IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,481 shares; 2024Q4: 123,053 shares; 2025Q1: 118,064 shares; 2025Q2: 119,012 shares; 2025Q3: 117,610 shares; 2025Q4: 115,234 shares; 2026Q1: 115,697 shares; 2026Q2: 115,487 shares 115,487 $86.5M 6.83% -210 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 264,781 shares; 2025Q1: 264,323 shares; 2025Q2: 263,334 shares; 2025Q3: 263,440 shares; 2025Q4: 263,272 shares; 2026Q1: 263,242 shares; 2026Q2: 178,222 shares 178,222 $77.2M 6.1% -85,020 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,412,798 shares; 2024Q4: 2,515,655 shares; 2025Q1: 2,557,934 shares; 2025Q2: 2,704,813 shares; 2025Q3: 2,786,158 shares; 2025Q4: 2,991,112 shares; 2026Q1: 3,115,394 shares; 2026Q2: 3,248,687 shares 3,248,687 $77.2M 6.1% +133,293 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: 463,817 shares; 2024Q4: 475,922 shares; 2025Q1: 470,205 shares; 2025Q2: 487,616 shares; 2025Q3: 486,027 shares; 2025Q4: 496,572 shares; 2026Q1: 506,007 shares; 2026Q2: 505,346 shares 505,346 $74.9M 5.92% -661 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: 236,637 shares; 2024Q4: 245,954 shares; 2025Q1: 237,757 shares; 2025Q2: 249,760 shares; 2025Q3: 244,062 shares; 2025Q4: 245,249 shares; 2026Q1: 251,254 shares; 2026Q2: 256,927 shares 256,927 $60.8M 4.8% +5,673 Timeline GII 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: 608,344 shares; 2024Q4: 625,549 shares; 2025Q1: 628,761 shares; 2025Q2: 628,942 shares; 2025Q3: 622,211 shares; 2025Q4: 644,516 shares; 2026Q1: 652,712 shares; 2026Q2: 656,485 shares 656,485 $49.7M 3.93% +3,773 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: 887,549 shares; 2024Q4: 963,346 shares; 2025Q1: 978,300 shares; 2025Q2: 956,360 shares; 2025Q3: 938,790 shares; 2025Q4: 925,625 shares; 2026Q1: 835,644 shares; 2026Q2: 672,455 shares 672,455 $47.9M 3.78% -163,189 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: 182,203 shares; 2024Q4: 175,403 shares; 2025Q1: 200,740 shares; 2025Q2: 187,688 shares; 2025Q3: 176,497 shares; 2025Q4: 164,127 shares; 2026Q1: 154,114 shares; 2026Q2: 153,166 shares 153,166 $44.3M 3.5% -948 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681,820 shares; 2024Q4: 741,236 shares; 2025Q1: 753,500 shares; 2025Q2: 737,195 shares; 2025Q3: 734,705 shares; 2025Q4: 733,561 shares; 2026Q1: 725,927 shares; 2026Q2: 707,134 shares 707,134 $38.2M 3.02% -18,793 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701,948 shares; 2024Q4: 689,328 shares; 2025Q1: 712,921 shares; 2025Q2: 731,241 shares; 2025Q3: 714,006 shares; 2025Q4: 710,843 shares; 2026Q1: 700,295 shares; 2026Q2: 679,197 shares 679,197 $37.4M 2.95% -21,098 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: 156,254 shares; 2024Q4: 150,978 shares; 2025Q1: 144,887 shares; 2025Q2: 153,092 shares; 2025Q3: 152,294 shares; 2025Q4: 149,683 shares; 2026Q1: 146,324 shares; 2026Q2: 144,223 shares 144,223 $31.4M 2.48% -2,101 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,812 shares; 2024Q4: 129,566 shares; 2025Q1: 127,552 shares; 2025Q2: 134,344 shares; 2025Q3: 133,972 shares; 2025Q4: 132,936 shares; 2026Q1: 131,722 shares; 2026Q2: 129,165 shares 129,165 $31.4M 2.48% -2,557 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,438 shares; 2024Q4: 215,887 shares; 2025Q1: 206,533 shares; 2025Q2: 197,434 shares; 2025Q3: 199,692 shares; 2025Q4: 223,102 shares; 2026Q1: 223,607 shares; 2026Q2: 220,640 shares 220,640 $27.5M 2.17% -2,967 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492,397 shares; 2024Q4: 582,025 shares; 2025Q1: 587,281 shares; 2025Q2: 575,555 shares; 2025Q3: 606,251 shares; 2025Q4: 661,399 shares; 2026Q1: 696,762 shares; 2026Q2: 686,834 shares 686,834 $27.2M 2.14% -9,928 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: 159,103 shares; 2024Q4: 160,527 shares; 2025Q1: 161,196 shares; 2025Q2: 162,081 shares; 2025Q3: 162,702 shares; 2025Q4: 166,316 shares; 2026Q1: 169,384 shares; 2026Q2: 169,856 shares 169,856 $26.7M 2.11% +472 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: 70,141 shares; 2024Q4: 67,973 shares; 2025Q1: 67,141 shares; 2025Q2: 70,244 shares; 2025Q3: 69,516 shares; 2025Q4: 66,765 shares; 2026Q1: 64,410 shares; 2026Q2: 62,994 shares 62,994 $21.7M 1.71% -1,416 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: 234,304 shares; 2024Q4: 232,815 shares; 2025Q1: 228,658 shares; 2025Q2: 239,042 shares; 2025Q3: 233,683 shares; 2025Q4: 231,844 shares; 2026Q1: 226,103 shares; 2026Q2: 222,992 shares 222,992 $21.5M 1.7% -3,111 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: 26,337 shares; 2024Q4: 27,030 shares; 2025Q1: 27,434 shares; 2025Q2: 27,330 shares; 2025Q3: 27,219 shares; 2025Q4: 26,863 shares; 2026Q1: 27,287 shares; 2026Q2: 27,583 shares 27,583 $20.6M 1.63% +296 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,275 shares; 2024Q4: 193,166 shares; 2025Q1: 200,025 shares; 2025Q2: 196,628 shares; 2025Q3: 195,394 shares; 2025Q4: 199,570 shares; 2026Q1: 198,353 shares; 2026Q2: 194,456 shares 194,456 $20M 1.58% -3,897 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: 59,646 shares; 2024Q4: 58,896 shares; 2025Q1: 58,508 shares; 2025Q2: 63,169 shares; 2025Q3: 62,642 shares; 2025Q4: 62,056 shares; 2026Q1: 60,594 shares; 2026Q2: 58,944 shares 58,944 $17.9M 1.41% -1,650 Timeline DIHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,375 shares; 2026Q2: 490,409 shares 490,409 $16.7M 1.32% +321,034 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,147 shares; 2024Q4: 220,259 shares; 2025Q1: 222,167 shares; 2025Q2: 247,293 shares; 2025Q3: 257,218 shares; 2025Q4: 279,907 shares; 2026Q1: 283,141 shares; 2026Q2: 277,437 shares 277,437 $15.5M 1.23% -5,704 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,952 shares; 2024Q4: 100,819 shares; 2025Q1: 101,113 shares; 2025Q2: 112,540 shares; 2025Q3: 110,762 shares; 2025Q4: 110,336 shares; 2026Q1: 110,103 shares; 2026Q2: 108,795 shares 108,795 $14.9M 1.17% -1,308 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,237 shares; 2024Q4: 186,106 shares; 2025Q1: 184,592 shares; 2025Q2: 188,476 shares; 2025Q3: 180,963 shares; 2025Q4: 179,965 shares; 2026Q1: 175,076 shares; 2026Q2: 171,066 shares 171,066 $14.1M 1.11% -4,010 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: 98,655 shares; 2024Q4: 104,463 shares; 2025Q1: 106,225 shares; 2025Q2: 116,914 shares; 2025Q3: 117,454 shares; 2025Q4: 129,286 shares; 2026Q1: 131,058 shares; 2026Q2: 132,123 shares 132,123 $13.6M 1.07% +1,065 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,519 shares; 2024Q4: 135,104 shares; 2025Q1: 141,417 shares; 2025Q2: 200,646 shares; 2025Q3: 192,087 shares; 2025Q4: 269,411 shares; 2026Q1: 267,085 shares; 2026Q2: 267,678 shares 267,678 $12.5M 0.99% +593 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: 45,888 shares; 2024Q4: 45,994 shares; 2025Q1: 46,469 shares; 2025Q2: 59,457 shares; 2025Q3: 58,910 shares; 2025Q4: 65,846 shares; 2026Q1: 69,836 shares; 2026Q2: 69,767 shares 69,767 $11.4M 0.9% -69 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: 26,446 shares; 2024Q4: 26,616 shares; 2025Q1: 29,118 shares; 2025Q2: 26,222 shares; 2025Q3: 25,309 shares; 2025Q4: 24,500 shares; 2026Q1: 21,250 shares; 2026Q2: 21,534 shares 21,534 $10.8M 0.85% +284 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: 167,225 shares; 2024Q4: 333,368 shares; 2025Q1: 344,805 shares; 2025Q2: 339,362 shares; 2025Q3: 338,326 shares; 2025Q4: 335,089 shares; 2026Q1: 334,163 shares; 2026Q2: 332,125 shares 332,125 $9.2M 0.73% -2,038 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: 17,443 shares; 2024Q4: 16,082 shares; 2025Q1: 16,479 shares; 2025Q2: 15,779 shares; 2025Q3: 15,401 shares; 2025Q4: 15,280 shares; 2026Q1: 15,315 shares; 2026Q2: 16,064 shares 16,064 $9.05M 0.71% +749 Timeline DFGR 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: 179,028 shares; 2024Q4: 189,291 shares; 2025Q1: 201,915 shares; 2025Q2: 221,720 shares; 2025Q3: 234,234 shares; 2025Q4: 258,803 shares; 2026Q1: 269,415 shares; 2026Q2: 284,328 shares 284,328 $8.24M 0.65% +14,913 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: 16,016 shares; 2024Q4: 16,860 shares; 2025Q1: 21,486 shares; 2025Q2: 21,408 shares; 2025Q3: 21,187 shares; 2025Q4: 20,578 shares; 2026Q1: 20,623 shares; 2026Q2: 21,111 shares 21,111 $7.87M 0.62% +488 Timeline DFSE 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: 93,355 shares; 2024Q4: 107,723 shares; 2025Q1: 120,911 shares; 2025Q2: 141,811 shares; 2025Q3: 146,481 shares; 2025Q4: 157,775 shares; 2026Q1: 156,151 shares; 2026Q2: 154,990 shares 154,990 $7.58M 0.6% -1,161 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: 121,739 shares; 2024Q4: 124,051 shares; 2025Q1: 134,620 shares; 2025Q2: 140,800 shares; 2025Q3: 150,273 shares; 2025Q4: 153,848 shares; 2026Q1: 164,243 shares; 2026Q2: 170,302 shares 170,302 $7.55M 0.6% +6,059 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,709 shares; 2024Q4: 18,890 shares; 2025Q1: 18,748 shares; 2025Q2: 18,741 shares; 2025Q3: 18,824 shares; 2025Q4: 18,671 shares; 2026Q1: 18,687 shares; 2026Q2: 20,240 shares 20,240 $7.49M 0.59% +1,553 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: 15,734 shares; 2024Q4: 15,572 shares; 2025Q1: 16,229 shares; 2025Q2: 16,258 shares; 2025Q3: 17,373 shares; 2025Q4: 18,048 shares; 2026Q1: 18,910 shares; 2026Q2: 19,655 shares 19,655 $6.94M 0.55% +745 Timeline DFSI 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: 77,454 shares; 2024Q4: 86,045 shares; 2025Q1: 94,097 shares; 2025Q2: 111,411 shares; 2025Q3: 124,380 shares; 2025Q4: 155,234 shares; 2026Q1: 151,947 shares; 2026Q2: 153,263 shares 153,263 $6.91M 0.55% +1,316 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: 25,405 shares; 2024Q4: 23,517 shares; 2025Q1: 23,917 shares; 2025Q2: 22,068 shares; 2025Q3: 21,625 shares; 2025Q4: 19,429 shares; 2026Q1: 19,763 shares; 2026Q2: 17,172 shares 17,172 $6.49M 0.51% -2,591 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: 31,750 shares; 2024Q4: 30,075 shares; 2025Q1: 30,936 shares; 2025Q2: 31,466 shares; 2025Q3: 30,626 shares; 2025Q4: 30,323 shares; 2026Q1: 27,369 shares; 2026Q2: 30,055 shares 30,055 $6.01M 0.47% +2,686 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,457 shares; 2025Q3: 50,754 shares; 2025Q4: 60,238 shares; 2026Q1: 58,713 shares; 2026Q2: 58,728 shares 58,728 $5.97M 0.47% +15 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,780 shares; 2024Q4: 43,296 shares; 2025Q1: 50,929 shares; 2025Q2: 89,495 shares; 2025Q3: 92,927 shares; 2025Q4: 97,377 shares; 2026Q1: 106,856 shares; 2026Q2: 113,799 shares 113,799 $5.76M 0.45% +6,943 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: 3,511 shares; 2024Q4: 4,139 shares; 2025Q1: 5,888 shares; 2025Q2: 6,009 shares; 2025Q3: 5,986 shares; 2025Q4: 5,881 shares; 2026Q1: 5,788 shares; 2026Q2: 5,202 shares 5,202 $5.54M 0.44% -586 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: 3,545 shares; 2024Q4: 4,161 shares; 2025Q1: 4,846 shares; 2025Q2: 5,492 shares; 2025Q3: 5,318 shares; 2025Q4: 5,359 shares; 2026Q1: 5,573 shares; 2026Q2: 7,944 shares 7,944 $5.46M 0.43% +2,371 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,250 shares; 2024Q4: 84,596 shares; 2025Q1: 82,878 shares; 2025Q2: 83,124 shares; 2025Q3: 80,387 shares; 2025Q4: 79,407 shares; 2026Q1: 71,547 shares; 2026Q2: 69,055 shares 69,055 $5.29M 0.42% -2,492 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: 66,670 shares; 2024Q4: 133,224 shares; 2025Q1: 186,091 shares; 2025Q2: 143,570 shares; 2025Q3: 143,570 shares; 2025Q4: 143,320 shares; 2026Q1: 142,650 shares; 2026Q2: 142,080 shares 142,080 $5.13M 0.41% -570 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,564 shares; 2024Q4: 117,607 shares; 2025Q1: 122,817 shares; 2025Q2: 127,010 shares; 2025Q3: 131,829 shares; 2025Q4: 137,004 shares; 2026Q1: 134,097 shares; 2026Q2: 137,541 shares 137,541 $5.07M 0.4% +3,444 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,823 shares; 2024Q4: 40,272 shares; 2025Q1: 50,662 shares; 2025Q2: 61,412 shares; 2025Q3: 75,372 shares; 2025Q4: 103,438 shares; 2026Q1: 116,374 shares; 2026Q2: 105,802 shares 105,802 $5.02M 0.4% -10,572 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: 19,787 shares; 2024Q4: 18,612 shares; 2025Q1: 19,964 shares; 2025Q2: 17,567 shares; 2025Q3: 17,554 shares; 2025Q4: 17,449 shares; 2026Q1: 17,624 shares; 2026Q2: 18,678 shares 18,678 $4.45M 0.35% +1,054 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: 1,753 shares; 2024Q4: 1,750 shares; 2025Q1: 1,729 shares; 2025Q2: 1,749 shares; 2025Q3: 1,741 shares; 2025Q4: 1,571 shares; 2026Q1: 1,594 shares; 2026Q2: 27,267 shares 27,267 $4.41M 0.35% +25,673 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: 45,639 shares; 2024Q4: 46,131 shares; 2025Q1: 50,801 shares; 2025Q2: 54,578 shares; 2025Q3: 53,416 shares; 2025Q4: 53,467 shares; 2026Q1: 53,182 shares; 2026Q2: 55,922 shares 55,922 $4.36M 0.34% +2,740 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: 10,408 shares; 2024Q4: 10,467 shares; 2025Q1: 13,675 shares; 2025Q2: 13,471 shares; 2025Q3: 13,334 shares; 2025Q4: 13,108 shares; 2026Q1: 12,927 shares; 2026Q2: 12,817 shares 12,817 $4.2M 0.33% -110 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: 29,012 shares; 2024Q4: 27,265 shares; 2025Q1: 27,469 shares; 2025Q2: 26,075 shares; 2025Q3: 28,775 shares; 2025Q4: 28,871 shares; 2026Q1: 29,012 shares; 2026Q2: 29,296 shares 29,296 $4.09M 0.32% +284 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: 26,993 shares; 2024Q4: 27,470 shares; 2025Q1: 28,424 shares; 2025Q2: 29,234 shares; 2025Q3: 30,484 shares; 2025Q4: 33,751 shares; 2026Q1: 34,499 shares; 2026Q2: 35,616 shares 35,616 $3.79M 0.3% +1,117 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: 13,017 shares; 2024Q4: 12,833 shares; 2025Q1: 13,021 shares; 2025Q2: 12,616 shares; 2025Q3: 11,521 shares; 2025Q4: 10,347 shares; 2026Q1: 10,309 shares; 2026Q2: 10,336 shares 10,336 $3.69M 0.29% +27 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: 46,918 shares; 2024Q4: 51,322 shares; 2025Q1: 53,570 shares; 2025Q2: 51,222 shares; 2025Q3: 52,984 shares; 2025Q4: 56,095 shares; 2026Q1: 54,839 shares; 2026Q2: 49,791 shares 49,791 $3.66M 0.29% -5,048 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: 1,116 shares; 2024Q4: 1,643 shares; 2025Q1: 2,868 shares; 2025Q2: 2,746 shares; 2025Q3: 2,781 shares; 2025Q4: 2,801 shares; 2026Q1: 2,882 shares; 2026Q2: 3,001 shares 3,001 $3.6M 0.28% +119 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,308 shares; 2024Q4: 63,509 shares; 2025Q1: 60,847 shares; 2025Q2: 60,257 shares; 2025Q3: 60,188 shares; 2025Q4: 58,986 shares; 2026Q1: 56,353 shares; 2026Q2: 56,282 shares 56,282 $3.34M 0.26% -71 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,239 shares; 2024Q4: 15,055 shares; 2025Q1: 15,055 shares; 2025Q2: 15,055 shares; 2025Q3: 15,055 shares; 2025Q4: 14,890 shares; 2026Q1: 14,890 shares; 2026Q2: 14,890 shares 14,890 $3.29M 0.26% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,468 shares; 2024Q4: 2,478 shares; 2025Q1: 2,439 shares; 2025Q2: 2,314 shares; 2025Q3: 2,358 shares; 2025Q4: 2,418 shares; 2026Q1: 2,532 shares; 2026Q2: 2,734 shares 2,734 $3.16M 0.25% +202 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,741 shares; 2024Q4: 55,455 shares; 2025Q1: 55,104 shares; 2025Q2: 56,308 shares; 2025Q3: 54,452 shares; 2025Q4: 51,452 shares; 2026Q1: 44,868 shares; 2026Q2: 42,915 shares 42,915 $2.75M 0.22% -1,953 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: 31,744 shares; 2024Q4: 31,292 shares; 2025Q1: 29,025 shares; 2025Q2: 28,486 shares; 2025Q3: 26,905 shares; 2025Q4: 24,319 shares; 2026Q1: 24,392 shares; 2026Q2: 23,525 shares 23,525 $2.74M 0.22% -867 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: 922 shares; 2024Q4: 918 shares; 2025Q1: 924 shares; 2025Q2: 931 shares; 2025Q3: 938 shares; 2025Q4: 932 shares; 2026Q1: 910 shares; 2026Q2: 8,977 shares 8,977 $2.71M 0.21% +8,067 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,625 shares; 2024Q4: 36,625 shares; 2025Q1: 35,300 shares; 2025Q2: 34,933 shares; 2025Q3: 34,733 shares; 2025Q4: 34,633 shares; 2026Q1: 32,285 shares; 2026Q2: 32,033 shares 32,033 $2.68M 0.21% -252 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,114 shares; 2024Q4: 41,114 shares; 2025Q1: 40,528 shares; 2025Q2: 39,896 shares; 2025Q3: 38,605 shares; 2025Q4: 38,604 shares; 2026Q1: 38,251 shares; 2026Q2: 37,432 shares 37,432 $2.49M 0.2% -819 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: 3,393 shares; 2024Q4: 3,348 shares; 2025Q1: 3,433 shares; 2025Q2: 3,432 shares; 2025Q3: 3,431 shares; 2025Q4: 3,470 shares; 2026Q1: 3,440 shares; 2026Q2: 3,288 shares 3,288 $2.38M 0.19% -152 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: 5,694 shares; 2024Q4: 5,609 shares; 2025Q1: 5,782 shares; 2025Q2: 5,987 shares; 2025Q3: 5,787 shares; 2025Q4: 5,248 shares; 2026Q1: 5,602 shares; 2026Q2: 5,576 shares 5,576 $2.32M 0.18% -26 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,705 shares; 2024Q4: 5,503 shares; 2025Q1: 5,503 shares; 2025Q2: 5,495 shares; 2025Q3: 5,495 shares; 2025Q4: 5,430 shares; 2026Q1: 5,430 shares; 2026Q2: 5,430 shares 5,430 $2.32M 0.18% 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: 13,751 shares; 2024Q4: 18,160 shares; 2025Q1: 17,193 shares; 2025Q2: 17,126 shares; 2025Q3: 17,082 shares; 2025Q4: 16,707 shares; 2026Q1: 16,650 shares; 2026Q2: 16,807 shares 16,807 $2.3M 0.18% +157 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: 6,982 shares; 2024Q4: 6,835 shares; 2025Q1: 5,844 shares; 2025Q2: 6,017 shares; 2025Q3: 5,936 shares; 2025Q4: 5,793 shares; 2026Q1: 5,785 shares; 2026Q2: 5,409 shares 5,409 $2.28M 0.18% -376 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: 14,564 shares; 2024Q4: 15,606 shares; 2025Q1: 23,680 shares; 2025Q2: 22,077 shares; 2025Q3: 24,760 shares; 2025Q4: 22,780 shares; 2026Q1: 22,777 shares; 2026Q2: 19,294 shares 19,294 $2.27M 0.18% -3,483 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: not reported; 2024Q4: 6,037 shares; 2025Q1: 6,407 shares; 2025Q2: 6,407 shares; 2025Q3: 6,407 shares; 2025Q4: 12,814 shares; 2026Q1: 11,804 shares; 2026Q2: 11,804 shares 11,804 $2.25M 0.18% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,969 shares; 2024Q4: 7,867 shares; 2025Q1: 18,821 shares; 2025Q2: 18,757 shares; 2025Q3: 18,774 shares; 2025Q4: 18,772 shares; 2026Q1: 19,259 shares; 2026Q2: 19,119 shares 19,119 $2.17M 0.17% -140 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,378 shares; 2024Q4: 2,416 shares; 2025Q1: 2,435 shares; 2025Q2: 2,447 shares; 2025Q3: 2,447 shares; 2025Q4: 2,448 shares; 2026Q1: 2,517 shares; 2026Q2: 2,902 shares 2,902 $2.14M 0.17% +385 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: 5,057 shares; 2024Q4: 4,705 shares; 2025Q1: 6,629 shares; 2025Q2: 6,567 shares; 2025Q3: 6,549 shares; 2025Q4: 6,253 shares; 2026Q1: 6,132 shares; 2026Q2: 5,951 shares 5,951 $2.1M 0.17% -181 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: 8,599 shares; 2024Q4: 8,279 shares; 2025Q1: 9,665 shares; 2025Q2: 7,721 shares; 2025Q3: 7,571 shares; 2025Q4: 7,844 shares; 2026Q1: 7,981 shares; 2026Q2: 8,211 shares 8,211 $2.09M 0.16% +230 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: 15,334 shares; 2024Q4: 15,333 shares; 2025Q1: 15,139 shares; 2025Q2: 11,870 shares; 2025Q3: 11,985 shares; 2025Q4: 8,747 shares; 2026Q1: 4,917 shares; 2026Q2: 3,536 shares 3,536 $2.05M 0.16% -1,381 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: 7,890 shares; 2024Q4: 10,770 shares; 2025Q1: 13,483 shares; 2025Q2: 13,518 shares; 2025Q3: 13,450 shares; 2025Q4: 13,320 shares; 2026Q1: 13,495 shares; 2026Q2: 13,878 shares 13,878 $2.04M 0.16% +383 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,724 shares; 2025Q2: 7,459 shares; 2025Q3: 7,511 shares; 2025Q4: 7,511 shares; 2026Q1: 7,588 shares; 2026Q2: 6,598 shares 6,598 $1.98M 0.16% -990 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: 36,022 shares; 2024Q4: 34,593 shares; 2025Q1: 34,953 shares; 2025Q2: 34,776 shares; 2025Q3: 34,176 shares; 2025Q4: 34,002 shares; 2026Q1: 33,899 shares; 2026Q2: 33,604 shares 33,604 $1.84M 0.15% -295 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: 14,295 shares; 2024Q4: 14,008 shares; 2025Q1: 14,162 shares; 2025Q2: 13,170 shares; 2025Q3: 12,932 shares; 2025Q4: 13,384 shares; 2026Q1: 13,373 shares; 2026Q2: 13,630 shares 13,630 $1.75M 0.14% +257 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: 20,044 shares; 2024Q4: 59,340 shares; 2025Q1: 59,367 shares; 2025Q2: 59,392 shares; 2025Q3: 57,845 shares; 2025Q4: 56,957 shares; 2026Q1: 58,610 shares; 2026Q2: 58,763 shares 58,763 $1.7M 0.13% +153 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: 29,845 shares; 2024Q4: 28,976 shares; 2025Q1: 29,168 shares; 2025Q2: 29,502 shares; 2025Q3: 29,676 shares; 2025Q4: 29,378 shares; 2026Q1: 29,601 shares; 2026Q2: 29,454 shares 29,454 $1.68M 0.13% -147 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: 5,286 shares; 2024Q4: 5,781 shares; 2025Q1: 11,886 shares; 2025Q2: 8,614 shares; 2025Q3: 8,485 shares; 2025Q4: 8,461 shares; 2026Q1: 8,336 shares; 2026Q2: 8,432 shares 8,432 $1.6M 0.13% +96 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,902 shares; 2025Q2: 6,907 shares; 2025Q3: 6,906 shares; 2025Q4: 6,939 shares; 2026Q1: 6,945 shares; 2026Q2: 6,968 shares 6,968 $1.58M 0.12% +23 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: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.12% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,883 shares; 2025Q1: 5,883 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,970 shares; 2026Q1: 20,495 shares; 2026Q2: 14,575 shares 14,575 $1.47M 0.12% -5,920 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,275 shares; 2024Q4: 2,516 shares; 2025Q1: 5,241 shares; 2025Q2: 4,822 shares; 2025Q3: 4,800 shares; 2025Q4: 4,746 shares; 2026Q1: 4,807 shares; 2026Q2: 4,810 shares 4,810 $1.43M 0.11% +3 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,588 shares; 2024Q4: 30,542 shares; 2025Q1: 30,542 shares; 2025Q2: 30,404 shares; 2025Q3: 29,910 shares; 2025Q4: 29,910 shares; 2026Q1: 29,571 shares; 2026Q2: 29,571 shares 29,571 $1.42M 0.11% 0 Timeline VIOV 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: 12,070 shares; 2024Q4: 12,070 shares; 2025Q1: 12,070 shares; 2025Q2: 12,070 shares; 2025Q3: 12,070 shares; 2025Q4: 12,070 shares; 2026Q1: 12,070 shares; 2026Q2: 12,070 shares 12,070 $1.42M 0.11% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,103 shares; 2024Q4: 6,053 shares; 2025Q1: 7,674 shares; 2025Q2: 7,634 shares; 2025Q3: 7,625 shares; 2025Q4: 7,639 shares; 2026Q1: 7,654 shares; 2026Q2: 7,579 shares 7,579 $1.37M 0.11% -75 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: 3,777 shares; 2024Q4: 3,741 shares; 2025Q1: 3,761 shares; 2025Q2: 3,749 shares; 2025Q3: 4,279 shares; 2025Q4: 4,249 shares; 2026Q1: 4,603 shares; 2026Q2: 4,686 shares 4,686 $1.32M 0.1% +83 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,772 shares; 2024Q4: 10,982 shares; 2025Q1: 10,982 shares; 2025Q2: 10,442 shares; 2025Q3: 10,475 shares; 2025Q4: 18,063 shares; 2026Q1: 17,463 shares; 2026Q2: 16,257 shares 16,257 $1.32M 0.1% -1,206 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,396 shares; 2026Q2: 26,905 shares 26,905 $1.3M 0.1% +12,509 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: 4,281 shares; 2024Q4: 4,281 shares; 2025Q1: 4,430 shares; 2025Q2: 3,978 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares; 2026Q1: 3,999 shares; 2026Q2: 15,908 shares 15,908 $1.28M 0.1% +11,909 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: 3,121 shares; 2024Q4: 3,121 shares; 2025Q1: 8,731 shares; 2025Q2: 3,121 shares; 2025Q3: 3,121 shares; 2025Q4: 3,121 shares; 2026Q1: 3,121 shares; 2026Q2: 3,121 shares 3,121 $1.28M 0.1% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 2,278 shares; 2025Q3: 2,296 shares; 2025Q4: 2,300 shares; 2026Q1: 2,393 shares; 2026Q2: 14,400 shares 14,400 $1.24M 0.1% +12,007 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: 8,011 shares; 2024Q4: 31,120 shares; 2025Q1: 29,927 shares; 2025Q2: 29,927 shares; 2025Q3: 29,927 shares; 2025Q4: 29,927 shares; 2026Q1: 32,357 shares; 2026Q2: 36,357 shares 36,357 $1.23M 0.1% +4,000 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: 4,624 shares; 2024Q4: 4,593 shares; 2025Q1: 4,611 shares; 2025Q2: 4,694 shares; 2025Q3: 4,686 shares; 2025Q4: 4,556 shares; 2026Q1: 5,132 shares; 2026Q2: 4,832 shares 4,832 $1.22M 0.1% -300 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,341 shares; 2024Q4: 1,291 shares; 2025Q1: 1,488 shares; 2025Q2: 1,388 shares; 2025Q3: 1,376 shares; 2025Q4: 1,280 shares; 2026Q1: 1,283 shares; 2026Q2: 1,279 shares 1,279 $1.2M 0.09% -4 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 3,093 shares; 2025Q1: 3,157 shares; 2025Q2: 3,143 shares; 2025Q3: 3,090 shares; 2025Q4: 3,099 shares; 2026Q1: 3,059 shares; 2026Q2: 3,076 shares 3,076 $1.19M 0.09% +17 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: 10,404 shares; 2024Q4: 10,198 shares; 2025Q1: 15,103 shares; 2025Q2: 14,303 shares; 2025Q3: 14,303 shares; 2025Q4: 14,186 shares; 2026Q1: 14,186 shares; 2026Q2: 14,124 shares 14,124 $1.18M 0.09% -62 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,806 shares; 2024Q4: 3,552 shares; 2025Q1: 3,512 shares; 2025Q2: 3,482 shares; 2025Q3: 3,123 shares; 2025Q4: 2,454 shares; 2026Q1: 2,422 shares; 2026Q2: 2,404 shares 2,404 $1.15M 0.09% -18 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,090 shares; 2025Q2: 28,090 shares; 2025Q3: 28,090 shares; 2025Q4: 28,090 shares; 2026Q1: 28,090 shares; 2026Q2: 28,090 shares 28,090 $1.14M 0.09% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,748 shares; 2024Q4: 4,748 shares; 2025Q1: 9,736 shares; 2025Q2: 9,692 shares; 2025Q3: 9,687 shares; 2025Q4: 9,701 shares; 2026Q1: 9,701 shares; 2026Q2: 9,733 shares 9,733 $1.14M 0.09% +32 Timeline JMSI 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: 13,548 shares; 2024Q4: 18,548 shares; 2025Q1: 18,548 shares; 2025Q2: 20,018 shares; 2025Q3: 20,526 shares; 2025Q4: 20,526 shares; 2026Q1: 21,725 shares; 2026Q2: 22,203 shares 22,203 $1.12M 0.09% +478 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,275 shares; 2024Q4: 13,275 shares; 2025Q1: 13,275 shares; 2025Q2: 13,275 shares; 2025Q3: 12,272 shares; 2025Q4: 12,272 shares; 2026Q1: 12,272 shares; 2026Q2: 12,272 shares 12,272 $1.12M 0.09% 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: 2,606 shares; 2024Q4: 2,468 shares; 2025Q1: 2,329 shares; 2025Q2: 2,291 shares; 2025Q3: 2,246 shares; 2025Q4: 2,246 shares; 2026Q1: 2,245 shares; 2026Q2: 8,980 shares 8,980 $1.12M 0.09% +6,735 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: 18,346 shares; 2024Q4: 18,346 shares; 2025Q1: 14,827 shares; 2025Q2: 12,621 shares; 2025Q3: 12,621 shares; 2025Q4: 12,626 shares; 2026Q1: 12,626 shares; 2026Q2: 12,816 shares 12,816 $1.1M 0.09% +190 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,694 shares; 2024Q4: 7,694 shares; 2025Q1: 7,694 shares; 2025Q2: 7,142 shares; 2025Q3: 6,816 shares; 2025Q4: 6,802 shares; 2026Q1: 6,802 shares; 2026Q2: 6,567 shares 6,567 $1.03M 0.08% -235 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,401 shares; 2024Q4: 8,408 shares; 2025Q1: 8,415 shares; 2025Q2: 8,401 shares; 2025Q3: 8,402 shares; 2025Q4: 8,402 shares; 2026Q1: 8,402 shares; 2026Q2: 8,406 shares 8,406 $1.02M 0.08% +4 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,110 shares; 2024Q4: 12,110 shares; 2025Q1: 12,441 shares; 2025Q2: 12,261 shares; 2025Q3: 12,149 shares; 2025Q4: 12,268 shares; 2026Q1: 12,247 shares; 2026Q2: 12,249 shares 12,249 $998K 0.08% +2 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,888 shares; 2024Q4: 2,790 shares; 2025Q1: 2,983 shares; 2025Q2: 2,955 shares; 2025Q3: 2,935 shares; 2025Q4: 3,012 shares; 2026Q1: 3,009 shares; 2026Q2: 2,895 shares 2,895 $993K 0.08% -114 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,057 shares; 2024Q4: 11,651 shares; 2025Q1: 11,688 shares; 2025Q2: 8,818 shares; 2025Q3: 7,622 shares; 2025Q4: 7,492 shares; 2026Q1: 7,626 shares; 2026Q2: 3,870 shares 3,870 $985K 0.08% -3,756 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,677 shares; 2024Q4: 17,219 shares; 2025Q1: 15,330 shares; 2025Q2: 14,451 shares; 2025Q3: 14,187 shares; 2025Q4: 14,029 shares; 2026Q1: 13,634 shares; 2026Q2: 12,724 shares 12,724 $985K 0.08% -910 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,364 shares; 2025Q2: 30,313 shares; 2025Q3: 30,539 shares; 2025Q4: 30,263 shares; 2026Q1: 30,263 shares; 2026Q2: 30,328 shares 30,328 $970K 0.08% +65 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: 2,839 shares; 2024Q4: 3,530 shares; 2025Q1: 5,499 shares; 2025Q2: 5,436 shares; 2025Q3: 5,586 shares; 2025Q4: 5,669 shares; 2026Q1: 5,744 shares; 2026Q2: 5,674 shares 5,674 $941K 0.07% -70 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,326 shares; 2026Q1: 9,916 shares; 2026Q2: 10,003 shares 10,003 $917K 0.07% +87 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: 314 shares; 2025Q1: 1,028 shares; 2025Q2: 1,003 shares; 2025Q3: 1,005 shares; 2025Q4: 943 shares; 2026Q1: 945 shares; 2026Q2: 948 shares 948 $912K 0.07% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,211 shares; 2025Q3: 3,965 shares; 2025Q4: 3,862 shares; 2026Q1: 3,792 shares; 2026Q2: 3,525 shares 3,525 $900K 0.07% -267 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: 6,628 shares; 2024Q4: 4,182 shares; 2025Q1: 4,153 shares; 2025Q2: 4,270 shares; 2025Q3: 4,305 shares; 2025Q4: 3,167 shares; 2026Q1: 2,971 shares; 2026Q2: 2,869 shares 2,869 $855K 0.07% -102 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,944 shares; 2024Q4: 9,063 shares; 2025Q1: 12,250 shares; 2025Q2: 13,830 shares; 2025Q3: 18,107 shares; 2025Q4: 18,810 shares; 2026Q1: 18,844 shares; 2026Q2: 20,282 shares 20,282 $837K 0.07% +1,438 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,152 shares; 2024Q4: 1,360 shares; 2025Q1: 3,000 shares; 2025Q2: 2,998 shares; 2025Q3: 2,990 shares; 2025Q4: 2,996 shares; 2026Q1: 2,998 shares; 2026Q2: 3,015 shares 3,015 $815K 0.06% +17 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 3,530 shares; 2025Q2: 3,621 shares; 2025Q3: 3,621 shares; 2025Q4: 3,291 shares; 2026Q1: 3,285 shares; 2026Q2: 3,284 shares 3,284 $809K 0.06% -1 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,225 shares; 2025Q2: 9,823 shares; 2025Q3: 9,823 shares; 2025Q4: 9,729 shares; 2026Q1: 9,710 shares; 2026Q2: 9,703 shares 9,703 $804K 0.06% -7 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569 shares; 2024Q4: 484 shares; 2025Q1: 592 shares; 2025Q2: 571 shares; 2025Q3: 567 shares; 2025Q4: 5,672 shares; 2026Q1: 4,472 shares; 2026Q2: 10,542 shares 10,542 $753K 0.06% +6,070 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: 10,831 shares; 2024Q4: 10,686 shares; 2025Q1: 10,492 shares; 2025Q2: 10,499 shares; 2025Q3: 10,520 shares; 2025Q4: 10,457 shares; 2026Q1: 10,453 shares; 2026Q2: 10,433 shares 10,433 $751K 0.06% -20 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: 10,649 shares; 2024Q4: 10,575 shares; 2025Q1: 13,548 shares; 2025Q2: 14,057 shares; 2025Q3: 13,358 shares; 2025Q4: 13,005 shares; 2026Q1: 12,834 shares; 2026Q2: 12,519 shares 12,519 $747K 0.06% -315 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: 3,184 shares; 2024Q4: 3,183 shares; 2025Q1: 3,209 shares; 2025Q2: 3,281 shares; 2025Q3: 3,340 shares; 2025Q4: 3,261 shares; 2026Q1: 3,091 shares; 2026Q2: 3,198 shares 3,198 $716K 0.06% +107 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: 2,204 shares; 2024Q4: 2,135 shares; 2025Q1: 2,096 shares; 2025Q2: 2,118 shares; 2025Q3: 2,114 shares; 2025Q4: 2,099 shares; 2026Q1: 2,092 shares; 2026Q2: 2,074 shares 2,074 $702K 0.06% -18 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,338 shares; 2024Q4: 4,388 shares; 2025Q1: 4,701 shares; 2025Q2: 3,422 shares; 2025Q3: 3,422 shares; 2025Q4: 3,162 shares; 2026Q1: 3,198 shares; 2026Q2: 3,231 shares 3,231 $687K 0.05% +33 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: 1,517 shares; 2024Q4: 1,390 shares; 2025Q1: 1,422 shares; 2025Q2: 1,380 shares; 2025Q3: 1,378 shares; 2025Q4: 1,299 shares; 2026Q1: 1,282 shares; 2026Q2: 1,312 shares 1,312 $674K 0.05% +30 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: 2,247 shares; 2024Q4: 2,172 shares; 2025Q1: 1,801 shares; 2025Q2: 1,795 shares; 2025Q3: 1,741 shares; 2025Q4: 1,730 shares; 2026Q1: 1,759 shares; 2026Q2: 1,754 shares 1,754 $656K 0.05% -5 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: 8,341 shares; 2024Q4: 8,127 shares; 2025Q1: 8,186 shares; 2025Q2: 7,825 shares; 2025Q3: 8,006 shares; 2025Q4: 8,255 shares; 2026Q1: 8,163 shares; 2026Q2: 7,928 shares 7,928 $655K 0.05% -235 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 5,704 shares; 2025Q2: 5,680 shares; 2025Q3: 5,625 shares; 2025Q4: 5,696 shares; 2026Q1: 5,687 shares; 2026Q2: 5,702 shares 5,702 $631K 0.05% +15 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: 1,328 shares; 2024Q4: 1,306 shares; 2025Q1: 1,385 shares; 2025Q2: 1,381 shares; 2025Q3: 1,406 shares; 2025Q4: 1,368 shares; 2026Q1: 1,397 shares; 2026Q2: 1,325 shares 1,325 $565K 0.04% -72 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: 495 shares; 2025Q3: 461 shares; 2025Q4: 462 shares; 2026Q1: 459 shares; 2026Q2: 469 shares 469 $551K 0.04% +10 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,346 shares; 2024Q4: 1,240 shares; 2025Q1: 1,399 shares; 2025Q2: 1,210 shares; 2025Q3: 1,202 shares; 2025Q4: 1,127 shares; 2026Q1: 1,116 shares; 2026Q2: 1,090 shares 1,090 $547K 0.04% -26 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,026 shares; 2025Q4: 820 shares; 2026Q1: 610 shares; 2026Q2: 566 shares 566 $546K 0.04% -44 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,179 shares; 2024Q4: 2,179 shares; 2025Q1: 2,189 shares; 2025Q2: 2,190 shares; 2025Q3: 2,222 shares; 2025Q4: 2,201 shares; 2026Q1: 2,357 shares; 2026Q2: 2,368 shares 2,368 $542K 0.04% +11 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,573 shares; 2024Q4: 24,507 shares; 2025Q1: 24,560 shares; 2025Q2: 24,259 shares; 2025Q3: 23,566 shares; 2025Q4: 20,894 shares; 2026Q1: 20,694 shares; 2026Q2: 19,906 shares 19,906 $535K 0.04% -788 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,377 shares; 2024Q4: 15,671 shares; 2025Q1: 15,669 shares; 2025Q2: 15,668 shares; 2025Q3: 15,668 shares; 2025Q4: 13,286 shares; 2026Q1: 13,284 shares; 2026Q2: 13,246 shares 13,246 $530K 0.04% -38 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,583 shares; 2024Q4: 3,581 shares; 2025Q1: 3,615 shares; 2025Q2: 3,666 shares; 2025Q3: 3,883 shares; 2025Q4: 3,695 shares; 2026Q1: 3,798 shares; 2026Q2: 4,014 shares 4,014 $528K 0.04% +216 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: 5,405 shares; 2024Q4: 9,692 shares; 2025Q1: 9,921 shares; 2025Q2: 10,166 shares; 2025Q3: 10,166 shares; 2025Q4: 9,916 shares; 2026Q1: 9,911 shares; 2026Q2: 9,726 shares 9,726 $521K 0.04% -185 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: 12,080 shares; 2024Q4: 11,925 shares; 2025Q1: 12,521 shares; 2025Q2: 12,282 shares; 2025Q3: 12,556 shares; 2025Q4: 12,260 shares; 2026Q1: 12,495 shares; 2026Q2: 12,169 shares 12,169 $515K 0.04% -326 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,358 shares; 2024Q4: 6,160 shares; 2025Q1: 6,201 shares; 2025Q2: 6,144 shares; 2025Q3: 6,115 shares; 2025Q4: 6,119 shares; 2026Q1: 3,943 shares; 2026Q2: 4,000 shares 4,000 $505K 0.04% +57 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: 1,696 shares; 2024Q4: 1,609 shares; 2025Q1: 1,618 shares; 2025Q2: 1,528 shares; 2025Q3: 1,518 shares; 2025Q4: 1,507 shares; 2026Q1: 1,444 shares; 2026Q2: 1,389 shares 1,389 $503K 0.04% -55 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: 5,148 shares; 2024Q4: 6,018 shares; 2025Q1: 6,041 shares; 2025Q2: 6,185 shares; 2025Q3: 6,020 shares; 2025Q4: 5,987 shares; 2026Q1: 5,958 shares; 2026Q2: 5,540 shares 5,540 $503K 0.04% -418 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: 6,639 shares; 2024Q4: 6,312 shares; 2025Q1: 6,043 shares; 2025Q2: 6,031 shares; 2025Q3: 6,091 shares; 2025Q4: 6,074 shares; 2026Q1: 6,091 shares; 2026Q2: 6,165 shares 6,165 $501K 0.04% +74 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,378 shares; 2024Q4: 7,342 shares; 2025Q1: 7,091 shares; 2025Q2: 6,225 shares; 2025Q3: 6,052 shares; 2025Q4: 5,485 shares; 2026Q1: 5,212 shares; 2026Q2: 5,067 shares 5,067 $497K 0.04% -145 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: 726 shares; 2024Q4: 726 shares; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 726 shares; 2026Q2: 1,226 shares 1,226 $483K 0.04% +500 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: 4,935 shares; 2024Q4: 4,847 shares; 2025Q1: 4,850 shares; 2025Q2: 4,902 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares; 2026Q1: 4,811 shares; 2026Q2: 4,570 shares 4,570 $475K 0.04% -241 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,521 shares; 2026Q2: 8,419 shares 8,419 $475K 0.04% -102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,963 shares; 2026Q1: 5,425 shares; 2026Q2: 6,257 shares 6,257 $472K 0.04% +832 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: 765 shares; 2024Q4: 765 shares; 2025Q1: 764 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 666 shares; 2026Q1: 666 shares; 2026Q2: 666 shares 666 $468K 0.04% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,288 shares; 2024Q4: 3,668 shares; 2025Q1: 3,682 shares; 2025Q2: 3,419 shares; 2025Q3: 3,726 shares; 2025Q4: 3,348 shares; 2026Q1: 3,237 shares; 2026Q2: 3,157 shares 3,157 $463K 0.04% -80 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: 1,634 shares; 2024Q4: 1,659 shares; 2025Q1: 1,563 shares; 2025Q2: 1,568 shares; 2025Q3: 1,562 shares; 2025Q4: 1,538 shares; 2026Q1: 1,568 shares; 2026Q2: 1,573 shares 1,573 $461K 0.04% +5 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,377 shares; 2024Q4: 1,376 shares; 2025Q1: 1,378 shares; 2025Q2: 1,573 shares; 2025Q3: 1,581 shares; 2025Q4: 1,578 shares; 2026Q1: 1,568 shares; 2026Q2: 1,576 shares 1,576 $446K 0.04% +8 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 196 shares 196 $446K 0.04% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,240 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,929 shares; 2025Q3: 4,785 shares; 2025Q4: 4,206 shares; 2026Q1: 4,148 shares; 2026Q2: 3,971 shares 3,971 $445K 0.04% -177 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,422 shares; 2024Q4: 1,367 shares; 2025Q1: 1,370 shares; 2025Q2: 1,149 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 1,148 shares; 2026Q2: 1,164 shares 1,164 $437K 0.03% +16 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,736 shares; 2026Q2: 27,460 shares 27,460 $433K 0.03% +16,724 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: not reported; 2024Q4: not reported; 2025Q1: 9,655 shares; 2025Q2: 9,098 shares; 2025Q3: 9,100 shares; 2025Q4: 13,398 shares; 2026Q1: 13,436 shares; 2026Q2: 13,582 shares 13,582 $431K 0.03% +146 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: 1,223 shares; 2024Q4: 1,210 shares; 2025Q1: 1,258 shares; 2025Q2: 1,242 shares; 2025Q3: 1,253 shares; 2025Q4: 1,266 shares; 2026Q1: 1,239 shares; 2026Q2: 1,288 shares 1,288 $425K 0.03% +49 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,231 shares; 2024Q4: 50,231 shares; 2025Q1: 50,231 shares; 2025Q2: 50,229 shares; 2025Q3: 50,227 shares; 2025Q4: 50,227 shares; 2026Q1: 50,227 shares; 2026Q2: 50,227 shares 50,227 $423K 0.03% 0 Timeline SUSA 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: 3,128 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 2,734 shares; 2026Q2: 2,734 shares 2,734 $422K 0.03% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 1,444 shares; 2025Q1: 1,438 shares; 2025Q2: 1,462 shares; 2025Q3: 1,137 shares; 2025Q4: 1,139 shares; 2026Q1: not reported; 2026Q2: 1,228 shares 1,228 $419K 0.03% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,842 shares; 2024Q4: 2,885 shares; 2025Q1: 2,888 shares; 2025Q2: 2,889 shares; 2025Q3: 2,896 shares; 2025Q4: 2,908 shares; 2026Q1: 2,907 shares; 2026Q2: 2,872 shares 2,872 $411K 0.03% -35 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,896 shares; 2024Q4: 14,896 shares; 2025Q1: 14,965 shares; 2025Q2: 14,981 shares; 2025Q3: 14,981 shares; 2025Q4: 14,981 shares; 2026Q1: 14,981 shares; 2026Q2: 14,946 shares 14,946 $407K 0.03% -35 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,692 shares; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,637 shares; 2025Q4: 1,532 shares; 2026Q1: 1,448 shares; 2026Q2: 1,448 shares 1,448 $400K 0.03% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,769 shares; 2024Q4: 3,786 shares; 2025Q1: 3,806 shares; 2025Q2: 3,387 shares; 2025Q3: 3,433 shares; 2025Q4: 3,433 shares; 2026Q1: 3,545 shares; 2026Q2: 3,451 shares 3,451 $391K 0.03% -94 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: 1,732 shares; 2024Q4: 1,678 shares; 2025Q1: 1,684 shares; 2025Q2: 1,659 shares; 2025Q3: 1,661 shares; 2025Q4: 1,666 shares; 2026Q1: 1,663 shares; 2026Q2: 1,692 shares 1,692 $377K 0.03% +29 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: 2,528 shares; 2024Q4: 2,529 shares; 2025Q1: 2,530 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares; 2025Q4: 2,437 shares; 2026Q1: 2,338 shares; 2026Q2: 2,338 shares 2,338 $370K 0.03% 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: 1,740 shares; 2024Q4: 1,497 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares; 2026Q2: 1,496 shares 1,496 $363K 0.03% -1 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 808 shares 808 $349K 0.03% new Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,582 shares; 2024Q4: 6,573 shares; 2025Q1: 6,901 shares; 2025Q2: 6,948 shares; 2025Q3: 7,235 shares; 2025Q4: 7,061 shares; 2026Q1: 6,755 shares; 2026Q2: 7,032 shares 7,032 $342K 0.03% +277 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,275 shares; 2026Q2: 3,275 shares 3,275 $335K 0.03% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,782 shares; 2024Q4: 1,705 shares; 2025Q1: 1,730 shares; 2025Q2: 1,708 shares; 2025Q3: 1,646 shares; 2025Q4: 1,475 shares; 2026Q1: 1,450 shares; 2026Q2: 1,402 shares 1,402 $331K 0.03% -48 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 988 shares 988 $329K 0.03% new 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $329K 0.03% 0 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: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,561 shares; 2026Q1: 1,661 shares; 2026Q2: 2,061 shares 2,061 $327K 0.03% +400 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: 5,663 shares; 2024Q4: 5,965 shares; 2025Q1: 6,031 shares; 2025Q2: 6,177 shares; 2025Q3: 5,873 shares; 2025Q4: 5,836 shares; 2026Q1: 5,761 shares; 2026Q2: 5,655 shares 5,655 $326K 0.03% -106 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 11,512 shares; 2026Q1: 21,454 shares; 2026Q2: 31,398 shares 31,398 $325K 0.03% +9,944 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: 4,633 shares; 2024Q4: 4,854 shares; 2025Q1: 10,759 shares; 2025Q2: 4,619 shares; 2025Q3: 4,668 shares; 2025Q4: 4,672 shares; 2026Q1: 4,664 shares; 2026Q2: 3,682 shares 3,682 $323K 0.03% -982 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: 391 shares; 2024Q4: 391 shares; 2025Q1: 415 shares; 2025Q2: 419 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 377 shares; 2026Q2: 2,686 shares 2,686 $321K 0.03% +2,309 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: 822 shares; 2026Q1: 807 shares; 2026Q2: 806 shares 806 $320K 0.03% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 478 shares; 2026Q1: 465 shares; 2026Q2: 448 shares 448 $320K 0.03% -17 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,053 shares 1,053 $319K 0.03% new Timeline VONV 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: 5,978 shares; 2024Q4: 5,978 shares; 2025Q1: 5,978 shares; 2025Q2: 3,911 shares; 2025Q3: 3,911 shares; 2025Q4: 3,911 shares; 2026Q1: 3,911 shares; 2026Q2: 2,989 shares 2,989 $318K 0.03% -922 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: 2,316 shares; 2024Q4: 2,238 shares; 2025Q1: 2,216 shares; 2025Q2: 2,172 shares; 2025Q3: 2,173 shares; 2025Q4: 2,154 shares; 2026Q1: 2,633 shares; 2026Q2: 2,710 shares 2,710 $318K 0.03% +77 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 1,696 shares; 2025Q1: 1,712 shares; 2025Q2: 1,710 shares; 2025Q3: 1,678 shares; 2025Q4: 1,310 shares; 2026Q1: 1,293 shares; 2026Q2: 1,241 shares 1,241 $317K 0.03% -52 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,257 shares; 2025Q4: 2,232 shares; 2026Q1: 2,233 shares; 2026Q2: 2,228 shares 2,228 $312K 0.02% -5 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 877 shares 877 $311K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,619 shares; 2024Q4: 4,606 shares; 2025Q1: 3,693 shares; 2025Q2: 3,705 shares; 2025Q3: 2,682 shares; 2025Q4: 2,667 shares; 2026Q1: 2,680 shares; 2026Q2: 2,683 shares 2,683 $306K 0.02% +3 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: 4,960 shares; 2024Q4: 4,960 shares; 2025Q1: 4,960 shares; 2025Q2: 4,960 shares; 2025Q3: 4,980 shares; 2025Q4: 4,980 shares; 2026Q1: 4,980 shares; 2026Q2: 4,980 shares 4,980 $305K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,934 shares; 2025Q4: 1,962 shares; 2026Q1: 1,922 shares; 2026Q2: 2,004 shares 2,004 $304K 0.02% +82 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: 736 shares; 2024Q4: 717 shares; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 972 shares; 2026Q2: 969 shares 969 $303K 0.02% -3 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: 3,345 shares; 2024Q4: 3,209 shares; 2025Q1: 3,178 shares; 2025Q2: 3,178 shares; 2025Q3: 3,178 shares; 2025Q4: 3,110 shares; 2026Q1: 3,078 shares; 2026Q2: 3,144 shares 3,144 $303K 0.02% +66 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: 2,495 shares; 2024Q4: 2,450 shares; 2025Q1: 2,338 shares; 2025Q2: 2,420 shares; 2025Q3: 2,277 shares; 2025Q4: not reported; 2026Q1: 2,275 shares; 2026Q2: 2,308 shares 2,308 $301K 0.02% +33 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: 1,199 shares; 2024Q4: 1,899 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 4,028 shares; 2026Q1: 4,028 shares; 2026Q2: 2,555 shares 2,555 $300K 0.02% -1,473 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: 212 shares; 2024Q4: 213 shares; 2025Q1: 216 shares; 2025Q2: 220 shares; 2025Q3: 223 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 217 shares 217 $295K 0.02% -7 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: 7,188 shares; 2024Q4: 7,188 shares; 2025Q1: 7,188 shares; 2025Q2: 6,094 shares; 2025Q3: 6,094 shares; 2025Q4: 6,094 shares; 2026Q1: 6,094 shares; 2026Q2: 5,836 shares 5,836 $294K 0.02% -258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,953 shares; 2025Q4: 1,909 shares; 2026Q1: 1,870 shares; 2026Q2: 1,653 shares 1,653 $291K 0.02% -217 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175 shares; 2024Q4: 1,163 shares; 2025Q1: 1,212 shares; 2025Q2: 1,193 shares; 2025Q3: 1,192 shares; 2025Q4: 1,261 shares; 2026Q1: 1,248 shares; 2026Q2: 1,329 shares 1,329 $290K 0.02% +81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 300 shares; 2026Q2: 287 shares 287 $290K 0.02% -13 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,508 shares; 2026Q1: 1,488 shares; 2026Q2: 1,387 shares 1,387 $290K 0.02% -101 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: 4,222 shares; 2024Q4: 3,805 shares; 2025Q1: 3,394 shares; 2025Q2: 3,674 shares; 2025Q3: 3,663 shares; 2025Q4: 2,986 shares; 2026Q1: 3,190 shares; 2026Q2: 3,008 shares 3,008 $290K 0.02% -182 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,292 shares 6,292 $284K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,880 shares; 2025Q4: 2,913 shares; 2026Q1: 2,932 shares; 2026Q2: 2,743 shares 2,743 $284K 0.02% -189 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: 3,906 shares; 2024Q4: 2,926 shares; 2025Q1: 3,137 shares; 2025Q2: 2,300 shares; 2025Q3: 2,242 shares; 2025Q4: 1,894 shares; 2026Q1: 1,962 shares; 2026Q2: 2,047 shares 2,047 $277K 0.02% +85 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: 2,260 shares; 2024Q4: 2,209 shares; 2025Q1: 1,954 shares; 2025Q2: 2,030 shares; 2025Q3: 1,992 shares; 2025Q4: 2,044 shares; 2026Q1: not reported; 2026Q2: 1,484 shares 1,484 $274K 0.02% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,737 shares; 2025Q4: 4,670 shares; 2026Q1: 4,546 shares; 2026Q2: 4,608 shares 4,608 $274K 0.02% +62 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares; 2026Q2: 1,186 shares 1,186 $272K 0.02% -18 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,783 shares; 2025Q2: 2,720 shares; 2025Q3: 2,719 shares; 2025Q4: 2,370 shares; 2026Q1: 2,355 shares; 2026Q2: 2,367 shares 2,367 $272K 0.02% +12 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,555 shares 1,555 $264K 0.02% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $260K 0.02% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,515 shares; 2025Q2: 3,340 shares; 2025Q3: 3,340 shares; 2025Q4: 3,340 shares; 2026Q1: 3,340 shares; 2026Q2: 3,340 shares 3,340 $258K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693 shares; 2024Q4: 679 shares; 2025Q1: 702 shares; 2025Q2: 681 shares; 2025Q3: 685 shares; 2025Q4: 667 shares; 2026Q1: 647 shares; 2026Q2: 630 shares 630 $257K 0.02% -17 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: not reported; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: not reported; 2025Q3: 1,847 shares; 2025Q4: 1,865 shares; 2026Q1: 1,865 shares; 2026Q2: 1,869 shares 1,869 $256K 0.02% +4 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,874 shares; 2025Q1: 2,834 shares; 2025Q2: 2,829 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,804 shares; 2026Q2: 2,812 shares 2,812 $254K 0.02% +8 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,022 shares 1,022 $251K 0.02% +45 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,047 shares 8,047 $250K 0.02% new Timeline ELPC COMPANHIA PARANAENSE DE ENER More: the full row for COMPANHIA PARANAENSE DE ENER 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: 27,063 shares; 2026Q1: 26,528 shares; 2026Q2: 21,201 shares 21,201 $247K 0.02% -5,327 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,632 shares 2,632 $247K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,506 shares; 2024Q4: 1,528 shares; 2025Q1: 1,505 shares; 2025Q2: 2,591 shares; 2025Q3: 2,465 shares; 2025Q4: 2,504 shares; 2026Q1: 1,886 shares; 2026Q2: 1,973 shares 1,973 $246K 0.02% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,744 shares; 2026Q2: 1,715 shares 1,715 $246K 0.02% -29 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,391 shares; 2024Q4: 11,391 shares; 2025Q1: 11,447 shares; 2025Q2: 11,391 shares; 2025Q3: 11,391 shares; 2025Q4: 11,391 shares; 2026Q1: 11,391 shares; 2026Q2: 11,391 shares 11,391 $245K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 478 shares; 2025Q1: 487 shares; 2025Q2: 470 shares; 2025Q3: 433 shares; 2025Q4: 422 shares; 2026Q1: 421 shares; 2026Q2: 475 shares 475 $242K 0.02% +54 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: 972 shares; 2024Q4: 895 shares; 2025Q1: 898 shares; 2025Q2: 918 shares; 2025Q3: 867 shares; 2025Q4: 882 shares; 2026Q1: 886 shares; 2026Q2: 878 shares 878 $239K 0.02% -8 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: not reported; 2024Q4: not reported; 2025Q1: 582 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares; 2026Q2: 376 shares 376 $239K 0.02% +1 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 894 shares; 2026Q2: 902 shares 902 $235K 0.02% +8 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,829 shares; 2026Q1: not reported; 2026Q2: 3,004 shares 3,004 $232K 0.02% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,355 shares 1,355 $232K 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,539 shares; 2024Q4: not reported; 2025Q1: 2,379 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 2,348 shares; 2026Q1: 2,348 shares; 2026Q2: 2,373 shares 2,373 $227K 0.02% +25 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: 3,724 shares; 2024Q4: 3,626 shares; 2025Q1: 3,619 shares; 2025Q2: 3,560 shares; 2025Q3: 3,522 shares; 2025Q4: not reported; 2026Q1: 3,728 shares; 2026Q2: 3,760 shares 3,760 $217K 0.02% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: not reported; 2026Q2: 1,625 shares 1,625 $214K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,519 shares; 2024Q4: 8,140 shares; 2025Q1: 7,909 shares; 2025Q2: 7,591 shares; 2025Q3: 7,436 shares; 2025Q4: 7,189 shares; 2026Q1: 8,550 shares; 2026Q2: 8,533 shares 8,533 $209K 0.02% -17 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,389 shares 1,389 $205K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,042 shares; 2025Q4: 2,452 shares; 2026Q1: 2,060 shares; 2026Q2: 2,072 shares 2,072 $205K 0.02% +12 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,916 shares; 2026Q2: 3,900 shares 3,900 $204K 0.02% -16 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 901 shares; 2026Q1: 1,153 shares; 2026Q2: 999 shares 999 $200K 0.02% -154 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 813 shares 813 $200K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 1,303 shares 1,303 $200K 0.02% new Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,615 shares; 2024Q4: 20,615 shares; 2025Q1: 20,615 shares; 2025Q2: 20,615 shares; 2025Q3: 20,615 shares; 2025Q4: 20,615 shares; 2026Q1: 20,615 shares; 2026Q2: 20,615 shares 20,615 $195K 0.02% 0 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,502 shares; 2024Q4: 16,502 shares; 2025Q1: 16,502 shares; 2025Q2: 16,155 shares; 2025Q3: 15,536 shares; 2025Q4: 13,658 shares; 2026Q1: 13,271 shares; 2026Q2: 12,704 shares 12,704 $193K 0.02% -567 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,588 shares 29,588 $123K 0.01% new Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,146 shares; 2024Q4: 19,146 shares; 2025Q1: 19,146 shares; 2025Q2: 19,146 shares; 2025Q3: 19,146 shares; 2025Q4: 19,146 shares; 2026Q1: 19,146 shares; 2026Q2: 19,146 shares 19,146 $91.7K 0.01% 0 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,827 shares; 2024Q4: 48,725 shares; 2025Q1: 48,725 shares; 2025Q2: 48,725 shares; 2025Q3: 48,725 shares; 2025Q4: 48,725 shares; 2026Q1: 48,725 shares; 2026Q2: 48,725 shares 48,725 $81.9K 0.01% 0 Timeline SBDS SOLO BRANDS INC More: the full row for SOLO BRANDS 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: 18,603 shares; 2026Q2: 18,602 shares 18,602 $64.4K 0.01% -1 Timeline