; 2026Q2: 3,087 shares 3,087 $331K 0.18% +41 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: 915 shares; 2024Q4: 881 shares; 2025Q1: 886 shares; 2025Q2: 991 shares; 2025Q3: 1,082 shares; 2025Q4: 1,108 shares; 2026Q1: 1,062 shares; 2026Q2: 1,122 shares 1,122 $329K 0.18% +60 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,797 shares; 2026Q1: 1,841 shares; 2026Q2: 1,830 shares 1,830 $322K 0.17% -11 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: 672 shares; 2024Q4: 646 shares; 2025Q1: 603 shares; 2025Q2: 508 shares; 2025Q3: 532 shares; 2025Q4: 575 shares; 2026Q1: 559 shares; 2026Q2: 624 shares 624 $320K 0.17% +65 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 786 shares 786 $320K 0.17% new 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: 2,164 shares; 2024Q4: not reported; 2025Q1: 2,228 shares; 2025Q2: 2,442 shares; 2025Q3: 2,541 shares; 2025Q4: 2,605 shares; 2026Q1: 1,668 shares; 2026Q2: 1,661 shares 1,661 $315K 0.17% -7 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 808 shares; 2025Q4: 795 shares; 2026Q1: 785 shares; 2026Q2: 829 shares 829 $300K 0.16% +44 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 5,500 shares; 2026Q2: 5,630 shares 5,630 $300K 0.16% +130 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,406 shares; 2026Q2: 3,610 shares 3,610 $293K 0.16% +204 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,520 shares; 2025Q2: 9,927 shares; 2025Q3: 8,207 shares; 2025Q4: 8,267 shares; 2026Q1: 10,712 shares; 2026Q2: 10,748 shares 10,748 $291K 0.16% +36 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,521 shares; 2026Q2: 3,895 shares 3,895 $280K 0.15% +1,374 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,990 shares; 2026Q1: 2,889 shares; 2026Q2: 2,892 shares 2,892 $275K 0.15% +3 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A 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: 2,933 shares; 2026Q2: 3,026 shares 3,026 $275K 0.15% +93 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,898 shares; 2026Q2: 11,256 shares 11,256 $265K 0.14% +358 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,319 shares 1,319 $265K 0.14% new 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: 7,152 shares; 2024Q4: 5,627 shares; 2025Q1: 4,479 shares; 2025Q2: 3,297 shares; 2025Q3: 1,688 shares; 2025Q4: 1,657 shares; 2026Q1: 1,732 shares; 2026Q2: 1,797 shares 1,797 $263K 0.14% +65 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: 2,313 shares; 2024Q4: 2,655 shares; 2025Q1: 2,239 shares; 2025Q2: 2,337 shares; 2025Q3: 2,543 shares; 2025Q4: 2,734 shares; 2026Q1: 2,733 shares; 2026Q2: 2,729 shares 2,729 $263K 0.14% -4 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 878 shares 878 $262K 0.14% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,827 shares; 2026Q1: 9,552 shares; 2026Q2: 9,639 shares 9,639 $259K 0.14% +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: 1,760 shares; 2024Q4: 1,800 shares; 2025Q1: 1,828 shares; 2025Q2: 1,963 shares; 2025Q3: 1,857 shares; 2025Q4: 1,833 shares; 2026Q1: 1,835 shares; 2026Q2: 1,891 shares 1,891 $256K 0.14% +56 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,621 shares; 2026Q1: not reported; 2026Q2: 5,008 shares 5,008 $248K 0.13% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 466 shares; 2026Q2: 490 shares 490 $246K 0.13% +24 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,358 shares 3,358 $240K 0.13% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 974 shares; 2026Q2: 998 shares 998 $237K 0.13% +24 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,247 shares; 2026Q2: 1,711 shares 1,711 $234K 0.13% +464 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,549 shares; 2025Q2: 2,192 shares; 2025Q3: 1,985 shares; 2025Q4: 2,138 shares; 2026Q1: 2,386 shares; 2026Q2: 2,400 shares 2,400 $230K 0.12% +14 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,598 shares; 2026Q1: not reported; 2026Q2: 1,579 shares 1,579 $226K 0.12% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 311 shares 311 $214K 0.11% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 928 shares 928 $213K 0.11% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754 shares; 2024Q4: 1,786 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,295 shares; 2025Q4: 4,549 shares; 2026Q1: not reported; 2026Q2: 2,643 shares 2,643 $212K 0.11% new Timeline RELX RELX PLC More: the full row for RELX 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: 6,573 shares 6,573 $208K 0.11% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,478 shares 2,478 $202K 0.11% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,258 shares; 2024Q4: 15,258 shares; 2025Q1: 20,943 shares; 2025Q2: 29,858 shares; 2025Q3: 31,585 shares; 2025Q4: 34,929 shares; 2026Q1: 42,135 shares; 2026Q2: 44,683 shares 44,683 $140K 0.08% +2,548 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,419 shares; 2026Q1: 13,157 shares; 2026Q2: 13,470 shares 13,470 $129K 0.07% +313 Timeline