VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,934 shares; 2024Q4: 179,653 shares; 2025Q1: 194,392 shares; 2025Q2: 198,845 shares; 2025Q3: 211,026 shares; 2025Q4: 214,675 shares; 2026Q1: 214,106 shares; 2026Q2: 210,936 shares 210,936 $78.1M 5.24% -3,170 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,531 shares; 2024Q4: 95,423 shares; 2025Q1: 93,832 shares; 2025Q2: 90,146 shares; 2025Q3: 88,746 shares; 2025Q4: 88,336 shares; 2026Q1: 80,807 shares; 2026Q2: 637,972 shares 637,972 $76.3M 5.12% +557,165 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; 2024Q3: 320,933 shares; 2024Q4: 327,381 shares; 2025Q1: 408,093 shares; 2025Q2: 592,919 shares; 2025Q3: 637,639 shares; 2025Q4: 692,609 shares; 2026Q1: 710,952 shares; 2026Q2: 740,912 shares 740,912 $65.1M 4.37% +29,960 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656,746 shares; 2024Q4: 2,037,851 shares; 2025Q1: 2,125,048 shares; 2025Q2: 2,025,879 shares; 2025Q3: 2,019,089 shares; 2025Q4: 2,032,771 shares; 2026Q1: 2,119,640 shares; 2026Q2: 2,072,831 shares 2,072,831 $60M 4.03% -46,809 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,036 shares; 2024Q4: 129,980 shares; 2025Q1: 124,531 shares; 2025Q2: 129,097 shares; 2025Q3: 135,918 shares; 2025Q4: 289,404 shares; 2026Q1: 298,721 shares; 2026Q2: 285,011 shares 285,011 $54.3M 3.65% -13,710 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474,207 shares; 2024Q4: 471,397 shares; 2025Q1: 485,279 shares; 2025Q2: 469,701 shares; 2025Q3: 473,930 shares; 2025Q4: 480,838 shares; 2026Q1: 491,313 shares; 2026Q2: 486,009 shares 486,009 $41.5M 2.79% -5,304 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486,754 shares; 2024Q4: 535,162 shares; 2025Q1: 603,360 shares; 2025Q2: 576,197 shares; 2025Q3: 613,792 shares; 2025Q4: 712,397 shares; 2026Q1: 733,804 shares; 2026Q2: 729,218 shares 729,218 $33.2M 2.23% -4,586 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,038,507 shares; 2025Q4: 1,009,318 shares; 2026Q1: 1,052,246 shares; 2026Q2: 1,062,444 shares 1,062,444 $29.5M 1.98% +10,198 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,408 shares; 2024Q4: 93,663 shares; 2025Q1: 91,744 shares; 2025Q2: 94,705 shares; 2025Q3: 92,729 shares; 2025Q4: 92,302 shares; 2026Q1: 89,261 shares; 2026Q2: 89,618 shares 89,618 $27.2M 1.83% +357 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,272 shares; 2024Q4: 876,137 shares; 2025Q1: 873,465 shares; 2025Q2: 859,916 shares; 2025Q3: 837,192 shares; 2025Q4: 826,182 shares; 2026Q1: 815,782 shares; 2026Q2: 835,375 shares 835,375 $24.6M 1.65% +19,593 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,129 shares; 2024Q4: 657,511 shares; 2025Q1: 672,250 shares; 2025Q2: 730,249 shares; 2025Q3: 804,729 shares; 2025Q4: 830,325 shares; 2026Q1: 742,117 shares; 2026Q2: 725,363 shares 725,363 $24.5M 1.65% -16,754 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,128 shares; 2024Q4: 34,351 shares; 2025Q1: 36,379 shares; 2025Q2: 32,518 shares; 2025Q3: 32,890 shares; 2025Q4: 33,016 shares; 2026Q1: 32,892 shares; 2026Q2: 32,486 shares 32,486 $24.3M 1.63% -406 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,508 shares; 2024Q4: 230,787 shares; 2025Q1: 260,092 shares; 2025Q2: 342,632 shares; 2025Q3: 338,710 shares; 2025Q4: 353,925 shares; 2026Q1: 330,479 shares; 2026Q2: 312,358 shares 312,358 $22.9M 1.54% -18,121 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,551 shares; 2024Q4: 179,858 shares; 2025Q1: 197,488 shares; 2025Q2: 233,683 shares; 2025Q3: 255,037 shares; 2025Q4: 273,520 shares; 2026Q1: 290,503 shares; 2026Q2: 285,697 shares 285,697 $22.6M 1.52% -4,806 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422,890 shares; 2024Q4: 396,986 shares; 2025Q1: 359,196 shares; 2025Q2: 330,248 shares; 2025Q3: 315,052 shares; 2025Q4: 331,265 shares; 2026Q1: 346,364 shares; 2026Q2: 359,071 shares 359,071 $20.9M 1.4% +12,707 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 781,039 shares; 2025Q4: 791,606 shares; 2026Q1: 774,685 shares; 2026Q2: 802,839 shares 802,839 $20.9M 1.4% +28,154 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,039 shares; 2024Q4: 76,594 shares; 2025Q1: 75,446 shares; 2025Q2: 72,102 shares; 2025Q3: 71,858 shares; 2025Q4: 71,850 shares; 2026Q1: 71,197 shares; 2026Q2: 68,915 shares 68,915 $19.9M 1.34% -2,282 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,370 shares; 2024Q4: 698,213 shares; 2025Q1: 709,518 shares; 2025Q2: 653,127 shares; 2025Q3: 677,148 shares; 2025Q4: 701,765 shares; 2026Q1: 713,571 shares; 2026Q2: 710,794 shares 710,794 $19.7M 1.32% -2,777 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,103 shares; 2024Q4: 208,158 shares; 2025Q1: 203,400 shares; 2025Q2: 217,610 shares; 2025Q3: 194,948 shares; 2025Q4: 203,994 shares; 2026Q1: 216,614 shares; 2026Q2: 199,322 shares 199,322 $19.3M 1.29% -17,292 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; 2024Q3: 254,578 shares; 2024Q4: 237,157 shares; 2025Q1: 279,885 shares; 2025Q2: 336,558 shares; 2025Q3: 354,633 shares; 2025Q4: 353,297 shares; 2026Q1: 376,638 shares; 2026Q2: 318,063 shares 318,063 $18.8M 1.26% -58,575 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,386 shares; 2024Q4: 290,140 shares; 2025Q1: 295,333 shares; 2025Q2: 306,239 shares; 2025Q3: 309,126 shares; 2025Q4: 310,182 shares; 2026Q1: 313,519 shares; 2026Q2: 312,928 shares 312,928 $18M 1.21% -591 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,109 shares; 2024Q4: 72,503 shares; 2025Q1: 70,039 shares; 2025Q2: 65,150 shares; 2025Q3: 62,633 shares; 2025Q4: 62,176 shares; 2026Q1: 58,724 shares; 2026Q2: 56,991 shares 56,991 $17M 1.14% -1,733 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,543 shares; 2024Q4: 89,579 shares; 2025Q1: 85,181 shares; 2025Q2: 76,675 shares; 2025Q3: 83,560 shares; 2025Q4: 166,078 shares; 2026Q1: 153,254 shares; 2026Q2: 144,694 shares 144,694 $17M 1.14% -8,560 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,086 shares; 2024Q4: 377,657 shares; 2025Q1: 370,032 shares; 2025Q2: 318,649 shares; 2025Q3: 365,041 shares; 2025Q4: 356,666 shares; 2026Q1: 317,870 shares; 2026Q2: 310,703 shares 310,703 $16.7M 1.12% -7,167 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,086 shares; 2024Q4: 107,223 shares; 2025Q1: 106,661 shares; 2025Q2: 106,899 shares; 2025Q3: 106,457 shares; 2025Q4: 104,952 shares; 2026Q1: 101,638 shares; 2026Q2: 99,882 shares 99,882 $16.4M 1.1% -1,756 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,940 shares; 2024Q4: 153,601 shares; 2025Q1: 165,125 shares; 2025Q2: 174,568 shares; 2025Q3: 154,985 shares; 2025Q4: 153,253 shares; 2026Q1: 150,548 shares; 2026Q2: 151,813 shares 151,813 $16.3M 1.09% +1,265 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,466 shares; 2024Q4: 70,574 shares; 2025Q1: 84,749 shares; 2025Q2: 85,250 shares; 2025Q3: 93,654 shares; 2025Q4: 90,919 shares; 2026Q1: 86,728 shares; 2026Q2: 82,260 shares 82,260 $15.2M 1.02% -4,468 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,073 shares; 2025Q1: 9,870 shares; 2025Q2: 90,445 shares; 2025Q3: 134,782 shares; 2025Q4: 183,190 shares; 2026Q1: 251,459 shares; 2026Q2: 284,435 shares 284,435 $15.2M 1.02% +32,976 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; 2024Q3: 108,161 shares; 2024Q4: 138,673 shares; 2025Q1: 149,223 shares; 2025Q2: 182,191 shares; 2025Q3: 224,059 shares; 2025Q4: 233,011 shares; 2026Q1: 250,366 shares; 2026Q2: 296,264 shares 296,264 $15M 1.01% +45,898 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,039 shares; 2024Q4: 65,173 shares; 2025Q1: 59,264 shares; 2025Q2: 42,216 shares; 2025Q3: 41,393 shares; 2025Q4: 40,859 shares; 2026Q1: 40,632 shares; 2026Q2: 40,212 shares 40,212 $15M 1.01% -420 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,598 shares; 2024Q4: 206,019 shares; 2025Q1: 210,152 shares; 2025Q2: 207,691 shares; 2025Q3: 210,525 shares; 2025Q4: 209,498 shares; 2026Q1: 211,868 shares; 2026Q2: 210,799 shares 210,799 $14.2M 0.96% -1,069 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,143 shares; 2024Q4: 117,137 shares; 2025Q1: 115,965 shares; 2025Q2: 114,037 shares; 2025Q3: 110,403 shares; 2025Q4: 109,156 shares; 2026Q1: 100,902 shares; 2026Q2: 99,170 shares 99,170 $13.1M 0.88% -1,732 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,415 shares; 2024Q4: 84,714 shares; 2025Q1: 106,788 shares; 2025Q2: 87,155 shares; 2025Q3: 86,450 shares; 2025Q4: 83,366 shares; 2026Q1: 80,772 shares; 2026Q2: 79,947 shares 79,947 $12.5M 0.84% -825 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,801 shares; 2024Q4: 141,935 shares; 2025Q1: 153,961 shares; 2025Q2: 177,602 shares; 2025Q3: 185,012 shares; 2025Q4: 194,936 shares; 2026Q1: 226,895 shares; 2026Q2: 237,189 shares 237,189 $12M 0.8% +10,294 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,942 shares; 2024Q4: 387,663 shares; 2025Q1: 413,481 shares; 2025Q2: 429,060 shares; 2025Q3: 480,559 shares; 2025Q4: 508,361 shares; 2026Q1: 527,177 shares; 2026Q2: 517,825 shares 517,825 $11.5M 0.78% -9,352 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,755 shares; 2024Q4: 118,602 shares; 2025Q1: 117,678 shares; 2025Q2: 114,816 shares; 2025Q3: 120,880 shares; 2025Q4: 120,930 shares; 2026Q1: 136,447 shares; 2026Q2: 137,989 shares 137,989 $11.4M 0.77% +1,542 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,023 shares; 2024Q4: 78,117 shares; 2025Q1: 86,533 shares; 2025Q2: 76,805 shares; 2025Q3: 74,957 shares; 2025Q4: 81,630 shares; 2026Q1: 78,986 shares; 2026Q2: 67,750 shares 67,750 $10.7M 0.72% -11,236 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,244 shares; 2025Q3: 163,469 shares; 2025Q4: 180,812 shares; 2026Q1: 193,227 shares; 2026Q2: 216,414 shares 216,414 $10.2M 0.68% +23,187 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,288 shares; 2024Q4: 102,830 shares; 2025Q1: 106,276 shares; 2025Q2: 113,912 shares; 2025Q3: 112,393 shares; 2025Q4: 112,219 shares; 2026Q1: 112,282 shares; 2026Q2: 117,122 shares 117,122 $9.81M 0.66% +4,840 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; 2024Q3: 36,402 shares; 2024Q4: 36,447 shares; 2025Q1: 36,389 shares; 2025Q2: 36,361 shares; 2025Q3: 36,233 shares; 2025Q4: 35,553 shares; 2026Q1: 34,159 shares; 2026Q2: 32,038 shares 32,038 $9.71M 0.65% -2,121 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,818 shares; 2024Q4: 14,863 shares; 2025Q1: 14,737 shares; 2025Q2: 12,974 shares; 2025Q3: 13,069 shares; 2025Q4: 12,946 shares; 2026Q1: 12,963 shares; 2026Q2: 12,822 shares 12,822 $9.58M 0.64% -141 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,486 shares; 2024Q4: 72,873 shares; 2025Q1: 72,113 shares; 2025Q2: 76,497 shares; 2025Q3: 80,716 shares; 2025Q4: 70,557 shares; 2026Q1: 82,589 shares; 2026Q2: 83,217 shares 83,217 $9.08M 0.61% +628 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,138 shares; 2024Q4: 93,028 shares; 2025Q1: 73,494 shares; 2025Q2: 66,936 shares; 2025Q3: 76,565 shares; 2025Q4: 150,757 shares; 2026Q1: 146,204 shares; 2026Q2: 168,827 shares 168,827 $8.97M 0.6% +22,623 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,988 shares; 2024Q4: 19,090 shares; 2025Q1: 18,760 shares; 2025Q2: 18,623 shares; 2025Q3: 18,450 shares; 2025Q4: 18,212 shares; 2026Q1: 18,003 shares; 2026Q2: 17,001 shares 17,001 $8.51M 0.57% -1,002 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,211 shares; 2024Q4: 8,974 shares; 2025Q1: 8,400 shares; 2025Q2: 7,671 shares; 2025Q3: 7,344 shares; 2025Q4: 7,217 shares; 2026Q1: 6,851 shares; 2026Q2: 6,633 shares 6,633 $7.96M 0.53% -218 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,141 shares; 2024Q4: 10,984 shares; 2025Q1: 11,900 shares; 2025Q2: 11,284 shares; 2025Q3: 11,141 shares; 2025Q4: 12,197 shares; 2026Q1: 11,736 shares; 2026Q2: 10,503 shares 10,503 $7.73M 0.52% -1,233 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,226 shares; 2024Q4: 25,960 shares; 2025Q1: 25,210 shares; 2025Q2: 24,032 shares; 2025Q3: 23,548 shares; 2025Q4: 23,075 shares; 2026Q1: 22,195 shares; 2026Q2: 21,425 shares 21,425 $7.66M 0.51% -770 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,295 shares 74,295 $7.49M 0.5% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,863 shares; 2024Q4: 191,026 shares; 2025Q1: 198,301 shares; 2025Q2: 177,368 shares; 2025Q3: 181,348 shares; 2025Q4: 187,394 shares; 2026Q1: 202,400 shares; 2026Q2: 196,138 shares 196,138 $7.11M 0.48% -6,262 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,527 shares; 2024Q4: 48,651 shares; 2025Q1: 50,577 shares; 2025Q2: 86,684 shares; 2025Q3: 91,973 shares; 2025Q4: 102,031 shares; 2026Q1: 120,091 shares; 2026Q2: 133,067 shares 133,067 $6.89M 0.46% +12,976 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,389 shares; 2024Q4: 63,245 shares; 2025Q1: 63,217 shares; 2025Q2: 64,042 shares; 2025Q3: 64,803 shares; 2025Q4: 64,078 shares; 2026Q1: 64,040 shares; 2026Q2: 64,191 shares 64,191 $6.13M 0.41% +151 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,015 shares; 2024Q4: 25,559 shares; 2025Q1: 24,813 shares; 2025Q2: 24,811 shares; 2025Q3: 24,667 shares; 2025Q4: 23,876 shares; 2026Q1: 23,717 shares; 2026Q2: 23,717 shares 23,717 $5.98M 0.4% 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; 2024Q3: 63,499 shares; 2024Q4: 124,018 shares; 2025Q1: 126,989 shares; 2025Q2: 123,571 shares; 2025Q3: 125,464 shares; 2025Q4: 123,395 shares; 2026Q1: 118,172 shares; 2026Q2: 239,495 shares 239,495 $5.78M 0.39% +121,323 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,312 shares; 2024Q4: 31,014 shares; 2025Q1: 30,925 shares; 2025Q2: 30,520 shares; 2025Q3: 29,532 shares; 2025Q4: 29,620 shares; 2026Q1: 29,877 shares; 2026Q2: 31,097 shares 31,097 $5.72M 0.38% +1,220 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,058 shares; 2024Q4: 6,769 shares; 2025Q1: 6,001 shares; 2025Q2: 9,487 shares; 2025Q3: 9,699 shares; 2025Q4: 10,594 shares; 2026Q1: 9,734 shares; 2026Q2: 62,074 shares 62,074 $5.35M 0.36% +52,340 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,745 shares; 2024Q4: 24,455 shares; 2025Q1: 22,730 shares; 2025Q2: 21,946 shares; 2025Q3: 21,709 shares; 2025Q4: 21,068 shares; 2026Q1: 21,228 shares; 2026Q2: 20,928 shares 20,928 $5.31M 0.36% -300 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,436 shares; 2024Q4: 43,669 shares; 2025Q1: 43,882 shares; 2025Q2: 43,764 shares; 2025Q3: 41,087 shares; 2025Q4: 40,715 shares; 2026Q1: 52,656 shares; 2026Q2: 53,188 shares 53,188 $5.26M 0.35% +532 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,427 shares; 2024Q4: 173,159 shares; 2025Q1: 163,176 shares; 2025Q2: 145,569 shares; 2025Q3: 142,620 shares; 2025Q4: 149,589 shares; 2026Q1: 150,183 shares; 2026Q2: 141,443 shares 141,443 $5.11M 0.34% -8,740 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,493 shares; 2024Q4: 5,421 shares; 2025Q1: 5,031 shares; 2025Q2: 4,981 shares; 2025Q3: 4,981 shares; 2025Q4: 4,953 shares; 2026Q1: 4,878 shares; 2026Q2: 4,745 shares 4,745 $5.05M 0.34% -133 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,536 shares; 2024Q4: 58,492 shares; 2025Q1: 41,276 shares; 2025Q2: 41,016 shares; 2025Q3: 79,066 shares; 2025Q4: 67,421 shares; 2026Q1: 89,202 shares; 2026Q2: 95,702 shares 95,702 $5.01M 0.34% +6,500 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,727 shares; 2025Q3: 156,199 shares; 2025Q4: 164,527 shares; 2026Q1: 163,542 shares; 2026Q2: 172,324 shares 172,324 $5M 0.34% +8,782 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,624 shares; 2024Q4: 107,340 shares; 2025Q1: 112,707 shares; 2025Q2: 115,312 shares; 2025Q3: 102,664 shares; 2025Q4: 70,779 shares; 2026Q1: 57,475 shares; 2026Q2: 52,017 shares 52,017 $4.92M 0.33% -5,458 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; 2024Q3: 1,574 shares; 2024Q4: 1,581 shares; 2025Q1: 1,584 shares; 2025Q2: 7,434 shares; 2025Q3: 7,438 shares; 2025Q4: 7,167 shares; 2026Q1: 13,725 shares; 2026Q2: 14,122 shares 14,122 $4.86M 0.33% +397 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,180 shares; 2024Q4: 13,938 shares; 2025Q1: 13,884 shares; 2025Q2: 13,244 shares; 2025Q3: 13,271 shares; 2025Q4: 14,044 shares; 2026Q1: 14,434 shares; 2026Q2: 13,647 shares 13,647 $4.82M 0.32% -787 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,462 shares; 2024Q4: 37,110 shares; 2025Q1: 35,256 shares; 2025Q2: 36,928 shares; 2025Q3: 35,245 shares; 2025Q4: 34,761 shares; 2026Q1: 32,897 shares; 2026Q2: 32,063 shares 32,063 $4.76M 0.32% -834 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 6,647 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 12,079 shares; 2025Q4: 1,602 shares; 2026Q1: 1,578 shares; 2026Q2: 13,697 shares 13,697 $4.7M 0.32% +12,119 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,722 shares; 2024Q4: 73,699 shares; 2025Q1: 73,601 shares; 2025Q2: 75,149 shares; 2025Q3: 75,047 shares; 2025Q4: 76,952 shares; 2026Q1: 78,045 shares; 2026Q2: 78,491 shares 78,491 $4.69M 0.31% +446 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,789 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,841 shares 51,841 $4.67M 0.31% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,935 shares; 2024Q4: 3,910 shares; 2025Q1: 3,760 shares; 2025Q2: 3,523 shares; 2025Q3: 3,535 shares; 2025Q4: 3,482 shares; 2026Q1: 6,091 shares; 2026Q2: 6,706 shares 6,706 $4.61M 0.31% +615 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,228 shares; 2024Q4: 16,438 shares; 2025Q1: 16,652 shares; 2025Q2: 16,532 shares; 2025Q3: 16,596 shares; 2025Q4: 16,906 shares; 2026Q1: 18,303 shares; 2026Q2: 19,123 shares 19,123 $4.56M 0.31% +820 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; 2024Q3: 114,007 shares; 2024Q4: 109,592 shares; 2025Q1: 107,843 shares; 2025Q2: 97,842 shares; 2025Q3: 92,508 shares; 2025Q4: 88,012 shares; 2026Q1: 81,371 shares; 2026Q2: 58,139 shares 58,139 $4.53M 0.3% -23,232 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,565 shares 85,565 $4.47M 0.3% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,476 shares; 2024Q4: 5,457 shares; 2025Q1: 5,070 shares; 2025Q2: 5,005 shares; 2025Q3: 4,984 shares; 2025Q4: 4,961 shares; 2026Q1: 4,742 shares; 2026Q2: 4,740 shares 4,740 $4.43M 0.3% -2 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,037 shares; 2024Q4: 34,037 shares; 2025Q1: 33,773 shares; 2025Q2: 32,969 shares; 2025Q3: 32,966 shares; 2025Q4: 32,958 shares; 2026Q1: 32,845 shares; 2026Q2: 32,058 shares 32,058 $4.41M 0.3% -787 Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169,946 shares 169,946 $4.35M 0.29% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,158 shares; 2024Q4: 48,317 shares; 2025Q1: 38,143 shares; 2025Q2: 37,057 shares; 2025Q3: 28,788 shares; 2025Q4: 24,772 shares; 2026Q1: 21,895 shares; 2026Q2: 18,916 shares 18,916 $4.12M 0.28% -2,979 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,064 shares; 2024Q4: 37,887 shares; 2025Q1: 37,605 shares; 2025Q2: 37,194 shares; 2025Q3: 36,654 shares; 2025Q4: 35,914 shares; 2026Q1: 29,876 shares; 2026Q2: 27,645 shares 27,645 $4.05M 0.27% -2,231 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,225 shares; 2024Q4: 51,875 shares; 2025Q1: 51,136 shares; 2025Q2: 46,117 shares; 2025Q3: 45,487 shares; 2025Q4: 45,314 shares; 2026Q1: 52,542 shares; 2026Q2: 48,591 shares 48,591 $4.04M 0.27% -3,951 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,560 shares; 2024Q4: 131,939 shares; 2025Q1: 142,191 shares; 2025Q2: 118,254 shares; 2025Q3: 115,405 shares; 2025Q4: 116,709 shares; 2026Q1: 120,758 shares; 2026Q2: 125,203 shares 125,203 $3.97M 0.27% +4,445 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,788 shares; 2024Q4: 6,410 shares; 2025Q1: 6,132 shares; 2025Q2: 6,076 shares; 2025Q3: 5,861 shares; 2025Q4: 5,722 shares; 2026Q1: 5,547 shares; 2026Q2: 5,475 shares 5,475 $3.9M 0.26% -72 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,009 shares; 2024Q4: 30,471 shares; 2025Q1: 26,992 shares; 2025Q2: 20,867 shares; 2025Q3: 19,637 shares; 2025Q4: 19,506 shares; 2026Q1: 18,627 shares; 2026Q2: 17,708 shares 17,708 $3.88M 0.26% -919 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,764 shares; 2024Q4: 44,238 shares; 2025Q1: 86,506 shares; 2025Q2: 74,535 shares; 2025Q3: 87,322 shares; 2025Q4: 96,510 shares; 2026Q1: 84,547 shares; 2026Q2: 51,313 shares 51,313 $3.86M 0.26% -33,234 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,962 shares; 2024Q4: 66,996 shares; 2025Q1: 39,020 shares; 2025Q2: 103,054 shares; 2025Q3: 59,816 shares; 2025Q4: 46,591 shares; 2026Q1: 48,469 shares; 2026Q2: 49,167 shares 49,167 $3.73M 0.25% +698 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,754 shares; 2024Q4: 9,172 shares; 2025Q1: 9,172 shares; 2025Q2: 9,169 shares; 2025Q3: 9,269 shares; 2025Q4: 9,503 shares; 2026Q1: 17,531 shares; 2026Q2: 18,413 shares 18,413 $3.68M 0.25% +882 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,156 shares; 2024Q4: 15,129 shares; 2025Q1: 14,964 shares; 2025Q2: 14,142 shares; 2025Q3: 13,968 shares; 2025Q4: 13,793 shares; 2026Q1: 13,664 shares; 2026Q2: 13,544 shares 13,544 $3.66M 0.25% -120 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,861 shares; 2024Q4: 11,506 shares; 2025Q1: 16,349 shares; 2025Q2: 18,917 shares; 2025Q3: 18,909 shares; 2025Q4: 18,175 shares; 2026Q1: 18,058 shares; 2026Q2: 18,059 shares 18,059 $3.66M 0.25% +1 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,756 shares; 2024Q4: 41,366 shares; 2025Q1: 40,719 shares; 2025Q2: 37,655 shares; 2025Q3: 36,705 shares; 2025Q4: 36,528 shares; 2026Q1: 33,717 shares; 2026Q2: 31,065 shares 31,065 $3.65M 0.25% -2,652 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; 2024Q3: 8,488 shares; 2024Q4: 8,761 shares; 2025Q1: 10,174 shares; 2025Q2: 9,381 shares; 2025Q3: 57,384 shares; 2025Q4: 78,829 shares; 2026Q1: 71,636 shares; 2026Q2: 145,877 shares 145,877 $3.6M 0.24% +74,241 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,146 shares; 2024Q4: 6,192 shares; 2025Q1: 7,066 shares; 2025Q2: 6,359 shares; 2025Q3: 6,180 shares; 2025Q4: 6,415 shares; 2026Q1: 8,492 shares; 2026Q2: 8,830 shares 8,830 $3.5M 0.24% +338 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,756 shares; 2024Q4: 13,000 shares; 2025Q1: 12,425 shares; 2025Q2: 12,042 shares; 2025Q3: 11,636 shares; 2025Q4: 11,571 shares; 2026Q1: 10,048 shares; 2026Q2: 9,518 shares 9,518 $3.43M 0.23% -530 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,746 shares; 2024Q4: 13,758 shares; 2025Q1: 48,289 shares; 2025Q2: 19,772 shares; 2025Q3: 41,666 shares; 2025Q4: 54,698 shares; 2026Q1: 69,817 shares; 2026Q2: 60,899 shares 60,899 $3.36M 0.23% -8,918 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,901 shares; 2024Q4: 13,409 shares; 2025Q1: 14,025 shares; 2025Q2: 12,589 shares; 2025Q3: 12,662 shares; 2025Q4: 12,714 shares; 2026Q1: 10,825 shares; 2026Q2: 10,201 shares 10,201 $3.34M 0.22% -624 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,260 shares; 2024Q4: 25,533 shares; 2025Q1: 25,137 shares; 2025Q2: 24,121 shares; 2025Q3: 24,553 shares; 2025Q4: 24,194 shares; 2026Q1: 23,824 shares; 2026Q2: 23,894 shares 23,894 $3.24M 0.22% +70 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,584 shares; 2025Q3: 28,503 shares; 2025Q4: 33,558 shares; 2026Q1: 34,968 shares; 2026Q2: 37,865 shares 37,865 $3.12M 0.21% +2,897 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; 2024Q3: 38,201 shares; 2024Q4: 37,946 shares; 2025Q1: 36,737 shares; 2025Q2: 34,575 shares; 2025Q3: 33,475 shares; 2025Q4: 65,654 shares; 2026Q1: 65,947 shares; 2026Q2: 64,991 shares 64,991 $2.95M 0.2% -956 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,660 shares; 2024Q4: 27,756 shares; 2025Q1: 27,069 shares; 2025Q2: 27,069 shares; 2025Q3: 26,647 shares; 2025Q4: 54,375 shares; 2026Q1: 54,497 shares; 2026Q2: 57,757 shares 57,757 $2.94M 0.2% +3,260 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,385 shares; 2024Q4: 29,133 shares; 2025Q1: 28,353 shares; 2025Q2: 28,689 shares; 2025Q3: 28,587 shares; 2025Q4: 28,516 shares; 2026Q1: 27,999 shares; 2026Q2: 27,861 shares 27,861 $2.89M 0.19% -138 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,618 shares; 2024Q4: 72,393 shares; 2025Q1: 61,573 shares; 2025Q2: 48,843 shares; 2025Q3: 13,600 shares; 2025Q4: 13,063 shares; 2026Q1: 13,125 shares; 2026Q2: 13,082 shares 13,082 $2.87M 0.19% -43 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,074 shares; 2025Q3: 44,841 shares; 2025Q4: 50,925 shares; 2026Q1: 57,128 shares; 2026Q2: 40,247 shares 40,247 $2.87M 0.19% -16,881 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,368 shares; 2024Q4: 81,513 shares; 2025Q1: 77,740 shares; 2025Q2: 75,144 shares; 2025Q3: 73,718 shares; 2025Q4: 80,165 shares; 2026Q1: 79,721 shares; 2026Q2: 76,536 shares 76,536 $2.82M 0.19% -3,185 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,812 shares; 2025Q3: 24,697 shares; 2025Q4: 30,614 shares; 2026Q1: 33,324 shares; 2026Q2: 34,565 shares 34,565 $2.74M 0.18% +1,241 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,241 shares; 2024Q4: 24,972 shares; 2025Q1: 24,580 shares; 2025Q2: 24,360 shares; 2025Q3: 24,007 shares; 2025Q4: 23,749 shares; 2026Q1: 23,653 shares; 2026Q2: 23,477 shares 23,477 $2.66M 0.18% -176 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,909 shares; 2025Q4: 1,909 shares; 2026Q1: 1,848 shares; 2026Q2: 1,848 shares 1,848 $2.51M 0.17% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,254 shares; 2025Q2: 36,485 shares; 2025Q3: 37,505 shares; 2025Q4: 35,016 shares; 2026Q1: 32,170 shares; 2026Q2: 31,326 shares 31,326 $2.49M 0.17% -844 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,560 shares; 2024Q4: 10,577 shares; 2025Q1: 10,391 shares; 2025Q2: 10,347 shares; 2025Q3: 9,748 shares; 2025Q4: 9,667 shares; 2026Q1: 9,653 shares; 2026Q2: 10,923 shares 10,923 $2.46M 0.17% +1,270 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,213 shares; 2024Q4: 12,346 shares; 2025Q1: 10,626 shares; 2025Q2: 18,480 shares; 2025Q3: 11,371 shares; 2025Q4: 11,604 shares; 2026Q1: 24,579 shares; 2026Q2: 25,880 shares 25,880 $2.45M 0.16% +1,301 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,860 shares; 2025Q3: 17,995 shares; 2025Q4: 21,910 shares; 2026Q1: 23,703 shares; 2026Q2: 24,576 shares 24,576 $2.42M 0.16% +873 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 3,548 shares; 2025Q1: 3,503 shares; 2025Q2: 3,360 shares; 2025Q3: 3,455 shares; 2025Q4: 3,431 shares; 2026Q1: 4,273 shares; 2026Q2: 4,291 shares 4,291 $2.42M 0.16% +18 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,162 shares; 2024Q4: 55,902 shares; 2025Q1: 54,406 shares; 2025Q2: 52,329 shares; 2025Q3: 52,323 shares; 2025Q4: 52,469 shares; 2026Q1: 53,311 shares; 2026Q2: 54,243 shares 54,243 $2.39M 0.16% +932 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,458 shares; 2024Q4: 27,086 shares; 2025Q1: 25,947 shares; 2025Q2: 27,125 shares; 2025Q3: 26,279 shares; 2025Q4: 25,482 shares; 2026Q1: 25,058 shares; 2026Q2: 24,407 shares 24,407 $2.35M 0.16% -651 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,616 shares; 2024Q4: 16,247 shares; 2025Q1: 15,992 shares; 2025Q2: 17,841 shares; 2025Q3: 16,829 shares; 2025Q4: 16,733 shares; 2026Q1: 15,928 shares; 2026Q2: 15,654 shares 15,654 $2.35M 0.16% -274 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,409 shares; 2024Q4: 14,336 shares; 2025Q1: 14,140 shares; 2025Q2: 13,892 shares; 2025Q3: 13,761 shares; 2025Q4: 13,570 shares; 2026Q1: 11,979 shares; 2026Q2: 11,726 shares 11,726 $2.3M 0.15% -253 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,739 shares; 2024Q4: 5,844 shares; 2025Q1: 5,687 shares; 2025Q2: 5,600 shares; 2025Q3: 5,622 shares; 2025Q4: 6,536 shares; 2026Q1: 6,237 shares; 2026Q2: 6,265 shares 6,265 $2.21M 0.15% +28 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,954 shares; 2024Q4: 14,063 shares; 2025Q1: 14,463 shares; 2025Q2: 13,970 shares; 2025Q3: 13,910 shares; 2025Q4: 13,596 shares; 2026Q1: 13,121 shares; 2026Q2: 13,421 shares 13,421 $2.15M 0.14% +300 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,823 shares; 2024Q4: 6,524 shares; 2025Q1: 6,465 shares; 2025Q2: 6,447 shares; 2025Q3: 6,422 shares; 2025Q4: 6,372 shares; 2026Q1: 6,268 shares; 2026Q2: 6,126 shares 6,126 $2.1M 0.14% -142 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,148 shares; 2025Q3: 21,560 shares; 2025Q4: 25,319 shares; 2026Q1: 26,139 shares; 2026Q2: 26,481 shares 26,481 $2.07M 0.14% +342 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,868 shares; 2024Q4: 10,495 shares; 2025Q1: 9,956 shares; 2025Q2: 9,428 shares; 2025Q3: 9,315 shares; 2025Q4: 9,321 shares; 2026Q1: 8,856 shares; 2026Q2: 8,855 shares 8,855 $2.01M 0.14% -1 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,813 shares; 2026Q2: 3,046 shares 3,046 $2M 0.13% +233 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,145 shares; 2024Q4: 7,771 shares; 2025Q1: 7,417 shares; 2025Q2: 7,117 shares; 2025Q3: 6,912 shares; 2025Q4: 6,758 shares; 2026Q1: 6,085 shares; 2026Q2: 6,035 shares 6,035 $1.99M 0.13% -50 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,911 shares; 2024Q4: 40,831 shares; 2025Q1: 40,977 shares; 2025Q2: 33,912 shares; 2025Q3: 33,943 shares; 2025Q4: 33,809 shares; 2026Q1: 27,857 shares; 2026Q2: 27,889 shares 27,889 $1.99M 0.13% +32 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,401 shares; 2026Q2: 9,888 shares 9,888 $1.98M 0.13% -3,513 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,892 shares; 2024Q4: 5,141 shares; 2025Q1: 5,407 shares; 2025Q2: 5,712 shares; 2025Q3: 6,174 shares; 2025Q4: 6,218 shares; 2026Q1: 6,523 shares; 2026Q2: 6,733 shares 6,733 $1.96M 0.13% +210 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; 2024Q3: 14,526 shares; 2024Q4: 14,197 shares; 2025Q1: 14,055 shares; 2025Q2: 13,848 shares; 2025Q3: 13,710 shares; 2025Q4: 13,667 shares; 2026Q1: 13,521 shares; 2026Q2: 13,533 shares 13,533 $1.92M 0.13% +12 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,772 shares; 2024Q4: 35,672 shares; 2025Q1: 32,826 shares; 2025Q2: 32,014 shares; 2025Q3: 32,016 shares; 2025Q4: 32,016 shares; 2026Q1: 31,972 shares; 2026Q2: 32,194 shares 32,194 $1.9M 0.13% +222 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,488 shares; 2024Q4: 32,376 shares; 2025Q1: 34,253 shares; 2025Q2: 33,080 shares; 2025Q3: 33,017 shares; 2025Q4: 33,533 shares; 2026Q1: 33,422 shares; 2026Q2: 33,275 shares 33,275 $1.9M 0.13% -147 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,771 shares; 2024Q4: 8,771 shares; 2025Q1: 9,810 shares; 2025Q2: 17,139 shares; 2025Q3: 13,947 shares; 2025Q4: 13,947 shares; 2026Q1: 35,511 shares; 2026Q2: 35,511 shares 35,511 $1.87M 0.13% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,886 shares; 2024Q4: 8,789 shares; 2025Q1: 8,783 shares; 2025Q2: 7,977 shares; 2025Q3: 7,980 shares; 2025Q4: 7,941 shares; 2026Q1: 7,765 shares; 2026Q2: 7,647 shares 7,647 $1.81M 0.12% -118 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,897 shares; 2024Q4: 73,315 shares; 2025Q1: 74,603 shares; 2025Q2: 67,566 shares; 2025Q3: 72,860 shares; 2025Q4: 72,661 shares; 2026Q1: 72,613 shares; 2026Q2: 77,727 shares 77,727 $1.8M 0.12% +5,114 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,087 shares; 2024Q4: 3,079 shares; 2025Q1: 2,978 shares; 2025Q2: 2,893 shares; 2025Q3: 2,873 shares; 2025Q4: 2,873 shares; 2026Q1: 2,873 shares; 2026Q2: 2,763 shares 2,763 $1.75M 0.12% -110 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,274 shares; 2024Q4: 4,273 shares; 2025Q1: 4,477 shares; 2025Q2: 4,314 shares; 2025Q3: 4,309 shares; 2025Q4: 4,256 shares; 2026Q1: 4,256 shares; 2026Q2: 5,256 shares 5,256 $1.67M 0.11% +1,000 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,462 shares; 2024Q4: 3,337 shares; 2025Q1: 3,320 shares; 2025Q2: 3,324 shares; 2025Q3: 3,254 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares; 2026Q2: 3,204 shares 3,204 $1.65M 0.11% 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; 2024Q3: 41,039 shares; 2024Q4: 41,237 shares; 2025Q1: 39,439 shares; 2025Q2: 38,260 shares; 2025Q3: 37,679 shares; 2025Q4: 37,681 shares; 2026Q1: 34,233 shares; 2026Q2: 34,235 shares 34,235 $1.63M 0.11% +2 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,057 shares; 2025Q3: 29,985 shares; 2025Q4: 33,550 shares; 2026Q1: 30,597 shares; 2026Q2: 33,690 shares 33,690 $1.55M 0.1% +3,093 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,879 shares; 2024Q4: 23,148 shares; 2025Q1: 22,800 shares; 2025Q2: 46,783 shares; 2025Q3: 22,986 shares; 2025Q4: 23,106 shares; 2026Q1: 21,990 shares; 2026Q2: 21,995 shares 21,995 $1.51M 0.1% +5 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares; 2026Q1: 1,640 shares; 2026Q2: 3,040 shares 3,040 $1.49M 0.1% +1,400 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,673 shares; 2024Q4: 1,608 shares; 2025Q1: 1,565 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares; 2026Q2: 1,514 shares 1,514 $1.48M 0.1% -25 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,259 shares; 2024Q4: 6,597 shares; 2025Q1: 6,880 shares; 2025Q2: 6,429 shares; 2025Q3: 6,054 shares; 2025Q4: 6,254 shares; 2026Q1: 6,122 shares; 2026Q2: 5,807 shares 5,807 $1.46M 0.1% -315 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,787 shares; 2024Q4: 11,396 shares; 2025Q1: 11,403 shares; 2025Q2: 11,412 shares; 2025Q3: 10,496 shares; 2025Q4: 10,506 shares; 2026Q1: 10,157 shares; 2026Q2: 9,239 shares 9,239 $1.44M 0.1% -918 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,204 shares; 2024Q4: 5,208 shares; 2025Q1: 5,212 shares; 2025Q2: 7,556 shares; 2025Q3: 7,559 shares; 2025Q4: 7,559 shares; 2026Q1: 6,459 shares; 2026Q2: 5,609 shares 5,609 $1.43M 0.1% -850 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,940 shares; 2025Q4: 6,438 shares; 2026Q1: 8,032 shares; 2026Q2: 8,714 shares 8,714 $1.41M 0.09% +682 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; 2024Q3: 7,380 shares; 2024Q4: 7,617 shares; 2025Q1: 7,435 shares; 2025Q2: 6,741 shares; 2025Q3: 6,732 shares; 2025Q4: 6,504 shares; 2026Q1: 6,351 shares; 2026Q2: 6,301 shares 6,301 $1.4M 0.09% -50 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,625 shares; 2024Q4: 11,674 shares; 2025Q1: 9,963 shares; 2025Q2: 9,875 shares; 2025Q3: 9,875 shares; 2025Q4: 9,634 shares; 2026Q1: 9,592 shares; 2026Q2: 9,372 shares 9,372 $1.37M 0.09% -220 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,999 shares; 2024Q4: 6,527 shares; 2025Q1: 6,502 shares; 2025Q2: 6,257 shares; 2025Q3: 6,228 shares; 2025Q4: 6,478 shares; 2026Q1: 6,393 shares; 2026Q2: 6,164 shares 6,164 $1.36M 0.09% -229 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,753 shares; 2024Q4: 14,502 shares; 2025Q1: 11,254 shares; 2025Q2: 10,598 shares; 2025Q3: 10,190 shares; 2025Q4: 11,313 shares; 2026Q1: 10,962 shares; 2026Q2: 10,549 shares 10,549 $1.36M 0.09% -413 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,011 shares; 2024Q4: 25,644 shares; 2025Q1: 25,694 shares; 2025Q2: 27,869 shares; 2025Q3: 27,622 shares; 2025Q4: 27,129 shares; 2026Q1: 28,010 shares; 2026Q2: 25,842 shares 25,842 $1.33M 0.09% -2,168 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,895 shares; 2024Q4: 19,132 shares; 2025Q1: 20,812 shares; 2025Q2: 23,614 shares; 2025Q3: 26,246 shares; 2025Q4: 26,362 shares; 2026Q1: 25,918 shares; 2026Q2: 25,929 shares 25,929 $1.32M 0.09% +11 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,645 shares; 2024Q4: 4,439 shares; 2025Q1: 4,332 shares; 2025Q2: 4,294 shares; 2025Q3: 4,295 shares; 2025Q4: 4,226 shares; 2026Q1: 4,180 shares; 2026Q2: 4,159 shares 4,159 $1.31M 0.09% -21 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,667 shares; 2024Q4: 4,542 shares; 2025Q1: 6,332 shares; 2025Q2: 4,783 shares; 2025Q3: 4,665 shares; 2025Q4: 4,939 shares; 2026Q1: 4,704 shares; 2026Q2: 4,606 shares 4,606 $1.31M 0.09% -98 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,141 shares; 2024Q4: 19,741 shares; 2025Q1: 14,983 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,543 shares; 2026Q1: 13,711 shares; 2026Q2: 14,000 shares 14,000 $1.31M 0.09% +289 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,596 shares; 2024Q4: 9,563 shares; 2025Q1: 9,617 shares; 2025Q2: 7,678 shares; 2025Q3: 8,641 shares; 2025Q4: 7,907 shares; 2026Q1: 7,905 shares; 2026Q2: 7,943 shares 7,943 $1.3M 0.09% +38 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,262 shares; 2024Q4: 3,304 shares; 2025Q1: 3,457 shares; 2025Q2: 2,359 shares; 2025Q3: 2,361 shares; 2025Q4: 2,563 shares; 2026Q1: 2,546 shares; 2026Q2: 2,488 shares 2,488 $1.3M 0.09% -58 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,779 shares; 2024Q4: 5,770 shares; 2025Q1: 5,771 shares; 2025Q2: 5,627 shares; 2025Q3: 5,629 shares; 2025Q4: 5,419 shares; 2026Q1: 5,434 shares; 2026Q2: 5,274 shares 5,274 $1.3M 0.09% -160 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,621 shares; 2024Q4: 8,621 shares; 2025Q1: 7,420 shares; 2025Q2: 7,420 shares; 2025Q3: 7,420 shares; 2025Q4: 7,420 shares; 2026Q1: 7,285 shares; 2026Q2: 7,285 shares 7,285 $1.28M 0.09% 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; 2024Q3: 38,964 shares; 2024Q4: 38,391 shares; 2025Q1: 32,449 shares; 2025Q2: 30,664 shares; 2025Q3: 30,647 shares; 2025Q4: 30,435 shares; 2026Q1: 29,929 shares; 2026Q2: 27,546 shares 27,546 $1.27M 0.09% -2,383 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,394 shares; 2025Q4: 1,338 shares; 2026Q1: 2,339 shares; 2026Q2: 2,183 shares 2,183 $1.27M 0.09% -156 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,375 shares 12,375 $1.27M 0.09% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,536 shares; 2024Q4: 2,512 shares; 2025Q1: 2,579 shares; 2025Q2: 2,520 shares; 2025Q3: 2,567 shares; 2025Q4: 2,542 shares; 2026Q1: 3,012 shares; 2026Q2: 3,002 shares 3,002 $1.26M 0.08% -10 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,647 shares; 2025Q2: 20,629 shares; 2025Q3: 20,639 shares; 2025Q4: 20,624 shares; 2026Q1: 20,581 shares; 2026Q2: 20,581 shares 20,581 $1.26M 0.08% 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; 2024Q3: 9,414 shares; 2024Q4: 8,837 shares; 2025Q1: not reported; 2025Q2: 5,603 shares; 2025Q3: 17,970 shares; 2025Q4: 27,276 shares; 2026Q1: 28,954 shares; 2026Q2: 12,406 shares 12,406 $1.24M 0.08% -16,548 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,706 shares; 2024Q4: 8,553 shares; 2025Q1: 8,140 shares; 2025Q2: 7,503 shares; 2025Q3: 7,304 shares; 2025Q4: 7,056 shares; 2026Q1: 7,597 shares; 2026Q2: 7,430 shares 7,430 $1.23M 0.08% -167 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,030 shares; 2024Q4: 20,086 shares; 2025Q1: 18,911 shares; 2025Q2: 17,580 shares; 2025Q3: 16,986 shares; 2025Q4: 14,693 shares; 2026Q1: 12,774 shares; 2026Q2: 12,745 shares 12,745 $1.23M 0.08% -29 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,249 shares; 2024Q4: 18,726 shares; 2025Q1: 18,203 shares; 2025Q2: 17,992 shares; 2025Q3: 17,843 shares; 2025Q4: 17,355 shares; 2026Q1: 15,101 shares; 2026Q2: 15,075 shares 15,075 $1.23M 0.08% -26 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,087 shares; 2024Q4: 3,063 shares; 2025Q1: 2,998 shares; 2025Q2: 2,791 shares; 2025Q3: 2,792 shares; 2025Q4: 2,793 shares; 2026Q1: 2,794 shares; 2026Q2: 15,205 shares 15,205 $1.23M 0.08% +12,411 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,769 shares; 2024Q4: 7,766 shares; 2025Q1: 8,853 shares; 2025Q2: 17,791 shares; 2025Q3: 17,789 shares; 2025Q4: 17,785 shares; 2026Q1: 17,568 shares; 2026Q2: 17,508 shares 17,508 $1.22M 0.08% -60 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,806 shares; 2024Q4: 7,392 shares; 2025Q1: 8,250 shares; 2025Q2: 8,049 shares; 2025Q3: 6,760 shares; 2025Q4: 6,759 shares; 2026Q1: 6,499 shares; 2026Q2: 6,374 shares 6,374 $1.21M 0.08% -125 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,217 shares; 2024Q4: 17,217 shares; 2025Q1: 17,217 shares; 2025Q2: 17,034 shares; 2025Q3: 17,034 shares; 2025Q4: 17,034 shares; 2026Q1: 17,034 shares; 2026Q2: 17,034 shares 17,034 $1.18M 0.08% 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; 2024Q3: 56,828 shares; 2024Q4: 75,910 shares; 2025Q1: 71,876 shares; 2025Q2: 49,472 shares; 2025Q3: 39,492 shares; 2025Q4: 39,505 shares; 2026Q1: 22,345 shares; 2026Q2: 23,144 shares 23,144 $1.17M 0.08% +799 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; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $1.13M 0.08% 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; 2024Q3: 1,146 shares; 2024Q4: 1,144 shares; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,744 shares; 2026Q1: 1,744 shares; 2026Q2: 1,744 shares 1,744 $1.12M 0.08% 0 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,371 shares; 2024Q4: 40,216 shares; 2025Q1: 113,435 shares; 2025Q2: 85,591 shares; 2025Q3: 87,255 shares; 2025Q4: 128,500 shares; 2026Q1: 95,285 shares; 2026Q2: 35,637 shares 35,637 $1.12M 0.07% -59,648 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,510 shares; 2024Q4: 31,310 shares; 2025Q1: 31,263 shares; 2025Q2: 30,452 shares; 2025Q3: 30,452 shares; 2025Q4: 33,002 shares; 2026Q1: 32,616 shares; 2026Q2: 31,934 shares 31,934 $1.11M 0.07% -682 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,246 shares; 2024Q4: 17,647 shares; 2025Q1: 17,647 shares; 2025Q2: 10,565 shares; 2025Q3: 10,850 shares; 2025Q4: 9,478 shares; 2026Q1: 9,444 shares; 2026Q2: 9,444 shares 9,444 $1.1M 0.07% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,993 shares; 2024Q4: 3,884 shares; 2025Q1: 3,567 shares; 2025Q2: 3,282 shares; 2025Q3: 3,324 shares; 2025Q4: 3,294 shares; 2026Q1: 3,294 shares; 2026Q2: 3,230 shares 3,230 $1.09M 0.07% -64 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,371 shares; 2024Q4: 7,313 shares; 2025Q1: 9,445 shares; 2025Q2: 9,384 shares; 2025Q3: 9,124 shares; 2025Q4: 9,125 shares; 2026Q1: 9,160 shares; 2026Q2: 8,984 shares 8,984 $1.08M 0.07% -176 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,584 shares; 2024Q4: 11,092 shares; 2025Q1: 11,102 shares; 2025Q2: 11,138 shares; 2025Q3: 10,287 shares; 2025Q4: 9,935 shares; 2026Q1: 9,110 shares; 2026Q2: 8,664 shares 8,664 $1.04M 0.07% -446 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,311 shares; 2024Q4: 11,837 shares; 2025Q1: 12,126 shares; 2025Q2: 12,132 shares; 2025Q3: 12,048 shares; 2025Q4: 12,907 shares; 2026Q1: 12,237 shares; 2026Q2: 11,830 shares 11,830 $1.04M 0.07% -407 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; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $1.03M 0.07% 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; 2024Q3: 8,242 shares; 2024Q4: 12,099 shares; 2025Q1: 10,071 shares; 2025Q2: 7,494 shares; 2025Q3: 7,451 shares; 2025Q4: 7,788 shares; 2026Q1: 8,615 shares; 2026Q2: 7,496 shares 7,496 $1.02M 0.07% -1,119 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,208 shares; 2024Q4: 18,918 shares; 2025Q1: 16,546 shares; 2025Q2: 15,115 shares; 2025Q3: 13,683 shares; 2025Q4: 13,736 shares; 2026Q1: 13,134 shares; 2026Q2: 13,142 shares 13,142 $1.01M 0.07% +8 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,291 shares; 2024Q4: 4,318 shares; 2025Q1: 5,509 shares; 2025Q2: 5,465 shares; 2025Q3: 4,632 shares; 2025Q4: 5,751 shares; 2026Q1: 5,734 shares; 2026Q2: 5,584 shares 5,584 $1.01M 0.07% -150 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; 2024Q3: 28,451 shares; 2024Q4: 31,959 shares; 2025Q1: 34,271 shares; 2025Q2: 28,349 shares; 2025Q3: 24,915 shares; 2025Q4: 25,883 shares; 2026Q1: 25,877 shares; 2026Q2: 21,829 shares 21,829 $1000K 0.07% -4,048 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares; 2026Q2: 1,034 shares 1,034 $994K 0.07% 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; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 480 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 980 shares; 2026Q2: 980 shares 980 $991K 0.07% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,676 shares; 2025Q1: 35,570 shares; 2025Q2: 34,218 shares; 2025Q3: 37,007 shares; 2025Q4: 40,700 shares; 2026Q1: 39,662 shares; 2026Q2: 15,305 shares 15,305 $989K 0.07% -24,357 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,998 shares; 2024Q4: 11,551 shares; 2025Q1: 8,947 shares; 2025Q2: not reported; 2025Q3: 7,381 shares; 2025Q4: 7,181 shares; 2026Q1: 7,056 shares; 2026Q2: 7,056 shares 7,056 $985K 0.07% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,145 shares; 2025Q1: 15,376 shares; 2025Q2: 19,048 shares; 2025Q3: 29,621 shares; 2025Q4: 31,795 shares; 2026Q1: 36,365 shares; 2026Q2: 40,339 shares 40,339 $946K 0.06% +3,974 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 541 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 537 shares; 2026Q1: 547 shares; 2026Q2: 547 shares 547 $928K 0.06% 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; 2024Q3: 3,162 shares; 2024Q4: 3,020 shares; 2025Q1: 3,740 shares; 2025Q2: 3,368 shares; 2025Q3: 3,293 shares; 2025Q4: 3,253 shares; 2026Q1: 2,831 shares; 2026Q2: 3,181 shares 3,181 $894K 0.06% +350 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; 2024Q3: 2,250 shares; 2024Q4: 2,067 shares; 2025Q1: 2,067 shares; 2025Q2: 1,947 shares; 2025Q3: 1,947 shares; 2025Q4: 1,943 shares; 2026Q1: 1,919 shares; 2026Q2: 1,754 shares 1,754 $893K 0.06% -165 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,142 shares; 2024Q4: 4,026 shares; 2025Q1: 3,933 shares; 2025Q2: 3,766 shares; 2025Q3: 3,708 shares; 2025Q4: 3,637 shares; 2026Q1: 3,614 shares; 2026Q2: 2,612 shares 2,612 $890K 0.06% -1,002 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,421 shares 18,421 $884K 0.06% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,570 shares; 2024Q4: 3,344 shares; 2025Q1: 3,260 shares; 2025Q2: 3,261 shares; 2025Q3: 3,153 shares; 2025Q4: 3,136 shares; 2026Q1: 3,179 shares; 2026Q2: 3,173 shares 3,173 $863K 0.06% -6 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,717 shares; 2024Q4: 11,640 shares; 2025Q1: 11,300 shares; 2025Q2: 8,225 shares; 2025Q3: 8,195 shares; 2025Q4: 7,607 shares; 2026Q1: 7,448 shares; 2026Q2: 7,023 shares 7,023 $859K 0.06% -425 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $858K 0.06% 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; 2024Q3: 12,829 shares; 2024Q4: 11,274 shares; 2025Q1: 9,971 shares; 2025Q2: 9,605 shares; 2025Q3: 9,507 shares; 2025Q4: 8,962 shares; 2026Q1: 8,265 shares; 2026Q2: 8,268 shares 8,268 $845K 0.06% +3 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,979 shares; 2024Q4: 3,294 shares; 2025Q1: 3,168 shares; 2025Q2: 3,166 shares; 2025Q3: 3,166 shares; 2025Q4: 3,166 shares; 2026Q1: 3,651 shares; 2026Q2: 3,651 shares 3,651 $838K 0.06% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,463 shares; 2024Q4: 4,553 shares; 2025Q1: 4,441 shares; 2025Q2: 4,342 shares; 2025Q3: 3,930 shares; 2025Q4: 3,711 shares; 2026Q1: 3,384 shares; 2026Q2: 3,602 shares 3,602 $824K 0.06% +218 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,147 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares; 2026Q2: 2,246 shares 2,246 $815K 0.05% +1,100 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,571 shares; 2025Q2: 8,988 shares; 2025Q3: 8,972 shares; 2025Q4: 9,070 shares; 2026Q1: 9,059 shares; 2026Q2: 8,903 shares 8,903 $805K 0.05% -156 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,687 shares; 2024Q4: 4,695 shares; 2025Q1: 4,703 shares; 2025Q2: 4,710 shares; 2025Q3: 4,719 shares; 2025Q4: 4,574 shares; 2026Q1: 4,582 shares; 2026Q2: 4,582 shares 4,582 $779K 0.05% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,660 shares; 2026Q2: 29,921 shares 29,921 $766K 0.05% +14,261 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.05% 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; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,177 shares; 2025Q2: 3,234 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares; 2026Q1: 3,083 shares; 2026Q2: 3,061 shares 3,061 $742K 0.05% -22 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,453 shares; 2026Q2: 9,023 shares 9,023 $741K 0.05% +2,570 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,093 shares; 2024Q4: 13,638 shares; 2025Q1: 9,358 shares; 2025Q2: 9,358 shares; 2025Q3: 9,358 shares; 2025Q4: 9,360 shares; 2026Q1: 9,730 shares; 2026Q2: 9,723 shares 9,723 $740K 0.05% -7 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; 2024Q3: 9,402 shares; 2024Q4: 8,861 shares; 2025Q1: 8,581 shares; 2025Q2: 8,525 shares; 2025Q3: 8,315 shares; 2025Q4: 8,264 shares; 2026Q1: 8,044 shares; 2026Q2: 7,977 shares 7,977 $731K 0.05% -67 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,478 shares; 2024Q4: 16,478 shares; 2025Q1: 16,478 shares; 2025Q2: 16,464 shares; 2025Q3: 16,464 shares; 2025Q4: 16,464 shares; 2026Q1: 16,464 shares; 2026Q2: 16,464 shares 16,464 $730K 0.05% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,356 shares; 2024Q4: 24,762 shares; 2025Q1: 23,864 shares; 2025Q2: 23,814 shares; 2025Q3: 20,920 shares; 2025Q4: 19,826 shares; 2026Q1: 17,813 shares; 2026Q2: 14,246 shares 14,246 $718K 0.05% -3,567 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,114 shares 3,114 $697K 0.05% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,193 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares; 2026Q2: 988 shares 988 $695K 0.05% -58 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,772 shares; 2024Q4: 21,797 shares; 2025Q1: 18,483 shares; 2025Q2: 18,571 shares; 2025Q3: 18,652 shares; 2025Q4: 18,729 shares; 2026Q1: 17,141 shares; 2026Q2: 17,202 shares 17,202 $690K 0.05% +61 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,114 shares 3,114 $688K 0.05% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,409 shares; 2024Q4: 1,426 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $688K 0.05% 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; 2024Q3: 3,574 shares; 2024Q4: 3,545 shares; 2025Q1: 2,707 shares; 2025Q2: 2,355 shares; 2025Q3: 2,146 shares; 2025Q4: 1,969 shares; 2026Q1: 1,870 shares; 2026Q2: 1,819 shares 1,819 $687K 0.05% -51 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 593 shares; 2026Q2: 593 shares 593 $684K 0.05% 0 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,066 shares; 2025Q4: 26,941 shares; 2026Q1: 61,132 shares; 2026Q2: 38,442 shares 38,442 $683K 0.05% -22,690 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,237 shares; 2024Q4: 18,129 shares; 2025Q1: 17,316 shares; 2025Q2: 16,407 shares; 2025Q3: 15,683 shares; 2025Q4: 15,525 shares; 2026Q1: 15,392 shares; 2026Q2: 15,386 shares 15,386 $681K 0.05% -6 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,222 shares; 2025Q3: 13,595 shares; 2025Q4: 13,595 shares; 2026Q1: 13,595 shares; 2026Q2: 14,418 shares 14,418 $678K 0.05% +823 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,580 shares; 2026Q2: 1,580 shares 1,580 $673K 0.05% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,451 shares; 2025Q2: 25,361 shares; 2025Q3: 28,777 shares; 2025Q4: 29,023 shares; 2026Q1: 33,915 shares; 2026Q2: 35,629 shares 35,629 $666K 0.04% +1,714 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,740 shares; 2024Q4: 1,714 shares; 2025Q1: 1,711 shares; 2025Q2: 1,664 shares; 2025Q3: 1,682 shares; 2025Q4: 1,682 shares; 2026Q1: 1,770 shares; 2026Q2: 1,770 shares 1,770 $662K 0.04% 0 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,615 shares; 2024Q4: 8,967 shares; 2025Q1: 8,783 shares; 2025Q2: 9,089 shares; 2025Q3: 8,935 shares; 2025Q4: 8,987 shares; 2026Q1: 8,654 shares; 2026Q2: 8,247 shares 8,247 $661K 0.04% -407 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,605 shares; 2024Q4: 5,451 shares; 2025Q1: 5,331 shares; 2025Q2: 4,706 shares; 2025Q3: 4,681 shares; 2025Q4: 4,681 shares; 2026Q1: 4,681 shares; 2026Q2: 4,596 shares 4,596 $658K 0.04% -85 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,028 shares; 2024Q4: 10,693 shares; 2025Q1: 10,076 shares; 2025Q2: 10,322 shares; 2025Q3: 9,463 shares; 2025Q4: 7,361 shares; 2026Q1: 6,747 shares; 2026Q2: 6,699 shares 6,699 $646K 0.04% -48 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 1,323 shares; 2025Q1: 1,267 shares; 2025Q2: 1,267 shares; 2025Q3: 1,255 shares; 2025Q4: 6,275 shares; 2026Q1: 6,275 shares; 2026Q2: 6,317 shares 6,317 $627K 0.04% +42 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,134 shares 7,134 $627K 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 3,275 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 3,816 shares; 2025Q4: 2,816 shares; 2026Q1: 2,791 shares; 2026Q2: 2,784 shares 2,784 $623K 0.04% -7 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,820 shares; 2024Q4: 8,820 shares; 2025Q1: 7,510 shares; 2025Q2: 7,510 shares; 2025Q3: 7,201 shares; 2025Q4: 7,201 shares; 2026Q1: 6,837 shares; 2026Q2: 6,837 shares 6,837 $619K 0.04% 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; 2024Q3: 20,245 shares; 2024Q4: 19,995 shares; 2025Q1: 19,197 shares; 2025Q2: 18,780 shares; 2025Q3: 18,580 shares; 2025Q4: 18,568 shares; 2026Q1: 16,182 shares; 2026Q2: 15,064 shares 15,064 $618K 0.04% -1,118 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,843 shares; 2024Q4: 1,806 shares; 2025Q1: 1,779 shares; 2025Q2: 1,727 shares; 2025Q3: 1,722 shares; 2025Q4: 1,722 shares; 2026Q1: 1,722 shares; 2026Q2: 1,702 shares 1,702 $616K 0.04% -20 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,552 shares; 2024Q4: 7,508 shares; 2025Q1: 8,222 shares; 2025Q2: 8,055 shares; 2025Q3: 7,307 shares; 2025Q4: 8,705 shares; 2026Q1: 8,541 shares; 2026Q2: 8,446 shares 8,446 $608K 0.04% -95 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 982 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 1,138 shares; 2026Q2: 1,482 shares 1,482 $607K 0.04% +344 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,751 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares; 2026Q2: 1,161 shares 1,161 $603K 0.04% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,033 shares; 2024Q4: 11,033 shares; 2025Q1: 11,033 shares; 2025Q2: 10,482 shares; 2025Q3: 10,482 shares; 2025Q4: 10,482 shares; 2026Q1: 19,688 shares; 2026Q2: 19,910 shares 19,910 $597K 0.04% +222 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,152 shares; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 1,752 shares; 2026Q2: 1,752 shares 1,752 $597K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,501 shares; 2024Q4: 1,501 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $597K 0.04% 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; 2024Q3: 27,113 shares; 2024Q4: 27,120 shares; 2025Q1: 27,019 shares; 2025Q2: 26,701 shares; 2025Q3: 26,704 shares; 2025Q4: 26,378 shares; 2026Q1: 26,380 shares; 2026Q2: 26,315 shares 26,315 $587K 0.04% -65 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,117 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $577K 0.04% 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; 2024Q3: 956 shares; 2024Q4: 950 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 991 shares; 2026Q1: 1,147 shares; 2026Q2: 4,601 shares 4,601 $571K 0.04% +3,454 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,624 shares; 2024Q4: 5,113 shares; 2025Q1: 4,764 shares; 2025Q2: 5,109 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares; 2026Q1: 5,148 shares; 2026Q2: 5,148 shares 5,148 $548K 0.04% 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; 2024Q3: 1,330 shares; 2024Q4: 1,193 shares; 2025Q1: 1,052 shares; 2025Q2: 1,121 shares; 2025Q3: 1,110 shares; 2025Q4: 1,312 shares; 2026Q1: 1,289 shares; 2026Q2: 1,465 shares 1,465 $540K 0.04% +176 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,450 shares; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares; 2026Q2: 6,000 shares 6,000 $538K 0.04% -100 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,533 shares; 2024Q4: 26,320 shares; 2025Q1: 26,319 shares; 2025Q2: 25,683 shares; 2025Q3: 25,660 shares; 2025Q4: 25,587 shares; 2026Q1: 25,154 shares; 2026Q2: 24,425 shares 24,425 $529K 0.04% -729 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; 2024Q3: 15,116 shares; 2024Q4: 12,269 shares; 2025Q1: 13,310 shares; 2025Q2: 12,606 shares; 2025Q3: 11,591 shares; 2025Q4: 11,591 shares; 2026Q1: 11,591 shares; 2026Q2: 10,586 shares 10,586 $527K 0.04% -1,005 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,898 shares; 2024Q4: 3,898 shares; 2025Q1: 3,248 shares; 2025Q2: 3,249 shares; 2025Q3: 3,299 shares; 2025Q4: 3,299 shares; 2026Q1: 3,299 shares; 2026Q2: 1,749 shares 1,749 $521K 0.04% -1,550 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,596 shares; 2024Q4: 3,191 shares; 2025Q1: 3,226 shares; 2025Q2: 2,372 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,747 shares; 2026Q2: 2,094 shares 2,094 $520K 0.03% -653 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,265 shares; 2024Q4: 5,265 shares; 2025Q1: 5,265 shares; 2025Q2: 6,760 shares; 2025Q3: 6,760 shares; 2025Q4: 6,760 shares; 2026Q1: 6,760 shares; 2026Q2: 6,760 shares 6,760 $518K 0.03% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,871 shares; 2024Q4: 27,307 shares; 2025Q1: 26,380 shares; 2025Q2: 24,560 shares; 2025Q3: 21,363 shares; 2025Q4: 21,288 shares; 2026Q1: 20,892 shares; 2026Q2: 20,176 shares 20,176 $513K 0.03% -716 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; 2024Q3: 39,528 shares; 2024Q4: 39,425 shares; 2025Q1: 8,065 shares; 2025Q2: 8,058 shares; 2025Q3: 7,924 shares; 2025Q4: 7,546 shares; 2026Q1: 6,879 shares; 2026Q2: 6,782 shares 6,782 $512K 0.03% -97 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; 2024Q3: 5,005 shares; 2024Q4: 4,387 shares; 2025Q1: 4,271 shares; 2025Q2: 3,624 shares; 2025Q3: 3,624 shares; 2025Q4: 3,617 shares; 2026Q1: 3,602 shares; 2026Q2: 3,702 shares 3,702 $506K 0.03% +100 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,594 shares; 2024Q4: 7,414 shares; 2025Q1: 6,990 shares; 2025Q2: 6,702 shares; 2025Q3: 6,426 shares; 2025Q4: 6,427 shares; 2026Q1: 6,001 shares; 2026Q2: 4,552 shares 4,552 $500K 0.03% -1,449 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,278 shares; 2024Q4: 11,673 shares; 2025Q1: 11,220 shares; 2025Q2: 10,461 shares; 2025Q3: 10,093 shares; 2025Q4: 9,978 shares; 2026Q1: 9,146 shares; 2026Q2: 9,007 shares 9,007 $500K 0.03% -139 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,452 shares; 2024Q4: 4,766 shares; 2025Q1: 4,600 shares; 2025Q2: 4,537 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares; 2026Q1: 4,337 shares; 2026Q2: 4,237 shares 4,237 $497K 0.03% -100 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,663 shares; 2025Q3: 9,663 shares; 2025Q4: 9,663 shares; 2026Q1: 9,663 shares; 2026Q2: 9,663 shares 9,663 $491K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 647 shares 647 $489K 0.03% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,608 shares; 2024Q4: 7,712 shares; 2025Q1: 6,454 shares; 2025Q2: 6,207 shares; 2025Q3: 5,881 shares; 2025Q4: 5,881 shares; 2026Q1: 4,530 shares; 2026Q2: 5,280 shares 5,280 $479K 0.03% +750 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,241 shares; 2025Q2: 3,911 shares; 2025Q3: 4,805 shares; 2025Q4: 5,096 shares; 2026Q1: 6,370 shares; 2026Q2: 7,074 shares 7,074 $476K 0.03% +704 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,784 shares; 2024Q4: 18,714 shares; 2025Q1: 21,406 shares; 2025Q2: 20,900 shares; 2025Q3: 20,602 shares; 2025Q4: 21,014 shares; 2026Q1: 20,478 shares; 2026Q2: 22,823 shares 22,823 $468K 0.03% +2,345 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,498 shares; 2025Q2: 4,254 shares; 2025Q3: 4,107 shares; 2025Q4: 4,115 shares; 2026Q1: 4,106 shares; 2026Q2: 4,108 shares 4,108 $464K 0.03% +2 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,590 shares; 2024Q4: 5,493 shares; 2025Q1: 5,507 shares; 2025Q2: 4,410 shares; 2025Q3: 4,312 shares; 2025Q4: 4,315 shares; 2026Q1: 4,253 shares; 2026Q2: 4,257 shares 4,257 $459K 0.03% +4 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,132 shares; 2024Q4: 4,471 shares; 2025Q1: 4,264 shares; 2025Q2: 4,063 shares; 2025Q3: 4,241 shares; 2025Q4: 4,199 shares; 2026Q1: 3,762 shares; 2026Q2: 3,596 shares 3,596 $455K 0.03% -166 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,183 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,244 shares; 2026Q1: 1,294 shares; 2026Q2: 1,244 shares 1,244 $455K 0.03% -50 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,998 shares; 2024Q4: 5,998 shares; 2025Q1: 5,859 shares; 2025Q2: 5,859 shares; 2025Q3: 5,508 shares; 2025Q4: 5,488 shares; 2026Q1: 5,547 shares; 2026Q2: 6,059 shares 6,059 $454K 0.03% +512 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,714 shares; 2026Q1: 1,600 shares; 2026Q2: 1,570 shares 1,570 $448K 0.03% -30 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,906 shares; 2024Q4: 1,873 shares; 2025Q1: 1,873 shares; 2025Q2: 1,848 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares; 2026Q1: 1,541 shares; 2026Q2: 1,501 shares 1,501 $440K 0.03% -40 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; 2024Q3: 21,893 shares; 2024Q4: 21,104 shares; 2025Q1: 20,070 shares; 2025Q2: 19,260 shares; 2025Q3: 19,575 shares; 2025Q4: 18,929 shares; 2026Q1: 18,602 shares; 2026Q2: 18,423 shares 18,423 $436K 0.03% -179 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 828 shares; 2024Q4: 828 shares; 2025Q1: 828 shares; 2025Q2: 1,028 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,231 shares; 2026Q2: 1,231 shares 1,231 $436K 0.03% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 6,750 shares 6,750 $435K 0.03% -250 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,394 shares; 2024Q4: 3,106 shares; 2025Q1: 3,319 shares; 2025Q2: 3,359 shares; 2025Q3: 3,305 shares; 2025Q4: 3,323 shares; 2026Q1: 3,038 shares; 2026Q2: 3,052 shares 3,052 $435K 0.03% +14 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $433K 0.03% 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; 2024Q3: 10,261 shares; 2024Q4: 8,507 shares; 2025Q1: 8,522 shares; 2025Q2: 8,552 shares; 2025Q3: 8,552 shares; 2025Q4: 8,552 shares; 2026Q1: 8,552 shares; 2026Q2: 8,552 shares 8,552 $432K 0.03% 0 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,512 shares; 2024Q4: 8,512 shares; 2025Q1: 8,512 shares; 2025Q2: 8,512 shares; 2025Q3: 8,512 shares; 2025Q4: 8,512 shares; 2026Q1: 8,512 shares; 2026Q2: 8,512 shares 8,512 $430K 0.03% 0 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,411 shares 17,411 $429K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,155 shares; 2024Q4: 2,246 shares; 2025Q1: 2,304 shares; 2025Q2: 1,955 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,973 shares; 2026Q2: 1,973 shares 1,973 $427K 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,707 shares; 2024Q4: 1,681 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,631 shares; 2026Q2: 1,631 shares 1,631 $426K 0.03% 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; 2024Q3: 2,453 shares; 2024Q4: 2,454 shares; 2025Q1: 2,471 shares; 2025Q2: 2,959 shares; 2025Q3: 2,960 shares; 2025Q4: 2,546 shares; 2026Q1: 2,837 shares; 2026Q2: 2,506 shares 2,506 $420K 0.03% -331 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,856 shares; 2025Q3: 4,332 shares; 2025Q4: 4,645 shares; 2026Q1: 11,052 shares; 2026Q2: 7,930 shares 7,930 $416K 0.03% -3,122 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,604 shares; 2024Q4: 6,370 shares; 2025Q1: 6,346 shares; 2025Q2: 4,966 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares; 2026Q1: 4,945 shares; 2026Q2: 4,863 shares 4,863 $411K 0.03% -82 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,833 shares; 2024Q4: 6,796 shares; 2025Q1: 6,826 shares; 2025Q2: 6,884 shares; 2025Q3: 6,888 shares; 2025Q4: 6,891 shares; 2026Q1: 6,995 shares; 2026Q2: 6,990 shares 6,990 $408K 0.03% -5 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,652 shares; 2025Q3: 4,652 shares; 2025Q4: 4,652 shares; 2026Q1: 4,652 shares; 2026Q2: 4,652 shares 4,652 $408K 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; 2024Q3: 4,817 shares; 2024Q4: 4,378 shares; 2025Q1: 4,367 shares; 2025Q2: 3,952 shares; 2025Q3: 3,852 shares; 2025Q4: 3,315 shares; 2026Q1: 3,160 shares; 2026Q2: 3,105 shares 3,105 $406K 0.03% -55 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,994 shares; 2024Q4: 7,060 shares; 2025Q1: 4,534 shares; 2025Q2: 3,820 shares; 2025Q3: 3,388 shares; 2025Q4: 3,388 shares; 2026Q1: 3,303 shares; 2026Q2: 3,760 shares 3,760 $405K 0.03% +457 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $402K 0.03% 0 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,382 shares; 2026Q1: 9,318 shares; 2026Q2: 9,465 shares 9,465 $402K 0.03% +147 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; 2024Q3: 1,532 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares; 2026Q2: 1,475 shares 1,475 $399K 0.03% 0 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,526 shares; 2024Q4: 5,526 shares; 2025Q1: not reported; 2025Q2: 4,551 shares; 2025Q3: 4,551 shares; 2025Q4: 4,551 shares; 2026Q1: 3,801 shares; 2026Q2: 3,801 shares 3,801 $396K 0.03% 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; 2024Q3: 4,579 shares; 2024Q4: 3,483 shares; 2025Q1: 3,490 shares; 2025Q2: 3,495 shares; 2025Q3: 3,500 shares; 2025Q4: 3,508 shares; 2026Q1: 3,332 shares; 2026Q2: 3,340 shares 3,340 $393K 0.03% +8 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,952 shares; 2024Q4: 15,607 shares; 2025Q1: 18,939 shares; 2025Q2: 17,130 shares; 2025Q3: 17,846 shares; 2025Q4: 17,285 shares; 2026Q1: 16,781 shares; 2026Q2: 16,281 shares 16,281 $392K 0.03% -500 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 729 shares; 2026Q1: 776 shares; 2026Q2: 1,226 shares 1,226 $384K 0.03% +450 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,859 shares; 2024Q4: 5,761 shares; 2025Q1: 5,504 shares; 2025Q2: 5,496 shares; 2025Q3: 5,496 shares; 2025Q4: 5,292 shares; 2026Q1: 5,292 shares; 2026Q2: 5,292 shares 5,292 $383K 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; 2024Q3: 4,121 shares; 2024Q4: 4,085 shares; 2025Q1: 4,085 shares; 2025Q2: 8,170 shares; 2025Q3: 8,170 shares; 2025Q4: 8,170 shares; 2026Q1: 7,956 shares; 2026Q2: 7,956 shares 7,956 $382K 0.03% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,640 shares; 2026Q2: 7,150 shares 7,150 $378K 0.03% +510 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; 2024Q3: 7,124 shares; 2024Q4: 6,395 shares; 2025Q1: 6,374 shares; 2025Q2: 5,910 shares; 2025Q3: 6,097 shares; 2025Q4: 7,047 shares; 2026Q1: 7,499 shares; 2026Q2: 7,338 shares 7,338 $366K 0.02% -161 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,099 shares; 2025Q3: 3,099 shares; 2025Q4: 3,099 shares; 2026Q1: 3,099 shares; 2026Q2: 3,099 shares 3,099 $364K 0.02% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,732 shares; 2024Q4: 9,178 shares; 2025Q1: 9,250 shares; 2025Q2: 7,112 shares; 2025Q3: 5,117 shares; 2025Q4: 5,214 shares; 2026Q1: 5,177 shares; 2026Q2: 5,206 shares 5,206 $362K 0.02% +29 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,774 shares; 2026Q2: 3,890 shares 3,890 $353K 0.02% +116 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 3,145 shares; 2025Q1: 3,151 shares; 2025Q2: 3,158 shares; 2025Q3: 3,165 shares; 2025Q4: 3,175 shares; 2026Q1: 3,038 shares; 2026Q2: 12,839 shares 12,839 $352K 0.02% +9,801 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,021 shares; 2025Q3: 12,021 shares; 2025Q4: 12,021 shares; 2026Q1: 7,973 shares; 2026Q2: 7,973 shares 7,973 $351K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,661 shares; 2024Q4: 1,681 shares; 2025Q1: 1,830 shares; 2025Q2: 1,243 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares; 2026Q2: 1,238 shares 1,238 $348K 0.02% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655 shares; 2024Q4: 653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: not reported; 2026Q2: 4,182 shares 4,182 $345K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares; 2026Q2: 871 shares 871 $343K 0.02% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 977 shares; 2026Q2: 977 shares 977 $342K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,200 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: not reported; 2025Q4: 2,430 shares; 2026Q1: 2,816 shares; 2026Q2: 2,816 shares 2,816 $342K 0.02% 0 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,449 shares 7,449 $340K 0.02% new Timeline GSEW 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares; 2026Q1: 3,703 shares; 2026Q2: 3,521 shares 3,521 $332K 0.02% -182 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,410 shares; 2024Q4: 3,335 shares; 2025Q1: 3,189 shares; 2025Q2: 3,189 shares; 2025Q3: 3,029 shares; 2025Q4: 2,909 shares; 2026Q1: 2,442 shares; 2026Q2: 2,341 shares 2,341 $332K 0.02% -101 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,101 shares; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares; 2025Q2: not reported; 2025Q3: 2,221 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares; 2026Q2: 2,080 shares 2,080 $329K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,247 shares; 2024Q4: 2,145 shares; 2025Q1: 2,089 shares; 2025Q2: 2,059 shares; 2025Q3: 2,059 shares; 2025Q4: 2,059 shares; 2026Q1: 2,006 shares; 2026Q2: 1,756 shares 1,756 $324K 0.02% -250 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,348 shares; 2024Q4: 3,031 shares; 2025Q1: 2,782 shares; 2025Q2: 2,422 shares; 2025Q3: 2,072 shares; 2025Q4: 1,998 shares; 2026Q1: 1,988 shares; 2026Q2: 1,989 shares 1,989 $322K 0.02% +1 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,937 shares; 2025Q2: not reported; 2025Q3: 8,250 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,100 shares 7,100 $320K 0.02% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,821 shares; 2024Q4: not reported; 2025Q1: 5,301 shares; 2025Q2: 8,540 shares; 2025Q3: 8,661 shares; 2025Q4: 7,853 shares; 2026Q1: 7,531 shares; 2026Q2: 7,520 shares 7,520 $318K 0.02% -11 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares; 2025Q4: 1,773 shares; 2026Q1: 1,973 shares; 2026Q2: 1,873 shares 1,873 $317K 0.02% -100 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,154 shares; 2024Q4: 15,782 shares; 2025Q1: 15,718 shares; 2025Q2: 15,005 shares; 2025Q3: 13,861 shares; 2025Q4: 13,766 shares; 2026Q1: 13,366 shares; 2026Q2: 12,771 shares 12,771 $314K 0.02% -595 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,803 shares; 2024Q4: 3,808 shares; 2025Q1: 3,803 shares; 2025Q2: 3,778 shares; 2025Q3: 3,778 shares; 2025Q4: 3,738 shares; 2026Q1: 3,207 shares; 2026Q2: 2,751 shares 2,751 $313K 0.02% -456 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,020 shares; 2025Q2: 1,016 shares; 2025Q3: 1,012 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares; 2026Q2: 1,106 shares 1,106 $308K 0.02% +100 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,164 shares; 2024Q4: 2,184 shares; 2025Q1: 2,182 shares; 2025Q2: 2,206 shares; 2025Q3: 2,351 shares; 2025Q4: 2,159 shares; 2026Q1: 1,953 shares; 2026Q2: 1,933 shares 1,933 $303K 0.02% -20 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $302K 0.02% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $297K 0.02% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,436 shares; 2025Q4: 1,436 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $295K 0.02% 0 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,402 shares; 2026Q2: 6,400 shares 6,400 $294K 0.02% -6,002 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; 2024Q3: 4,624 shares; 2024Q4: 4,470 shares; 2025Q1: 4,473 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,407 shares; 2026Q1: 5,257 shares; 2026Q2: 5,057 shares 5,057 $291K 0.02% -200 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,810 shares; 2024Q4: 1,780 shares; 2025Q1: 1,778 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 586 shares; 2026Q2: 403 shares 403 $291K 0.02% -183 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823 shares; 2024Q4: 813 shares; 2025Q1: 796 shares; 2025Q2: 794 shares; 2025Q3: 794 shares; 2025Q4: 794 shares; 2026Q1: 794 shares; 2026Q2: 794 shares 794 $291K 0.02% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,040 shares; 2024Q4: 1,971 shares; 2025Q1: 1,970 shares; 2025Q2: 1,955 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares; 2026Q2: 1,850 shares 1,850 $285K 0.02% 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; 2024Q3: 2,919 shares; 2024Q4: 2,611 shares; 2025Q1: 2,609 shares; 2025Q2: 2,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,537 shares; 2026Q1: 1,512 shares; 2026Q2: 1,487 shares 1,487 $283K 0.02% -25 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,836 shares; 2024Q4: 9,517 shares; 2025Q1: 9,217 shares; 2025Q2: 8,233 shares; 2025Q3: 6,267 shares; 2025Q4: 5,300 shares; 2026Q1: 5,286 shares; 2026Q2: 5,221 shares 5,221 $277K 0.02% -65 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,772 shares; 2024Q4: 5,772 shares; 2025Q1: 5,772 shares; 2025Q2: 5,772 shares; 2025Q3: 5,772 shares; 2025Q4: 5,772 shares; 2026Q1: 5,772 shares; 2026Q2: 5,772 shares 5,772 $275K 0.02% 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; 2024Q3: 7,726 shares; 2024Q4: 6,761 shares; 2025Q1: 5,273 shares; 2025Q2: 4,692 shares; 2025Q3: 4,771 shares; 2025Q4: 3,715 shares; 2026Q1: not reported; 2026Q2: 2,654 shares 2,654 $275K 0.02% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $273K 0.02% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,520 shares; 2026Q2: 2,970 shares 2,970 $272K 0.02% +450 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,131 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,572 shares 5,572 $269K 0.02% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $269K 0.02% 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; 2024Q3: 7,045 shares; 2024Q4: 6,817 shares; 2025Q1: 6,751 shares; 2025Q2: 6,145 shares; 2025Q3: 4,540 shares; 2025Q4: 5,441 shares; 2026Q1: 4,842 shares; 2026Q2: 4,549 shares 4,549 $263K 0.02% -293 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,434 shares; 2024Q4: 1,428 shares; 2025Q1: 1,898 shares; 2025Q2: 1,137 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares; 2026Q1: 1,114 shares; 2026Q2: 1,091 shares 1,091 $260K 0.02% -23 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: 1,342 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 682 shares; 2026Q1: 697 shares; 2026Q2: 697 shares 697 $258K 0.02% 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; 2024Q3: 8,640 shares; 2024Q4: 10,184 shares; 2025Q1: 10,270 shares; 2025Q2: 7,775 shares; 2025Q3: 7,075 shares; 2025Q4: 6,830 shares; 2026Q1: 5,668 shares; 2026Q2: 5,493 shares 5,493 $256K 0.02% -175 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,872 shares; 2026Q2: 4,348 shares 4,348 $256K 0.02% -1,524 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,860 shares; 2024Q4: 4,722 shares; 2025Q1: 4,698 shares; 2025Q2: 4,632 shares; 2025Q3: 4,371 shares; 2025Q4: 4,309 shares; 2026Q1: 2,185 shares; 2026Q2: 1,536 shares 1,536 $251K 0.02% -649 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,893 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares; 2026Q1: 1,803 shares; 2026Q2: 1,663 shares 1,663 $246K 0.02% -140 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 2,739 shares; 2025Q3: 2,740 shares; 2025Q4: 2,991 shares; 2026Q1: 3,204 shares; 2026Q2: 2,961 shares 2,961 $245K 0.02% -243 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 579 shares 579 $241K 0.02% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,871 shares; 2025Q2: 3,156 shares; 2025Q3: 3,159 shares; 2025Q4: 3,159 shares; 2026Q1: 3,159 shares; 2026Q2: 2,909 shares 2,909 $240K 0.02% -250 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,741 shares; 2026Q2: 3,816 shares 3,816 $236K 0.02% +75 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 628 shares 628 $236K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199 shares 199 $234K 0.02% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,258 shares; 2025Q3: 2,868 shares; 2025Q4: 2,751 shares; 2026Q1: 2,705 shares; 2026Q2: 2,272 shares 2,272 $234K 0.02% -433 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 1,458 shares; 2026Q2: 1,458 shares 1,458 $230K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,755 shares; 2024Q4: 3,170 shares; 2025Q1: 2,966 shares; 2025Q2: 2,367 shares; 2025Q3: 2,333 shares; 2025Q4: 2,334 shares; 2026Q1: 2,255 shares; 2026Q2: 2,206 shares 2,206 $229K 0.02% -49 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,830 shares; 2025Q4: 5,908 shares; 2026Q1: 5,172 shares; 2026Q2: 4,171 shares 4,171 $228K 0.02% -1,001 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,564 shares; 2026Q2: 1,939 shares 1,939 $227K 0.02% -625 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,767 shares; 2024Q4: 2,685 shares; 2025Q1: 2,656 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,242 shares; 2026Q2: 2,954 shares 2,954 $227K 0.02% -288 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; 2024Q3: 652 shares; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 491 shares; 2026Q2: 490 shares 490 $225K 0.02% -1 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,437 shares 2,437 $216K 0.01% new Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,918 shares; 2026Q2: 4,918 shares 4,918 $215K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,207 shares; 2024Q4: 2,207 shares; 2025Q1: 2,056 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,174 shares; 2026Q2: 2,174 shares 2,174 $211K 0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,260 shares 1,260 $210K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,803 shares; 2025Q2: 1,803 shares; 2025Q3: 1,553 shares; 2025Q4: 1,403 shares; 2026Q1: 1,387 shares; 2026Q2: 1,387 shares 1,387 $210K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,936 shares; 2024Q4: 4,813 shares; 2025Q1: 4,815 shares; 2025Q2: 4,752 shares; 2025Q3: 3,354 shares; 2025Q4: 3,181 shares; 2026Q1: 3,182 shares; 2026Q2: 2,743 shares 2,743 $209K 0.01% -439 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $204K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,323 shares; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 4,940 shares; 2025Q3: 4,940 shares; 2025Q4: 4,940 shares; 2026Q1: 4,940 shares; 2026Q2: 4,940 shares 4,940 $202K 0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,264 shares; 2025Q3: 10,740 shares; 2025Q4: 10,863 shares; 2026Q1: 10,962 shares; 2026Q2: 8,652 shares 8,652 $200K 0.01% -2,310 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,987 shares; 2025Q1: 11,987 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,397 shares 10,397 $199K 0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,559 shares; 2024Q4: 28,559 shares; 2025Q1: 28,559 shares; 2025Q2: 28,559 shares; 2025Q3: 28,559 shares; 2025Q4: 28,559 shares; 2026Q1: 28,559 shares; 2026Q2: 28,559 shares 28,559 $195K 0.01% 0 Timeline