VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,128,379 shares; 2025Q1: 3,306,390 shares; 2025Q2: 3,577,671 shares; 2025Q3: 3,938,781 shares; 2025Q4: 4,308,564 shares; 2026Q1: 4,740,776 shares; 2026Q2: 5,272,522 shares; 2026Q3: 5,824,638 shares 5,824,638 $407M 9.73% +552,116 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 336,107 shares; 2025Q1: 333,135 shares; 2025Q2: 366,364 shares; 2025Q3: 396,920 shares; 2025Q4: 425,885 shares; 2026Q1: 475,275 shares; 2026Q2: 581,799 shares; 2026Q3: 680,028 shares 680,028 $258M 6.17% +98,229 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,268,330 shares; 2025Q1: 2,458,408 shares; 2025Q2: 2,608,070 shares; 2025Q3: 2,820,540 shares; 2025Q4: 3,027,310 shares; 2026Q1: 3,280,863 shares; 2026Q2: 3,571,670 shares; 2026Q3: 3,851,859 shares 3,851,859 $228M 5.45% +280,189 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 166,673 shares; 2025Q1: 161,780 shares; 2025Q2: 155,278 shares; 2025Q3: 170,956 shares; 2025Q4: 187,783 shares; 2026Q1: 194,068 shares; 2026Q2: 205,604 shares; 2026Q3: 209,062 shares 209,062 $149M 3.56% +3,458 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400,948 shares; 2025Q1: 414,908 shares; 2025Q2: 429,653 shares; 2025Q3: 462,407 shares; 2025Q4: 458,227 shares; 2026Q1: 452,533 shares; 2026Q2: 497,890 shares; 2026Q3: 626,367 shares 626,367 $144M 3.45% +128,477 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 293,396 shares; 2025Q1: 349,835 shares; 2025Q2: 496,553 shares; 2025Q3: 497,248 shares; 2025Q4: 465,572 shares; 2026Q1: 472,473 shares; 2026Q2: 477,489 shares; 2026Q3: 1,235,371 shares 1,235,371 $124M 2.98% +757,882 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250,656 shares; 2025Q1: 260,718 shares; 2025Q2: 253,621 shares; 2025Q3: 275,017 shares; 2025Q4: 282,853 shares; 2026Q1: 285,372 shares; 2026Q2: 301,877 shares; 2026Q3: 339,449 shares 339,449 $116M 2.76% +37,572 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 995,065 shares; 2025Q1: 1,116,274 shares; 2025Q2: 1,127,248 shares; 2025Q3: 1,127,561 shares; 2025Q4: 1,108,495 shares; 2026Q1: 1,158,252 shares; 2026Q2: 1,188,881 shares; 2026Q3: 1,205,085 shares 1,205,085 $116M 2.76% +16,204 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,759,911 shares; 2025Q1: 2,997,326 shares; 2025Q2: 3,067,339 shares; 2025Q3: 3,406,789 shares; 2025Q4: 3,825,629 shares; 2026Q1: 4,370,401 shares; 2026Q2: 4,672,099 shares; 2026Q3: 5,147,853 shares 5,147,853 $113M 2.69% +475,754 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 919,993 shares; 2025Q1: 999,491 shares; 2025Q2: 1,002,796 shares; 2025Q3: 1,083,517 shares; 2025Q4: 1,150,759 shares; 2026Q1: 1,356,285 shares; 2026Q2: 1,469,754 shares; 2026Q3: 1,417,494 shares 1,417,494 $103M 2.47% -52,260 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 708,478 shares; 2025Q1: 845,765 shares; 2025Q2: 852,360 shares; 2025Q3: 866,628 shares; 2025Q4: 866,536 shares; 2026Q1: 896,140 shares; 2026Q2: 897,981 shares; 2026Q3: 1,011,495 shares 1,011,495 $81.4M 1.95% +113,514 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,883 shares; 2025Q1: 99,061 shares; 2025Q2: 104,758 shares; 2025Q3: 112,736 shares; 2025Q4: 110,319 shares; 2026Q1: 106,223 shares; 2026Q2: 101,962 shares; 2026Q3: 147,027 shares 147,027 $76.8M 1.84% +45,065 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,841 shares; 2025Q1: 95,213 shares; 2025Q2: 99,298 shares; 2025Q3: 106,357 shares; 2025Q4: 106,413 shares; 2026Q1: 159,605 shares; 2026Q2: 137,306 shares; 2026Q3: 176,999 shares 176,999 $61M 1.46% +39,693 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,992 shares; 2025Q1: 94,830 shares; 2025Q2: 96,225 shares; 2025Q3: 101,215 shares; 2025Q4: 106,063 shares; 2026Q1: 148,344 shares; 2026Q2: 146,365 shares; 2026Q3: 159,467 shares 159,467 $55.5M 1.33% +13,102 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140,256 shares; 2025Q1: 160,599 shares; 2025Q2: 153,735 shares; 2025Q3: 163,078 shares; 2025Q4: 164,468 shares; 2026Q1: 169,403 shares; 2026Q2: 175,224 shares; 2026Q3: 213,230 shares 213,230 $54.2M 1.3% +38,006 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,507 shares; 2025Q1: 41,480 shares; 2025Q2: 43,272 shares; 2025Q3: 267,535 shares; 2025Q4: 263,474 shares; 2026Q1: 265,373 shares; 2026Q2: 263,251 shares; 2026Q3: 260,132 shares 260,132 $51.7M 1.24% -3,119 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,459 shares; 2025Q1: 45,637 shares; 2025Q2: 46,991 shares; 2025Q3: 49,001 shares; 2025Q4: 47,054 shares; 2026Q1: 47,593 shares; 2026Q2: 45,383 shares; 2026Q3: 65,596 shares 65,596 $47.3M 1.13% +20,213 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; 2024Q4: 1,215,658 shares; 2025Q1: 1,365,745 shares; 2025Q2: 1,327,687 shares; 2025Q3: 1,204,023 shares; 2025Q4: 1,322,300 shares; 2026Q1: 1,587,787 shares; 2026Q2: 2,167,958 shares; 2026Q3: 914,576 shares 914,576 $43.1M 1.03% -1,253,382 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; 2024Q4: 481,961 shares; 2025Q1: 514,152 shares; 2025Q2: 529,679 shares; 2025Q3: 559,295 shares; 2025Q4: 625,652 shares; 2026Q1: 682,426 shares; 2026Q2: 743,512 shares; 2026Q3: 794,381 shares 794,381 $37.3M 0.89% +50,869 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,408 shares; 2025Q1: 77,662 shares; 2025Q2: 80,962 shares; 2025Q3: 101,104 shares; 2025Q4: 132,533 shares; 2026Q1: 144,811 shares; 2026Q2: 301,098 shares; 2026Q3: 430,280 shares 430,280 $36.2M 0.87% +129,182 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,228 shares; 2025Q1: 69,073 shares; 2025Q2: 69,263 shares; 2025Q3: 73,094 shares; 2025Q4: 77,595 shares; 2026Q1: 76,629 shares; 2026Q2: 79,525 shares; 2026Q3: 95,009 shares 95,009 $34.2M 0.82% +15,484 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; 2024Q4: 15,086 shares; 2025Q1: 19,386 shares; 2025Q2: 21,251 shares; 2025Q3: 26,133 shares; 2025Q4: 26,349 shares; 2026Q1: 36,981 shares; 2026Q2: 35,895 shares; 2026Q3: 39,990 shares 39,990 $29.9M 0.72% +4,095 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 660,430 shares; 2025Q1: 911,946 shares; 2025Q2: 970,909 shares; 2025Q3: 1,000,835 shares; 2025Q4: 1,035,169 shares; 2026Q1: 1,036,722 shares; 2026Q2: 1,096,412 shares; 2026Q3: 1,094,441 shares 1,094,441 $29.6M 0.71% -1,971 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 163,041 shares; 2025Q1: 177,367 shares; 2025Q2: 184,519 shares; 2025Q3: 186,473 shares; 2025Q4: 186,833 shares; 2026Q1: 180,872 shares; 2026Q2: 177,618 shares; 2026Q3: 173,206 shares 173,206 $26.6M 0.64% -4,412 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; 2024Q4: 64,176 shares; 2025Q1: 83,445 shares; 2025Q2: 91,446 shares; 2025Q3: 118,682 shares; 2025Q4: 93,946 shares; 2026Q1: 189,589 shares; 2026Q2: 304,741 shares; 2026Q3: 307,639 shares 307,639 $25.3M 0.6% +2,898 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,809 shares; 2025Q2: 6,539 shares; 2025Q3: 12,127 shares; 2025Q4: 21,982 shares; 2026Q1: 22,780 shares; 2026Q2: 71,749 shares; 2026Q3: 318,057 shares 318,057 $25M 0.6% +246,308 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,690 shares; 2025Q1: 39,184 shares; 2025Q2: 38,192 shares; 2025Q3: 40,159 shares; 2025Q4: 36,950 shares; 2026Q1: 37,381 shares; 2026Q2: 39,346 shares; 2026Q3: 45,499 shares 45,499 $23.3M 0.56% +6,153 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,214 shares; 2025Q1: 67,149 shares; 2025Q2: 70,763 shares; 2025Q3: 125,442 shares; 2025Q4: 160,113 shares; 2026Q1: 194,623 shares; 2026Q2: 244,141 shares; 2026Q3: 246,073 shares 246,073 $23.1M 0.55% +1,932 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,323 shares; 2025Q1: 55,957 shares; 2025Q2: 52,269 shares; 2025Q3: 53,937 shares; 2025Q4: 54,703 shares; 2026Q1: 55,950 shares; 2026Q2: 56,016 shares; 2026Q3: 61,468 shares 61,468 $23.1M 0.55% +5,452 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,716 shares; 2025Q1: 42,499 shares; 2025Q2: 44,047 shares; 2025Q3: 46,117 shares; 2025Q4: 47,811 shares; 2026Q1: 50,587 shares; 2026Q2: 54,011 shares; 2026Q3: 67,827 shares 67,827 $22.5M 0.54% +13,816 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,149 shares; 2025Q1: 14,668 shares; 2025Q2: 14,698 shares; 2025Q3: 13,477 shares; 2025Q4: 14,519 shares; 2026Q1: 14,822 shares; 2026Q2: 16,064 shares; 2026Q3: 18,843 shares 18,843 $22M 0.53% +2,779 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 396,120 shares; 2025Q1: 409,744 shares; 2025Q2: 406,461 shares; 2025Q3: 422,652 shares; 2025Q4: 441,908 shares; 2026Q1: 482,749 shares; 2026Q2: 531,621 shares; 2026Q3: 600,801 shares 600,801 $21.4M 0.51% +69,180 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,369 shares; 2025Q1: 13,766 shares; 2025Q2: 13,233 shares; 2025Q3: 13,853 shares; 2025Q4: 13,627 shares; 2026Q1: 14,714 shares; 2026Q2: 17,183 shares; 2026Q3: 20,367 shares 20,367 $21.1M 0.5% +3,184 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 128,368 shares 128,368 $20.6M 0.49% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,244 shares; 2025Q1: 50,702 shares; 2025Q2: 53,197 shares; 2025Q3: 54,890 shares; 2025Q4: 55,132 shares; 2026Q1: 59,116 shares; 2026Q2: 237,501 shares; 2026Q3: 249,736 shares 249,736 $20.1M 0.48% +12,235 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,799 shares; 2025Q1: 100,055 shares; 2025Q2: 100,784 shares; 2025Q3: 98,309 shares; 2025Q4: 104,019 shares; 2026Q1: 107,648 shares; 2026Q2: 109,841 shares; 2026Q3: 258,464 shares 258,464 $18.9M 0.45% +148,623 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,847 shares; 2025Q1: 22,687 shares; 2025Q2: 19,556 shares; 2025Q3: 23,856 shares; 2025Q4: 24,331 shares; 2026Q1: 27,372 shares; 2026Q2: 28,201 shares; 2026Q3: 30,217 shares 30,217 $18.8M 0.45% +2,016 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,008 shares; 2025Q1: 16,012 shares; 2025Q2: 18,608 shares; 2025Q3: 22,224 shares; 2025Q4: 21,039 shares; 2026Q1: 22,292 shares; 2026Q2: 23,305 shares; 2026Q3: 23,761 shares 23,761 $18.4M 0.44% +456 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,242 shares; 2025Q1: 55,134 shares; 2025Q2: 56,620 shares; 2025Q3: 56,270 shares; 2025Q4: 57,607 shares; 2026Q1: 60,051 shares; 2026Q2: 60,211 shares; 2026Q3: 63,477 shares 63,477 $18.3M 0.44% +3,266 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; 2024Q4: 8,900 shares; 2025Q1: 7,207 shares; 2025Q2: 7,203 shares; 2025Q3: 7,249 shares; 2025Q4: 12,542 shares; 2026Q1: 13,209 shares; 2026Q2: 117,506 shares; 2026Q3: 135,352 shares 135,352 $17.2M 0.41% +17,846 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,130 shares; 2025Q1: 37,624 shares; 2025Q2: 41,344 shares; 2025Q3: 41,719 shares; 2025Q4: 46,725 shares; 2026Q1: 59,159 shares; 2026Q2: 69,490 shares; 2026Q3: 106,770 shares 106,770 $16.9M 0.41% +37,280 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,354 shares; 2025Q1: 25,385 shares; 2025Q2: 27,252 shares; 2025Q3: 27,871 shares; 2025Q4: 27,644 shares; 2026Q1: 26,534 shares; 2026Q2: 34,628 shares; 2026Q3: 43,032 shares 43,032 $16.1M 0.39% +8,404 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; 2024Q4: 11,054 shares; 2025Q1: 492,766 shares; 2025Q2: 509,143 shares; 2025Q3: 497,337 shares; 2025Q4: 502,881 shares; 2026Q1: 540,015 shares; 2026Q2: 540,035 shares; 2026Q3: 540,053 shares 540,053 $16.1M 0.38% +18 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,476 shares; 2025Q1: 14,095 shares; 2025Q2: 14,638 shares; 2025Q3: 14,327 shares; 2025Q4: 14,480 shares; 2026Q1: 16,128 shares; 2026Q2: 17,078 shares; 2026Q3: 18,986 shares 18,986 $14.8M 0.35% +1,908 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,137 shares; 2025Q1: 4,263 shares; 2025Q2: 11,490 shares; 2025Q3: 7,725 shares; 2025Q4: 7,827 shares; 2026Q1: 13,747 shares; 2026Q2: 14,045 shares; 2026Q3: 14,467 shares 14,467 $14.5M 0.35% +422 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,919 shares; 2025Q1: 43,427 shares; 2025Q2: 40,433 shares; 2025Q3: 36,082 shares; 2025Q4: 36,185 shares; 2026Q1: 38,980 shares; 2026Q2: 38,862 shares; 2026Q3: 39,825 shares 39,825 $14.2M 0.34% +963 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,131 shares; 2025Q1: 106,773 shares; 2025Q2: 107,809 shares; 2025Q3: 109,170 shares; 2025Q4: 110,511 shares; 2026Q1: 110,884 shares; 2026Q2: 130,165 shares; 2026Q3: 131,877 shares 131,877 $14.2M 0.34% +1,712 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,902 shares; 2025Q1: 28,911 shares; 2025Q2: 31,405 shares; 2025Q3: 31,791 shares; 2025Q4: 32,800 shares; 2026Q1: 61,097 shares; 2026Q2: 60,866 shares; 2026Q3: 63,654 shares 63,654 $14M 0.33% +2,788 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 82,592 shares 82,592 $13.9M 0.33% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121,701 shares; 2025Q1: 128,133 shares; 2025Q2: 129,920 shares; 2025Q3: 132,373 shares; 2025Q4: 138,264 shares; 2026Q1: 138,036 shares; 2026Q2: 138,786 shares; 2026Q3: 136,388 shares 136,388 $13.6M 0.33% -2,398 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,822 shares; 2025Q1: 37,245 shares; 2025Q2: 39,996 shares; 2025Q3: 42,064 shares; 2025Q4: 42,061 shares; 2026Q1: 43,207 shares; 2026Q2: 43,731 shares; 2026Q3: 49,199 shares 49,199 $13.4M 0.32% +5,468 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 163,093 shares; 2025Q1: 141,297 shares; 2025Q2: 151,021 shares; 2025Q3: 158,727 shares; 2025Q4: 158,679 shares; 2026Q1: 144,393 shares; 2026Q2: 154,312 shares; 2026Q3: 159,800 shares 159,800 $13.1M 0.31% +5,488 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,224 shares; 2025Q4: 157,426 shares; 2026Q1: 142,044 shares; 2026Q2: 142,052 shares; 2026Q3: 242,626 shares 242,626 $13.1M 0.31% +100,574 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,573 shares; 2025Q1: 91,607 shares; 2025Q2: 91,640 shares; 2025Q3: 91,668 shares; 2025Q4: 91,700 shares; 2026Q1: 92,022 shares; 2026Q2: 94,887 shares; 2026Q3: 97,159 shares 97,159 $12.6M 0.3% +2,272 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,992 shares; 2025Q1: 80,941 shares; 2025Q2: 77,418 shares; 2025Q3: 76,345 shares; 2025Q4: 78,125 shares; 2026Q1: 78,144 shares; 2026Q2: 96,086 shares; 2026Q3: 98,800 shares 98,800 $11.9M 0.28% +2,714 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 496,568 shares; 2025Q1: 574,349 shares; 2025Q2: 489,484 shares; 2025Q3: 489,352 shares; 2025Q4: 492,383 shares; 2026Q1: 494,149 shares; 2026Q2: 494,540 shares; 2026Q3: 471,085 shares 471,085 $11.3M 0.27% -23,455 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 112,239 shares 112,239 $10.7M 0.26% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,945 shares; 2025Q1: 26,747 shares; 2025Q2: 27,975 shares; 2025Q3: 29,711 shares; 2025Q4: 30,712 shares; 2026Q1: 34,444 shares; 2026Q2: 34,052 shares; 2026Q3: 41,616 shares 41,616 $10.7M 0.26% +7,564 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,684 shares; 2025Q1: 130,878 shares; 2025Q2: 136,549 shares; 2025Q3: 139,262 shares; 2025Q4: 136,595 shares; 2026Q1: 127,708 shares; 2026Q2: 113,919 shares; 2026Q3: 108,634 shares 108,634 $10.2M 0.24% -5,285 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,925 shares; 2025Q1: 63,541 shares; 2025Q2: 66,786 shares; 2025Q3: 70,755 shares; 2025Q4: 73,345 shares; 2026Q1: 76,664 shares; 2026Q2: 80,835 shares; 2026Q3: 91,238 shares 91,238 $10.1M 0.24% +10,403 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 102,209 shares 102,209 $9.74M 0.23% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 270,302 shares; 2025Q1: 277,518 shares; 2025Q2: 281,835 shares; 2025Q3: 272,123 shares; 2025Q4: 265,105 shares; 2026Q1: 264,567 shares; 2026Q2: 262,436 shares; 2026Q3: 259,628 shares 259,628 $9.43M 0.23% -2,808 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,298 shares; 2025Q1: 89,236 shares; 2025Q2: 80,603 shares; 2025Q3: 82,266 shares; 2025Q4: 84,262 shares; 2026Q1: 65,023 shares; 2026Q2: 65,076 shares; 2026Q3: 67,377 shares 67,377 $9.14M 0.22% +2,301 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,203 shares; 2025Q1: 10,922 shares; 2025Q2: 12,152 shares; 2025Q3: 12,195 shares; 2025Q4: 12,866 shares; 2026Q1: 14,700 shares; 2026Q2: 87,738 shares; 2026Q3: 98,404 shares 98,404 $8.99M 0.21% +10,666 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,856 shares; 2025Q1: 32,806 shares; 2025Q2: 33,303 shares; 2025Q3: 33,433 shares; 2025Q4: 48,351 shares; 2026Q1: 46,343 shares; 2026Q2: 44,527 shares; 2026Q3: 53,060 shares 53,060 $8.94M 0.21% +8,533 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,348 shares; 2025Q1: 28,730 shares; 2025Q2: 37,491 shares; 2025Q3: 30,503 shares; 2025Q4: 31,800 shares; 2026Q1: 31,998 shares; 2026Q2: 36,545 shares; 2026Q3: 43,095 shares 43,095 $8.64M 0.21% +6,550 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,669 shares; 2025Q1: 42,325 shares; 2025Q2: 45,297 shares; 2025Q3: 46,720 shares; 2025Q4: 46,605 shares; 2026Q1: 51,459 shares; 2026Q2: 54,110 shares; 2026Q3: 74,375 shares 74,375 $8.54M 0.2% +20,265 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,271 shares; 2025Q1: 91,050 shares; 2025Q2: 92,292 shares; 2025Q3: 92,352 shares; 2025Q4: 93,710 shares; 2026Q1: 93,710 shares; 2026Q2: 95,637 shares; 2026Q3: 95,637 shares 95,637 $8.47M 0.2% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,331 shares; 2025Q1: 7,148 shares; 2025Q2: 7,573 shares; 2025Q3: 8,084 shares; 2025Q4: 8,187 shares; 2026Q1: 8,512 shares; 2026Q2: 10,012 shares; 2026Q3: 10,543 shares 10,543 $8.39M 0.2% +531 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,293 shares; 2025Q1: 9,871 shares; 2025Q2: 10,192 shares; 2025Q3: 10,469 shares; 2025Q4: 108,735 shares; 2026Q1: 106,642 shares; 2026Q2: 106,863 shares; 2026Q3: 116,842 shares 116,842 $8.36M 0.2% +9,979 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; 2024Q4: 13,382 shares; 2025Q1: 13,308 shares; 2025Q2: 12,854 shares; 2025Q3: 13,847 shares; 2025Q4: 14,889 shares; 2026Q1: 32,969 shares; 2026Q2: 33,978 shares; 2026Q3: 34,008 shares 34,008 $7.93M 0.19% +30 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,011 shares; 2025Q1: 11,613 shares; 2025Q2: 55,312 shares; 2025Q3: 63,832 shares; 2025Q4: 64,945 shares; 2026Q1: 65,221 shares; 2026Q2: 65,274 shares; 2026Q3: 68,566 shares 68,566 $7.92M 0.19% +3,292 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,368 shares; 2025Q1: 10,777 shares; 2025Q2: 11,299 shares; 2025Q3: 11,725 shares; 2025Q4: 11,828 shares; 2026Q1: 11,063 shares; 2026Q2: 11,212 shares; 2026Q3: 13,657 shares 13,657 $7.85M 0.19% +2,445 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,965 shares; 2025Q1: 96,852 shares; 2025Q2: 92,013 shares; 2025Q3: 94,758 shares; 2025Q4: 99,717 shares; 2026Q1: 100,519 shares; 2026Q2: 222,110 shares; 2026Q3: 233,756 shares 233,756 $7.75M 0.19% +11,646 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,015 shares; 2025Q3: 40,006 shares; 2025Q4: 40,056 shares; 2026Q1: 40,231 shares; 2026Q2: 40,281 shares; 2026Q3: 40,937 shares 40,937 $7.7M 0.18% +656 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,610 shares; 2025Q1: 11,628 shares; 2025Q2: 12,268 shares; 2025Q3: 12,761 shares; 2025Q4: 13,816 shares; 2026Q1: 13,406 shares; 2026Q2: 13,803 shares; 2026Q3: 14,642 shares 14,642 $7.46M 0.18% +839 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,465 shares; 2025Q1: 5,821 shares; 2025Q2: 6,129 shares; 2025Q3: 6,294 shares; 2025Q4: 6,282 shares; 2026Q1: 6,799 shares; 2026Q2: 6,879 shares; 2026Q3: 7,851 shares 7,851 $7.44M 0.18% +972 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,391 shares; 2025Q1: 7,143 shares; 2025Q2: 9,332 shares; 2025Q3: 8,588 shares; 2025Q4: 23,862 shares; 2026Q1: 22,963 shares; 2026Q2: 45,348 shares; 2026Q3: 48,777 shares 48,777 $7.36M 0.18% +3,429 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,995 shares; 2025Q1: 17,362 shares; 2025Q2: 24,439 shares; 2025Q3: 25,239 shares; 2025Q4: 26,007 shares; 2026Q1: 17,485 shares; 2026Q2: 17,732 shares; 2026Q3: 22,354 shares 22,354 $7.17M 0.17% +4,622 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,263 shares; 2025Q1: 53,407 shares; 2025Q2: 63,475 shares; 2025Q3: 52,900 shares; 2025Q4: 65,259 shares; 2026Q1: 66,582 shares; 2026Q2: 69,092 shares; 2026Q3: 80,484 shares 80,484 $7.06M 0.17% +11,392 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 142,261 shares; 2025Q1: 151,984 shares; 2025Q2: 153,314 shares; 2025Q3: 153,109 shares; 2025Q4: 151,015 shares; 2026Q1: 151,071 shares; 2026Q2: 146,761 shares; 2026Q3: 143,716 shares 143,716 $7.05M 0.17% -3,045 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,688 shares; 2025Q1: 17,234 shares; 2025Q2: 19,649 shares; 2025Q3: 20,255 shares; 2025Q4: 20,365 shares; 2026Q1: 18,677 shares; 2026Q2: 19,322 shares; 2026Q3: 22,826 shares 22,826 $6.98M 0.17% +3,504 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,345 shares; 2025Q1: 16,131 shares; 2025Q2: 16,072 shares; 2025Q3: 16,293 shares; 2025Q4: 14,596 shares; 2026Q1: 13,813 shares; 2026Q2: 65,948 shares; 2026Q3: 66,309 shares 66,309 $6.94M 0.17% +361 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,577 shares; 2025Q1: 46,363 shares; 2025Q2: 52,293 shares; 2025Q3: 52,314 shares; 2025Q4: 54,412 shares; 2026Q1: 49,230 shares; 2026Q2: 69,313 shares; 2026Q3: 72,515 shares 72,515 $6.76M 0.16% +3,202 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,957 shares; 2025Q1: 18,796 shares; 2025Q2: 18,863 shares; 2025Q3: 23,032 shares; 2025Q4: 25,260 shares; 2026Q1: 25,507 shares; 2026Q2: 26,677 shares; 2026Q3: 28,478 shares 28,478 $6.76M 0.16% +1,801 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,261 shares; 2025Q1: 43,414 shares; 2025Q2: 42,130 shares; 2025Q3: 38,763 shares; 2025Q4: 39,980 shares; 2026Q1: 41,413 shares; 2026Q2: 45,473 shares; 2026Q3: 48,463 shares 48,463 $6.65M 0.16% +2,990 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,898 shares; 2025Q1: 5,038 shares; 2025Q2: 5,140 shares; 2025Q3: 5,524 shares; 2025Q4: 5,586 shares; 2026Q1: 5,805 shares; 2026Q2: 5,942 shares; 2026Q3: 7,523 shares 7,523 $6.64M 0.16% +1,581 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,762 shares; 2025Q1: 15,023 shares; 2025Q2: 12,104 shares; 2025Q3: 19,364 shares; 2025Q4: 20,619 shares; 2026Q1: 21,095 shares; 2026Q2: 21,343 shares; 2026Q3: 30,131 shares 30,131 $6.37M 0.15% +8,788 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,132 shares; 2025Q1: 69,424 shares; 2025Q2: 69,691 shares; 2025Q3: 69,691 shares; 2025Q4: 70,734 shares; 2026Q1: 70,861 shares; 2026Q2: 70,581 shares; 2026Q3: 71,327 shares 71,327 $6.37M 0.15% +746 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,195 shares; 2025Q1: 4,056 shares; 2025Q2: 4,229 shares; 2025Q3: 3,931 shares; 2025Q4: 4,210 shares; 2026Q1: 4,524 shares; 2026Q2: 17,964 shares; 2026Q3: 23,712 shares 23,712 $6.24M 0.15% +5,748 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,482 shares; 2025Q1: 46,684 shares; 2025Q2: 46,725 shares; 2025Q3: 47,218 shares; 2025Q4: 52,790 shares; 2026Q1: 58,562 shares; 2026Q2: 94,537 shares; 2026Q3: 122,299 shares 122,299 $6.16M 0.15% +27,762 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; 2024Q4: 14,725 shares; 2025Q1: 13,574 shares; 2025Q2: 13,065 shares; 2025Q3: 13,070 shares; 2025Q4: 27,213 shares; 2026Q1: 24,442 shares; 2026Q2: 24,453 shares; 2026Q3: 29,204 shares 29,204 $5.78M 0.14% +4,751 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,406 shares; 2025Q1: 4,287 shares; 2025Q2: 3,964 shares; 2025Q3: 4,167 shares; 2025Q4: 4,399 shares; 2026Q1: 12,957 shares; 2026Q2: 13,312 shares; 2026Q3: 14,194 shares 14,194 $5.76M 0.14% +882 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; 2024Q4: 17,991 shares; 2025Q1: 19,035 shares; 2025Q2: 19,655 shares; 2025Q3: 20,141 shares; 2025Q4: 20,362 shares; 2026Q1: 22,862 shares; 2026Q2: 23,703 shares; 2026Q3: 27,220 shares 27,220 $5.74M 0.14% +3,517 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,625 shares; 2025Q1: 18,016 shares; 2025Q2: 18,858 shares; 2025Q3: 19,690 shares; 2025Q4: 19,695 shares; 2026Q1: 21,044 shares; 2026Q2: 21,855 shares; 2026Q3: 30,500 shares 30,500 $5.62M 0.13% +8,645 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,562 shares; 2025Q1: 19,836 shares; 2025Q2: 20,530 shares; 2025Q3: 22,608 shares; 2025Q4: 23,531 shares; 2026Q1: 25,861 shares; 2026Q2: 28,290 shares; 2026Q3: 39,432 shares 39,432 $5.61M 0.13% +11,142 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,725 shares; 2025Q1: 7,851 shares; 2025Q2: 7,941 shares; 2025Q3: 8,298 shares; 2025Q4: 8,860 shares; 2026Q1: 8,693 shares; 2026Q2: 7,941 shares; 2026Q3: 12,008 shares 12,008 $5.5M 0.13% +4,067 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 18,424 shares; 2025Q2: 12,871 shares; 2025Q3: 17,684 shares; 2025Q4: 20,944 shares; 2026Q1: 28,646 shares; 2026Q2: 32,396 shares; 2026Q3: 51,184 shares 51,184 $5.48M 0.13% +18,788 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,781 shares; 2025Q1: 12,096 shares; 2025Q2: 11,029 shares; 2025Q3: 15,040 shares; 2025Q4: 14,995 shares; 2026Q1: 13,044 shares; 2026Q2: 13,166 shares; 2026Q3: 14,613 shares 14,613 $5.42M 0.13% +1,447 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 7 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 7 shares 7 $5.37M 0.13% +1 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,130 shares; 2025Q1: 42,046 shares; 2025Q2: 34,815 shares; 2025Q3: 30,590 shares; 2025Q4: 26,475 shares; 2026Q1: 26,951 shares; 2026Q2: 27,408 shares; 2026Q3: 35,496 shares 35,496 $5.35M 0.13% +8,088 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,576 shares; 2025Q1: 27,576 shares; 2025Q2: 40,669 shares; 2025Q3: 40,669 shares; 2025Q4: 40,906 shares; 2026Q1: 40,922 shares; 2026Q2: 64,739 shares; 2026Q3: 64,838 shares 64,838 $5.1M 0.12% +99 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,481 shares; 2025Q1: 16,259 shares; 2025Q2: 17,334 shares; 2025Q3: 17,875 shares; 2025Q4: 17,848 shares; 2026Q1: 32,777 shares; 2026Q2: 32,598 shares; 2026Q3: 34,572 shares 34,572 $5.09M 0.12% +1,974 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,580 shares; 2025Q1: 5,757 shares; 2025Q2: 7,038 shares; 2025Q3: 7,530 shares; 2025Q4: 7,577 shares; 2026Q1: 7,701 shares; 2026Q2: 8,311 shares; 2026Q3: 11,395 shares 11,395 $5.06M 0.12% +3,084 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,744 shares; 2026Q1: 2,497 shares; 2026Q2: 2,845 shares; 2026Q3: 3,136 shares 3,136 $5.05M 0.12% +291 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; 2024Q4: 23,807 shares; 2025Q1: 25,254 shares; 2025Q2: 25,375 shares; 2025Q3: 26,951 shares; 2025Q4: 26,340 shares; 2026Q1: 30,183 shares; 2026Q2: 32,269 shares; 2026Q3: 31,861 shares 31,861 $5.04M 0.12% -408 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,027 shares; 2025Q1: 12,124 shares; 2025Q2: 11,722 shares; 2025Q3: 12,229 shares; 2025Q4: 12,896 shares; 2026Q1: 15,324 shares; 2026Q2: 17,876 shares; 2026Q3: 17,700 shares 17,700 $4.91M 0.12% -176 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,209 shares; 2025Q1: 9,209 shares; 2025Q2: 9,507 shares; 2025Q3: 9,727 shares; 2025Q4: 9,225 shares; 2026Q1: 33,042 shares; 2026Q2: 32,822 shares; 2026Q3: 33,813 shares 33,813 $4.87M 0.12% +991 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,484 shares; 2025Q1: 5,872 shares; 2025Q2: 5,888 shares; 2025Q3: 6,131 shares; 2025Q4: 6,168 shares; 2026Q1: 6,572 shares; 2026Q2: 6,729 shares; 2026Q3: 11,413 shares 11,413 $4.84M 0.12% +4,684 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,814 shares; 2025Q1: 7,545 shares; 2025Q2: 8,266 shares; 2025Q3: 7,950 shares; 2025Q4: 8,541 shares; 2026Q1: 8,435 shares; 2026Q2: 8,666 shares; 2026Q3: 11,577 shares 11,577 $4.72M 0.11% +2,911 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,476 shares; 2025Q1: 23,597 shares; 2025Q2: 24,349 shares; 2025Q3: 25,289 shares; 2025Q4: 25,162 shares; 2026Q1: 25,432 shares; 2026Q2: 26,048 shares; 2026Q3: 54,791 shares 54,791 $4.67M 0.11% +28,743 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,882 shares; 2025Q1: 5,151 shares; 2025Q2: 5,033 shares; 2025Q3: 5,182 shares; 2025Q4: 5,348 shares; 2026Q1: 6,812 shares; 2026Q2: 6,372 shares; 2026Q3: 13,280 shares 13,280 $4.54M 0.11% +6,908 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,232 shares; 2025Q1: 64,967 shares; 2025Q2: 66,386 shares; 2025Q3: 71,755 shares; 2025Q4: 74,007 shares; 2026Q1: 72,018 shares; 2026Q2: 76,386 shares; 2026Q3: 83,818 shares 83,818 $4.49M 0.11% +7,432 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,914 shares; 2025Q1: 10,283 shares; 2025Q2: 10,447 shares; 2025Q3: 10,401 shares; 2025Q4: 9,535 shares; 2026Q1: 9,096 shares; 2026Q2: 9,833 shares; 2026Q3: 11,130 shares 11,130 $4.44M 0.11% +1,297 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,402 shares; 2025Q1: 11,550 shares; 2025Q2: 12,040 shares; 2025Q3: 12,185 shares; 2025Q4: 12,295 shares; 2026Q1: 12,172 shares; 2026Q2: 12,631 shares; 2026Q3: 14,263 shares 14,263 $4.39M 0.11% +1,632 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,939 shares; 2026Q2: 9,102 shares; 2026Q3: 44,303 shares 44,303 $4.37M 0.1% +35,201 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,856 shares; 2025Q1: 6,581 shares; 2025Q2: 11,434 shares; 2025Q3: 11,886 shares; 2025Q4: 11,685 shares; 2026Q1: 12,719 shares; 2026Q2: 12,894 shares; 2026Q3: 15,064 shares 15,064 $4.24M 0.1% +2,170 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,285 shares; 2025Q1: 16,185 shares; 2025Q2: 16,470 shares; 2025Q3: 16,875 shares; 2025Q4: 17,954 shares; 2026Q1: 19,558 shares; 2026Q2: 19,980 shares; 2026Q3: 30,508 shares 30,508 $4.23M 0.1% +10,528 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 42,268 shares; 2025Q2: 42,269 shares; 2025Q3: 42,576 shares; 2025Q4: 42,578 shares; 2026Q1: 42,841 shares; 2026Q2: 42,816 shares; 2026Q3: 42,820 shares 42,820 $4.22M 0.1% +4 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,338 shares; 2025Q1: 2,211 shares; 2025Q2: 2,341 shares; 2025Q3: 2,018 shares; 2025Q4: 1,879 shares; 2026Q1: 1,943 shares; 2026Q2: 20,136 shares; 2026Q3: 21,373 shares 21,373 $4.2M 0.1% +1,237 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,074 shares; 2025Q1: 18,279 shares; 2025Q2: 18,168 shares; 2025Q3: 18,003 shares; 2025Q4: 18,045 shares; 2026Q1: 21,122 shares; 2026Q2: 20,206 shares; 2026Q3: 17,798 shares 17,798 $4.16M 0.1% -2,408 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,815 shares; 2025Q1: 112,167 shares; 2025Q2: 112,700 shares; 2025Q3: 146,963 shares; 2025Q4: 128,614 shares; 2026Q1: 128,698 shares; 2026Q2: 124,933 shares; 2026Q3: 136,521 shares 136,521 $4.16M 0.1% +11,588 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,756 shares; 2025Q1: 19,149 shares; 2025Q2: 17,866 shares; 2025Q3: 25,686 shares; 2025Q4: 15,757 shares; 2026Q1: 17,473 shares; 2026Q2: 19,508 shares; 2026Q3: 30,468 shares 30,468 $4.09M 0.1% +10,960 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,411 shares; 2025Q1: 12,301 shares; 2025Q2: 10,110 shares; 2025Q3: 10,017 shares; 2025Q4: 9,537 shares; 2026Q1: 13,074 shares; 2026Q2: 13,789 shares; 2026Q3: 14,827 shares 14,827 $4.07M 0.1% +1,038 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,357 shares; 2025Q1: 66,386 shares; 2025Q2: 66,773 shares; 2025Q3: 72,674 shares; 2025Q4: 105,724 shares; 2026Q1: 105,749 shares; 2026Q2: 106,492 shares; 2026Q3: 110,007 shares 110,007 $4.01M 0.1% +3,515 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,046 shares; 2025Q1: 52,046 shares; 2025Q2: 74,775 shares; 2025Q3: 74,775 shares; 2025Q4: 91,981 shares; 2026Q1: 76,662 shares; 2026Q2: 76,679 shares; 2026Q3: 88,124 shares 88,124 $3.98M 0.1% +11,445 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; 2024Q4: 44,857 shares; 2025Q1: 44,609 shares; 2025Q2: 43,034 shares; 2025Q3: 43,035 shares; 2025Q4: 43,039 shares; 2026Q1: 43,041 shares; 2026Q2: 44,126 shares; 2026Q3: 45,520 shares 45,520 $3.89M 0.09% +1,394 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; 2024Q4: 2,162 shares; 2025Q1: 2,175 shares; 2025Q2: 2,222 shares; 2025Q3: 2,274 shares; 2025Q4: 2,248 shares; 2026Q1: 2,194 shares; 2026Q2: 2,298 shares; 2026Q3: 3,701 shares 3,701 $3.89M 0.09% +1,403 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; 2024Q4: 81,883 shares; 2025Q1: 88,546 shares; 2025Q2: 88,675 shares; 2025Q3: 84,451 shares; 2025Q4: 84,495 shares; 2026Q1: 84,517 shares; 2026Q2: 84,780 shares; 2026Q3: 164,010 shares 164,010 $3.82M 0.09% +79,230 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,114 shares; 2025Q1: 10,717 shares; 2025Q2: 11,308 shares; 2025Q3: 13,029 shares; 2025Q4: 12,845 shares; 2026Q1: 12,953 shares; 2026Q2: 13,161 shares; 2026Q3: 12,730 shares 12,730 $3.79M 0.09% -431 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,086 shares; 2025Q1: 5,866 shares; 2025Q2: 6,437 shares; 2025Q3: 6,580 shares; 2025Q4: 6,592 shares; 2026Q1: 6,550 shares; 2026Q2: 7,014 shares; 2026Q3: 8,147 shares 8,147 $3.77M 0.09% +1,133 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,034 shares; 2025Q1: 3,064 shares; 2025Q2: 3,160 shares; 2025Q3: 3,285 shares; 2025Q4: 3,820 shares; 2026Q1: 3,883 shares; 2026Q2: 3,905 shares; 2026Q3: 3,983 shares 3,983 $3.77M 0.09% +78 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,389 shares; 2025Q1: 23,577 shares; 2025Q2: 23,706 shares; 2025Q3: 25,044 shares; 2025Q4: 24,261 shares; 2026Q1: 25,309 shares; 2026Q2: 26,112 shares; 2026Q3: 29,288 shares 29,288 $3.75M 0.09% +3,176 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,191 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,196 shares; 2026Q1: 2,196 shares; 2026Q2: 3,540 shares; 2026Q3: 36,122 shares 36,122 $3.63M 0.09% +32,582 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; 2024Q4: 58,704 shares; 2025Q1: 63,662 shares; 2025Q2: 67,162 shares; 2025Q3: 66,818 shares; 2025Q4: 63,291 shares; 2026Q1: 65,604 shares; 2026Q2: 64,284 shares; 2026Q3: 63,422 shares 63,422 $3.6M 0.09% -862 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,778 shares; 2025Q1: 4,843 shares; 2025Q2: 4,962 shares; 2025Q3: 5,026 shares; 2025Q4: 4,975 shares; 2026Q1: 5,064 shares; 2026Q2: 5,056 shares; 2026Q3: 5,178 shares 5,178 $3.55M 0.08% +122 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; 2024Q4: 9,498 shares; 2025Q1: 9,351 shares; 2025Q2: 9,765 shares; 2025Q3: 9,967 shares; 2025Q4: 10,088 shares; 2026Q1: 10,516 shares; 2026Q2: 10,172 shares; 2026Q3: 12,395 shares 12,395 $3.53M 0.08% +2,223 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,102 shares; 2025Q1: 6,432 shares; 2025Q2: 6,690 shares; 2025Q3: 5,948 shares; 2025Q4: 6,217 shares; 2026Q1: 6,284 shares; 2026Q2: 5,378 shares; 2026Q3: 8,163 shares 8,163 $3.39M 0.08% +2,785 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,486 shares; 2025Q1: 8,583 shares; 2025Q2: 8,997 shares; 2025Q3: 9,151 shares; 2025Q4: 9,152 shares; 2026Q1: 9,510 shares; 2026Q2: 9,669 shares; 2026Q3: 9,654 shares 9,654 $3.37M 0.08% -15 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,569 shares; 2025Q1: 13,450 shares; 2025Q2: 13,745 shares; 2025Q3: 14,229 shares; 2025Q4: 12,385 shares; 2026Q1: 11,572 shares; 2026Q2: 10,279 shares; 2026Q3: 11,255 shares 11,255 $3.33M 0.08% +976 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,346 shares; 2025Q1: 18,400 shares; 2025Q2: 17,839 shares; 2025Q3: 17,504 shares; 2025Q4: 17,530 shares; 2026Q1: 16,783 shares; 2026Q2: 16,537 shares; 2026Q3: 16,432 shares 16,432 $3.31M 0.08% -105 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,003 shares; 2025Q1: 2,163 shares; 2025Q2: 2,284 shares; 2025Q3: 2,352 shares; 2025Q4: 2,357 shares; 2026Q1: 2,380 shares; 2026Q2: 2,556 shares; 2026Q3: 3,494 shares 3,494 $3.25M 0.08% +938 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,847 shares; 2025Q1: 4,408 shares; 2025Q2: 4,666 shares; 2025Q3: 4,906 shares; 2025Q4: 3,760 shares; 2026Q1: 4,256 shares; 2026Q2: 4,725 shares; 2026Q3: 6,722 shares 6,722 $3.24M 0.08% +1,997 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 1,365 shares; 2026Q2: 1,586 shares; 2026Q3: 3,065 shares 3,065 $3.21M 0.08% +1,479 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,272 shares; 2025Q1: 42,885 shares; 2025Q2: 46,523 shares; 2025Q3: 46,523 shares; 2025Q4: 46,146 shares; 2026Q1: 46,094 shares; 2026Q2: 46,577 shares; 2026Q3: 48,421 shares 48,421 $3.14M 0.08% +1,844 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,983 shares; 2025Q1: 8,462 shares; 2025Q2: 9,347 shares; 2025Q3: 8,650 shares; 2025Q4: 8,192 shares; 2026Q1: 7,690 shares; 2026Q2: 13,293 shares; 2026Q3: 13,937 shares 13,937 $3.05M 0.07% +644 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,827 shares; 2025Q1: 12,594 shares; 2025Q2: 12,818 shares; 2025Q3: 12,901 shares; 2025Q4: 13,349 shares; 2026Q1: 11,595 shares; 2026Q2: 11,701 shares; 2026Q3: 17,184 shares 17,184 $3.02M 0.07% +5,483 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,473 shares; 2025Q1: 8,804 shares; 2025Q2: 8,821 shares; 2025Q3: 8,837 shares; 2025Q4: 8,855 shares; 2026Q1: 6,829 shares; 2026Q2: 6,843 shares; 2026Q3: 6,858 shares 6,858 $3.01M 0.07% +15 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,795 shares; 2025Q1: 17,083 shares; 2025Q2: 15,764 shares; 2025Q3: 17,242 shares; 2025Q4: 17,811 shares; 2026Q1: 16,942 shares; 2026Q2: 17,514 shares; 2026Q3: 28,073 shares 28,073 $3M 0.07% +10,559 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,972 shares; 2025Q1: 12,398 shares; 2025Q2: 13,524 shares; 2025Q3: 14,238 shares; 2025Q4: 13,622 shares; 2026Q1: 14,426 shares; 2026Q2: 14,551 shares; 2026Q3: 15,935 shares 15,935 $2.99M 0.07% +1,384 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,553 shares; 2025Q1: 16,595 shares; 2025Q2: 18,382 shares; 2025Q3: 18,421 shares; 2025Q4: 19,159 shares; 2026Q1: 18,566 shares; 2026Q2: 18,588 shares; 2026Q3: 21,701 shares 21,701 $2.98M 0.07% +3,113 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,395 shares; 2025Q1: 11,953 shares; 2025Q2: 13,065 shares; 2025Q3: 13,238 shares; 2025Q4: 13,430 shares; 2026Q1: 13,247 shares; 2026Q2: 12,349 shares; 2026Q3: 13,128 shares 13,128 $2.97M 0.07% +779 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,220 shares; 2025Q1: 123,247 shares; 2025Q2: 189,850 shares; 2025Q3: 177,328 shares; 2025Q4: 125,013 shares; 2026Q1: 127,858 shares; 2026Q2: 121,250 shares; 2026Q3: 119,004 shares 119,004 $2.96M 0.07% -2,246 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; 2024Q4: 3,690 shares; 2025Q1: 3,636 shares; 2025Q2: 3,618 shares; 2025Q3: 3,715 shares; 2025Q4: 3,894 shares; 2026Q1: 8,961 shares; 2026Q2: 7,787 shares; 2026Q3: 8,191 shares 8,191 $2.96M 0.07% +404 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,420 shares; 2025Q1: 34,176 shares; 2025Q2: 34,291 shares; 2025Q3: 36,300 shares; 2025Q4: 33,688 shares; 2026Q1: 39,604 shares; 2026Q2: 32,996 shares; 2026Q3: 32,207 shares 32,207 $2.88M 0.07% -789 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,765 shares; 2025Q1: 5,870 shares; 2025Q2: 9,016 shares; 2025Q3: 9,584 shares; 2025Q4: 10,206 shares; 2026Q1: 11,292 shares; 2026Q2: 11,261 shares; 2026Q3: 14,392 shares 14,392 $2.87M 0.07% +3,131 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,292 shares; 2025Q1: 12,488 shares; 2025Q2: 24,793 shares; 2025Q3: 29,345 shares; 2025Q4: 37,084 shares; 2026Q1: 37,239 shares; 2026Q2: 35,791 shares; 2026Q3: 37,109 shares 37,109 $2.85M 0.07% +1,318 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,838 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,916 shares; 2026Q3: 50,656 shares 50,656 $2.85M 0.07% -9,260 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133,303 shares; 2026Q2: 30,978 shares; 2026Q3: 28,543 shares 28,543 $2.8M 0.07% -2,435 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; 2024Q4: not reported; 2025Q1: 5,057 shares; 2025Q2: 5,094 shares; 2025Q3: 15,185 shares; 2025Q4: 6,104 shares; 2026Q1: 6,518 shares; 2026Q2: 6,565 shares; 2026Q3: 57,550 shares 57,550 $2.79M 0.07% +50,985 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,485 shares; 2025Q1: 2,458 shares; 2025Q2: 2,664 shares; 2025Q3: 2,763 shares; 2025Q4: 2,716 shares; 2026Q1: 2,459 shares; 2026Q2: 2,506 shares; 2026Q3: 2,616 shares 2,616 $2.79M 0.07% +110 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,782 shares; 2025Q1: 3,067 shares; 2025Q2: 3,117 shares; 2025Q3: 3,128 shares; 2025Q4: 3,221 shares; 2026Q1: 3,265 shares; 2026Q2: 3,393 shares; 2026Q3: 4,257 shares 4,257 $2.78M 0.07% +864 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,148 shares; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,662 shares; 2025Q4: 2,786 shares; 2026Q1: 3,888 shares; 2026Q2: 3,951 shares; 2026Q3: 4,825 shares 4,825 $2.77M 0.07% +874 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,834 shares; 2025Q1: 23,249 shares; 2025Q2: 24,603 shares; 2025Q3: 31,166 shares; 2025Q4: 36,991 shares; 2026Q1: 51,735 shares; 2026Q2: 41,785 shares; 2026Q3: 99,498 shares 99,498 $2.77M 0.07% +57,713 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,400 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares; 2026Q1: 15,400 shares; 2026Q2: 15,400 shares; 2026Q3: 15,400 shares 15,400 $2.76M 0.07% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 671 shares; 2025Q1: 1,054 shares; 2025Q2: 1,068 shares; 2025Q3: 1,102 shares; 2025Q4: 1,104 shares; 2026Q1: 1,181 shares; 2026Q2: 1,194 shares; 2026Q3: 2,006 shares 2,006 $2.75M 0.07% +812 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,811 shares; 2025Q1: 4,718 shares; 2025Q2: 5,143 shares; 2025Q3: 5,316 shares; 2025Q4: 5,879 shares; 2026Q1: 5,861 shares; 2026Q2: 6,213 shares; 2026Q3: 12,341 shares 12,341 $2.71M 0.06% +6,128 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,043 shares; 2025Q1: 6,047 shares; 2025Q2: 5,277 shares; 2025Q3: 5,460 shares; 2025Q4: 5,906 shares; 2026Q1: 6,468 shares; 2026Q2: 7,078 shares; 2026Q3: 9,302 shares 9,302 $2.68M 0.06% +2,224 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,618 shares; 2025Q1: 3,617 shares; 2025Q2: 3,048 shares; 2025Q3: 3,012 shares; 2025Q4: 3,408 shares; 2026Q1: 3,975 shares; 2026Q2: 2,982 shares; 2026Q3: 12,159 shares 12,159 $2.64M 0.06% +9,177 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; 2024Q4: 3,597 shares; 2025Q1: 3,845 shares; 2025Q2: 3,683 shares; 2025Q3: 3,888 shares; 2025Q4: 3,964 shares; 2026Q1: 4,101 shares; 2026Q2: 4,279 shares; 2026Q3: 8,296 shares 8,296 $2.63M 0.06% +4,017 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; 2024Q4: 28,499 shares; 2025Q1: 28,128 shares; 2025Q2: 28,236 shares; 2025Q3: 26,100 shares; 2025Q4: 27,444 shares; 2026Q1: 25,255 shares; 2026Q2: 23,465 shares; 2026Q3: 23,712 shares 23,712 $2.62M 0.06% +247 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,362 shares; 2025Q1: 7,624 shares; 2025Q2: 7,849 shares; 2025Q3: 8,239 shares; 2025Q4: 8,236 shares; 2026Q1: 7,648 shares; 2026Q2: 12,717 shares; 2026Q3: 23,206 shares 23,206 $2.61M 0.06% +10,489 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,656 shares; 2025Q1: 16,811 shares; 2025Q2: 16,644 shares; 2025Q3: 15,397 shares; 2025Q4: 18,962 shares; 2026Q1: 17,402 shares; 2026Q2: 12,110 shares; 2026Q3: 11,421 shares 11,421 $2.6M 0.06% -689 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,759 shares; 2025Q1: 38,459 shares; 2025Q2: 42,316 shares; 2025Q3: 54,789 shares; 2025Q4: 50,591 shares; 2026Q1: 55,771 shares; 2026Q2: 62,711 shares; 2026Q3: 79,393 shares 79,393 $2.59M 0.06% +16,682 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,950 shares; 2025Q1: 5,907 shares; 2025Q2: 6,952 shares; 2025Q3: 7,596 shares; 2025Q4: 9,599 shares; 2026Q1: 11,340 shares; 2026Q2: 11,599 shares; 2026Q3: 13,675 shares 13,675 $2.57M 0.06% +2,076 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; 2024Q4: 20,558 shares; 2025Q1: 24,161 shares; 2025Q2: 25,696 shares; 2025Q3: 27,173 shares; 2025Q4: 27,066 shares; 2026Q1: 26,333 shares; 2026Q2: 24,665 shares; 2026Q3: 36,464 shares 36,464 $2.56M 0.06% +11,799 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,728 shares; 2025Q1: 8,482 shares; 2025Q2: 8,710 shares; 2025Q3: 9,050 shares; 2025Q4: 9,058 shares; 2026Q1: 9,030 shares; 2026Q2: 9,624 shares; 2026Q3: 11,446 shares 11,446 $2.55M 0.06% +1,822 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,745 shares; 2025Q1: 3,326 shares; 2025Q2: 3,182 shares; 2025Q3: 3,039 shares; 2025Q4: 2,352 shares; 2026Q1: 9,844 shares; 2026Q2: 10,424 shares; 2026Q3: 11,924 shares 11,924 $2.53M 0.06% +1,500 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,159 shares; 2025Q1: 16,023 shares; 2025Q2: 15,949 shares; 2025Q3: 17,778 shares; 2025Q4: 18,611 shares; 2026Q1: 20,403 shares; 2026Q2: 25,365 shares; 2026Q3: 32,452 shares 32,452 $2.51M 0.06% +7,087 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; 2024Q4: 27,795 shares; 2025Q1: 26,868 shares; 2025Q2: 27,144 shares; 2025Q3: 25,400 shares; 2025Q4: 24,309 shares; 2026Q1: 20,431 shares; 2026Q2: 19,956 shares; 2026Q3: 18,845 shares 18,845 $2.47M 0.06% -1,111 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,568 shares; 2025Q1: 16,307 shares; 2025Q2: 16,948 shares; 2025Q3: 17,596 shares; 2025Q4: 18,070 shares; 2026Q1: 18,905 shares; 2026Q2: 18,745 shares; 2026Q3: 25,429 shares 25,429 $2.46M 0.06% +6,684 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,471 shares; 2025Q1: 23,471 shares; 2025Q2: 23,039 shares; 2025Q3: 22,956 shares; 2025Q4: 23,010 shares; 2026Q1: 21,032 shares; 2026Q2: 21,470 shares; 2026Q3: 21,470 shares 21,470 $2.46M 0.06% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,000 shares; 2025Q1: 31,168 shares; 2025Q2: 35,096 shares; 2025Q3: 35,136 shares; 2025Q4: 35,991 shares; 2026Q1: 36,165 shares; 2026Q2: 43,494 shares; 2026Q3: 49,593 shares 49,593 $2.44M 0.06% +6,099 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,221 shares; 2025Q1: 8,379 shares; 2025Q2: 8,706 shares; 2025Q3: 9,222 shares; 2025Q4: 9,279 shares; 2026Q1: 9,524 shares; 2026Q2: 9,931 shares; 2026Q3: 10,724 shares 10,724 $2.39M 0.06% +793 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,214 shares; 2025Q1: 29,190 shares; 2025Q2: 30,922 shares; 2025Q3: 32,125 shares; 2025Q4: 31,279 shares; 2026Q1: 27,899 shares; 2026Q2: 23,000 shares; 2026Q3: 23,879 shares 23,879 $2.35M 0.06% +879 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,885 shares; 2025Q1: 4,134 shares; 2025Q2: 4,314 shares; 2025Q3: 4,316 shares; 2025Q4: 4,455 shares; 2026Q1: 3,515 shares; 2026Q2: 6,696 shares; 2026Q3: 7,671 shares 7,671 $2.33M 0.06% +975 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,378 shares; 2025Q1: 4,398 shares; 2025Q2: 4,422 shares; 2025Q3: 4,443 shares; 2025Q4: 4,469 shares; 2026Q1: 9,862 shares; 2026Q2: 15,220 shares; 2026Q3: 15,415 shares 15,415 $2.3M 0.06% +195 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,273 shares; 2025Q1: 21,238 shares; 2025Q2: 20,474 shares; 2025Q3: 20,479 shares; 2025Q4: 20,486 shares; 2026Q1: 20,631 shares; 2026Q2: 24,376 shares; 2026Q3: 24,732 shares 24,732 $2.29M 0.05% +356 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,858 shares; 2025Q1: 15,858 shares; 2025Q2: 15,485 shares; 2025Q3: 15,485 shares; 2025Q4: 16,080 shares; 2026Q1: 20,368 shares; 2026Q2: 19,369 shares; 2026Q3: 21,573 shares 21,573 $2.22M 0.05% +2,204 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,345 shares; 2025Q1: 10,593 shares; 2025Q2: 11,331 shares; 2025Q3: 11,303 shares; 2025Q4: 9,951 shares; 2026Q1: 10,267 shares; 2026Q2: 10,520 shares; 2026Q3: 10,933 shares 10,933 $2.2M 0.05% +413 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,998 shares; 2025Q1: 7,438 shares; 2025Q2: 7,631 shares; 2025Q3: 7,812 shares; 2025Q4: 7,904 shares; 2026Q1: 8,019 shares; 2026Q2: 7,930 shares; 2026Q3: 7,802 shares 7,802 $2.2M 0.05% -128 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,044 shares; 2025Q1: 15,389 shares; 2025Q2: 13,124 shares; 2025Q3: 10,217 shares; 2025Q4: 83,827 shares; 2026Q1: 98,849 shares; 2026Q2: 123,879 shares; 2026Q3: 121,546 shares 121,546 $2.16M 0.05% -2,333 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,589 shares; 2025Q1: 62,297 shares; 2025Q2: 62,537 shares; 2025Q3: 63,264 shares; 2025Q4: 62,837 shares; 2026Q1: 61,699 shares; 2026Q2: 139,669 shares; 2026Q3: 139,800 shares 139,800 $2.15M 0.05% +131 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,258 shares; 2025Q1: 43,462 shares; 2025Q2: 42,863 shares; 2025Q3: 42,863 shares; 2025Q4: 48,358 shares; 2026Q1: 48,645 shares; 2026Q2: 48,654 shares; 2026Q3: 43,372 shares 43,372 $2.15M 0.05% -5,282 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,664 shares; 2025Q1: 4,658 shares; 2025Q2: 6,261 shares; 2025Q3: 6,383 shares; 2025Q4: 7,414 shares; 2026Q1: 7,509 shares; 2026Q2: 9,217 shares; 2026Q3: 7,661 shares 7,661 $2.15M 0.05% -1,556 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,844 shares; 2025Q1: 14,354 shares; 2025Q2: 14,929 shares; 2025Q3: 16,190 shares; 2025Q4: 15,423 shares; 2026Q1: 16,204 shares; 2026Q2: 17,219 shares; 2026Q3: 18,409 shares 18,409 $2.15M 0.05% +1,190 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,214 shares; 2025Q1: 1,195 shares; 2025Q2: 1,224 shares; 2025Q3: 1,160 shares; 2025Q4: 1,227 shares; 2026Q1: 1,212 shares; 2026Q2: 1,036 shares; 2026Q3: 1,213 shares 1,213 $2.15M 0.05% +177 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 55,642 shares 55,642 $2.12M 0.05% new MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,146 shares; 2025Q1: 11,836 shares; 2025Q2: 14,333 shares; 2025Q3: 13,628 shares; 2025Q4: 14,326 shares; 2026Q1: 14,643 shares; 2026Q2: 15,901 shares; 2026Q3: 48,280 shares 48,280 $2.11M 0.05% +32,379 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 18,343 shares; 2025Q2: 18,344 shares; 2025Q3: 18,344 shares; 2025Q4: 18,344 shares; 2026Q1: 18,345 shares; 2026Q2: 18,345 shares; 2026Q3: 18,346 shares 18,346 $2.1M 0.05% +1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,519 shares; 2025Q1: 4,758 shares; 2025Q2: 5,002 shares; 2025Q3: 5,017 shares; 2025Q4: 5,126 shares; 2026Q1: 4,383 shares; 2026Q2: 3,944 shares; 2026Q3: 5,164 shares 5,164 $2.08M 0.05% +1,220 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,809 shares; 2025Q1: 6,451 shares; 2025Q2: 7,168 shares; 2025Q3: 6,779 shares; 2025Q4: 7,622 shares; 2026Q1: 9,101 shares; 2026Q2: 10,215 shares; 2026Q3: 10,876 shares 10,876 $2.06M 0.05% +661 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 916 shares; 2025Q1: 1,036 shares; 2025Q2: 16,071 shares; 2025Q3: 16,764 shares; 2025Q4: 15,758 shares; 2026Q1: 15,853 shares; 2026Q2: 16,279 shares; 2026Q3: 23,762 shares 23,762 $2.04M 0.05% +7,483 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,991 shares; 2025Q1: 5,965 shares; 2025Q2: 6,237 shares; 2025Q3: 5,352 shares; 2025Q4: 5,244 shares; 2026Q1: 5,384 shares; 2026Q2: 5,743 shares; 2026Q3: 5,932 shares 5,932 $2.04M 0.05% +189 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,403 shares; 2025Q1: 11,110 shares; 2025Q2: 12,191 shares; 2025Q3: 14,311 shares; 2025Q4: 15,305 shares; 2026Q1: 19,100 shares; 2026Q2: 20,635 shares; 2026Q3: 23,129 shares 23,129 $2.03M 0.05% +2,494 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,650 shares; 2025Q1: 5,135 shares; 2025Q2: 4,681 shares; 2025Q3: 4,704 shares; 2025Q4: 4,809 shares; 2026Q1: 5,375 shares; 2026Q2: 5,718 shares; 2026Q3: 7,184 shares 7,184 $2M 0.05% +1,466 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,112 shares; 2025Q1: 4,384 shares; 2025Q2: 4,828 shares; 2025Q3: 4,834 shares; 2025Q4: 4,480 shares; 2026Q1: 4,036 shares; 2026Q2: 4,708 shares; 2026Q3: 4,711 shares 4,711 $1.99M 0.05% +3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,518 shares; 2026Q3: 6,444 shares 6,444 $1.98M 0.05% -74 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,322 shares; 2025Q1: 7,095 shares; 2025Q2: 6,919 shares; 2025Q3: 7,128 shares; 2025Q4: 7,491 shares; 2026Q1: 7,570 shares; 2026Q2: 7,624 shares; 2026Q3: 7,045 shares 7,045 $1.97M 0.05% -579 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,833 shares; 2025Q1: 30,886 shares; 2025Q2: 33,400 shares; 2025Q3: 36,685 shares; 2025Q4: 30,363 shares; 2026Q1: 34,166 shares; 2026Q2: 34,629 shares; 2026Q3: 42,319 shares 42,319 $1.96M 0.05% +7,690 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,646 shares; 2025Q1: 5,652 shares; 2025Q2: 5,599 shares; 2025Q3: 5,605 shares; 2025Q4: 5,611 shares; 2026Q1: 5,848 shares; 2026Q2: 7,023 shares; 2026Q3: 5,727 shares 5,727 $1.95M 0.05% -1,296 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,447 shares; 2025Q1: 15,043 shares; 2025Q2: 18,151 shares; 2025Q3: 19,046 shares; 2025Q4: 19,799 shares; 2026Q1: 19,272 shares; 2026Q2: 22,967 shares; 2026Q3: 27,207 shares 27,207 $1.94M 0.05% +4,240 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,167 shares; 2025Q1: 20,048 shares; 2025Q2: 19,616 shares; 2025Q3: 19,616 shares; 2025Q4: 19,616 shares; 2026Q1: 19,616 shares; 2026Q2: 19,616 shares; 2026Q3: 19,616 shares 19,616 $1.94M 0.05% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 480 shares; 2025Q1: 499 shares; 2025Q2: 531 shares; 2025Q3: 553 shares; 2025Q4: 564 shares; 2026Q1: 13,315 shares; 2026Q2: 12,031 shares; 2026Q3: 12,085 shares 12,085 $1.93M 0.05% +54 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,492 shares; 2025Q1: 3,494 shares; 2025Q2: 3,516 shares; 2025Q3: 3,558 shares; 2025Q4: 3,621 shares; 2026Q1: 3,490 shares; 2026Q2: 3,574 shares; 2026Q3: 3,843 shares 3,843 $1.92M 0.05% +269 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,633 shares; 2025Q1: 4,355 shares; 2025Q2: 5,284 shares; 2025Q3: 3,299 shares; 2025Q4: 3,218 shares; 2026Q1: 3,383 shares; 2026Q2: 3,524 shares; 2026Q3: 3,792 shares 3,792 $1.91M 0.05% +268 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,268 shares; 2025Q1: 2,965 shares; 2025Q2: 3,604 shares; 2025Q3: 3,782 shares; 2025Q4: 3,731 shares; 2026Q1: 4,637 shares; 2026Q2: 4,984 shares; 2026Q3: 7,823 shares 7,823 $1.91M 0.05% +2,839 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; 2024Q4: 34,356 shares; 2025Q1: 37,028 shares; 2025Q2: 37,526 shares; 2025Q3: 38,777 shares; 2025Q4: 39,473 shares; 2026Q1: 37,636 shares; 2026Q2: 37,836 shares; 2026Q3: 39,753 shares 39,753 $1.9M 0.05% +1,917 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,071 shares; 2025Q1: 4,322 shares; 2025Q2: 4,281 shares; 2025Q3: 4,400 shares; 2025Q4: 3,830 shares; 2026Q1: 4,076 shares; 2026Q2: 3,908 shares; 2026Q3: 4,247 shares 4,247 $1.9M 0.05% +339 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 20,560 shares; 2025Q2: 20,575 shares; 2025Q3: 20,579 shares; 2025Q4: 21,652 shares; 2026Q1: 30,285 shares; 2026Q2: 28,039 shares; 2026Q3: 34,276 shares 34,276 $1.89M 0.05% +6,237 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,913 shares; 2025Q1: 19,453 shares; 2025Q2: 22,121 shares; 2025Q3: 23,478 shares; 2025Q4: 27,709 shares; 2026Q1: 27,020 shares; 2026Q2: 27,718 shares; 2026Q3: 33,085 shares 33,085 $1.89M 0.05% +5,367 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,635 shares; 2025Q1: 14,102 shares; 2025Q2: 14,687 shares; 2025Q3: 15,270 shares; 2025Q4: 15,904 shares; 2026Q1: 16,472 shares; 2026Q2: 18,146 shares; 2026Q3: 22,960 shares 22,960 $1.89M 0.05% +4,814 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,281 shares; 2025Q1: 8,644 shares; 2025Q2: 18,004 shares; 2025Q3: 18,803 shares; 2025Q4: 18,335 shares; 2026Q1: 35,142 shares; 2026Q2: 35,658 shares; 2026Q3: 36,918 shares 36,918 $1.86M 0.04% +1,260 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,714 shares; 2026Q2: 16,054 shares; 2026Q3: 15,351 shares 15,351 $1.86M 0.04% -703 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,183 shares; 2025Q1: 2,118 shares; 2025Q2: 1,065 shares; 2025Q3: 1,684 shares; 2025Q4: 1,829 shares; 2026Q1: 1,799 shares; 2026Q2: 1,615 shares; 2026Q3: 2,817 shares 2,817 $1.84M 0.04% +1,202 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,639 shares; 2025Q1: 12,424 shares; 2025Q2: 25,206 shares; 2025Q3: 25,319 shares; 2025Q4: 24,090 shares; 2026Q1: 15,410 shares; 2026Q2: 16,047 shares; 2026Q3: 17,032 shares 17,032 $1.82M 0.04% +985 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,636 shares; 2025Q1: 2,978 shares; 2025Q2: 3,170 shares; 2025Q3: 3,126 shares; 2025Q4: 3,167 shares; 2026Q1: 3,215 shares; 2026Q2: 3,669 shares; 2026Q3: 4,901 shares 4,901 $1.81M 0.04% +1,232 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,982 shares; 2026Q1: 41,557 shares; 2026Q2: 41,375 shares; 2026Q3: 33,368 shares 33,368 $1.8M 0.04% -8,007 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,290 shares; 2025Q1: 22,729 shares; 2025Q2: 23,349 shares; 2025Q3: 24,804 shares; 2025Q4: 25,000 shares; 2026Q1: 24,529 shares; 2026Q2: 24,512 shares; 2026Q3: 24,896 shares 24,896 $1.8M 0.04% +384 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,547 shares; 2025Q1: 2,921 shares; 2025Q2: 2,889 shares; 2025Q3: 2,940 shares; 2025Q4: 2,966 shares; 2026Q1: 3,074 shares; 2026Q2: 3,086 shares; 2026Q3: 3,509 shares 3,509 $1.8M 0.04% +423 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,170 shares; 2025Q2: 21,170 shares; 2025Q3: 21,170 shares; 2025Q4: 21,170 shares; 2026Q1: 21,170 shares; 2026Q2: 21,170 shares; 2026Q3: 21,170 shares 21,170 $1.8M 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,983 shares; 2025Q1: 2,969 shares; 2025Q2: 3,090 shares; 2025Q3: 3,159 shares; 2025Q4: 3,173 shares; 2026Q1: 3,310 shares; 2026Q2: 3,383 shares; 2026Q3: 3,809 shares 3,809 $1.79M 0.04% +426 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,174 shares; 2025Q4: 3,035 shares; 2026Q1: 3,764 shares; 2026Q2: 3,941 shares; 2026Q3: 4,546 shares 4,546 $1.79M 0.04% +605 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,329 shares; 2025Q1: 29,352 shares; 2025Q2: 29,534 shares; 2025Q3: 30,060 shares; 2025Q4: 30,300 shares; 2026Q1: 29,442 shares; 2026Q2: 29,363 shares; 2026Q3: 32,938 shares 32,938 $1.79M 0.04% +3,575 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,292 shares; 2025Q1: 6,735 shares; 2025Q2: 6,913 shares; 2025Q3: 7,487 shares; 2025Q4: 6,781 shares; 2026Q1: 5,966 shares; 2026Q2: 5,202 shares; 2026Q3: 6,550 shares 6,550 $1.77M 0.04% +1,348 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,727 shares; 2025Q1: 6,972 shares; 2025Q2: 7,040 shares; 2025Q3: 7,202 shares; 2025Q4: 7,389 shares; 2026Q1: 7,281 shares; 2026Q2: 7,560 shares; 2026Q3: 8,826 shares 8,826 $1.76M 0.04% +1,266 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,876 shares; 2025Q1: 10,318 shares; 2025Q2: 10,361 shares; 2025Q3: 10,425 shares; 2025Q4: 10,428 shares; 2026Q1: 10,354 shares; 2026Q2: 10,764 shares; 2026Q3: 11,090 shares 11,090 $1.76M 0.04% +326 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,391 shares; 2025Q1: 8,972 shares; 2025Q2: 10,857 shares; 2025Q3: 9,627 shares; 2025Q4: 16,440 shares; 2026Q1: 19,165 shares; 2026Q2: 19,377 shares; 2026Q3: 19,858 shares 19,858 $1.75M 0.04% +481 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,628 shares; 2025Q1: 2,605 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 2,776 shares; 2026Q1: 2,743 shares; 2026Q2: 11,215 shares; 2026Q3: 13,591 shares 13,591 $1.73M 0.04% +2,376 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,512 shares; 2025Q1: 15,145 shares; 2025Q2: 13,988 shares; 2025Q3: 13,618 shares; 2025Q4: 14,295 shares; 2026Q1: 15,990 shares; 2026Q2: 17,457 shares; 2026Q3: 18,372 shares 18,372 $1.71M 0.04% +915 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,853 shares; 2026Q1: 60,468 shares; 2026Q2: 60,468 shares; 2026Q3: 59,968 shares 59,968 $1.71M 0.04% -500 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,337 shares; 2025Q1: 5,310 shares; 2025Q2: 5,991 shares; 2025Q3: 5,919 shares; 2025Q4: 6,061 shares; 2026Q1: 5,923 shares; 2026Q2: 7,063 shares; 2026Q3: 7,325 shares 7,325 $1.69M 0.04% +262 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,599 shares; 2026Q3: 63,357 shares 63,357 $1.68M 0.04% +5,758 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,388 shares; 2025Q1: 7,562 shares; 2025Q2: 7,749 shares; 2025Q3: 8,188 shares; 2025Q4: 8,610 shares; 2026Q1: 9,866 shares; 2026Q2: 10,182 shares; 2026Q3: 10,862 shares 10,862 $1.67M 0.04% +680 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,773 shares; 2025Q1: 3,332 shares; 2025Q2: 3,476 shares; 2025Q3: 3,560 shares; 2025Q4: 3,569 shares; 2026Q1: 3,615 shares; 2026Q2: 3,498 shares; 2026Q3: 3,754 shares 3,754 $1.67M 0.04% +256 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,454 shares; 2025Q1: 5,389 shares; 2025Q2: 6,920 shares; 2025Q3: 7,343 shares; 2025Q4: 7,506 shares; 2026Q1: 9,518 shares; 2026Q2: 9,961 shares; 2026Q3: 10,749 shares 10,749 $1.64M 0.04% +788 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,755 shares; 2025Q1: 2,815 shares; 2025Q2: 2,896 shares; 2025Q3: 3,027 shares; 2025Q4: 2,790 shares; 2026Q1: 2,887 shares; 2026Q2: 4,034 shares; 2026Q3: 5,886 shares 5,886 $1.64M 0.04% +1,852 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,742 shares; 2025Q1: 2,961 shares; 2025Q2: 3,000 shares; 2025Q3: 3,491 shares; 2025Q4: 3,254 shares; 2026Q1: 3,421 shares; 2026Q2: 3,600 shares; 2026Q3: 5,795 shares 5,795 $1.63M 0.04% +2,195 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,006 shares; 2025Q1: 48,988 shares; 2025Q2: 49,022 shares; 2025Q3: 49,022 shares; 2025Q4: 49,014 shares; 2026Q1: 48,954 shares; 2026Q2: 48,954 shares; 2026Q3: 48,398 shares 48,398 $1.63M 0.04% -556 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,230 shares; 2025Q1: 38,960 shares; 2025Q2: 38,960 shares; 2025Q3: 38,960 shares; 2025Q4: 38,960 shares; 2026Q1: 38,988 shares; 2026Q2: 39,108 shares; 2026Q3: 41,103 shares 41,103 $1.63M 0.04% +1,995 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,880 shares; 2025Q1: 5,628 shares; 2025Q2: 5,707 shares; 2025Q3: 5,872 shares; 2025Q4: 6,511 shares; 2026Q1: 6,533 shares; 2026Q2: 6,608 shares; 2026Q3: 7,213 shares 7,213 $1.62M 0.04% +605 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,203 shares; 2025Q1: 17,055 shares; 2025Q2: 19,086 shares; 2025Q3: 19,952 shares; 2025Q4: 18,290 shares; 2026Q1: 17,913 shares; 2026Q2: 18,489 shares; 2026Q3: 18,829 shares 18,829 $1.62M 0.04% +340 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,880 shares; 2025Q1: 33,365 shares; 2025Q2: 49,838 shares; 2025Q3: 53,435 shares; 2025Q4: 58,502 shares; 2026Q1: 54,950 shares; 2026Q2: 55,448 shares; 2026Q3: 28,027 shares 28,027 $1.61M 0.04% -27,421 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,573 shares; 2025Q1: 9,815 shares; 2025Q2: 8,236 shares; 2025Q3: 9,687 shares; 2025Q4: 10,186 shares; 2026Q1: 11,198 shares; 2026Q2: 11,570 shares; 2026Q3: 12,496 shares 12,496 $1.6M 0.04% +926 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,758 shares; 2025Q1: 4,361 shares; 2025Q2: 4,764 shares; 2025Q3: 4,826 shares; 2025Q4: 4,790 shares; 2026Q1: 6,228 shares; 2026Q2: 6,486 shares; 2026Q3: 6,895 shares 6,895 $1.59M 0.04% +409 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,500 shares; 2025Q1: 2,761 shares; 2025Q2: 2,876 shares; 2025Q3: 2,906 shares; 2025Q4: 13,624 shares; 2026Q1: 10,566 shares; 2026Q2: 10,157 shares; 2026Q3: 11,354 shares 11,354 $1.59M 0.04% +1,197 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,679 shares; 2025Q2: 11,679 shares; 2025Q3: 11,679 shares; 2025Q4: 11,679 shares; 2026Q1: 11,679 shares; 2026Q2: 11,679 shares; 2026Q3: 11,679 shares 11,679 $1.58M 0.04% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,149 shares; 2025Q1: not reported; 2025Q2: 1,876 shares; 2025Q3: 2,219 shares; 2025Q4: 2,375 shares; 2026Q1: 3,592 shares; 2026Q2: 3,594 shares; 2026Q3: 5,776 shares 5,776 $1.58M 0.04% +2,182 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,679 shares; 2025Q1: 18,988 shares; 2025Q2: 17,990 shares; 2025Q3: 16,896 shares; 2025Q4: 39,580 shares; 2026Q1: 39,404 shares; 2026Q2: 37,822 shares; 2026Q3: 46,322 shares 46,322 $1.57M 0.04% +8,500 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,380 shares; 2025Q2: 15,634 shares; 2025Q3: 15,725 shares; 2025Q4: 13,878 shares; 2026Q1: 13,732 shares; 2026Q2: 13,837 shares; 2026Q3: 19,436 shares 19,436 $1.56M 0.04% +5,599 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; 2024Q4: 3,471 shares; 2025Q1: 6,049 shares; 2025Q2: 7,349 shares; 2025Q3: 5,349 shares; 2025Q4: 9,903 shares; 2026Q1: 10,913 shares; 2026Q2: 22,064 shares; 2026Q3: 21,814 shares 21,814 $1.55M 0.04% -250 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; 2024Q4: 23,953 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,523 shares; 2025Q4: 14,864 shares; 2026Q1: 23,492 shares; 2026Q2: 8,628 shares; 2026Q3: 13,001 shares 13,001 $1.54M 0.04% +4,373 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,809 shares; 2025Q3: 3,991 shares; 2025Q4: 4,581 shares; 2026Q1: 5,040 shares; 2026Q2: 6,691 shares; 2026Q3: 10,213 shares 10,213 $1.54M 0.04% +3,522 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,165 shares; 2025Q1: 6,665 shares; 2025Q2: 7,384 shares; 2025Q3: 8,352 shares; 2025Q4: 9,161 shares; 2026Q1: 8,840 shares; 2026Q2: 9,370 shares; 2026Q3: 12,569 shares 12,569 $1.54M 0.04% +3,199 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,860 shares; 2025Q1: 5,861 shares; 2025Q2: 5,862 shares; 2025Q3: 5,417 shares; 2025Q4: 5,037 shares; 2026Q1: 5,037 shares; 2026Q2: 5,038 shares; 2026Q3: 5,131 shares 5,131 $1.53M 0.04% +93 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 497 shares; 2025Q4: 558 shares; 2026Q1: 611 shares; 2026Q2: 657 shares; 2026Q3: 895 shares 895 $1.53M 0.04% +238 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,432 shares; 2025Q1: 3,576 shares; 2025Q2: 3,513 shares; 2025Q3: 3,619 shares; 2025Q4: 3,227 shares; 2026Q1: 3,445 shares; 2026Q2: 6,696 shares; 2026Q3: 6,483 shares 6,483 $1.52M 0.04% -213 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,726 shares; 2025Q1: 15,698 shares; 2025Q2: 13,219 shares; 2025Q3: 15,102 shares; 2025Q4: 15,084 shares; 2026Q1: 15,667 shares; 2026Q2: 17,008 shares; 2026Q3: 21,224 shares 21,224 $1.51M 0.04% +4,216 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,852 shares; 2025Q3: 2,981 shares; 2025Q4: 3,272 shares; 2026Q1: 3,528 shares; 2026Q2: 3,473 shares; 2026Q3: 3,533 shares 3,533 $1.5M 0.04% +60 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; 2024Q4: 6,292 shares; 2025Q1: 7,075 shares; 2025Q2: 7,477 shares; 2025Q3: 7,800 shares; 2025Q4: 7,997 shares; 2026Q1: 8,358 shares; 2026Q2: 8,886 shares; 2026Q3: 10,455 shares 10,455 $1.5M 0.04% +1,569 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,502 shares; 2025Q1: 8,714 shares; 2025Q2: 8,572 shares; 2025Q3: 8,716 shares; 2025Q4: 8,459 shares; 2026Q1: 8,073 shares; 2026Q2: 63,308 shares; 2026Q3: 44,635 shares 44,635 $1.49M 0.04% -18,673 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,984 shares; 2025Q1: 2,712 shares; 2025Q2: 2,916 shares; 2025Q3: 2,402 shares; 2025Q4: 3,000 shares; 2026Q1: 2,754 shares; 2026Q2: 2,759 shares; 2026Q3: 2,924 shares 2,924 $1.49M 0.04% +165 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,032 shares; 2025Q1: 988 shares; 2025Q2: 1,000 shares; 2025Q3: 860 shares; 2025Q4: 712 shares; 2026Q1: 1,005 shares; 2026Q2: 1,074 shares; 2026Q3: 1,468 shares 1,468 $1.48M 0.04% +394 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,645 shares; 2025Q1: 15,022 shares; 2025Q2: 19,297 shares; 2025Q3: 19,186 shares; 2025Q4: 15,754 shares; 2026Q1: 16,304 shares; 2026Q2: 19,683 shares; 2026Q3: 24,582 shares 24,582 $1.48M 0.04% +4,899 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,719 shares; 2025Q1: 4,911 shares; 2025Q2: 4,818 shares; 2025Q3: 4,892 shares; 2025Q4: 4,992 shares; 2026Q1: 5,147 shares; 2026Q2: 5,220 shares; 2026Q3: 5,502 shares 5,502 $1.48M 0.04% +282 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,010 shares; 2025Q1: 7,010 shares; 2025Q2: 7,276 shares; 2025Q3: 5,517 shares; 2025Q4: 5,462 shares; 2026Q1: 5,462 shares; 2026Q2: 5,352 shares; 2026Q3: 6,359 shares 6,359 $1.48M 0.04% +1,007 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,002 shares; 2025Q1: 3,821 shares; 2025Q2: 4,193 shares; 2025Q3: 5,020 shares; 2025Q4: 4,918 shares; 2026Q1: 5,177 shares; 2026Q2: 4,774 shares; 2026Q3: 4,329 shares 4,329 $1.47M 0.04% -445 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,125 shares; 2025Q1: 7,230 shares; 2025Q2: 7,451 shares; 2025Q3: 7,751 shares; 2025Q4: 7,928 shares; 2026Q1: 8,648 shares; 2026Q2: 5,942 shares; 2026Q3: 6,203 shares 6,203 $1.47M 0.04% +261 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,119 shares; 2025Q1: 3,174 shares; 2025Q2: 3,015 shares; 2025Q3: 2,819 shares; 2025Q4: 2,972 shares; 2026Q1: 2,981 shares; 2026Q2: 3,101 shares; 2026Q3: 3,352 shares 3,352 $1.46M 0.03% +251 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,066 shares; 2025Q1: 13,066 shares; 2025Q2: 13,321 shares; 2025Q3: 13,321 shares; 2025Q4: 15,012 shares; 2026Q1: 13,865 shares; 2026Q2: 14,713 shares; 2026Q3: 14,713 shares 14,713 $1.45M 0.03% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,993 shares; 2025Q1: 22,928 shares; 2025Q2: 37,324 shares; 2025Q3: 37,793 shares; 2025Q4: 39,420 shares; 2026Q1: 35,476 shares; 2026Q2: 35,554 shares; 2026Q3: 18,604 shares 18,604 $1.44M 0.03% -16,950 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,747 shares; 2025Q1: 4,031 shares; 2025Q2: 4,138 shares; 2025Q3: 4,432 shares; 2025Q4: 4,538 shares; 2026Q1: 4,403 shares; 2026Q2: 4,437 shares; 2026Q3: 10,943 shares 10,943 $1.43M 0.03% +6,506 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,818 shares 7,818 $1.43M 0.03% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,245 shares; 2025Q1: 14,099 shares; 2025Q2: 14,872 shares; 2025Q3: 14,152 shares; 2025Q4: 15,061 shares; 2026Q1: 15,445 shares; 2026Q2: 14,997 shares; 2026Q3: 26,898 shares 26,898 $1.42M 0.03% +11,901 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,435 shares; 2025Q1: 7,833 shares; 2025Q2: 7,737 shares; 2025Q3: 7,003 shares; 2025Q4: 5,605 shares; 2026Q1: 5,048 shares; 2026Q2: 4,783 shares; 2026Q3: 8,054 shares 8,054 $1.42M 0.03% +3,271 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; 2024Q4: 1,767 shares; 2025Q1: 1,810 shares; 2025Q2: 3,187 shares; 2025Q3: 4,269 shares; 2025Q4: 4,598 shares; 2026Q1: 4,282 shares; 2026Q2: 4,203 shares; 2026Q3: 2,343 shares 2,343 $1.42M 0.03% -1,860 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,656 shares; 2025Q1: 6,655 shares; 2025Q2: 6,654 shares; 2025Q3: 6,657 shares; 2025Q4: 9,265 shares; 2026Q1: 9,275 shares; 2026Q2: 13,043 shares; 2026Q3: 13,053 shares 13,053 $1.42M 0.03% +10 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,712 shares; 2025Q1: 22,103 shares; 2025Q2: 22,103 shares; 2025Q3: 22,480 shares; 2025Q4: 22,186 shares; 2026Q1: 22,104 shares; 2026Q2: 22,104 shares; 2026Q3: 22,215 shares 22,215 $1.42M 0.03% +111 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; 2024Q4: 2,800 shares; 2025Q1: 3,198 shares; 2025Q2: 3,598 shares; 2025Q3: 3,499 shares; 2025Q4: 3,654 shares; 2026Q1: 3,904 shares; 2026Q2: 3,499 shares; 2026Q3: 5,108 shares 5,108 $1.41M 0.03% +1,609 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; 2024Q4: 9,908 shares; 2025Q1: 9,804 shares; 2025Q2: 9,278 shares; 2025Q3: 8,967 shares; 2025Q4: 17,989 shares; 2026Q1: 18,005 shares; 2026Q2: 18,330 shares; 2026Q3: 21,586 shares 21,586 $1.41M 0.03% +3,256 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,578 shares; 2025Q1: 6,419 shares; 2025Q2: 7,119 shares; 2025Q3: 7,649 shares; 2025Q4: 7,043 shares; 2026Q1: 7,125 shares; 2026Q2: 6,505 shares; 2026Q3: 7,332 shares 7,332 $1.41M 0.03% +827 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,340 shares; 2025Q1: 10,340 shares; 2025Q2: 10,429 shares; 2025Q3: 10,464 shares; 2025Q4: 10,572 shares; 2026Q1: 10,594 shares; 2026Q2: 10,662 shares; 2026Q3: 14,908 shares 14,908 $1.4M 0.03% +4,246 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,077 shares; 2025Q1: 9,327 shares; 2025Q2: 9,831 shares; 2025Q3: 10,245 shares; 2025Q4: 10,659 shares; 2026Q1: 25,902 shares; 2026Q2: 26,825 shares; 2026Q3: 27,678 shares 27,678 $1.4M 0.03% +853 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,156 shares; 2026Q3: 18,853 shares 18,853 $1.4M 0.03% +5,697 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,248 shares; 2025Q1: 5,576 shares; 2025Q2: 5,483 shares; 2025Q3: 5,453 shares; 2025Q4: 4,989 shares; 2026Q1: 4,970 shares; 2026Q2: 4,710 shares; 2026Q3: 4,856 shares 4,856 $1.4M 0.03% +146 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,375 shares; 2025Q1: 3,104 shares; 2025Q2: 3,277 shares; 2025Q3: 3,006 shares; 2025Q4: 2,790 shares; 2026Q1: 3,009 shares; 2026Q2: 3,194 shares; 2026Q3: 2,806 shares 2,806 $1.4M 0.03% -388 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,901 shares; 2025Q4: 9,479 shares; 2026Q1: 9,751 shares; 2026Q2: 27,350 shares; 2026Q3: 30,547 shares 30,547 $1.39M 0.03% +3,197 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,813 shares; 2025Q4: 47,813 shares; 2026Q1: 37,846 shares; 2026Q2: 37,846 shares; 2026Q3: 44,199 shares 44,199 $1.38M 0.03% +6,353 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,847 shares; 2025Q4: 8,082 shares; 2026Q1: 10,557 shares; 2026Q2: 19,213 shares; 2026Q3: 15,135 shares 15,135 $1.37M 0.03% -4,078 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,249 shares; 2025Q1: 30,255 shares; 2025Q2: 30,255 shares; 2025Q3: 30,528 shares; 2025Q4: 30,272 shares; 2026Q1: 30,275 shares; 2026Q2: 30,281 shares; 2026Q3: 39,831 shares 39,831 $1.37M 0.03% +9,550 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,583 shares; 2025Q3: 3,747 shares; 2025Q4: 3,884 shares; 2026Q1: 4,420 shares; 2026Q2: 4,577 shares; 2026Q3: 4,536 shares 4,536 $1.37M 0.03% -41 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,118 shares; 2025Q1: 1,483 shares; 2025Q2: 1,361 shares; 2025Q3: 1,540 shares; 2025Q4: 1,913 shares; 2026Q1: 1,437 shares; 2026Q2: 3,095 shares; 2026Q3: 3,409 shares 3,409 $1.37M 0.03% +314 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; 2024Q4: not reported; 2025Q1: 15,572 shares; 2025Q2: 15,572 shares; 2025Q3: 15,579 shares; 2025Q4: 15,574 shares; 2026Q1: 15,574 shares; 2026Q2: 15,574 shares; 2026Q3: 15,574 shares 15,574 $1.35M 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,324 shares; 2025Q1: 5,621 shares; 2025Q2: 5,644 shares; 2025Q3: 5,982 shares; 2025Q4: 6,277 shares; 2026Q1: 7,002 shares; 2026Q2: 7,369 shares; 2026Q3: 8,397 shares 8,397 $1.34M 0.03% +1,028 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,605 shares; 2025Q1: 9,195 shares; 2025Q2: 9,498 shares; 2025Q3: 9,570 shares; 2025Q4: 9,499 shares; 2026Q1: 10,197 shares; 2026Q2: 10,598 shares; 2026Q3: 11,923 shares 11,923 $1.34M 0.03% +1,325 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,870 shares; 2025Q1: 6,217 shares; 2025Q2: 6,295 shares; 2025Q3: 6,304 shares; 2025Q4: 5,317 shares; 2026Q1: 6,235 shares; 2026Q2: 6,143 shares; 2026Q3: 6,311 shares 6,311 $1.33M 0.03% +168 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,811 shares; 2025Q1: 6,755 shares; 2025Q2: 7,784 shares; 2025Q3: 10,433 shares; 2025Q4: 5,480 shares; 2026Q1: 4,684 shares; 2026Q2: 7,657 shares; 2026Q3: 8,924 shares 8,924 $1.33M 0.03% +1,267 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,961 shares; 2025Q1: 3,202 shares; 2025Q2: 2,510 shares; 2025Q3: 2,502 shares; 2025Q4: 2,576 shares; 2026Q1: 3,029 shares; 2026Q2: 3,105 shares; 2026Q3: 3,320 shares 3,320 $1.32M 0.03% +215 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,801 shares 4,801 $1.32M 0.03% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,152 shares; 2025Q1: 6,410 shares; 2025Q2: 6,407 shares; 2025Q3: 6,413 shares; 2025Q4: 6,498 shares; 2026Q1: 6,642 shares; 2026Q2: 6,906 shares; 2026Q3: 7,513 shares 7,513 $1.32M 0.03% +607 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,544 shares; 2025Q4: 1,535 shares; 2026Q1: 2,483 shares; 2026Q2: 3,760 shares; 2026Q3: 3,772 shares 3,772 $1.31M 0.03% +12 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,259 shares; 2025Q1: 8,013 shares; 2025Q2: 8,228 shares; 2025Q3: 8,389 shares; 2025Q4: 8,676 shares; 2026Q1: 8,835 shares; 2026Q2: 7,657 shares; 2026Q3: 6,925 shares 6,925 $1.31M 0.03% -732 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; 2024Q4: 4,320 shares; 2025Q1: 5,465 shares; 2025Q2: 6,258 shares; 2025Q3: 7,053 shares; 2025Q4: 7,095 shares; 2026Q1: 4,640 shares; 2026Q2: 5,917 shares; 2026Q3: 14,590 shares 14,590 $1.31M 0.03% +8,673 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,951 shares; 2025Q1: 2,898 shares; 2025Q2: 3,724 shares; 2025Q3: 4,264 shares; 2025Q4: 4,701 shares; 2026Q1: 4,390 shares; 2026Q2: 5,203 shares; 2026Q3: 7,957 shares 7,957 $1.3M 0.03% +2,754 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,487 shares; 2025Q1: 11,362 shares; 2025Q2: 14,436 shares; 2025Q3: 13,668 shares; 2025Q4: 19,256 shares; 2026Q1: 17,170 shares; 2026Q2: 19,243 shares; 2026Q3: 21,784 shares 21,784 $1.3M 0.03% +2,541 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 917 shares; 2025Q4: 943 shares; 2026Q1: 965 shares; 2026Q2: 947 shares; 2026Q3: 1,667 shares 1,667 $1.29M 0.03% +720 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,243 shares; 2025Q1: 1,256 shares; 2025Q2: 3,286 shares; 2025Q3: 3,643 shares; 2025Q4: 3,585 shares; 2026Q1: 3,716 shares; 2026Q2: 4,147 shares; 2026Q3: 2,652 shares 2,652 $1.28M 0.03% -1,495 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,814 shares; 2025Q1: 34,469 shares; 2025Q2: 36,373 shares; 2025Q3: 40,323 shares; 2025Q4: 38,033 shares; 2026Q1: 40,345 shares; 2026Q2: 40,321 shares; 2026Q3: 39,814 shares 39,814 $1.28M 0.03% -507 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,865 shares; 2025Q1: 19,894 shares; 2025Q2: 21,480 shares; 2025Q3: 22,397 shares; 2025Q4: 22,178 shares; 2026Q1: 21,867 shares; 2026Q2: 23,978 shares; 2026Q3: 22,748 shares 22,748 $1.28M 0.03% -1,230 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; 2024Q4: 35,572 shares; 2025Q1: 41,722 shares; 2025Q2: 42,294 shares; 2025Q3: 42,408 shares; 2025Q4: 43,400 shares; 2026Q1: 43,406 shares; 2026Q2: 37,527 shares; 2026Q3: 39,759 shares 39,759 $1.28M 0.03% +2,232 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,739 shares; 2025Q1: 7,186 shares; 2025Q2: 7,186 shares; 2025Q3: 7,681 shares; 2025Q4: 6,792 shares; 2026Q1: 7,305 shares; 2026Q2: 7,709 shares; 2026Q3: 7,433 shares 7,433 $1.27M 0.03% -276 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,348 shares; 2025Q1: 6,501 shares; 2025Q2: 6,533 shares; 2025Q3: 6,467 shares; 2025Q4: 7,416 shares; 2026Q1: 6,692 shares; 2026Q2: 5,894 shares; 2026Q3: 8,890 shares 8,890 $1.27M 0.03% +2,996 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 277,078 shares; 2026Q3: 277,202 shares 277,202 $1.27M 0.03% +124 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,432 shares; 2025Q1: 2,592 shares; 2025Q2: 2,426 shares; 2025Q3: 2,512 shares; 2025Q4: 2,703 shares; 2026Q1: 3,082 shares; 2026Q2: 3,221 shares; 2026Q3: 3,350 shares 3,350 $1.26M 0.03% +129 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; 2024Q4: 3,442 shares; 2025Q1: 3,358 shares; 2025Q2: 3,368 shares; 2025Q3: 3,492 shares; 2025Q4: 3,587 shares; 2026Q1: 3,707 shares; 2026Q2: 3,835 shares; 2026Q3: 3,880 shares 3,880 $1.25M 0.03% +45 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,294 shares; 2025Q1: 2,427 shares; 2025Q2: 2,385 shares; 2025Q3: 2,508 shares; 2025Q4: 2,619 shares; 2026Q1: 2,576 shares; 2026Q2: 2,630 shares; 2026Q3: 2,724 shares 2,724 $1.25M 0.03% +94 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; 2024Q4: 14,875 shares; 2025Q1: 14,773 shares; 2025Q2: 14,143 shares; 2025Q3: 14,871 shares; 2025Q4: 15,182 shares; 2026Q1: 14,340 shares; 2026Q2: 14,323 shares; 2026Q3: 14,927 shares 14,927 $1.25M 0.03% +604 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 30,267 shares; 2025Q2: 30,272 shares; 2025Q3: 30,272 shares; 2025Q4: 30,276 shares; 2026Q1: 30,276 shares; 2026Q2: 30,281 shares; 2026Q3: 30,281 shares 30,281 $1.24M 0.03% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,535 shares; 2026Q2: 49,891 shares; 2026Q3: 51,997 shares 51,997 $1.24M 0.03% +2,106 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,624 shares; 2025Q3: 2,775 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,321 shares; 2026Q3: 15,380 shares 15,380 $1.24M 0.03% +12,059 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,083 shares; 2025Q1: 4,085 shares; 2025Q2: 4,120 shares; 2025Q3: 4,122 shares; 2025Q4: 4,124 shares; 2026Q1: 4,126 shares; 2026Q2: 5,505 shares; 2026Q3: 4,906 shares 4,906 $1.24M 0.03% -599 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,517 shares; 2025Q2: 7,200 shares; 2025Q3: 12,021 shares; 2025Q4: 14,213 shares; 2026Q1: 12,732 shares; 2026Q2: 15,810 shares; 2026Q3: 15,907 shares 15,907 $1.24M 0.03% +97 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares; 2026Q2: 1,363 shares; 2026Q3: 6,524 shares 6,524 $1.23M 0.03% +5,161 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 243 shares; 2025Q1: 307 shares; 2025Q2: 246 shares; 2025Q3: 272 shares; 2025Q4: not reported; 2026Q1: 947 shares; 2026Q2: 1,313 shares; 2026Q3: 3,424 shares 3,424 $1.22M 0.03% +2,111 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,154 shares; 2025Q1: 10,335 shares; 2025Q2: 11,514 shares; 2025Q3: 11,914 shares; 2025Q4: 12,859 shares; 2026Q1: 14,704 shares; 2026Q2: 15,681 shares; 2026Q3: 17,112 shares 17,112 $1.21M 0.03% +1,431 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,693 shares; 2025Q1: 12,363 shares; 2025Q2: 12,559 shares; 2025Q3: 16,193 shares; 2025Q4: 15,311 shares; 2026Q1: 15,311 shares; 2026Q2: 12,643 shares; 2026Q3: 22,614 shares 22,614 $1.21M 0.03% +9,971 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; 2024Q4: 2,398 shares; 2025Q1: 2,361 shares; 2025Q2: 2,796 shares; 2025Q3: 2,996 shares; 2025Q4: 3,076 shares; 2026Q1: 3,196 shares; 2026Q2: 3,508 shares; 2026Q3: 3,644 shares 3,644 $1.2M 0.03% +136 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,803 shares; 2026Q1: 4,399 shares; 2026Q2: 5,090 shares; 2026Q3: 6,461 shares 6,461 $1.19M 0.03% +1,371 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,288 shares; 2025Q1: 1,019 shares; 2025Q2: 900 shares; 2025Q3: 979 shares; 2025Q4: 1,921 shares; 2026Q1: 1,800 shares; 2026Q2: 2,062 shares; 2026Q3: 2,294 shares 2,294 $1.19M 0.03% +232 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,530 shares; 2025Q1: 8,617 shares; 2025Q2: 7,651 shares; 2025Q3: 7,914 shares; 2025Q4: 7,812 shares; 2026Q1: 8,116 shares; 2026Q2: 8,296 shares; 2026Q3: 8,753 shares 8,753 $1.19M 0.03% +457 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,308 shares; 2025Q1: 3,181 shares; 2025Q2: 3,068 shares; 2025Q3: 3,387 shares; 2025Q4: 3,233 shares; 2026Q1: 3,506 shares; 2026Q2: 3,494 shares; 2026Q3: 4,464 shares 4,464 $1.18M 0.03% +970 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,153 shares; 2025Q1: 3,856 shares; 2025Q2: 3,855 shares; 2025Q3: 4,004 shares; 2025Q4: 3,987 shares; 2026Q1: 3,971 shares; 2026Q2: 3,175 shares; 2026Q3: 3,423 shares 3,423 $1.18M 0.03% +248 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,549 shares; 2026Q2: 3,822 shares; 2026Q3: 5,938 shares 5,938 $1.17M 0.03% +2,116 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,133 shares; 2025Q1: 7,065 shares; 2025Q2: 7,497 shares; 2025Q3: 7,434 shares; 2025Q4: 7,538 shares; 2026Q1: 8,018 shares; 2026Q2: 6,663 shares; 2026Q3: 7,524 shares 7,524 $1.17M 0.03% +861 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,199 shares; 2025Q1: 12,221 shares; 2025Q2: 12,291 shares; 2025Q3: 11,236 shares; 2025Q4: 11,318 shares; 2026Q1: 11,713 shares; 2026Q2: 11,963 shares; 2026Q3: 12,592 shares 12,592 $1.17M 0.03% +629 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,475 shares; 2025Q1: 3,034 shares; 2025Q2: 2,713 shares; 2025Q3: 2,264 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,730 shares; 2026Q3: 18,244 shares 18,244 $1.16M 0.03% -10,486 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,777 shares; 2025Q1: 4,061 shares; 2025Q2: 3,836 shares; 2025Q3: 3,523 shares; 2025Q4: 3,478 shares; 2026Q1: 3,610 shares; 2026Q2: 3,684 shares; 2026Q3: 4,658 shares 4,658 $1.15M 0.03% +974 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,329 shares; 2025Q1: 2,424 shares; 2025Q2: 2,477 shares; 2025Q3: 2,814 shares; 2025Q4: 3,184 shares; 2026Q1: 3,041 shares; 2026Q2: 3,884 shares; 2026Q3: 3,946 shares 3,946 $1.15M 0.03% +62 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; 2024Q4: 8,966 shares; 2025Q1: 9,168 shares; 2025Q2: 10,793 shares; 2025Q3: 12,246 shares; 2025Q4: 10,167 shares; 2026Q1: 10,443 shares; 2026Q2: 10,397 shares; 2026Q3: 10,847 shares 10,847 $1.15M 0.03% +450 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,060 shares; 2026Q3: 31,915 shares 31,915 $1.15M 0.03% +1,855 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,348 shares; 2025Q1: 9,860 shares; 2025Q2: 12,090 shares; 2025Q3: 12,545 shares; 2025Q4: 11,722 shares; 2026Q1: 13,491 shares; 2026Q2: 13,069 shares; 2026Q3: 13,513 shares 13,513 $1.14M 0.03% +444 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,509 shares; 2025Q1: 16,220 shares; 2025Q2: 14,434 shares; 2025Q3: 15,856 shares; 2025Q4: 16,472 shares; 2026Q1: 18,317 shares; 2026Q2: 19,831 shares; 2026Q3: 24,003 shares 24,003 $1.14M 0.03% +4,172 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,843 shares; 2025Q1: 3,238 shares; 2025Q2: 3,276 shares; 2025Q3: 3,412 shares; 2025Q4: 3,498 shares; 2026Q1: 2,969 shares; 2026Q2: 3,022 shares; 2026Q3: 3,534 shares 3,534 $1.13M 0.03% +512 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,511 shares; 2025Q1: 4,455 shares; 2025Q2: 3,999 shares; 2025Q3: 4,052 shares; 2025Q4: 4,166 shares; 2026Q1: 4,261 shares; 2026Q2: 4,283 shares; 2026Q3: 8,966 shares 8,966 $1.13M 0.03% +4,683 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,404 shares 11,404 $1.13M 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,497 shares 12,497 $1.13M 0.03% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,624 shares; 2025Q1: 7,916 shares; 2025Q2: 9,113 shares; 2025Q3: 7,755 shares; 2025Q4: 7,763 shares; 2026Q1: 16,672 shares; 2026Q2: 16,679 shares; 2026Q3: 16,687 shares 16,687 $1.13M 0.03% +8 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,897 shares; 2025Q2: 4,754 shares; 2025Q3: 10,038 shares; 2025Q4: 12,669 shares; 2026Q1: 13,169 shares; 2026Q2: 13,172 shares; 2026Q3: 13,772 shares 13,772 $1.13M 0.03% +600 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,847 shares; 2025Q1: 7,925 shares; 2025Q2: 12,606 shares; 2025Q3: 9,961 shares; 2025Q4: 7,277 shares; 2026Q1: 11,828 shares; 2026Q2: 13,844 shares; 2026Q3: 18,451 shares 18,451 $1.12M 0.03% +4,607 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,705 shares; 2025Q2: 10,771 shares; 2025Q3: 16,258 shares; 2025Q4: 10,940 shares; 2026Q1: 13,369 shares; 2026Q2: 21,599 shares; 2026Q3: 22,809 shares 22,809 $1.12M 0.03% +1,210 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,437 shares; 2025Q1: 10,506 shares; 2025Q2: 12,167 shares; 2025Q3: 12,735 shares; 2025Q4: 13,463 shares; 2026Q1: 15,185 shares; 2026Q2: 16,384 shares; 2026Q3: 17,326 shares 17,326 $1.11M 0.03% +942 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,968 shares; 2025Q1: 11,041 shares; 2025Q2: 10,961 shares; 2025Q3: 12,011 shares; 2025Q4: 12,008 shares; 2026Q1: 12,006 shares; 2026Q2: 12,364 shares; 2026Q3: 13,474 shares 13,474 $1.11M 0.03% +1,110 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,153 shares; 2025Q1: 12,274 shares; 2025Q2: 12,296 shares; 2025Q3: 12,296 shares; 2025Q4: 12,819 shares; 2026Q1: 12,981 shares; 2026Q2: 12,874 shares; 2026Q3: 13,273 shares 13,273 $1.1M 0.03% +399 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,999 shares; 2025Q1: 18,181 shares; 2025Q2: 18,179 shares; 2025Q3: 20,329 shares; 2025Q4: 26,068 shares; 2026Q1: 27,722 shares; 2026Q2: 27,747 shares; 2026Q3: 21,375 shares 21,375 $1.1M 0.03% -6,372 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,738 shares; 2025Q1: 3,486 shares; 2025Q2: 3,549 shares; 2025Q3: 3,630 shares; 2025Q4: 3,607 shares; 2026Q1: 5,052 shares; 2026Q2: 5,599 shares; 2026Q3: 6,533 shares 6,533 $1.1M 0.03% +934 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,853 shares; 2025Q4: 3,064 shares; 2026Q1: 3,859 shares; 2026Q2: 4,098 shares; 2026Q3: 4,193 shares 4,193 $1.09M 0.03% +95 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,802 shares; 2025Q1: 7,318 shares; 2025Q2: 6,751 shares; 2025Q3: 7,875 shares; 2025Q4: 8,037 shares; 2026Q1: 7,037 shares; 2026Q2: 5,701 shares; 2026Q3: 12,423 shares 12,423 $1.09M 0.03% +6,722 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,809 shares; 2025Q1: 8,775 shares; 2025Q2: 8,676 shares; 2025Q3: 9,409 shares; 2025Q4: 9,275 shares; 2026Q1: 9,391 shares; 2026Q2: 9,210 shares; 2026Q3: 9,396 shares 9,396 $1.08M 0.03% +186 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,153 shares 15,153 $1.08M 0.03% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,598 shares; 2025Q1: 40,304 shares; 2025Q2: 43,548 shares; 2025Q3: 48,355 shares; 2025Q4: 47,843 shares; 2026Q1: 44,946 shares; 2026Q2: 46,221 shares; 2026Q3: 46,265 shares 46,265 $1.08M 0.03% +44 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 763 shares; 2025Q1: 853 shares; 2025Q2: 870 shares; 2025Q3: 841 shares; 2025Q4: 824 shares; 2026Q1: 848 shares; 2026Q2: 871 shares; 2026Q3: 988 shares 988 $1.08M 0.03% +117 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,018 shares; 2025Q1: 13,438 shares; 2025Q2: 14,050 shares; 2025Q3: 13,502 shares; 2025Q4: 13,249 shares; 2026Q1: 13,416 shares; 2026Q2: 14,815 shares; 2026Q3: 13,966 shares 13,966 $1.08M 0.03% -849 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,920 shares; 2025Q1: 11,296 shares; 2025Q2: 11,111 shares; 2025Q3: 11,429 shares; 2025Q4: 11,435 shares; 2026Q1: 11,327 shares; 2026Q2: 9,848 shares; 2026Q3: 10,696 shares 10,696 $1.07M 0.03% +848 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,675 shares; 2026Q3: 5,162 shares 5,162 $1.07M 0.03% +1,487 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 345 shares; 2026Q3: 1,166 shares 1,166 $1.05M 0.03% +821 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,519 shares; 2025Q1: 3,519 shares; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 3,190 shares; 2026Q1: 3,190 shares; 2026Q2: 3,190 shares; 2026Q3: 6,514 shares 6,514 $1.05M 0.03% +3,324 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,860 shares; 2025Q1: 13,860 shares; 2025Q2: 31,795 shares; 2025Q3: 69,102 shares; 2025Q4: 59,323 shares; 2026Q1: 32,827 shares; 2026Q2: 32,410 shares; 2026Q3: 25,522 shares 25,522 $1.05M 0.03% -6,888 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,716 shares; 2025Q1: 21,655 shares; 2025Q2: 21,702 shares; 2025Q3: 20,241 shares; 2025Q4: 21,758 shares; 2026Q1: 21,821 shares; 2026Q2: 29,955 shares; 2026Q3: 28,795 shares 28,795 $1.04M 0.02% -1,160 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,049 shares; 2026Q2: 7,049 shares; 2026Q3: 7,049 shares 7,049 $1.04M 0.02% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,707 shares; 2025Q1: 773 shares; 2025Q2: 707 shares; 2025Q3: 1,143 shares; 2025Q4: 1,122 shares; 2026Q1: 1,198 shares; 2026Q2: 1,310 shares; 2026Q3: 1,400 shares 1,400 $1.04M 0.02% +90 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,236 shares; 2025Q1: 21,555 shares; 2025Q2: 22,180 shares; 2025Q3: 21,965 shares; 2025Q4: 22,217 shares; 2026Q1: 19,598 shares; 2026Q2: 26,148 shares; 2026Q3: 24,587 shares 24,587 $1.03M 0.02% -1,561 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,305 shares; 2025Q1: 4,179 shares; 2025Q2: 4,160 shares; 2025Q3: 4,226 shares; 2025Q4: 4,111 shares; 2026Q1: 4,360 shares; 2026Q2: 4,405 shares; 2026Q3: 4,734 shares 4,734 $1.03M 0.02% +329 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,253 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,219 shares; 2025Q4: 1,234 shares; 2026Q1: 1,230 shares; 2026Q2: not reported; 2026Q3: 4,880 shares 4,880 $1.03M 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,828 shares; 2025Q1: 3,982 shares; 2025Q2: 4,115 shares; 2025Q3: 4,217 shares; 2025Q4: 4,332 shares; 2026Q1: 4,653 shares; 2026Q2: 4,299 shares; 2026Q3: 4,296 shares 4,296 $1.03M 0.02% -3 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,606 shares; 2025Q2: 2,687 shares; 2025Q3: 2,631 shares; 2025Q4: 2,828 shares; 2026Q1: 3,616 shares; 2026Q2: 3,691 shares; 2026Q3: 3,706 shares 3,706 $1.02M 0.02% +15 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,928 shares; 2026Q3: 18,730 shares 18,730 $1.02M 0.02% +1,802 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127 shares; 2025Q1: 202 shares; 2025Q2: 237 shares; 2025Q3: 244 shares; 2025Q4: 241 shares; 2026Q1: 242 shares; 2026Q2: 240 shares; 2026Q3: 251 shares 251 $1.02M 0.02% +11 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,772 shares; 2025Q2: 2,259 shares; 2025Q3: 2,316 shares; 2025Q4: 2,497 shares; 2026Q1: 2,890 shares; 2026Q2: 3,025 shares; 2026Q3: 3,852 shares 3,852 $1.02M 0.02% +827 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,838 shares; 2026Q2: 5,202 shares; 2026Q3: 6,402 shares 6,402 $1.02M 0.02% +1,200 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: 454 shares; 2026Q1: 420 shares; 2026Q2: 448 shares; 2026Q3: 1,581 shares 1,581 $1.02M 0.02% +1,133 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 702 shares; 2025Q1: 717 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 733 shares; 2026Q1: 748 shares; 2026Q2: 774 shares; 2026Q3: 799 shares 799 $1.01M 0.02% +25 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,453 shares; 2025Q1: 2,415 shares; 2025Q2: 2,541 shares; 2025Q3: 2,830 shares; 2025Q4: 2,843 shares; 2026Q1: 2,896 shares; 2026Q2: 2,832 shares; 2026Q3: 3,142 shares 3,142 $1.01M 0.02% +310 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,459 shares; 2025Q3: 11,058 shares; 2025Q4: 10,697 shares; 2026Q1: 15,019 shares; 2026Q2: 18,179 shares; 2026Q3: 21,954 shares 21,954 $1.01M 0.02% +3,775 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,519 shares; 2026Q3: 9,149 shares 9,149 $1M 0.02% -7,370 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,298 shares; 2025Q1: 21,377 shares; 2025Q2: 21,430 shares; 2025Q3: 20,333 shares; 2025Q4: 17,942 shares; 2026Q1: 17,352 shares; 2026Q2: 17,840 shares; 2026Q3: 17,890 shares 17,890 $999K 0.02% +50 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,245 shares; 2025Q1: 1,436 shares; 2025Q2: 1,559 shares; 2025Q3: 1,613 shares; 2025Q4: 1,565 shares; 2026Q1: 1,519 shares; 2026Q2: 1,455 shares; 2026Q3: 1,895 shares 1,895 $998K 0.02% +440 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,967 shares; 2025Q1: 10,028 shares; 2025Q2: 10,102 shares; 2025Q3: 10,314 shares; 2025Q4: 10,471 shares; 2026Q1: 8,912 shares; 2026Q2: 9,478 shares; 2026Q3: 10,121 shares 10,121 $997K 0.02% +643 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,071 shares; 2025Q1: 28,688 shares; 2025Q2: 27,451 shares; 2025Q3: 19,825 shares; 2025Q4: 12,885 shares; 2026Q1: 15,094 shares; 2026Q2: 15,036 shares; 2026Q3: 46,966 shares 46,966 $996K 0.02% +31,930 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 52,747 shares 52,747 $996K 0.02% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,900 shares; 2025Q1: 9,907 shares; 2025Q2: 9,203 shares; 2025Q3: 9,214 shares; 2025Q4: 9,225 shares; 2026Q1: 8,655 shares; 2026Q2: 8,674 shares; 2026Q3: 8,807 shares 8,807 $987K 0.02% +133 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,265 shares; 2025Q1: 7,979 shares; 2025Q2: 7,979 shares; 2025Q3: 7,979 shares; 2025Q4: 8,173 shares; 2026Q1: 7,530 shares; 2026Q2: 7,530 shares; 2026Q3: 7,530 shares 7,530 $976K 0.02% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,973 shares; 2025Q1: 13,580 shares; 2025Q2: 11,839 shares; 2025Q3: 12,079 shares; 2025Q4: 12,566 shares; 2026Q1: 11,565 shares; 2026Q2: 11,382 shares; 2026Q3: 11,750 shares 11,750 $973K 0.02% +368 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; 2024Q4: 4,915 shares; 2025Q1: 4,694 shares; 2025Q2: 4,655 shares; 2025Q3: 4,669 shares; 2025Q4: 4,651 shares; 2026Q1: 4,330 shares; 2026Q2: 4,321 shares; 2026Q3: 4,333 shares 4,333 $972K 0.02% +12 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,804 shares; 2025Q1: 9,880 shares; 2025Q2: 10,136 shares; 2025Q3: 12,152 shares; 2025Q4: 11,563 shares; 2026Q1: 13,699 shares; 2026Q2: 14,827 shares; 2026Q3: 15,468 shares 15,468 $970K 0.02% +641 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,123 shares; 2025Q1: 30,603 shares; 2025Q2: 28,455 shares; 2025Q3: 24,684 shares; 2025Q4: 44,011 shares; 2026Q1: 29,500 shares; 2026Q2: 41,122 shares; 2026Q3: 33,866 shares 33,866 $965K 0.02% -7,256 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,981 shares; 2025Q1: 23,051 shares; 2025Q2: 23,126 shares; 2025Q3: 23,204 shares; 2025Q4: 23,283 shares; 2026Q1: 23,339 shares; 2026Q2: 27,771 shares; 2026Q3: 26,029 shares 26,029 $957K 0.02% -1,742 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,508 shares; 2025Q1: 36,508 shares; 2025Q2: 36,508 shares; 2025Q3: 36,508 shares; 2025Q4: 36,508 shares; 2026Q1: 36,508 shares; 2026Q2: 31,622 shares; 2026Q3: 31,622 shares 31,622 $953K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,377 shares; 2025Q1: 5,530 shares; 2025Q2: 4,801 shares; 2025Q3: 5,535 shares; 2025Q4: 5,941 shares; 2026Q1: 6,798 shares; 2026Q2: 7,385 shares; 2026Q3: 7,362 shares 7,362 $952K 0.02% -23 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,353 shares; 2025Q1: 1,400 shares; 2025Q2: 1,541 shares; 2025Q3: 1,590 shares; 2025Q4: 1,562 shares; 2026Q1: 1,698 shares; 2026Q2: 1,772 shares; 2026Q3: 1,823 shares 1,823 $949K 0.02% +51 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,473 shares; 2025Q1: 29,781 shares; 2025Q2: 36,255 shares; 2025Q3: 37,436 shares; 2025Q4: 55,047 shares; 2026Q1: 52,178 shares; 2026Q2: 50,766 shares; 2026Q3: 60,955 shares 60,955 $937K 0.02% +10,189 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,766 shares; 2025Q1: 13,036 shares; 2025Q2: 13,331 shares; 2025Q3: 13,162 shares; 2025Q4: 14,608 shares; 2026Q1: 14,971 shares; 2026Q2: 22,147 shares; 2026Q3: 22,147 shares 22,147 $937K 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,417 shares; 2025Q1: 8,594 shares; 2025Q2: 7,963 shares; 2025Q3: 8,097 shares; 2025Q4: 7,986 shares; 2026Q1: 8,025 shares; 2026Q2: 8,464 shares; 2026Q3: 8,534 shares 8,534 $936K 0.02% +70 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,669 shares; 2025Q1: 3,876 shares; 2025Q2: 4,189 shares; 2025Q3: 4,282 shares; 2025Q4: 4,027 shares; 2026Q1: 3,614 shares; 2026Q2: 3,180 shares; 2026Q3: 3,378 shares 3,378 $936K 0.02% +198 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,276 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,587 shares; 2025Q4: 1,669 shares; 2026Q1: 1,669 shares; 2026Q2: 1,751 shares; 2026Q3: 1,751 shares 1,751 $933K 0.02% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,780 shares; 2025Q1: 3,775 shares; 2025Q2: 3,784 shares; 2025Q3: 3,786 shares; 2025Q4: 3,806 shares; 2026Q1: 4,639 shares; 2026Q2: 4,643 shares; 2026Q3: 5,102 shares 5,102 $932K 0.02% +459 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,632 shares; 2025Q1: 3,722 shares; 2025Q2: 3,778 shares; 2025Q3: 2,985 shares; 2025Q4: 2,764 shares; 2026Q1: 2,845 shares; 2026Q2: 3,149 shares; 2026Q3: 5,049 shares 5,049 $917K 0.02% +1,900 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,667 shares; 2026Q1: 1,840 shares; 2026Q2: 2,154 shares; 2026Q3: 8,972 shares 8,972 $916K 0.02% +6,818 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 469 shares; 2025Q1: 572 shares; 2025Q2: 567 shares; 2025Q3: 592 shares; 2025Q4: 605 shares; 2026Q1: 640 shares; 2026Q2: 721 shares; 2026Q3: 1,508 shares 1,508 $912K 0.02% +787 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,697 shares; 2026Q2: 8,957 shares; 2026Q3: 9,617 shares 9,617 $910K 0.02% +660 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,694 shares; 2025Q1: 1,834 shares; 2025Q2: 1,840 shares; 2025Q3: 1,990 shares; 2025Q4: 1,394 shares; 2026Q1: 2,929 shares; 2026Q2: 2,996 shares; 2026Q3: 3,249 shares 3,249 $904K 0.02% +253 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 779 shares; 2025Q2: 869 shares; 2025Q3: 885 shares; 2025Q4: not reported; 2026Q1: 783 shares; 2026Q2: 932 shares; 2026Q3: 1,954 shares 1,954 $902K 0.02% +1,022 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,643 shares; 2025Q1: 2,076 shares; 2025Q2: 1,324 shares; 2025Q3: 1,332 shares; 2025Q4: 1,272 shares; 2026Q1: 1,716 shares; 2026Q2: 1,922 shares; 2026Q3: 2,483 shares 2,483 $902K 0.02% +561 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,207 shares; 2025Q1: 5,777 shares; 2025Q2: 8,437 shares; 2025Q3: 10,891 shares; 2025Q4: 11,512 shares; 2026Q1: 11,461 shares; 2026Q2: 11,921 shares; 2026Q3: 14,557 shares 14,557 $899K 0.02% +2,636 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,090 shares; 2025Q1: 2,098 shares; 2025Q2: 2,190 shares; 2025Q3: 2,246 shares; 2025Q4: 2,324 shares; 2026Q1: 2,244 shares; 2026Q2: 2,512 shares; 2026Q3: 3,156 shares 3,156 $886K 0.02% +644 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,549 shares; 2025Q1: 2,126 shares; 2025Q2: 2,218 shares; 2025Q3: 2,053 shares; 2025Q4: 2,327 shares; 2026Q1: 2,435 shares; 2026Q2: 2,471 shares; 2026Q3: 3,460 shares 3,460 $886K 0.02% +989 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; 2024Q4: 11,418 shares; 2025Q1: 16,587 shares; 2025Q2: 19,354 shares; 2025Q3: 29,372 shares; 2025Q4: 48,912 shares; 2026Q1: 63,951 shares; 2026Q2: 21,643 shares; 2026Q3: 19,099 shares 19,099 $884K 0.02% -2,544 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,574 shares; 2025Q1: 3,943 shares; 2025Q2: 4,243 shares; 2025Q3: 5,017 shares; 2025Q4: 5,098 shares; 2026Q1: 4,650 shares; 2026Q2: 3,653 shares; 2026Q3: 3,772 shares 3,772 $881K 0.02% +119 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,348 shares; 2025Q1: 11,162 shares; 2025Q2: 13,237 shares; 2025Q3: 14,578 shares; 2025Q4: 15,277 shares; 2026Q1: 13,873 shares; 2026Q2: 16,570 shares; 2026Q3: 18,937 shares 18,937 $875K 0.02% +2,367 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,517 shares; 2025Q1: 2,767 shares; 2025Q2: 2,871 shares; 2025Q3: 2,904 shares; 2025Q4: 2,929 shares; 2026Q1: 3,040 shares; 2026Q2: 3,886 shares; 2026Q3: 4,022 shares 4,022 $872K 0.02% +136 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,402 shares; 2025Q1: 2,365 shares; 2025Q2: 2,260 shares; 2025Q3: not reported; 2025Q4: 2,506 shares; 2026Q1: 3,242 shares; 2026Q2: 4,443 shares; 2026Q3: 5,630 shares 5,630 $871K 0.02% +1,187 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,624 shares; 2025Q2: 7,624 shares; 2025Q3: 7,624 shares; 2025Q4: 7,624 shares; 2026Q1: 7,624 shares; 2026Q2: 7,624 shares; 2026Q3: 7,624 shares 7,624 $868K 0.02% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 616 shares; 2025Q2: 584 shares; 2025Q3: 620 shares; 2025Q4: 627 shares; 2026Q1: 635 shares; 2026Q2: 667 shares; 2026Q3: 1,759 shares 1,759 $864K 0.02% +1,092 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,582 shares; 2026Q3: 5,588 shares 5,588 $861K 0.02% +1,006 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,161 shares; 2025Q2: 5,692 shares; 2025Q3: 5,810 shares; 2025Q4: 5,768 shares; 2026Q1: 6,260 shares; 2026Q2: 5,963 shares; 2026Q3: 6,866 shares 6,866 $853K 0.02% +903 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,078 shares; 2025Q4: 10,248 shares; 2026Q1: 10,250 shares; 2026Q2: 12,162 shares; 2026Q3: 13,170 shares 13,170 $850K 0.02% +1,008 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,002 shares 4,002 $848K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,578 shares; 2025Q1: 2,737 shares; 2025Q2: 2,553 shares; 2025Q3: 2,625 shares; 2025Q4: 2,710 shares; 2026Q1: 2,757 shares; 2026Q2: 3,192 shares; 2026Q3: 3,428 shares 3,428 $844K 0.02% +236 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,067 shares; 2025Q2: 1,826 shares; 2025Q3: 1,925 shares; 2025Q4: 2,229 shares; 2026Q1: 2,384 shares; 2026Q2: 2,566 shares; 2026Q3: 2,614 shares 2,614 $842K 0.02% +48 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,974 shares 6,974 $842K 0.02% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,505 shares; 2025Q1: 3,517 shares; 2025Q2: 3,959 shares; 2025Q3: 4,015 shares; 2025Q4: 3,966 shares; 2026Q1: 4,442 shares; 2026Q2: 4,517 shares; 2026Q3: 5,122 shares 5,122 $836K 0.02% +605 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,556 shares; 2025Q1: 6,596 shares; 2025Q2: 8,174 shares; 2025Q3: 5,232 shares; 2025Q4: 4,772 shares; 2026Q1: 4,592 shares; 2026Q2: 8,611 shares; 2026Q3: 8,634 shares 8,634 $830K 0.02% +23 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,064 shares; 2025Q1: 3,896 shares; 2025Q2: 4,141 shares; 2025Q3: 4,184 shares; 2025Q4: 4,095 shares; 2026Q1: 4,598 shares; 2026Q2: 4,820 shares; 2026Q3: 4,676 shares 4,676 $823K 0.02% -144 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,946 shares; 2025Q1: 2,177 shares; 2025Q2: 1,853 shares; 2025Q3: 2,326 shares; 2025Q4: 1,818 shares; 2026Q1: 2,177 shares; 2026Q2: 2,322 shares; 2026Q3: 4,482 shares 4,482 $816K 0.02% +2,160 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,532 shares; 2025Q1: 29,658 shares; 2025Q2: 29,124 shares; 2025Q3: 28,947 shares; 2025Q4: 30,339 shares; 2026Q1: 28,995 shares; 2026Q2: 25,222 shares; 2026Q3: 36,007 shares 36,007 $809K 0.02% +10,785 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,278 shares; 2025Q1: 3,450 shares; 2025Q2: 3,555 shares; 2025Q3: 3,684 shares; 2025Q4: 3,734 shares; 2026Q1: 3,829 shares; 2026Q2: 4,024 shares; 2026Q3: 4,213 shares 4,213 $808K 0.02% +189 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; 2024Q4: 4,518 shares; 2025Q1: 4,524 shares; 2025Q2: 3,903 shares; 2025Q3: 3,914 shares; 2025Q4: 3,924 shares; 2026Q1: 3,019 shares; 2026Q2: 2,740 shares; 2026Q3: 4,787 shares 4,787 $805K 0.02% +2,047 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,305 shares; 2025Q1: 38,305 shares; 2025Q2: 39,549 shares; 2025Q3: 24,954 shares; 2025Q4: 24,967 shares; 2026Q1: 24,976 shares; 2026Q2: 25,160 shares; 2026Q3: 25,533 shares 25,533 $805K 0.02% +373 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,564 shares; 2025Q1: 12,483 shares; 2025Q2: 11,280 shares; 2025Q3: 9,579 shares; 2025Q4: 11,847 shares; 2026Q1: 14,022 shares; 2026Q2: 15,375 shares; 2026Q3: 16,402 shares 16,402 $803K 0.02% +1,027 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: 1,921 shares; 2025Q4: 2,790 shares; 2026Q1: 1,870 shares; 2026Q2: 1,818 shares; 2026Q3: 2,121 shares 2,121 $803K 0.02% +303 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,845 shares; 2025Q1: 3,828 shares; 2025Q2: 3,404 shares; 2025Q3: 7,938 shares; 2025Q4: 7,267 shares; 2026Q1: 8,080 shares; 2026Q2: 8,125 shares; 2026Q3: 8,767 shares 8,767 $798K 0.02% +642 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,144 shares; 2025Q1: 2,525 shares; 2025Q2: 2,603 shares; 2025Q3: 2,940 shares; 2025Q4: 2,715 shares; 2026Q1: 3,034 shares; 2026Q2: 3,120 shares; 2026Q3: 3,442 shares 3,442 $795K 0.02% +322 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,700 shares; 2025Q1: 8,161 shares; 2025Q2: 8,402 shares; 2025Q3: 8,862 shares; 2025Q4: 9,236 shares; 2026Q1: 9,468 shares; 2026Q2: 10,222 shares; 2026Q3: 10,689 shares 10,689 $788K 0.02% +467 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,260 shares; 2026Q2: 9,857 shares; 2026Q3: 10,088 shares 10,088 $788K 0.02% +231 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,819 shares 4,819 $787K 0.02% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,652 shares; 2026Q3: 7,680 shares 7,680 $782K 0.02% +28 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,553 shares; 2025Q1: 5,206 shares; 2025Q2: 5,566 shares; 2025Q3: 5,798 shares; 2025Q4: 6,065 shares; 2026Q1: 6,353 shares; 2026Q2: 6,911 shares; 2026Q3: 7,275 shares 7,275 $782K 0.02% +364 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,933 shares; 2025Q1: 6,301 shares; 2025Q2: 5,838 shares; 2025Q3: 7,321 shares; 2025Q4: 6,233 shares; 2026Q1: 7,110 shares; 2026Q2: 7,868 shares; 2026Q3: 9,933 shares 9,933 $777K 0.02% +2,065 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474 shares; 2026Q1: 550 shares; 2026Q2: 702 shares; 2026Q3: 1,525 shares 1,525 $774K 0.02% +823 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,393 shares; 2026Q1: 4,240 shares; 2026Q2: 3,527 shares; 2026Q3: 3,851 shares 3,851 $772K 0.02% +324 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,829 shares 2,829 $772K 0.02% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,047 shares; 2025Q1: 2,302 shares; 2025Q2: 2,393 shares; 2025Q3: 2,415 shares; 2025Q4: 2,675 shares; 2026Q1: 2,841 shares; 2026Q2: 2,937 shares; 2026Q3: 3,213 shares 3,213 $768K 0.02% +276 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; 2024Q4: 19,084 shares; 2025Q1: 33,699 shares; 2025Q2: 26,926 shares; 2025Q3: 27,514 shares; 2025Q4: 27,488 shares; 2026Q1: 27,488 shares; 2026Q2: 14,044 shares; 2026Q3: 14,044 shares 14,044 $765K 0.02% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,763 shares; 2025Q1: 4,243 shares; 2025Q2: 4,213 shares; 2025Q3: 4,352 shares; 2025Q4: 4,662 shares; 2026Q1: 5,126 shares; 2026Q2: 5,241 shares; 2026Q3: 6,608 shares 6,608 $765K 0.02% +1,367 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,578 shares; 2025Q1: 1,606 shares; 2025Q2: 1,625 shares; 2025Q3: 1,633 shares; 2025Q4: 1,625 shares; 2026Q1: 1,548 shares; 2026Q2: 1,554 shares; 2026Q3: 2,320 shares 2,320 $761K 0.02% +766 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,037 shares 8,037 $761K 0.02% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,799 shares 3,799 $760K 0.02% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,119 shares; 2025Q1: 6,693 shares; 2025Q2: 6,171 shares; 2025Q3: 6,045 shares; 2025Q4: 6,425 shares; 2026Q1: 6,505 shares; 2026Q2: 6,118 shares; 2026Q3: 9,719 shares 9,719 $758K 0.02% +3,601 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,670 shares; 2025Q1: 2,109 shares; 2025Q2: 2,190 shares; 2025Q3: 2,680 shares; 2025Q4: 2,793 shares; 2026Q1: 2,908 shares; 2026Q2: 3,012 shares; 2026Q3: 3,467 shares 3,467 $757K 0.02% +455 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,250 shares; 2025Q1: 4,353 shares; 2025Q2: 6,166 shares; 2025Q3: 6,415 shares; 2025Q4: 6,459 shares; 2026Q1: 6,708 shares; 2026Q2: 6,927 shares; 2026Q3: 7,383 shares 7,383 $757K 0.02% +456 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,908 shares; 2025Q1: 4,404 shares; 2025Q2: 4,474 shares; 2025Q3: 4,474 shares; 2025Q4: 4,495 shares; 2026Q1: 4,403 shares; 2026Q2: 3,878 shares; 2026Q3: 3,949 shares 3,949 $753K 0.02% +71 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,824 shares; 2025Q1: 3,038 shares; 2025Q2: 3,242 shares; 2025Q3: 2,951 shares; 2025Q4: 2,490 shares; 2026Q1: 3,006 shares; 2026Q2: 2,793 shares; 2026Q3: 4,509 shares 4,509 $752K 0.02% +1,716 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,423 shares; 2026Q2: 19,500 shares; 2026Q3: 19,488 shares 19,488 $750K 0.02% -12 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,915 shares; 2025Q4: 9,915 shares; 2026Q1: 10,777 shares; 2026Q2: 9,833 shares; 2026Q3: 9,149 shares 9,149 $748K 0.02% -684 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,529 shares; 2025Q2: 8,658 shares; 2025Q3: 9,141 shares; 2025Q4: 10,093 shares; 2026Q1: 10,340 shares; 2026Q2: 9,959 shares; 2026Q3: 9,643 shares 9,643 $744K 0.02% -316 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,281 shares; 2025Q1: 1,297 shares; 2025Q2: 5,264 shares; 2025Q3: 6,867 shares; 2025Q4: 7,099 shares; 2026Q1: 7,390 shares; 2026Q2: 8,125 shares; 2026Q3: 8,507 shares 8,507 $736K 0.02% +382 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,529 shares; 2025Q1: 2,595 shares; 2025Q2: 2,473 shares; 2025Q3: 2,849 shares; 2025Q4: 2,881 shares; 2026Q1: 3,051 shares; 2026Q2: 3,320 shares; 2026Q3: 3,685 shares 3,685 $732K 0.02% +365 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,506 shares; 2025Q2: 1,580 shares; 2025Q3: 1,466 shares; 2025Q4: 1,617 shares; 2026Q1: 1,591 shares; 2026Q2: 1,768 shares; 2026Q3: 1,873 shares 1,873 $732K 0.02% +105 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,038 shares; 2025Q1: 8,278 shares; 2025Q2: 9,852 shares; 2025Q3: 8,863 shares; 2025Q4: 8,687 shares; 2026Q1: 8,477 shares; 2026Q2: 9,964 shares; 2026Q3: 10,146 shares 10,146 $731K 0.02% +182 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,430 shares; 2025Q1: 3,057 shares; 2025Q2: 3,031 shares; 2025Q3: 3,465 shares; 2025Q4: 3,431 shares; 2026Q1: 4,148 shares; 2026Q2: 4,199 shares; 2026Q3: 4,668 shares 4,668 $727K 0.02% +469 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,439 shares; 2025Q1: 6,592 shares; 2025Q2: 8,192 shares; 2025Q3: 8,703 shares; 2025Q4: 8,882 shares; 2026Q1: 11,058 shares; 2026Q2: 11,401 shares; 2026Q3: 17,418 shares 17,418 $727K 0.02% +6,017 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,998 shares; 2025Q1: 12,340 shares; 2025Q2: 17,162 shares; 2025Q3: 20,780 shares; 2025Q4: 21,236 shares; 2026Q1: 22,610 shares; 2026Q2: 22,920 shares; 2026Q3: 24,013 shares 24,013 $723K 0.02% +1,093 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,361 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,520 shares; 2025Q4: 4,592 shares; 2026Q1: 7,448 shares; 2026Q2: 8,506 shares; 2026Q3: 9,564 shares 9,564 $720K 0.02% +1,058 Timeline 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; 2024Q4: not reported; 2025Q1: 3,901 shares; 2025Q2: 3,901 shares; 2025Q3: 3,901 shares; 2025Q4: 4,002 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares; 2026Q3: 6,774 shares 6,774 $719K 0.02% +2,874 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,417 shares; 2025Q1: 8,136 shares; 2025Q2: 8,485 shares; 2025Q3: 9,029 shares; 2025Q4: 8,908 shares; 2026Q1: 9,036 shares; 2026Q2: 9,575 shares; 2026Q3: 9,806 shares 9,806 $719K 0.02% +231 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,342 shares; 2025Q2: 9,161 shares; 2025Q3: 9,184 shares; 2025Q4: 9,215 shares; 2026Q1: 9,215 shares; 2026Q2: 9,630 shares; 2026Q3: 9,216 shares 9,216 $718K 0.02% -414 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,737 shares; 2025Q1: 4,112 shares; 2025Q2: 4,417 shares; 2025Q3: 4,761 shares; 2025Q4: 5,236 shares; 2026Q1: 5,305 shares; 2026Q2: 5,350 shares; 2026Q3: 7,760 shares 7,760 $717K 0.02% +2,410 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,046 shares; 2026Q2: 10,144 shares; 2026Q3: 9,254 shares 9,254 $715K 0.02% -890 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 802 shares; 2025Q4: 855 shares; 2026Q1: 942 shares; 2026Q2: 1,068 shares; 2026Q3: 1,908 shares 1,908 $709K 0.02% +840 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,338 shares; 2026Q2: 11,478 shares; 2026Q3: 13,966 shares 13,966 $706K 0.02% +2,488 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,217 shares; 2025Q1: 2,309 shares; 2025Q2: 2,378 shares; 2025Q3: 2,466 shares; 2025Q4: 2,363 shares; 2026Q1: 2,457 shares; 2026Q2: 2,344 shares; 2026Q3: 2,389 shares 2,389 $702K 0.02% +45 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 534 shares; 2025Q1: 612 shares; 2025Q2: 674 shares; 2025Q3: 747 shares; 2025Q4: 714 shares; 2026Q1: 706 shares; 2026Q2: 756 shares; 2026Q3: 1,458 shares 1,458 $702K 0.02% +702 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,028 shares 8,028 $690K 0.02% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,491 shares; 2025Q2: 1,680 shares; 2025Q3: 1,796 shares; 2025Q4: 1,890 shares; 2026Q1: 2,212 shares; 2026Q2: 11,870 shares; 2026Q3: 10,916 shares 10,916 $690K 0.02% -954 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,129 shares; 2025Q4: 9,735 shares; 2026Q1: 12,344 shares; 2026Q2: 13,051 shares; 2026Q3: 13,520 shares 13,520 $690K 0.02% +469 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,171 shares; 2025Q1: 4,650 shares; 2025Q2: 4,706 shares; 2025Q3: 4,856 shares; 2025Q4: 4,884 shares; 2026Q1: 4,859 shares; 2026Q2: 5,169 shares; 2026Q3: 5,320 shares 5,320 $689K 0.02% +151 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,579 shares 4,579 $684K 0.02% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,808 shares; 2025Q1: 9,808 shares; 2025Q2: 9,816 shares; 2025Q3: 9,816 shares; 2025Q4: 9,821 shares; 2026Q1: 9,391 shares; 2026Q2: 9,391 shares; 2026Q3: 9,391 shares 9,391 $682K 0.02% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,815 shares; 2025Q1: 5,912 shares; 2025Q2: 2,001 shares; 2025Q3: 2,263 shares; 2025Q4: 2,285 shares; 2026Q1: 2,303 shares; 2026Q2: 2,474 shares; 2026Q3: 3,062 shares 3,062 $681K 0.02% +588 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,150 shares; 2025Q1: 4,598 shares; 2025Q2: 5,860 shares; 2025Q3: 5,285 shares; 2025Q4: 4,601 shares; 2026Q1: 4,602 shares; 2026Q2: 5,094 shares; 2026Q3: 5,422 shares 5,422 $676K 0.02% +328 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,398 shares; 2025Q1: 30,727 shares; 2025Q2: 31,170 shares; 2025Q3: 29,859 shares; 2025Q4: 29,465 shares; 2026Q1: 29,189 shares; 2026Q2: 29,797 shares; 2026Q3: 31,832 shares 31,832 $675K 0.02% +2,035 Timeline