DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,343,917 shares; 2025Q4: 4,742,037 shares; 2026Q1: 4,742,037 shares 4,742,037 $352M 6.91% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,126 shares; 2024Q4: 279,838 shares; 2025Q1: not loaded; 2025Q2: 551,051 shares; 2025Q3: 441,327 shares; 2025Q4: 801,410 shares; 2026Q1: 801,410 shares 801,410 $149M 2.94% 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; 2024Q2: restricted; 2024Q3: 84,372 shares; 2024Q4: 161,375 shares; 2025Q1: not loaded; 2025Q2: 339,870 shares; 2025Q3: 290,839 shares; 2025Q4: 514,365 shares; 2026Q1: 514,365 shares 514,365 $140M 2.75% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 832,339 shares; 2025Q4: 3,408,299 shares; 2026Q1: 3,408,299 shares 3,408,299 $130M 2.55% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,065 shares; 2024Q4: 80,708 shares; 2025Q1: not loaded; 2025Q2: 167,516 shares; 2025Q3: 139,395 shares; 2025Q4: 230,434 shares; 2026Q1: 230,434 shares 230,434 $111M 2.19% 0 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 599,073 shares; 2025Q4: 2,274,567 shares; 2026Q1: 2,274,567 shares 2,274,567 $109M 2.14% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 655,243 shares; 2025Q4: 2,458,323 shares; 2026Q1: 2,458,323 shares 2,458,323 $105M 2.05% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 7,536 shares; 2025Q3: 833,854 shares; 2025Q4: 2,580,784 shares; 2026Q1: 2,580,784 shares 2,580,784 $88.3M 1.73% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,900 shares; 2025Q3: 396,981 shares; 2025Q4: 1,257,727 shares; 2026Q1: 1,257,727 shares 1,257,727 $87.6M 1.72% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 679,344 shares; 2025Q4: 2,670,478 shares; 2026Q1: 2,670,478 shares 2,670,478 $87M 1.71% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,423 shares; 2024Q4: 105,113 shares; 2025Q1: not loaded; 2025Q2: 194,012 shares; 2025Q3: not reported; 2025Q4: 226,667 shares; 2026Q1: 226,667 shares 226,667 $70.9M 1.39% 0 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; 2024Q2: restricted; 2024Q3: 92,138 shares; 2024Q4: 137,661 shares; 2025Q1: not loaded; 2025Q2: 254,748 shares; 2025Q3: 208,253 shares; 2025Q4: 304,572 shares; 2026Q1: 304,572 shares 304,572 $70.3M 1.38% 0 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 295,350 shares; 2025Q4: 1,162,271 shares; 2026Q1: 1,162,271 shares 1,162,271 $58.9M 1.16% 0 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; 2024Q2: restricted; 2024Q3: 7,018 shares; 2024Q4: 6,911 shares; 2025Q1: not loaded; 2025Q2: 11,603 shares; 2025Q3: 41,376 shares; 2025Q4: 119,316 shares; 2026Q1: 119,316 shares 119,316 $58.2M 1.14% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,229 shares; 2024Q4: 21,872 shares; 2025Q1: not loaded; 2025Q2: 58,391 shares; 2025Q3: 42,340 shares; 2025Q4: 81,725 shares; 2026Q1: 81,725 shares 81,725 $56M 1.1% 0 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; 2024Q2: restricted; 2024Q3: 23,537 shares; 2024Q4: 34,538 shares; 2025Q1: not loaded; 2025Q2: 63,078 shares; 2025Q3: 48,058 shares; 2025Q4: 74,032 shares; 2026Q1: 74,032 shares 74,032 $48.9M 0.96% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,928 shares; 2024Q4: 60,805 shares; 2025Q1: not loaded; 2025Q2: 96,421 shares; 2025Q3: 96,873 shares; 2025Q4: 140,379 shares; 2026Q1: 140,379 shares 140,379 $48.6M 0.95% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,082 shares; 2025Q1: not loaded; 2025Q2: 22,216 shares; 2025Q3: 39,255 shares; 2025Q4: 128,812 shares; 2026Q1: 128,812 shares 128,812 $43.2M 0.85% 0 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; 2024Q2: restricted; 2024Q3: 51,102 shares; 2024Q4: 46,233 shares; 2025Q1: not loaded; 2025Q2: 106,477 shares; 2025Q3: 79,538 shares; 2025Q4: 132,017 shares; 2026Q1: 132,017 shares 132,017 $42.5M 0.84% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 325,491 shares; 2025Q4: 1,028,094 shares; 2026Q1: 1,028,094 shares 1,028,094 $39.1M 0.77% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 432,104 shares; 2025Q4: 1,696,565 shares; 2026Q1: 1,696,565 shares 1,696,565 $38.9M 0.76% 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; 2024Q2: restricted; 2024Q3: 25,319 shares; 2024Q4: 25,450 shares; 2025Q1: not loaded; 2025Q2: 74,984 shares; 2025Q3: 94,261 shares; 2025Q4: 169,613 shares; 2026Q1: 169,613 shares 169,613 $37.3M 0.73% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 177,859 shares; 2025Q4: 732,975 shares; 2026Q1: 732,975 shares 732,975 $36.6M 0.72% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,821 shares; 2024Q4: 326,132 shares; 2025Q1: not loaded; 2025Q2: 498,076 shares; 2025Q3: 424,959 shares; 2025Q4: 647,307 shares; 2026Q1: 647,307 shares 647,307 $34.8M 0.68% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,696 shares; 2024Q4: 34,038 shares; 2025Q1: not loaded; 2025Q2: 60,554 shares; 2025Q3: 51,243 shares; 2025Q4: 75,807 shares; 2026Q1: 75,807 shares 75,807 $34.1M 0.67% 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; 2024Q2: restricted; 2024Q3: 18,105 shares; 2024Q4: 23,851 shares; 2025Q1: not loaded; 2025Q2: 42,795 shares; 2025Q3: 40,044 shares; 2025Q4: 66,274 shares; 2026Q1: 66,274 shares 66,274 $33.3M 0.65% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,412 shares; 2024Q4: 35,265 shares; 2025Q1: not loaded; 2025Q2: 58,263 shares; 2025Q3: 198,543 shares; 2025Q4: 104,915 shares; 2026Q1: 104,915 shares 104,915 $32.9M 0.65% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,921 shares; 2024Q4: 138,586 shares; 2025Q1: not loaded; 2025Q2: 230,740 shares; 2025Q3: 193,706 shares; 2025Q4: 275,341 shares; 2026Q1: 275,341 shares 275,341 $30.7M 0.6% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 244,382 shares; 2025Q4: 916,244 shares; 2026Q1: 916,244 shares 916,244 $30.2M 0.59% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,015 shares; 2024Q4: 258,287 shares; 2025Q1: not loaded; 2025Q2: 316,942 shares; 2025Q3: 323,251 shares; 2025Q4: 352,454 shares; 2026Q1: 352,454 shares 352,454 $29.5M 0.58% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 22,516 shares; 2025Q3: 325,236 shares; 2025Q4: 476,752 shares; 2026Q1: 476,752 shares 476,752 $29M 0.57% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,438 shares; 2024Q4: 293,678 shares; 2025Q1: not loaded; 2025Q2: 390,381 shares; 2025Q3: 428,583 shares; 2025Q4: 475,159 shares; 2026Q1: 475,159 shares 475,159 $28.5M 0.56% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 51,920 shares; 2025Q3: 141,961 shares; 2025Q4: 226,958 shares; 2026Q1: 226,958 shares 226,958 $28M 0.55% 0 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; 2024Q2: restricted; 2024Q3: 25,321 shares; 2024Q4: 56,317 shares; 2025Q1: not loaded; 2025Q2: 82,159 shares; 2025Q3: 78,790 shares; 2025Q4: 88,731 shares; 2026Q1: 88,731 shares 88,731 $27M 0.53% 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; 2024Q2: restricted; 2024Q3: 20,191 shares; 2024Q4: 29,664 shares; 2025Q1: not loaded; 2025Q2: 61,145 shares; 2025Q3: 40,630 shares; 2025Q4: 74,788 shares; 2026Q1: 74,788 shares 74,788 $26.2M 0.52% 0 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; 2024Q2: restricted; 2024Q3: 325,614 shares; 2024Q4: 345,273 shares; 2025Q1: not loaded; 2025Q2: 381,715 shares; 2025Q3: 427,813 shares; 2025Q4: 535,399 shares; 2026Q1: 535,399 shares 535,399 $25.9M 0.51% 0 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; 2024Q2: restricted; 2024Q3: 7,566 shares; 2024Q4: 11,896 shares; 2025Q1: not loaded; 2025Q2: 21,756 shares; 2025Q3: 15,437 shares; 2025Q4: 23,558 shares; 2026Q1: 23,558 shares 23,558 $25.3M 0.5% 0 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; 2024Q2: restricted; 2024Q3: 204,123 shares; 2024Q4: 202,509 shares; 2025Q1: not loaded; 2025Q2: 238,455 shares; 2025Q3: 261,477 shares; 2025Q4: 404,642 shares; 2026Q1: 404,642 shares 404,642 $23.8M 0.47% 0 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; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 5,862 shares; 2025Q1: not loaded; 2025Q2: 17,458 shares; 2025Q3: 6,047 shares; 2025Q4: 36,529 shares; 2026Q1: 36,529 shares 36,529 $22.9M 0.45% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 25,296 shares; 2025Q4: 483,484 shares; 2026Q1: 483,484 shares 483,484 $22.5M 0.44% 0 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; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 4,608 shares; 2025Q1: not loaded; 2025Q2: 9,255 shares; 2025Q3: 13,517 shares; 2025Q4: 31,926 shares; 2026Q1: 31,926 shares 31,926 $21.8M 0.43% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,516 shares; 2025Q1: not loaded; 2025Q2: 43,271 shares; 2025Q3: 68,756 shares; 2025Q4: 145,507 shares; 2026Q1: 145,507 shares 145,507 $21.6M 0.42% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,735 shares; 2024Q4: 33,211 shares; 2025Q1: not loaded; 2025Q2: 76,496 shares; 2025Q3: 57,052 shares; 2025Q4: 101,118 shares; 2026Q1: 101,118 shares 101,118 $20.9M 0.41% 0 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; 2024Q2: restricted; 2024Q3: 157,722 shares; 2024Q4: 180,852 shares; 2025Q1: not loaded; 2025Q2: 190,199 shares; 2025Q3: 205,635 shares; 2025Q4: 333,953 shares; 2026Q1: 333,953 shares 333,953 $20.9M 0.41% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,415 shares; 2024Q4: 112,823 shares; 2025Q1: not loaded; 2025Q2: 234,137 shares; 2025Q3: not reported; 2025Q4: 452,251 shares; 2026Q1: 452,251 shares 452,251 $20.4M 0.4% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,220 shares; 2024Q4: 126,919 shares; 2025Q1: not loaded; 2025Q2: 159,980 shares; 2025Q3: 172,271 shares; 2025Q4: 207,511 shares; 2026Q1: 207,511 shares 207,511 $19.8M 0.39% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,520 shares; 2024Q4: 37,377 shares; 2025Q1: not loaded; 2025Q2: 179,963 shares; 2025Q3: 64,246 shares; 2025Q4: 197,400 shares; 2026Q1: 197,400 shares 197,400 $19.7M 0.39% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,548 shares; 2024Q4: 366,588 shares; 2025Q1: not loaded; 2025Q2: 374,149 shares; 2025Q3: 371,241 shares; 2025Q4: 431,323 shares; 2026Q1: 431,323 shares 431,323 $19.6M 0.39% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,055 shares; 2024Q4: 46,197 shares; 2025Q1: not loaded; 2025Q2: 88,012 shares; 2025Q3: 166,614 shares; 2025Q4: 275,113 shares; 2026Q1: 275,113 shares 275,113 $18.5M 0.36% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,054 shares; 2024Q4: 105,835 shares; 2025Q1: not loaded; 2025Q2: 217,315 shares; 2025Q3: 214,258 shares; 2025Q4: 366,394 shares; 2026Q1: 366,394 shares 366,394 $18.4M 0.36% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,455 shares; 2024Q4: 26,542 shares; 2025Q1: not loaded; 2025Q2: 89,115 shares; 2025Q3: 116,866 shares; 2025Q4: 171,813 shares; 2026Q1: 171,813 shares 171,813 $18.4M 0.36% 0 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 532,954 shares; 2025Q3: 571,011 shares; 2025Q4: 596,887 shares; 2026Q1: 596,887 shares 596,887 $17.4M 0.34% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,878 shares; 2024Q4: 4,301 shares; 2025Q1: not loaded; 2025Q2: 32,692 shares; 2025Q3: 92,601 shares; 2025Q4: 189,859 shares; 2026Q1: 189,859 shares 189,859 $17M 0.33% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,202 shares; 2024Q4: 16,721 shares; 2025Q1: not loaded; 2025Q2: 29,275 shares; 2025Q3: 21,414 shares; 2025Q4: 29,623 shares; 2026Q1: 29,623 shares 29,623 $16.9M 0.33% 0 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; 2024Q2: restricted; 2024Q3: 42,706 shares; 2024Q4: 55,411 shares; 2025Q1: not loaded; 2025Q2: 121,078 shares; 2025Q3: 92,495 shares; 2025Q4: 137,262 shares; 2026Q1: 137,262 shares 137,262 $16.5M 0.32% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,177 shares; 2024Q4: 44,564 shares; 2025Q1: not loaded; 2025Q2: 58,054 shares; 2025Q3: 57,633 shares; 2025Q4: 53,970 shares; 2026Q1: 53,970 shares 53,970 $16M 0.31% 0 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; 2024Q2: restricted; 2024Q3: 126,764 shares; 2024Q4: 136,459 shares; 2025Q1: not loaded; 2025Q2: 161,906 shares; 2025Q3: 176,737 shares; 2025Q4: 198,730 shares; 2026Q1: 198,730 shares 198,730 $15.8M 0.31% 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; 2024Q2: restricted; 2024Q3: 4,939 shares; 2024Q4: 8,040 shares; 2025Q1: not loaded; 2025Q2: 14,273 shares; 2025Q3: 12,284 shares; 2025Q4: 167,876 shares; 2026Q1: 167,876 shares 167,876 $15.7M 0.31% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,897 shares; 2025Q1: not loaded; 2025Q2: 3,581 shares; 2025Q3: 25,162 shares; 2025Q4: 155,805 shares; 2026Q1: 155,805 shares 155,805 $15.6M 0.31% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,445 shares; 2024Q4: 26,275 shares; 2025Q1: not loaded; 2025Q2: 46,412 shares; 2025Q3: 42,958 shares; 2025Q4: 68,156 shares; 2026Q1: 68,156 shares 68,156 $15.6M 0.31% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 22,131 shares; 2025Q4: 391,198 shares; 2026Q1: 391,198 shares 391,198 $15.5M 0.3% 0 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; 2024Q2: restricted; 2024Q3: 65,314 shares; 2024Q4: 73,949 shares; 2025Q1: not loaded; 2025Q2: 195,628 shares; 2025Q3: 136,197 shares; 2025Q4: 200,341 shares; 2026Q1: 200,341 shares 200,341 $15.4M 0.3% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,883 shares; 2024Q4: 30,917 shares; 2025Q1: not loaded; 2025Q2: 46,047 shares; 2025Q3: 51,142 shares; 2025Q4: 77,537 shares; 2026Q1: 77,537 shares 77,537 $15.1M 0.3% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 22,334 shares; 2025Q4: 453,238 shares; 2026Q1: 453,238 shares 453,238 $14.9M 0.29% 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; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 2,766 shares; 2025Q1: not loaded; 2025Q2: 5,981 shares; 2025Q3: 8,641 shares; 2025Q4: 23,834 shares; 2026Q1: 23,834 shares 23,834 $14.6M 0.29% 0 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; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 15,827 shares; 2025Q1: not loaded; 2025Q2: 29,482 shares; 2025Q3: 24,604 shares; 2025Q4: 42,335 shares; 2026Q1: 42,335 shares 42,335 $14.6M 0.29% 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; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 5,174 shares; 2025Q1: not loaded; 2025Q2: 10,469 shares; 2025Q3: 9,257 shares; 2025Q4: 16,329 shares; 2026Q1: 16,329 shares 16,329 $14.1M 0.28% 0 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; 2024Q2: restricted; 2024Q3: 20,157 shares; 2024Q4: 28,584 shares; 2025Q1: not loaded; 2025Q2: 57,624 shares; 2025Q3: 48,963 shares; 2025Q4: 78,453 shares; 2026Q1: 78,453 shares 78,453 $13.9M 0.27% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,028 shares; 2024Q4: 13,776 shares; 2025Q1: not loaded; 2025Q2: 20,176 shares; 2025Q3: 17,462 shares; 2025Q4: 23,788 shares; 2026Q1: 23,788 shares 23,788 $13.6M 0.27% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,448 shares; 2024Q4: 296,158 shares; 2025Q1: not loaded; 2025Q2: 382,862 shares; 2025Q3: 372,147 shares; 2025Q4: 501,807 shares; 2026Q1: 501,807 shares 501,807 $13.5M 0.27% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,629 shares; 2025Q3: 34,273 shares; 2025Q4: 182,117 shares; 2026Q1: 182,117 shares 182,117 $13.5M 0.26% 0 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; 2024Q2: restricted; 2024Q3: 17,835 shares; 2024Q4: 22,074 shares; 2025Q1: not loaded; 2025Q2: 50,991 shares; 2025Q3: 50,772 shares; 2025Q4: 80,728 shares; 2026Q1: 80,728 shares 80,728 $12.9M 0.25% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,709 shares; 2024Q4: 88,405 shares; 2025Q1: not loaded; 2025Q2: 157,441 shares; 2025Q3: 344,783 shares; 2025Q4: 350,265 shares; 2026Q1: 350,265 shares 350,265 $12.8M 0.25% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,211 shares; 2024Q4: 15,880 shares; 2025Q1: not loaded; 2025Q2: 25,333 shares; 2025Q3: 22,786 shares; 2025Q4: 32,951 shares; 2026Q1: 32,951 shares 32,951 $12.2M 0.24% 0 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; 2024Q2: restricted; 2024Q3: 14,518 shares; 2024Q4: 17,898 shares; 2025Q1: not loaded; 2025Q2: 56,193 shares; 2025Q3: 30,843 shares; 2025Q4: 41,121 shares; 2026Q1: 41,121 shares 41,121 $12.2M 0.24% 0 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,136 shares; 2025Q1: not loaded; 2025Q2: 653,667 shares; 2025Q3: 221,165 shares; 2025Q4: 464,880 shares; 2026Q1: 464,880 shares 464,880 $12.1M 0.24% 0 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; 2024Q2: restricted; 2024Q3: 52,494 shares; 2024Q4: 70,317 shares; 2025Q1: not loaded; 2025Q2: 164,325 shares; 2025Q3: 140,021 shares; 2025Q4: 215,070 shares; 2026Q1: 215,070 shares 215,070 $11.8M 0.23% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,306 shares; 2024Q4: 38,518 shares; 2025Q1: not loaded; 2025Q2: 85,930 shares; 2025Q3: 73,519 shares; 2025Q4: 110,677 shares; 2026Q1: 110,677 shares 110,677 $11.6M 0.23% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 19,956 shares; 2025Q1: not loaded; 2025Q2: 32,082 shares; 2025Q3: 38,997 shares; 2025Q4: 57,506 shares; 2026Q1: 57,506 shares 57,506 $11.4M 0.22% 0 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; 2024Q2: restricted; 2024Q3: 15,519 shares; 2024Q4: 28,636 shares; 2025Q1: not loaded; 2025Q2: 59,538 shares; 2025Q3: 39,216 shares; 2025Q4: 79,359 shares; 2026Q1: 79,359 shares 79,359 $11.4M 0.22% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 133,413 shares; 2025Q4: 243,800 shares; 2026Q1: 243,800 shares 243,800 $11.3M 0.22% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 95,776 shares; 2025Q4: 163,222 shares; 2026Q1: 163,222 shares 163,222 $11.3M 0.22% 0 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; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 25,644 shares; 2025Q1: not loaded; 2025Q2: 68,744 shares; 2025Q3: 73,297 shares; 2025Q4: 76,151 shares; 2026Q1: 76,151 shares 76,151 $11.2M 0.22% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,880 shares; 2024Q4: 17,171 shares; 2025Q1: not loaded; 2025Q2: 25,660 shares; 2025Q3: 26,767 shares; 2025Q4: 35,731 shares; 2026Q1: 35,731 shares 35,731 $11M 0.22% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 4,468 shares; 2025Q1: not loaded; 2025Q2: 8,802 shares; 2025Q3: 8,438 shares; 2025Q4: 12,113 shares; 2026Q1: 12,113 shares 12,113 $10.6M 0.21% 0 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; 2024Q2: restricted; 2024Q3: 54,391 shares; 2024Q4: 63,590 shares; 2025Q1: not loaded; 2025Q2: 76,938 shares; 2025Q3: 80,242 shares; 2025Q4: 113,487 shares; 2026Q1: 113,487 shares 113,487 $10.6M 0.21% 0 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,002 shares; 2024Q4: 105,847 shares; 2025Q1: not loaded; 2025Q2: 205,484 shares; 2025Q3: 81,439 shares; 2025Q4: 220,175 shares; 2026Q1: 220,175 shares 220,175 $10.6M 0.21% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,684 shares; 2025Q1: not loaded; 2025Q2: 45,206 shares; 2025Q3: 34,609 shares; 2025Q4: 60,986 shares; 2026Q1: 60,986 shares 60,986 $10.4M 0.21% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,566 shares; 2024Q4: 26,259 shares; 2025Q1: not loaded; 2025Q2: 52,167 shares; 2025Q3: 41,358 shares; 2025Q4: 66,839 shares; 2026Q1: 66,839 shares 66,839 $10.2M 0.2% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,033 shares; 2024Q4: 65,966 shares; 2025Q1: not loaded; 2025Q2: 72,881 shares; 2025Q3: 78,062 shares; 2025Q4: 105,585 shares; 2026Q1: 105,585 shares 105,585 $10.2M 0.2% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,802 shares; 2025Q1: not loaded; 2025Q2: 4,269 shares; 2025Q3: 3,919 shares; 2025Q4: 9,370 shares; 2026Q1: 9,370 shares 9,370 $10M 0.2% 0 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; 2024Q2: restricted; 2024Q3: 20,736 shares; 2024Q4: 20,966 shares; 2025Q1: not loaded; 2025Q2: 22,574 shares; 2025Q3: 27,405 shares; 2025Q4: 51,114 shares; 2026Q1: 51,114 shares 51,114 $9.76M 0.19% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,636 shares; 2024Q4: 55,682 shares; 2025Q1: not loaded; 2025Q2: 112,034 shares; 2025Q3: 84,422 shares; 2025Q4: 118,711 shares; 2026Q1: 118,711 shares 118,711 $9.7M 0.19% 0 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; 2024Q2: restricted; 2024Q3: 14,722 shares; 2024Q4: 18,498 shares; 2025Q1: not loaded; 2025Q2: 32,369 shares; 2025Q3: 29,886 shares; 2025Q4: 37,534 shares; 2026Q1: 37,534 shares 37,534 $9.65M 0.19% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,543 shares; 2024Q4: 19,568 shares; 2025Q1: not loaded; 2025Q2: 43,822 shares; 2025Q3: 43,511 shares; 2025Q4: 66,265 shares; 2026Q1: 66,265 shares 66,265 $9.51M 0.19% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 17,079 shares; 2025Q3: 62,322 shares; 2025Q4: 91,798 shares; 2026Q1: 91,798 shares 91,798 $9.33M 0.18% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,281 shares; 2024Q4: 81,001 shares; 2025Q1: not loaded; 2025Q2: 95,154 shares; 2025Q3: 87,125 shares; 2025Q4: 93,231 shares; 2026Q1: 93,231 shares 93,231 $9.28M 0.18% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 4,336 shares; 2025Q1: not loaded; 2025Q2: 5,671 shares; 2025Q3: 9,423 shares; 2025Q4: 18,781 shares; 2026Q1: 18,781 shares 18,781 $8.89M 0.17% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,874 shares; 2024Q4: 367,407 shares; 2025Q1: not loaded; 2025Q2: 381,474 shares; 2025Q3: 392,930 shares; 2025Q4: 418,055 shares; 2026Q1: 418,055 shares 418,055 $8.73M 0.17% 0 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; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 3,616 shares; 2025Q1: not loaded; 2025Q2: 5,738 shares; 2025Q3: 11,701 shares; 2025Q4: 114,163 shares; 2026Q1: 114,163 shares 114,163 $8.61M 0.17% 0 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; 2024Q2: restricted; 2024Q3: 14,624 shares; 2024Q4: 20,409 shares; 2025Q1: not loaded; 2025Q2: 31,437 shares; 2025Q3: 28,662 shares; 2025Q4: 39,818 shares; 2026Q1: 39,818 shares 39,818 $8.53M 0.17% 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; 2024Q2: restricted; 2024Q3: 21,213 shares; 2024Q4: 30,740 shares; 2025Q1: not loaded; 2025Q2: 44,949 shares; 2025Q3: 44,204 shares; 2025Q4: 47,986 shares; 2026Q1: 47,986 shares 47,986 $8.52M 0.17% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 2,813 shares; 2025Q1: not loaded; 2025Q2: 22,001 shares; 2025Q3: 20,681 shares; 2025Q4: 33,360 shares; 2026Q1: 33,360 shares 33,360 $8.35M 0.16% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,416 shares; 2024Q4: 19,974 shares; 2025Q1: not loaded; 2025Q2: 26,948 shares; 2025Q3: 25,301 shares; 2025Q4: 31,130 shares; 2026Q1: 31,130 shares 31,130 $8.25M 0.16% 0 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; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 10,059 shares; 2025Q1: not loaded; 2025Q2: 19,097 shares; 2025Q3: 9,344 shares; 2025Q4: 20,762 shares; 2026Q1: 20,762 shares 20,762 $8.23M 0.16% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 4,579 shares; 2025Q1: not loaded; 2025Q2: 9,974 shares; 2025Q3: 9,998 shares; 2025Q4: 10,139 shares; 2026Q1: 10,139 shares 10,139 $8.21M 0.16% 0 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; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 3,446 shares; 2025Q1: not loaded; 2025Q2: 13,351 shares; 2025Q3: 15,503 shares; 2025Q4: 31,433 shares; 2026Q1: 31,433 shares 31,433 $8.11M 0.16% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 94,296 shares; 2025Q4: 242,568 shares; 2026Q1: 242,568 shares 242,568 $8.08M 0.16% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 16,338 shares; 2025Q3: 46,395 shares; 2025Q4: 100,546 shares; 2026Q1: 100,546 shares 100,546 $8.07M 0.16% 0 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; 2024Q2: restricted; 2024Q3: 42,557 shares; 2024Q4: 59,656 shares; 2025Q1: not loaded; 2025Q2: 109,234 shares; 2025Q3: 83,061 shares; 2025Q4: 115,242 shares; 2026Q1: 115,242 shares 115,242 $8.06M 0.16% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 10,643 shares; 2025Q1: not loaded; 2025Q2: 33,166 shares; 2025Q3: 33,692 shares; 2025Q4: 42,890 shares; 2026Q1: 42,890 shares 42,890 $7.96M 0.16% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 7,419 shares; 2025Q3: 14,381 shares; 2025Q4: 23,086 shares; 2026Q1: 23,086 shares 23,086 $7.92M 0.16% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,403 shares; 2024Q4: 36,067 shares; 2025Q1: not loaded; 2025Q2: 33,108 shares; 2025Q3: 45,896 shares; 2025Q4: 165,386 shares; 2026Q1: 165,386 shares 165,386 $7.87M 0.15% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 14,164 shares; 2025Q1: not loaded; 2025Q2: 38,814 shares; 2025Q3: 26,510 shares; 2025Q4: 42,696 shares; 2026Q1: 42,696 shares 42,696 $7.83M 0.15% 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; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 9,625 shares; 2025Q1: not loaded; 2025Q2: 22,963 shares; 2025Q3: 16,477 shares; 2025Q4: 23,662 shares; 2026Q1: 23,662 shares 23,662 $7.81M 0.15% 0 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; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 13,831 shares; 2025Q1: not loaded; 2025Q2: 20,944 shares; 2025Q3: 18,865 shares; 2025Q4: 26,836 shares; 2026Q1: 26,836 shares 26,836 $7.66M 0.15% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,637 shares; 2024Q4: 22,761 shares; 2025Q1: not loaded; 2025Q2: 37,661 shares; 2025Q3: 31,928 shares; 2025Q4: 44,592 shares; 2026Q1: 44,592 shares 44,592 $7.63M 0.15% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 13,781 shares; 2025Q3: 127,515 shares; 2025Q4: 197,691 shares; 2026Q1: 197,691 shares 197,691 $7.62M 0.15% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,270 shares; 2025Q1: not loaded; 2025Q2: 261,785 shares; 2025Q3: 121,438 shares; 2025Q4: 329,632 shares; 2026Q1: 329,632 shares 329,632 $7.59M 0.15% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,841 shares; 2024Q4: 80,542 shares; 2025Q1: not loaded; 2025Q2: 157,868 shares; 2025Q3: 121,380 shares; 2025Q4: 186,136 shares; 2026Q1: 186,136 shares 186,136 $7.58M 0.15% 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; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,140 shares; 2025Q1: not loaded; 2025Q2: 4,526 shares; 2025Q3: 14,083 shares; 2025Q4: 35,528 shares; 2026Q1: 35,528 shares 35,528 $7.53M 0.15% 0 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 84,052 shares; 2025Q3: 37,795 shares; 2025Q4: 81,966 shares; 2026Q1: 81,966 shares 81,966 $7.48M 0.15% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,639 shares; 2025Q3: 20,134 shares; 2025Q4: 147,634 shares; 2026Q1: 147,634 shares 147,634 $7.45M 0.15% 0 Timeline BRTR 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 111,827 shares; 2025Q4: 144,152 shares; 2026Q1: 144,152 shares 144,152 $7.32M 0.14% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,883 shares; 2024Q4: 11,615 shares; 2025Q1: not loaded; 2025Q2: 20,435 shares; 2025Q3: 23,472 shares; 2025Q4: 35,773 shares; 2026Q1: 35,773 shares 35,773 $7.26M 0.14% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,015 shares; 2024Q4: 60,036 shares; 2025Q1: not loaded; 2025Q2: 116,963 shares; 2025Q3: 113,293 shares; 2025Q4: 116,924 shares; 2026Q1: 116,924 shares 116,924 $7.06M 0.14% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 11,322 shares; 2025Q1: not loaded; 2025Q2: 36,824 shares; 2025Q3: 37,794 shares; 2025Q4: 45,826 shares; 2026Q1: 45,826 shares 45,826 $7.06M 0.14% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,648 shares; 2024Q4: 23,153 shares; 2025Q1: not loaded; 2025Q2: 56,796 shares; 2025Q3: 40,192 shares; 2025Q4: 56,077 shares; 2026Q1: 56,077 shares 56,077 $7.03M 0.14% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 8,533 shares; 2025Q1: not loaded; 2025Q2: 14,833 shares; 2025Q3: 12,241 shares; 2025Q4: 18,637 shares; 2026Q1: 18,637 shares 18,637 $6.96M 0.14% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,424 shares; 2024Q4: 134,217 shares; 2025Q1: not loaded; 2025Q2: 142,422 shares; 2025Q3: 143,192 shares; 2025Q4: 184,474 shares; 2026Q1: 184,474 shares 184,474 $6.9M 0.14% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,368 shares; 2025Q1: not loaded; 2025Q2: 13,295 shares; 2025Q3: 13,993 shares; 2025Q4: 48,002 shares; 2026Q1: 48,002 shares 48,002 $6.89M 0.14% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,573 shares; 2024Q4: 117,552 shares; 2025Q1: not loaded; 2025Q2: 146,229 shares; 2025Q3: 145,534 shares; 2025Q4: 285,716 shares; 2026Q1: 285,716 shares 285,716 $6.87M 0.13% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,608 shares; 2024Q4: 27,721 shares; 2025Q1: not loaded; 2025Q2: 52,512 shares; 2025Q3: 33,653 shares; 2025Q4: 44,440 shares; 2026Q1: 44,440 shares 44,440 $6.83M 0.13% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 6,422 shares; 2025Q4: 200,501 shares; 2026Q1: 200,501 shares 200,501 $6.76M 0.13% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 6,714 shares; 2025Q1: not loaded; 2025Q2: 12,406 shares; 2025Q3: 10,920 shares; 2025Q4: 21,178 shares; 2026Q1: 21,178 shares 21,178 $6.75M 0.13% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,824 shares; 2024Q4: 25,997 shares; 2025Q1: not loaded; 2025Q2: 91,907 shares; 2025Q3: 78,720 shares; 2025Q4: 112,883 shares; 2026Q1: 112,883 shares 112,883 $6.51M 0.13% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,716 shares; 2024Q4: 25,223 shares; 2025Q1: not loaded; 2025Q2: 31,440 shares; 2025Q3: 32,972 shares; 2025Q4: 55,426 shares; 2026Q1: 55,426 shares 55,426 $6.47M 0.13% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 5,582 shares; 2025Q1: not loaded; 2025Q2: 15,382 shares; 2025Q3: 11,724 shares; 2025Q4: 19,503 shares; 2026Q1: 19,503 shares 19,503 $6.38M 0.13% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 25,067 shares; 2025Q4: 136,017 shares; 2026Q1: 136,017 shares 136,017 $6.37M 0.13% 0 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; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 3,274 shares; 2025Q1: not loaded; 2025Q2: 6,340 shares; 2025Q3: 6,947 shares; 2025Q4: 9,613 shares; 2026Q1: 9,613 shares 9,613 $6.28M 0.12% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 56,094 shares; 2025Q3: 62,364 shares; 2025Q4: 89,776 shares; 2026Q1: 89,776 shares 89,776 $6.23M 0.12% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 8,004 shares; 2025Q1: not loaded; 2025Q2: 16,828 shares; 2025Q3: 12,585 shares; 2025Q4: 20,153 shares; 2026Q1: 20,153 shares 20,153 $6.16M 0.12% 0 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; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 578 shares; 2025Q1: not loaded; 2025Q2: 966 shares; 2025Q3: 908 shares; 2025Q4: 1,148 shares; 2026Q1: 1,148 shares 1,148 $6.15M 0.12% 0 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; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 5,407 shares; 2025Q1: not loaded; 2025Q2: 11,132 shares; 2025Q3: 11,106 shares; 2025Q4: 12,998 shares; 2026Q1: 12,998 shares 12,998 $6.07M 0.12% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,669 shares; 2024Q4: 157,161 shares; 2025Q1: not loaded; 2025Q2: 175,049 shares; 2025Q3: 196,035 shares; 2025Q4: 223,779 shares; 2026Q1: 223,779 shares 223,779 $5.93M 0.12% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,948 shares; 2024Q4: 84,370 shares; 2025Q1: not loaded; 2025Q2: 177,811 shares; 2025Q3: 189,246 shares; 2025Q4: 198,241 shares; 2026Q1: 198,241 shares 198,241 $5.91M 0.12% 0 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; 2024Q2: restricted; 2024Q3: 25,525 shares; 2024Q4: 38,155 shares; 2025Q1: not loaded; 2025Q2: 64,528 shares; 2025Q3: 56,705 shares; 2025Q4: 73,209 shares; 2026Q1: 73,209 shares 73,209 $5.88M 0.12% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,630 shares; 2024Q4: 14,806 shares; 2025Q1: not loaded; 2025Q2: 21,767 shares; 2025Q3: 19,168 shares; 2025Q4: 24,128 shares; 2026Q1: 24,128 shares 24,128 $5.82M 0.11% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,562 shares; 2024Q4: 26,838 shares; 2025Q1: not loaded; 2025Q2: 50,103 shares; 2025Q3: 35,198 shares; 2025Q4: 46,492 shares; 2026Q1: 46,492 shares 46,492 $5.71M 0.11% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,613 shares; 2024Q4: 45,464 shares; 2025Q1: not loaded; 2025Q2: 56,404 shares; 2025Q3: 81,656 shares; 2025Q4: 113,892 shares; 2026Q1: 113,892 shares 113,892 $5.7M 0.11% 0 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; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,251 shares; 2025Q1: not loaded; 2025Q2: 17,727 shares; 2025Q3: 15,089 shares; 2025Q4: 39,114 shares; 2026Q1: 39,114 shares 39,114 $5.63M 0.11% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,497 shares; 2024Q4: 12,221 shares; 2025Q1: not loaded; 2025Q2: 14,645 shares; 2025Q3: 14,526 shares; 2025Q4: 23,179 shares; 2026Q1: 23,179 shares 23,179 $5.63M 0.11% 0 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; 2024Q2: restricted; 2024Q3: 8,206 shares; 2024Q4: 13,541 shares; 2025Q1: not loaded; 2025Q2: 22,453 shares; 2025Q3: 28,783 shares; 2025Q4: 49,463 shares; 2026Q1: 49,463 shares 49,463 $5.63M 0.11% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,428 shares; 2025Q1: not loaded; 2025Q2: 3,440 shares; 2025Q3: 3,507 shares; 2025Q4: 5,246 shares; 2026Q1: 5,246 shares 5,246 $5.61M 0.11% 0 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 64,700 shares; 2025Q3: 47,252 shares; 2025Q4: 116,797 shares; 2026Q1: 116,797 shares 116,797 $5.6M 0.11% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 6,435 shares; 2025Q1: not loaded; 2025Q2: 10,612 shares; 2025Q3: 9,905 shares; 2025Q4: 13,107 shares; 2026Q1: 13,107 shares 13,107 $5.59M 0.11% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 4,342 shares; 2025Q1: not loaded; 2025Q2: 10,754 shares; 2025Q3: 11,047 shares; 2025Q4: 11,334 shares; 2026Q1: 11,334 shares 11,334 $5.56M 0.11% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,639 shares; 2024Q4: 22,837 shares; 2025Q1: not loaded; 2025Q2: 31,173 shares; 2025Q3: 31,482 shares; 2025Q4: 34,444 shares; 2026Q1: 34,444 shares 34,444 $5.54M 0.11% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 4,356 shares; 2025Q1: not loaded; 2025Q2: 6,391 shares; 2025Q3: 6,930 shares; 2025Q4: 8,274 shares; 2026Q1: 8,274 shares 8,274 $5.48M 0.11% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 4,916 shares; 2025Q1: not loaded; 2025Q2: 12,315 shares; 2025Q3: 8,297 shares; 2025Q4: 17,426 shares; 2026Q1: 17,426 shares 17,426 $5.44M 0.11% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,089 shares; 2024Q4: 75,848 shares; 2025Q1: not loaded; 2025Q2: 231,632 shares; 2025Q3: 154,219 shares; 2025Q4: 217,605 shares; 2026Q1: 217,605 shares 217,605 $5.42M 0.11% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,274 shares; 2024Q4: 105,691 shares; 2025Q1: not loaded; 2025Q2: 214,965 shares; 2025Q3: 189,429 shares; 2025Q4: 217,005 shares; 2026Q1: 217,005 shares 217,005 $5.39M 0.11% 0 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; 2024Q2: restricted; 2024Q3: 14,441 shares; 2024Q4: 13,247 shares; 2025Q1: not loaded; 2025Q2: 66,939 shares; 2025Q3: 58,557 shares; 2025Q4: 112,510 shares; 2026Q1: 112,510 shares 112,510 $5.27M 0.1% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: 5,194 shares; 2025Q1: not loaded; 2025Q2: 6,739 shares; 2025Q3: 6,890 shares; 2025Q4: 34,007 shares; 2026Q1: 34,007 shares 34,007 $5.21M 0.1% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,345 shares; 2024Q4: 17,249 shares; 2025Q1: not loaded; 2025Q2: 37,021 shares; 2025Q3: 32,569 shares; 2025Q4: 42,863 shares; 2026Q1: 42,863 shares 42,863 $5.02M 0.1% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,836 shares; 2024Q4: 14,142 shares; 2025Q1: not loaded; 2025Q2: 21,131 shares; 2025Q3: 20,758 shares; 2025Q4: 29,457 shares; 2026Q1: 29,457 shares 29,457 $5.02M 0.1% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,705 shares; 2024Q4: 18,007 shares; 2025Q1: not loaded; 2025Q2: 27,627 shares; 2025Q3: 19,364 shares; 2025Q4: 36,277 shares; 2026Q1: 36,277 shares 36,277 $5M 0.1% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,779 shares; 2024Q4: 14,915 shares; 2025Q1: not loaded; 2025Q2: 41,381 shares; 2025Q3: 39,519 shares; 2025Q4: 41,402 shares; 2026Q1: 41,402 shares 41,402 $4.96M 0.1% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 895 shares; 2025Q1: not loaded; 2025Q2: 13,075 shares; 2025Q3: 14,147 shares; 2025Q4: 17,075 shares; 2026Q1: 17,075 shares 17,075 $4.96M 0.1% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,676 shares; 2024Q4: 202,221 shares; 2025Q1: not loaded; 2025Q2: 268,834 shares; 2025Q3: 289,892 shares; 2025Q4: 311,795 shares; 2026Q1: 311,795 shares 311,795 $4.95M 0.1% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,962 shares; 2024Q4: 13,772 shares; 2025Q1: not loaded; 2025Q2: 59,144 shares; 2025Q3: 53,998 shares; 2025Q4: 56,746 shares; 2026Q1: 56,746 shares 56,746 $4.94M 0.1% 0 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 26,213 shares; 2025Q3: 68,612 shares; 2025Q4: 130,105 shares; 2026Q1: 130,105 shares 130,105 $4.91M 0.1% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: 9,566 shares; 2025Q1: not loaded; 2025Q2: 21,046 shares; 2025Q3: 12,796 shares; 2025Q4: 13,909 shares; 2026Q1: 13,909 shares 13,909 $4.87M 0.1% 0 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; 2024Q2: restricted; 2024Q3: 10,676 shares; 2024Q4: 14,434 shares; 2025Q1: not loaded; 2025Q2: 27,152 shares; 2025Q3: 10,971 shares; 2025Q4: 18,041 shares; 2026Q1: 18,041 shares 18,041 $4.84M 0.1% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,821 shares; 2024Q4: 10,903 shares; 2025Q1: not loaded; 2025Q2: 13,886 shares; 2025Q3: 14,261 shares; 2025Q4: 22,585 shares; 2026Q1: 22,585 shares 22,585 $4.83M 0.09% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,269 shares; 2025Q1: not loaded; 2025Q2: 17,343 shares; 2025Q3: 16,146 shares; 2025Q4: 36,315 shares; 2026Q1: 36,315 shares 36,315 $4.76M 0.09% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,014 shares; 2025Q1: not loaded; 2025Q2: 48,449 shares; 2025Q3: 33,209 shares; 2025Q4: 50,158 shares; 2026Q1: 50,158 shares 50,158 $4.72M 0.09% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,920 shares; 2024Q4: 56,673 shares; 2025Q1: not loaded; 2025Q2: 114,353 shares; 2025Q3: 99,444 shares; 2025Q4: 105,215 shares; 2026Q1: 105,215 shares 105,215 $4.67M 0.09% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 17,537 shares; 2025Q4: 91,913 shares; 2026Q1: 91,913 shares 91,913 $4.65M 0.09% 0 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; 2024Q2: restricted; 2024Q3: 19,933 shares; 2024Q4: 20,203 shares; 2025Q1: not loaded; 2025Q2: 25,392 shares; 2025Q3: 38,937 shares; 2025Q4: 58,865 shares; 2026Q1: 58,865 shares 58,865 $4.63M 0.09% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 12,002 shares; 2025Q1: not loaded; 2025Q2: 13,379 shares; 2025Q3: 6,969 shares; 2025Q4: 21,947 shares; 2026Q1: 21,947 shares 21,947 $4.62M 0.09% 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; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 4,925 shares; 2025Q1: not loaded; 2025Q2: 6,542 shares; 2025Q3: 6,311 shares; 2025Q4: 8,123 shares; 2026Q1: 8,123 shares 8,123 $4.6M 0.09% 0 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,001 shares; 2024Q4: 63,024 shares; 2025Q1: not loaded; 2025Q2: 96,711 shares; 2025Q3: 12,911 shares; 2025Q4: 93,695 shares; 2026Q1: 93,695 shares 93,695 $4.57M 0.09% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 30,450 shares; 2025Q3: 6,531 shares; 2025Q4: 21,450 shares; 2026Q1: 21,450 shares 21,450 $4.54M 0.09% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 21,551 shares; 2025Q3: 26,365 shares; 2025Q4: 61,405 shares; 2026Q1: 61,405 shares 61,405 $4.52M 0.09% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,866 shares; 2024Q4: 19,641 shares; 2025Q1: not loaded; 2025Q2: 34,757 shares; 2025Q3: 35,056 shares; 2025Q4: 48,062 shares; 2026Q1: 48,062 shares 48,062 $4.5M 0.09% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,081 shares; 2024Q4: 108,899 shares; 2025Q1: not loaded; 2025Q2: 146,529 shares; 2025Q3: 151,320 shares; 2025Q4: 175,557 shares; 2026Q1: 175,557 shares 175,557 $4.49M 0.09% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 2,714 shares; 2025Q1: not loaded; 2025Q2: 7,151 shares; 2025Q3: 6,881 shares; 2025Q4: 8,795 shares; 2026Q1: 8,795 shares 8,795 $4.49M 0.09% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 1,601 shares; 2025Q1: not loaded; 2025Q2: 3,109 shares; 2025Q3: 2,559 shares; 2025Q4: 5,471 shares; 2026Q1: 5,471 shares 5,471 $4.49M 0.09% 0 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; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 4,170 shares; 2025Q1: not loaded; 2025Q2: 5,185 shares; 2025Q3: 5,353 shares; 2025Q4: 7,707 shares; 2026Q1: 7,707 shares 7,707 $4.47M 0.09% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 26,734 shares; 2025Q4: 76,634 shares; 2026Q1: 76,634 shares 76,634 $4.43M 0.09% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 45,977 shares; 2025Q4: 88,717 shares; 2026Q1: 88,717 shares 88,717 $4.4M 0.09% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,463 shares; 2025Q1: not loaded; 2025Q2: 39,271 shares; 2025Q3: 5,683 shares; 2025Q4: 33,230 shares; 2026Q1: 33,230 shares 33,230 $4.4M 0.09% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 7,366 shares; 2025Q1: not loaded; 2025Q2: 26,881 shares; 2025Q3: 27,591 shares; 2025Q4: 27,582 shares; 2026Q1: 27,582 shares 27,582 $4.39M 0.09% 0 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,478 shares; 2025Q1: not loaded; 2025Q2: 112,322 shares; 2025Q3: 37,763 shares; 2025Q4: 85,821 shares; 2026Q1: 85,821 shares 85,821 $4.39M 0.09% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,919 shares; 2024Q4: 68,403 shares; 2025Q1: not loaded; 2025Q2: 75,638 shares; 2025Q3: 68,726 shares; 2025Q4: 81,096 shares; 2026Q1: 81,096 shares 81,096 $4.37M 0.09% 0 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; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 2,437 shares; 2025Q1: not loaded; 2025Q2: 2,769 shares; 2025Q3: 3,252 shares; 2025Q4: 12,860 shares; 2026Q1: 12,860 shares 12,860 $4.33M 0.09% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,963 shares; 2024Q4: 17,185 shares; 2025Q1: not loaded; 2025Q2: 32,703 shares; 2025Q3: 37,761 shares; 2025Q4: 74,936 shares; 2026Q1: 74,936 shares 74,936 $4.24M 0.08% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,948 shares; 2024Q4: 16,846 shares; 2025Q1: not loaded; 2025Q2: 25,559 shares; 2025Q3: 29,106 shares; 2025Q4: 44,734 shares; 2026Q1: 44,734 shares 44,734 $4.21M 0.08% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 9,881 shares; 2025Q1: not loaded; 2025Q2: 15,558 shares; 2025Q3: 14,989 shares; 2025Q4: 21,349 shares; 2026Q1: 21,349 shares 21,349 $4.16M 0.08% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 4,342 shares; 2025Q1: not loaded; 2025Q2: 13,937 shares; 2025Q3: 14,092 shares; 2025Q4: 14,643 shares; 2026Q1: 14,643 shares 14,643 $4.15M 0.08% 0 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; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 4,407 shares; 2025Q1: not loaded; 2025Q2: 5,832 shares; 2025Q3: 6,556 shares; 2025Q4: 7,933 shares; 2026Q1: 7,933 shares 7,933 $4.15M 0.08% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 16,898 shares; 2025Q1: not loaded; 2025Q2: 30,768 shares; 2025Q3: 31,230 shares; 2025Q4: 41,467 shares; 2026Q1: 41,467 shares 41,467 $4.14M 0.08% 0 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; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 5,913 shares; 2025Q1: not loaded; 2025Q2: 11,946 shares; 2025Q3: 12,246 shares; 2025Q4: 17,002 shares; 2026Q1: 17,002 shares 17,002 $4.12M 0.08% 0 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 107,126 shares; 2025Q4: 160,407 shares; 2026Q1: 160,407 shares 160,407 $4.04M 0.08% 0 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; 2024Q2: restricted; 2024Q3: 69,374 shares; 2024Q4: 120,024 shares; 2025Q1: not loaded; 2025Q2: 146,090 shares; 2025Q3: 156,901 shares; 2025Q4: 208,707 shares; 2026Q1: 208,707 shares 208,707 $4.03M 0.08% 0 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; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 9,896 shares; 2025Q1: not loaded; 2025Q2: 20,517 shares; 2025Q3: 19,710 shares; 2025Q4: 23,176 shares; 2026Q1: 23,176 shares 23,176 $4.02M 0.08% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 3,260 shares; 2025Q1: not loaded; 2025Q2: 9,104 shares; 2025Q3: 4,949 shares; 2025Q4: 5,947 shares; 2026Q1: 5,947 shares 5,947 $4.01M 0.08% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 1,160 shares; 2025Q1: not loaded; 2025Q2: 2,534 shares; 2025Q3: 2,569 shares; 2025Q4: 3,269 shares; 2026Q1: 3,269 shares 3,269 $3.97M 0.08% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 2,087 shares; 2025Q1: not loaded; 2025Q2: 3,260 shares; 2025Q3: 3,211 shares; 2025Q4: 4,502 shares; 2026Q1: 4,502 shares 4,502 $3.96M 0.08% 0 Timeline SPHQ 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; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 23,615 shares; 2025Q1: not loaded; 2025Q2: 74,699 shares; 2025Q3: 25,557 shares; 2025Q4: 52,480 shares; 2026Q1: 52,480 shares 52,480 $3.94M 0.08% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,416 shares; 2024Q4: 25,362 shares; 2025Q1: not loaded; 2025Q2: 36,303 shares; 2025Q3: 36,800 shares; 2025Q4: 53,245 shares; 2026Q1: 53,245 shares 53,245 $3.91M 0.08% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,255 shares; 2024Q4: 44,870 shares; 2025Q1: not loaded; 2025Q2: 76,452 shares; 2025Q3: 53,591 shares; 2025Q4: 72,138 shares; 2026Q1: 72,138 shares 72,138 $3.89M 0.08% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,241 shares; 2024Q4: 21,306 shares; 2025Q1: not loaded; 2025Q2: 39,238 shares; 2025Q3: 37,179 shares; 2025Q4: 47,674 shares; 2026Q1: 47,674 shares 47,674 $3.87M 0.08% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 19,858 shares; 2025Q3: 28,285 shares; 2025Q4: 54,014 shares; 2026Q1: 54,014 shares 54,014 $3.86M 0.08% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 114,592 shares; 2025Q3: 107,303 shares; 2025Q4: 128,792 shares; 2026Q1: 128,792 shares 128,792 $3.81M 0.07% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 17,810 shares; 2025Q1: not loaded; 2025Q2: 35,191 shares; 2025Q3: 29,635 shares; 2025Q4: 43,729 shares; 2026Q1: 43,729 shares 43,729 $3.81M 0.07% 0 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; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 6,401 shares; 2025Q1: not loaded; 2025Q2: 12,262 shares; 2025Q3: 9,942 shares; 2025Q4: 14,616 shares; 2026Q1: 14,616 shares 14,616 $3.76M 0.07% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 3,372 shares; 2025Q1: not loaded; 2025Q2: 9,295 shares; 2025Q3: 5,544 shares; 2025Q4: 7,769 shares; 2026Q1: 7,769 shares 7,769 $3.76M 0.07% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 6,715 shares; 2025Q1: not loaded; 2025Q2: 13,961 shares; 2025Q3: 7,308 shares; 2025Q4: 16,461 shares; 2026Q1: 16,461 shares 16,461 $3.75M 0.07% 0 Timeline DWAS 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; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 33,778 shares; 2025Q1: not loaded; 2025Q2: 43,258 shares; 2025Q3: 15,639 shares; 2025Q4: 38,436 shares; 2026Q1: 38,436 shares 38,436 $3.72M 0.07% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,449 shares; 2025Q1: not loaded; 2025Q2: 15,425 shares; 2025Q3: 27,413 shares; 2025Q4: 56,279 shares; 2026Q1: 56,279 shares 56,279 $3.71M 0.07% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 4,346 shares; 2025Q1: not loaded; 2025Q2: 7,017 shares; 2025Q3: 6,602 shares; 2025Q4: 12,782 shares; 2026Q1: 12,782 shares 12,782 $3.71M 0.07% 0 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; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 7,358 shares; 2025Q1: not loaded; 2025Q2: 15,130 shares; 2025Q3: 12,959 shares; 2025Q4: 41,695 shares; 2026Q1: 41,695 shares 41,695 $3.69M 0.07% 0 Timeline JMOM 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,808 shares; 2025Q1: not loaded; 2025Q2: 76,214 shares; 2025Q3: 18,421 shares; 2025Q4: 53,358 shares; 2026Q1: 53,358 shares 53,358 $3.64M 0.07% 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; 2024Q2: restricted; 2024Q3: 4,627 shares; 2024Q4: 7,596 shares; 2025Q1: not loaded; 2025Q2: 12,882 shares; 2025Q3: 10,013 shares; 2025Q4: 15,694 shares; 2026Q1: 15,694 shares 15,694 $3.63M 0.07% 0 Timeline JEPI 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; 2024Q2: restricted; 2024Q3: 13,542 shares; 2024Q4: 30,158 shares; 2025Q1: not loaded; 2025Q2: 69,811 shares; 2025Q3: 9,868 shares; 2025Q4: 63,199 shares; 2026Q1: 63,199 shares 63,199 $3.62M 0.07% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 12,330 shares; 2025Q3: 23,695 shares; 2025Q4: 43,821 shares; 2026Q1: 43,821 shares 43,821 $3.62M 0.07% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,811 shares; 2026Q1: 104,811 shares 104,811 $3.61M 0.07% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 10,132 shares; 2025Q1: not loaded; 2025Q2: 19,860 shares; 2025Q3: 14,791 shares; 2025Q4: 17,600 shares; 2026Q1: 17,600 shares 17,600 $3.61M 0.07% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,958 shares; 2024Q4: 23,098 shares; 2025Q1: not loaded; 2025Q2: 46,165 shares; 2025Q3: 15,948 shares; 2025Q4: 43,565 shares; 2026Q1: 43,565 shares 43,565 $3.59M 0.07% 0 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 77,330 shares; 2025Q4: 100,894 shares; 2026Q1: 100,894 shares 100,894 $3.57M 0.07% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 17,586 shares; 2025Q1: not loaded; 2025Q2: 30,772 shares; 2025Q3: 26,605 shares; 2025Q4: 44,670 shares; 2026Q1: 44,670 shares 44,670 $3.53M 0.07% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 17,423 shares; 2025Q3: 22,355 shares; 2025Q4: 50,636 shares; 2026Q1: 50,636 shares 50,636 $3.52M 0.07% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 30,382 shares; 2025Q4: 61,827 shares; 2026Q1: 61,827 shares 61,827 $3.51M 0.07% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,021 shares; 2024Q4: 57,388 shares; 2025Q1: not loaded; 2025Q2: 114,260 shares; 2025Q3: 78,521 shares; 2025Q4: 116,749 shares; 2026Q1: 116,749 shares 116,749 $3.49M 0.07% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,184 shares; 2024Q4: 11,335 shares; 2025Q1: not loaded; 2025Q2: 17,831 shares; 2025Q3: 17,977 shares; 2025Q4: 20,327 shares; 2026Q1: 20,327 shares 20,327 $3.45M 0.07% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,709 shares; 2024Q4: 51,709 shares; 2025Q1: not loaded; 2025Q2: 86,087 shares; 2025Q3: 83,796 shares; 2025Q4: 120,923 shares; 2026Q1: 120,923 shares 120,923 $3.44M 0.07% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,609 shares; 2024Q4: 59,714 shares; 2025Q1: not loaded; 2025Q2: 79,314 shares; 2025Q3: 83,070 shares; 2025Q4: 91,662 shares; 2026Q1: 91,662 shares 91,662 $3.33M 0.07% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,365 shares; 2024Q4: 12,543 shares; 2025Q1: not loaded; 2025Q2: 18,457 shares; 2025Q3: 14,319 shares; 2025Q4: 17,805 shares; 2026Q1: 17,805 shares 17,805 $3.3M 0.06% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,934 shares; 2024Q4: 9,574 shares; 2025Q1: not loaded; 2025Q2: 15,395 shares; 2025Q3: 14,027 shares; 2025Q4: 29,944 shares; 2026Q1: 29,944 shares 29,944 $3.3M 0.06% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,945 shares; 2025Q3: 5,304 shares; 2025Q4: 18,563 shares; 2026Q1: 18,563 shares 18,563 $3.29M 0.06% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140,432 shares; 2026Q1: 140,432 shares 140,432 $3.27M 0.06% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 11,683 shares; 2025Q3: 18,765 shares; 2025Q4: 119,420 shares; 2026Q1: 119,420 shares 119,420 $3.25M 0.06% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 4,921 shares; 2025Q1: not loaded; 2025Q2: 7,219 shares; 2025Q3: 8,167 shares; 2025Q4: 14,769 shares; 2026Q1: 14,769 shares 14,769 $3.24M 0.06% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,871 shares; 2025Q1: not loaded; 2025Q2: 65,133 shares; 2025Q3: 14,043 shares; 2025Q4: 42,282 shares; 2026Q1: 42,282 shares 42,282 $3.2M 0.06% 0 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,006 shares; 2024Q4: 21,208 shares; 2025Q1: not loaded; 2025Q2: 36,360 shares; 2025Q3: 38,170 shares; 2025Q4: 37,003 shares; 2026Q1: 37,003 shares 37,003 $3.18M 0.06% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 2,074 shares; 2025Q1: not loaded; 2025Q2: 2,932 shares; 2025Q3: 2,776 shares; 2025Q4: 5,572 shares; 2026Q1: 5,572 shares 5,572 $3.18M 0.06% 0 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,948 shares; 2025Q3: 5,258 shares; 2025Q4: 27,518 shares; 2026Q1: 27,518 shares 27,518 $3.17M 0.06% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 31,544 shares; 2025Q4: 48,881 shares; 2026Q1: 48,881 shares 48,881 $3.17M 0.06% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,917 shares; 2025Q1: not loaded; 2025Q2: 4,219 shares; 2025Q3: 4,325 shares; 2025Q4: 24,720 shares; 2026Q1: 24,720 shares 24,720 $3.16M 0.06% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 13,976 shares; 2025Q3: 17,060 shares; 2025Q4: 27,482 shares; 2026Q1: 27,482 shares 27,482 $3.13M 0.06% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,885 shares; 2024Q4: 12,146 shares; 2025Q1: not loaded; 2025Q2: 19,342 shares; 2025Q3: 21,143 shares; 2025Q4: 31,083 shares; 2026Q1: 31,083 shares 31,083 $3.11M 0.06% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,938 shares; 2025Q4: 12,211 shares; 2026Q1: 12,211 shares 12,211 $3.09M 0.06% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,335 shares; 2024Q4: 34,892 shares; 2025Q1: not loaded; 2025Q2: 39,787 shares; 2025Q3: 34,613 shares; 2025Q4: 39,779 shares; 2026Q1: 39,779 shares 39,779 $3.08M 0.06% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,731 shares; 2024Q4: 22,170 shares; 2025Q1: not loaded; 2025Q2: 30,218 shares; 2025Q3: 28,286 shares; 2025Q4: 31,618 shares; 2026Q1: 31,618 shares 31,618 $3.01M 0.06% 0 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,919 shares; 2024Q4: 21,930 shares; 2025Q1: not loaded; 2025Q2: 24,489 shares; 2025Q3: 53,820 shares; 2025Q4: 132,595 shares; 2026Q1: 132,595 shares 132,595 $2.97M 0.06% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,594 shares; 2024Q4: 43,251 shares; 2025Q1: not loaded; 2025Q2: 72,760 shares; 2025Q3: 88,255 shares; 2025Q4: 116,657 shares; 2026Q1: 116,657 shares 116,657 $2.97M 0.06% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 3,620 shares; 2025Q1: not loaded; 2025Q2: 6,365 shares; 2025Q3: 4,876 shares; 2025Q4: 8,407 shares; 2026Q1: 8,407 shares 8,407 $2.95M 0.06% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,032 shares; 2025Q1: not loaded; 2025Q2: 4,081 shares; 2025Q3: 1,022 shares; 2025Q4: 7,581 shares; 2026Q1: 7,581 shares 7,581 $2.93M 0.06% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 6,314 shares; 2025Q1: not loaded; 2025Q2: 20,952 shares; 2025Q3: 21,722 shares; 2025Q4: 20,384 shares; 2026Q1: 20,384 shares 20,384 $2.93M 0.06% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: 7,576 shares; 2025Q1: not loaded; 2025Q2: 16,770 shares; 2025Q3: 19,195 shares; 2025Q4: 21,678 shares; 2026Q1: 21,678 shares 21,678 $2.93M 0.06% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 5,169 shares; 2025Q1: not loaded; 2025Q2: 7,372 shares; 2025Q3: 7,395 shares; 2025Q4: 10,797 shares; 2026Q1: 10,797 shares 10,797 $2.93M 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 3,340 shares; 2025Q1: not loaded; 2025Q2: 5,270 shares; 2025Q3: 4,288 shares; 2025Q4: 6,265 shares; 2026Q1: 6,265 shares 6,265 $2.92M 0.06% 0 Timeline BSV 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 10,215 shares; 2025Q4: 36,994 shares; 2026Q1: 36,994 shares 36,994 $2.92M 0.06% 0 Timeline JPUS 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,495 shares; 2025Q1: not loaded; 2025Q2: 27,593 shares; 2025Q3: 2,882 shares; 2025Q4: 23,509 shares; 2026Q1: 23,509 shares 23,509 $2.91M 0.06% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,551 shares; 2024Q4: 122,079 shares; 2025Q1: not loaded; 2025Q2: 114,124 shares; 2025Q3: 109,326 shares; 2025Q4: 116,159 shares; 2026Q1: 116,159 shares 116,159 $2.91M 0.06% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,756 shares; 2024Q4: 9,601 shares; 2025Q1: not loaded; 2025Q2: 16,609 shares; 2025Q3: 15,108 shares; 2025Q4: 20,751 shares; 2026Q1: 20,751 shares 20,751 $2.86M 0.06% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 6,704 shares; 2025Q1: not loaded; 2025Q2: 9,244 shares; 2025Q3: 9,467 shares; 2025Q4: 9,660 shares; 2026Q1: 9,660 shares 9,660 $2.86M 0.06% 0 Timeline JPST 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,321 shares; 2025Q1: not loaded; 2025Q2: 54,068 shares; 2025Q3: 27,082 shares; 2025Q4: 56,253 shares; 2026Q1: 56,253 shares 56,253 $2.85M 0.06% 0 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; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 2,947 shares; 2025Q1: not loaded; 2025Q2: 5,895 shares; 2025Q3: 6,729 shares; 2025Q4: 8,088 shares; 2026Q1: 8,088 shares 8,088 $2.84M 0.06% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,724 shares; 2024Q4: 6,036 shares; 2025Q1: not loaded; 2025Q2: 9,507 shares; 2025Q3: 8,823 shares; 2025Q4: 10,146 shares; 2026Q1: 10,146 shares 10,146 $2.83M 0.06% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 54,008 shares; 2025Q3: 59,272 shares; 2025Q4: 74,368 shares; 2026Q1: 74,368 shares 74,368 $2.83M 0.06% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 177,204 shares; 2025Q3: 11,926 shares; 2025Q4: 102,454 shares; 2026Q1: 102,454 shares 102,454 $2.81M 0.06% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,676 shares; 2025Q1: not loaded; 2025Q2: 17,995 shares; 2025Q3: 19,352 shares; 2025Q4: 117,328 shares; 2026Q1: 117,328 shares 117,328 $2.8M 0.06% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,277 shares; 2025Q1: not loaded; 2025Q2: 88,670 shares; 2025Q3: 34,127 shares; 2025Q4: 93,195 shares; 2026Q1: 93,195 shares 93,195 $2.8M 0.06% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,595 shares; 2025Q1: not loaded; 2025Q2: 4,149 shares; 2025Q3: 4,264 shares; 2025Q4: 8,288 shares; 2026Q1: 8,288 shares 8,288 $2.8M 0.05% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,364 shares; 2024Q4: 27,608 shares; 2025Q1: not loaded; 2025Q2: 41,250 shares; 2025Q3: 31,227 shares; 2025Q4: 46,418 shares; 2026Q1: 46,418 shares 46,418 $2.79M 0.05% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,909 shares; 2024Q4: 22,986 shares; 2025Q1: not loaded; 2025Q2: 41,763 shares; 2025Q3: 37,017 shares; 2025Q4: 58,117 shares; 2026Q1: 58,117 shares 58,117 $2.78M 0.05% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 2,672 shares; 2025Q1: not loaded; 2025Q2: 6,424 shares; 2025Q3: 4,776 shares; 2025Q4: 5,899 shares; 2026Q1: 5,899 shares 5,899 $2.77M 0.05% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,239 shares; 2024Q4: 19,805 shares; 2025Q1: not loaded; 2025Q2: 25,723 shares; 2025Q3: 27,073 shares; 2025Q4: 30,502 shares; 2026Q1: 30,502 shares 30,502 $2.76M 0.05% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 6,671 shares; 2025Q1: not loaded; 2025Q2: 10,071 shares; 2025Q3: 9,751 shares; 2025Q4: 12,033 shares; 2026Q1: 12,033 shares 12,033 $2.75M 0.05% 0 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,824 shares; 2026Q1: 93,824 shares 93,824 $2.75M 0.05% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 9,408 shares; 2025Q1: not loaded; 2025Q2: 13,433 shares; 2025Q3: 14,105 shares; 2025Q4: 20,684 shares; 2026Q1: 20,684 shares 20,684 $2.75M 0.05% 0 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,763 shares; 2024Q4: 395,681 shares; 2025Q1: not loaded; 2025Q2: 500,209 shares; 2025Q3: 500,305 shares; 2025Q4: 500,894 shares; 2026Q1: 500,894 shares 500,894 $2.74M 0.05% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 5,159 shares; 2025Q1: not loaded; 2025Q2: 10,783 shares; 2025Q3: 7,675 shares; 2025Q4: 9,992 shares; 2026Q1: 9,992 shares 9,992 $2.73M 0.05% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,575 shares; 2024Q4: 50,133 shares; 2025Q1: not loaded; 2025Q2: 92,652 shares; 2025Q3: 80,779 shares; 2025Q4: 206,830 shares; 2026Q1: 206,830 shares 206,830 $2.71M 0.05% 0 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,171 shares; 2026Q1: 54,171 shares 54,171 $2.71M 0.05% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 45,350 shares; 2025Q3: 55,685 shares; 2025Q4: 57,505 shares; 2026Q1: 57,505 shares 57,505 $2.71M 0.05% 0 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; 2024Q2: restricted; 2024Q3: 9,484 shares; 2024Q4: 11,703 shares; 2025Q1: not loaded; 2025Q2: 29,255 shares; 2025Q3: 23,462 shares; 2025Q4: 34,151 shares; 2026Q1: 34,151 shares 34,151 $2.71M 0.05% 0 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271,415 shares; 2026Q1: 271,415 shares 271,415 $2.7M 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,638 shares; 2024Q4: 12,681 shares; 2025Q1: not loaded; 2025Q2: 23,741 shares; 2025Q3: 14,321 shares; 2025Q4: 16,825 shares; 2026Q1: 16,825 shares 16,825 $2.69M 0.05% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 43,489 shares; 2025Q3: 47,915 shares; 2025Q4: 61,736 shares; 2026Q1: 61,736 shares 61,736 $2.69M 0.05% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,075 shares; 2024Q4: 16,244 shares; 2025Q1: not loaded; 2025Q2: 25,199 shares; 2025Q3: 20,126 shares; 2025Q4: 27,923 shares; 2026Q1: 27,923 shares 27,923 $2.68M 0.05% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,381 shares; 2025Q1: not loaded; 2025Q2: 12,058 shares; 2025Q3: 10,853 shares; 2025Q4: 12,043 shares; 2026Q1: 12,043 shares 12,043 $2.68M 0.05% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 24,308 shares; 2025Q4: 50,389 shares; 2026Q1: 50,389 shares 50,389 $2.66M 0.05% 0 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; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 4,809 shares; 2025Q1: not loaded; 2025Q2: 9,556 shares; 2025Q3: 8,256 shares; 2025Q4: 14,370 shares; 2026Q1: 14,370 shares 14,370 $2.65M 0.05% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,274 shares; 2024Q4: 14,704 shares; 2025Q1: not loaded; 2025Q2: 27,787 shares; 2025Q3: 25,935 shares; 2025Q4: 49,501 shares; 2026Q1: 49,501 shares 49,501 $2.64M 0.05% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,925 shares; 2024Q4: 11,805 shares; 2025Q1: not loaded; 2025Q2: 20,489 shares; 2025Q3: 20,170 shares; 2025Q4: 22,716 shares; 2026Q1: 22,716 shares 22,716 $2.64M 0.05% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,783 shares; 2025Q1: not loaded; 2025Q2: 6,703 shares; 2025Q3: 5,953 shares; 2025Q4: 14,985 shares; 2026Q1: 14,985 shares 14,985 $2.63M 0.05% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: 9,449 shares; 2025Q1: not loaded; 2025Q2: 17,531 shares; 2025Q3: 15,569 shares; 2025Q4: 20,327 shares; 2026Q1: 20,327 shares 20,327 $2.62M 0.05% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 6,127 shares; 2025Q1: not loaded; 2025Q2: 9,083 shares; 2025Q3: 6,863 shares; 2025Q4: 7,980 shares; 2026Q1: 7,980 shares 7,980 $2.59M 0.05% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,730 shares; 2024Q4: 25,484 shares; 2025Q1: not loaded; 2025Q2: 39,861 shares; 2025Q3: 22,578 shares; 2025Q4: 53,313 shares; 2026Q1: 53,313 shares 53,313 $2.58M 0.05% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 3,268 shares; 2025Q1: not loaded; 2025Q2: 3,861 shares; 2025Q3: 3,587 shares; 2025Q4: 4,999 shares; 2026Q1: 4,999 shares 4,999 $2.55M 0.05% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,380 shares; 2026Q1: 25,380 shares 25,380 $2.54M 0.05% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 81,432 shares; 2025Q3: 13,067 shares; 2025Q4: 76,798 shares; 2026Q1: 76,798 shares 76,798 $2.54M 0.05% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 5,237 shares; 2025Q1: not loaded; 2025Q2: 9,072 shares; 2025Q3: 9,586 shares; 2025Q4: 11,627 shares; 2026Q1: 11,627 shares 11,627 $2.52M 0.05% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 29,923 shares; 2025Q4: 91,075 shares; 2026Q1: 91,075 shares 91,075 $2.48M 0.05% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 6,258 shares; 2025Q1: not loaded; 2025Q2: 13,985 shares; 2025Q3: 14,674 shares; 2025Q4: 17,268 shares; 2026Q1: 17,268 shares 17,268 $2.48M 0.05% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,281 shares; 2024Q4: 15,191 shares; 2025Q1: not loaded; 2025Q2: 18,382 shares; 2025Q3: 17,454 shares; 2025Q4: 19,718 shares; 2026Q1: 19,718 shares 19,718 $2.46M 0.05% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 20,761 shares; 2025Q4: 56,589 shares; 2026Q1: 56,589 shares 56,589 $2.46M 0.05% 0 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; 2024Q2: restricted; 2024Q3: 28,521 shares; 2024Q4: 49,601 shares; 2025Q1: not loaded; 2025Q2: 57,351 shares; 2025Q3: 51,774 shares; 2025Q4: 51,765 shares; 2026Q1: 51,765 shares 51,765 $2.44M 0.05% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 2,991 shares; 2025Q1: not loaded; 2025Q2: 2,676 shares; 2025Q3: 1,631 shares; 2025Q4: 9,885 shares; 2026Q1: 9,885 shares 9,885 $2.43M 0.05% 0 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; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 1,666 shares; 2025Q1: not loaded; 2025Q2: 2,271 shares; 2025Q3: 1,911 shares; 2025Q4: 3,226 shares; 2026Q1: 3,226 shares 3,226 $2.43M 0.05% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 5,888 shares; 2025Q1: not loaded; 2025Q2: 9,347 shares; 2025Q3: 8,763 shares; 2025Q4: 12,875 shares; 2026Q1: 12,875 shares 12,875 $2.42M 0.05% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 4,019 shares; 2025Q1: not loaded; 2025Q2: 11,756 shares; 2025Q3: 8,469 shares; 2025Q4: 8,774 shares; 2026Q1: 8,774 shares 8,774 $2.41M 0.05% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,651 shares; 2024Q4: 16,812 shares; 2025Q1: not loaded; 2025Q2: 28,567 shares; 2025Q3: 26,834 shares; 2025Q4: 37,705 shares; 2026Q1: 37,705 shares 37,705 $2.41M 0.05% 0 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; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 2,392 shares; 2025Q1: not loaded; 2025Q2: 6,788 shares; 2025Q3: 3,464 shares; 2025Q4: 6,805 shares; 2026Q1: 6,805 shares 6,805 $2.4M 0.05% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 720 shares; 2025Q1: not loaded; 2025Q2: 21,873 shares; 2025Q3: 20,617 shares; 2025Q4: 26,272 shares; 2026Q1: 26,272 shares 26,272 $2.4M 0.05% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 2,809 shares; 2025Q1: not loaded; 2025Q2: 4,278 shares; 2025Q3: 4,223 shares; 2025Q4: 5,259 shares; 2026Q1: 5,259 shares 5,259 $2.38M 0.05% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 12,997 shares; 2025Q3: not reported; 2025Q4: 32,791 shares; 2026Q1: 32,791 shares 32,791 $2.38M 0.05% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,208 shares; 2025Q1: not loaded; 2025Q2: 5,321 shares; 2025Q3: 5,026 shares; 2025Q4: 13,184 shares; 2026Q1: 13,184 shares 13,184 $2.38M 0.05% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,157 shares; 2024Q4: 17,349 shares; 2025Q1: not loaded; 2025Q2: 21,267 shares; 2025Q3: 21,079 shares; 2025Q4: 23,107 shares; 2026Q1: 23,107 shares 23,107 $2.38M 0.05% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,748 shares; 2024Q4: 22,454 shares; 2025Q1: not loaded; 2025Q2: 36,239 shares; 2025Q3: 36,462 shares; 2025Q4: 46,540 shares; 2026Q1: 46,540 shares 46,540 $2.36M 0.05% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,595 shares; 2024Q4: 11,930 shares; 2025Q1: not loaded; 2025Q2: 43,992 shares; 2025Q3: 35,902 shares; 2025Q4: 35,513 shares; 2026Q1: 35,513 shares 35,513 $2.36M 0.05% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,069 shares; 2024Q4: 41,380 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,704 shares; 2026Q1: 42,704 shares 42,704 $2.34M 0.05% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 4,593 shares; 2025Q1: not loaded; 2025Q2: 6,631 shares; 2025Q3: 6,521 shares; 2025Q4: 11,098 shares; 2026Q1: 11,098 shares 11,098 $2.32M 0.05% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,223 shares; 2024Q4: 12,204 shares; 2025Q1: not loaded; 2025Q2: 17,657 shares; 2025Q3: 17,518 shares; 2025Q4: 18,289 shares; 2026Q1: 18,289 shares 18,289 $2.3M 0.05% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 8,008 shares; 2025Q1: not loaded; 2025Q2: 13,047 shares; 2025Q3: 10,127 shares; 2025Q4: 14,030 shares; 2026Q1: 14,030 shares 14,030 $2.28M 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,226 shares; 2024Q4: 10,702 shares; 2025Q1: not loaded; 2025Q2: 27,947 shares; 2025Q3: 16,542 shares; 2025Q4: 26,910 shares; 2026Q1: 26,910 shares 26,910 $2.27M 0.04% 0 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; 2024Q2: restricted; 2024Q3: 46,544 shares; 2024Q4: 54,234 shares; 2025Q1: not loaded; 2025Q2: 57,103 shares; 2025Q3: 68,377 shares; 2025Q4: 48,911 shares; 2026Q1: 48,911 shares 48,911 $2.27M 0.04% 0 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 16,406 shares; 2025Q1: not loaded; 2025Q2: 23,774 shares; 2025Q3: 23,727 shares; 2025Q4: 23,877 shares; 2026Q1: 23,877 shares 23,877 $2.26M 0.04% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,920 shares; 2024Q4: 22,574 shares; 2025Q1: not loaded; 2025Q2: 23,553 shares; 2025Q3: 24,966 shares; 2025Q4: 37,241 shares; 2026Q1: 37,241 shares 37,241 $2.25M 0.04% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,605 shares; 2024Q4: 10,320 shares; 2025Q1: not loaded; 2025Q2: 21,816 shares; 2025Q3: 15,321 shares; 2025Q4: 17,151 shares; 2026Q1: 17,151 shares 17,151 $2.23M 0.04% 0 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; 2024Q2: restricted; 2024Q3: 63,122 shares; 2024Q4: 150,993 shares; 2025Q1: not loaded; 2025Q2: 237,678 shares; 2025Q3: 279,934 shares; 2025Q4: 303,538 shares; 2026Q1: 303,538 shares 303,538 $2.22M 0.04% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,529 shares; 2025Q1: not loaded; 2025Q2: 4,398 shares; 2025Q3: 4,472 shares; 2025Q4: 10,869 shares; 2026Q1: 10,869 shares 10,869 $2.22M 0.04% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,683 shares; 2024Q4: 191,194 shares; 2025Q1: not loaded; 2025Q2: 189,276 shares; 2025Q3: 119,541 shares; 2025Q4: 111,891 shares; 2026Q1: 111,891 shares 111,891 $2.19M 0.04% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,344 shares; 2025Q1: not loaded; 2025Q2: 6,086 shares; 2025Q3: 4,968 shares; 2025Q4: 10,484 shares; 2026Q1: 10,484 shares 10,484 $2.18M 0.04% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 4,921 shares; 2025Q1: not loaded; 2025Q2: 6,305 shares; 2025Q3: 7,363 shares; 2025Q4: 8,297 shares; 2026Q1: 8,297 shares 8,297 $2.18M 0.04% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,196 shares; 2026Q1: 33,196 shares 33,196 $2.17M 0.04% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,954 shares; 2025Q4: 20,314 shares; 2026Q1: 20,314 shares 20,314 $2.17M 0.04% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 5,840 shares; 2025Q1: not loaded; 2025Q2: 7,152 shares; 2025Q3: 6,246 shares; 2025Q4: 7,496 shares; 2026Q1: 7,496 shares 7,496 $2.17M 0.04% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 2,270 shares; 2025Q1: not loaded; 2025Q2: 4,284 shares; 2025Q3: 4,262 shares; 2025Q4: 5,128 shares; 2026Q1: 5,128 shares 5,128 $2.16M 0.04% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 12,811 shares; 2025Q1: not loaded; 2025Q2: 20,956 shares; 2025Q3: 21,710 shares; 2025Q4: 25,910 shares; 2026Q1: 25,910 shares 25,910 $2.16M 0.04% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,582 shares; 2024Q4: 24,869 shares; 2025Q1: not loaded; 2025Q2: 38,985 shares; 2025Q3: 39,804 shares; 2025Q4: 40,678 shares; 2026Q1: 40,678 shares 40,678 $2.15M 0.04% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 5,829 shares; 2025Q1: not loaded; 2025Q2: 7,242 shares; 2025Q3: 6,408 shares; 2025Q4: 14,925 shares; 2026Q1: 14,925 shares 14,925 $2.15M 0.04% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 3,679 shares; 2025Q1: not loaded; 2025Q2: 10,811 shares; 2025Q3: 4,542 shares; 2025Q4: 8,707 shares; 2026Q1: 8,707 shares 8,707 $2.14M 0.04% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,854 shares; 2025Q1: not loaded; 2025Q2: 18,372 shares; 2025Q3: 17,778 shares; 2025Q4: 23,966 shares; 2026Q1: 23,966 shares 23,966 $2.14M 0.04% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 16,243 shares; 2025Q3: 16,247 shares; 2025Q4: 22,221 shares; 2026Q1: 22,221 shares 22,221 $2.13M 0.04% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,171 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,461 shares; 2026Q1: 20,461 shares 20,461 $2.13M 0.04% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 4,205 shares; 2025Q1: not loaded; 2025Q2: 5,438 shares; 2025Q3: 6,318 shares; 2025Q4: 9,203 shares; 2026Q1: 9,203 shares 9,203 $2.09M 0.04% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,863 shares; 2024Q4: 38,419 shares; 2025Q1: not loaded; 2025Q2: 69,468 shares; 2025Q3: 31,358 shares; 2025Q4: 42,671 shares; 2026Q1: 42,671 shares 42,671 $2.09M 0.04% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 10,702 shares; 2025Q4: 178,226 shares; 2026Q1: 178,226 shares 178,226 $2.09M 0.04% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 5,340 shares; 2025Q1: not loaded; 2025Q2: 21,758 shares; 2025Q3: 13,009 shares; 2025Q4: 17,995 shares; 2026Q1: 17,995 shares 17,995 $2.08M 0.04% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,049 shares; 2024Q4: 20,176 shares; 2025Q1: not loaded; 2025Q2: 41,183 shares; 2025Q3: 43,898 shares; 2025Q4: 45,392 shares; 2026Q1: 45,392 shares 45,392 $2.07M 0.04% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,029 shares; 2024Q4: 127,534 shares; 2025Q1: not loaded; 2025Q2: 143,115 shares; 2025Q3: 96,940 shares; 2025Q4: 115,743 shares; 2026Q1: 115,743 shares 115,743 $2.06M 0.04% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 2,265 shares; 2025Q1: not loaded; 2025Q2: 9,525 shares; 2025Q3: 8,161 shares; 2025Q4: 6,846 shares; 2026Q1: 6,846 shares 6,846 $2.06M 0.04% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,910 shares; 2024Q4: 13,588 shares; 2025Q1: not loaded; 2025Q2: 41,822 shares; 2025Q3: 26,462 shares; 2025Q4: 47,255 shares; 2026Q1: 47,255 shares 47,255 $2.06M 0.04% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 3,691 shares; 2025Q1: not loaded; 2025Q2: 6,342 shares; 2025Q3: 5,744 shares; 2025Q4: 9,714 shares; 2026Q1: 9,714 shares 9,714 $2.06M 0.04% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 4,534 shares; 2025Q1: not loaded; 2025Q2: 13,108 shares; 2025Q3: 9,735 shares; 2025Q4: 20,491 shares; 2026Q1: 20,491 shares 20,491 $2.04M 0.04% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,685 shares; 2025Q1: not loaded; 2025Q2: 12,069 shares; 2025Q3: 11,703 shares; 2025Q4: 23,212 shares; 2026Q1: 23,212 shares 23,212 $2.03M 0.04% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,073 shares; 2024Q4: 36,615 shares; 2025Q1: not loaded; 2025Q2: 43,268 shares; 2025Q3: 43,891 shares; 2025Q4: 59,789 shares; 2026Q1: 59,789 shares 59,789 $2.02M 0.04% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,570 shares; 2024Q4: 11,268 shares; 2025Q1: not loaded; 2025Q2: 22,051 shares; 2025Q3: 15,591 shares; 2025Q4: 25,475 shares; 2026Q1: 25,475 shares 25,475 $2.02M 0.04% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,411 shares; 2025Q1: not loaded; 2025Q2: 8,408 shares; 2025Q3: 7,988 shares; 2025Q4: 7,903 shares; 2026Q1: 7,903 shares 7,903 $2.02M 0.04% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,965 shares; 2025Q3: 2,406 shares; 2025Q4: 14,259 shares; 2026Q1: 14,259 shares 14,259 $2.01M 0.04% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,834 shares; 2024Q4: 12,884 shares; 2025Q1: not loaded; 2025Q2: 48,813 shares; 2025Q3: 29,173 shares; 2025Q4: 40,785 shares; 2026Q1: 40,785 shares 40,785 $2.01M 0.04% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 9,987 shares; 2025Q1: not loaded; 2025Q2: 13,109 shares; 2025Q3: 13,065 shares; 2025Q4: 16,991 shares; 2026Q1: 16,991 shares 16,991 $1.99M 0.04% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,496 shares; 2024Q4: 11,046 shares; 2025Q1: not loaded; 2025Q2: 14,061 shares; 2025Q3: 15,522 shares; 2025Q4: 25,655 shares; 2026Q1: 25,655 shares 25,655 $1.98M 0.04% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: 7,493 shares; 2025Q1: not loaded; 2025Q2: 12,385 shares; 2025Q3: 11,093 shares; 2025Q4: 12,261 shares; 2026Q1: 12,261 shares 12,261 $1.98M 0.04% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,474 shares; 2025Q3: 3,928 shares; 2025Q4: 21,426 shares; 2026Q1: 21,426 shares 21,426 $1.96M 0.04% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,771 shares; 2024Q4: 66,761 shares; 2025Q1: not loaded; 2025Q2: 46,121 shares; 2025Q3: 6,986 shares; 2025Q4: 56,505 shares; 2026Q1: 56,505 shares 56,505 $1.96M 0.04% 0 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,668 shares; 2025Q1: not loaded; 2025Q2: 39,597 shares; 2025Q3: 40,174 shares; 2025Q4: 66,989 shares; 2026Q1: 66,989 shares 66,989 $1.96M 0.04% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,691 shares; 2024Q4: 17,905 shares; 2025Q1: not loaded; 2025Q2: 21,387 shares; 2025Q3: 22,476 shares; 2025Q4: 26,537 shares; 2026Q1: 26,537 shares 26,537 $1.96M 0.04% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 16,929 shares; 2025Q4: 45,483 shares; 2026Q1: 45,483 shares 45,483 $1.96M 0.04% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,016 shares; 2026Q1: 34,016 shares 34,016 $1.95M 0.04% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 4,800 shares; 2025Q1: not loaded; 2025Q2: 6,308 shares; 2025Q3: 6,535 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares 6,200 $1.94M 0.04% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 5,572 shares; 2025Q1: not loaded; 2025Q2: 9,034 shares; 2025Q3: 7,408 shares; 2025Q4: 10,491 shares; 2026Q1: 10,491 shares 10,491 $1.94M 0.04% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,908 shares; 2025Q3: 11,593 shares; 2025Q4: 39,632 shares; 2026Q1: 39,632 shares 39,632 $1.93M 0.04% 0 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 8,992 shares; 2025Q4: 40,051 shares; 2026Q1: 40,051 shares 40,051 $1.93M 0.04% 0 Timeline VUSB 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 8,531 shares; 2025Q4: 38,696 shares; 2026Q1: 38,696 shares 38,696 $1.93M 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,011 shares; 2024Q4: 29,785 shares; 2025Q1: not loaded; 2025Q2: 43,236 shares; 2025Q3: 34,729 shares; 2025Q4: 51,941 shares; 2026Q1: 51,941 shares 51,941 $1.92M 0.04% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,615 shares; 2024Q4: 11,382 shares; 2025Q1: not loaded; 2025Q2: 28,804 shares; 2025Q3: 22,915 shares; 2025Q4: 30,615 shares; 2026Q1: 30,615 shares 30,615 $1.91M 0.04% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,392 shares; 2024Q4: 45,738 shares; 2025Q1: not loaded; 2025Q2: 60,099 shares; 2025Q3: 46,444 shares; 2025Q4: 54,846 shares; 2026Q1: 54,846 shares 54,846 $1.9M 0.04% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,666 shares; 2025Q1: not loaded; 2025Q2: 6,779 shares; 2025Q3: 6,989 shares; 2025Q4: 7,901 shares; 2026Q1: 7,901 shares 7,901 $1.9M 0.04% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,167 shares; 2024Q4: 99,992 shares; 2025Q1: not loaded; 2025Q2: 99,091 shares; 2025Q3: 95,865 shares; 2025Q4: 78,066 shares; 2026Q1: 78,066 shares 78,066 $1.9M 0.04% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,174 shares; 2024Q4: 13,739 shares; 2025Q1: not loaded; 2025Q2: 35,473 shares; 2025Q3: 11,188 shares; 2025Q4: 19,148 shares; 2026Q1: 19,148 shares 19,148 $1.9M 0.04% 0 Timeline GDMA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,092 shares; 2026Q1: 49,092 shares 49,092 $1.89M 0.04% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 109 shares; 2025Q1: not loaded; 2025Q2: 237 shares; 2025Q3: 239 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $1.89M 0.04% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,927 shares; 2024Q4: 14,606 shares; 2025Q1: not loaded; 2025Q2: 16,578 shares; 2025Q3: 17,684 shares; 2025Q4: 23,358 shares; 2026Q1: 23,358 shares 23,358 $1.87M 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 2,446 shares; 2025Q1: not loaded; 2025Q2: 4,357 shares; 2025Q3: 4,013 shares; 2025Q4: 4,785 shares; 2026Q1: 4,785 shares 4,785 $1.86M 0.04% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,218 shares; 2025Q1: not loaded; 2025Q2: 17,901 shares; 2025Q3: 3,122 shares; 2025Q4: 22,001 shares; 2026Q1: 22,001 shares 22,001 $1.86M 0.04% 0 Timeline XLU 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,403 shares; 2026Q1: 43,403 shares 43,403 $1.85M 0.04% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,166 shares; 2024Q4: 12,608 shares; 2025Q1: not loaded; 2025Q2: 41,311 shares; 2025Q3: 38,269 shares; 2025Q4: 34,414 shares; 2026Q1: 34,414 shares 34,414 $1.85M 0.04% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,987 shares; 2024Q4: 13,772 shares; 2025Q1: not loaded; 2025Q2: 21,698 shares; 2025Q3: 19,672 shares; 2025Q4: 23,450 shares; 2026Q1: 23,450 shares 23,450 $1.85M 0.04% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,859 shares; 2025Q1: not loaded; 2025Q2: 17,782 shares; 2025Q3: 11,300 shares; 2025Q4: 16,763 shares; 2026Q1: 16,763 shares 16,763 $1.85M 0.04% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 19,754 shares; 2025Q3: 21,687 shares; 2025Q4: 26,876 shares; 2026Q1: 26,876 shares 26,876 $1.84M 0.04% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,128 shares; 2024Q4: 13,682 shares; 2025Q1: not loaded; 2025Q2: 20,179 shares; 2025Q3: 12,372 shares; 2025Q4: 24,814 shares; 2026Q1: 24,814 shares 24,814 $1.82M 0.04% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,992 shares; 2024Q4: 36,173 shares; 2025Q1: not loaded; 2025Q2: 40,193 shares; 2025Q3: 34,607 shares; 2025Q4: 44,965 shares; 2026Q1: 44,965 shares 44,965 $1.82M 0.04% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 4,945 shares; 2025Q1: not loaded; 2025Q2: 17,558 shares; 2025Q3: 21,942 shares; 2025Q4: 39,030 shares; 2026Q1: 39,030 shares 39,030 $1.81M 0.04% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,767 shares; 2025Q1: not loaded; 2025Q2: 10,050 shares; 2025Q3: 5,759 shares; 2025Q4: 15,090 shares; 2026Q1: 15,090 shares 15,090 $1.81M 0.04% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 8,587 shares; 2025Q1: not loaded; 2025Q2: 12,109 shares; 2025Q3: 12,871 shares; 2025Q4: 15,392 shares; 2026Q1: 15,392 shares 15,392 $1.81M 0.04% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,153 shares; 2025Q1: not loaded; 2025Q2: 6,017 shares; 2025Q3: 4,589 shares; 2025Q4: 8,782 shares; 2026Q1: 8,782 shares 8,782 $1.8M 0.04% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,109 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,693 shares; 2026Q1: 67,693 shares 67,693 $1.79M 0.04% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,581 shares; 2024Q4: 20,443 shares; 2025Q1: not loaded; 2025Q2: 27,132 shares; 2025Q3: 26,729 shares; 2025Q4: 35,214 shares; 2026Q1: 35,214 shares 35,214 $1.79M 0.04% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,891 shares; 2024Q4: 18,479 shares; 2025Q1: not loaded; 2025Q2: 32,932 shares; 2025Q3: 26,838 shares; 2025Q4: 30,546 shares; 2026Q1: 30,546 shares 30,546 $1.79M 0.04% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,567 shares; 2026Q1: 38,567 shares 38,567 $1.78M 0.03% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,114 shares; 2024Q4: 45,423 shares; 2025Q1: not loaded; 2025Q2: 50,278 shares; 2025Q3: 64,676 shares; 2025Q4: 52,366 shares; 2026Q1: 52,366 shares 52,366 $1.77M 0.03% 0 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 147,783 shares; 2025Q3: 42,300 shares; 2025Q4: 87,045 shares; 2026Q1: 87,045 shares 87,045 $1.76M 0.03% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,249 shares; 2025Q1: not loaded; 2025Q2: 18,434 shares; 2025Q3: 4,494 shares; 2025Q4: 14,915 shares; 2026Q1: 14,915 shares 14,915 $1.76M 0.03% 0 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; 2024Q2: restricted; 2024Q3: 4,302 shares; 2024Q4: 7,389 shares; 2025Q1: not loaded; 2025Q2: 12,335 shares; 2025Q3: 11,179 shares; 2025Q4: 10,841 shares; 2026Q1: 10,841 shares 10,841 $1.76M 0.03% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,864 shares; 2025Q1: not loaded; 2025Q2: 10,328 shares; 2025Q3: 11,373 shares; 2025Q4: 21,534 shares; 2026Q1: 21,534 shares 21,534 $1.75M 0.03% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,532 shares; 2024Q4: 21,671 shares; 2025Q1: not loaded; 2025Q2: 43,172 shares; 2025Q3: 23,333 shares; 2025Q4: 30,733 shares; 2026Q1: 30,733 shares 30,733 $1.75M 0.03% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 6,612 shares; 2025Q1: not loaded; 2025Q2: 8,350 shares; 2025Q3: 8,015 shares; 2025Q4: 9,692 shares; 2026Q1: 9,692 shares 9,692 $1.75M 0.03% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 10,095 shares; 2025Q1: not loaded; 2025Q2: 14,778 shares; 2025Q3: 13,157 shares; 2025Q4: 23,434 shares; 2026Q1: 23,434 shares 23,434 $1.73M 0.03% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,712 shares; 2024Q4: 13,396 shares; 2025Q1: not loaded; 2025Q2: 10,535 shares; 2025Q3: 9,041 shares; 2025Q4: 58,709 shares; 2026Q1: 58,709 shares 58,709 $1.72M 0.03% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 9,280 shares; 2025Q1: not loaded; 2025Q2: 11,984 shares; 2025Q3: 15,222 shares; 2025Q4: 15,131 shares; 2026Q1: 15,131 shares 15,131 $1.72M 0.03% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,558 shares; 2024Q4: 15,717 shares; 2025Q1: not loaded; 2025Q2: 19,886 shares; 2025Q3: 19,501 shares; 2025Q4: 37,344 shares; 2026Q1: 37,344 shares 37,344 $1.71M 0.03% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,825 shares; 2025Q1: not loaded; 2025Q2: 64,308 shares; 2025Q3: 62,182 shares; 2025Q4: 62,848 shares; 2026Q1: 62,848 shares 62,848 $1.71M 0.03% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 16,560 shares; 2025Q4: 29,108 shares; 2026Q1: 29,108 shares 29,108 $1.69M 0.03% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,392 shares; 2025Q1: not loaded; 2025Q2: 14,775 shares; 2025Q3: 15,289 shares; 2025Q4: 15,446 shares; 2026Q1: 15,446 shares 15,446 $1.69M 0.03% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,084 shares; 2025Q3: 3,778 shares; 2025Q4: 6,128 shares; 2026Q1: 6,128 shares 6,128 $1.69M 0.03% 0 Timeline JIRE 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 6,371 shares; 2025Q4: 22,366 shares; 2026Q1: 22,366 shares 22,366 $1.67M 0.03% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,813 shares; 2024Q4: 38,252 shares; 2025Q1: not loaded; 2025Q2: 49,950 shares; 2025Q3: 51,015 shares; 2025Q4: 56,709 shares; 2026Q1: 56,709 shares 56,709 $1.67M 0.03% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,569 shares; 2026Q1: 56,569 shares 56,569 $1.67M 0.03% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 15,156 shares; 2025Q3: 19,662 shares; 2025Q4: 51,074 shares; 2026Q1: 51,074 shares 51,074 $1.67M 0.03% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,940 shares; 2025Q1: not loaded; 2025Q2: 19,703 shares; 2025Q3: 21,341 shares; 2025Q4: 37,480 shares; 2026Q1: 37,480 shares 37,480 $1.66M 0.03% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,163 shares; 2024Q4: 30,717 shares; 2025Q1: not loaded; 2025Q2: 35,227 shares; 2025Q3: 118,344 shares; 2025Q4: 37,107 shares; 2026Q1: 37,107 shares 37,107 $1.65M 0.03% 0 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 26,429 shares; 2025Q1: not loaded; 2025Q2: 33,604 shares; 2025Q3: 33,816 shares; 2025Q4: 34,640 shares; 2026Q1: 34,640 shares 34,640 $1.65M 0.03% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 9,650 shares; 2025Q3: 9,666 shares; 2025Q4: 14,565 shares; 2026Q1: 14,565 shares 14,565 $1.65M 0.03% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,757 shares; 2024Q4: 4,457 shares; 2025Q1: not loaded; 2025Q2: 4,062 shares; 2025Q3: 4,210 shares; 2025Q4: 3,890 shares; 2026Q1: 3,890 shares 3,890 $1.64M 0.03% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 12,077 shares; 2025Q3: 22,814 shares; 2025Q4: 84,138 shares; 2026Q1: 84,138 shares 84,138 $1.63M 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,795 shares; 2025Q4: 9,656 shares; 2026Q1: 9,656 shares 9,656 $1.62M 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 7,928 shares; 2025Q1: not loaded; 2025Q2: 13,282 shares; 2025Q3: 9,975 shares; 2025Q4: 9,826 shares; 2026Q1: 9,826 shares 9,826 $1.6M 0.03% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 15,034 shares; 2025Q3: 13,173 shares; 2025Q4: 22,284 shares; 2026Q1: 22,284 shares 22,284 $1.59M 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,129 shares; 2024Q4: 16,426 shares; 2025Q1: not loaded; 2025Q2: 45,990 shares; 2025Q3: 22,969 shares; 2025Q4: 24,894 shares; 2026Q1: 24,894 shares 24,894 $1.59M 0.03% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,096 shares; 2026Q1: 36,096 shares 36,096 $1.58M 0.03% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 847 shares; 2025Q1: not loaded; 2025Q2: 1,092 shares; 2025Q3: 1,018 shares; 2025Q4: 2,055 shares; 2026Q1: 2,055 shares 2,055 $1.57M 0.03% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,212 shares; 2024Q4: 5,789 shares; 2025Q1: not loaded; 2025Q2: 40,114 shares; 2025Q3: 26,544 shares; 2025Q4: 31,119 shares; 2026Q1: 31,119 shares 31,119 $1.57M 0.03% 0 Timeline PZA 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 16,196 shares; 2025Q3: 69,536 shares; 2025Q4: 67,637 shares; 2026Q1: 67,637 shares 67,637 $1.57M 0.03% 0 Timeline HELO 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 15,850 shares; 2025Q3: 10,724 shares; 2025Q4: 23,504 shares; 2026Q1: 23,504 shares 23,504 $1.56M 0.03% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,159 shares; 2025Q1: not loaded; 2025Q2: 32,808 shares; 2025Q3: 9,616 shares; 2025Q4: 24,209 shares; 2026Q1: 24,209 shares 24,209 $1.56M 0.03% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 5,258 shares; 2025Q4: 25,946 shares; 2026Q1: 25,946 shares 25,946 $1.54M 0.03% 0 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; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,617 shares; 2025Q1: not loaded; 2025Q2: 3,253 shares; 2025Q3: 3,068 shares; 2025Q4: 4,978 shares; 2026Q1: 4,978 shares 4,978 $1.54M 0.03% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,047 shares; 2025Q1: not loaded; 2025Q2: 2,121 shares; 2025Q3: 1,838 shares; 2025Q4: 4,317 shares; 2026Q1: 4,317 shares 4,317 $1.54M 0.03% 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; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 1,087 shares; 2025Q1: not loaded; 2025Q2: 1,652 shares; 2025Q3: 1,099 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares 1,527 $1.54M 0.03% 0 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; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 9,164 shares; 2025Q1: not loaded; 2025Q2: 17,795 shares; 2025Q3: 16,474 shares; 2025Q4: 20,732 shares; 2026Q1: 20,732 shares 20,732 $1.53M 0.03% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: 5,594 shares; 2025Q1: not loaded; 2025Q2: 9,225 shares; 2025Q3: 7,982 shares; 2025Q4: 9,414 shares; 2026Q1: 9,414 shares 9,414 $1.53M 0.03% 0 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; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 2,226 shares; 2025Q1: not loaded; 2025Q2: 3,435 shares; 2025Q3: 2,874 shares; 2025Q4: 6,136 shares; 2026Q1: 6,136 shares 6,136 $1.52M 0.03% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 1,588 shares; 2025Q1: not loaded; 2025Q2: 2,186 shares; 2025Q3: 2,044 shares; 2025Q4: 2,473 shares; 2026Q1: 2,473 shares 2,473 $1.51M 0.03% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 2,315 shares; 2025Q1: not loaded; 2025Q2: 6,932 shares; 2025Q3: 6,884 shares; 2025Q4: 7,334 shares; 2026Q1: 7,334 shares 7,334 $1.51M 0.03% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,212 shares; 2025Q1: not loaded; 2025Q2: 5,131 shares; 2025Q3: 4,856 shares; 2025Q4: 5,233 shares; 2026Q1: 5,233 shares 5,233 $1.51M 0.03% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,609 shares; 2024Q4: 34,635 shares; 2025Q1: not loaded; 2025Q2: 80,641 shares; 2025Q3: 79,500 shares; 2025Q4: 96,317 shares; 2026Q1: 96,317 shares 96,317 $1.5M 0.03% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 14,993 shares; 2025Q1: not loaded; 2025Q2: 22,342 shares; 2025Q3: 11,728 shares; 2025Q4: 14,289 shares; 2026Q1: 14,289 shares 14,289 $1.5M 0.03% 0 Timeline NEAR 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 19,104 shares; 2025Q4: 29,362 shares; 2026Q1: 29,362 shares 29,362 $1.5M 0.03% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 3,624 shares; 2025Q1: not loaded; 2025Q2: 6,939 shares; 2025Q3: 6,234 shares; 2025Q4: 8,549 shares; 2026Q1: 8,549 shares 8,549 $1.5M 0.03% 0 Timeline JMUB 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 7,610 shares; 2025Q4: 29,684 shares; 2026Q1: 29,684 shares 29,684 $1.5M 0.03% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 6,191 shares; 2025Q1: not loaded; 2025Q2: 10,800 shares; 2025Q3: 7,003 shares; 2025Q4: 26,456 shares; 2026Q1: 26,456 shares 26,456 $1.49M 0.03% 0 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 19,046 shares; 2025Q1: not loaded; 2025Q2: 27,297 shares; 2025Q3: 28,771 shares; 2025Q4: 27,735 shares; 2026Q1: 27,735 shares 27,735 $1.49M 0.03% 0 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,927 shares; 2026Q1: 59,927 shares 59,927 $1.49M 0.03% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,641 shares; 2024Q4: 13,002 shares; 2025Q1: not loaded; 2025Q2: 15,535 shares; 2025Q3: 15,742 shares; 2025Q4: 17,128 shares; 2026Q1: 17,128 shares 17,128 $1.48M 0.03% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,811 shares; 2025Q3: 6,007 shares; 2025Q4: 8,575 shares; 2026Q1: 8,575 shares 8,575 $1.48M 0.03% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 823 shares; 2025Q1: not loaded; 2025Q2: 973 shares; 2025Q3: 942 shares; 2025Q4: 1,109 shares; 2026Q1: 1,109 shares 1,109 $1.47M 0.03% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 7,813 shares; 2025Q1: not loaded; 2025Q2: 9,937 shares; 2025Q3: 10,111 shares; 2025Q4: 11,552 shares; 2026Q1: 11,552 shares 11,552 $1.47M 0.03% 0 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,001 shares; 2025Q1: not loaded; 2025Q2: 49,124 shares; 2025Q3: 48,490 shares; 2025Q4: 51,216 shares; 2026Q1: 51,216 shares 51,216 $1.47M 0.03% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,013 shares; 2025Q4: 7,352 shares; 2026Q1: 7,352 shares 7,352 $1.47M 0.03% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,425 shares; 2026Q1: 22,425 shares 22,425 $1.47M 0.03% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,269 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,970 shares; 2026Q1: 33,970 shares 33,970 $1.46M 0.03% 0 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; 2024Q2: restricted; 2024Q3: 8,354 shares; 2024Q4: 11,008 shares; 2025Q1: not loaded; 2025Q2: 17,351 shares; 2025Q3: 17,480 shares; 2025Q4: 20,970 shares; 2026Q1: 20,970 shares 20,970 $1.46M 0.03% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,931 shares; 2025Q1: not loaded; 2025Q2: 10,632 shares; 2025Q3: 10,761 shares; 2025Q4: 18,956 shares; 2026Q1: 18,956 shares 18,956 $1.45M 0.03% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,377 shares; 2025Q1: not loaded; 2025Q2: 2,854 shares; 2025Q3: 3,507 shares; 2025Q4: 6,616 shares; 2026Q1: 6,616 shares 6,616 $1.45M 0.03% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,514 shares; 2025Q1: not loaded; 2025Q2: 4,042 shares; 2025Q3: 7,373 shares; 2025Q4: 9,726 shares; 2026Q1: 9,726 shares 9,726 $1.45M 0.03% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,384 shares; 2025Q3: 2,117 shares; 2025Q4: 4,595 shares; 2026Q1: 4,595 shares 4,595 $1.45M 0.03% 0 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; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 1,286 shares; 2025Q1: not loaded; 2025Q2: 2,882 shares; 2025Q3: 2,299 shares; 2025Q4: 5,577 shares; 2026Q1: 5,577 shares 5,577 $1.44M 0.03% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 37,416 shares; 2025Q3: 42,695 shares; 2025Q4: 82,623 shares; 2026Q1: 82,623 shares 82,623 $1.43M 0.03% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,922 shares; 2025Q3: 6,438 shares; 2025Q4: 27,888 shares; 2026Q1: 27,888 shares 27,888 $1.42M 0.03% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,775 shares; 2025Q1: not loaded; 2025Q2: 30,041 shares; 2025Q3: 27,248 shares; 2025Q4: 49,093 shares; 2026Q1: 49,093 shares 49,093 $1.41M 0.03% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,478 shares; 2025Q4: 10,748 shares; 2026Q1: 10,748 shares 10,748 $1.41M 0.03% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 3,223 shares; 2025Q1: not loaded; 2025Q2: 5,087 shares; 2025Q3: 3,958 shares; 2025Q4: 7,532 shares; 2026Q1: 7,532 shares 7,532 $1.39M 0.03% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,715 shares; 2024Q4: 17,004 shares; 2025Q1: not loaded; 2025Q2: 27,296 shares; 2025Q3: 19,120 shares; 2025Q4: 36,301 shares; 2026Q1: 36,301 shares 36,301 $1.39M 0.03% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,827 shares; 2024Q4: 21,074 shares; 2025Q1: not loaded; 2025Q2: 23,135 shares; 2025Q3: 18,093 shares; 2025Q4: 20,568 shares; 2026Q1: 20,568 shares 20,568 $1.39M 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 12,953 shares; 2025Q1: not loaded; 2025Q2: 16,573 shares; 2025Q3: 18,840 shares; 2025Q4: 38,139 shares; 2026Q1: 38,139 shares 38,139 $1.38M 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,632 shares; 2025Q3: 5,240 shares; 2025Q4: 12,111 shares; 2026Q1: 12,111 shares 12,111 $1.38M 0.03% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 6,504 shares; 2025Q1: not loaded; 2025Q2: 12,590 shares; 2025Q3: 11,520 shares; 2025Q4: 13,041 shares; 2026Q1: 13,041 shares 13,041 $1.38M 0.03% 0 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; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 8,638 shares; 2025Q1: not loaded; 2025Q2: 10,320 shares; 2025Q3: 8,203 shares; 2025Q4: 17,004 shares; 2026Q1: 17,004 shares 17,004 $1.37M 0.03% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,235 shares; 2024Q4: 31,371 shares; 2025Q1: not loaded; 2025Q2: 46,050 shares; 2025Q3: 46,783 shares; 2025Q4: 78,396 shares; 2026Q1: 78,396 shares 78,396 $1.37M 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 235 shares; 2025Q1: not loaded; 2025Q2: 384 shares; 2025Q3: 380 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $1.37M 0.03% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,340 shares; 2024Q4: 24,329 shares; 2025Q1: not loaded; 2025Q2: 22,782 shares; 2025Q3: 22,219 shares; 2025Q4: 23,963 shares; 2026Q1: 23,963 shares 23,963 $1.36M 0.03% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,581 shares; 2025Q1: not loaded; 2025Q2: 10,950 shares; 2025Q3: 5,602 shares; 2025Q4: 12,035 shares; 2026Q1: 12,035 shares 12,035 $1.36M 0.03% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,013 shares; 2026Q1: 41,013 shares 41,013 $1.36M 0.03% 0 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; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 5,326 shares; 2025Q1: not loaded; 2025Q2: 14,268 shares; 2025Q3: 13,666 shares; 2025Q4: 18,840 shares; 2026Q1: 18,840 shares 18,840 $1.36M 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,744 shares; 2024Q4: 6,406 shares; 2025Q1: not loaded; 2025Q2: 12,620 shares; 2025Q3: 9,589 shares; 2025Q4: 13,817 shares; 2026Q1: 13,817 shares 13,817 $1.35M 0.03% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,484 shares; 2026Q1: 4,484 shares 4,484 $1.35M 0.03% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,035 shares; 2025Q1: not loaded; 2025Q2: 10,026 shares; 2025Q3: 9,541 shares; 2025Q4: 15,774 shares; 2026Q1: 15,774 shares 15,774 $1.35M 0.03% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,870 shares; 2025Q1: not loaded; 2025Q2: 5,985 shares; 2025Q3: 6,431 shares; 2025Q4: 6,815 shares; 2026Q1: 6,815 shares 6,815 $1.34M 0.03% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 12,150 shares; 2025Q1: not loaded; 2025Q2: 19,540 shares; 2025Q3: 16,720 shares; 2025Q4: 22,862 shares; 2026Q1: 22,862 shares 22,862 $1.33M 0.03% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 2,271 shares; 2025Q1: not loaded; 2025Q2: 3,919 shares; 2025Q3: 3,212 shares; 2025Q4: 3,477 shares; 2026Q1: 3,477 shares 3,477 $1.33M 0.03% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 2,035 shares; 2025Q1: not loaded; 2025Q2: 3,459 shares; 2025Q3: 3,329 shares; 2025Q4: 4,606 shares; 2026Q1: 4,606 shares 4,606 $1.32M 0.03% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 7,733 shares; 2025Q1: not loaded; 2025Q2: 44,846 shares; 2025Q3: 21,765 shares; 2025Q4: 32,785 shares; 2026Q1: 32,785 shares 32,785 $1.32M 0.03% 0 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,082 shares; 2026Q1: 36,082 shares 36,082 $1.31M 0.03% 0 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; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 3,653 shares; 2025Q1: not loaded; 2025Q2: 7,000 shares; 2025Q3: 5,225 shares; 2025Q4: 8,689 shares; 2026Q1: 8,689 shares 8,689 $1.31M 0.03% 0 Timeline