AFIF HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,688,752 shares 6,688,752 $61.7M 6.58% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 110,808 shares; 2026Q1: 116,423 shares; 2026Q2: 106,634 shares; 2026Q3: 113,125 shares 113,125 $37.7M 4.02% +6,491 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 445,438 shares; 2026Q1: 427,847 shares; 2026Q2: 422,624 shares; 2026Q3: 404,480 shares 404,480 $34M 3.63% -18,144 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 56,211 shares; 2026Q1: 61,079 shares; 2026Q2: 57,131 shares; 2026Q3: 54,706 shares 54,706 $28.1M 3% -2,425 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 139,748 shares; 2026Q1: 160,075 shares; 2026Q2: 129,063 shares; 2026Q3: 110,442 shares 110,442 $25.2M 2.69% -18,621 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,667 shares; 2026Q1: 20,274 shares; 2026Q2: 25,185 shares; 2026Q3: 32,685 shares 32,685 $25M 2.67% +7,500 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 598,903 shares; 2026Q1: 621,024 shares; 2026Q2: 665,308 shares; 2026Q3: 683,676 shares 683,676 $24.7M 2.64% +18,368 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 70,116 shares; 2026Q1: 72,969 shares; 2026Q2: 62,811 shares; 2026Q3: 62,161 shares 62,161 $21.4M 2.28% -650 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,350 shares; 2026Q1: 25,285 shares; 2026Q2: 27,480 shares; 2026Q3: 22,695 shares 22,695 $17.3M 1.85% -4,785 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 117,618 shares; 2026Q1: 100,124 shares; 2026Q2: 97,030 shares; 2026Q3: 88,610 shares 88,610 $16M 1.71% -8,420 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $14.9M 1.6% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 59,477 shares; 2026Q1: 63,456 shares; 2026Q2: 59,408 shares; 2026Q3: 59,428 shares 59,428 $14.8M 1.58% +20 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 45,524 shares; 2026Q1: 45,229 shares; 2026Q2: 40,829 shares; 2026Q3: 39,143 shares 39,143 $14.1M 1.5% -1,686 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 41,181 shares; 2026Q1: 41,989 shares; 2026Q2: 38,645 shares; 2026Q3: 41,598 shares 41,598 $13.8M 1.47% +2,953 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 42,593 shares; 2026Q1: 43,014 shares; 2026Q2: 41,949 shares; 2026Q3: 41,184 shares 41,184 $10.9M 1.16% -765 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 132,224 shares; 2026Q1: 146,705 shares; 2026Q2: 169,524 shares; 2026Q3: 205,583 shares 205,583 $10.8M 1.16% +36,059 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 174,797 shares; 2026Q1: 190,090 shares; 2026Q2: 208,640 shares; 2026Q3: 221,950 shares 221,950 $10.8M 1.15% +13,310 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,740 shares; 2026Q1: 53,277 shares; 2026Q2: 67,123 shares; 2026Q3: 98,406 shares 98,406 $10.2M 1.08% +31,283 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,283 shares; 2026Q1: 14,688 shares; 2026Q2: 16,752 shares; 2026Q3: 14,128 shares 14,128 $9.9M 1.06% -2,624 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 362,898 shares; 2026Q1: 366,624 shares; 2026Q2: 337,673 shares; 2026Q3: 328,230 shares 328,230 $9.85M 1.05% -9,443 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 128,821 shares; 2026Q1: 131,736 shares; 2026Q2: 133,768 shares; 2026Q3: 125,345 shares 125,345 $9.13M 0.98% -8,423 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 120,594 shares; 2026Q1: 119,417 shares; 2026Q2: 127,185 shares; 2026Q3: 106,574 shares 106,574 $9.05M 0.97% -20,611 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,338 shares; 2026Q1: 103,926 shares; 2026Q2: 176,669 shares; 2026Q3: 321,756 shares 321,756 $8.17M 0.87% +145,087 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,978 shares; 2026Q1: 18,801 shares; 2026Q2: 16,980 shares; 2026Q3: 16,113 shares 16,113 $8.02M 0.86% -867 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 360,000 shares 360,000 $7.89M 0.84% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 141,964 shares; 2026Q1: 134,722 shares; 2026Q2: 114,523 shares; 2026Q3: 94,299 shares 94,299 $7.88M 0.84% -20,224 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 370,000 shares 370,000 $7.85M 0.84% new 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,497 shares; 2026Q1: 9,944 shares; 2026Q2: 9,964 shares; 2026Q3: 10,576 shares 10,576 $7.67M 0.82% +612 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 228,459 shares; 2026Q1: 226,552 shares; 2026Q2: 221,801 shares; 2026Q3: 217,566 shares 217,566 $7.4M 0.79% -4,235 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 361,229 shares 361,229 $7.32M 0.78% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 66,073 shares; 2026Q1: 65,759 shares; 2026Q2: 65,453 shares; 2026Q3: 69,236 shares 69,236 $7.2M 0.77% +3,783 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,803 shares; 2026Q1: 28,769 shares; 2026Q2: 24,004 shares; 2026Q3: 20,356 shares 20,356 $7.15M 0.76% -3,648 Timeline AESR HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 358,162 shares 358,162 $7.12M 0.76% new 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,935 shares; 2026Q1: 39,548 shares; 2026Q2: 57,494 shares; 2026Q3: 77,374 shares 77,374 $7M 0.75% +19,880 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,049 shares; 2026Q1: 45,092 shares; 2026Q2: 72,702 shares; 2026Q3: 81,841 shares 81,841 $6.82M 0.73% +9,139 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 29,450 shares; 2026Q1: 57,125 shares; 2026Q2: 82,547 shares; 2026Q3: 126,836 shares 126,836 $6.82M 0.73% +44,289 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 46,504 shares; 2026Q1: 75,416 shares; 2026Q2: 99,794 shares; 2026Q3: 129,620 shares 129,620 $6.54M 0.7% +29,826 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 91,198 shares; 2026Q1: 85,292 shares; 2026Q2: 72,818 shares; 2026Q3: 57,256 shares 57,256 $6.39M 0.68% -15,562 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,918 shares; 2026Q3: 113,139 shares 113,139 $6.36M 0.68% +109,221 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,132 shares; 2026Q1: 6,722 shares; 2026Q2: 5,971 shares; 2026Q3: 5,392 shares 5,392 $6.24M 0.67% -579 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,372 shares; 2026Q1: 8,158 shares; 2026Q2: 8,587 shares; 2026Q3: 9,786 shares 9,786 $5.99M 0.64% +1,199 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,072 shares; 2026Q1: 25,814 shares; 2026Q2: 23,075 shares; 2026Q3: 17,338 shares 17,338 $5.91M 0.63% -5,737 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 3,795 shares; 2026Q2: 3,900 shares; 2026Q3: 5,415 shares 5,415 $5.77M 0.62% +1,515 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 122,111 shares; 2026Q1: 104,111 shares; 2026Q2: 101,574 shares; 2026Q3: 112,626 shares 112,626 $5.68M 0.61% +11,052 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206 shares; 2026Q3: 3,221 shares 3,221 $5.6M 0.6% +3,015 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 76,210 shares; 2026Q1: 76,558 shares; 2026Q2: 63,818 shares; 2026Q3: 62,363 shares 62,363 $5.57M 0.59% -1,455 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 42,621 shares; 2026Q1: 41,666 shares; 2026Q2: 40,764 shares; 2026Q3: 40,492 shares 40,492 $5.51M 0.59% -272 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 101,206 shares; 2026Q1: 85,034 shares; 2026Q2: 88,502 shares; 2026Q3: 107,960 shares 107,960 $5.44M 0.58% +19,458 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,231 shares; 2026Q1: 12,786 shares; 2026Q2: 18,404 shares; 2026Q3: 65,541 shares 65,541 $5.32M 0.57% +47,137 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 52,887 shares; 2026Q1: 52,943 shares; 2026Q2: 56,889 shares; 2026Q3: 53,250 shares 53,250 $5.03M 0.54% -3,639 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 33,253 shares; 2026Q1: 33,469 shares; 2026Q2: 33,832 shares; 2026Q3: 25,628 shares 25,628 $5.01M 0.54% -8,204 Timeline JMTG 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 98,117 shares; 2026Q1: 98,339 shares; 2026Q2: 105,281 shares; 2026Q3: 101,416 shares 101,416 $4.9M 0.52% -3,865 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 22,225 shares; 2026Q1: 23,235 shares; 2026Q2: 24,495 shares; 2026Q3: 21,540 shares 21,540 $4.4M 0.47% -2,955 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,140 shares; 2026Q1: 28,120 shares; 2026Q2: 34,377 shares; 2026Q3: 44,937 shares 44,937 $4.38M 0.47% +10,560 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,299 shares; 2026Q1: 43,389 shares; 2026Q2: 49,588 shares; 2026Q3: 73,770 shares 73,770 $4.38M 0.47% +24,182 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,972 shares; 2026Q1: 6,549 shares; 2026Q2: 5,202 shares; 2026Q3: 4,682 shares 4,682 $4.26M 0.46% -520 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 34,800 shares; 2026Q1: 34,718 shares; 2026Q2: 28,812 shares; 2026Q3: 27,996 shares 27,996 $4.07M 0.43% -816 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 180,000 shares 180,000 $4.02M 0.43% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,003 shares; 2026Q1: 19,190 shares; 2026Q2: 19,252 shares; 2026Q3: 13,687 shares 13,687 $4M 0.43% -5,565 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,497 shares; 2026Q1: 12,047 shares; 2026Q2: 12,146 shares; 2026Q3: 22,326 shares 22,326 $3.99M 0.43% +10,180 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 35,680 shares; 2026Q1: 53,384 shares; 2026Q2: 71,471 shares; 2026Q3: 77,222 shares 77,222 $3.96M 0.42% +5,751 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,898 shares; 2026Q1: 6,898 shares; 2026Q2: 43,326 shares; 2026Q3: 43,598 shares 43,598 $3.93M 0.42% +272 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,509 shares; 2026Q1: 15,869 shares; 2026Q2: 12,973 shares; 2026Q3: 12,904 shares 12,904 $3.92M 0.42% -69 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 52,782 shares; 2026Q1: 41,995 shares; 2026Q2: 43,165 shares; 2026Q3: 42,600 shares 42,600 $3.9M 0.42% -565 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,090 shares; 2026Q1: 13,466 shares; 2026Q2: 11,470 shares; 2026Q3: 45,855 shares 45,855 $3.87M 0.41% +34,385 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,597 shares; 2026Q1: 10,628 shares; 2026Q2: 7,619 shares; 2026Q3: 6,717 shares 6,717 $3.7M 0.4% -902 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24,192 shares; 2026Q1: 23,932 shares; 2026Q2: 24,006 shares; 2026Q3: 25,097 shares 25,097 $3.65M 0.39% +1,091 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,469 shares; 2026Q1: 5,443 shares; 2026Q2: 5,197 shares; 2026Q3: 12,327 shares 12,327 $3.48M 0.37% +7,130 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,197 shares; 2026Q1: 15,569 shares; 2026Q2: 25,269 shares; 2026Q3: 38,523 shares 38,523 $3.47M 0.37% +13,254 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,599 shares; 2026Q1: 11,170 shares; 2026Q2: 9,781 shares; 2026Q3: 8,458 shares 8,458 $3.44M 0.37% -1,323 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,246 shares; 2026Q1: 2,232 shares; 2026Q2: 1,938 shares; 2026Q3: 4,008 shares 4,008 $3.25M 0.35% +2,070 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,462 shares; 2026Q1: 32,036 shares; 2026Q2: 31,716 shares; 2026Q3: 32,704 shares 32,704 $3.17M 0.34% +988 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 120,662 shares; 2026Q1: 95,120 shares; 2026Q2: 92,201 shares; 2026Q3: 94,259 shares 94,259 $3.08M 0.33% +2,058 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,594 shares; 2026Q1: 12,441 shares; 2026Q2: 12,771 shares; 2026Q3: 8,439 shares 8,439 $3.01M 0.32% -4,332 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,739 shares; 2026Q1: 8,862 shares; 2026Q2: 8,494 shares; 2026Q3: 5,812 shares 5,812 $2.97M 0.32% -2,682 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,835 shares; 2026Q1: 30,565 shares; 2026Q2: 31,194 shares; 2026Q3: 119,649 shares 119,649 $2.94M 0.31% +88,455 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,277 shares; 2026Q1: 20,339 shares; 2026Q2: 19,749 shares; 2026Q3: 21,681 shares 21,681 $2.87M 0.31% +1,932 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,393 shares; 2026Q1: 16,540 shares; 2026Q2: 15,868 shares; 2026Q3: 7,095 shares 7,095 $2.82M 0.3% -8,773 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24,722 shares; 2026Q1: 27,022 shares; 2026Q2: 28,715 shares; 2026Q3: 27,499 shares 27,499 $2.72M 0.29% -1,216 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 36,412 shares; 2026Q1: 35,557 shares; 2026Q2: 28,146 shares; 2026Q3: 21,198 shares 21,198 $2.69M 0.29% -6,948 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,138 shares; 2026Q1: 41,075 shares; 2026Q2: 36,836 shares; 2026Q3: 38,583 shares 38,583 $2.68M 0.29% +1,747 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,248 shares; 2026Q1: 5,953 shares; 2026Q2: 5,855 shares; 2026Q3: 3,848 shares 3,848 $2.58M 0.28% -2,007 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 69,502 shares; 2026Q1: 69,502 shares; 2026Q2: 69,502 shares; 2026Q3: 70,802 shares 70,802 $2.54M 0.27% +1,300 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 89 shares; 2026Q1: 4,573 shares; 2026Q2: 7,322 shares; 2026Q3: 7,623 shares 7,623 $2.48M 0.26% +301 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 698 shares; 2026Q1: 610 shares; 2026Q2: 15,273 shares; 2026Q3: 15,175 shares 15,175 $2.47M 0.26% -98 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 182 shares; 2026Q1: 342 shares; 2026Q2: 400 shares; 2026Q3: 13,215 shares 13,215 $2.46M 0.26% +12,815 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,256 shares; 2026Q1: 15,800 shares; 2026Q2: 15,041 shares; 2026Q3: 13,128 shares 13,128 $2.44M 0.26% -1,913 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,814 shares; 2026Q1: 6,137 shares; 2026Q2: 5,802 shares; 2026Q3: 5,734 shares 5,734 $2.42M 0.26% -68 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,087 shares; 2026Q1: 13,793 shares; 2026Q2: 11,636 shares; 2026Q3: 10,655 shares 10,655 $2.36M 0.25% -981 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 48,230 shares; 2026Q1: 45,104 shares; 2026Q2: 32,492 shares; 2026Q3: 30,330 shares 30,330 $2.36M 0.25% -2,162 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 37,737 shares; 2026Q1: 37,850 shares; 2026Q2: 37,873 shares; 2026Q3: 35,707 shares 35,707 $2.28M 0.24% -2,166 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,450 shares; 2026Q1: 5,716 shares; 2026Q2: 5,285 shares; 2026Q3: 4,777 shares 4,777 $2.27M 0.24% -508 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 21,492 shares; 2026Q1: 21,492 shares; 2026Q2: 21,001 shares; 2026Q3: 21,001 shares 21,001 $2.22M 0.24% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,853 shares; 2026Q1: 9,413 shares; 2026Q2: 8,962 shares; 2026Q3: 9,070 shares 9,070 $2.09M 0.22% +108 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 78,146 shares; 2026Q1: 80,233 shares; 2026Q2: 85,236 shares; 2026Q3: 94,434 shares 94,434 $2.07M 0.22% +9,198 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 55,247 shares; 2026Q1: 62,287 shares; 2026Q2: 60,461 shares; 2026Q3: 69,306 shares 69,306 $2M 0.21% +8,845 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,384 shares; 2026Q1: 5,672 shares; 2026Q2: 5,797 shares; 2026Q3: 3,903 shares 3,903 $1.99M 0.21% -1,894 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,625 shares; 2026Q1: 9,416 shares; 2026Q2: 9,681 shares; 2026Q3: 7,470 shares 7,470 $1.95M 0.21% -2,211 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,739 shares; 2026Q1: 10,063 shares; 2026Q2: 10,033 shares; 2026Q3: 20,487 shares 20,487 $1.95M 0.21% +10,454 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,657 shares; 2026Q1: 7,779 shares; 2026Q2: 7,913 shares; 2026Q3: 37,869 shares 37,869 $1.92M 0.21% +29,956 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,571 shares; 2026Q1: 19,441 shares; 2026Q2: 18,324 shares; 2026Q3: 17,824 shares 17,824 $1.92M 0.2% -500 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 39,612 shares; 2026Q1: 29,431 shares; 2026Q2: 29,160 shares; 2026Q3: 29,828 shares 29,828 $1.88M 0.2% +668 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,002 shares; 2026Q1: 12,495 shares; 2026Q2: 12,495 shares; 2026Q3: 69,454 shares 69,454 $1.88M 0.2% +56,959 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 15,366 shares; 2026Q2: 30,596 shares; 2026Q3: 21,342 shares 21,342 $1.82M 0.19% -9,254 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 30,284 shares; 2026Q1: 30,613 shares; 2026Q2: 32,983 shares; 2026Q3: 36,040 shares 36,040 $1.81M 0.19% +3,057 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,648 shares; 2026Q1: 6,739 shares; 2026Q2: 6,348 shares; 2026Q3: 6,520 shares 6,520 $1.8M 0.19% +172 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 217 shares; 2026Q3: 4,444 shares 4,444 $1.78M 0.19% +4,227 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 595 shares; 2026Q2: 7,648 shares; 2026Q3: 14,838 shares 14,838 $1.75M 0.19% +7,190 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 469 shares; 2026Q2: 14,578 shares; 2026Q3: 28,540 shares 28,540 $1.75M 0.19% +13,962 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 206 shares; 2026Q1: 6,064 shares; 2026Q2: 6,730 shares; 2026Q3: 5,284 shares 5,284 $1.74M 0.19% -1,446 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,914 shares; 2026Q3: 24,102 shares 24,102 $1.68M 0.18% +12,188 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 32,400 shares; 2026Q1: 36,056 shares; 2026Q2: 37,678 shares; 2026Q3: 33,132 shares 33,132 $1.65M 0.18% -4,546 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,903 shares; 2026Q1: 13,502 shares; 2026Q2: 14,802 shares; 2026Q3: 12,302 shares 12,302 $1.65M 0.18% -2,500 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,861 shares; 2026Q1: 1,777 shares; 2026Q2: 1,397 shares; 2026Q3: 1,709 shares 1,709 $1.62M 0.17% +312 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,072 shares; 2026Q1: 3,072 shares; 2026Q2: 4,277 shares; 2026Q3: 4,277 shares 4,277 $1.6M 0.17% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,105 shares; 2026Q1: 7,000 shares; 2026Q2: 7,189 shares; 2026Q3: 7,270 shares 7,270 $1.57M 0.17% +81 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 30,943 shares; 2026Q1: 30,943 shares; 2026Q2: 28,743 shares; 2026Q3: 28,519 shares 28,519 $1.54M 0.16% -224 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,169 shares; 2026Q3: 5,694 shares 5,694 $1.51M 0.16% -26,475 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24,282 shares; 2026Q1: 23,904 shares; 2026Q2: 22,710 shares; 2026Q3: 22,171 shares 22,171 $1.47M 0.16% -539 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,861 shares; 2026Q1: 1,849 shares; 2026Q2: 1,859 shares; 2026Q3: 5,309 shares 5,309 $1.46M 0.16% +3,450 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,672 shares; 2026Q1: 5,716 shares; 2026Q2: 5,002 shares; 2026Q3: 5,378 shares 5,378 $1.45M 0.16% +376 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,000 shares; 2026Q1: 12,373 shares; 2026Q2: 14,615 shares; 2026Q3: 16,687 shares 16,687 $1.44M 0.15% +2,072 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 187 shares; 2026Q1: 197 shares; 2026Q2: 6,020 shares; 2026Q3: 5,814 shares 5,814 $1.4M 0.15% -206 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,914 shares; 2026Q1: 1,678 shares; 2026Q2: 1,687 shares; 2026Q3: 7,627 shares 7,627 $1.4M 0.15% +5,940 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 765 shares; 2026Q1: 767 shares; 2026Q2: 775 shares; 2026Q3: 1,120 shares 1,120 $1.4M 0.15% +345 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,434 shares; 2026Q1: 1,671 shares; 2026Q2: 1,810 shares; 2026Q3: 3,741 shares 3,741 $1.37M 0.15% +1,931 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 60,000 shares 60,000 $1.37M 0.15% new 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,434 shares; 2026Q1: 1,858 shares; 2026Q2: 1,751 shares; 2026Q3: 1,410 shares 1,410 $1.35M 0.14% -341 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 718 shares; 2026Q2: 760 shares; 2026Q3: 4,693 shares 4,693 $1.34M 0.14% +3,933 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,310 shares; 2026Q1: 25,310 shares; 2026Q2: 24,140 shares; 2026Q3: 23,618 shares 23,618 $1.32M 0.14% -522 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,822 shares; 2026Q1: 5,803 shares; 2026Q2: 5,924 shares; 2026Q3: 5,703 shares 5,703 $1.32M 0.14% -221 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,754 shares; 2026Q1: 8,466 shares; 2026Q2: 6,240 shares; 2026Q3: 4,634 shares 4,634 $1.28M 0.14% -1,606 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,420 shares; 2026Q1: 10,245 shares; 2026Q2: 10,303 shares; 2026Q3: 10,312 shares 10,312 $1.27M 0.14% +9 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,644 shares; 2026Q1: 17,314 shares; 2026Q2: 19,460 shares; 2026Q3: 8,822 shares 8,822 $1.26M 0.13% -10,638 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,157 shares; 2026Q1: 28,810 shares; 2026Q2: 30,212 shares; 2026Q3: 26,836 shares 26,836 $1.25M 0.13% -3,376 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24,005 shares; 2026Q1: 14,839 shares; 2026Q2: 14,319 shares; 2026Q3: 11,879 shares 11,879 $1.25M 0.13% -2,440 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,173 shares; 2026Q1: 2,292 shares; 2026Q2: 9,159 shares; 2026Q3: 9,090 shares 9,090 $1.24M 0.13% -69 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,618 shares; 2026Q1: 6,618 shares; 2026Q2: 5,126 shares; 2026Q3: 4,816 shares 4,816 $1.23M 0.13% -310 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,850 shares; 2026Q1: 3,877 shares; 2026Q2: 3,670 shares; 2026Q3: 3,670 shares 3,670 $1.21M 0.13% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,163 shares 4,163 $1.2M 0.13% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 7,041 shares; 2026Q3: 9,875 shares 9,875 $1.19M 0.13% +2,834 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,421 shares; 2026Q1: 12,621 shares; 2026Q2: 13,144 shares; 2026Q3: 11,642 shares 11,642 $1.18M 0.13% -1,502 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,108 shares; 2026Q1: 3,062 shares; 2026Q2: 3,102 shares; 2026Q3: 4,122 shares 4,122 $1.15M 0.12% +1,020 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,663 shares; 2026Q1: 18,734 shares; 2026Q2: 18,852 shares; 2026Q3: 8,856 shares 8,856 $1.14M 0.12% -9,996 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,284 shares; 2026Q1: 8,134 shares; 2026Q2: 7,250 shares; 2026Q3: 7,425 shares 7,425 $1.14M 0.12% +175 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 998 shares; 2026Q1: 2,432 shares; 2026Q2: 2,432 shares; 2026Q3: 10,173 shares 10,173 $1.12M 0.12% +7,741 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,705 shares; 2026Q1: 15,622 shares; 2026Q2: 17,710 shares; 2026Q3: 36,997 shares 36,997 $1.11M 0.12% +19,287 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 38,753 shares; 2026Q1: 38,853 shares; 2026Q2: 32,892 shares; 2026Q3: 20,097 shares 20,097 $1.11M 0.12% -12,795 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,138 shares; 2026Q1: 12,428 shares; 2026Q2: 12,310 shares; 2026Q3: 8,048 shares 8,048 $1.1M 0.12% -4,262 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,436 shares; 2026Q1: 9,436 shares; 2026Q2: 9,069 shares; 2026Q3: 15,278 shares 15,278 $1.1M 0.12% +6,209 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares; 2026Q3: 4,546 shares 4,546 $1.08M 0.12% +4,121 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,492 shares; 2026Q1: 20,088 shares; 2026Q2: 20,088 shares; 2026Q3: 19,548 shares 19,548 $1.08M 0.11% -540 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,361 shares; 2026Q1: 23,179 shares; 2026Q2: 34,652 shares; 2026Q3: 28,714 shares 28,714 $1.07M 0.11% -5,938 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,192 shares; 2026Q1: 6,954 shares; 2026Q2: 6,765 shares; 2026Q3: 5,751 shares 5,751 $1.06M 0.11% -1,014 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 1,399 shares; 2026Q3: 12,840 shares 12,840 $1.04M 0.11% +11,441 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,821 shares; 2026Q1: 14,154 shares; 2026Q2: 13,749 shares; 2026Q3: 14,235 shares 14,235 $1M 0.11% +486 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,987 shares; 2026Q2: 2,035 shares; 2026Q3: 2,044 shares 2,044 $996K 0.11% +9 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,666 shares 4,666 $984K 0.11% new Timeline NBCM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,080 shares; 2026Q1: 11,051 shares; 2026Q2: 92,687 shares; 2026Q3: 31,547 shares 31,547 $975K 0.1% -61,140 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,540 shares; 2026Q1: 14,270 shares; 2026Q2: 6,512 shares; 2026Q3: 5,912 shares 5,912 $974K 0.1% -600 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,032 shares; 2026Q1: 16,815 shares; 2026Q2: 20,248 shares; 2026Q3: 20,370 shares 20,370 $969K 0.1% +122 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,053 shares; 2026Q1: 12,053 shares; 2026Q2: 12,053 shares; 2026Q3: 11,657 shares 11,657 $968K 0.1% -396 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,474 shares; 2026Q1: 3,967 shares; 2026Q2: 4,650 shares; 2026Q3: 4,220 shares 4,220 $963K 0.1% -430 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,144 shares; 2026Q1: 13,133 shares; 2026Q2: 10,599 shares; 2026Q3: 9,842 shares 9,842 $962K 0.1% -757 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,908 shares; 2026Q1: 4,899 shares; 2026Q2: 3,951 shares; 2026Q3: 2,429 shares 2,429 $944K 0.1% -1,522 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,337 shares; 2026Q1: 12,075 shares; 2026Q2: 2,680 shares; 2026Q3: 2,608 shares 2,608 $928K 0.1% -72 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,204 shares; 2026Q1: 16,687 shares; 2026Q2: 19,184 shares; 2026Q3: 20,224 shares 20,224 $928K 0.1% +1,040 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 454 shares; 2026Q3: 2,039 shares 2,039 $927K 0.1% +1,585 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,105 shares; 2026Q1: 19,530 shares; 2026Q2: 22,679 shares; 2026Q3: 10,820 shares 10,820 $924K 0.1% -11,859 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,125 shares; 2026Q1: 7,483 shares; 2026Q2: 6,329 shares; 2026Q3: 4,954 shares 4,954 $913K 0.1% -1,375 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,377 shares; 2026Q1: 6,434 shares; 2026Q2: 6,020 shares; 2026Q3: 4,700 shares 4,700 $907K 0.1% -1,320 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24,737 shares; 2026Q1: 24,933 shares; 2026Q2: 27,338 shares; 2026Q3: 27,404 shares 27,404 $891K 0.1% +66 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,500 shares; 2026Q1: 16,126 shares; 2026Q2: 16,323 shares; 2026Q3: 16,209 shares 16,209 $889K 0.09% -114 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,846 shares; 2026Q1: 2,846 shares; 2026Q2: 2,846 shares; 2026Q3: 2,431 shares 2,431 $855K 0.09% -415 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,216 shares; 2026Q1: 14,472 shares; 2026Q2: 14,722 shares; 2026Q3: 19,771 shares 19,771 $846K 0.09% +5,049 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,559 shares; 2026Q1: 4,483 shares; 2026Q2: 3,758 shares; 2026Q3: 3,034 shares 3,034 $844K 0.09% -724 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,360 shares; 2026Q1: 24,293 shares; 2026Q2: 21,835 shares; 2026Q3: 15,104 shares 15,104 $822K 0.09% -6,731 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,006 shares; 2026Q1: 21,396 shares; 2026Q2: 26,050 shares; 2026Q3: 22,776 shares 22,776 $811K 0.09% -3,274 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 761 shares; 2026Q1: 1,260 shares; 2026Q2: 1,098 shares; 2026Q3: 868 shares 868 $782K 0.08% -230 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,953 shares; 2026Q1: 1,808 shares; 2026Q2: 1,798 shares; 2026Q3: 1,798 shares 1,798 $748K 0.08% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 235 shares; 2026Q1: 213 shares; 2026Q2: 228 shares; 2026Q3: 1,544 shares 1,544 $746K 0.08% +1,316 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,468 shares; 2026Q1: 5,409 shares; 2026Q2: 4,942 shares; 2026Q3: 3,900 shares 3,900 $744K 0.08% -1,042 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,209 shares; 2026Q1: 5,874 shares; 2026Q2: 5,439 shares; 2026Q3: 5,439 shares 5,439 $738K 0.08% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 768 shares; 2026Q1: 678 shares; 2026Q2: 871 shares; 2026Q3: 7,857 shares 7,857 $734K 0.08% +6,986 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,926 shares; 2026Q1: 3,248 shares; 2026Q2: 16,063 shares; 2026Q3: 16,063 shares 16,063 $714K 0.08% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,319 shares; 2026Q1: 9,319 shares; 2026Q2: 9,554 shares; 2026Q3: 9,044 shares 9,044 $705K 0.08% -510 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,175 shares; 2026Q1: 2,923 shares; 2026Q2: 2,923 shares; 2026Q3: 2,923 shares 2,923 $696K 0.07% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,199 shares; 2026Q1: 16,400 shares; 2026Q2: 16,589 shares; 2026Q3: 15,145 shares 15,145 $685K 0.07% -1,444 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,158 shares; 2026Q1: 8,590 shares; 2026Q2: 10,128 shares; 2026Q3: 27,257 shares 27,257 $685K 0.07% +17,129 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 682 shares; 2026Q1: 2,291 shares; 2026Q2: 2,159 shares; 2026Q3: 1,732 shares 1,732 $683K 0.07% -427 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 64 shares; 2026Q1: 50 shares; 2026Q2: 491 shares; 2026Q3: 1,899 shares 1,899 $677K 0.07% +1,408 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,420 shares; 2026Q1: 12,166 shares; 2026Q2: 12,645 shares; 2026Q3: 8,668 shares 8,668 $676K 0.07% -3,977 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,481 shares; 2026Q1: 14,210 shares; 2026Q2: 13,247 shares; 2026Q3: 11,592 shares 11,592 $670K 0.07% -1,655 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares; 2026Q2: 7,825 shares; 2026Q3: 7,623 shares 7,623 $663K 0.07% -202 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 30,600 shares; 2026Q1: 28,815 shares; 2026Q2: 22,615 shares; 2026Q3: 22,615 shares 22,615 $656K 0.07% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,535 shares; 2026Q1: 3,334 shares; 2026Q2: 3,210 shares; 2026Q3: 2,886 shares 2,886 $641K 0.07% -324 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,400 shares; 2026Q1: 9,775 shares; 2026Q2: 3,100 shares; 2026Q3: 3,425 shares 3,425 $641K 0.07% +325 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 46,310 shares; 2026Q1: 46,310 shares; 2026Q2: 46,310 shares; 2026Q3: 46,310 shares 46,310 $634K 0.07% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 360 shares; 2026Q1: 345 shares; 2026Q2: 362 shares; 2026Q3: 649 shares 649 $630K 0.07% +287 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,695 shares; 2026Q1: 6,990 shares; 2026Q2: 7,102 shares; 2026Q3: 7,157 shares 7,157 $618K 0.07% +55 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 798 shares; 2026Q1: 982 shares; 2026Q2: 486 shares; 2026Q3: 352 shares 352 $608K 0.06% -134 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,187 shares; 2026Q1: 3,425 shares; 2026Q2: 3,051 shares; 2026Q3: 2,210 shares 2,210 $601K 0.06% -841 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,232 shares; 2026Q1: 1,132 shares; 2026Q2: 1,807 shares; 2026Q3: 1,822 shares 1,822 $589K 0.06% +15 Timeline AVUS 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,563 shares; 2026Q3: 4,563 shares 4,563 $584K 0.06% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,993 shares; 2026Q1: 2,468 shares; 2026Q2: 2,356 shares; 2026Q3: 2,214 shares 2,214 $571K 0.06% -142 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 431 shares; 2026Q1: 470 shares; 2026Q2: 576 shares; 2026Q3: 2,562 shares 2,562 $568K 0.06% +1,986 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,099 shares; 2026Q1: 17,099 shares; 2026Q2: 5,500 shares; 2026Q3: 5,500 shares 5,500 $558K 0.06% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,104 shares; 2026Q1: 6,627 shares; 2026Q2: 5,885 shares; 2026Q3: 5,407 shares 5,407 $557K 0.06% -478 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,762 shares; 2026Q1: 9,762 shares; 2026Q2: 8,908 shares; 2026Q3: 8,429 shares 8,429 $555K 0.06% -479 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,761 shares; 2026Q1: 4,761 shares; 2026Q2: 5,842 shares; 2026Q3: 5,842 shares 5,842 $552K 0.06% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,200 shares; 2026Q1: 4,911 shares; 2026Q2: 3,795 shares; 2026Q3: 1,200 shares 1,200 $547K 0.06% -2,595 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,794 shares; 2026Q1: 9,692 shares; 2026Q2: 9,910 shares; 2026Q3: 8,874 shares 8,874 $542K 0.06% -1,036 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,395 shares; 2026Q1: 9,977 shares; 2026Q2: 7,785 shares; 2026Q3: 5,700 shares 5,700 $536K 0.06% -2,085 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,579 shares; 2026Q1: 3,579 shares; 2026Q2: 3,441 shares; 2026Q3: 3,434 shares 3,434 $533K 0.06% -7 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,914 shares; 2026Q1: 14,115 shares; 2026Q2: 21,615 shares; 2026Q3: 13,393 shares 13,393 $528K 0.06% -8,222 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 3,459 shares; 2026Q2: 3,459 shares; 2026Q3: 3,459 shares 3,459 $502K 0.05% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,155 shares; 2026Q1: 1,962 shares; 2026Q2: 2,166 shares; 2026Q3: 9,955 shares 9,955 $493K 0.05% +7,789 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,854 shares; 2026Q1: 21,893 shares; 2026Q2: 17,940 shares; 2026Q3: 16,191 shares 16,191 $488K 0.05% -1,749 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,135 shares; 2026Q1: 7,936 shares; 2026Q2: 7,974 shares; 2026Q3: 6,398 shares 6,398 $485K 0.05% -1,576 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,889 shares; 2026Q1: 2,575 shares; 2026Q2: 2,650 shares; 2026Q3: 1,622 shares 1,622 $461K 0.05% -1,028 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,989 shares; 2026Q1: 3,004 shares; 2026Q2: 2,856 shares; 2026Q3: 2,089 shares 2,089 $459K 0.05% -767 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 3,101 shares; 2026Q3: 1,407 shares 1,407 $451K 0.05% -1,694 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,885 shares 2,885 $447K 0.05% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,789 shares; 2026Q1: 2,807 shares; 2026Q2: 2,896 shares; 2026Q3: 3,512 shares 3,512 $440K 0.05% +616 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,510 shares; 2026Q1: 6,340 shares; 2026Q2: 6,343 shares; 2026Q3: 6,340 shares 6,340 $436K 0.05% -3 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,636 shares; 2026Q1: 2,636 shares; 2026Q2: 2,636 shares; 2026Q3: 3,136 shares 3,136 $432K 0.05% +500 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 638 shares; 2026Q1: 1,340 shares; 2026Q2: 1,141 shares; 2026Q3: 637 shares 637 $430K 0.05% -504 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,126 shares; 2026Q1: 3,896 shares; 2026Q2: 3,896 shares; 2026Q3: 3,896 shares 3,896 $424K 0.05% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 441 shares; 2026Q1: 452 shares; 2026Q2: 491 shares; 2026Q3: 451 shares 451 $416K 0.04% -40 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,814 shares; 2026Q1: 11,052 shares; 2026Q2: 10,051 shares; 2026Q3: 9,605 shares 9,605 $416K 0.04% -446 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,582 shares; 2026Q1: 3,055 shares; 2026Q2: 2,731 shares; 2026Q3: 1,026 shares 1,026 $407K 0.04% -1,705 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,216 shares; 2026Q1: 5,793 shares; 2026Q2: 5,793 shares; 2026Q3: 5,160 shares 5,160 $402K 0.04% -633 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,739 shares; 2026Q3: 4,739 shares 4,739 $395K 0.04% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares; 2026Q2: 1,686 shares; 2026Q3: 1,686 shares 1,686 $393K 0.04% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares; 2026Q2: 5,292 shares; 2026Q3: 5,004 shares 5,004 $392K 0.04% -288 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,620 shares; 2026Q1: 4,631 shares; 2026Q2: 4,066 shares; 2026Q3: 3,291 shares 3,291 $390K 0.04% -775 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,981 shares; 2026Q1: 8,397 shares; 2026Q2: 9,430 shares; 2026Q3: 13,523 shares 13,523 $386K 0.04% +4,093 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 992 shares; 2026Q1: 2,536 shares; 2026Q2: 992 shares; 2026Q3: 992 shares 992 $378K 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 629 shares; 2026Q1: 629 shares; 2026Q2: 2,516 shares; 2026Q3: 3,004 shares 3,004 $376K 0.04% +488 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,608 shares; 2026Q1: 9,818 shares; 2026Q2: 8,027 shares; 2026Q3: 7,749 shares 7,749 $376K 0.04% -278 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,376 shares; 2026Q1: 7,245 shares; 2026Q2: 6,911 shares; 2026Q3: 6,338 shares 6,338 $366K 0.04% -573 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,614 shares; 2026Q1: 2,680 shares; 2026Q2: 2,507 shares; 2026Q3: 2,164 shares 2,164 $361K 0.04% -343 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,502 shares; 2026Q1: 5,879 shares; 2026Q2: 5,497 shares; 2026Q3: 2,192 shares 2,192 $359K 0.04% -3,305 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38 shares; 2026Q3: 853 shares 853 $353K 0.04% +815 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 548 shares; 2026Q1: 1,309 shares; 2026Q2: 1,339 shares; 2026Q3: 986 shares 986 $350K 0.04% -353 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,576 shares; 2026Q1: 12,518 shares; 2026Q2: 12,919 shares; 2026Q3: 12,654 shares 12,654 $348K 0.04% -265 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 472 shares; 2026Q1: 399 shares; 2026Q2: 8,810 shares; 2026Q3: 8,810 shares 8,810 $346K 0.04% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,618 shares; 2026Q1: 4,335 shares; 2026Q2: 4,335 shares; 2026Q3: 4,335 shares 4,335 $336K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,290 shares; 2026Q1: 1,975 shares; 2026Q2: 1,985 shares; 2026Q3: 1,975 shares 1,975 $324K 0.03% -10 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,040 shares; 2026Q1: 1,747 shares; 2026Q2: 1,747 shares; 2026Q3: 1,747 shares 1,747 $320K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,241 shares; 2026Q1: 2,241 shares; 2026Q2: 3,029 shares; 2026Q3: 3,029 shares 3,029 $315K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 430 shares; 2026Q1: 717 shares; 2026Q2: 568 shares; 2026Q3: 288 shares 288 $305K 0.03% -280 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,523 shares; 2026Q1: 7,320 shares; 2026Q2: 6,687 shares; 2026Q3: 2,201 shares 2,201 $302K 0.03% -4,486 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,213 shares; 2026Q1: 1,408 shares; 2026Q2: 1,407 shares; 2026Q3: 2,847 shares 2,847 $302K 0.03% +1,440 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 151 shares; 2026Q1: 246 shares; 2026Q2: 1,540 shares; 2026Q3: 1,530 shares 1,530 $298K 0.03% -10 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares; 2026Q2: 1,038 shares; 2026Q3: 934 shares 934 $296K 0.03% -104 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 462 shares; 2026Q2: 1,141 shares; 2026Q3: 679 shares 679 $296K 0.03% -462 Timeline ABI VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,603 shares 11,603 $285K 0.03% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,886 shares; 2026Q1: 8,173 shares; 2026Q2: 9,474 shares; 2026Q3: 11,410 shares 11,410 $278K 0.03% +1,936 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 686 shares; 2026Q1: 661 shares; 2026Q2: 784 shares; 2026Q3: 2,274 shares 2,274 $278K 0.03% +1,490 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 542 shares; 2026Q1: 541 shares; 2026Q2: 601 shares; 2026Q3: 621 shares 621 $277K 0.03% +20 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,553 shares; 2026Q1: 1,553 shares; 2026Q2: 6,497 shares; 2026Q3: 6,344 shares 6,344 $263K 0.03% -153 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,837 shares; 2026Q1: 3,322 shares; 2026Q2: 3,235 shares; 2026Q3: 1,740 shares 1,740 $259K 0.03% -1,495 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,478 shares; 2026Q1: 1,496 shares; 2026Q2: 1,981 shares; 2026Q3: 1,465 shares 1,465 $256K 0.03% -516 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,814 shares; 2026Q1: 1,814 shares; 2026Q2: 1,814 shares; 2026Q3: 1,860 shares 1,860 $253K 0.03% +46 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 382 shares; 2026Q1: 761 shares; 2026Q2: 658 shares; 2026Q3: 391 shares 391 $251K 0.03% -267 Timeline AVSU 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,580 shares; 2026Q1: 3,708 shares; 2026Q2: 3,309 shares; 2026Q3: 2,795 shares 2,795 $246K 0.03% -514 Timeline IFLN 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,598 shares; 2026Q1: 15,277 shares; 2026Q2: 14,179 shares; 2026Q3: 14,049 shares 14,049 $245K 0.03% -130 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,542 shares; 2026Q1: 3,713 shares; 2026Q2: 2,897 shares; 2026Q3: 2,120 shares 2,120 $240K 0.03% -777 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16 shares; 2026Q1: 120 shares; 2026Q2: 246 shares; 2026Q3: 1,030 shares 1,030 $240K 0.03% +784 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,374 shares; 2026Q1: 7,374 shares; 2026Q2: 7,374 shares; 2026Q3: 7,374 shares 7,374 $236K 0.03% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,950 shares; 2026Q1: 2,900 shares; 2026Q2: 2,721 shares; 2026Q3: 2,303 shares 2,303 $232K 0.02% -418 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,185 shares; 2026Q1: 2,030 shares; 2026Q2: 2,104 shares; 2026Q3: 1,237 shares 1,237 $230K 0.02% -867 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 459 shares; 2026Q1: 441 shares; 2026Q2: 325 shares; 2026Q3: 1,117 shares 1,117 $228K 0.02% +792 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 988 shares; 2026Q1: 967 shares; 2026Q2: 1,173 shares; 2026Q3: 1,074 shares 1,074 $225K 0.02% -99 Timeline PHO 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,216 shares; 2026Q1: 3,216 shares; 2026Q2: 3,216 shares; 2026Q3: 3,216 shares 3,216 $218K 0.02% 0 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17 shares; 2026Q3: 5,500 shares 5,500 $214K 0.02% +5,483 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 691 shares; 2026Q1: 1,572 shares; 2026Q2: 1,477 shares; 2026Q3: 830 shares 830 $214K 0.02% -647 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59 shares; 2026Q3: 605 shares 605 $213K 0.02% +546 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,188 shares; 2026Q1: 1,120 shares; 2026Q2: 1,067 shares; 2026Q3: 1,011 shares 1,011 $212K 0.02% -56 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 200 shares; 2026Q1: 212 shares; 2026Q2: 212 shares; 2026Q3: 800 shares 800 $212K 0.02% +588 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,406 shares; 2026Q1: 4,188 shares; 2026Q2: 3,770 shares; 2026Q3: 1,623 shares 1,623 $210K 0.02% -2,147 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,860 shares; 2026Q1: 3,860 shares; 2026Q2: 3,857 shares; 2026Q3: 3,857 shares 3,857 $210K 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 918 shares; 2026Q1: 897 shares; 2026Q2: 1,345 shares; 2026Q3: 2,400 shares 2,400 $206K 0.02% +1,055 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 160 shares; 2026Q2: 189 shares; 2026Q3: 1,014 shares 1,014 $205K 0.02% +825 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,613 shares; 2026Q1: 9,613 shares; 2026Q2: 9,613 shares; 2026Q3: 9,613 shares 9,613 $204K 0.02% 0 Timeline GPIX 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,566 shares; 2026Q3: 3,566 shares 3,566 $199K 0.02% +2,000 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,520 shares; 2026Q1: 1,288 shares; 2026Q2: 2,412 shares; 2026Q3: 3,187 shares 3,187 $199K 0.02% +775 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,336 shares; 2026Q1: 1,970 shares; 2026Q2: 1,970 shares; 2026Q3: 1,970 shares 1,970 $194K 0.02% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 671 shares; 2026Q1: 671 shares; 2026Q2: 705 shares; 2026Q3: 559 shares 559 $189K 0.02% -146 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,900 shares; 2026Q1: 10,964 shares; 2026Q2: 10,300 shares; 2026Q3: 2,104 shares 2,104 $189K 0.02% -8,196 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,558 shares; 2026Q1: 4,673 shares; 2026Q2: 5,474 shares; 2026Q3: 5,556 shares 5,556 $187K 0.02% +82 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,052 shares; 2026Q1: 5,052 shares; 2026Q2: 5,052 shares; 2026Q3: 4,904 shares 4,904 $186K 0.02% -148 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 949 shares; 2026Q1: 949 shares; 2026Q2: 612 shares; 2026Q3: 1,771 shares 1,771 $184K 0.02% +1,159 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,176 shares; 2026Q1: 1,397 shares; 2026Q2: 1,192 shares; 2026Q3: 865 shares 865 $179K 0.02% -327 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 346 shares; 2026Q1: 346 shares; 2026Q2: 392 shares; 2026Q3: 346 shares 346 $179K 0.02% -46 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,367 shares; 2026Q1: 4,746 shares; 2026Q2: 5,120 shares; 2026Q3: 2,173 shares 2,173 $174K 0.02% -2,947 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,835 shares; 2026Q1: 8,694 shares; 2026Q2: 8,796 shares; 2026Q3: 9,050 shares 9,050 $173K 0.02% +254 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,358 shares; 2026Q1: 1,358 shares; 2026Q2: 1,358 shares; 2026Q3: 1,358 shares 1,358 $172K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,766 shares; 2026Q1: 12,322 shares; 2026Q2: 3,936 shares; 2026Q3: 3,761 shares 3,761 $170K 0.02% -175 Timeline PRFZ 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,193 shares; 2026Q1: 3,193 shares; 2026Q2: 3,193 shares; 2026Q3: 3,193 shares 3,193 $167K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 77 shares; 2026Q1: 85 shares; 2026Q2: 85 shares; 2026Q3: 90 shares 90 $163K 0.02% +5 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,096 shares; 2026Q1: 2,077 shares; 2026Q2: 2,085 shares; 2026Q3: 2,077 shares 2,077 $162K 0.02% -8 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 376 shares; 2026Q1: 343 shares; 2026Q2: 375 shares; 2026Q3: 1,003 shares 1,003 $160K 0.02% +628 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,344 shares; 2026Q2: 5,344 shares; 2026Q3: 8,008 shares 8,008 $158K 0.02% +2,664 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,426 shares; 2026Q1: 3,409 shares; 2026Q2: 4,249 shares; 2026Q3: 3,422 shares 3,422 $158K 0.02% -827 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,928 shares; 2026Q1: 6,251 shares; 2026Q2: 10,812 shares; 2026Q3: 9,229 shares 9,229 $157K 0.02% -1,583 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 463 shares; 2026Q3: 500 shares 500 $156K 0.02% +37 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,815 shares; 2026Q1: 704 shares; 2026Q2: 755 shares; 2026Q3: 713 shares 713 $155K 0.02% -42 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 235 shares; 2026Q1: 204 shares; 2026Q2: 834 shares; 2026Q3: 1,434 shares 1,434 $153K 0.02% +600 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,075 shares; 2026Q1: 11,075 shares; 2026Q2: 4,900 shares; 2026Q3: 4,900 shares 4,900 $152K 0.02% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,893 shares; 2026Q1: 1,704 shares; 2026Q2: 1,704 shares; 2026Q3: 1,704 shares 1,704 $151K 0.02% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24 shares; 2026Q1: not reported; 2026Q2: 61 shares; 2026Q3: 543 shares 543 $149K 0.02% +482 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,574 shares; 2026Q1: 6,112 shares; 2026Q2: 6,112 shares; 2026Q3: 3,612 shares 3,612 $147K 0.02% -2,500 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,292 shares; 2026Q1: 1,307 shares; 2026Q2: 1,461 shares; 2026Q3: 1,307 shares 1,307 $145K 0.02% -154 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,288 shares; 2026Q1: 9,613 shares; 2026Q2: 9,613 shares; 2026Q3: 5,709 shares 5,709 $139K 0.01% -3,904 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,024 shares; 2026Q1: 375 shares; 2026Q2: 244 shares; 2026Q3: 244 shares 244 $139K 0.01% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 292 shares; 2026Q1: 418 shares; 2026Q2: 512 shares; 2026Q3: 1,474 shares 1,474 $138K 0.01% +962 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,635 shares; 2026Q1: 5,784 shares; 2026Q2: 4,189 shares; 2026Q3: 4,189 shares 4,189 $136K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 703 shares; 2026Q1: 566 shares; 2026Q2: 613 shares; 2026Q3: 544 shares 544 $135K 0.01% -69 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,687 shares; 2026Q1: 10,575 shares; 2026Q2: 10,197 shares; 2026Q3: 1,326 shares 1,326 $134K 0.01% -8,871 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,301 shares; 2026Q1: 3,964 shares; 2026Q2: 657 shares; 2026Q3: 551 shares 551 $132K 0.01% -106 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,077 shares; 2026Q1: 3,077 shares; 2026Q2: 3,077 shares; 2026Q3: 5,959 shares 5,959 $132K 0.01% +2,882 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 105 shares; 2026Q1: 108 shares; 2026Q2: 22 shares; 2026Q3: 232 shares 232 $132K 0.01% +210 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 286 shares; 2026Q1: 1,935 shares; 2026Q2: 1,230 shares; 2026Q3: 2,267 shares 2,267 $130K 0.01% +1,037 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 584 shares; 2026Q1: 597 shares; 2026Q2: 583 shares; 2026Q3: 583 shares 583 $130K 0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 565 shares; 2026Q1: 557 shares; 2026Q2: 634 shares; 2026Q3: 1,246 shares 1,246 $128K 0.01% +612 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 22,988 shares; 2026Q1: 4,305 shares; 2026Q2: 1,064 shares; 2026Q3: 1,178 shares 1,178 $128K 0.01% +114 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,628 shares; 2026Q3: 1,628 shares 1,628 $127K 0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares; 2026Q2: 1,119 shares; 2026Q3: 1,195 shares 1,195 $125K 0.01% +76 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,029 shares; 2026Q1: 4,123 shares; 2026Q2: 5,025 shares; 2026Q3: 4,123 shares 4,123 $124K 0.01% -902 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 7,027 shares; 2026Q2: 7,027 shares; 2026Q3: 7,027 shares 7,027 $123K 0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 56 shares; 2026Q1: 46 shares; 2026Q2: 52 shares; 2026Q3: 656 shares 656 $121K 0.01% +604 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,698 shares; 2026Q1: 2,698 shares; 2026Q2: 2,698 shares; 2026Q3: 2,698 shares 2,698 $120K 0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 889 shares; 2026Q1: 886 shares; 2026Q2: 4,292 shares; 2026Q3: 3,700 shares 3,700 $119K 0.01% -592 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,980 shares; 2026Q1: 1,883 shares; 2026Q2: 1,901 shares; 2026Q3: 1,683 shares 1,683 $117K 0.01% -218 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,359 shares; 2026Q1: 4,245 shares; 2026Q2: 4,534 shares; 2026Q3: 1,696 shares 1,696 $114K 0.01% -2,838 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 123 shares; 2026Q1: not reported; 2026Q2: 46 shares; 2026Q3: 981 shares 981 $113K 0.01% +935 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,900 shares; 2026Q1: 2,600 shares; 2026Q2: 2,677 shares; 2026Q3: 2,677 shares 2,677 $112K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 245 shares; 2026Q1: 250 shares; 2026Q2: 248 shares; 2026Q3: 248 shares 248 $112K 0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 905 shares; 2026Q1: 905 shares; 2026Q2: 905 shares; 2026Q3: 905 shares 905 $111K 0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,309 shares; 2026Q2: 6,433 shares; 2026Q3: 6,309 shares 6,309 $111K 0.01% -124 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,853 shares; 2026Q1: 3,957 shares; 2026Q2: 2,365 shares; 2026Q3: 2,365 shares 2,365 $110K 0.01% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 315 shares; 2026Q1: 245 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $109K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 722 shares; 2026Q1: 694 shares; 2026Q2: 728 shares; 2026Q3: 1,317 shares 1,317 $109K 0.01% +589 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 174 shares; 2026Q3: 276 shares 276 $109K 0.01% +102 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,118 shares; 2026Q1: 4,000 shares; 2026Q2: 4,366 shares; 2026Q3: 4,000 shares 4,000 $109K 0.01% -366 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,479 shares; 2026Q1: 756 shares; 2026Q2: 732 shares; 2026Q3: 571 shares 571 $107K 0.01% -161 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,149 shares; 2026Q1: 1,145 shares; 2026Q2: 1,239 shares; 2026Q3: 939 shares 939 $107K 0.01% -300 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 332 shares; 2026Q1: 166 shares; 2026Q2: 364 shares; 2026Q3: 4,638 shares 4,638 $107K 0.01% +4,274 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares; 2026Q3: 920 shares 920 $105K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 347 shares; 2026Q1: 242 shares; 2026Q2: 242 shares; 2026Q3: 242 shares 242 $104K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 596 shares; 2026Q1: 561 shares; 2026Q2: 545 shares; 2026Q3: 450 shares 450 $104K 0.01% -95 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 929 shares; 2026Q1: 929 shares; 2026Q2: 706 shares; 2026Q3: 706 shares 706 $103K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 262 shares; 2026Q1: 262 shares; 2026Q2: 262 shares; 2026Q3: 451 shares 451 $103K 0.01% +189 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares; 2026Q2: 1,645 shares; 2026Q3: 1,645 shares 1,645 $103K 0.01% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 275 shares 275 $99.9K 0.01% new 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,971 shares; 2026Q1: 1,971 shares; 2026Q2: 1,971 shares; 2026Q3: 1,971 shares 1,971 $98.8K 0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 911 shares; 2026Q3: 961 shares 961 $98.2K 0.01% +50 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,137 shares 5,137 $97.2K 0.01% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 835 shares; 2026Q3: 805 shares 805 $96.5K 0.01% -30 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 270 shares; 2026Q1: 250 shares; 2026Q2: 334 shares; 2026Q3: 334 shares 334 $96.1K 0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38 shares; 2026Q3: 261 shares 261 $95.3K 0.01% +223 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 538 shares; 2026Q1: 538 shares; 2026Q2: 830 shares; 2026Q3: 805 shares 805 $94.8K 0.01% -25 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares; 2026Q2: 1,054 shares; 2026Q3: 1,054 shares 1,054 $94.6K 0.01% 0 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,802 shares; 2026Q1: 10,305 shares; 2026Q2: 14,591 shares; 2026Q3: 4,723 shares 4,723 $94.6K 0.01% -9,868 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152 shares; 2026Q3: 338 shares 338 $93.9K 0.01% +186 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 559 shares; 2026Q1: 559 shares; 2026Q2: 553 shares; 2026Q3: 547 shares 547 $93.4K 0.01% -6 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 613 shares 613 $92.5K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,344 shares; 2026Q1: 1,375 shares; 2026Q2: 1,338 shares; 2026Q3: 1,338 shares 1,338 $90.9K 0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 255 shares 255 $90.5K 0.01% +250 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,523 shares; 2026Q1: 5,060 shares; 2026Q2: 5,060 shares; 2026Q3: 5,060 shares 5,060 $89.5K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 695 shares; 2026Q1: 2,632 shares; 2026Q2: 2,176 shares; 2026Q3: 474 shares 474 $89.2K 0.01% -1,702 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 834 shares; 2026Q1: 820 shares; 2026Q2: 908 shares; 2026Q3: 561 shares 561 $87.9K 0.01% -347 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,366 shares; 2026Q1: 1,044 shares; 2026Q2: 959 shares; 2026Q3: 773 shares 773 $86.4K 0.01% -186 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 360 shares; 2026Q1: 308 shares; 2026Q2: 306 shares; 2026Q3: 164 shares 164 $85.7K 0.01% -142 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $85.4K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 747 shares; 2026Q1: 794 shares; 2026Q2: 770 shares; 2026Q3: 311 shares 311 $84.5K 0.01% -459 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares; 2026Q3: 915 shares 915 $84.2K 0.01% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,205 shares; 2026Q1: 3,205 shares; 2026Q2: 3,205 shares; 2026Q3: 2,929 shares 2,929 $84K 0.01% -276 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 483 shares; 2026Q1: 483 shares; 2026Q2: 738 shares; 2026Q3: 486 shares 486 $83.7K 0.01% -252 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,183 shares; 2026Q1: 4,279 shares; 2026Q2: 4,167 shares; 2026Q3: 4,167 shares 4,167 $83.6K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 218 shares 218 $83.3K 0.01% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $83.1K 0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 126 shares; 2026Q3: 260 shares 260 $82.7K 0.01% +134 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,446 shares; 2026Q1: 2,505 shares; 2026Q2: 2,439 shares; 2026Q3: 3,480 shares 3,480 $79.1K 0.01% +1,041 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 455 shares; 2026Q1: 466 shares; 2026Q2: 450 shares; 2026Q3: 450 shares 450 $79K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 543 shares; 2026Q1: 362 shares; 2026Q2: 779 shares; 2026Q3: 4,175 shares 4,175 $78.9K 0.01% +3,396 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,031 shares 1,031 $78.8K 0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 771 shares; 2026Q3: 771 shares 771 $78K 0.01% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,680 shares; 2026Q1: 2,680 shares; 2026Q2: 3,850 shares; 2026Q3: 2,220 shares 2,220 $77.6K 0.01% -1,630 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,173 shares; 2026Q3: 200 shares 200 $77.5K 0.01% -973 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 142 shares 142 $76.4K 0.01% +110 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 960 shares 960 $75.2K 0.01% new 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 443 shares; 2026Q1: 431 shares; 2026Q2: 372 shares; 2026Q3: 659 shares 659 $75.1K 0.01% +287 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 566 shares; 2026Q1: 573 shares; 2026Q2: 792 shares; 2026Q3: 544 shares 544 $74.9K 0.01% -248 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,006 shares; 2026Q1: 2,006 shares; 2026Q2: 2,422 shares; 2026Q3: 2,000 shares 2,000 $73.5K 0.01% -422 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,998 shares; 2026Q1: 2,117 shares; 2026Q2: 1,189 shares; 2026Q3: 985 shares 985 $73.3K 0.01% -204 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 147 shares; 2026Q3: 136 shares 136 $73.3K 0.01% -11 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 163 shares; 2026Q3: 1,611 shares 1,611 $72.3K 0.01% +1,448 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 480 shares; 2026Q1: 309 shares; 2026Q2: 289 shares; 2026Q3: 289 shares 289 $71.7K 0.01% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,370 shares; 2026Q1: 1,101 shares; 2026Q2: 1,101 shares; 2026Q3: 790 shares 790 $71.3K 0.01% -311 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 471 shares; 2026Q1: 1,008 shares; 2026Q2: 1,064 shares; 2026Q3: 300 shares 300 $71K 0.01% -764 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 144 shares; 2026Q1: 148 shares; 2026Q2: 197 shares; 2026Q3: 141 shares 141 $69.4K 0.01% -56 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 160 shares; 2026Q1: 165 shares; 2026Q2: 165 shares; 2026Q3: 132 shares 132 $68.9K 0.01% -33 Timeline PIZ 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,987 shares; 2026Q1: 1,306 shares; 2026Q2: 1,296 shares; 2026Q3: 1,296 shares 1,296 $68.7K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 38 shares; 2026Q3: 245 shares 245 $67.1K 0.01% +207 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,887 shares; 2026Q1: 1,602 shares; 2026Q2: 1,512 shares; 2026Q3: 1,878 shares 1,878 $66.5K 0.01% +366 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 1,034 shares; 2026Q3: 1,948 shares 1,948 $66.5K 0.01% +914 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 741 shares 741 $66.4K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 438 shares; 2026Q1: 438 shares; 2026Q2: 438 shares; 2026Q3: 336 shares 336 $65.5K 0.01% -102 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,468 shares; 2026Q1: 1,497 shares; 2026Q2: 1,180 shares; 2026Q3: 1,180 shares 1,180 $65.3K 0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,101 shares; 2026Q1: 1,122 shares; 2026Q2: 1,596 shares; 2026Q3: 1,122 shares 1,122 $64.5K 0.01% -474 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,275 shares 1,275 $64.2K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares; 2026Q2: 2,327 shares; 2026Q3: 2,007 shares 2,007 $63.8K 0.01% -320 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,069 shares; 2026Q3: 1,069 shares 1,069 $63.6K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 434 shares; 2026Q1: 407 shares; 2026Q2: 489 shares; 2026Q3: 223 shares 223 $63.6K 0.01% -266 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 21,811 shares; 2026Q2: 1,980 shares; 2026Q3: 305 shares 305 $63.4K 0.01% -1,675 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 951 shares; 2026Q1: 2,836 shares; 2026Q2: 2,598 shares; 2026Q3: 414 shares 414 $62.9K 0.01% -2,184 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 733 shares; 2026Q3: 733 shares 733 $62.7K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,376 shares; 2026Q1: 489 shares; 2026Q2: 489 shares; 2026Q3: 564 shares 564 $62.6K 0.01% +75 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 895 shares; 2026Q1: 950 shares; 2026Q2: 927 shares; 2026Q3: 632 shares 632 $62.3K 0.01% -295 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,898 shares; 2026Q1: not reported; 2026Q2: 552 shares; 2026Q3: 583 shares 583 $62.1K 0.01% +31 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,634 shares; 2026Q1: 3,799 shares; 2026Q2: 3,277 shares; 2026Q3: 1,170 shares 1,170 $61.5K 0.01% -2,107 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 617 shares; 2026Q3: 6,650 shares 6,650 $60.3K 0.01% +6,033 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: 1,275 shares; 2026Q3: 950 shares 950 $60.1K 0.01% -325 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,090 shares; 2026Q1: 5,920 shares; 2026Q2: 4,810 shares; 2026Q3: 858 shares 858 $60.1K 0.01% -3,952 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,295 shares; 2026Q1: 1,295 shares; 2026Q2: 1,295 shares; 2026Q3: 1,295 shares 1,295 $60K 0.01% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 142 shares; 2026Q3: 141 shares 141 $59.8K 0.01% -1 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 935 shares; 2026Q1: 935 shares; 2026Q2: 1,325 shares; 2026Q3: 935 shares 935 $59.6K 0.01% -390 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares; 2026Q3: 21 shares 21 $59.4K 0.01% -35 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,404 shares; 2026Q3: 4,000 shares 4,000 $59.3K 0.01% -5,404 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 273 shares; 2026Q1: 270 shares; 2026Q2: 278 shares; 2026Q3: 265 shares 265 $58.9K 0.01% -13 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,580 shares; 2026Q1: 1,439 shares; 2026Q2: 1,394 shares; 2026Q3: 1,069 shares 1,069 $58.6K 0.01% -325 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 485 shares; 2026Q3: 340 shares 340 $57.6K 0.01% -145 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 677 shares; 2026Q3: 615 shares 615 $56.3K 0.01% -62 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 969 shares; 2026Q1: 969 shares; 2026Q2: 969 shares; 2026Q3: 969 shares 969 $55.8K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 52 shares; 2026Q1: 53 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51 $55.2K 0.01% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,781 shares; 2026Q1: 10,101 shares; 2026Q2: 8,041 shares; 2026Q3: 1,180 shares 1,180 $54.9K 0.01% -6,861 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 382 shares; 2026Q1: 382 shares; 2026Q2: 403 shares; 2026Q3: 444 shares 444 $53.9K 0.01% +41 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares; 2026Q2: 1,047 shares; 2026Q3: 1,047 shares 1,047 $52.6K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 608 shares; 2026Q3: 350 shares 350 $52K 0.01% -258 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares; 2026Q3: 525 shares 525 $51.1K 0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 918 shares; 2026Q1: 918 shares; 2026Q2: 742 shares; 2026Q3: 717 shares 717 $50.6K 0.01% -25 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,488 shares; 2026Q3: 1,488 shares 1,488 $50.6K 0.01% 0 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,055 shares; 2026Q3: 2,576 shares 2,576 $50.2K 0.01% -1,479 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 846 shares; 2026Q1: 854 shares; 2026Q2: 862 shares; 2026Q3: 492 shares 492 $49.8K 0.01% -370 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,001 shares; 2026Q1: 2,034 shares; 2026Q2: 2,044 shares; 2026Q3: 1,748 shares 1,748 $49.7K 0.01% -296 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $49.7K 0.01% new Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,273 shares 1,273 $49.3K 0.01% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,467 shares; 2026Q1: 2,459 shares; 2026Q2: 2,464 shares; 2026Q3: 1,773 shares 1,773 $49.3K 0.01% -691 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 612 shares; 2026Q1: 626 shares; 2026Q2: 792 shares; 2026Q3: 604 shares 604 $49.3K 0.01% -188 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,440 shares; 2026Q1: 5,497 shares; 2026Q2: 5,456 shares; 2026Q3: 301 shares 301 $49.1K 0.01% -5,155 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 194 shares; 2026Q1: 108 shares; 2026Q2: 115 shares; 2026Q3: 115 shares 115 $49.1K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 324 shares; 2026Q1: 303 shares; 2026Q2: 303 shares; 2026Q3: 303 shares 303 $48.7K 0.01% 0 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,232 shares; 2026Q1: 2,183 shares; 2026Q2: 1,587 shares; 2026Q3: 1,313 shares 1,313 $48.7K 0.01% -274 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,102 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 2,000 shares 2,000 $48.2K 0.01% -1,000 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,463 shares; 2026Q1: 1,463 shares; 2026Q2: 1,463 shares; 2026Q3: 1,463 shares 1,463 $48.1K 0.01% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 512 shares; 2026Q3: 512 shares 512 $48.1K 0.01% 0 Timeline GSSC 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 559 shares; 2026Q2: 559 shares; 2026Q3: 559 shares 559 $48K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,384 shares; 2026Q1: 1,355 shares; 2026Q2: 424 shares; 2026Q3: 424 shares 424 $47.9K 0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 588 shares; 2026Q3: 588 shares 588 $47.7K 0.01% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 180 shares; 2026Q1: 256 shares; 2026Q2: 256 shares; 2026Q3: 180 shares 180 $47.6K 0.01% -76 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 607 shares; 2026Q1: 565 shares; 2026Q2: 884 shares; 2026Q3: 551 shares 551 $47K 0.01% -333 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 141 shares; 2026Q3: 102 shares 102 $46.3K <0.01% -39 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 161 shares; 2026Q3: 161 shares 161 $45.8K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 430 shares; 2026Q1: 475 shares; 2026Q2: 475 shares; 2026Q3: 475 shares 475 $45.1K <0.01% 0 Timeline SPGM 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares; 2026Q3: 515 shares 515 $44.5K <0.01% 0 Timeline CVRT CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 948 shares 948 $44K <0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,119 shares; 2026Q1: 3,144 shares; 2026Q2: 3,144 shares; 2026Q3: 509 shares 509 $43.3K <0.01% -2,635 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,696 shares; 2026Q1: 5,696 shares; 2026Q2: 5,696 shares; 2026Q3: 2,425 shares 2,425 $43K <0.01% -3,271 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares; 2026Q2: 1,263 shares; 2026Q3: 1,263 shares 1,263 $42.1K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 908 shares; 2026Q1: 908 shares; 2026Q2: 908 shares; 2026Q3: 908 shares 908 $41.3K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 272 shares; 2026Q1: 296 shares; 2026Q2: 296 shares; 2026Q3: 296 shares 296 $41K <0.01% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,049 shares; 2026Q3: 1,049 shares 1,049 $40.9K <0.01% 0 Timeline IFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 772 shares; 2026Q3: 772 shares 772 $40.7K <0.01% 0 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,603 shares; 2026Q3: 1,603 shares 1,603 $40.6K <0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 9,751 shares; 2026Q3: 3,000 shares 3,000 $40.2K <0.01% -6,751 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 34 shares; 2026Q1: 37 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37 $39.9K <0.01% 0 VSDM 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 525 shares 525 $39K <0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 218 shares; 2026Q3: 326 shares 326 $37.6K <0.01% +108 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 490 shares; 2026Q1: 335 shares; 2026Q2: 335 shares; 2026Q3: 335 shares 335 $37.5K <0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48 shares; 2026Q3: 157 shares 157 $37K <0.01% +109 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 790 shares; 2026Q1: 790 shares; 2026Q2: 1,101 shares; 2026Q3: 790 shares 790 $36.7K <0.01% -311 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 256 shares 256 $36.6K <0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 183 shares; 2026Q1: 344 shares; 2026Q2: 325 shares; 2026Q3: 325 shares 325 $36.6K <0.01% 0 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares; 2026Q3: 575 shares 575 $36.5K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares; 2026Q3: 600 shares 600 $36.4K <0.01% +350 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 675 shares; 2026Q1: 1,675 shares; 2026Q2: 1,042 shares; 2026Q3: 1,000 shares 1,000 $35.9K <0.01% -42 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 365 shares; 2026Q1: 125 shares; 2026Q2: 317 shares; 2026Q3: 178 shares 178 $35.7K <0.01% -139 Timeline KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,550 shares; 2026Q1: 4,550 shares; 2026Q2: 3,550 shares; 2026Q3: 2,150 shares 2,150 $35.7K <0.01% -1,400 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $35.6K <0.01% 0 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 197 shares; 2026Q3: 197 shares 197 $35.4K <0.01% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,950 shares; 2026Q1: 5,050 shares; 2026Q2: 594 shares; 2026Q3: 350 shares 350 $35.2K <0.01% -244 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 309 shares; 2026Q1: 309 shares; 2026Q2: 309 shares; 2026Q3: 309 shares 309 $34.7K <0.01% 0 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,312 shares; 2026Q1: 3,601 shares; 2026Q2: 3,601 shares; 2026Q3: 3,601 shares 3,601 $33.9K <0.01% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 938 shares; 2026Q1: 70 shares; 2026Q2: 70 shares; 2026Q3: 203 shares 203 $33.9K <0.01% +133 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 569 shares; 2026Q1: 1,760 shares; 2026Q2: 2,028 shares; 2026Q3: 1,542 shares 1,542 $33.6K <0.01% -486 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,825 shares; 2026Q1: 4,825 shares; 2026Q2: 3,704 shares; 2026Q3: 5,825 shares 5,825 $32.9K <0.01% +2,121 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 686 shares; 2026Q1: 684 shares; 2026Q2: 630 shares; 2026Q3: 471 shares 471 $32.9K <0.01% -159 Timeline