IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,432,463 shares; 2024Q4: 2,556,471 shares; 2025Q1: 5,183,932 shares; 2025Q2: 5,206,372 shares; 2025Q3: 5,257,772 shares; 2025Q4: 2,663,792 shares; 2026Q1: 2,669,963 shares; 2026Q2: 2,868,273 shares 2,868,273 $2.15B 11.83% +198,310 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,857,108 shares; 2024Q4: 10,683,889 shares; 2025Q1: 22,514,780 shares; 2025Q2: 22,786,946 shares; 2025Q3: 25,074,822 shares; 2025Q4: 13,581,933 shares; 2026Q1: 14,562,701 shares; 2026Q2: 15,662,182 shares 15,662,182 $1.12B 6.14% +1,099,481 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,163,567 shares; 2024Q4: 1,171,516 shares; 2025Q1: 2,351,556 shares; 2025Q2: 2,311,300 shares; 2025Q3: 2,309,620 shares; 2025Q4: 1,156,962 shares; 2026Q1: 1,130,127 shares; 2026Q2: 1,154,326 shares 1,154,326 $793M 4.37% +24,199 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,196,228 shares; 2024Q4: 7,606,982 shares; 2025Q1: 15,480,038 shares; 2025Q2: 14,821,322 shares; 2025Q3: 14,918,070 shares; 2025Q4: 7,642,952 shares; 2026Q1: 7,709,430 shares; 2026Q2: 7,961,778 shares 7,961,778 $614M 3.38% +252,348 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,599,963 shares; 2024Q4: 4,795,167 shares; 2025Q1: 10,255,788 shares; 2025Q2: 10,438,638 shares; 2025Q3: 11,032,156 shares; 2025Q4: 5,883,288 shares; 2026Q1: 6,334,962 shares; 2026Q2: 6,446,651 shares 6,446,651 $551M 3.03% +111,689 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785,980 shares; 2024Q4: 863,733 shares; 2025Q1: 838,210 shares; 2025Q2: 792,637 shares; 2025Q3: 794,573 shares; 2025Q4: 766,919 shares; 2026Q1: 751,451 shares; 2026Q2: 5,799,266 shares 5,799,266 $510M 2.81% +5,047,815 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107,356 shares; 2024Q4: 1,146,397 shares; 2025Q1: 2,266,924 shares; 2025Q2: 1,972,304 shares; 2025Q3: 2,009,444 shares; 2025Q4: 987,621 shares; 2026Q1: 963,010 shares; 2026Q2: 1,299,198 shares 1,299,198 $481M 2.65% +336,188 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,119,956 shares; 2024Q4: 15,144,112 shares; 2025Q1: 29,554,836 shares; 2025Q2: 28,982,800 shares; 2025Q3: 28,281,342 shares; 2025Q4: 13,535,721 shares; 2026Q1: 13,311,446 shares; 2026Q2: 13,574,503 shares 13,574,503 $430M 2.37% +263,057 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,725 shares; 2024Q4: 456,531 shares; 2025Q1: 919,556 shares; 2025Q2: 896,976 shares; 2025Q3: 922,884 shares; 2025Q4: 599,927 shares; 2026Q1: 677,349 shares; 2026Q2: 4,415,332 shares 4,415,332 $380M 2.09% +3,737,983 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601,431 shares; 2024Q4: 586,133 shares; 2025Q1: 568,884 shares; 2025Q2: 433,684 shares; 2025Q3: 441,443 shares; 2025Q4: 446,916 shares; 2026Q1: 441,132 shares; 2026Q2: 502,627 shares 502,627 $375M 2.07% +61,495 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,901,035 shares; 2024Q4: 7,976,206 shares; 2025Q1: 8,319,006 shares; 2025Q2: 7,865,701 shares; 2025Q3: 7,678,851 shares; 2025Q4: 7,522,835 shares; 2026Q1: 7,504,975 shares; 2026Q2: 7,548,752 shares 7,548,752 $335M 1.84% +43,777 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,613,807 shares; 2024Q4: 3,950,485 shares; 2025Q1: 8,336,104 shares; 2025Q2: 8,339,284 shares; 2025Q3: 8,927,078 shares; 2025Q4: 4,710,913 shares; 2026Q1: 4,897,422 shares; 2026Q2: 5,198,174 shares 5,198,174 $310M 1.71% +300,752 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,959,791 shares; 2024Q4: 10,198,152 shares; 2025Q1: 20,460,262 shares; 2025Q2: 21,525,356 shares; 2025Q3: 21,589,034 shares; 2025Q4: 10,898,799 shares; 2026Q1: 12,209,080 shares; 2026Q2: 10,939,617 shares 10,939,617 $303M 1.67% -1,269,463 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,762,984 shares; 2024Q4: 1,891,540 shares; 2025Q1: 3,883,282 shares; 2025Q2: 3,698,136 shares; 2025Q3: 3,714,872 shares; 2025Q4: 1,901,977 shares; 2026Q1: 1,941,060 shares; 2026Q2: 2,025,543 shares 2,025,543 $300M 1.65% +84,483 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012,522 shares; 2024Q4: 2,750,327 shares; 2025Q1: 6,124,360 shares; 2025Q2: 6,941,794 shares; 2025Q3: 7,587,484 shares; 2025Q4: 4,191,463 shares; 2026Q1: 4,455,868 shares; 2026Q2: 5,045,602 shares 5,045,602 $253M 1.4% +589,734 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,283,811 shares; 2024Q4: 4,510,774 shares; 2025Q1: 4,488,866 shares; 2025Q2: 4,340,479 shares; 2025Q3: 4,389,443 shares; 2025Q4: 4,617,814 shares; 2026Q1: 4,727,243 shares; 2026Q2: 5,483,050 shares 5,483,050 $253M 1.39% +755,807 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,579 shares; 2024Q4: 296,862 shares; 2025Q1: 288,132 shares; 2025Q2: 233,162 shares; 2025Q3: 230,857 shares; 2025Q4: 273,596 shares; 2026Q1: 984,075 shares; 2026Q2: 726,424 shares 726,424 $241M 1.33% -257,651 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437,325 shares; 2024Q4: 462,148 shares; 2025Q1: 601,515 shares; 2025Q2: 448,471 shares; 2025Q3: 442,634 shares; 2025Q4: 590,564 shares; 2026Q1: 512,807 shares; 2026Q2: 784,975 shares 784,975 $227M 1.25% +272,168 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,544 shares; 2025Q2: 3,264 shares; 2025Q3: 9,203 shares; 2025Q4: 9,162 shares; 2026Q1: 15,012 shares; 2026Q2: 2,224,301 shares 2,224,301 $224M 1.23% +2,209,289 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761,788 shares; 2024Q4: 779,659 shares; 2025Q1: 1,583,032 shares; 2025Q2: 1,628,860 shares; 2025Q3: 1,646,332 shares; 2025Q4: 835,091 shares; 2026Q1: 823,550 shares; 2026Q2: 838,191 shares 838,191 $206M 1.14% +14,641 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551,127 shares; 2024Q4: 557,214 shares; 2025Q1: 1,119,086 shares; 2025Q2: 1,217,920 shares; 2025Q3: 1,207,860 shares; 2025Q4: 602,087 shares; 2026Q1: 618,508 shares; 2026Q2: 2,345,040 shares 2,345,040 $189M 1.04% +1,726,532 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,626 shares; 2024Q4: 448,843 shares; 2025Q1: 869,418 shares; 2025Q2: 1,096,878 shares; 2025Q3: 1,040,972 shares; 2025Q4: 545,331 shares; 2026Q1: 807,783 shares; 2026Q2: 530,162 shares 530,162 $182M 1% -277,621 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628,379 shares; 2024Q4: 1,635,475 shares; 2025Q1: 1,654,265 shares; 2025Q2: 1,718,854 shares; 2025Q3: 1,704,967 shares; 2025Q4: 1,695,058 shares; 2026Q1: 1,687,480 shares; 2026Q2: 1,791,433 shares 1,791,433 $148M 0.82% +103,953 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,952 shares; 2024Q4: 174,896 shares; 2025Q1: 195,826 shares; 2025Q2: 236,689 shares; 2025Q3: 231,518 shares; 2025Q4: 395,415 shares; 2026Q1: 317,353 shares; 2026Q2: 641,006 shares 641,006 $128M 0.71% +323,653 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,485 shares; 2024Q4: 231,856 shares; 2025Q1: 447,888 shares; 2025Q2: 444,374 shares; 2025Q3: 215,492 shares; 2025Q4: 283,281 shares; 2026Q1: 237,664 shares; 2026Q2: 342,187 shares 342,187 $128M 0.7% +104,523 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,069 shares; 2024Q4: 32,691 shares; 2025Q1: 84,530 shares; 2025Q2: 72,856 shares; 2025Q3: 69,416 shares; 2025Q4: 33,167 shares; 2026Q1: 30,821 shares; 2026Q2: 1,659,286 shares 1,659,286 $125M 0.69% +1,628,465 Timeline VANGUARD MUN BOND FUND INC VANGUARD MUN BOND FUND INC More: the full row for VANGUARD MUN BOND FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,824,534 shares 8,824,534 $122M 0.67% new VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,113 shares; 2024Q4: 375,457 shares; 2025Q1: 748,652 shares; 2025Q2: 801,260 shares; 2025Q3: 793,728 shares; 2025Q4: 398,598 shares; 2026Q1: 401,536 shares; 2026Q2: 389,955 shares 389,955 $118M 0.65% -11,581 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 931,826 shares; 2024Q4: 996,479 shares; 2025Q1: 2,061,456 shares; 2025Q2: 2,079,868 shares; 2025Q3: 2,204,742 shares; 2025Q4: 1,219,478 shares; 2026Q1: 1,267,763 shares; 2026Q2: 1,355,390 shares 1,355,390 $114M 0.63% +87,627 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,206 shares; 2024Q4: 176,240 shares; 2025Q1: 184,649 shares; 2025Q2: 182,947 shares; 2025Q3: 182,307 shares; 2025Q4: 352,299 shares; 2026Q1: 264,982 shares; 2026Q2: 304,880 shares 304,880 $108M 0.59% +39,898 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,745 shares; 2024Q4: 9,987 shares; 2025Q1: 7,971 shares; 2025Q2: 10,901 shares; 2025Q3: 9,577 shares; 2025Q4: 9,579 shares; 2026Q1: 10,656 shares; 2026Q2: 161,642 shares 161,642 $104M 0.57% +150,986 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,521 shares; 2024Q4: 131,223 shares; 2025Q1: 132,167 shares; 2025Q2: 128,496 shares; 2025Q3: 141,025 shares; 2025Q4: 133,657 shares; 2026Q1: 125,640 shares; 2026Q2: 134,082 shares 134,082 $98.7M 0.54% +8,442 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,874 shares; 2025Q3: 8,570 shares; 2025Q4: 8,591 shares; 2026Q1: 8,617 shares; 2026Q2: 687,689 shares 687,689 $98.6M 0.54% +679,072 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; 2024Q3: 2,279,507 shares; 2024Q4: 2,530,427 shares; 2025Q1: 2,597,661 shares; 2025Q2: 2,610,903 shares; 2025Q3: 2,627,858 shares; 2025Q4: 2,554,612 shares; 2026Q1: 2,436,299 shares; 2026Q2: 2,373,919 shares 2,373,919 $95.5M 0.53% -62,380 Timeline MONEY MARKET FUND 261941702 MONEY MARKET FUND 261941702 More: the full row for MONEY MARKET FUND 261941702 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91,862,768 shares 91,862,768 $91.9M 0.51% new AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,241 shares; 2024Q4: 186,835 shares; 2025Q1: 177,082 shares; 2025Q2: 177,948 shares; 2025Q3: 172,564 shares; 2025Q4: 254,380 shares; 2026Q1: 219,404 shares; 2026Q2: 382,824 shares 382,824 $91.2M 0.5% +163,420 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,896 shares; 2024Q4: 47,908 shares; 2025Q1: 95,534 shares; 2025Q2: 95,528 shares; 2025Q3: 96,742 shares; 2025Q4: 48,874 shares; 2026Q1: 41,387 shares; 2026Q2: 212,799 shares 212,799 $90.7M 0.5% +171,412 Timeline EMLP 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; 2024Q3: 1,963,218 shares; 2024Q4: 2,027,567 shares; 2025Q1: 2,067,556 shares; 2025Q2: 2,099,516 shares; 2025Q3: 2,113,202 shares; 2025Q4: 2,165,019 shares; 2026Q1: 2,048,764 shares; 2026Q2: 2,078,591 shares 2,078,591 $90.4M 0.5% +29,827 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,536 shares; 2024Q4: 12,130 shares; 2025Q1: 13,900 shares; 2025Q2: 18,370 shares; 2025Q3: 12,643 shares; 2025Q4: 12,784 shares; 2026Q1: 12,784 shares; 2026Q2: 1,180,155 shares 1,180,155 $89.8M 0.49% +1,167,371 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,935 shares; 2024Q4: 109,320 shares; 2025Q1: 110,684 shares; 2025Q2: 186,316 shares; 2025Q3: 183,190 shares; 2025Q4: 95,313 shares; 2026Q1: 94,090 shares; 2026Q2: 515,328 shares 515,328 $84.7M 0.47% +421,238 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,037,803 shares; 2024Q4: 3,109,070 shares; 2025Q1: 6,083,326 shares; 2025Q2: 5,842,324 shares; 2025Q3: 5,730,856 shares; 2025Q4: 2,816,409 shares; 2026Q1: 2,822,930 shares; 2026Q2: 2,840,786 shares 2,840,786 $83.6M 0.46% +17,856 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,816,611 shares; 2024Q4: 2,136,108 shares; 2025Q1: 2,238,479 shares; 2025Q2: 2,182,737 shares; 2025Q3: 2,165,300 shares; 2025Q4: 2,047,512 shares; 2026Q1: 1,991,210 shares; 2026Q2: 2,002,126 shares 2,002,126 $82.6M 0.45% +10,916 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,272,371 shares; 2024Q4: 1,217,104 shares; 2025Q1: 1,266,068 shares; 2025Q2: 1,297,463 shares; 2025Q3: 1,457,611 shares; 2025Q4: 1,724,436 shares; 2026Q1: 1,792,834 shares; 2026Q2: 1,599,878 shares 1,599,878 $81M 0.45% -192,956 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,171,563 shares; 2024Q4: 2,404,967 shares; 2025Q1: 2,447,374 shares; 2025Q2: 2,463,983 shares; 2025Q3: 2,538,625 shares; 2025Q4: 2,742,694 shares; 2026Q1: 2,755,256 shares; 2026Q2: 2,777,041 shares 2,777,041 $80.5M 0.44% +21,785 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849,118 shares; 2024Q4: 857,327 shares; 2025Q1: 854,574 shares; 2025Q2: 844,409 shares; 2025Q3: 820,387 shares; 2025Q4: 795,336 shares; 2026Q1: 835,385 shares; 2026Q2: 842,622 shares 842,622 $80.4M 0.44% +7,237 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 844,008 shares; 2024Q4: 864,280 shares; 2025Q1: 841,072 shares; 2025Q2: 803,032 shares; 2025Q3: 820,116 shares; 2025Q4: 810,622 shares; 2026Q1: 788,483 shares; 2026Q2: 831,014 shares 831,014 $80.3M 0.44% +42,531 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 994 shares; 2025Q1: 1,008 shares; 2025Q2: 3,951 shares; 2025Q3: 5,045 shares; 2025Q4: 5,547 shares; 2026Q1: 6,122 shares; 2026Q2: 119,562 shares 119,562 $78.4M 0.43% +113,440 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,601 shares; 2024Q4: 153,337 shares; 2025Q1: 153,204 shares; 2025Q2: 225,448 shares; 2025Q3: 225,273 shares; 2025Q4: 226,681 shares; 2026Q1: 316,090 shares; 2026Q2: 355,010 shares 355,010 $78.4M 0.43% +38,920 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,977 shares; 2024Q4: 99,011 shares; 2025Q1: 84,102 shares; 2025Q2: 93,448 shares; 2025Q3: 94,820 shares; 2025Q4: 161,575 shares; 2026Q1: 134,944 shares; 2026Q2: 216,448 shares 216,448 $77.4M 0.43% +81,504 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,025 shares; 2024Q4: 190,073 shares; 2025Q1: 373,028 shares; 2025Q2: 364,162 shares; 2025Q3: 357,202 shares; 2025Q4: 203,486 shares; 2026Q1: 204,118 shares; 2026Q2: 205,004 shares 205,004 $75M 0.41% +886 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197,213 shares; 2025Q3: 716,309 shares; 2025Q4: 759,904 shares; 2026Q1: 769,423 shares; 2026Q2: 782,924 shares 782,924 $74M 0.41% +13,501 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,188 shares; 2024Q4: 339,257 shares; 2025Q1: 647,622 shares; 2025Q2: 583,066 shares; 2025Q3: 580,510 shares; 2025Q4: 288,995 shares; 2026Q1: 292,875 shares; 2026Q2: 337,510 shares 337,510 $73.6M 0.4% +44,635 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054,970 shares; 2024Q4: 1,188,263 shares; 2025Q1: 1,243,992 shares; 2025Q2: 1,263,546 shares; 2025Q3: 1,299,739 shares; 2025Q4: 1,426,989 shares; 2026Q1: 1,514,236 shares; 2026Q2: 1,538,885 shares 1,538,885 $72M 0.4% +24,649 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,669 shares; 2024Q4: 11,718 shares; 2025Q1: 37,640 shares; 2025Q2: 37,156 shares; 2025Q3: 37,330 shares; 2025Q4: 18,392 shares; 2026Q1: 18,771 shares; 2026Q2: 817,585 shares 817,585 $67.1M 0.37% +798,814 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,266 shares; 2024Q4: 119,673 shares; 2025Q1: 220,238 shares; 2025Q2: 218,300 shares; 2025Q3: 207,896 shares; 2025Q4: 103,351 shares; 2026Q1: 94,256 shares; 2026Q2: 530,662 shares 530,662 $65.9M 0.36% +436,406 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 597,883 shares; 2024Q4: 584,735 shares; 2025Q1: 1,034,280 shares; 2025Q2: 1,213,590 shares; 2025Q3: 972,604 shares; 2025Q4: 609,110 shares; 2026Q1: 512,469 shares; 2026Q2: 568,001 shares 568,001 $61.1M 0.34% +55,532 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555,386 shares; 2024Q4: 560,009 shares; 2025Q1: 1,123,916 shares; 2025Q2: 1,136,864 shares; 2025Q3: 1,111,466 shares; 2025Q4: 547,576 shares; 2026Q1: 555,277 shares; 2026Q2: 580,559 shares 580,559 $60.3M 0.33% +25,282 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,869 shares; 2024Q4: 95,881 shares; 2025Q1: 173,878 shares; 2025Q2: 175,920 shares; 2025Q3: 174,426 shares; 2025Q4: 90,318 shares; 2026Q1: 82,761 shares; 2026Q2: 145,102 shares 145,102 $59.4M 0.33% +62,341 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 683,074 shares; 2024Q4: 727,028 shares; 2025Q1: 1,436,998 shares; 2025Q2: 1,349,390 shares; 2025Q3: 1,351,676 shares; 2025Q4: 727,515 shares; 2026Q1: 749,709 shares; 2026Q2: 777,249 shares 777,249 $57.1M 0.31% +27,540 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582,367 shares; 2024Q4: 502,928 shares; 2025Q1: 492,073 shares; 2025Q2: 491,543 shares; 2025Q3: 485,744 shares; 2025Q4: 475,968 shares; 2026Q1: 464,941 shares; 2026Q2: 1,005,012 shares 1,005,012 $56.4M 0.31% +540,071 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,760 shares; 2024Q4: 13,368 shares; 2025Q1: 12,282 shares; 2025Q2: 14,151 shares; 2025Q3: 17,604 shares; 2025Q4: 34,392 shares; 2026Q1: 29,658 shares; 2026Q2: 295,627 shares 295,627 $56.3M 0.31% +265,969 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,391 shares; 2024Q4: 171,840 shares; 2025Q1: 354,264 shares; 2025Q2: 357,106 shares; 2025Q3: 359,466 shares; 2025Q4: 197,999 shares; 2026Q1: 205,310 shares; 2026Q2: 217,250 shares 217,250 $52.8M 0.29% +11,940 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,058,853 shares 2,058,853 $52.5M 0.29% new Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,845 shares; 2024Q4: 330,289 shares; 2025Q1: 371,755 shares; 2025Q2: 266,003 shares; 2025Q3: 328,659 shares; 2025Q4: 830,187 shares; 2026Q1: 975,073 shares; 2026Q2: 1,026,122 shares 1,026,122 $52.3M 0.29% +51,049 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426,813 shares; 2024Q4: 469,382 shares; 2025Q1: 481,972 shares; 2025Q2: 503,388 shares; 2025Q3: 499,962 shares; 2025Q4: 507,585 shares; 2026Q1: 540,334 shares; 2026Q2: 562,618 shares 562,618 $51.6M 0.28% +22,284 Timeline VMFXX VANGUARD FEDERAL MMKT-INV More: the full row for VANGUARD FEDERAL MMKT-INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,358,744 shares 49,358,744 $49.4M 0.27% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,018 shares; 2024Q4: 8,018 shares; 2025Q1: 8,018 shares; 2025Q2: 8,018 shares; 2025Q3: 8,018 shares; 2025Q4: 8,018 shares; 2026Q1: 9,557 shares; 2026Q2: 1,676,702 shares 1,676,702 $48.6M 0.27% +1,667,145 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,740 shares; 2025Q2: 4,626 shares; 2025Q3: 4,632 shares; 2025Q4: 4,647 shares; 2026Q1: 4,633 shares; 2026Q2: 395,293 shares 395,293 $46.3M 0.25% +390,660 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; 2024Q3: 138,533 shares; 2024Q4: 147,388 shares; 2025Q1: 141,797 shares; 2025Q2: 149,058 shares; 2025Q3: 94,153 shares; 2025Q4: 95,758 shares; 2026Q1: 102,633 shares; 2026Q2: 380,113 shares 380,113 $45.2M 0.25% +277,480 Timeline FIDELITY TREASURY (ONLY MON… FIDELITY TREASURY (ONLY MONEY MAR… More: the full row for FIDELITY TREASURY (ONLY MONEY MARKET FD) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,145,794 shares 44,145,794 $44.1M 0.24% new SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 483,994 shares 483,994 $43.9M 0.24% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,368 shares; 2024Q4: 34,258 shares; 2025Q1: 35,090 shares; 2025Q2: 40,256 shares; 2025Q3: 41,533 shares; 2025Q4: 58,711 shares; 2026Q1: 92,985 shares; 2026Q2: 104,461 shares 104,461 $43.9M 0.24% +11,476 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409,896 shares; 2024Q4: 412,773 shares; 2025Q1: 731,747 shares; 2025Q2: 412,619 shares; 2025Q3: 425,750 shares; 2025Q4: 465,783 shares; 2026Q1: 477,022 shares; 2026Q2: 553,373 shares 553,373 $43.7M 0.24% +76,351 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,262 shares; 2024Q4: 60,527 shares; 2025Q1: 72,119 shares; 2025Q2: 71,585 shares; 2025Q3: 76,138 shares; 2025Q4: 160,985 shares; 2026Q1: 168,677 shares; 2026Q2: 2,659,758 shares 2,659,758 $42.2M 0.23% +2,491,081 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,343 shares; 2024Q4: 63,530 shares; 2025Q1: 65,729 shares; 2025Q2: 63,760 shares; 2025Q3: 63,392 shares; 2025Q4: 70,292 shares; 2026Q1: 66,767 shares; 2026Q2: 83,596 shares 83,596 $41.8M 0.23% +16,829 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,556 shares; 2024Q4: 63,125 shares; 2025Q1: 127,022 shares; 2025Q2: 120,310 shares; 2025Q3: 115,066 shares; 2025Q4: 65,567 shares; 2026Q1: 59,070 shares; 2026Q2: 248,370 shares 248,370 $41.2M 0.23% +189,300 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,957 shares; 2025Q3: 405,854 shares; 2025Q4: 446,141 shares; 2026Q1: 451,150 shares; 2026Q2: 464,924 shares 464,924 $39.5M 0.22% +13,774 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,236,727 shares; 2024Q4: 797,068 shares; 2025Q1: 790,704 shares; 2025Q2: 851,789 shares; 2025Q3: 829,947 shares; 2025Q4: 825,028 shares; 2026Q1: 814,303 shares; 2026Q2: 727,590 shares 727,590 $37.6M 0.21% -86,713 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,921 shares; 2024Q4: 78,508 shares; 2025Q1: 77,328 shares; 2025Q2: 79,379 shares; 2025Q3: 74,281 shares; 2025Q4: 95,917 shares; 2026Q1: 63,509 shares; 2026Q2: 114,563 shares 114,563 $37.5M 0.21% +51,054 Timeline VANGUARD LONG TERM TAX EXEM… VANGUARD LONG TERM TAX EXEMPT FUN… More: the full row for VANGUARD LONG TERM TAX EXEMPT FUND ADMIRAL SHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,390,604 shares 3,390,604 $37.1M 0.2% new AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,121 shares; 2024Q4: 41,508 shares; 2025Q1: 43,162 shares; 2025Q2: 45,807 shares; 2025Q3: 40,954 shares; 2025Q4: 62,372 shares; 2026Q1: 44,747 shares; 2026Q2: 96,827 shares 96,827 $36.6M 0.2% +52,080 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 899,039 shares; 2024Q4: 939,135 shares; 2025Q1: 1,891,296 shares; 2025Q2: 1,908,570 shares; 2025Q3: 1,895,236 shares; 2025Q4: 1,008,030 shares; 2026Q1: 1,256,495 shares; 2026Q2: 1,005,812 shares 1,005,812 $36.5M 0.2% -250,683 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,495 shares; 2024Q4: 15,896 shares; 2025Q1: 73,930 shares; 2025Q2: 108,054 shares; 2025Q3: 135,261 shares; 2025Q4: 134,069 shares; 2026Q1: 142,778 shares; 2026Q2: 165,851 shares 165,851 $35.3M 0.19% +23,073 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,592 shares; 2024Q4: 7,536 shares; 2025Q1: 8,320 shares; 2025Q2: 5,536 shares; 2025Q3: 6,782 shares; 2025Q4: 7,442 shares; 2026Q1: 10,254 shares; 2026Q2: 668,986 shares 668,986 $33.7M 0.19% +658,732 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 747,600 shares; 2024Q4: 704,877 shares; 2025Q1: 1,368,394 shares; 2025Q2: 1,683,670 shares; 2025Q3: 1,438,742 shares; 2025Q4: 687,459 shares; 2026Q1: 675,736 shares; 2026Q2: 661,660 shares 661,660 $33.5M 0.18% -14,076 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,037 shares; 2024Q4: 8,709 shares; 2025Q1: 16,698 shares; 2025Q2: 16,634 shares; 2025Q3: 8,024 shares; 2025Q4: 12,811 shares; 2026Q1: 15,510 shares; 2026Q2: 27,830 shares 27,830 $33.4M 0.18% +12,320 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,149,477 shares; 2024Q4: 607,562 shares; 2025Q1: 617,527 shares; 2025Q2: 618,907 shares; 2025Q3: 639,712 shares; 2025Q4: 668,702 shares; 2026Q1: 657,769 shares; 2026Q2: 690,130 shares 690,130 $32.7M 0.18% +32,361 Timeline FIDELITY 500 INDEX FIDELITY 500 INDEX More: the full row for FIDELITY 500 INDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125,005 shares 125,005 $32.7M 0.18% new AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,898 shares; 2024Q4: 11,275 shares; 2025Q1: 11,240 shares; 2025Q2: 11,261 shares; 2025Q3: 11,054 shares; 2025Q4: 14,285 shares; 2026Q1: 14,417 shares; 2026Q2: 95,731 shares 95,731 $32.4M 0.18% +81,314 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,450 shares; 2024Q4: 121,787 shares; 2025Q1: 236,944 shares; 2025Q2: 198,970 shares; 2025Q3: 197,930 shares; 2025Q4: 97,401 shares; 2026Q1: 96,353 shares; 2026Q2: 106,982 shares 106,982 $32.1M 0.18% +10,629 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 1,117,138 shares; 2026Q2: 1,117,128 shares 1,117,128 $31.3M 0.17% -10 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436,255 shares; 2024Q4: 438,690 shares; 2025Q1: 440,038 shares; 2025Q2: 439,424 shares; 2025Q3: 429,442 shares; 2025Q4: 453,248 shares; 2026Q1: 452,142 shares; 2026Q2: 465,286 shares 465,286 $31M 0.17% +13,144 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,221 shares; 2024Q4: 53,828 shares; 2025Q1: 54,413 shares; 2025Q2: 32,873 shares; 2025Q3: 32,566 shares; 2025Q4: 29,477 shares; 2026Q1: 403,477 shares; 2026Q2: 383,523 shares 383,523 $30.1M 0.17% -19,954 Timeline VANGUARD LTD-TERM TX-EX ADM VANGUARD LTD-TERM TX-EX ADM More: the full row for VANGUARD LTD-TERM TX-EX ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,730,825 shares 2,730,825 $30M 0.17% new USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,021,046 shares; 2024Q4: 1,404,395 shares; 2025Q1: 1,516,924 shares; 2025Q2: 717,475 shares; 2025Q3: 660,003 shares; 2025Q4: 1,173,736 shares; 2026Q1: 809,798 shares; 2026Q2: 580,812 shares 580,812 $29.2M 0.16% -228,986 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,659 shares; 2024Q4: 112,554 shares; 2025Q1: 136,841 shares; 2025Q2: 135,573 shares; 2025Q3: 140,136 shares; 2025Q4: 156,047 shares; 2026Q1: 1,024,244 shares; 2026Q2: 1,274,142 shares 1,274,142 $29.2M 0.16% +249,898 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,419 shares; 2024Q4: 86,985 shares; 2025Q1: 80,275 shares; 2025Q2: 100,473 shares; 2025Q3: 69,550 shares; 2025Q4: 90,396 shares; 2026Q1: 190,669 shares; 2026Q2: 228,396 shares 228,396 $28.4M 0.16% +37,727 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,817 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 676,711 shares 676,711 $28.4M 0.16% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517,286 shares; 2024Q4: 390,175 shares; 2025Q1: 360,894 shares; 2025Q2: 281,657 shares; 2025Q3: 267,153 shares; 2025Q4: 1,247,409 shares; 2026Q1: 1,234,565 shares; 2026Q2: 1,204,706 shares 1,204,706 $27.4M 0.15% -29,859 Timeline PCLG FUNDVANTAGE TR More: the full row for FUNDVANTAGE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,078 shares; 2025Q4: 2,200,171 shares; 2026Q1: 1,533,930 shares; 2026Q2: 1,220,295 shares 1,220,295 $26.5M 0.15% -313,635 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,703 shares; 2024Q4: 90,480 shares; 2025Q1: 181,356 shares; 2025Q2: 170,094 shares; 2025Q3: 83,643 shares; 2025Q4: 94,452 shares; 2026Q1: 86,373 shares; 2026Q2: 101,693 shares 101,693 $25.8M 0.14% +15,320 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; 2024Q3: 61,830 shares; 2024Q4: 59,662 shares; 2025Q1: 59,543 shares; 2025Q2: 57,957 shares; 2025Q3: 59,235 shares; 2025Q4: 87,303 shares; 2026Q1: 105,266 shares; 2026Q2: 129,350 shares 129,350 $25.6M 0.14% +24,084 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,950 shares; 2024Q4: 24,909 shares; 2025Q1: 24,214 shares; 2025Q2: 26,841 shares; 2025Q3: 25,039 shares; 2025Q4: 48,230 shares; 2026Q1: 28,928 shares; 2026Q2: 44,939 shares 44,939 $25.3M 0.14% +16,011 Timeline SUTXX US TREASURY MONEY FUND More: the full row for US TREASURY MONEY FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,941,666 shares 24,941,666 $24.9M 0.14% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,331 shares; 2024Q4: 39,223 shares; 2025Q1: 77,000 shares; 2025Q2: 76,078 shares; 2025Q3: 80,894 shares; 2025Q4: 57,747 shares; 2026Q1: 60,209 shares; 2026Q2: 104,486 shares 104,486 $24.7M 0.14% +44,277 Timeline Fidelity Total Market Index… Fidelity Total Market Index Fu More: the full row for Fidelity Total Market Index Fu Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,677 shares 117,677 $24.4M 0.13% new VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,655 shares; 2024Q4: 196,611 shares; 2025Q1: 416,510 shares; 2025Q2: 183,440 shares; 2025Q3: 367,560 shares; 2025Q4: 158,235 shares; 2026Q1: 160,105 shares; 2026Q2: 153,843 shares 153,843 $24.1M 0.13% -6,262 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,923 shares; 2024Q4: 50,055 shares; 2025Q1: 51,913 shares; 2025Q2: 52,517 shares; 2025Q3: 56,150 shares; 2025Q4: 54,146 shares; 2026Q1: 43,115 shares; 2026Q2: 63,818 shares 63,818 $23.5M 0.13% +20,703 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,362 shares; 2024Q4: 3,270 shares; 2025Q1: 3,187 shares; 2025Q2: 11,233 shares; 2025Q3: 10,897 shares; 2025Q4: 11,453 shares; 2026Q1: 15,151 shares; 2026Q2: 212,028 shares 212,028 $23.2M 0.13% +196,877 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: 5,669 shares; 2025Q1: 11,546 shares; 2025Q2: 14,754 shares; 2025Q3: 8,214 shares; 2025Q4: 15,493 shares; 2026Q1: 11,574 shares; 2026Q2: 20,015 shares 20,015 $23.1M 0.13% +8,441 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,832 shares; 2024Q4: not reported; 2025Q1: 11,721 shares; 2025Q2: 11,610 shares; 2025Q3: 11,671 shares; 2025Q4: 11,828 shares; 2026Q1: 12,257 shares; 2026Q2: 870,699 shares 870,699 $22.8M 0.13% +858,442 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,539 shares; 2024Q4: 141,860 shares; 2025Q1: 273,390 shares; 2025Q2: 270,978 shares; 2025Q3: 279,422 shares; 2025Q4: 132,086 shares; 2026Q1: 136,948 shares; 2026Q2: 143,339 shares 143,339 $22.7M 0.12% +6,391 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,390 shares; 2024Q4: 138,264 shares; 2025Q1: 143,042 shares; 2025Q2: 139,153 shares; 2025Q3: 134,377 shares; 2025Q4: 157,874 shares; 2026Q1: 134,584 shares; 2026Q2: 164,234 shares 164,234 $22.5M 0.12% +29,650 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,485 shares; 2024Q4: 182,535 shares; 2025Q1: 394,998 shares; 2025Q2: 384,394 shares; 2025Q3: 390,216 shares; 2025Q4: 203,089 shares; 2026Q1: 200,994 shares; 2026Q2: 201,014 shares 201,014 $22.2M 0.12% +20 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,132 shares; 2024Q4: 269,037 shares; 2025Q1: 518,162 shares; 2025Q2: 494,688 shares; 2025Q3: 478,140 shares; 2025Q4: 238,520 shares; 2026Q1: 227,724 shares; 2026Q2: 224,731 shares 224,731 $21.7M 0.12% -2,993 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,460 shares; 2024Q4: 271,896 shares; 2025Q1: 530,678 shares; 2025Q2: 478,908 shares; 2025Q3: 366,262 shares; 2025Q4: 164,341 shares; 2026Q1: 149,962 shares; 2026Q2: 209,861 shares 209,861 $20.8M 0.11% +59,899 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,111 shares; 2024Q4: 107,332 shares; 2025Q1: 218,926 shares; 2025Q2: 148,808 shares; 2025Q3: 160,934 shares; 2025Q4: 80,943 shares; 2026Q1: 78,004 shares; 2026Q2: 85,448 shares 85,448 $20.7M 0.11% +7,444 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,524 shares; 2024Q4: 118,795 shares; 2025Q1: 265,060 shares; 2025Q2: 261,290 shares; 2025Q3: 265,512 shares; 2025Q4: 140,040 shares; 2026Q1: 138,738 shares; 2026Q2: 138,688 shares 138,688 $20.5M 0.11% -50 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,348 shares; 2024Q4: 126,697 shares; 2025Q1: 279,270 shares; 2025Q2: 272,482 shares; 2025Q3: 273,026 shares; 2025Q4: 141,603 shares; 2026Q1: 138,416 shares; 2026Q2: 137,750 shares 137,750 $20.2M 0.11% -666 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 373,105 shares 373,105 $19.8M 0.11% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,495 shares; 2024Q4: 24,349 shares; 2025Q1: 25,886 shares; 2025Q2: 26,257 shares; 2025Q3: 23,368 shares; 2025Q4: 36,157 shares; 2026Q1: 27,319 shares; 2026Q2: 57,671 shares 57,671 $19.8M 0.11% +30,352 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,237 shares; 2024Q4: 44,125 shares; 2025Q1: 49,239 shares; 2025Q2: 48,040 shares; 2025Q3: 48,336 shares; 2025Q4: 49,395 shares; 2026Q1: 48,736 shares; 2026Q2: 48,319 shares 48,319 $19M 0.1% -417 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282 shares; 2025Q4: 9,368 shares; 2026Q1: 9,451 shares; 2026Q2: 212,714 shares 212,714 $18.4M 0.1% +203,263 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,949 shares; 2024Q4: 81,862 shares; 2025Q1: 170,016 shares; 2025Q2: 186,880 shares; 2025Q3: 153,830 shares; 2025Q4: 111,884 shares; 2026Q1: 93,465 shares; 2026Q2: 159,109 shares 159,109 $18M 0.1% +65,644 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,742 shares; 2024Q4: 91,247 shares; 2025Q1: 152,397 shares; 2025Q2: 87,780 shares; 2025Q3: 86,729 shares; 2025Q4: 87,164 shares; 2026Q1: 83,308 shares; 2026Q2: 81,119 shares 81,119 $17.8M 0.1% -2,189 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; 2024Q3: 62,211 shares; 2024Q4: 59,393 shares; 2025Q1: 115,948 shares; 2025Q2: 102,622 shares; 2025Q3: 101,726 shares; 2025Q4: 52,480 shares; 2026Q1: 55,806 shares; 2026Q2: 57,951 shares 57,951 $17.8M 0.1% +2,145 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,850 shares; 2024Q4: 16,131 shares; 2025Q1: 15,487 shares; 2025Q2: 15,799 shares; 2025Q3: 16,456 shares; 2025Q4: 20,435 shares; 2026Q1: 14,161 shares; 2026Q2: 18,580 shares 18,580 $17.4M 0.1% +4,419 Timeline GUGGENHEIM TOTAL RETURN BON… GUGGENHEIM TOTAL RETURN BOND FUND… More: the full row for GUGGENHEIM TOTAL RETURN BOND FUND INSTITUTIONAL CLASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 729,398 shares 729,398 $17.3M 0.1% new VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,516,164 shares 1,516,164 $17.3M 0.1% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,754 shares; 2024Q4: 55,215 shares; 2025Q1: 53,742 shares; 2025Q2: 50,854 shares; 2025Q3: 50,381 shares; 2025Q4: 58,434 shares; 2026Q1: 52,546 shares; 2026Q2: 67,367 shares 67,367 $17M 0.09% +14,821 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,067 shares; 2024Q4: 65,610 shares; 2025Q1: 76,446 shares; 2025Q2: 74,917 shares; 2025Q3: 75,633 shares; 2025Q4: 77,480 shares; 2026Q1: 75,947 shares; 2026Q2: 76,439 shares 76,439 $16.9M 0.09% +492 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,002 shares; 2024Q4: 180,516 shares; 2025Q1: 513,282 shares; 2025Q2: 285,670 shares; 2025Q3: 278,216 shares; 2025Q4: 107,166 shares; 2026Q1: 107,309 shares; 2026Q2: 122,234 shares 122,234 $16.8M 0.09% +14,925 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 4,069 shares; 2025Q1: 9,538 shares; 2025Q2: 8,597 shares; 2025Q3: 16,758 shares; 2025Q4: 7,877 shares; 2026Q1: 3,714 shares; 2026Q2: 101,013 shares 101,013 $16.5M 0.09% +97,299 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,910 shares; 2024Q4: 145,370 shares; 2025Q1: 292,880 shares; 2025Q2: 293,348 shares; 2025Q3: 142,034 shares; 2025Q4: 184,639 shares; 2026Q1: 177,073 shares; 2026Q2: 196,374 shares 196,374 $16M 0.09% +19,301 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 857,543 shares; 2024Q4: 878,146 shares; 2025Q1: 905,610 shares; 2025Q2: 835,348 shares; 2025Q3: 856,106 shares; 2025Q4: 826,246 shares; 2026Q1: 774,453 shares; 2026Q2: 727,590 shares 727,590 $15.9M 0.09% -46,863 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,245 shares; 2024Q4: 507,103 shares; 2025Q1: 1,003,918 shares; 2025Q2: 1,000,692 shares; 2025Q3: 1,002,272 shares; 2025Q4: 500,567 shares; 2026Q1: 480,277 shares; 2026Q2: 537,166 shares 537,166 $15.6M 0.09% +56,889 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,342 shares; 2024Q4: 27,583 shares; 2025Q1: 57,952 shares; 2025Q2: 70,066 shares; 2025Q3: 63,054 shares; 2025Q4: 39,384 shares; 2026Q1: 40,416 shares; 2026Q2: 55,000 shares 55,000 $15.5M 0.09% +14,584 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,106 shares; 2024Q4: 77,502 shares; 2025Q1: 106,033 shares; 2025Q2: 105,759 shares; 2025Q3: 121,367 shares; 2025Q4: 125,102 shares; 2026Q1: 142,193 shares; 2026Q2: 450,059 shares 450,059 $15M 0.08% +307,866 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,723 shares; 2024Q4: 11,044 shares; 2025Q1: 9,527 shares; 2025Q2: 9,689 shares; 2025Q3: 14,080 shares; 2025Q4: 21,151 shares; 2026Q1: 15,303 shares; 2026Q2: 25,311 shares 25,311 $14.7M 0.08% +10,008 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,803 shares; 2024Q4: 44,881 shares; 2025Q1: 44,881 shares; 2025Q2: 48,792 shares; 2025Q3: 52,105 shares; 2025Q4: 43,251 shares; 2026Q1: 34,723 shares; 2026Q2: 159,760 shares 159,760 $14.6M 0.08% +125,037 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; 2024Q3: 186,247 shares; 2024Q4: 181,861 shares; 2025Q1: 179,995 shares; 2025Q2: 181,452 shares; 2025Q3: 184,108 shares; 2025Q4: 175,149 shares; 2026Q1: 175,413 shares; 2026Q2: 172,881 shares 172,881 $14.2M 0.08% -2,532 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 497,936 shares 497,936 $14.1M 0.08% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,505 shares; 2024Q4: 221,515 shares; 2025Q1: 221,981 shares; 2025Q2: 220,823 shares; 2025Q3: 220,956 shares; 2025Q4: 221,665 shares; 2026Q1: 220,720 shares; 2026Q2: 259,970 shares 259,970 $14M 0.08% +39,250 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,758 shares; 2024Q4: 23,717 shares; 2025Q1: 47,400 shares; 2025Q2: 49,688 shares; 2025Q3: 22,640 shares; 2025Q4: 35,061 shares; 2026Q1: 27,176 shares; 2026Q2: 38,855 shares 38,855 $13.7M 0.08% +11,679 Timeline COLUMBIA TOTAL RETURN BOND … COLUMBIA TOTAL RETURN BOND FUND I… More: the full row for COLUMBIA TOTAL RETURN BOND FUND INST2 CLASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 441,263 shares 441,263 $13.5M 0.07% new HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,504 shares; 2024Q4: 84,763 shares; 2025Q1: 89,910 shares; 2025Q2: 92,380 shares; 2025Q3: 97,295 shares; 2025Q4: 98,412 shares; 2026Q1: 100,702 shares; 2026Q2: 487,499 shares 487,499 $13.4M 0.07% +386,797 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,927 shares; 2024Q4: 15,471 shares; 2025Q1: 15,269 shares; 2025Q2: 15,076 shares; 2025Q3: 14,165 shares; 2025Q4: 19,404 shares; 2026Q1: 15,617 shares; 2026Q2: 25,876 shares 25,876 $13.3M 0.07% +10,259 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,174 shares; 2024Q4: 147,561 shares; 2025Q1: 147,949 shares; 2025Q2: 147,905 shares; 2025Q3: 147,744 shares; 2025Q4: 147,906 shares; 2026Q1: 147,998 shares; 2026Q2: 147,238 shares 147,238 $13.2M 0.07% -760 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,785 shares; 2024Q4: 62,842 shares; 2025Q1: 63,656 shares; 2025Q2: 62,322 shares; 2025Q3: 55,818 shares; 2025Q4: 90,316 shares; 2026Q1: 86,730 shares; 2026Q2: 111,974 shares 111,974 $13.2M 0.07% +25,244 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 18 shares 18 $13.1M 0.07% +4 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; 2024Q3: 246,119 shares; 2024Q4: 490,414 shares; 2025Q1: 945,964 shares; 2025Q2: 449,628 shares; 2025Q3: 905,792 shares; 2025Q4: 466,159 shares; 2026Q1: 479,071 shares; 2026Q2: 492,881 shares 492,881 $13.1M 0.07% +13,810 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917,928 shares; 2024Q4: 467,656 shares; 2025Q1: 470,232 shares; 2025Q2: 479,307 shares; 2025Q3: 489,462 shares; 2025Q4: 506,708 shares; 2026Q1: 492,464 shares; 2026Q2: 511,273 shares 511,273 $12.8M 0.07% +18,809 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,632 shares; 2024Q4: 306,430 shares; 2025Q1: 339,142 shares; 2025Q2: 362,871 shares; 2025Q3: 366,817 shares; 2025Q4: 367,110 shares; 2026Q1: 367,079 shares; 2026Q2: 369,460 shares 369,460 $12.8M 0.07% +2,381 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 2,464 shares; 2025Q1: 4,627 shares; 2025Q2: 3,612 shares; 2025Q3: 3,253 shares; 2025Q4: 37,277 shares; 2026Q1: 37,398 shares; 2026Q2: 114,598 shares 114,598 $12.6M 0.07% +77,200 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 245,248 shares 245,248 $12.6M 0.07% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,113 shares; 2024Q4: 72,467 shares; 2025Q1: 142,474 shares; 2025Q2: 142,490 shares; 2025Q3: 141,688 shares; 2025Q4: 78,163 shares; 2026Q1: 70,389 shares; 2026Q2: 85,654 shares 85,654 $12.6M 0.07% +15,265 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,765 shares; 2024Q4: 4,932 shares; 2025Q1: 4,869 shares; 2025Q2: 5,258 shares; 2025Q3: 6,239 shares; 2025Q4: 8,883 shares; 2026Q1: 4,328 shares; 2026Q2: 12,413 shares 12,413 $12.6M 0.07% +8,085 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877,997 shares; 2025Q4: 795,397 shares; 2026Q1: 792,321 shares; 2026Q2: 795,994 shares 795,994 $12.5M 0.07% +3,673 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,795 shares; 2024Q4: 5,588 shares; 2025Q1: 5,484 shares; 2025Q2: 6,583 shares; 2025Q3: 6,256 shares; 2025Q4: 10,799 shares; 2026Q1: 6,903 shares; 2026Q2: 25,390 shares 25,390 $12.1M 0.07% +18,487 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,268 shares; 2024Q4: 348,121 shares; 2025Q1: 698,188 shares; 2025Q2: 340,847 shares; 2025Q3: 681,884 shares; 2025Q4: 336,115 shares; 2026Q1: 331,037 shares; 2026Q2: 324,106 shares 324,106 $11.7M 0.06% -6,931 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,480 shares; 2024Q4: 139,479 shares; 2025Q1: 127,793 shares; 2025Q2: 125,691 shares; 2025Q3: 123,201 shares; 2025Q4: 122,241 shares; 2026Q1: 123,167 shares; 2026Q2: 121,708 shares 121,708 $11.6M 0.06% -1,459 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,410 shares; 2024Q4: 45,675 shares; 2025Q1: 46,508 shares; 2025Q2: 97,180 shares; 2025Q3: 59,913 shares; 2025Q4: 59,377 shares; 2026Q1: 60,938 shares; 2026Q2: 63,422 shares 63,422 $11.5M 0.06% +2,484 Timeline FIDELITY CONTRAFUND FIDELITY CONTRAFUND More: the full row for FIDELITY CONTRAFUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 424,492 shares 424,492 $11.4M 0.06% new VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,527 shares; 2024Q4: 9,745 shares; 2025Q1: 19,756 shares; 2025Q2: 16,418 shares; 2025Q3: 16,422 shares; 2025Q4: 8,226 shares; 2026Q1: 8,149 shares; 2026Q2: 132,676 shares 132,676 $11M 0.06% +124,527 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,542 shares; 2024Q4: 119,680 shares; 2025Q1: 118,625 shares; 2025Q2: 117,314 shares; 2025Q3: 113,250 shares; 2025Q4: 118,638 shares; 2026Q1: 101,463 shares; 2026Q2: 105,989 shares 105,989 $10.9M 0.06% +4,526 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,422 shares 115,422 $10.6M 0.06% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,138 shares; 2024Q4: 113,603 shares; 2025Q1: 217,412 shares; 2025Q2: 122,642 shares; 2025Q3: 239,842 shares; 2025Q4: 121,222 shares; 2026Q1: 116,986 shares; 2026Q2: 133,398 shares 133,398 $10.4M 0.06% +16,412 Timeline HTAB 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 540,656 shares; 2026Q2: 538,467 shares 538,467 $10.3M 0.06% -2,189 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,042 shares; 2024Q4: 78,172 shares; 2025Q1: 78,281 shares; 2025Q2: 79,585 shares; 2025Q3: 79,703 shares; 2025Q4: 78,841 shares; 2026Q1: 295,417 shares; 2026Q2: 291,615 shares 291,615 $10.2M 0.06% -3,802 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,622 shares; 2024Q4: 212,490 shares; 2025Q1: 211,065 shares; 2025Q2: 206,188 shares; 2025Q3: 204,098 shares; 2025Q4: 192,653 shares; 2026Q1: 178,351 shares; 2026Q2: 185,258 shares 185,258 $10.2M 0.06% +6,907 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 38,339 shares; 2026Q1: 37,975 shares; 2026Q2: 111,986 shares 111,986 $10.1M 0.06% +74,011 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,006 shares; 2024Q4: 15,835 shares; 2025Q1: 16,769 shares; 2025Q2: 15,328 shares; 2025Q3: 14,893 shares; 2025Q4: 11,822 shares; 2026Q1: 11,853 shares; 2026Q2: 14,361 shares 14,361 $10.1M 0.06% +2,508 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356 shares; 2024Q4: not reported; 2025Q1: 352 shares; 2025Q2: 457 shares; 2025Q3: 332 shares; 2025Q4: 1,412 shares; 2026Q1: 369 shares; 2026Q2: 33,303 shares 33,303 $10M 0.06% +32,934 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,083 shares; 2024Q4: 134,189 shares; 2025Q1: 133,140 shares; 2025Q2: 134,957 shares; 2025Q3: 138,704 shares; 2025Q4: 151,095 shares; 2026Q1: 189,070 shares; 2026Q2: 236,380 shares 236,380 $10M 0.06% +47,310 Timeline VAN WELLINGTON ADM #571 VAN WELLINGTON ADM #571 More: the full row for VAN WELLINGTON ADM #571 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122,224 shares 122,224 $9.94M 0.05% new DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,170 shares; 2024Q4: 63,196 shares; 2025Q1: 62,926 shares; 2025Q2: 63,082 shares; 2025Q3: 59,528 shares; 2025Q4: 59,374 shares; 2026Q1: 58,386 shares; 2026Q2: 218,754 shares 218,754 $9.87M 0.05% +160,368 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,420 shares; 2024Q4: 6,582 shares; 2025Q1: 6,019 shares; 2025Q2: 6,238 shares; 2025Q3: 5,578 shares; 2025Q4: 44,787 shares; 2026Q1: 42,601 shares; 2026Q2: 45,054 shares 45,054 $9.84M 0.05% +2,453 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128,580 shares 128,580 $9.79M 0.05% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,821 shares; 2024Q4: 71,349 shares; 2025Q1: 69,894 shares; 2025Q2: 69,886 shares; 2025Q3: 65,956 shares; 2025Q4: 66,254 shares; 2026Q1: 61,372 shares; 2026Q2: 59,809 shares 59,809 $9.79M 0.05% -1,563 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,758 shares; 2024Q4: 165,083 shares; 2025Q1: 163,767 shares; 2025Q2: 168,018 shares; 2025Q3: 163,918 shares; 2025Q4: 155,761 shares; 2026Q1: 151,128 shares; 2026Q2: 144,356 shares 144,356 $9.75M 0.05% -6,772 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,699 shares; 2024Q4: 54,565 shares; 2025Q1: 49,095 shares; 2025Q2: 49,274 shares; 2025Q3: 48,034 shares; 2025Q4: 59,303 shares; 2026Q1: 53,484 shares; 2026Q2: 75,165 shares 75,165 $9.66M 0.05% +21,681 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,482 shares; 2024Q4: 30,308 shares; 2025Q1: 25,493 shares; 2025Q2: 24,547 shares; 2025Q3: 22,143 shares; 2025Q4: 25,669 shares; 2026Q1: 22,604 shares; 2026Q2: 45,471 shares 45,471 $9.51M 0.05% +22,867 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 191,799 shares 191,799 $9.38M 0.05% new Timeline PIMCO INCOME FUND CLASS P PIMCO INCOME FUND CLASS P More: the full row for PIMCO INCOME FUND CLASS P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 862,210 shares 862,210 $9.36M 0.05% new SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,738 shares; 2024Q4: 55,635 shares; 2025Q1: 57,480 shares; 2025Q2: 53,407 shares; 2025Q3: 56,128 shares; 2025Q4: 54,222 shares; 2026Q1: 54,537 shares; 2026Q2: 58,979 shares 58,979 $8.98M 0.05% +4,442 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,451 shares; 2024Q4: 5,442 shares; 2025Q1: 5,200 shares; 2025Q2: 11,246 shares; 2025Q3: 6,019 shares; 2025Q4: 8,057 shares; 2026Q1: 6,628 shares; 2026Q2: 8,342 shares 8,342 $8.88M 0.05% +1,714 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,797 shares; 2024Q4: 58,029 shares; 2025Q1: 117,282 shares; 2025Q2: 56,567 shares; 2025Q3: 46,714 shares; 2025Q4: 72,768 shares; 2026Q1: 54,389 shares; 2026Q2: 63,471 shares 63,471 $8.86M 0.05% +9,082 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,412 shares; 2024Q4: 13,742 shares; 2025Q1: 13,680 shares; 2025Q2: 15,087 shares; 2025Q3: 14,653 shares; 2025Q4: 19,913 shares; 2026Q1: 17,082 shares; 2026Q2: 25,801 shares 25,801 $8.8M 0.05% +8,719 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,854 shares; 2024Q4: 43,636 shares; 2025Q1: 42,178 shares; 2025Q2: 41,593 shares; 2025Q3: 41,139 shares; 2025Q4: 39,633 shares; 2026Q1: 39,211 shares; 2026Q2: 38,953 shares 38,953 $8.78M 0.05% -258 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,504 shares; 2024Q4: 18,893 shares; 2025Q1: 57,630 shares; 2025Q2: 286,190 shares; 2025Q3: 310,818 shares; 2025Q4: 97,411 shares; 2026Q1: 98,843 shares; 2026Q2: 98,397 shares 98,397 $8.71M 0.05% -446 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,063 shares; 2024Q4: 83,016 shares; 2025Q1: 52,482 shares; 2025Q2: 77,813 shares; 2025Q3: 43,739 shares; 2025Q4: 52,520 shares; 2026Q1: 46,866 shares; 2026Q2: 74,010 shares 74,010 $8.63M 0.05% +27,144 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900,292 shares; 2024Q4: 443,772 shares; 2025Q1: 371,939 shares; 2025Q2: 406,646 shares; 2025Q3: 356,210 shares; 2025Q4: 351,946 shares; 2026Q1: 346,081 shares; 2026Q2: 338,318 shares 338,318 $8.61M 0.05% -7,763 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,471 shares; 2024Q4: 35,715 shares; 2025Q1: 74,352 shares; 2025Q2: 62,742 shares; 2025Q3: 62,952 shares; 2025Q4: 31,474 shares; 2026Q1: 31,081 shares; 2026Q2: 37,722 shares 37,722 $8.57M 0.05% +6,641 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,222 shares; 2024Q4: 62,592 shares; 2025Q1: 58,333 shares; 2025Q2: 59,973 shares; 2025Q3: 74,788 shares; 2025Q4: 78,076 shares; 2026Q1: 72,295 shares; 2026Q2: 118,733 shares 118,733 $8.54M 0.05% +46,438 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,630 shares; 2024Q4: 132,249 shares; 2025Q1: 131,210 shares; 2025Q2: 104,258 shares; 2025Q3: 95,462 shares; 2025Q4: 136,730 shares; 2026Q1: 80,014 shares; 2026Q2: 144,359 shares 144,359 $8.23M 0.05% +64,345 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 429 shares; 2025Q4: 1,372 shares; 2026Q1: 24,959 shares; 2026Q2: 24,857 shares 24,857 $8.21M 0.05% -102 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,583 shares; 2024Q4: 21,066 shares; 2025Q1: 22,041 shares; 2025Q2: 45,072 shares; 2025Q3: 45,540 shares; 2025Q4: 28,596 shares; 2026Q1: 20,515 shares; 2026Q2: 21,893 shares 21,893 $8.18M 0.05% +1,378 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,518 shares; 2024Q4: 208,569 shares; 2025Q1: 213,761 shares; 2025Q2: 211,114 shares; 2025Q3: 205,537 shares; 2025Q4: 208,450 shares; 2026Q1: 207,901 shares; 2026Q2: 221,331 shares 221,331 $8.15M 0.04% +13,430 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,236 shares; 2024Q4: 30,618 shares; 2025Q1: 30,618 shares; 2025Q2: 27,950 shares; 2025Q3: 17,636 shares; 2025Q4: 17,636 shares; 2026Q1: 17,636 shares; 2026Q2: 173,982 shares 173,982 $8.11M 0.04% +156,346 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,946 shares; 2024Q4: 21,781 shares; 2025Q1: 21,027 shares; 2025Q2: 20,701 shares; 2025Q3: 21,927 shares; 2025Q4: 43,427 shares; 2026Q1: 23,600 shares; 2026Q2: 54,935 shares 54,935 $8.05M 0.04% +31,335 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 319,922 shares 319,922 $7.9M 0.04% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,341 shares; 2024Q4: 5,919 shares; 2025Q1: 5,271 shares; 2025Q2: 5,778 shares; 2025Q3: 5,970 shares; 2025Q4: 5,686 shares; 2026Q1: 6,276 shares; 2026Q2: 65,928 shares 65,928 $7.88M 0.04% +59,652 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,386 shares; 2024Q4: 185,826 shares; 2025Q1: 184,804 shares; 2025Q2: 172,208 shares; 2025Q3: 118,099 shares; 2025Q4: 94,539 shares; 2026Q1: 75,873 shares; 2026Q2: 186,377 shares 186,377 $7.78M 0.04% +110,504 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,984 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166,475 shares 166,475 $7.61M 0.04% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,051 shares; 2024Q4: 12,880 shares; 2025Q1: 15,111 shares; 2025Q2: 14,016 shares; 2025Q3: 13,343 shares; 2025Q4: 14,772 shares; 2026Q1: 25,370 shares; 2026Q2: 141,761 shares 141,761 $7.58M 0.04% +116,391 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,670 shares; 2025Q3: 1,617 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,898 shares 24,898 $7.42M 0.04% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,794 shares; 2025Q1: 1,567 shares; 2025Q2: 1,395 shares; 2025Q3: 1,394 shares; 2025Q4: 5,027 shares; 2026Q1: 3,418 shares; 2026Q2: 21,595 shares 21,595 $7.4M 0.04% +18,177 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; 2024Q3: 44,076 shares; 2024Q4: 45,308 shares; 2025Q1: 88,702 shares; 2025Q2: 87,936 shares; 2025Q3: 79,016 shares; 2025Q4: 52,336 shares; 2026Q1: 42,097 shares; 2026Q2: 80,222 shares 80,222 $7.4M 0.04% +38,125 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,589 shares; 2024Q4: 4,989 shares; 2025Q1: 5,311 shares; 2025Q2: 5,299 shares; 2025Q3: 5,388 shares; 2025Q4: 6,835 shares; 2026Q1: 4,859 shares; 2026Q2: 6,292 shares 6,292 $7.39M 0.04% +1,433 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,260 shares; 2024Q4: 36,021 shares; 2025Q1: 36,021 shares; 2025Q2: 64,938 shares; 2025Q3: 64,938 shares; 2025Q4: 64,938 shares; 2026Q1: 83,705 shares; 2026Q2: 171,615 shares 171,615 $7.24M 0.04% +87,910 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,297 shares; 2024Q4: 9,802 shares; 2025Q1: 8,412 shares; 2025Q2: 8,754 shares; 2025Q3: 7,639 shares; 2025Q4: 13,035 shares; 2026Q1: 10,545 shares; 2026Q2: 9,974 shares 9,974 $7.21M 0.04% -571 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; 2024Q3: 1,477 shares; 2024Q4: 1,916 shares; 2025Q1: 2,334 shares; 2025Q2: 2,409 shares; 2025Q3: 2,766 shares; 2025Q4: 3,593 shares; 2026Q1: 3,247 shares; 2026Q2: 9,372 shares 9,372 $7.15M 0.04% +6,125 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,201 shares; 2024Q4: 42,717 shares; 2025Q1: 90,522 shares; 2025Q2: 95,370 shares; 2025Q3: 86,824 shares; 2025Q4: 52,117 shares; 2026Q1: 64,171 shares; 2026Q2: 69,864 shares 69,864 $7.14M 0.04% +5,693 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,047 shares; 2025Q1: 19,047 shares; 2025Q2: 27,340 shares; 2025Q3: 27,343 shares; 2025Q4: 27,345 shares; 2026Q1: 23,442 shares; 2026Q2: 183,655 shares 183,655 $7.12M 0.04% +160,213 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,083 shares; 2024Q4: 92,850 shares; 2025Q1: 187,632 shares; 2025Q2: 193,696 shares; 2025Q3: 197,508 shares; 2025Q4: 136,562 shares; 2026Q1: 126,750 shares; 2026Q2: 208,719 shares 208,719 $7.06M 0.04% +81,969 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,203 shares; 2024Q4: 196,779 shares; 2025Q1: 200,406 shares; 2025Q2: 192,801 shares; 2025Q3: 201,569 shares; 2025Q4: 212,611 shares; 2026Q1: 240,770 shares; 2026Q2: 252,547 shares 252,547 $6.98M 0.04% +11,777 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; 2024Q3: not reported; 2024Q4: 13,574 shares; 2025Q1: 13,574 shares; 2025Q2: 21,474 shares; 2025Q3: 21,476 shares; 2025Q4: 21,477 shares; 2026Q1: 21,477 shares; 2026Q2: 171,331 shares 171,331 $6.88M 0.04% +149,854 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,690 shares; 2024Q4: 165,319 shares; 2025Q1: 329,642 shares; 2025Q2: 348,034 shares; 2025Q3: 349,674 shares; 2025Q4: 171,454 shares; 2026Q1: 172,576 shares; 2026Q2: 186,296 shares 186,296 $6.87M 0.04% +13,720 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,465 shares; 2024Q4: 17,571 shares; 2025Q1: 33,150 shares; 2025Q2: 33,702 shares; 2025Q3: 21,390 shares; 2025Q4: 22,251 shares; 2026Q1: 20,084 shares; 2026Q2: 25,099 shares 25,099 $6.78M 0.04% +5,015 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,864 shares; 2024Q4: 14,083 shares; 2025Q1: 28,392 shares; 2025Q2: 22,724 shares; 2025Q3: 22,082 shares; 2025Q4: 15,385 shares; 2026Q1: 12,609 shares; 2026Q2: 24,850 shares 24,850 $6.76M 0.04% +12,241 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,185 shares; 2024Q4: 7,984 shares; 2025Q1: 16,080 shares; 2025Q2: 16,496 shares; 2025Q3: 15,216 shares; 2025Q4: 11,154 shares; 2026Q1: 29,354 shares; 2026Q2: 30,608 shares 30,608 $6.75M 0.04% +1,254 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,886 shares; 2024Q4: 9,280 shares; 2025Q1: 6,761 shares; 2025Q2: 6,893 shares; 2025Q3: 6,934 shares; 2025Q4: 94,470 shares; 2026Q1: 61,468 shares; 2026Q2: 92,136 shares 92,136 $6.58M 0.04% +30,668 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,914 shares; 2024Q4: 17,067 shares; 2025Q1: 18,359 shares; 2025Q2: 18,395 shares; 2025Q3: 16,677 shares; 2025Q4: 25,306 shares; 2026Q1: 24,192 shares; 2026Q2: 34,636 shares 34,636 $6.57M 0.04% +10,444 Timeline PURR HYPERLIQUID STRATEGIES INC More: the full row for HYPERLIQUID STRATEGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 826,644 shares 826,644 $6.51M 0.04% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,363 shares; 2024Q4: 13,977 shares; 2025Q1: 14,107 shares; 2025Q2: 13,093 shares; 2025Q3: 11,621 shares; 2025Q4: 17,398 shares; 2026Q1: 12,511 shares; 2026Q2: 15,639 shares 15,639 $6.5M 0.04% +3,128 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,538 shares; 2025Q2: 97,683 shares; 2025Q3: not reported; 2025Q4: 144,310 shares; 2026Q1: 151,869 shares; 2026Q2: 159,511 shares 159,511 $6.5M 0.04% +7,642 Timeline VFIAX VANGUARD 500 INDEX-ADM More: the full row for VANGUARD 500 INDEX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,137 shares 9,137 $6.32M 0.03% new 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; 2024Q3: 644 shares; 2024Q4: 597 shares; 2025Q1: 619 shares; 2025Q2: 609 shares; 2025Q3: 484 shares; 2025Q4: 1,310 shares; 2026Q1: 853 shares; 2026Q2: 3,172 shares 3,172 $6.31M 0.03% +2,319 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,030 shares; 2024Q4: 24,744 shares; 2025Q1: 25,749 shares; 2025Q2: 26,080 shares; 2025Q3: 25,890 shares; 2025Q4: 28,742 shares; 2026Q1: 27,829 shares; 2026Q2: 52,520 shares 52,520 $6.18M 0.03% +24,691 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,873 shares; 2024Q4: 7,482 shares; 2025Q1: 7,495 shares; 2025Q2: 7,462 shares; 2025Q3: 7,841 shares; 2025Q4: 7,609 shares; 2026Q1: 8,077 shares; 2026Q2: 11,754 shares 11,754 $6.14M 0.03% +3,677 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,000 shares; 2024Q4: 35,819 shares; 2025Q1: 71,898 shares; 2025Q2: 78,028 shares; 2025Q3: 37,080 shares; 2025Q4: 46,696 shares; 2026Q1: 40,488 shares; 2026Q2: 44,980 shares 44,980 $6.09M 0.03% +4,492 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,803 shares; 2024Q4: 148,633 shares; 2025Q1: 141,858 shares; 2025Q2: 123,135 shares; 2025Q3: 124,102 shares; 2025Q4: 119,842 shares; 2026Q1: 114,317 shares; 2026Q2: 112,381 shares 112,381 $6.08M 0.03% -1,936 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,566 shares; 2024Q4: 7,898 shares; 2025Q1: 8,324 shares; 2025Q2: 9,532 shares; 2025Q3: 7,987 shares; 2025Q4: 40,984 shares; 2026Q1: 35,801 shares; 2026Q2: 38,180 shares 38,180 $5.98M 0.03% +2,379 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,150 shares; 2024Q4: 12,931 shares; 2025Q1: 13,210 shares; 2025Q2: 13,019 shares; 2025Q3: 13,516 shares; 2025Q4: 16,895 shares; 2026Q1: 12,908 shares; 2026Q2: 23,734 shares 23,734 $5.89M 0.03% +10,826 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,325 shares 34,325 $5.85M 0.03% new Timeline NBOS 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; 2024Q3: not reported; 2024Q4: 219,134 shares; 2025Q1: 227,503 shares; 2025Q2: 221,289 shares; 2025Q3: 220,285 shares; 2025Q4: 215,237 shares; 2026Q1: 207,936 shares; 2026Q2: 208,415 shares 208,415 $5.84M 0.03% +479 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,266 shares; 2025Q3: 10,330 shares; 2025Q4: 31,829 shares; 2026Q1: 60,572 shares; 2026Q2: 73,273 shares 73,273 $5.82M 0.03% +12,701 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378 shares; 2024Q4: 351 shares; 2025Q1: 350 shares; 2025Q2: 430 shares; 2025Q3: 386 shares; 2025Q4: 364 shares; 2026Q1: 363 shares; 2026Q2: 3,424 shares 3,424 $5.81M 0.03% +3,061 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,851 shares; 2024Q4: 79,825 shares; 2025Q1: 49,866 shares; 2025Q2: 80,352 shares; 2025Q3: 82,006 shares; 2025Q4: 77,403 shares; 2026Q1: 98,238 shares; 2026Q2: 110,991 shares 110,991 $5.75M 0.03% +12,753 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,859 shares; 2024Q4: 105,177 shares; 2025Q1: 103,896 shares; 2025Q2: 105,007 shares; 2025Q3: 89,316 shares; 2025Q4: 88,960 shares; 2026Q1: 82,386 shares; 2026Q2: 106,405 shares 106,405 $5.75M 0.03% +24,019 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116,825 shares 116,825 $5.68M 0.03% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,345 shares; 2025Q1: 34,788 shares; 2025Q2: 34,754 shares; 2025Q3: 13,026 shares; 2025Q4: 19,151 shares; 2026Q1: 14,036 shares; 2026Q2: 13,108 shares 13,108 $5.68M 0.03% -928 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433,489 shares; 2024Q4: 470,358 shares; 2025Q1: 519,355 shares; 2025Q2: 605,142 shares; 2025Q3: 603,279 shares; 2025Q4: 577,267 shares; 2026Q1: 568,062 shares; 2026Q2: 563,559 shares 563,559 $5.61M 0.03% -4,503 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,440 shares; 2024Q4: 13,437 shares; 2025Q1: 13,548 shares; 2025Q2: 13,003 shares; 2025Q3: 16,014 shares; 2025Q4: 17,222 shares; 2026Q1: 14,556 shares; 2026Q2: 15,137 shares 15,137 $5.61M 0.03% +581 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; 2024Q3: 35,726 shares; 2024Q4: 32,943 shares; 2025Q1: 30,294 shares; 2025Q2: 25,363 shares; 2025Q3: 21,959 shares; 2025Q4: 26,797 shares; 2026Q1: 21,482 shares; 2026Q2: 75,033 shares 75,033 $5.58M 0.03% +53,551 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,653 shares; 2024Q4: 40,360 shares; 2025Q1: 34,383 shares; 2025Q2: 31,308 shares; 2025Q3: 27,389 shares; 2025Q4: 36,599 shares; 2026Q1: 26,298 shares; 2026Q2: 63,421 shares 63,421 $5.57M 0.03% +37,123 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,035 shares; 2024Q4: 124,361 shares; 2025Q1: 467,538 shares; 2025Q2: 122,150 shares; 2025Q3: 120,491 shares; 2025Q4: 113,661 shares; 2026Q1: 111,059 shares; 2026Q2: 101,665 shares 101,665 $5.56M 0.03% -9,394 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,463 shares; 2024Q4: 8,724 shares; 2025Q1: 7,358 shares; 2025Q2: 9,119 shares; 2025Q3: 9,094 shares; 2025Q4: 10,987 shares; 2026Q1: 10,255 shares; 2026Q2: 12,974 shares 12,974 $5.53M 0.03% +2,719 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,126 shares; 2024Q4: 26,031 shares; 2025Q1: 29,946 shares; 2025Q2: 12,373 shares; 2025Q3: 10,290 shares; 2025Q4: 17,392 shares; 2026Q1: 15,527 shares; 2026Q2: 75,428 shares 75,428 $5.44M 0.03% +59,901 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,104 shares; 2024Q4: 23,611 shares; 2025Q1: 143,588 shares; 2025Q2: 74,492 shares; 2025Q3: 68,878 shares; 2025Q4: 52,982 shares; 2026Q1: 39,396 shares; 2026Q2: 65,241 shares 65,241 $5.39M 0.03% +25,845 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,333 shares; 2024Q4: 171,731 shares; 2025Q1: 168,824 shares; 2025Q2: 136,004 shares; 2025Q3: 116,577 shares; 2025Q4: 119,857 shares; 2026Q1: 120,770 shares; 2026Q2: 117,063 shares 117,063 $5.36M 0.03% -3,707 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; 2024Q3: 93,128 shares; 2024Q4: 98,401 shares; 2025Q1: 97,538 shares; 2025Q2: 95,248 shares; 2025Q3: 95,248 shares; 2025Q4: 95,248 shares; 2026Q1: 95,248 shares; 2026Q2: 95,879 shares 95,879 $5.35M 0.03% +631 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,123 shares; 2024Q4: 11,909 shares; 2025Q1: 11,855 shares; 2025Q2: 12,464 shares; 2025Q3: 9,446 shares; 2025Q4: 13,053 shares; 2026Q1: 151,700 shares; 2026Q2: 156,582 shares 156,582 $5.32M 0.03% +4,882 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,415 shares; 2024Q4: 95,415 shares; 2025Q1: 95,415 shares; 2025Q2: 95,415 shares; 2025Q3: 95,415 shares; 2025Q4: 95,415 shares; 2026Q1: 141,607 shares; 2026Q2: 141,607 shares 141,607 $5.3M 0.03% 0 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,832 shares; 2024Q4: 41,166 shares; 2025Q1: 49,770 shares; 2025Q2: 83,352 shares; 2025Q3: 83,366 shares; 2025Q4: 66,364 shares; 2026Q1: 66,362 shares; 2026Q2: 64,537 shares 64,537 $5.29M 0.03% -1,825 Timeline SCHWAB FUNDS TREAS OBLI SCHWAB FUNDS TREAS OBLI More: the full row for SCHWAB FUNDS TREAS OBLI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,277,448 shares 5,277,448 $5.28M 0.03% new XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,490 shares; 2024Q4: 57,751 shares; 2025Q1: 59,256 shares; 2025Q2: 59,837 shares; 2025Q3: 62,725 shares; 2025Q4: 62,356 shares; 2026Q1: 61,733 shares; 2026Q2: 97,277 shares 97,277 $5.22M 0.03% +35,544 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,005 shares; 2024Q4: 2,258 shares; 2025Q1: 2,260 shares; 2025Q2: 2,281 shares; 2025Q3: 1,901 shares; 2025Q4: 16,229 shares; 2026Q1: 7,285 shares; 2026Q2: 52,188 shares 52,188 $5.18M 0.03% +44,903 Timeline BWFG BANKWELL FINL GROUP INC More: the full row for BANKWELL FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,538 shares 87,538 $5.14M 0.03% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,847 shares; 2024Q4: 69,621 shares; 2025Q1: 69,836 shares; 2025Q2: 65,851 shares; 2025Q3: 65,458 shares; 2025Q4: 47,918 shares; 2026Q1: 48,119 shares; 2026Q2: 36,030 shares 36,030 $5.11M 0.03% -12,089 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,132 shares; 2024Q4: 14,677 shares; 2025Q1: 7,463 shares; 2025Q2: 7,584 shares; 2025Q3: 17,788 shares; 2025Q4: 20,360 shares; 2026Q1: 17,623 shares; 2026Q2: 44,716 shares 44,716 $5.11M 0.03% +27,093 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,894 shares; 2025Q1: 3,931 shares; 2025Q2: 4,212 shares; 2025Q3: 3,830 shares; 2025Q4: 4,698 shares; 2026Q1: 3,865 shares; 2026Q2: 5,274 shares 5,274 $5.09M 0.03% +1,409 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,559 shares; 2024Q4: 34,849 shares; 2025Q1: 64,640 shares; 2025Q2: 97,860 shares; 2025Q3: 95,934 shares; 2025Q4: 48,230 shares; 2026Q1: 48,114 shares; 2026Q2: 47,550 shares 47,550 $5.06M 0.03% -564 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,966 shares; 2024Q4: 14,833 shares; 2025Q1: 14,589 shares; 2025Q2: 15,085 shares; 2025Q3: 14,607 shares; 2025Q4: 22,717 shares; 2026Q1: 21,518 shares; 2026Q2: 22,904 shares 22,904 $4.96M 0.03% +1,386 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,032 shares; 2024Q4: 26,006 shares; 2025Q1: 61,548 shares; 2025Q2: 19,334 shares; 2025Q3: 40,018 shares; 2025Q4: 30,176 shares; 2026Q1: 36,742 shares; 2026Q2: 51,421 shares 51,421 $4.95M 0.03% +14,679 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,718 shares; 2024Q4: 78,345 shares; 2025Q1: 97,734 shares; 2025Q2: 109,466 shares; 2025Q3: 111,432 shares; 2025Q4: 51,541 shares; 2026Q1: 65,944 shares; 2026Q2: 72,139 shares 72,139 $4.93M 0.03% +6,195 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,328 shares; 2025Q4: 46,888 shares; 2026Q1: 40,464 shares; 2026Q2: 335,378 shares 335,378 $4.92M 0.03% +294,914 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,669 shares; 2024Q4: 8,341 shares; 2025Q1: 8,228 shares; 2025Q2: 8,216 shares; 2025Q3: 7,599 shares; 2025Q4: 11,757 shares; 2026Q1: 9,233 shares; 2026Q2: 13,416 shares 13,416 $4.86M 0.03% +4,183 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,117 shares; 2024Q4: 29,631 shares; 2025Q1: 28,604 shares; 2025Q2: 29,489 shares; 2025Q3: 17,694 shares; 2025Q4: 17,921 shares; 2026Q1: 17,556 shares; 2026Q2: 30,502 shares 30,502 $4.84M 0.03% +12,946 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,512 shares; 2025Q1: 19,512 shares; 2025Q2: 19,287 shares; 2025Q3: 19,287 shares; 2025Q4: 18,787 shares; 2026Q1: 375,135 shares; 2026Q2: 374,135 shares 374,135 $4.82M 0.03% -1,000 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,468 shares; 2024Q4: 8,345 shares; 2025Q1: 8,406 shares; 2025Q2: 8,391 shares; 2025Q3: 8,092 shares; 2025Q4: 9,082 shares; 2026Q1: 104,053 shares; 2026Q2: 102,945 shares 102,945 $4.72M 0.03% -1,108 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,799 shares; 2024Q4: 5,693 shares; 2025Q1: 12,824 shares; 2025Q2: 11,614 shares; 2025Q3: 12,064 shares; 2025Q4: 9,076 shares; 2026Q1: 8,645 shares; 2026Q2: 53,319 shares 53,319 $4.69M 0.03% +44,674 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422,163 shares; 2024Q4: 312,111 shares; 2025Q1: 244,308 shares; 2025Q2: 216,111 shares; 2025Q3: 200,897 shares; 2025Q4: 187,786 shares; 2026Q1: 180,498 shares; 2026Q2: 173,794 shares 173,794 $4.66M 0.03% -6,704 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; 2024Q3: not reported; 2024Q4: 7,373 shares; 2025Q1: 7,273 shares; 2025Q2: 32,201 shares; 2025Q3: 32,232 shares; 2025Q4: 26,483 shares; 2026Q1: 67,631 shares; 2026Q2: 82,291 shares 82,291 $4.65M 0.03% +14,660 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,999 shares; 2024Q4: 379,522 shares; 2025Q1: 375,386 shares; 2025Q2: 332,754 shares; 2025Q3: 241,080 shares; 2025Q4: 186,130 shares; 2026Q1: 171,796 shares; 2026Q2: 135,978 shares 135,978 $4.64M 0.03% -35,818 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,503 shares; 2024Q4: 6,428 shares; 2025Q1: 12,856 shares; 2025Q2: 10,408 shares; 2025Q3: 8,934 shares; 2025Q4: 4,430 shares; 2026Q1: 7,504 shares; 2026Q2: 12,512 shares 12,512 $4.58M 0.03% +5,008 Timeline QCLN 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; 2024Q3: 164,286 shares; 2024Q4: 119,854 shares; 2025Q1: 111,999 shares; 2025Q2: 95,966 shares; 2025Q3: 79,044 shares; 2025Q4: 75,681 shares; 2026Q1: 74,942 shares; 2026Q2: 74,022 shares 74,022 $4.54M 0.02% -920 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,054 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,117 shares 76,117 $4.49M 0.02% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,129 shares; 2024Q4: 37,639 shares; 2025Q1: 37,422 shares; 2025Q2: 37,498 shares; 2025Q3: 38,623 shares; 2025Q4: 47,396 shares; 2026Q1: 38,668 shares; 2026Q2: 49,002 shares 49,002 $4.45M 0.02% +10,334 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,112 shares; 2024Q4: 5,619 shares; 2025Q1: 9,350 shares; 2025Q2: 6,137 shares; 2025Q3: 2,984 shares; 2025Q4: 3,243 shares; 2026Q1: 8,706 shares; 2026Q2: 7,042 shares 7,042 $4.39M 0.02% -1,664 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 14,149 shares; 2026Q1: 15,111 shares; 2026Q2: 52,154 shares 52,154 $4.31M 0.02% +37,043 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,261 shares; 2024Q4: 32,748 shares; 2025Q1: 33,246 shares; 2025Q2: 32,687 shares; 2025Q3: 35,144 shares; 2025Q4: 36,498 shares; 2026Q1: 37,338 shares; 2026Q2: 56,192 shares 56,192 $4.26M 0.02% +18,854 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,057 shares; 2024Q4: 2,961 shares; 2025Q1: 7,562 shares; 2025Q2: 7,808 shares; 2025Q3: 4,105 shares; 2025Q4: 5,958 shares; 2026Q1: 7,578 shares; 2026Q2: 8,209 shares 8,209 $4.18M 0.02% +631 Timeline VANGUARD TTL STK MKT ADM VANGUARD TTL STK MKT ADM More: the full row for VANGUARD TTL STK MKT ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,154 shares 23,154 $4.17M 0.02% new DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,344 shares 100,344 $4.14M 0.02% new Timeline BRIDGEWAY SMALL CAP VALUE F… BRIDGEWAY SMALL CAP VALUE FUND More: the full row for BRIDGEWAY SMALL CAP VALUE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88,024 shares 88,024 $4.14M 0.02% new IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,219 shares; 2024Q4: 16,088 shares; 2025Q1: 37,190 shares; 2025Q2: 16,000 shares; 2025Q3: 36,664 shares; 2025Q4: 15,788 shares; 2026Q1: 13,581 shares; 2026Q2: 16,263 shares 16,263 $4.1M 0.02% +2,682 Timeline FIDELITY CASH FUND FIDELITY CASH FUND More: the full row for FIDELITY CASH FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,101,620 shares 4,101,620 $4.1M 0.02% new QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,072 shares; 2024Q4: 12,319 shares; 2025Q1: 11,870 shares; 2025Q2: 12,701 shares; 2025Q3: 11,786 shares; 2025Q4: 15,362 shares; 2026Q1: 16,306 shares; 2026Q2: 22,193 shares 22,193 $4.1M 0.02% +5,887 Timeline SCHWAB TREASURY OBLIG MO NE… SCHWAB TREASURY OBLIG MO NEY ULTRA More: the full row for SCHWAB TREASURY OBLIG MO NEY ULTRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,099,478 shares 4,099,478 $4.1M 0.02% new EATON VANCE CORE PLUS BOND … EATON VANCE CORE PLUS BOND FUND C… More: the full row for EATON VANCE CORE PLUS BOND FUND CLASS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 390,935 shares 390,935 $4.08M 0.02% new SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,044 shares; 2025Q4: 136,252 shares; 2026Q1: 136,928 shares; 2026Q2: 179,763 shares 179,763 $4.07M 0.02% +42,835 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,317,715 shares 1,317,715 $4.06M 0.02% new Timeline BYRN BYRNA TECHNOLOGIES INC More: the full row for BYRNA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516,254 shares; 2024Q4: 471,054 shares; 2025Q1: 453,399 shares; 2025Q2: 293,243 shares; 2025Q3: 245,114 shares; 2025Q4: 245,114 shares; 2026Q1: 782,749 shares; 2026Q2: 604,702 shares 604,702 $4.06M 0.02% -178,047 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 385 shares; 2026Q1: not reported; 2026Q2: 8,992 shares 8,992 $4.06M 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,741 shares; 2024Q4: 7,884 shares; 2025Q1: 6,884 shares; 2025Q2: 6,424 shares; 2025Q3: 5,813 shares; 2025Q4: 13,514 shares; 2026Q1: 11,098 shares; 2026Q2: 15,857 shares 15,857 $4.05M 0.02% +4,759 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,826 shares; 2024Q4: 57,115 shares; 2025Q1: 52,270 shares; 2025Q2: 52,092 shares; 2025Q3: 48,718 shares; 2025Q4: 47,833 shares; 2026Q1: 46,864 shares; 2026Q2: 52,682 shares 52,682 $3.98M 0.02% +5,818 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,927 shares; 2024Q4: 28,948 shares; 2025Q1: 60,840 shares; 2025Q2: 29,135 shares; 2025Q3: 26,578 shares; 2025Q4: 40,120 shares; 2026Q1: 67,192 shares; 2026Q2: 83,588 shares 83,588 $3.97M 0.02% +16,396 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,405 shares; 2024Q4: 29,032 shares; 2025Q1: 40,695 shares; 2025Q2: 35,713 shares; 2025Q3: 35,293 shares; 2025Q4: 41,173 shares; 2026Q1: 41,159 shares; 2026Q2: 41,137 shares 41,137 $3.96M 0.02% -22 Timeline JPMORGAN US TREAS (PLUS MMK… JPMORGAN US TREAS (PLUS MMKT PREM… More: the full row for JPMORGAN US TREAS (PLUS MMKT PREMIER) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,959,122 shares 3,959,122 $3.96M 0.02% new C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,571 shares; 2024Q4: 8,547 shares; 2025Q1: 14,507 shares; 2025Q2: 13,421 shares; 2025Q3: 10,702 shares; 2025Q4: 22,364 shares; 2026Q1: 13,038 shares; 2026Q2: 28,039 shares 28,039 $3.92M 0.02% +15,001 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,927 shares; 2024Q4: 71,475 shares; 2025Q1: 147,744 shares; 2025Q2: 39,140 shares; 2025Q3: 41,066 shares; 2025Q4: 19,706 shares; 2026Q1: 20,136 shares; 2026Q2: 25,100 shares 25,100 $3.92M 0.02% +4,964 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,105 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 218,172 shares 218,172 $3.91M 0.02% new Timeline THE HARTFORD INTERNATIONAL … THE HARTFORD INTERNATIONAL VALUE … More: the full row for THE HARTFORD INTERNATIONAL VALUE FUND CLASS Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140,918 shares 140,918 $3.85M 0.02% new 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; 2024Q3: 1,997 shares; 2024Q4: 2,034 shares; 2025Q1: 1,901 shares; 2025Q2: 2,001 shares; 2025Q3: 1,971 shares; 2025Q4: 3,170 shares; 2026Q1: 2,636 shares; 2026Q2: 5,328 shares 5,328 $3.84M 0.02% +2,692 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,778 shares; 2024Q4: 99,029 shares; 2025Q1: 467,955 shares; 2025Q2: 76,258 shares; 2025Q3: 74,290 shares; 2025Q4: 72,131 shares; 2026Q1: 73,945 shares; 2026Q2: 73,587 shares 73,587 $3.79M 0.02% -358 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,719 shares; 2024Q4: 75,700 shares; 2025Q1: 153,266 shares; 2025Q2: 132,914 shares; 2025Q3: 90,026 shares; 2025Q4: 35,134 shares; 2026Q1: 33,493 shares; 2026Q2: 23,190 shares 23,190 $3.79M 0.02% -10,303 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,061 shares; 2024Q4: 6,999 shares; 2025Q1: 6,933 shares; 2025Q2: 12,235 shares; 2025Q3: 13,754 shares; 2025Q4: 18,088 shares; 2026Q1: 12,917 shares; 2026Q2: 18,871 shares 18,871 $3.79M 0.02% +5,954 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,502 shares; 2024Q4: 50,405 shares; 2025Q1: 30,870 shares; 2025Q2: 25,095 shares; 2025Q3: 23,964 shares; 2025Q4: 47,925 shares; 2026Q1: 50,599 shares; 2026Q2: 70,591 shares 70,591 $3.75M 0.02% +19,992 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 370 shares; 2025Q1: 420 shares; 2025Q2: 484 shares; 2025Q3: 563 shares; 2025Q4: 795 shares; 2026Q1: 885 shares; 2026Q2: 6,643 shares 6,643 $3.72M 0.02% +5,758 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,134 shares; 2025Q4: 1,361 shares; 2026Q1: not reported; 2026Q2: 32,616 shares 32,616 $3.72M 0.02% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,320 shares; 2024Q4: 22,801 shares; 2025Q1: 21,879 shares; 2025Q2: 23,379 shares; 2025Q3: 22,872 shares; 2025Q4: 23,887 shares; 2026Q1: 21,475 shares; 2026Q2: 31,445 shares 31,445 $3.72M 0.02% +9,970 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,935 shares; 2025Q4: 68,923 shares; 2026Q1: 80,907 shares; 2026Q2: 80,907 shares 80,907 $3.65M 0.02% 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; 2024Q3: 50,611 shares; 2024Q4: 47,594 shares; 2025Q1: 48,745 shares; 2025Q2: 44,635 shares; 2025Q3: 43,260 shares; 2025Q4: 43,813 shares; 2026Q1: 42,717 shares; 2026Q2: 43,932 shares 43,932 $3.62M 0.02% +1,215 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,475 shares; 2024Q4: 29,394 shares; 2025Q1: 29,441 shares; 2025Q2: 29,469 shares; 2025Q3: 29,395 shares; 2025Q4: 29,488 shares; 2026Q1: 29,375 shares; 2026Q2: 29,291 shares 29,291 $3.59M 0.02% -84 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; 2024Q3: 109,050 shares; 2024Q4: 110,180 shares; 2025Q1: 107,251 shares; 2025Q2: 110,648 shares; 2025Q3: 117,398 shares; 2025Q4: 182,698 shares; 2026Q1: 140,595 shares; 2026Q2: 171,317 shares 171,317 $3.55M 0.02% +30,722 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,265 shares; 2024Q4: 50,043 shares; 2025Q1: 47,577 shares; 2025Q2: 37,973 shares; 2025Q3: 37,660 shares; 2025Q4: 33,451 shares; 2026Q1: 31,002 shares; 2026Q2: 36,384 shares 36,384 $3.51M 0.02% +5,382 Timeline FDRXX FIDELITY GOVERNMENT (CASH RESERVE… More: the full row for FIDELITY GOVERNMENT (CASH RESERVES) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,475,895 shares 3,475,895 $3.48M 0.02% new Timeline JANUS HENDERSON (RESEARCH I) JANUS HENDERSON (RESEARCH I) More: the full row for JANUS HENDERSON (RESEARCH I) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,896 shares 35,896 $3.47M 0.02% new APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,453 shares; 2024Q4: 6,511 shares; 2025Q1: 6,363 shares; 2025Q2: 7,141 shares; 2025Q3: 6,684 shares; 2025Q4: 11,964 shares; 2026Q1: 5,187 shares; 2026Q2: 19,545 shares 19,545 $3.45M 0.02% +14,358 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,789 shares; 2024Q4: 70,617 shares; 2025Q1: 70,951 shares; 2025Q2: 70,954 shares; 2025Q3: 70,873 shares; 2025Q4: 71,426 shares; 2026Q1: 72,365 shares; 2026Q2: 72,158 shares 72,158 $3.42M 0.02% -207 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,626 shares; 2024Q4: 125,762 shares; 2025Q1: 229,664 shares; 2025Q2: 236,284 shares; 2025Q3: 112,934 shares; 2025Q4: 138,314 shares; 2026Q1: 126,372 shares; 2026Q2: 141,769 shares 141,769 $3.41M 0.02% +15,397 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 5,312 shares; 2026Q1: 7,989 shares; 2026Q2: 11,227 shares 11,227 $3.4M 0.02% +3,238 Timeline JPM LIQ ASST MM FD - PREMIE… JPM LIQ ASST MM FD - PREMIER FUND… More: the full row for JPM LIQ ASST MM FD - PREMIER FUND 3912 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,392,325 shares 3,392,325 $3.39M 0.02% new TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,071 shares; 2024Q4: 8,007 shares; 2025Q1: 8,073 shares; 2025Q2: 8,041 shares; 2025Q3: 15,680 shares; 2025Q4: 6,119 shares; 2026Q1: 3,942 shares; 2026Q2: 6,737 shares 6,737 $3.38M 0.02% +2,795 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,209 shares; 2024Q4: 36,467 shares; 2025Q1: 72,984 shares; 2025Q2: 71,182 shares; 2025Q3: 62,212 shares; 2025Q4: 28,309 shares; 2026Q1: 26,815 shares; 2026Q2: 23,703 shares 23,703 $3.38M 0.02% -3,112 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,891 shares; 2024Q4: 3,741 shares; 2025Q1: 3,756 shares; 2025Q2: 3,371 shares; 2025Q3: 4,698 shares; 2025Q4: 6,643 shares; 2026Q1: 4,336 shares; 2026Q2: 9,863 shares 9,863 $3.36M 0.02% +5,527 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,374 shares; 2024Q4: 398,374 shares; 2025Q1: 398,374 shares; 2025Q2: 479,518 shares; 2025Q3: 479,518 shares; 2025Q4: 601,973 shares; 2026Q1: 721,788 shares; 2026Q2: 721,788 shares 721,788 $3.35M 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,209 shares; 2024Q4: 16,798 shares; 2025Q1: 23,874 shares; 2025Q2: 22,220 shares; 2025Q3: 25,798 shares; 2025Q4: 26,879 shares; 2026Q1: 26,428 shares; 2026Q2: 26,909 shares 26,909 $3.35M 0.02% +481 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,470 shares; 2024Q4: 16,470 shares; 2025Q1: 16,470 shares; 2025Q2: 16,430 shares; 2025Q3: 16,650 shares; 2025Q4: 16,650 shares; 2026Q1: 16,627 shares; 2026Q2: 16,805 shares 16,805 $3.29M 0.02% +178 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,174 shares; 2024Q4: 47,097 shares; 2025Q1: 44,601 shares; 2025Q2: 45,425 shares; 2025Q3: 45,354 shares; 2025Q4: 45,347 shares; 2026Q1: 48,151 shares; 2026Q2: 93,101 shares 93,101 $3.24M 0.02% +44,950 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,794 shares; 2025Q1: 2,680 shares; 2025Q2: 2,604 shares; 2025Q3: 2,536 shares; 2025Q4: 3,110 shares; 2026Q1: 2,411 shares; 2026Q2: 3,342 shares 3,342 $3.21M 0.02% +931 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 6,822 shares; 2025Q1: 6,817 shares; 2025Q2: 6,912 shares; 2025Q3: 6,716 shares; 2025Q4: 5,668 shares; 2026Q1: not reported; 2026Q2: 62,642 shares 62,642 $3.2M 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,860 shares; 2024Q4: 6,140 shares; 2025Q1: 5,626 shares; 2025Q2: 11,958 shares; 2025Q3: 11,340 shares; 2025Q4: 9,989 shares; 2026Q1: 8,473 shares; 2026Q2: 10,119 shares 10,119 $3.19M 0.02% +1,646 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,844 shares; 2024Q4: 16,011 shares; 2025Q1: 35,472 shares; 2025Q2: 37,832 shares; 2025Q3: 37,840 shares; 2025Q4: 19,141 shares; 2026Q1: 17,742 shares; 2026Q2: 19,288 shares 19,288 $3.17M 0.02% +1,546 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,627 shares; 2024Q4: 4,209 shares; 2025Q1: 7,574 shares; 2025Q2: 7,474 shares; 2025Q3: 7,294 shares; 2025Q4: 14,398 shares; 2026Q1: 13,810 shares; 2026Q2: 13,761 shares 13,761 $3.16M 0.02% -49 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,645 shares; 2025Q4: 54,217 shares; 2026Q1: 51,790 shares; 2026Q2: 66,366 shares 66,366 $3.13M 0.02% +14,576 Timeline SEI INSTITUTIONALLY MANAGED… SEI INSTITUTIONALLY MANAGED TAX-M… More: the full row for SEI INSTITUTIONALLY MANAGED TAX-MANAGED LARGE-CAP FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,947 shares 70,947 $3.11M 0.02% new CIBR 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; 2024Q3: 6,163 shares; 2024Q4: 7,154 shares; 2025Q1: 7,269 shares; 2025Q2: 8,912 shares; 2025Q3: 9,174 shares; 2025Q4: 9,387 shares; 2026Q1: 10,008 shares; 2026Q2: 34,403 shares 34,403 $3.09M 0.02% +24,395 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,912 shares; 2026Q1: 57,252 shares; 2026Q2: 58,033 shares 58,033 $3.09M 0.02% +781 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,887 shares 52,887 $3.08M 0.02% new Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,000 shares; 2024Q4: 64,351 shares; 2025Q1: 64,638 shares; 2025Q2: 64,638 shares; 2025Q3: 64,638 shares; 2025Q4: 64,638 shares; 2026Q1: 64,638 shares; 2026Q2: 64,638 shares 64,638 $3.07M 0.02% 0 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; 2024Q3: 2,640 shares; 2024Q4: 2,746 shares; 2025Q1: 5,406 shares; 2025Q2: 5,240 shares; 2025Q3: 2,765 shares; 2025Q4: 3,761 shares; 2026Q1: 6,137 shares; 2026Q2: 6,154 shares 6,154 $3.05M 0.02% +17 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,244 shares; 2024Q4: 23,133 shares; 2025Q1: 48,514 shares; 2025Q2: 46,528 shares; 2025Q3: 45,644 shares; 2025Q4: 23,131 shares; 2026Q1: 23,105 shares; 2026Q2: 25,894 shares 25,894 $3.04M 0.02% +2,789 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58,189 shares; 2025Q1: 92,956 shares; 2025Q2: 96,821 shares; 2025Q3: 111,216 shares; 2025Q4: 124,187 shares; 2026Q1: 129,461 shares; 2026Q2: 133,738 shares 133,738 $2.99M 0.02% +4,277 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; 2024Q3: 78,429 shares; 2024Q4: 35,336 shares; 2025Q1: 84,382 shares; 2025Q2: 79,284 shares; 2025Q3: 79,244 shares; 2025Q4: 38,340 shares; 2026Q1: 45,490 shares; 2026Q2: 80,761 shares 80,761 $2.97M 0.02% +35,271 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,500 shares; 2024Q4: 106,633 shares; 2025Q1: 223,466 shares; 2025Q2: 95,502 shares; 2025Q3: 203,304 shares; 2025Q4: 99,819 shares; 2026Q1: 94,596 shares; 2026Q2: 95,387 shares 95,387 $2.97M 0.02% +791 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,112 shares; 2024Q4: 63,339 shares; 2025Q1: 10,695 shares; 2025Q2: 13,150 shares; 2025Q3: 10,246 shares; 2025Q4: 13,203 shares; 2026Q1: 31,217 shares; 2026Q2: 32,601 shares 32,601 $2.95M 0.02% +1,384 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,252 shares; 2024Q4: 6,934 shares; 2025Q1: 6,571 shares; 2025Q2: 6,685 shares; 2025Q3: 7,643 shares; 2025Q4: 7,406 shares; 2026Q1: 6,883 shares; 2026Q2: 15,921 shares 15,921 $2.95M 0.02% +9,038 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,048 shares; 2024Q4: 29,295 shares; 2025Q1: 38,218 shares; 2025Q2: 35,760 shares; 2025Q3: 39,751 shares; 2025Q4: 39,197 shares; 2026Q1: 18,676 shares; 2026Q2: 38,939 shares 38,939 $2.94M 0.02% +20,263 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,782 shares; 2024Q4: 5,532 shares; 2025Q1: 5,601 shares; 2025Q2: 6,176 shares; 2025Q3: 6,614 shares; 2025Q4: 7,131 shares; 2026Q1: 8,023 shares; 2026Q2: 12,087 shares 12,087 $2.93M 0.02% +4,064 Timeline LORD ABBETT INVT TR LORD ABBETT INVT TR More: the full row for LORD ABBETT INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 761,056 shares 761,056 $2.91M 0.02% new ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,307 shares; 2024Q4: 9,822 shares; 2025Q1: 9,299 shares; 2025Q2: 9,335 shares; 2025Q3: 8,895 shares; 2025Q4: 10,717 shares; 2026Q1: 7,579 shares; 2026Q2: 12,886 shares 12,886 $2.89M 0.02% +5,307 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,596 shares; 2024Q4: 14,740 shares; 2025Q1: 14,850 shares; 2025Q2: 15,989 shares; 2025Q3: 15,691 shares; 2025Q4: 20,276 shares; 2026Q1: 16,187 shares; 2026Q2: 19,894 shares 19,894 $2.88M 0.02% +3,707 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,734 shares; 2024Q4: 14,959 shares; 2025Q1: 16,298 shares; 2025Q2: 16,330 shares; 2025Q3: 18,538 shares; 2025Q4: 19,135 shares; 2026Q1: 20,743 shares; 2026Q2: 22,483 shares 22,483 $2.87M 0.02% +1,740 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,849 shares; 2024Q4: 1,792 shares; 2025Q1: 1,797 shares; 2025Q2: 1,681 shares; 2025Q3: 1,593 shares; 2025Q4: 3,151 shares; 2026Q1: 1,910 shares; 2026Q2: 4,530 shares 4,530 $2.87M 0.02% +2,620 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,000 shares; 2024Q4: 35,385 shares; 2025Q1: 35,593 shares; 2025Q2: 35,593 shares; 2025Q3: 35,593 shares; 2025Q4: 35,593 shares; 2026Q1: 35,593 shares; 2026Q2: 35,593 shares 35,593 $2.84M 0.02% 0 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152,924 shares 152,924 $2.82M 0.02% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,045 shares; 2024Q4: 57,674 shares; 2025Q1: 58,223 shares; 2025Q2: 58,301 shares; 2025Q3: 58,223 shares; 2025Q4: 58,443 shares; 2026Q1: 58,443 shares; 2026Q2: 58,443 shares 58,443 $2.79M 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,135 shares; 2025Q3: 910 shares; 2025Q4: 1,709 shares; 2026Q1: not reported; 2026Q2: 17,470 shares 17,470 $2.77M 0.02% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,780 shares; 2024Q4: not reported; 2025Q1: 4,187 shares; 2025Q2: 2,780 shares; 2025Q3: 3,115 shares; 2025Q4: 2,765 shares; 2026Q1: 3,541 shares; 2026Q2: 29,694 shares 29,694 $2.77M 0.02% +26,153 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,524 shares; 2024Q4: 2,396 shares; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,922 shares; 2025Q4: 7,453 shares; 2026Q1: 5,792 shares; 2026Q2: 6,419 shares 6,419 $2.77M 0.02% +627 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,399 shares; 2024Q4: 5,414 shares; 2025Q1: 5,430 shares; 2025Q2: 5,446 shares; 2025Q3: 5,461 shares; 2025Q4: 5,807 shares; 2026Q1: 8,119 shares; 2026Q2: 8,140 shares 8,140 $2.76M 0.02% +21 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 556 shares; 2025Q4: 2,074 shares; 2026Q1: 895 shares; 2026Q2: 8,213 shares 8,213 $2.75M 0.02% +7,318 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,646 shares 9,646 $2.74M 0.02% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,471 shares; 2024Q4: 14,993 shares; 2025Q1: 27,322 shares; 2025Q2: 26,706 shares; 2025Q3: 27,182 shares; 2025Q4: 25,124 shares; 2026Q1: 12,501 shares; 2026Q2: 18,023 shares 18,023 $2.73M 0.02% +5,522 Timeline INTREPID INCOME INSTITUT IO… INTREPID INCOME INSTITUT IONAL More: the full row for INTREPID INCOME INSTITUT IONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 303,664 shares 303,664 $2.71M 0.01% new 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; 2024Q3: 4,746 shares; 2024Q4: 4,982 shares; 2025Q1: 5,375 shares; 2025Q2: 6,196 shares; 2025Q3: 4,767 shares; 2025Q4: 5,927 shares; 2026Q1: 4,899 shares; 2026Q2: 15,010 shares 15,010 $2.7M 0.01% +10,111 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,377 shares; 2024Q4: 29,687 shares; 2025Q1: 27,575 shares; 2025Q2: 54,887 shares; 2025Q3: 53,734 shares; 2025Q4: 70,021 shares; 2026Q1: 52,668 shares; 2026Q2: 56,028 shares 56,028 $2.69M 0.01% +3,360 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,123 shares; 2024Q4: 41,959 shares; 2025Q1: 39,849 shares; 2025Q2: 43,845 shares; 2025Q3: 42,930 shares; 2025Q4: 39,809 shares; 2026Q1: 38,314 shares; 2026Q2: 37,191 shares 37,191 $2.69M 0.01% -1,123 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; 2024Q3: 28,610 shares; 2024Q4: 47,282 shares; 2025Q1: 48,598 shares; 2025Q2: 42,431 shares; 2025Q3: 42,576 shares; 2025Q4: 43,727 shares; 2026Q1: 28,593 shares; 2026Q2: 43,978 shares 43,978 $2.67M 0.01% +15,385 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,899 shares; 2024Q4: 6,614 shares; 2025Q1: 6,836 shares; 2025Q2: 6,865 shares; 2025Q3: 6,824 shares; 2025Q4: 8,300 shares; 2026Q1: 7,270 shares; 2026Q2: 11,674 shares 11,674 $2.6M 0.01% +4,404 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; 2024Q3: 5,337 shares; 2024Q4: 3,979 shares; 2025Q1: 4,058 shares; 2025Q2: 4,104 shares; 2025Q3: 4,315 shares; 2025Q4: 4,861 shares; 2026Q1: 3,396 shares; 2026Q2: 4,941 shares 4,941 $2.6M 0.01% +1,545 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,420 shares; 2025Q3: 31,203 shares; 2025Q4: 32,526 shares; 2026Q1: 36,476 shares; 2026Q2: 34,621 shares 34,621 $2.57M 0.01% -1,855 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,494 shares; 2025Q3: 5,267 shares; 2025Q4: 5,866 shares; 2026Q1: 60,575 shares; 2026Q2: 59,958 shares 59,958 $2.54M 0.01% -617 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,572 shares; 2024Q4: 28,128 shares; 2025Q1: 29,025 shares; 2025Q2: 30,428 shares; 2025Q3: 30,366 shares; 2025Q4: 23,968 shares; 2026Q1: 20,324 shares; 2026Q2: 24,878 shares 24,878 $2.49M 0.01% +4,554 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,079 shares; 2024Q4: 8,485 shares; 2025Q1: 10,927 shares; 2025Q2: 8,370 shares; 2025Q3: 8,928 shares; 2025Q4: 22,256 shares; 2026Q1: 23,344 shares; 2026Q2: 54,916 shares 54,916 $2.49M 0.01% +31,572 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,098 shares; 2024Q4: 96,722 shares; 2025Q1: 96,729 shares; 2025Q2: 96,670 shares; 2025Q3: 96,657 shares; 2025Q4: 99,276 shares; 2026Q1: 98,316 shares; 2026Q2: 100,190 shares 100,190 $2.49M 0.01% +1,874 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,626 shares; 2024Q4: 24,138 shares; 2025Q1: 22,761 shares; 2025Q2: 22,729 shares; 2025Q3: 21,666 shares; 2025Q4: 26,584 shares; 2026Q1: 18,980 shares; 2026Q2: 19,524 shares 19,524 $2.47M 0.01% +544 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,407 shares; 2024Q4: 11,064 shares; 2025Q1: 22,128 shares; 2025Q2: 22,128 shares; 2025Q3: 22,128 shares; 2025Q4: 11,064 shares; 2026Q1: 11,064 shares; 2026Q2: 45,216 shares 45,216 $2.47M 0.01% +34,152 Timeline PIMCO INCOME PIMCO INCOME More: the full row for PIMCO INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225,648 shares 225,648 $2.45M 0.01% new EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,093 shares; 2024Q4: 27,164 shares; 2025Q1: 56,436 shares; 2025Q2: 58,814 shares; 2025Q3: 57,756 shares; 2025Q4: 29,420 shares; 2026Q1: 31,321 shares; 2026Q2: 31,753 shares 31,753 $2.43M 0.01% +432 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,944 shares; 2024Q4: 5,197 shares; 2025Q1: 9,616 shares; 2025Q2: 9,898 shares; 2025Q3: 9,596 shares; 2025Q4: 5,615 shares; 2026Q1: 5,632 shares; 2026Q2: 7,701 shares 7,701 $2.42M 0.01% +2,069 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,580 shares; 2024Q4: 70,740 shares; 2025Q1: 70,740 shares; 2025Q2: 70,740 shares; 2025Q3: 70,740 shares; 2025Q4: 78,774 shares; 2026Q1: 79,329 shares; 2026Q2: 79,329 shares 79,329 $2.42M 0.01% 0 Timeline FSIXX FIDELITY INSTITUTIONAL MONEY MARK… More: the full row for FIDELITY INSTITUTIONAL MONEY MARKET FUNDS TREASURY ONLY PORTFOLIO CLASS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,411,968 shares 2,411,968 $2.41M 0.01% new Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,266 shares; 2024Q4: 21,789 shares; 2025Q1: 21,742 shares; 2025Q2: 12,878 shares; 2025Q3: 23,094 shares; 2025Q4: 29,434 shares; 2026Q1: 29,434 shares; 2026Q2: 29,434 shares 29,434 $2.39M 0.01% 0 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,993 shares; 2024Q4: 38,539 shares; 2025Q1: 38,439 shares; 2025Q2: 38,439 shares; 2025Q3: 38,674 shares; 2025Q4: 38,571 shares; 2026Q1: 33,471 shares; 2026Q2: 31,595 shares 31,595 $2.39M 0.01% -1,876 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,690 shares; 2024Q4: 4,541 shares; 2025Q1: 4,787 shares; 2025Q2: 4,674 shares; 2025Q3: 7,610 shares; 2025Q4: 9,349 shares; 2026Q1: 6,025 shares; 2026Q2: 12,506 shares 12,506 $2.38M 0.01% +6,481 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,614 shares 10,614 $2.38M 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,465 shares; 2024Q4: 4,337 shares; 2025Q1: 8,830 shares; 2025Q2: 9,252 shares; 2025Q3: 4,699 shares; 2025Q4: 5,432 shares; 2026Q1: 4,375 shares; 2026Q2: 4,663 shares 4,663 $2.37M 0.01% +288 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,894 shares; 2024Q4: 8,823 shares; 2025Q1: 8,723 shares; 2025Q2: 7,910 shares; 2025Q3: 7,718 shares; 2025Q4: 8,487 shares; 2026Q1: 9,448 shares; 2026Q2: 28,583 shares 28,583 $2.37M 0.01% +19,135 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 678 shares; 2025Q4: 849 shares; 2026Q1: 1,963 shares; 2026Q2: 7,785 shares 7,785 $2.36M 0.01% +5,822 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,067 shares; 2024Q4: 52,079 shares; 2025Q1: 21,752 shares; 2025Q2: 22,224 shares; 2025Q3: 21,760 shares; 2025Q4: 29,075 shares; 2026Q1: 26,371 shares; 2026Q2: 27,002 shares 27,002 $2.35M 0.01% +631 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,604 shares 10,604 $2.34M 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,509 shares; 2024Q4: 28,679 shares; 2025Q1: 59,144 shares; 2025Q2: 58,162 shares; 2025Q3: 25,719 shares; 2025Q4: 40,617 shares; 2026Q1: 37,167 shares; 2026Q2: 40,673 shares 40,673 $2.34M 0.01% +3,506 Timeline SCHWAB LARGE-CAP INDEX MF SCHWAB LARGE-CAP INDEX MF More: the full row for SCHWAB LARGE-CAP INDEX MF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 121,138 shares 121,138 $2.34M 0.01% new JSMD 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; 2024Q3: 36,005 shares; 2024Q4: 29,753 shares; 2025Q1: 29,144 shares; 2025Q2: 25,982 shares; 2025Q3: 25,342 shares; 2025Q4: 24,720 shares; 2026Q1: 24,721 shares; 2026Q2: 23,094 shares 23,094 $2.34M 0.01% -1,627 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,445 shares; 2024Q4: 14,429 shares; 2025Q1: 14,548 shares; 2025Q2: 15,470 shares; 2025Q3: 31,720 shares; 2025Q4: 16,148 shares; 2026Q1: 15,996 shares; 2026Q2: 16,968 shares 16,968 $2.32M 0.01% +972 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,310 shares; 2024Q4: 39,725 shares; 2025Q1: 39,736 shares; 2025Q2: 40,562 shares; 2025Q3: 40,962 shares; 2025Q4: 40,975 shares; 2026Q1: 41,307 shares; 2026Q2: 40,999 shares 40,999 $2.32M 0.01% -308 Timeline SIF SIFCO INDS INC More: the full row for SIFCO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,027 shares; 2026Q1: 98,049 shares; 2026Q2: 98,049 shares 98,049 $2.29M 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,226 shares; 2024Q4: 61,246 shares; 2025Q1: 56,869 shares; 2025Q2: 54,049 shares; 2025Q3: 49,485 shares; 2025Q4: 48,437 shares; 2026Q1: 45,260 shares; 2026Q2: 45,435 shares 45,435 $2.25M 0.01% +175 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,429 shares; 2024Q4: 11,020 shares; 2025Q1: 11,059 shares; 2025Q2: 11,144 shares; 2025Q3: 11,435 shares; 2025Q4: 14,015 shares; 2026Q1: 12,751 shares; 2026Q2: 13,905 shares 13,905 $2.25M 0.01% +1,154 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,000 shares; 2024Q4: 38,403 shares; 2025Q1: 38,796 shares; 2025Q2: 38,796 shares; 2025Q3: 38,796 shares; 2025Q4: 38,796 shares; 2026Q1: 38,796 shares; 2026Q2: 38,796 shares 38,796 $2.25M 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,224 shares; 2025Q1: 13,640 shares; 2025Q2: 14,518 shares; 2025Q3: 14,455 shares; 2025Q4: 20,518 shares; 2026Q1: 11,402 shares; 2026Q2: 12,900 shares 12,900 $2.19M 0.01% +1,498 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,063 shares; 2024Q4: 50,416 shares; 2025Q1: 43,594 shares; 2025Q2: 43,589 shares; 2025Q3: 42,713 shares; 2025Q4: 42,395 shares; 2026Q1: 44,751 shares; 2026Q2: 47,488 shares 47,488 $2.16M 0.01% +2,737 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,708 shares; 2024Q4: 118,805 shares; 2025Q1: 119,061 shares; 2025Q2: 107,979 shares; 2025Q3: 81,792 shares; 2025Q4: 63,061 shares; 2026Q1: 52,305 shares; 2026Q2: 50,449 shares 50,449 $2.16M 0.01% -1,856 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,046 shares; 2024Q4: 3,209 shares; 2025Q1: 3,304 shares; 2025Q2: 3,586 shares; 2025Q3: 3,301 shares; 2025Q4: 4,925 shares; 2026Q1: 4,179 shares; 2026Q2: 4,128 shares 4,128 $2.14M 0.01% -51 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,279 shares; 2024Q4: 1,645 shares; 2025Q1: 1,671 shares; 2025Q2: 2,033 shares; 2025Q3: 1,166 shares; 2025Q4: 2,946 shares; 2026Q1: 1,266 shares; 2026Q2: 5,304 shares 5,304 $2.11M 0.01% +4,038 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,012 shares; 2024Q4: 18,964 shares; 2025Q1: 18,964 shares; 2025Q2: 18,418 shares; 2025Q3: 18,693 shares; 2025Q4: 18,712 shares; 2026Q1: 19,858 shares; 2026Q2: 19,832 shares 19,832 $2.11M 0.01% -26 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,249 shares; 2024Q4: 5,072 shares; 2025Q1: 4,218 shares; 2025Q2: 3,999 shares; 2025Q3: 5,284 shares; 2025Q4: 6,888 shares; 2026Q1: 4,288 shares; 2026Q2: 5,247 shares 5,247 $2.08M 0.01% +959 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,312 shares; 2024Q4: 2,902 shares; 2025Q1: 3,257 shares; 2025Q2: 2,361 shares; 2025Q3: 2,202 shares; 2025Q4: 7,335 shares; 2026Q1: 3,630 shares; 2026Q2: 22,676 shares 22,676 $2.08M 0.01% +19,046 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,102 shares; 2024Q4: 60,604 shares; 2025Q1: 61,095 shares; 2025Q2: 4,374 shares; 2025Q3: 5,423 shares; 2025Q4: 5,514 shares; 2026Q1: 10,602 shares; 2026Q2: 33,197 shares 33,197 $2.04M 0.01% +22,595 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,525 shares; 2024Q4: 13,490 shares; 2025Q1: 13,490 shares; 2025Q2: 9,425 shares; 2025Q3: 8,800 shares; 2025Q4: 8,925 shares; 2026Q1: 8,926 shares; 2026Q2: 8,922 shares 8,922 $2.04M 0.01% -4 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,100 shares; 2024Q4: 11,849 shares; 2025Q1: 11,565 shares; 2025Q2: 11,442 shares; 2025Q3: 11,343 shares; 2025Q4: 6,754 shares; 2026Q1: 4,934 shares; 2026Q2: 7,506 shares 7,506 $2.03M 0.01% +2,572 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 994 shares; 2024Q4: 987 shares; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,049 shares; 2025Q4: 956 shares; 2026Q1: 5,454 shares; 2026Q2: 5,628 shares 5,628 $2.03M 0.01% +174 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,293 shares 32,293 $2.02M 0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 1,518 shares; 2025Q1: 3,036 shares; 2025Q2: 3,036 shares; 2025Q3: 1,509 shares; 2025Q4: 1,589 shares; 2026Q1: 990 shares; 2026Q2: 1,565 shares 1,565 $2M 0.01% +575 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,022 shares; 2024Q4: 7,474 shares; 2025Q1: 7,106 shares; 2025Q2: 7,125 shares; 2025Q3: 5,800 shares; 2025Q4: 9,804 shares; 2026Q1: 6,214 shares; 2026Q2: 6,647 shares 6,647 $1.98M 0.01% +433 Timeline MONEY MARKET POOL MONEY MARKET POOL More: the full row for MONEY MARKET POOL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,593,484 shares 1,593,484 $1.97M 0.01% new CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,494 shares; 2024Q4: 15,962 shares; 2025Q1: 16,550 shares; 2025Q2: 18,278 shares; 2025Q3: 15,370 shares; 2025Q4: 23,530 shares; 2026Q1: 16,594 shares; 2026Q2: 19,016 shares 19,016 $1.97M 0.01% +2,422 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,335 shares; 2024Q4: 15,364 shares; 2025Q1: 15,411 shares; 2025Q2: 16,258 shares; 2025Q3: 15,890 shares; 2025Q4: 17,956 shares; 2026Q1: 14,959 shares; 2026Q2: 14,222 shares 14,222 $1.95M 0.01% -737 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; 2024Q3: not reported; 2024Q4: 15,810 shares; 2025Q1: 20,543 shares; 2025Q2: 19,727 shares; 2025Q3: 19,815 shares; 2025Q4: 23,276 shares; 2026Q1: 20,548 shares; 2026Q2: 20,512 shares 20,512 $1.95M 0.01% -36 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,936 shares; 2026Q2: 26,840 shares 26,840 $1.94M 0.01% -96 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 1,750 shares; 2025Q1: 1,760 shares; 2025Q2: 2,066 shares; 2025Q3: 1,661 shares; 2025Q4: 3,283 shares; 2026Q1: 3,534 shares; 2026Q2: 5,388 shares 5,388 $1.91M 0.01% +1,854 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,265 shares; 2024Q4: 6,034 shares; 2025Q1: 5,937 shares; 2025Q2: 5,899 shares; 2025Q3: 5,244 shares; 2025Q4: 10,604 shares; 2026Q1: 12,698 shares; 2026Q2: 16,248 shares 16,248 $1.91M 0.01% +3,550 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; 2024Q3: not reported; 2024Q4: 81,856 shares; 2025Q1: 52,813 shares; 2025Q2: 45,334 shares; 2025Q3: 45,531 shares; 2025Q4: 59,181 shares; 2026Q1: 54,168 shares; 2026Q2: 37,628 shares 37,628 $1.9M 0.01% -16,540 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,323 shares; 2024Q4: 6,185 shares; 2025Q1: 11,942 shares; 2025Q2: 9,626 shares; 2025Q3: 9,374 shares; 2025Q4: 4,619 shares; 2026Q1: 6,662 shares; 2026Q2: 8,680 shares 8,680 $1.9M 0.01% +2,018 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,203 shares; 2024Q4: 5,278 shares; 2025Q1: 4,621 shares; 2025Q2: 4,772 shares; 2025Q3: 4,578 shares; 2025Q4: 6,029 shares; 2026Q1: 4,127 shares; 2026Q2: 6,046 shares 6,046 $1.89M 0.01% +1,919 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,051 shares 11,051 $1.89M 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,826 shares; 2025Q1: 2,072 shares; 2025Q2: 2,289 shares; 2025Q3: 1,264 shares; 2025Q4: 1,714 shares; 2026Q1: not reported; 2026Q2: 21,715 shares 21,715 $1.89M 0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,633 shares; 2024Q4: 33,689 shares; 2025Q1: 29,903 shares; 2025Q2: 26,563 shares; 2025Q3: 20,005 shares; 2025Q4: 24,012 shares; 2026Q1: 24,357 shares; 2026Q2: 38,816 shares 38,816 $1.88M 0.01% +14,459 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; 2024Q3: 12,074 shares; 2024Q4: 12,843 shares; 2025Q1: 30,424 shares; 2025Q2: 25,654 shares; 2025Q3: 26,720 shares; 2025Q4: 17,696 shares; 2026Q1: 21,046 shares; 2026Q2: 35,109 shares 35,109 $1.85M 0.01% +14,063 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,212 shares; 2024Q4: 9,753 shares; 2025Q1: 11,838 shares; 2025Q2: 8,627 shares; 2025Q3: 6,887 shares; 2025Q4: 8,180 shares; 2026Q1: 5,703 shares; 2026Q2: 7,057 shares 7,057 $1.84M 0.01% +1,354 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300,600 shares 300,600 $1.82M 0.01% new Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,185 shares; 2024Q4: 6,592 shares; 2025Q1: 6,592 shares; 2025Q2: 6,592 shares; 2025Q3: 6,592 shares; 2025Q4: 6,592 shares; 2026Q1: 6,592 shares; 2026Q2: 6,592 shares 6,592 $1.82M 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,357 shares; 2024Q4: 3,499 shares; 2025Q1: 3,579 shares; 2025Q2: 3,360 shares; 2025Q3: 2,810 shares; 2025Q4: 5,104 shares; 2026Q1: 4,733 shares; 2026Q2: 5,496 shares 5,496 $1.81M 0.01% +763 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,832 shares; 2025Q1: 17,832 shares; 2025Q2: 34,558 shares; 2025Q3: 34,558 shares; 2025Q4: 34,879 shares; 2026Q1: 37,798 shares; 2026Q2: 37,798 shares 37,798 $1.8M 0.01% 0 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,753 shares; 2025Q2: 3,668 shares; 2025Q3: 3,717 shares; 2025Q4: 10,523 shares; 2026Q1: 11,306 shares; 2026Q2: 18,008 shares 18,008 $1.78M 0.01% +6,702 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,310 shares; 2024Q4: 25,911 shares; 2025Q1: 46,219 shares; 2025Q2: 19,686 shares; 2025Q3: 13,803 shares; 2025Q4: 14,427 shares; 2026Q1: 29,899 shares; 2026Q2: 32,929 shares 32,929 $1.78M 0.01% +3,030 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,498 shares; 2024Q4: 13,891 shares; 2025Q1: 13,423 shares; 2025Q2: 14,514 shares; 2025Q3: 27,352 shares; 2025Q4: 14,059 shares; 2026Q1: 9,231 shares; 2026Q2: 12,383 shares 12,383 $1.77M 0.01% +3,152 Timeline SHORT TERM INCOME POOL SHORT TERM INCOME POOL More: the full row for SHORT TERM INCOME POOL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140,479 shares 140,479 $1.77M 0.01% new SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,982 shares; 2024Q4: 105,273 shares; 2025Q1: 103,235 shares; 2025Q2: 99,179 shares; 2025Q3: 90,753 shares; 2025Q4: 81,725 shares; 2026Q1: 43,516 shares; 2026Q2: 76,361 shares 76,361 $1.77M 0.01% +32,845 Timeline PRIMECAP ODYSSEY AGGRESSIVE… PRIMECAP ODYSSEY AGGRESSIVE GROWTH More: the full row for PRIMECAP ODYSSEY AGGRESSIVE GROWTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,686 shares 26,686 $1.75M 0.01% new USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,317 shares; 2024Q4: 43,000 shares; 2025Q1: 77,916 shares; 2025Q2: 79,182 shares; 2025Q3: 74,140 shares; 2025Q4: 42,865 shares; 2026Q1: 26,489 shares; 2026Q2: 28,816 shares 28,816 $1.74M 0.01% +2,327 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,896 shares; 2024Q4: 4,881 shares; 2025Q1: 10,110 shares; 2025Q2: 11,030 shares; 2025Q3: 4,795 shares; 2025Q4: 9,511 shares; 2026Q1: 4,756 shares; 2026Q2: 5,047 shares 5,047 $1.74M 0.01% +291 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,573 shares; 2024Q4: 9,788 shares; 2025Q1: 10,427 shares; 2025Q2: 10,652 shares; 2025Q3: 21,898 shares; 2025Q4: 11,169 shares; 2026Q1: 10,619 shares; 2026Q2: 9,690 shares 9,690 $1.73M 0.01% -929 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,983 shares 32,983 $1.73M 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,314 shares; 2024Q4: 15,931 shares; 2025Q1: 16,718 shares; 2025Q2: 17,461 shares; 2025Q3: 16,542 shares; 2025Q4: 22,067 shares; 2026Q1: 21,334 shares; 2026Q2: 22,259 shares 22,259 $1.73M 0.01% +925 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111 shares; 2024Q4: 166 shares; 2025Q1: 186 shares; 2025Q2: 180 shares; 2025Q3: 137 shares; 2025Q4: 405 shares; 2026Q1: 130 shares; 2026Q2: 9,527 shares 9,527 $1.7M 0.01% +9,397 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,259 shares; 2024Q4: 31,174 shares; 2025Q1: 36,528 shares; 2025Q2: 19,987 shares; 2025Q3: 21,488 shares; 2025Q4: 22,532 shares; 2026Q1: 22,724 shares; 2026Q2: 25,855 shares 25,855 $1.7M 0.01% +3,131 Timeline JANUS HENDERSON (FORTY I) JANUS HENDERSON (FORTY I) More: the full row for JANUS HENDERSON (FORTY I) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,768 shares 26,768 $1.69M 0.01% new ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,797 shares; 2024Q4: 6,291 shares; 2025Q1: 5,847 shares; 2025Q2: 5,310 shares; 2025Q3: 4,875 shares; 2025Q4: 6,370 shares; 2026Q1: 5,756 shares; 2026Q2: 6,044 shares 6,044 $1.68M 0.01% +288 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,959 shares; 2024Q4: 39,139 shares; 2025Q1: 41,219 shares; 2025Q2: 36,860 shares; 2025Q3: 30,442 shares; 2025Q4: 35,694 shares; 2026Q1: 40,518 shares; 2026Q2: 44,298 shares 44,298 $1.68M 0.01% +3,780 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,369 shares; 2024Q4: 9,399 shares; 2025Q1: 9,413 shares; 2025Q2: 9,504 shares; 2025Q3: 9,388 shares; 2025Q4: 10,399 shares; 2026Q1: 9,904 shares; 2026Q2: 9,744 shares 9,744 $1.68M 0.01% -160 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,118 shares; 2024Q4: 10,440 shares; 2025Q1: 20,526 shares; 2025Q2: 8,400 shares; 2025Q3: 7,586 shares; 2025Q4: 10,607 shares; 2026Q1: 7,537 shares; 2026Q2: 9,905 shares 9,905 $1.67M 0.01% +2,368 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,323 shares; 2024Q4: 1,385 shares; 2025Q1: 1,248 shares; 2025Q2: 1,284 shares; 2025Q3: 1,375 shares; 2025Q4: 1,751 shares; 2026Q1: 1,327 shares; 2026Q2: 1,712 shares 1,712 $1.67M 0.01% +385 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 665 shares; 2026Q1: 1,695 shares; 2026Q2: 4,676 shares 4,676 $1.67M 0.01% +2,981 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,650 shares; 2024Q4: 51,328 shares; 2025Q1: 51,658 shares; 2025Q2: 51,658 shares; 2025Q3: 51,658 shares; 2025Q4: 51,658 shares; 2026Q1: 51,658 shares; 2026Q2: 51,658 shares 51,658 $1.66M 0.01% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,085 shares 10,085 $1.66M 0.01% new Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 84,675 shares; 2025Q1: 77,746 shares; 2025Q2: 72,632 shares; 2025Q3: 72,727 shares; 2025Q4: 70,992 shares; 2026Q1: 72,602 shares; 2026Q2: 72,357 shares 72,357 $1.66M 0.01% -245 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,302 shares; 2024Q4: 6,639 shares; 2025Q1: 6,343 shares; 2025Q2: 6,624 shares; 2025Q3: 5,808 shares; 2025Q4: 12,373 shares; 2026Q1: 9,183 shares; 2026Q2: 6,640 shares 6,640 $1.63M 0.01% -2,543 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; 2024Q3: 2,129 shares; 2024Q4: 2,093 shares; 2025Q1: 1,892 shares; 2025Q2: 1,857 shares; 2025Q3: 1,513 shares; 2025Q4: 3,595 shares; 2026Q1: 1,473 shares; 2026Q2: 9,916 shares 9,916 $1.62M 0.01% +8,443 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,380 shares; 2024Q4: 77,434 shares; 2025Q1: 77,466 shares; 2025Q2: 76,950 shares; 2025Q3: 15,064 shares; 2025Q4: 15,348 shares; 2026Q1: 15,170 shares; 2026Q2: 14,635 shares 14,635 $1.61M 0.01% -535 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 162,960 shares 162,960 $1.6M 0.01% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,128 shares; 2024Q4: 9,282 shares; 2025Q1: 22,108 shares; 2025Q2: 21,660 shares; 2025Q3: 21,590 shares; 2025Q4: 10,802 shares; 2026Q1: 6,365 shares; 2026Q2: 14,527 shares 14,527 $1.6M 0.01% +8,162 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,892 shares; 2024Q4: 5,163 shares; 2025Q1: 9,726 shares; 2025Q2: 15,203 shares; 2025Q3: 21,766 shares; 2025Q4: 18,052 shares; 2026Q1: 19,357 shares; 2026Q2: 13,458 shares 13,458 $1.58M 0.01% -5,899 Timeline STONE RIDGE REINSURANCE RIS… STONE RIDGE REINSURANCE RISK PREM… More: the full row for STONE RIDGE REINSURANCE RISK PREMIUM INTERVAL FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,824 shares 25,824 $1.57M 0.01% new JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193,045 shares; 2025Q3: 226,486 shares; 2025Q4: 202,186 shares; 2026Q1: 202,659 shares; 2026Q2: 199,488 shares 199,488 $1.57M 0.01% -3,171 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,786 shares 5,786 $1.57M 0.01% new Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,025 shares; 2024Q4: 26,682 shares; 2025Q1: 27,033 shares; 2025Q2: 27,108 shares; 2025Q3: 27,050 shares; 2025Q4: 29,366 shares; 2026Q1: 29,275 shares; 2026Q2: 29,210 shares 29,210 $1.57M 0.01% -65 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: not reported; 2026Q1: 1,846 shares; 2026Q2: 1,870 shares 1,870 $1.57M 0.01% +24 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,665 shares; 2024Q4: 8,579 shares; 2025Q1: 8,700 shares; 2025Q2: 8,768 shares; 2025Q3: 8,678 shares; 2025Q4: 9,330 shares; 2026Q1: 7,019 shares; 2026Q2: 6,968 shares 6,968 $1.56M 0.01% -51 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,483 shares; 2024Q4: 10,730 shares; 2025Q1: 10,848 shares; 2025Q2: 11,116 shares; 2025Q3: 10,822 shares; 2025Q4: 14,581 shares; 2026Q1: 10,299 shares; 2026Q2: 13,203 shares 13,203 $1.55M 0.01% +2,904 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,518 shares; 2024Q4: 15,397 shares; 2025Q1: 14,916 shares; 2025Q2: 17,082 shares; 2025Q3: 21,911 shares; 2025Q4: 22,296 shares; 2026Q1: 24,183 shares; 2026Q2: 26,564 shares 26,564 $1.54M 0.01% +2,381 Timeline STATE STREET HEDGED (INT'L … STATE STREET HEDGED (INT'L DEVLD … More: the full row for STATE STREET HEDGED (INT'L DEVLD EQ IDX K) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,407 shares 9,407 $1.53M 0.01% new TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,001 shares; 2024Q4: 2,486 shares; 2025Q1: 2,444 shares; 2025Q2: 2,873 shares; 2025Q3: 2,244 shares; 2025Q4: 4,084 shares; 2026Q1: 2,858 shares; 2026Q2: 3,091 shares 3,091 $1.52M 0.01% +233 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,368 shares; 2024Q4: 3,451 shares; 2025Q1: 3,678 shares; 2025Q2: 4,127 shares; 2025Q3: 3,352 shares; 2025Q4: 5,420 shares; 2026Q1: 4,632 shares; 2026Q2: 6,687 shares 6,687 $1.52M 0.01% +2,055 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,032 shares; 2024Q4: 64,728 shares; 2025Q1: 64,899 shares; 2025Q2: 60,672 shares; 2025Q3: 38,589 shares; 2025Q4: 73,556 shares; 2026Q1: 58,799 shares; 2026Q2: 61,451 shares 61,451 $1.51M 0.01% +2,652 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,709 shares; 2025Q3: 12,169 shares; 2025Q4: 11,234 shares; 2026Q1: 9,804 shares; 2026Q2: 16,948 shares 16,948 $1.51M 0.01% +7,144 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,871 shares; 2024Q4: 2,736 shares; 2025Q1: 2,914 shares; 2025Q2: 3,272 shares; 2025Q3: 2,904 shares; 2025Q4: 7,613 shares; 2026Q1: 6,267 shares; 2026Q2: 15,696 shares 15,696 $1.51M 0.01% +9,429 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,483 shares; 2024Q4: 11,525 shares; 2025Q1: 22,376 shares; 2025Q2: 23,604 shares; 2025Q3: 11,072 shares; 2025Q4: 14,122 shares; 2026Q1: 11,592 shares; 2026Q2: 13,533 shares 13,533 $1.5M 0.01% +1,941 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,594 shares; 2024Q4: 6,938 shares; 2025Q1: 6,273 shares; 2025Q2: 5,065 shares; 2025Q3: 4,719 shares; 2025Q4: 8,386 shares; 2026Q1: 6,220 shares; 2026Q2: 5,847 shares 5,847 $1.49M 0.01% -373 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,063 shares; 2024Q4: 4,301 shares; 2025Q1: 3,752 shares; 2025Q2: 3,928 shares; 2025Q3: 3,965 shares; 2025Q4: 7,206 shares; 2026Q1: 5,608 shares; 2026Q2: 6,209 shares 6,209 $1.48M 0.01% +601 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,831 shares; 2025Q1: 6,584 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,525 shares 21,525 $1.47M 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,583 shares; 2024Q4: 1,258 shares; 2025Q1: 1,254 shares; 2025Q2: 1,310 shares; 2025Q3: 743 shares; 2025Q4: 1,849 shares; 2026Q1: 883 shares; 2026Q2: 1,919 shares 1,919 $1.45M 0.01% +1,036 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,024 shares; 2024Q4: 4,219 shares; 2025Q1: 4,246 shares; 2025Q2: 4,259 shares; 2025Q3: 4,182 shares; 2025Q4: 4,271 shares; 2026Q1: 4,246 shares; 2026Q2: 4,828 shares 4,828 $1.44M 0.01% +582 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652 shares; 2024Q4: 768 shares; 2025Q1: 688 shares; 2025Q2: 1,040 shares; 2025Q3: 660 shares; 2025Q4: 1,891 shares; 2026Q1: 662 shares; 2026Q2: 3,514 shares 3,514 $1.43M 0.01% +2,852 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; 2024Q3: 568 shares; 2024Q4: 720 shares; 2025Q1: 683 shares; 2025Q2: 10,282 shares; 2025Q3: 8,657 shares; 2025Q4: 14,397 shares; 2026Q1: 15,936 shares; 2026Q2: 15,443 shares 15,443 $1.42M 0.01% -493 Timeline FPA NEW INCOME INC FPA NEW INCOME INC More: the full row for FPA NEW INCOME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 142,973 shares 142,973 $1.42M 0.01% new IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,925 shares; 2024Q4: 17,024 shares; 2025Q1: 18,024 shares; 2025Q2: 18,115 shares; 2025Q3: 18,606 shares; 2025Q4: 18,618 shares; 2026Q1: 19,427 shares; 2026Q2: 19,427 shares 19,427 $1.42M 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973 shares; 2024Q4: 757 shares; 2025Q1: 1,792 shares; 2025Q2: 2,228 shares; 2025Q3: 1,231 shares; 2025Q4: 1,671 shares; 2026Q1: 1,261 shares; 2026Q2: 1,242 shares 1,242 $1.41M 0.01% -19 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,802 shares; 2025Q4: not reported; 2026Q1: 64,141 shares; 2026Q2: 64,333 shares 64,333 $1.4M 0.01% +192 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,927 shares; 2024Q4: 10,385 shares; 2025Q1: 21,000 shares; 2025Q2: 21,008 shares; 2025Q3: 21,016 shares; 2025Q4: 10,516 shares; 2026Q1: 10,551 shares; 2026Q2: 20,634 shares 20,634 $1.4M 0.01% +10,083 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,778 shares 17,778 $1.38M 0.01% new 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; 2024Q3: not reported; 2024Q4: 4,368 shares; 2025Q1: 8,618 shares; 2025Q2: 9,046 shares; 2025Q3: 3,141 shares; 2025Q4: 5,038 shares; 2026Q1: 3,471 shares; 2026Q2: 3,445 shares 3,445 $1.38M 0.01% -26 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,779 shares; 2024Q4: 1,887 shares; 2025Q1: 1,679 shares; 2025Q2: 1,550 shares; 2025Q3: 1,445 shares; 2025Q4: 1,947 shares; 2026Q1: 1,917 shares; 2026Q2: 1,938 shares 1,938 $1.38M 0.01% +21 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,242 shares; 2024Q4: 12,899 shares; 2025Q1: 25,238 shares; 2025Q2: 25,538 shares; 2025Q3: 24,116 shares; 2025Q4: 16,431 shares; 2026Q1: 13,370 shares; 2026Q2: 15,063 shares 15,063 $1.38M 0.01% +1,693 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,913 shares; 2024Q4: 13,099 shares; 2025Q1: 12,555 shares; 2025Q2: 12,732 shares; 2025Q3: 12,456 shares; 2025Q4: 13,768 shares; 2026Q1: 14,010 shares; 2026Q2: 13,969 shares 13,969 $1.37M 0.01% -41 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,096 shares; 2024Q4: 33,603 shares; 2025Q1: 30,633 shares; 2025Q2: 27,673 shares; 2025Q3: 25,467 shares; 2025Q4: 32,337 shares; 2026Q1: 23,056 shares; 2026Q2: 27,175 shares 27,175 $1.35M 0.01% +4,119 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,221 shares; 2026Q2: 52,729 shares 52,729 $1.35M 0.01% +1,508 Timeline