QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,267,468 shares; 2024Q4: 1,254,494 shares; 2025Q1: 1,251,388 shares; 2025Q2: 1,211,543 shares; 2025Q3: 1,201,504 shares; 2025Q4: 1,202,274 shares; 2026Q1: 1,201,810 shares; 2026Q2: 1,167,255 shares 1,167,255 $256M 8.56% -34,555 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290,421 shares; 2024Q4: 1,295,666 shares; 2025Q1: 1,301,911 shares; 2025Q2: 1,210,442 shares; 2025Q3: 1,206,307 shares; 2025Q4: 1,196,152 shares; 2026Q1: 1,153,472 shares; 2026Q2: 1,066,732 shares 1,066,732 $213M 7.13% -86,740 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,811,748 shares; 2024Q4: 2,261,035 shares; 2025Q1: 2,288,150 shares; 2025Q2: 2,292,021 shares; 2025Q3: 2,290,301 shares; 2025Q4: 2,289,163 shares; 2026Q1: 2,347,193 shares; 2026Q2: 2,294,992 shares 2,294,992 $173M 5.78% -52,201 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,987,535 shares; 2024Q4: 1,799,937 shares; 2025Q1: 1,796,164 shares; 2025Q2: 1,914,019 shares; 2025Q3: 1,834,107 shares; 2025Q4: 1,825,463 shares; 2026Q1: 1,827,711 shares; 2026Q2: 1,767,605 shares 1,767,605 $164M 5.5% -60,106 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,161,375 shares; 2024Q4: 1,222,765 shares; 2025Q1: 1,550,365 shares; 2025Q2: 1,583,135 shares; 2025Q3: 1,821,020 shares; 2025Q4: 2,319,295 shares; 2026Q1: 2,592,485 shares; 2026Q2: 3,067,790 shares 3,067,790 $161M 5.37% +475,305 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229,241 shares; 2024Q4: 1,668,037 shares; 2025Q1: 1,688,681 shares; 2025Q2: 1,770,694 shares; 2025Q3: 1,766,534 shares; 2025Q4: 1,761,493 shares; 2026Q1: 1,713,828 shares; 2026Q2: 1,671,587 shares 1,671,587 $147M 4.9% -42,241 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 894,801 shares; 2024Q4: 892,922 shares; 2025Q1: 890,518 shares; 2025Q2: 894,315 shares; 2025Q3: 892,211 shares; 2025Q4: 892,467 shares; 2026Q1: 889,433 shares; 2026Q2: 820,989 shares 820,989 $130M 4.34% -68,444 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,809 shares; 2024Q4: 437,576 shares; 2025Q1: 436,540 shares; 2025Q2: 438,241 shares; 2025Q3: 436,126 shares; 2025Q4: 430,887 shares; 2026Q1: 429,452 shares; 2026Q2: 405,851 shares 405,851 $117M 3.93% -23,601 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,501,800 shares; 2024Q4: 1,559,400 shares; 2025Q1: 1,656,875 shares; 2025Q2: 1,695,780 shares; 2025Q3: 1,715,140 shares; 2025Q4: 1,714,900 shares; 2026Q1: 1,723,025 shares; 2026Q2: 1,592,700 shares 1,592,700 $100M 3.36% -130,325 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,492,179 shares; 2024Q4: 1,466,669 shares; 2025Q1: 1,456,604 shares; 2025Q2: 1,266,357 shares; 2025Q3: 1,261,907 shares; 2025Q4: 1,245,797 shares; 2026Q1: 1,228,997 shares; 2026Q2: 1,155,957 shares 1,155,957 $95.8M 3.2% -73,040 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,621 shares; 2024Q4: 281,521 shares; 2025Q1: 283,818 shares; 2025Q2: 266,207 shares; 2025Q3: 257,992 shares; 2025Q4: 503,949 shares; 2026Q1: 486,310 shares; 2026Q2: 450,797 shares 450,797 $85.9M 2.87% -35,513 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 894,746 shares; 2024Q4: 893,227 shares; 2025Q1: 893,152 shares; 2025Q2: 893,094 shares; 2025Q3: 973,980 shares; 2025Q4: 974,254 shares; 2026Q1: 881,720 shares; 2026Q2: 881,721 shares 881,721 $73.8M 2.47% +1 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,480,684 shares; 2024Q4: 1,449,479 shares; 2025Q1: 1,385,239 shares; 2025Q2: 1,310,019 shares; 2025Q3: 1,367,924 shares; 2025Q4: 1,418,534 shares; 2026Q1: 1,424,204 shares; 2026Q2: 1,437,741 shares 1,437,741 $71.6M 2.39% +13,537 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359,087 shares; 2024Q4: 798,667 shares; 2025Q1: 852,322 shares; 2025Q2: 966,302 shares; 2025Q3: 989,042 shares; 2025Q4: 954,682 shares; 2026Q1: 954,917 shares; 2026Q2: 930,967 shares 930,967 $70.5M 2.36% -23,950 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,898 shares; 2024Q4: 94,886 shares; 2025Q1: 94,644 shares; 2025Q2: 112,839 shares; 2025Q3: 112,599 shares; 2025Q4: 113,759 shares; 2026Q1: 113,488 shares; 2026Q2: 83,433 shares 83,433 $62.5M 2.09% -30,055 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,708 shares; 2024Q4: 282,853 shares; 2025Q1: 283,238 shares; 2025Q2: 285,873 shares; 2025Q3: 286,558 shares; 2025Q4: 288,593 shares; 2026Q1: 290,228 shares; 2026Q2: 290,918 shares 290,918 $61.9M 2.07% +690 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,216 shares; 2024Q4: 194,669 shares; 2025Q1: 195,904 shares; 2025Q2: 197,634 shares; 2025Q3: 197,394 shares; 2025Q4: 201,169 shares; 2026Q1: 201,369 shares; 2026Q2: 203,184 shares 203,184 $59M 1.97% +1,815 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,755 shares; 2024Q4: 215,835 shares; 2025Q1: 215,408 shares; 2025Q2: 194,443 shares; 2025Q3: 167,263 shares; 2025Q4: 162,578 shares; 2026Q1: 162,403 shares; 2026Q2: 162,098 shares 162,098 $53.1M 1.77% -305 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,412 shares; 2024Q4: 68,773 shares; 2025Q1: 68,736 shares; 2025Q2: 59,946 shares; 2025Q3: 50,371 shares; 2025Q4: 48,781 shares; 2026Q1: 48,491 shares; 2026Q2: 48,491 shares 48,491 $49M 1.64% 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; 2024Q3: 54,818 shares; 2024Q4: 52,808 shares; 2025Q1: 52,538 shares; 2025Q2: 50,658 shares; 2025Q3: 49,578 shares; 2025Q4: 48,473 shares; 2026Q1: 47,079 shares; 2026Q2: 40,314 shares 40,314 $42.9M 1.44% -6,765 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,160 shares; 2024Q4: 82,415 shares; 2025Q1: 82,370 shares; 2025Q2: 82,032 shares; 2025Q3: 81,997 shares; 2025Q4: 81,897 shares; 2026Q1: 81,882 shares; 2026Q2: 81,672 shares 81,672 $40.9M 1.37% -210 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 738,310 shares; 2024Q4: 755,800 shares; 2025Q1: 755,800 shares; 2025Q2: 768,335 shares; 2025Q3: 767,650 shares; 2025Q4: 768,785 shares; 2026Q1: 779,050 shares; 2026Q2: 779,050 shares 779,050 $38.6M 1.29% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,480 shares; 2024Q4: 235,509 shares; 2025Q1: 235,889 shares; 2025Q2: 233,483 shares; 2025Q3: 233,923 shares; 2025Q4: 233,963 shares; 2026Q1: 232,563 shares; 2026Q2: 232,139 shares 232,139 $36.8M 1.23% -424 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425,346 shares; 2024Q4: 409,821 shares; 2025Q1: 406,051 shares; 2025Q2: 435,481 shares; 2025Q3: 432,861 shares; 2025Q4: 430,306 shares; 2026Q1: 537,846 shares; 2026Q2: 537,221 shares 537,221 $36.6M 1.23% -625 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,140 shares; 2024Q4: 127,825 shares; 2025Q1: 128,780 shares; 2025Q2: 133,950 shares; 2025Q3: 219,315 shares; 2025Q4: 221,580 shares; 2026Q1: 263,365 shares; 2026Q2: 662,380 shares 662,380 $34.7M 1.16% +399,015 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,841 shares; 2024Q4: 56,506 shares; 2025Q1: 56,101 shares; 2025Q2: 54,086 shares; 2025Q3: 52,906 shares; 2025Q4: 52,026 shares; 2026Q1: 51,186 shares; 2026Q2: 46,586 shares 46,586 $33.2M 1.11% -4,600 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 556,675 shares; 2026Q2: 598,286 shares 598,286 $31.5M 1.05% +41,611 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 804,617 shares; 2026Q2: 865,845 shares 865,845 $27.5M 0.92% +61,228 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; 2024Q3: 168,364 shares; 2024Q4: 167,819 shares; 2025Q1: 167,819 shares; 2025Q2: 168,139 shares; 2025Q3: 166,409 shares; 2025Q4: 163,944 shares; 2026Q1: 163,944 shares; 2026Q2: 160,799 shares 160,799 $27.1M 0.91% -3,145 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493,135 shares; 2024Q4: 493,135 shares; 2025Q1: 493,135 shares; 2025Q2: 493,135 shares; 2025Q3: 493,135 shares; 2025Q4: 493,135 shares; 2026Q1: 495,030 shares; 2026Q2: 495,030 shares 495,030 $26.7M 0.89% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,558 shares; 2024Q4: 114,803 shares; 2025Q1: 115,398 shares; 2025Q2: 114,183 shares; 2025Q3: 113,708 shares; 2025Q4: 113,988 shares; 2026Q1: 113,973 shares; 2026Q2: 104,183 shares 104,183 $24.7M 0.82% -9,790 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; 2024Q3: 55,520 shares; 2024Q4: 54,655 shares; 2025Q1: 54,305 shares; 2025Q2: 40,055 shares; 2025Q3: 39,485 shares; 2025Q4: 38,890 shares; 2026Q1: 38,785 shares; 2026Q2: 33,545 shares 33,545 $24.2M 0.81% -5,240 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,698 shares; 2024Q4: 421,468 shares; 2025Q1: 424,023 shares; 2025Q2: 420,672 shares; 2025Q3: 422,207 shares; 2025Q4: 433,292 shares; 2026Q1: 429,947 shares; 2026Q2: 436,687 shares 436,687 $23.4M 0.78% +6,740 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484,091 shares; 2024Q4: 449,698 shares; 2025Q1: 433,653 shares; 2025Q2: 423,989 shares; 2025Q3: 414,896 shares; 2025Q4: 398,276 shares; 2026Q1: 396,930 shares; 2026Q2: 388,891 shares 388,891 $23.2M 0.78% -8,039 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,822 shares; 2024Q4: 171,587 shares; 2025Q1: 170,827 shares; 2025Q2: 195,333 shares; 2025Q3: 190,163 shares; 2025Q4: 191,023 shares; 2026Q1: 192,438 shares; 2026Q2: 799,575 shares 799,575 $21.9M 0.73% +607,137 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419,857 shares; 2024Q4: 401,368 shares; 2025Q1: 401,546 shares; 2025Q2: 401,477 shares; 2025Q3: 388,178 shares; 2025Q4: 381,303 shares; 2026Q1: 378,244 shares; 2026Q2: 374,259 shares 374,259 $21.3M 0.71% -3,985 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,630 shares; 2024Q4: 248,765 shares; 2025Q1: 248,765 shares; 2025Q2: 252,220 shares; 2025Q3: 252,085 shares; 2025Q4: 252,290 shares; 2026Q1: 254,990 shares; 2026Q2: 254,990 shares 254,990 $19.3M 0.65% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,550 shares; 2024Q4: 335,030 shares; 2025Q1: 335,030 shares; 2025Q2: 335,810 shares; 2025Q3: 335,810 shares; 2025Q4: 335,810 shares; 2026Q1: 335,810 shares; 2026Q2: 335,810 shares 335,810 $18.6M 0.62% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,466 shares; 2024Q4: 34,921 shares; 2025Q1: 34,226 shares; 2025Q2: 34,396 shares; 2025Q3: 31,236 shares; 2025Q4: 24,236 shares; 2026Q1: 23,191 shares; 2026Q2: 21,181 shares 21,181 $17.6M 0.59% -2,010 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,060 shares; 2024Q4: 297,295 shares; 2025Q1: 318,390 shares; 2025Q2: 318,135 shares; 2025Q3: 311,700 shares; 2025Q4: 306,385 shares; 2026Q1: 317,825 shares; 2026Q2: 288,965 shares 288,965 $17.5M 0.59% -28,860 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,740 shares; 2024Q4: 69,970 shares; 2025Q1: 69,970 shares; 2025Q2: 202,875 shares; 2025Q3: 202,875 shares; 2025Q4: 202,875 shares; 2026Q1: 202,875 shares; 2026Q2: 202,875 shares 202,875 $16.8M 0.56% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,519 shares; 2024Q4: 140,084 shares; 2025Q1: 140,084 shares; 2025Q2: 140,534 shares; 2025Q3: 140,534 shares; 2025Q4: 140,534 shares; 2026Q1: 140,534 shares; 2026Q2: 140,534 shares 140,534 $16.5M 0.55% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,850 shares; 2024Q4: 257,900 shares; 2025Q1: 262,205 shares; 2025Q2: 302,630 shares; 2025Q3: 302,420 shares; 2025Q4: 299,530 shares; 2026Q1: 292,975 shares; 2026Q2: 273,580 shares 273,580 $13.5M 0.45% -19,395 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,689 shares; 2024Q4: 27,729 shares; 2025Q1: 27,564 shares; 2025Q2: 29,449 shares; 2025Q3: 29,199 shares; 2025Q4: 31,389 shares; 2026Q1: 31,894 shares; 2026Q2: 33,074 shares 33,074 $12.1M 0.4% +1,180 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,262 shares; 2024Q4: 176,772 shares; 2025Q1: 179,107 shares; 2025Q2: 170,370 shares; 2025Q3: 170,370 shares; 2025Q4: 162,735 shares; 2026Q1: 155,635 shares; 2026Q2: 155,635 shares 155,635 $11.8M 0.39% 0 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,695 shares; 2024Q4: 84,695 shares; 2025Q1: 84,695 shares; 2025Q2: 59,190 shares; 2025Q3: 59,070 shares; 2025Q4: 59,070 shares; 2026Q1: 58,345 shares; 2026Q2: 58,345 shares 58,345 $11.7M 0.39% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,889 shares; 2024Q4: 9,969 shares; 2025Q1: 16,154 shares; 2025Q2: 16,349 shares; 2025Q3: 16,234 shares; 2025Q4: 16,139 shares; 2026Q1: 15,874 shares; 2026Q2: 15,330 shares 15,330 $9.82M 0.33% -544 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,593 shares; 2024Q4: 61,869 shares; 2025Q1: 62,250 shares; 2025Q2: 56,305 shares; 2025Q3: 54,721 shares; 2025Q4: 54,088 shares; 2026Q1: 53,419 shares; 2026Q2: 40,400 shares 40,400 $9.82M 0.33% -13,019 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; 2024Q3: 120,770 shares; 2024Q4: 120,770 shares; 2025Q1: 120,725 shares; 2025Q2: 120,725 shares; 2025Q3: 120,725 shares; 2025Q4: 120,725 shares; 2026Q1: 120,725 shares; 2026Q2: 120,725 shares 120,725 $9.31M 0.31% 0 Timeline IDNA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,899 shares; 2024Q4: 270,617 shares; 2025Q1: 285,472 shares; 2025Q2: 290,727 shares; 2025Q3: 285,777 shares; 2025Q4: 273,147 shares; 2026Q1: 269,987 shares; 2026Q2: 268,472 shares 268,472 $9.06M 0.3% -1,515 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,325 shares; 2024Q4: 169,325 shares; 2025Q1: 168,235 shares; 2025Q2: 168,235 shares; 2025Q3: 166,895 shares; 2025Q4: 166,895 shares; 2026Q1: 166,865 shares; 2026Q2: 166,865 shares 166,865 $8.51M 0.28% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,295 shares; 2024Q4: 64,300 shares; 2025Q1: 65,170 shares; 2025Q2: 63,000 shares; 2025Q3: 61,855 shares; 2025Q4: 62,160 shares; 2026Q1: 62,400 shares; 2026Q2: 62,600 shares 62,600 $7.89M 0.26% +200 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,336 shares; 2024Q4: 17,976 shares; 2025Q1: 17,571 shares; 2025Q2: 17,891 shares; 2025Q3: 18,111 shares; 2025Q4: 18,821 shares; 2026Q1: 18,776 shares; 2026Q2: 23,411 shares 23,411 $7.33M 0.25% +4,635 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,003 shares; 2024Q4: 51,828 shares; 2025Q1: 51,888 shares; 2025Q2: 51,823 shares; 2025Q3: 51,438 shares; 2025Q4: 50,928 shares; 2026Q1: 50,898 shares; 2026Q2: 50,778 shares 50,778 $7.11M 0.24% -120 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,466 shares; 2024Q4: 28,391 shares; 2025Q1: 26,226 shares; 2025Q2: 27,536 shares; 2025Q3: 27,321 shares; 2025Q4: 25,021 shares; 2026Q1: 25,031 shares; 2026Q2: 24,731 shares 24,731 $6.73M 0.22% -300 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,955 shares; 2024Q4: 74,742 shares; 2025Q1: 71,467 shares; 2025Q2: 68,473 shares; 2025Q3: 67,894 shares; 2025Q4: 66,635 shares; 2026Q1: 67,116 shares; 2026Q2: 66,592 shares 66,592 $6.42M 0.21% -524 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,855 shares; 2024Q4: 126,685 shares; 2025Q1: 126,685 shares; 2025Q2: 126,685 shares; 2025Q3: 126,685 shares; 2025Q4: 126,685 shares; 2026Q1: 126,685 shares; 2026Q2: 126,685 shares 126,685 $6.02M 0.2% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,158 shares; 2024Q4: 17,616 shares; 2025Q1: 17,495 shares; 2025Q2: 17,741 shares; 2025Q3: 17,421 shares; 2025Q4: 17,058 shares; 2026Q1: 13,418 shares; 2026Q2: 13,443 shares 13,443 $5.01M 0.17% +25 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,320 shares; 2024Q4: 52,320 shares; 2025Q1: 52,320 shares; 2025Q2: 52,320 shares; 2025Q3: 52,320 shares; 2025Q4: 52,320 shares; 2026Q1: 52,320 shares; 2026Q2: 52,320 shares 52,320 $4.8M 0.16% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,198 shares; 2024Q4: 2,198 shares; 2025Q1: 2,340 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares; 2026Q2: 2,270 shares 2,270 $4.52M 0.15% -15 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,400 shares; 2024Q4: 83,200 shares; 2025Q1: 75,555 shares; 2025Q2: 76,440 shares; 2025Q3: 76,440 shares; 2025Q4: 76,440 shares; 2026Q1: 76,440 shares; 2026Q2: 75,920 shares 75,920 $4.31M 0.14% -520 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,065 shares; 2024Q4: 9,952 shares; 2025Q1: 9,289 shares; 2025Q2: 9,349 shares; 2025Q3: 9,249 shares; 2025Q4: 8,454 shares; 2026Q1: 8,549 shares; 2026Q2: 34,088 shares 34,088 $4.23M 0.14% +25,539 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,090 shares; 2024Q4: 42,090 shares; 2025Q1: 42,170 shares; 2025Q2: 7,400 shares; 2025Q3: 42,170 shares; 2025Q4: 42,170 shares; 2026Q1: 42,220 shares; 2026Q2: 42,115 shares 42,115 $4.06M 0.14% -105 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,266 shares; 2024Q4: 14,151 shares; 2025Q1: 14,151 shares; 2025Q2: 15,711 shares; 2025Q3: 15,711 shares; 2025Q4: 14,286 shares; 2026Q1: 15,501 shares; 2026Q2: 15,606 shares 15,606 $3.12M 0.1% +105 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,845 shares; 2024Q4: 43,845 shares; 2025Q1: 48,205 shares; 2025Q2: 53,115 shares; 2025Q3: 51,010 shares; 2025Q4: 46,395 shares; 2026Q1: 46,395 shares; 2026Q2: 46,395 shares 46,395 $3.07M 0.1% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,898 shares; 2024Q4: 28,823 shares; 2025Q1: 28,483 shares; 2025Q2: 30,263 shares; 2025Q3: 30,353 shares; 2025Q4: 30,648 shares; 2026Q1: 29,518 shares; 2026Q2: 29,093 shares 29,093 $2.81M 0.09% -425 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,283 shares; 2024Q4: 10,266 shares; 2025Q1: 10,781 shares; 2025Q2: 11,555 shares; 2025Q3: 11,509 shares; 2025Q4: 11,395 shares; 2026Q1: 11,395 shares; 2026Q2: 11,395 shares 11,395 $2.72M 0.09% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,863 shares; 2024Q4: 122,828 shares; 2025Q1: 122,440 shares; 2025Q2: 94,116 shares; 2025Q3: 93,791 shares; 2025Q4: 93,641 shares; 2026Q1: 13,972 shares; 2026Q2: 13,632 shares 13,632 $2.53M 0.08% -340 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,117 shares; 2024Q4: 8,909 shares; 2025Q1: 9,326 shares; 2025Q2: 8,716 shares; 2025Q3: 8,551 shares; 2025Q4: 8,121 shares; 2026Q1: 8,401 shares; 2026Q2: 7,961 shares 7,961 $2.3M 0.08% -440 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,125 shares; 2024Q4: 22,125 shares; 2025Q1: 22,125 shares; 2025Q2: 22,125 shares; 2025Q3: 22,125 shares; 2025Q4: 21,730 shares; 2026Q1: 21,700 shares; 2026Q2: 21,700 shares 21,700 $1.93M 0.06% 0 Timeline CNYA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,675 shares; 2024Q4: 43,675 shares; 2025Q1: 43,675 shares; 2025Q2: not reported; 2025Q3: 43,675 shares; 2025Q4: 43,675 shares; 2026Q1: 43,605 shares; 2026Q2: 43,605 shares 43,605 $1.67M 0.06% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 3,690 shares; 2025Q2: 4,586 shares; 2025Q3: 4,586 shares; 2025Q4: 4,642 shares; 2026Q1: 4,642 shares; 2026Q2: 4,642 shares 4,642 $1.64M 0.05% 0 Timeline CHIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,917 shares; 2024Q4: 98,567 shares; 2025Q1: 98,567 shares; 2025Q2: 98,567 shares; 2025Q3: 98,567 shares; 2025Q4: 98,567 shares; 2026Q1: 98,567 shares; 2026Q2: 98,567 shares 98,567 $1.56M 0.05% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,700 shares; 2024Q4: 17,700 shares; 2025Q1: 17,695 shares; 2025Q2: 17,695 shares; 2025Q3: 17,675 shares; 2025Q4: 17,675 shares; 2026Q1: 17,675 shares; 2026Q2: 17,675 shares 17,675 $1.46M 0.05% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,888 shares; 2025Q3: 10,888 shares; 2025Q4: 9,488 shares; 2026Q1: 8,128 shares; 2026Q2: 8,128 shares 8,128 $1.38M 0.05% 0 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,597 shares; 2024Q4: 19,957 shares; 2025Q1: 17,892 shares; 2025Q2: 13,397 shares; 2025Q3: 12,987 shares; 2025Q4: 12,097 shares; 2026Q1: 12,097 shares; 2026Q2: 11,722 shares 11,722 $1.37M 0.05% -375 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,427 shares; 2025Q4: 2,589 shares; 2026Q1: 2,589 shares; 2026Q2: 2,424 shares 2,424 $1.37M 0.05% -165 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,402 shares; 2025Q3: 30,402 shares; 2025Q4: 30,402 shares; 2026Q1: 30,402 shares; 2026Q2: 30,402 shares 30,402 $1.35M 0.05% 0 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,952 shares; 2024Q4: 25,999 shares; 2025Q1: 26,050 shares; 2025Q2: 26,105 shares; 2025Q3: 26,157 shares; 2025Q4: 26,212 shares; 2026Q1: 26,262 shares; 2026Q2: 27,033 shares 27,033 $1.33M 0.04% +771 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,138 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares; 2026Q2: 1,000 shares 1,000 $1.17M 0.04% -135 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,586 shares; 2024Q4: 67,094 shares; 2025Q1: 48,952 shares; 2025Q2: 44,572 shares; 2025Q3: 44,572 shares; 2025Q4: 26,742 shares; 2026Q1: 24,862 shares; 2026Q2: 24,424 shares 24,424 $1.13M 0.04% -438 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,745 shares; 2024Q4: 8,145 shares; 2025Q1: 8,145 shares; 2025Q2: 8,845 shares; 2025Q3: 9,850 shares; 2025Q4: 10,005 shares; 2026Q1: 12,970 shares; 2026Q2: 13,605 shares 13,605 $1.08M 0.04% +635 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 56,360 shares; 2025Q2: 56,360 shares; 2025Q3: 56,360 shares; 2025Q4: 56,360 shares; 2026Q1: 56,360 shares; 2026Q2: 56,360 shares 56,360 $1M 0.03% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,953 shares; 2024Q4: 38,953 shares; 2025Q1: 38,953 shares; 2025Q2: 38,953 shares; 2025Q3: 31,703 shares; 2025Q4: 31,703 shares; 2026Q1: 31,703 shares; 2026Q2: 31,703 shares 31,703 $1M 0.03% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,345 shares; 2024Q4: 10,345 shares; 2025Q1: 10,345 shares; 2025Q2: 10,345 shares; 2025Q3: 10,345 shares; 2025Q4: 10,345 shares; 2026Q1: 10,345 shares; 2026Q2: 10,345 shares 10,345 $989K 0.03% 0 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,338 shares; 2024Q4: 84,338 shares; 2025Q1: 84,338 shares; 2025Q2: 27,108 shares; 2025Q3: 27,108 shares; 2025Q4: 27,108 shares; 2026Q1: 27,108 shares; 2026Q2: 27,108 shares 27,108 $944K 0.03% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,090 shares; 2025Q3: 25,090 shares; 2025Q4: 25,090 shares; 2026Q1: 25,090 shares; 2026Q2: 25,090 shares 25,090 $924K 0.03% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,050 shares; 2024Q4: 5,050 shares; 2025Q1: 5,410 shares; 2025Q2: 5,410 shares; 2025Q3: 5,410 shares; 2025Q4: 5,410 shares; 2026Q1: 5,410 shares; 2026Q2: 5,410 shares 5,410 $884K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,143 shares; 2024Q4: 16,143 shares; 2025Q1: 13,751 shares; 2025Q2: 13,751 shares; 2025Q3: 11,451 shares; 2025Q4: 10,166 shares; 2026Q1: 6,700 shares; 2026Q2: 6,165 shares 6,165 $861K 0.03% -535 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 665 shares; 2026Q2: 665 shares 665 $798K 0.03% 0 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,595 shares; 2024Q4: 40,595 shares; 2025Q1: 40,595 shares; 2025Q2: 40,595 shares; 2025Q3: 31,490 shares; 2025Q4: 17,525 shares; 2026Q1: 16,300 shares; 2026Q2: 15,865 shares 15,865 $710K 0.02% -435 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,780 shares; 2024Q4: 4,780 shares; 2025Q1: 4,780 shares; 2025Q2: 4,780 shares; 2025Q3: 4,780 shares; 2025Q4: 4,780 shares; 2026Q1: 4,780 shares; 2026Q2: 4,780 shares 4,780 $691K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,656 shares; 2024Q4: 2,656 shares; 2025Q1: 2,656 shares; 2025Q2: 2,656 shares; 2025Q3: 2,656 shares; 2025Q4: 2,656 shares; 2026Q1: 2,656 shares; 2026Q2: 2,656 shares 2,656 $654K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,649 shares; 2024Q4: 6,624 shares; 2025Q1: 6,334 shares; 2025Q2: 3,514 shares; 2025Q3: 3,259 shares; 2025Q4: 3,244 shares; 2026Q1: 2,954 shares; 2026Q2: 2,909 shares 2,909 $608K 0.02% -45 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,660 shares; 2024Q4: 4,660 shares; 2025Q1: 4,660 shares; 2025Q2: 4,660 shares; 2025Q3: 4,660 shares; 2025Q4: 4,660 shares; 2026Q1: 4,660 shares; 2026Q2: 4,660 shares 4,660 $596K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,398 shares; 2024Q4: 2,383 shares; 2025Q1: 2,387 shares; 2025Q2: 2,801 shares; 2025Q3: 2,801 shares; 2025Q4: 2,723 shares; 2026Q1: 2,723 shares; 2026Q2: 2,723 shares 2,723 $558K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715 shares; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,715 shares 1,715 $511K 0.02% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,885 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 4,885 shares; 2025Q3: 4,885 shares; 2025Q4: 4,885 shares; 2026Q1: 4,885 shares; 2026Q2: 4,885 shares 4,885 $497K 0.02% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140 $494K 0.02% 0 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,230 shares; 2024Q4: 5,230 shares; 2025Q1: 5,230 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 5,230 shares; 2026Q1: 5,230 shares; 2026Q2: 5,230 shares 5,230 $483K 0.02% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,810 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares; 2025Q4: 1,813 shares; 2026Q1: 1,813 shares; 2026Q2: 1,813 shares 1,813 $460K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,614 shares; 2024Q4: 4,509 shares; 2025Q1: 4,529 shares; 2025Q2: 4,559 shares; 2025Q3: 4,549 shares; 2025Q4: 1,484 shares; 2026Q1: 1,519 shares; 2026Q2: 1,509 shares 1,509 $451K 0.02% -10 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,231 shares; 2026Q1: 1,231 shares; 2026Q2: 1,251 shares 1,251 $441K 0.01% +20 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,895 shares; 2024Q4: 29,895 shares; 2025Q1: 28,590 shares; 2025Q2: 17,335 shares; 2025Q3: 17,335 shares; 2025Q4: 17,335 shares; 2026Q1: 17,335 shares; 2026Q2: 14,140 shares 14,140 $431K 0.01% -3,195 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 4,308 shares; 2025Q2: 3,633 shares; 2025Q3: 3,188 shares; 2025Q4: 3,200 shares; 2026Q1: 3,208 shares; 2026Q2: 2,928 shares 2,928 $429K 0.01% -280 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares; 2026Q1: 1,172 shares; 2026Q2: 1,173 shares 1,173 $425K 0.01% +1 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,960 shares; 2024Q4: 5,960 shares; 2025Q1: 5,960 shares; 2025Q2: 5,960 shares; 2025Q3: 5,515 shares; 2025Q4: 5,515 shares; 2026Q1: 5,515 shares; 2026Q2: 5,515 shares 5,515 $422K 0.01% 0 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; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,385 shares; 2025Q3: 3,385 shares; 2025Q4: 3,385 shares; 2026Q1: 3,385 shares; 2026Q2: 3,385 shares 3,385 $417K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,501 shares; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares; 2026Q2: 1,501 shares 1,501 $414K 0.01% -10 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,858 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: 1,858 shares; 2026Q1: 1,858 shares; 2026Q2: 1,858 shares 1,858 $405K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,715 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,715 shares; 2026Q1: 3,715 shares; 2026Q2: 3,715 shares 3,715 $365K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 1,496 shares; 2025Q3: 1,496 shares; 2025Q4: 1,496 shares; 2026Q1: 1,496 shares; 2026Q2: 1,496 shares 1,496 $363K 0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares; 2026Q1: 2,219 shares; 2026Q2: 2,149 shares 2,149 $356K 0.01% -70 Timeline IA INNOVATIVE SOLUTIONS & SUPPO More: the full row for INNOVATIVE SOLUTIONS & SUPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,395 shares; 2024Q4: 19,395 shares; 2025Q1: 19,395 shares; 2025Q2: 19,395 shares; 2025Q3: 19,395 shares; 2025Q4: 19,395 shares; 2026Q1: 19,395 shares; 2026Q2: 19,395 shares 19,395 $349K 0.01% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,562 shares; 2024Q4: 7,562 shares; 2025Q1: 7,562 shares; 2025Q2: 7,127 shares; 2025Q3: 7,127 shares; 2025Q4: 7,127 shares; 2026Q1: 7,127 shares; 2026Q2: 6,222 shares 6,222 $331K 0.01% -905 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 603 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $317K 0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,396 shares; 2024Q4: 2,396 shares; 2025Q1: 2,396 shares; 2025Q2: 2,396 shares; 2025Q3: not reported; 2025Q4: 3,220 shares; 2026Q1: 3,220 shares; 2026Q2: 3,220 shares 3,220 $317K 0.01% 0 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; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,460 shares; 2026Q2: 4,460 shares 4,460 $309K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,065 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 3,065 shares; 2025Q4: 3,065 shares; 2026Q1: 3,065 shares; 2026Q2: 2,960 shares 2,960 $308K 0.01% -105 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 690 shares 690 $298K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $295K 0.01% 0 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,990 shares; 2024Q4: 3,875 shares; 2025Q1: 3,875 shares; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 2,810 shares; 2026Q1: 2,725 shares; 2026Q2: 2,200 shares 2,200 $292K 0.01% -525 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $283K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,445 shares; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares; 2026Q2: 1,445 shares 1,445 $281K 0.01% 0 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,830 shares; 2024Q4: 2,830 shares; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares; 2025Q3: 2,165 shares; 2025Q4: 2,165 shares; 2026Q1: 2,645 shares; 2026Q2: 2,230 shares 2,230 $273K 0.01% -415 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares; 2026Q2: 1,035 shares 1,035 $270K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,335 shares; 2026Q2: 805 shares 805 $270K 0.01% -530 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 366 shares; 2026Q1: 366 shares; 2026Q2: 366 shares 366 $270K 0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 266 shares 266 $249K 0.01% 0 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,685 shares; 2024Q4: 11,685 shares; 2025Q1: 11,685 shares; 2025Q2: 11,685 shares; 2025Q3: 11,685 shares; 2025Q4: 11,685 shares; 2026Q1: 11,685 shares; 2026Q2: 11,685 shares 11,685 $238K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,710 shares; 2026Q2: 3,710 shares 3,710 $233K 0.01% 0 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,616 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,739 shares; 2026Q1: 2,547 shares; 2026Q2: 2,507 shares 2,507 $225K 0.01% -40 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 652 shares; 2026Q1: not reported; 2026Q2: 652 shares 652 $224K 0.01% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,713 shares; 2024Q4: 2,713 shares; 2025Q1: 2,713 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,403 shares; 2026Q1: 2,343 shares; 2026Q2: 2,313 shares 2,313 $223K 0.01% -30 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $220K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 834 shares; 2026Q2: 834 shares 834 $217K 0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 846 shares 846 $213K 0.01% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,380 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $209K 0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,565 shares; 2024Q4: 10,045 shares; 2025Q1: 10,045 shares; 2025Q2: 10,045 shares; 2025Q3: 10,045 shares; 2025Q4: 9,190 shares; 2026Q1: 8,760 shares; 2026Q2: 8,760 shares 8,760 $203K 0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,004 shares; 2024Q4: 19,004 shares; 2025Q1: 19,004 shares; 2025Q2: 19,004 shares; 2025Q3: 19,004 shares; 2025Q4: 19,004 shares; 2026Q1: 19,004 shares; 2026Q2: 19,004 shares 19,004 $182K 0.01% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,643 shares; 2026Q2: 15,076 shares 15,076 $181K 0.01% +433 Timeline NNVC NANOVIRICIDES INC More: the full row for NANOVIRICIDES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,736 shares; 2024Q4: 15,736 shares; 2025Q1: 15,736 shares; 2025Q2: 15,736 shares; 2025Q3: 15,736 shares; 2025Q4: 15,736 shares; 2026Q1: 15,736 shares; 2026Q2: 15,736 shares 15,736 $21.7K <0.01% 0 Timeline