IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,665 shares; 2024Q4: 243,775 shares; 2025Q1: 241,988 shares; 2025Q2: 260,430 shares; 2025Q3: 273,661 shares; 2025Q4: 276,989 shares; 2026Q1: 273,257 shares; 2026Q2: 269,865 shares 269,865 $202M 18.37% -3,392 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652,426 shares; 2024Q4: 646,449 shares; 2025Q1: 643,165 shares; 2025Q2: 641,429 shares; 2025Q3: 633,980 shares; 2025Q4: 633,541 shares; 2026Q1: 620,346 shares; 2026Q2: 608,438 shares 608,438 $99.9M 9.08% -11,908 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525,875 shares; 2024Q4: 1,539,884 shares; 2025Q1: 1,521,408 shares; 2025Q2: 1,463,380 shares; 2025Q3: 1,407,083 shares; 2025Q4: 1,216,690 shares; 2026Q1: 1,163,663 shares; 2026Q2: 1,134,837 shares 1,134,837 $85.8M 7.8% -28,826 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 124,567 shares; 2025Q4: 755,976 shares; 2026Q1: 1,180,978 shares; 2026Q2: 1,482,823 shares 1,482,823 $67.5M 6.13% +301,845 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,385 shares; 2024Q4: 281,693 shares; 2025Q1: 299,832 shares; 2025Q2: 305,823 shares; 2025Q3: 325,998 shares; 2025Q4: 486,106 shares; 2026Q1: 622,795 shares; 2026Q2: 692,851 shares 692,851 $47.1M 4.28% +70,056 Timeline DFCF 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: 841,090 shares; 2024Q4: 886,300 shares; 2025Q1: 887,068 shares; 2025Q2: 856,406 shares; 2025Q3: 872,378 shares; 2025Q4: 876,022 shares; 2026Q1: 914,363 shares; 2026Q2: 950,483 shares 950,483 $40.1M 3.65% +36,120 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223,782 shares; 2024Q4: 1,242,757 shares; 2025Q1: 1,276,581 shares; 2025Q2: 1,246,148 shares; 2025Q3: 1,281,470 shares; 2025Q4: 1,157,023 shares; 2026Q1: 1,080,106 shares; 2026Q2: 1,051,864 shares 1,051,864 $39.2M 3.56% -28,242 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559,595 shares; 2024Q4: 568,074 shares; 2025Q1: 561,508 shares; 2025Q2: 510,064 shares; 2025Q3: 477,546 shares; 2025Q4: 438,052 shares; 2026Q1: 432,829 shares; 2026Q2: 430,738 shares 430,738 $38.4M 3.49% -2,091 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,726 shares; 2024Q4: 77,076 shares; 2025Q1: 76,880 shares; 2025Q2: 76,674 shares; 2025Q3: 76,659 shares; 2025Q4: 76,000 shares; 2026Q1: 75,731 shares; 2026Q2: 304,842 shares 304,842 $37.9M 3.44% +229,111 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: 187,156 shares; 2024Q4: 189,744 shares; 2025Q1: 189,417 shares; 2025Q2: 215,141 shares; 2025Q3: 245,192 shares; 2025Q4: 331,951 shares; 2026Q1: 393,038 shares; 2026Q2: 440,702 shares 440,702 $25.6M 2.33% +47,664 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339,175 shares; 2024Q4: 325,996 shares; 2025Q1: 313,209 shares; 2025Q2: 302,352 shares; 2025Q3: 288,146 shares; 2025Q4: 286,104 shares; 2026Q1: 271,605 shares; 2026Q2: 267,386 shares 267,386 $25.5M 2.32% -4,219 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,668 shares; 2025Q4: 144,120 shares; 2026Q1: 212,103 shares; 2026Q2: 239,755 shares 239,755 $23.1M 2.1% +27,652 Timeline AVLV 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: 17,543 shares; 2025Q2: 120,556 shares; 2025Q3: 166,724 shares; 2025Q4: 219,727 shares; 2026Q1: 241,731 shares; 2026Q2: 247,158 shares 247,158 $22.5M 2.05% +5,427 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,663 shares; 2024Q4: 347,628 shares; 2025Q1: 365,880 shares; 2025Q2: 432,145 shares; 2025Q3: 451,989 shares; 2025Q4: 445,545 shares; 2026Q1: 435,832 shares; 2026Q2: 444,308 shares 444,308 $22.4M 2.03% +8,476 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,019 shares; 2024Q4: 102,534 shares; 2025Q1: 98,442 shares; 2025Q2: 137,186 shares; 2025Q3: 155,874 shares; 2025Q4: 182,239 shares; 2026Q1: 191,685 shares; 2026Q2: 195,007 shares 195,007 $21.5M 1.96% +3,322 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,640 shares; 2024Q4: 204,363 shares; 2025Q1: 196,904 shares; 2025Q2: 225,778 shares; 2025Q3: 221,836 shares; 2025Q4: 219,919 shares; 2026Q1: 209,111 shares; 2026Q2: 206,501 shares 206,501 $19.9M 1.81% -2,610 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,608 shares; 2024Q4: 18,146 shares; 2025Q1: 18,452 shares; 2025Q2: 102,377 shares; 2025Q3: 172,898 shares; 2025Q4: 287,061 shares; 2026Q1: 344,220 shares; 2026Q2: 278,129 shares 278,129 $14.6M 1.32% -66,091 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: 18,174 shares; 2024Q4: 18,152 shares; 2025Q1: 21,507 shares; 2025Q2: 21,524 shares; 2025Q3: 21,516 shares; 2025Q4: 21,496 shares; 2026Q1: 19,205 shares; 2026Q2: 19,212 shares 19,212 $14.3M 1.3% +7 Timeline AVUV 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: 7,169 shares; 2025Q2: 50,013 shares; 2025Q3: 72,282 shares; 2025Q4: 98,306 shares; 2026Q1: 110,081 shares; 2026Q2: 113,317 shares 113,317 $14.1M 1.28% +3,236 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: 61,297 shares; 2024Q4: 59,027 shares; 2025Q1: 58,630 shares; 2025Q2: 56,019 shares; 2025Q3: 52,684 shares; 2025Q4: 52,113 shares; 2026Q1: 46,023 shares; 2026Q2: 45,737 shares 45,737 $10M 0.91% -286 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,798 shares; 2024Q4: 30,871 shares; 2025Q1: 35,939 shares; 2025Q2: 94,031 shares; 2025Q3: 93,963 shares; 2025Q4: 93,963 shares; 2026Q1: 90,395 shares; 2026Q2: 90,395 shares 90,395 $9.73M 0.88% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,217 shares; 2024Q4: 27,986 shares; 2025Q1: 25,673 shares; 2025Q2: 25,904 shares; 2025Q3: 26,701 shares; 2025Q4: 26,601 shares; 2026Q1: 29,292 shares; 2026Q2: 31,472 shares 31,472 $9.11M 0.83% +2,180 Timeline PWV 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: 123,919 shares; 2024Q4: 119,623 shares; 2025Q1: 110,247 shares; 2025Q2: 110,267 shares; 2025Q3: 108,293 shares; 2025Q4: 108,293 shares; 2026Q1: 103,549 shares; 2026Q2: 103,489 shares 103,489 $7.84M 0.71% -60 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,476 shares; 2024Q4: 128,210 shares; 2025Q1: 123,517 shares; 2025Q2: 118,883 shares; 2025Q3: 116,176 shares; 2025Q4: 112,108 shares; 2026Q1: 95,692 shares; 2026Q2: 93,837 shares 93,837 $7.24M 0.66% -1,855 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,262 shares; 2024Q4: 62,330 shares; 2025Q1: 58,314 shares; 2025Q2: 56,207 shares; 2025Q3: 53,031 shares; 2025Q4: 52,272 shares; 2026Q1: 48,272 shares; 2026Q2: 47,249 shares 47,249 $6.98M 0.63% -1,023 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,918 shares; 2024Q4: 31,137 shares; 2025Q1: 30,273 shares; 2025Q2: 29,735 shares; 2025Q3: 28,635 shares; 2025Q4: 28,573 shares; 2026Q1: 27,859 shares; 2026Q2: 27,480 shares 27,480 $6.66M 0.61% -379 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,841 shares; 2024Q4: 21,264 shares; 2025Q1: 23,240 shares; 2025Q2: 27,092 shares; 2025Q3: 28,636 shares; 2025Q4: 28,676 shares; 2026Q1: 32,036 shares; 2026Q2: 32,756 shares 32,756 $6.55M 0.6% +720 Timeline XMMO 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: 37,162 shares; 2024Q4: 36,845 shares; 2025Q1: 36,877 shares; 2025Q2: 36,907 shares; 2025Q3: 36,928 shares; 2025Q4: 36,495 shares; 2026Q1: 36,262 shares; 2026Q2: 36,640 shares 36,640 $6.23M 0.57% +378 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212,168 shares; 2024Q4: 1,205,662 shares; 2025Q1: 1,176,015 shares; 2025Q2: 836,754 shares; 2025Q3: 573,957 shares; 2025Q4: 275,794 shares; 2026Q1: 181,200 shares; 2026Q2: 138,456 shares 138,456 $5.78M 0.53% -42,744 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: 14,965 shares; 2024Q4: 15,192 shares; 2025Q1: 15,316 shares; 2025Q2: 15,504 shares; 2025Q3: 15,656 shares; 2025Q4: 15,656 shares; 2026Q1: 15,654 shares; 2026Q2: 15,875 shares 15,875 $5.2M 0.47% +221 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: 12,442 shares; 2024Q4: 13,009 shares; 2025Q1: 12,905 shares; 2025Q2: 13,502 shares; 2025Q3: 13,897 shares; 2025Q4: 13,865 shares; 2026Q1: 14,429 shares; 2026Q2: 13,662 shares 13,662 $5.1M 0.46% -767 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,499 shares; 2024Q4: 173,743 shares; 2025Q1: 172,350 shares; 2025Q2: 171,306 shares; 2025Q3: 172,725 shares; 2025Q4: 173,648 shares; 2026Q1: 182,914 shares; 2026Q2: 194,716 shares 194,716 $4.44M 0.4% +11,802 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: 8,112 shares; 2024Q4: 8,595 shares; 2025Q1: 9,060 shares; 2025Q2: 9,612 shares; 2025Q3: 9,733 shares; 2025Q4: 9,745 shares; 2026Q1: 11,019 shares; 2026Q2: 11,985 shares 11,985 $4.28M 0.39% +966 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,844 shares; 2024Q4: 6,802 shares; 2025Q1: 6,890 shares; 2025Q2: 6,957 shares; 2025Q3: 6,326 shares; 2025Q4: 6,291 shares; 2026Q1: 5,743 shares; 2026Q2: 10,858 shares 10,858 $4.23M 0.38% +5,115 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 5,235 shares; 2025Q2: 8,936 shares; 2025Q3: 8,846 shares; 2025Q4: 8,846 shares; 2026Q1: 10,189 shares; 2026Q2: 10,282 shares 10,282 $4.21M 0.38% +93 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,659 shares; 2024Q4: 41,861 shares; 2025Q1: 43,682 shares; 2025Q2: 50,027 shares; 2025Q3: 46,035 shares; 2025Q4: 46,053 shares; 2026Q1: 42,191 shares; 2026Q2: 42,437 shares 42,437 $4.2M 0.38% +246 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 106,606 shares 106,606 $3.9M 0.35% new 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: 12,011 shares; 2024Q4: 11,974 shares; 2025Q1: 12,516 shares; 2025Q2: 12,887 shares; 2025Q3: 13,252 shares; 2025Q4: 13,243 shares; 2026Q1: 15,122 shares; 2026Q2: 15,912 shares 15,912 $3.79M 0.34% +790 Timeline PWB 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: 25,993 shares; 2024Q4: 25,592 shares; 2025Q1: 22,022 shares; 2025Q2: 22,022 shares; 2025Q3: 22,022 shares; 2025Q4: 22,022 shares; 2026Q1: 22,022 shares; 2026Q2: 22,022 shares 22,022 $3.71M 0.34% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,486 shares; 2024Q4: 16,634 shares; 2025Q1: 16,671 shares; 2025Q2: 26,671 shares; 2025Q3: 26,118 shares; 2025Q4: 26,118 shares; 2026Q1: 25,471 shares; 2026Q2: 26,589 shares 26,589 $3.63M 0.33% +1,118 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,292 shares; 2024Q4: 5,273 shares; 2025Q1: 15,314 shares; 2025Q2: 15,191 shares; 2025Q3: 12,485 shares; 2025Q4: 12,485 shares; 2026Q1: 12,664 shares; 2026Q2: 12,767 shares 12,767 $3.24M 0.29% +103 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,143 shares; 2024Q4: 52,143 shares; 2025Q1: 52,985 shares; 2025Q2: 53,140 shares; 2025Q3: 51,140 shares; 2025Q4: 51,825 shares; 2026Q1: 53,882 shares; 2026Q2: 56,110 shares 56,110 $3.2M 0.29% +2,228 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,798 shares; 2024Q4: 26,803 shares; 2025Q1: 26,806 shares; 2025Q2: 26,859 shares; 2025Q3: 26,710 shares; 2025Q4: 26,638 shares; 2026Q1: 24,592 shares; 2026Q2: 26,789 shares 26,789 $3.15M 0.29% +2,197 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,189 shares; 2025Q3: 4,346 shares; 2025Q4: 4,322 shares; 2026Q1: 4,719 shares; 2026Q2: 5,260 shares 5,260 $3.06M 0.28% +541 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,007 shares; 2024Q4: 18,021 shares; 2025Q1: 17,725 shares; 2025Q2: 17,686 shares; 2025Q3: 17,073 shares; 2025Q4: 16,881 shares; 2026Q1: 14,689 shares; 2026Q2: 15,737 shares 15,737 $2.81M 0.26% +1,048 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,993 shares; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 2,639 shares; 2025Q3: 2,639 shares; 2025Q4: 2,639 shares; 2026Q1: 2,561 shares; 2026Q2: 2,615 shares 2,615 $2.78M 0.25% +54 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,729 shares; 2024Q4: 22,339 shares; 2025Q1: 22,407 shares; 2025Q2: 21,163 shares; 2025Q3: 20,338 shares; 2025Q4: 19,989 shares; 2026Q1: 18,777 shares; 2026Q2: 18,087 shares 18,087 $2.68M 0.24% -690 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,864 shares; 2024Q4: 152,234 shares; 2025Q1: 116,735 shares; 2025Q2: 92,493 shares; 2025Q3: 66,952 shares; 2025Q4: 47,200 shares; 2026Q1: 38,700 shares; 2026Q2: 32,689 shares 32,689 $2.39M 0.22% -6,011 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,925 shares; 2024Q4: 18,308 shares; 2025Q1: 18,246 shares; 2025Q2: 17,707 shares; 2025Q3: 17,193 shares; 2025Q4: 17,728 shares; 2026Q1: 16,329 shares; 2026Q2: 16,127 shares 16,127 $2.36M 0.21% -202 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,501 shares; 2026Q1: 1,863 shares; 2026Q2: 2,048 shares 2,048 $2.36M 0.21% +185 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,756 shares; 2024Q4: 10,756 shares; 2025Q1: 10,756 shares; 2025Q2: 17,688 shares; 2025Q3: 17,587 shares; 2025Q4: 17,587 shares; 2026Q1: 13,880 shares; 2026Q2: 17,059 shares 17,059 $2.35M 0.21% +3,179 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,450 shares; 2024Q4: 11,450 shares; 2025Q1: 11,450 shares; 2025Q2: 11,450 shares; 2025Q3: 11,450 shares; 2025Q4: 11,450 shares; 2026Q1: 11,450 shares; 2026Q2: 11,450 shares 11,450 $2.12M 0.19% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,467 shares; 2024Q4: 2,550 shares; 2025Q1: 2,622 shares; 2025Q2: 5,223 shares; 2025Q3: 5,224 shares; 2025Q4: 5,225 shares; 2026Q1: 5,228 shares; 2026Q2: 5,410 shares 5,410 $2M 0.18% +182 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,161 shares; 2024Q4: 3,517 shares; 2025Q1: 3,552 shares; 2025Q2: 4,019 shares; 2025Q3: 4,313 shares; 2025Q4: 4,316 shares; 2026Q1: 4,817 shares; 2026Q2: 5,243 shares 5,243 $1.98M 0.18% +426 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; 2024Q3: 2,213 shares; 2024Q4: 2,213 shares; 2025Q1: 2,255 shares; 2025Q2: 2,256 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 9,802 shares; 2026Q2: 9,803 shares 9,803 $1.87M 0.17% +1 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,994 shares; 2024Q4: 4,105 shares; 2025Q1: 3,996 shares; 2025Q2: 4,260 shares; 2025Q3: 4,860 shares; 2025Q4: 4,860 shares; 2026Q1: 5,221 shares; 2026Q2: 5,221 shares 5,221 $1.84M 0.17% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,943 shares; 2024Q4: 2,010 shares; 2025Q1: 2,036 shares; 2025Q2: 2,032 shares; 2025Q3: 1,980 shares; 2025Q4: 1,906 shares; 2026Q1: 1,940 shares; 2026Q2: 1,960 shares 1,960 $1.83M 0.17% +20 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,036 shares; 2024Q4: 14,841 shares; 2025Q1: 15,265 shares; 2025Q2: 15,160 shares; 2025Q3: 15,295 shares; 2025Q4: 15,295 shares; 2026Q1: 15,709 shares; 2026Q2: 15,902 shares 15,902 $1.8M 0.16% +193 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,537 shares; 2024Q4: 5,792 shares; 2025Q1: 5,828 shares; 2025Q2: 6,009 shares; 2025Q3: 6,069 shares; 2025Q4: 6,073 shares; 2026Q1: 5,986 shares; 2026Q2: 6,322 shares 6,322 $1.78M 0.16% +336 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,222 shares; 2024Q4: 3,222 shares; 2025Q1: 3,222 shares; 2025Q2: 3,224 shares; 2025Q3: 3,224 shares; 2025Q4: 5,406 shares; 2026Q1: 4,906 shares; 2026Q2: 4,730 shares 4,730 $1.75M 0.16% -176 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,526 shares; 2024Q4: 2,504 shares; 2025Q1: 2,504 shares; 2025Q2: 2,504 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares; 2026Q1: 2,489 shares; 2026Q2: 2,489 shares 2,489 $1.75M 0.16% 0 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: 2,489 shares; 2024Q4: 2,490 shares; 2025Q1: 2,571 shares; 2025Q2: 2,572 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,371 shares; 2026Q2: 2,366 shares 2,366 $1.74M 0.16% -5 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,326 shares; 2024Q4: 6,195 shares; 2025Q1: 6,362 shares; 2025Q2: 6,423 shares; 2025Q3: 6,647 shares; 2025Q4: 6,668 shares; 2026Q1: 6,219 shares; 2026Q2: 6,419 shares 6,419 $1.62M 0.15% +200 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,343 shares; 2024Q4: 55,028 shares; 2025Q1: 55,028 shares; 2025Q2: 55,028 shares; 2025Q3: 55,028 shares; 2025Q4: 55,028 shares; 2026Q1: 55,028 shares; 2026Q2: 55,028 shares 55,028 $1.59M 0.14% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,763 shares; 2024Q4: 2,788 shares; 2025Q1: 3,003 shares; 2025Q2: 3,084 shares; 2025Q3: 2,962 shares; 2025Q4: 2,958 shares; 2026Q1: 3,067 shares; 2026Q2: 3,098 shares 3,098 $1.55M 0.14% +31 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: 2,128 shares; 2024Q4: 2,152 shares; 2025Q1: 2,250 shares; 2025Q2: 2,396 shares; 2025Q3: 2,502 shares; 2025Q4: 2,509 shares; 2026Q1: 2,660 shares; 2026Q2: 2,706 shares 2,706 $1.52M 0.14% +46 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,972 shares; 2024Q4: 145,378 shares; 2025Q1: 160,842 shares; 2025Q2: 165,573 shares; 2025Q3: 155,999 shares; 2025Q4: 73,764 shares; 2026Q1: 31,366 shares; 2026Q2: 14,329 shares 14,329 $1.47M 0.13% -17,037 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: 7,933 shares; 2024Q4: 8,343 shares; 2025Q1: 8,728 shares; 2025Q2: 8,473 shares; 2025Q3: 10,082 shares; 2025Q4: 9,868 shares; 2026Q1: 10,206 shares; 2026Q2: 10,468 shares 10,468 $1.43M 0.13% +262 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,902 shares; 2024Q4: 28,913 shares; 2025Q1: 29,276 shares; 2025Q2: 29,288 shares; 2025Q3: 29,551 shares; 2025Q4: 29,551 shares; 2026Q1: 29,493 shares; 2026Q2: 29,506 shares 29,506 $1.4M 0.13% +13 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,165 shares; 2024Q4: 15,184 shares; 2025Q1: 15,187 shares; 2025Q2: 13,123 shares; 2025Q3: 12,933 shares; 2025Q4: 12,933 shares; 2026Q1: 12,886 shares; 2026Q2: 12,886 shares 12,886 $1.33M 0.12% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,904 shares; 2024Q4: 10,944 shares; 2025Q1: 7,026 shares; 2025Q2: 7,028 shares; 2025Q3: 7,029 shares; 2025Q4: 7,029 shares; 2026Q1: 7,031 shares; 2026Q2: 7,033 shares 7,033 $1.32M 0.12% +2 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,460 shares; 2024Q4: 2,746 shares; 2025Q1: 2,370 shares; 2025Q2: 2,897 shares; 2025Q3: 2,881 shares; 2025Q4: 2,887 shares; 2026Q1: 3,091 shares; 2026Q2: 3,042 shares 3,042 $1.28M 0.12% -49 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,529 shares; 2024Q4: 5,543 shares; 2025Q1: 5,668 shares; 2025Q2: 5,682 shares; 2025Q3: 5,682 shares; 2025Q4: 5,687 shares; 2026Q1: 5,506 shares; 2026Q2: 5,506 shares 5,506 $1.23M 0.11% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,075 shares; 2024Q4: 9,119 shares; 2025Q1: 9,169 shares; 2025Q2: 9,240 shares; 2025Q3: 9,299 shares; 2025Q4: 9,356 shares; 2026Q1: 9,439 shares; 2026Q2: 9,342 shares 9,342 $1.18M 0.11% -97 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: 13,809 shares; 2024Q4: 13,825 shares; 2025Q1: 14,626 shares; 2025Q2: 14,607 shares; 2025Q3: 14,639 shares; 2025Q4: 14,640 shares; 2026Q1: 14,148 shares; 2026Q2: 14,276 shares 14,276 $1.16M 0.11% +128 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503 shares; 2024Q4: 485 shares; 2025Q1: 594 shares; 2025Q2: 541 shares; 2025Q3: 638 shares; 2025Q4: 660 shares; 2026Q1: 830 shares; 2026Q2: 962 shares 962 $1.15M 0.1% +132 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,833 shares; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares; 2025Q3: 1,733 shares; 2025Q4: 1,733 shares; 2026Q1: 1,733 shares; 2026Q2: 12,831 shares 12,831 $1.11M 0.1% +11,098 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,893 shares; 2024Q4: 2,910 shares; 2025Q1: 2,918 shares; 2025Q2: 2,923 shares; 2025Q3: 2,922 shares; 2025Q4: 5,432 shares; 2026Q1: 5,441 shares; 2026Q2: 5,467 shares 5,467 $1.09M 0.1% +26 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,635 shares; 2026Q2: 7,668 shares 7,668 $1.07M 0.1% +1,033 Timeline VMBS 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: 156,026 shares; 2024Q4: 147,772 shares; 2025Q1: 134,596 shares; 2025Q2: 90,021 shares; 2025Q3: 72,010 shares; 2025Q4: 50,696 shares; 2026Q1: 29,141 shares; 2026Q2: 22,446 shares 22,446 $1.05M 0.1% -6,695 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,887 shares; 2024Q4: 8,229 shares; 2025Q1: 8,231 shares; 2025Q2: 8,253 shares; 2025Q3: 7,273 shares; 2025Q4: 7,008 shares; 2026Q1: 7,062 shares; 2026Q2: 6,159 shares 6,159 $1.05M 0.1% -903 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,876 shares; 2024Q4: 33,876 shares; 2025Q1: 33,876 shares; 2025Q2: 38,634 shares; 2025Q3: 34,656 shares; 2025Q4: 34,656 shares; 2026Q1: 23,454 shares; 2026Q2: 22,200 shares 22,200 $1.05M 0.1% -1,254 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,212 shares; 2025Q3: 1,172 shares; 2025Q4: 1,174 shares; 2026Q1: 1,356 shares; 2026Q2: 1,434 shares 1,434 $1.04M 0.09% +78 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 3,256 shares; 2025Q1: 3,204 shares; 2025Q2: 3,255 shares; 2025Q3: 3,250 shares; 2025Q4: 3,249 shares; 2026Q1: 2,749 shares; 2026Q2: 2,902 shares 2,902 $1.02M 0.09% +153 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 321 shares; 2026Q2: 3,386 shares 3,386 $1.02M 0.09% +3,065 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; 2024Q3: 3,339 shares; 2024Q4: 3,298 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,227 shares; 2025Q4: 3,227 shares; 2026Q1: 3,227 shares; 2026Q2: 4,380 shares 4,380 $955K 0.09% +1,153 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,098 shares; 2024Q4: 12,294 shares; 2025Q1: 12,294 shares; 2025Q2: 17,956 shares; 2025Q3: 17,956 shares; 2025Q4: 17,956 shares; 2026Q1: 28,241 shares; 2026Q2: 28,250 shares 28,250 $896K 0.08% +9 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,627 shares; 2024Q4: 2,628 shares; 2025Q1: 2,005 shares; 2025Q2: 2,113 shares; 2025Q3: 2,464 shares; 2025Q4: 2,464 shares; 2026Q1: 2,466 shares; 2026Q2: 2,968 shares 2,968 $892K 0.08% +502 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,439 shares; 2024Q4: 7,439 shares; 2025Q1: 7,439 shares; 2025Q2: 7,439 shares; 2025Q3: 8,821 shares; 2025Q4: 7,439 shares; 2026Q1: 7,439 shares; 2026Q2: 14,878 shares 14,878 $836K 0.08% +7,439 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,213 shares; 2024Q4: 12,213 shares; 2025Q1: 12,213 shares; 2025Q2: 12,173 shares; 2025Q3: 12,598 shares; 2025Q4: 12,598 shares; 2026Q1: 13,398 shares; 2026Q2: 13,398 shares 13,398 $809K 0.07% 0 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: 1,103 shares; 2024Q4: 1,324 shares; 2025Q1: 1,552 shares; 2025Q2: 1,656 shares; 2025Q3: 1,864 shares; 2025Q4: 2,060 shares; 2026Q1: 1,952 shares; 2026Q2: 2,284 shares 2,284 $784K 0.07% +332 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; 2024Q3: 7,452 shares; 2024Q4: 7,452 shares; 2025Q1: 7,452 shares; 2025Q2: 8,625 shares; 2025Q3: 8,625 shares; 2025Q4: 8,625 shares; 2026Q1: 8,625 shares; 2026Q2: 8,958 shares 8,958 $766K 0.07% +333 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,002 shares; 2024Q4: 4,075 shares; 2025Q1: 5,062 shares; 2025Q2: 5,526 shares; 2025Q3: 5,687 shares; 2025Q4: 5,687 shares; 2026Q1: 5,973 shares; 2026Q2: 6,496 shares 6,496 $763K 0.07% +523 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,320 shares; 2024Q4: 7,313 shares; 2025Q1: 6,837 shares; 2025Q2: 7,327 shares; 2025Q3: 6,949 shares; 2025Q4: 6,961 shares; 2026Q1: 7,131 shares; 2026Q2: 8,599 shares 8,599 $755K 0.07% +1,468 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,030 shares; 2024Q4: 7,030 shares; 2025Q1: 7,030 shares; 2025Q2: 7,030 shares; 2025Q3: 7,030 shares; 2025Q4: 7,030 shares; 2026Q1: 7,030 shares; 2026Q2: 7,030 shares 7,030 $712K 0.06% 0 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: 10,102 shares; 2024Q4: 9,686 shares; 2025Q1: 8,936 shares; 2025Q2: 8,682 shares; 2025Q3: 7,982 shares; 2025Q4: 7,982 shares; 2026Q1: 6,775 shares; 2026Q2: 6,793 shares 6,793 $706K 0.06% +18 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,351 shares; 2026Q2: 1,591 shares 1,591 $690K 0.06% +240 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,810 shares; 2024Q4: 5,455 shares; 2025Q1: 3,966 shares; 2025Q2: 3,583 shares; 2025Q3: 3,588 shares; 2025Q4: 3,588 shares; 2026Q1: 3,238 shares; 2026Q2: 3,077 shares 3,077 $681K 0.06% -161 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,930 shares; 2026Q2: 1,930 shares 1,930 $654K 0.06% 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; 2024Q3: 1,324 shares; 2024Q4: 1,415 shares; 2025Q1: 1,225 shares; 2025Q2: 964 shares; 2025Q3: 1,180 shares; 2025Q4: 1,192 shares; 2026Q1: 1,184 shares; 2026Q2: 1,547 shares 1,547 $643K 0.06% +363 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,040 shares; 2024Q4: 2,680 shares; 2025Q1: 3,701 shares; 2025Q2: 3,606 shares; 2025Q3: 3,511 shares; 2025Q4: 3,679 shares; 2026Q1: 4,760 shares; 2026Q2: 4,982 shares 4,982 $640K 0.06% +222 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 840 shares; 2025Q3: 1,481 shares; 2025Q4: 1,483 shares; 2026Q1: 1,519 shares; 2026Q2: 1,666 shares 1,666 $623K 0.06% +147 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1,967 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 1,968 shares; 2026Q1: 1,968 shares; 2026Q2: 2,031 shares 2,031 $616K 0.06% +63 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,503 shares; 2024Q4: 1,767 shares; 2025Q1: 1,613 shares; 2025Q2: 1,674 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares; 2026Q1: 2,273 shares; 2026Q2: 2,253 shares 2,253 $609K 0.06% -20 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,648 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,008 shares 2,008 $608K 0.06% +8 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,834 shares; 2024Q4: 3,924 shares; 2025Q1: 4,085 shares; 2025Q2: 3,856 shares; 2025Q3: 3,832 shares; 2025Q4: 4,013 shares; 2026Q1: 3,609 shares; 2026Q2: 3,615 shares 3,615 $599K 0.05% +6 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,586 shares; 2024Q4: 4,719 shares; 2025Q1: 4,719 shares; 2025Q2: 4,735 shares; 2025Q3: 4,851 shares; 2025Q4: 4,851 shares; 2026Q1: 4,807 shares; 2026Q2: 4,907 shares 4,907 $577K 0.05% +100 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,687 shares; 2024Q4: 3,687 shares; 2025Q1: 3,687 shares; 2025Q2: 3,687 shares; 2025Q3: 3,687 shares; 2025Q4: 3,687 shares; 2026Q1: 3,687 shares; 2026Q2: 3,687 shares 3,687 $561K 0.05% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,329 shares; 2024Q4: 1,330 shares; 2025Q1: 1,326 shares; 2025Q2: 1,372 shares; 2025Q3: 1,347 shares; 2025Q4: 1,344 shares; 2026Q1: 1,419 shares; 2026Q2: 1,386 shares 1,386 $551K 0.05% -33 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,629 shares; 2024Q4: 3,630 shares; 2025Q1: 3,630 shares; 2025Q2: 3,631 shares; 2025Q3: 3,631 shares; 2025Q4: 3,631 shares; 2026Q1: 3,632 shares; 2026Q2: 3,632 shares 3,632 $532K 0.05% 0 Timeline EQWL 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: 4,037 shares; 2024Q4: 4,048 shares; 2025Q1: 4,060 shares; 2025Q2: 4,069 shares; 2025Q3: 4,079 shares; 2025Q4: 4,079 shares; 2026Q1: 4,101 shares; 2026Q2: 4,110 shares 4,110 $530K 0.05% +9 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327 shares; 2025Q4: not reported; 2026Q1: 350 shares; 2026Q2: 435 shares 435 $511K 0.05% +85 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 217 shares 217 $493K 0.04% 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: 1,701 shares; 2024Q4: 2,329 shares; 2025Q1: 2,346 shares; 2025Q2: 2,517 shares; 2025Q3: 2,829 shares; 2025Q4: 2,842 shares; 2026Q1: 2,897 shares; 2026Q2: 3,324 shares 3,324 $487K 0.04% +427 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: 605 shares; 2024Q4: 635 shares; 2025Q1: 737 shares; 2025Q2: 744 shares; 2025Q3: 811 shares; 2025Q4: 809 shares; 2026Q1: 792 shares; 2026Q2: 946 shares 946 $486K 0.04% +154 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,516 shares; 2024Q4: 10,545 shares; 2025Q1: 9,814 shares; 2025Q2: 9,836 shares; 2025Q3: 9,848 shares; 2025Q4: 9,762 shares; 2026Q1: 9,708 shares; 2026Q2: 8,612 shares 8,612 $445K 0.04% -1,096 Timeline IDHQ 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: 11,039 shares; 2024Q4: 11,043 shares; 2025Q1: 10,003 shares; 2025Q2: 10,009 shares; 2025Q3: 10,013 shares; 2025Q4: 10,013 shares; 2026Q1: 10,024 shares; 2026Q2: 10,029 shares 10,029 $438K 0.04% +5 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,525 shares; 2024Q4: 5,525 shares; 2025Q1: 4,325 shares; 2025Q2: 4,325 shares; 2025Q3: 4,325 shares; 2025Q4: 4,325 shares; 2026Q1: 4,325 shares; 2026Q2: 4,325 shares 4,325 $430K 0.04% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 209 shares; 2025Q2: 274 shares; 2025Q3: 241 shares; 2025Q4: 239 shares; 2026Q1: 278 shares; 2026Q2: 316 shares 316 $430K 0.04% +38 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: 952 shares; 2024Q4: 952 shares; 2025Q1: 953 shares; 2025Q2: 977 shares; 2025Q3: not reported; 2025Q4: 1,042 shares; 2026Q1: 523 shares; 2026Q2: 619 shares 619 $425K 0.04% +96 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,892 shares; 2025Q1: not reported; 2025Q2: 2,052 shares; 2025Q3: 2,008 shares; 2025Q4: 1,940 shares; 2026Q1: 2,271 shares; 2026Q2: 2,474 shares 2,474 $420K 0.04% +203 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,951 shares; 2025Q3: 1,951 shares; 2025Q4: 1,951 shares; 2026Q1: 1,811 shares; 2026Q2: 1,811 shares 1,811 $406K 0.04% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,480 shares; 2024Q4: 6,487 shares; 2025Q1: 3,560 shares; 2025Q2: 3,565 shares; 2025Q3: 3,569 shares; 2025Q4: 3,569 shares; 2026Q1: 3,446 shares; 2026Q2: 3,450 shares 3,450 $389K 0.04% +4 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,187 shares; 2024Q4: 9,187 shares; 2025Q1: 9,187 shares; 2025Q2: 9,187 shares; 2025Q3: 9,187 shares; 2025Q4: 9,187 shares; 2026Q1: 9,330 shares; 2026Q2: 6,817 shares 6,817 $384K 0.03% -2,513 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 1,668 shares; 2025Q4: 1,668 shares; 2026Q1: 2,100 shares; 2026Q2: 1,941 shares 1,941 $368K 0.03% -159 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $366K 0.03% 0 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: 8,097 shares; 2024Q4: 8,120 shares; 2025Q1: 8,140 shares; 2025Q2: 8,164 shares; 2025Q3: 8,187 shares; 2025Q4: 8,187 shares; 2026Q1: 8,226 shares; 2026Q2: 8,247 shares 8,247 $366K 0.03% +21 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: 8,316 shares; 2024Q4: 8,063 shares; 2025Q1: 7,668 shares; 2025Q2: 8,162 shares; 2025Q3: 8,985 shares; 2025Q4: 9,215 shares; 2026Q1: 12,532 shares; 2026Q2: 14,396 shares 14,396 $353K 0.03% +1,864 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO 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: 8,016 shares; 2026Q2: 8,016 shares 8,016 $351K 0.03% 0 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: 354 shares; 2024Q4: 358 shares; 2025Q1: 389 shares; 2025Q2: 416 shares; 2025Q3: 427 shares; 2025Q4: 429 shares; 2026Q1: 4,513 shares; 2026Q2: 4,899 shares 4,899 $350K 0.03% +386 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,213 shares; 2024Q4: 4,566 shares; 2025Q1: 4,223 shares; 2025Q2: 4,314 shares; 2025Q3: 4,230 shares; 2025Q4: 4,230 shares; 2026Q1: not reported; 2026Q2: 4,830 shares 4,830 $344K 0.03% new 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: 4,292 shares; 2024Q4: not reported; 2025Q1: 3,833 shares; 2025Q2: 4,078 shares; 2025Q3: 3,842 shares; 2025Q4: 3,692 shares; 2026Q1: not reported; 2026Q2: 4,017 shares 4,017 $333K 0.03% new 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: 11,745 shares; 2024Q4: 11,789 shares; 2025Q1: 11,553 shares; 2025Q2: 9,720 shares; 2025Q3: 9,738 shares; 2025Q4: 9,595 shares; 2026Q1: 9,047 shares; 2026Q2: 9,023 shares 9,023 $332K 0.03% -24 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,667 shares; 2024Q4: 3,667 shares; 2025Q1: 3,667 shares; 2025Q2: 2,869 shares; 2025Q3: 2,869 shares; 2025Q4: 2,772 shares; 2026Q1: 2,685 shares; 2026Q2: 2,677 shares 2,677 $330K 0.03% -8 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,392 shares; 2026Q1: 3,153 shares; 2026Q2: 3,158 shares 3,158 $321K 0.03% +5 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,093 shares; 2025Q3: 2,210 shares; 2025Q4: 2,225 shares; 2026Q1: 2,676 shares; 2026Q2: 2,706 shares 2,706 $316K 0.03% +30 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 897 shares 897 $306K 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; 2024Q3: 1,614 shares; 2024Q4: 1,603 shares; 2025Q1: 1,603 shares; 2025Q2: 1,630 shares; 2025Q3: 1,636 shares; 2025Q4: 1,634 shares; 2026Q1: 1,326 shares; 2026Q2: 1,378 shares 1,378 $298K 0.03% +52 Timeline XSMO 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: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: not reported; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 3,110 shares; 2026Q1: 3,110 shares; 2026Q2: 3,110 shares 3,110 $291K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,264 shares 1,264 $287K 0.03% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,414 shares; 2024Q4: 5,414 shares; 2025Q1: 4,902 shares; 2025Q2: 5,239 shares; 2025Q3: 4,739 shares; 2025Q4: 4,239 shares; 2026Q1: 3,312 shares; 2026Q2: 3,432 shares 3,432 $284K 0.03% +120 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 439 shares 439 $280K 0.03% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,867 shares; 2026Q2: 1,969 shares 1,969 $276K 0.03% +102 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 998 shares; 2025Q2: 1,008 shares; 2025Q3: 1,030 shares; 2025Q4: 1,036 shares; 2026Q1: 1,045 shares; 2026Q2: 1,107 shares 1,107 $275K 0.02% +62 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 791 shares; 2026Q1: 917 shares; 2026Q2: 915 shares 915 $266K 0.02% -2 Timeline XMVM 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: 5,283 shares; 2024Q4: 5,283 shares; 2025Q1: 5,283 shares; 2025Q2: 5,283 shares; 2025Q3: 5,283 shares; 2025Q4: 5,283 shares; 2026Q1: 3,645 shares; 2026Q2: 3,645 shares 3,645 $259K 0.02% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: not reported; 2026Q1: 889 shares; 2026Q2: 937 shares 937 $255K 0.02% +48 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,677 shares 2,677 $251K 0.02% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,827 shares; 2024Q4: 3,834 shares; 2025Q1: 2,210 shares; 2025Q2: 2,216 shares; 2025Q3: 2,221 shares; 2025Q4: 2,221 shares; 2026Q1: 2,232 shares; 2026Q2: 2,236 shares 2,236 $246K 0.02% +4 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,602 shares; 2024Q4: 5,602 shares; 2025Q1: 5,602 shares; 2025Q2: 5,602 shares; 2025Q3: 5,602 shares; 2025Q4: not reported; 2026Q1: 5,602 shares; 2026Q2: 5,602 shares 5,602 $245K 0.02% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,602 shares; 2025Q4: 18,245 shares; 2026Q1: 45,717 shares; 2026Q2: 4,831 shares 4,831 $241K 0.02% -40,886 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,075 shares; 2026Q1: 3,120 shares; 2026Q2: 3,120 shares 3,120 $240K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,010 shares 1,010 $239K 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,181 shares; 2025Q2: 3,213 shares; 2025Q3: 2,843 shares; 2025Q4: 2,998 shares; 2026Q1: 2,958 shares; 2026Q2: 2,958 shares 2,958 $238K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,098 shares 1,098 $229K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,800 shares; 2025Q4: 8,804 shares; 2026Q1: 9,648 shares; 2026Q2: 9,468 shares 9,468 $228K 0.02% -180 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,144 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,288 shares; 2026Q2: 4,288 shares 4,288 $228K 0.02% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,593 shares 2,593 $227K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 760 shares 760 $226K 0.02% new Timeline MOV MOVADO GROUP INC More: the full row for MOVADO 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: not reported; 2026Q1: not reported; 2026Q2: 5,726 shares 5,726 $225K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 567 shares 567 $225K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,162 shares 2,162 $224K 0.02% new Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,612 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,195 shares 3,195 $222K 0.02% new Timeline AYI ACUITY INC More: the full row for ACUITY 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: 587 shares 587 $221K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315 shares; 2025Q4: 317 shares; 2026Q1: not reported; 2026Q2: 428 shares 428 $221K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,227 shares 1,227 $219K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 592 shares; 2026Q2: 599 shares 599 $217K 0.02% +7 Timeline SPLV 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: 2,873 shares; 2024Q4: 2,873 shares; 2025Q1: 2,873 shares; 2025Q2: 2,873 shares; 2025Q3: 2,873 shares; 2025Q4: not reported; 2026Q1: 2,874 shares; 2026Q2: 2,874 shares 2,874 $215K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 868 shares 868 $211K 0.02% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,208 shares; 2025Q3: 17,208 shares; 2025Q4: 17,208 shares; 2026Q1: 17,208 shares; 2026Q2: 17,208 shares 17,208 $84.1K 0.01% 0 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS 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: 10,041 shares 10,041 $41.8K <0.01% new Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,291 shares 12,291 $36K <0.01% new Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,469 shares; 2024Q4: 14,702 shares; 2025Q1: 28,698 shares; 2025Q2: 44,028 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,486 shares; 2026Q2: 20,878 shares 20,878 $22.5K <0.01% -608 Timeline XOSWW XOS INC More: the full row for XOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,048 shares; 2024Q4: 12,048 shares; 2025Q1: 12,048 shares; 2025Q2: 12,048 shares; 2025Q3: 12,048 shares; 2025Q4: 12,048 shares; 2026Q1: 12,048 shares; 2026Q2: 12,048 shares 12,048 $51 <0.01% 0 Timeline