AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 353,478 shares; 2025Q1: 348,745 shares; 2025Q2: 343,421 shares; 2025Q3: 341,453 shares; 2025Q4: 331,417 shares; 2026Q1: 325,457 shares; 2026Q2: 330,559 shares; 2026Q3: 324,809 shares 324,809 $108M 6.82% -5,750 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: 151,446 shares; 2025Q1: 151,647 shares; 2025Q2: 150,382 shares; 2025Q3: 149,357 shares; 2025Q4: 148,341 shares; 2026Q1: 148,446 shares; 2026Q2: 127,919 shares; 2026Q3: 124,622 shares 124,622 $63.9M 4.03% -3,297 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: 224,986 shares; 2025Q1: 229,445 shares; 2025Q2: 224,302 shares; 2025Q3: 221,765 shares; 2025Q4: 218,696 shares; 2026Q1: 211,712 shares; 2026Q2: 219,225 shares; 2026Q3: 217,727 shares 217,727 $49.7M 3.14% -1,498 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: 166,742 shares; 2025Q1: 160,848 shares; 2025Q2: 159,842 shares; 2025Q3: 157,966 shares; 2025Q4: 155,276 shares; 2026Q1: 151,671 shares; 2026Q2: 143,740 shares; 2026Q3: 141,317 shares 141,317 $48.6M 3.07% -2,423 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: 220,937 shares; 2025Q1: 216,571 shares; 2025Q2: 216,231 shares; 2025Q3: 217,536 shares; 2025Q4: 216,579 shares; 2026Q1: 216,151 shares; 2026Q2: 187,755 shares; 2026Q3: 186,013 shares 186,013 $46.3M 2.92% -1,742 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: 465,811 shares; 2025Q1: 468,500 shares; 2025Q2: 467,090 shares; 2025Q3: 483,733 shares; 2025Q4: 572,566 shares; 2026Q1: 569,512 shares; 2026Q2: 604,397 shares; 2026Q3: 618,796 shares 618,796 $44.5M 2.81% +14,399 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: 149,019 shares; 2025Q1: 145,397 shares; 2025Q2: 143,042 shares; 2025Q3: 140,774 shares; 2025Q4: 136,862 shares; 2026Q1: 135,712 shares; 2026Q2: 122,759 shares; 2026Q3: 120,925 shares 120,925 $41.2M 2.6% -1,834 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: 43,435 shares; 2025Q1: 43,109 shares; 2025Q2: 42,405 shares; 2025Q3: 42,065 shares; 2025Q4: 42,242 shares; 2026Q1: 41,615 shares; 2026Q2: 42,112 shares; 2026Q3: 41,507 shares 41,507 $37.8M 2.38% -605 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: 46,450 shares; 2025Q1: 46,583 shares; 2025Q2: 47,164 shares; 2025Q3: 46,923 shares; 2025Q4: 47,766 shares; 2026Q1: 47,806 shares; 2026Q2: 48,988 shares; 2026Q3: 48,299 shares 48,299 $32.6M 2.06% -689 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 113,707 shares; 2025Q2: 113,424 shares; 2025Q3: not reported; 2025Q4: 109,904 shares; 2026Q1: 102,345 shares; 2026Q2: 96,662 shares; 2026Q3: 91,541 shares 91,541 $30.1M 1.9% -5,121 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: 84,628 shares; 2025Q1: 82,907 shares; 2025Q2: 82,257 shares; 2025Q3: 81,331 shares; 2025Q4: 81,775 shares; 2026Q1: 80,638 shares; 2026Q2: 82,599 shares; 2026Q3: 82,693 shares 82,693 $29.7M 1.87% +94 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: 75,408 shares; 2025Q1: 76,170 shares; 2025Q2: 76,308 shares; 2025Q3: 73,561 shares; 2025Q4: 73,700 shares; 2026Q1: 73,763 shares; 2026Q2: 59,803 shares; 2026Q3: 57,326 shares 57,326 $28.5M 1.8% -2,477 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: 20,782 shares; 2025Q1: 20,695 shares; 2025Q2: 20,609 shares; 2025Q3: 22,597 shares; 2025Q4: 23,986 shares; 2026Q1: 22,869 shares; 2026Q2: 30,863 shares; 2026Q3: 32,743 shares 32,743 $25.1M 1.58% +1,880 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: 140,678 shares; 2025Q1: 137,837 shares; 2025Q2: 137,495 shares; 2025Q3: 139,418 shares; 2025Q4: 139,975 shares; 2026Q1: 140,640 shares; 2026Q2: 141,366 shares; 2026Q3: 276,033 shares 276,033 $23.3M 1.47% +134,667 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: 40,275 shares; 2025Q1: 42,487 shares; 2025Q2: 43,546 shares; 2025Q3: 43,973 shares; 2025Q4: 44,630 shares; 2026Q1: 45,250 shares; 2026Q2: 47,776 shares; 2026Q3: 48,431 shares 48,431 $22.1M 1.39% +655 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: 30,365 shares; 2025Q1: 28,932 shares; 2025Q2: 29,133 shares; 2025Q3: 28,446 shares; 2025Q4: 29,745 shares; 2026Q1: 29,462 shares; 2026Q2: 29,237 shares; 2026Q3: 28,966 shares 28,966 $22.1M 1.39% -271 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112,302 shares; 2025Q1: 137,939 shares; 2025Q2: 165,560 shares; 2025Q3: 290,951 shares; 2025Q4: 434,038 shares; 2026Q1: 444,095 shares; 2026Q2: 411,749 shares; 2026Q3: 397,889 shares 397,889 $20M 1.26% -13,860 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: 39,312 shares; 2025Q1: 41,535 shares; 2025Q2: 43,361 shares; 2025Q3: 44,864 shares; 2025Q4: 46,629 shares; 2026Q1: 47,614 shares; 2026Q2: 50,219 shares; 2026Q3: 50,128 shares 50,128 $19.9M 1.26% -91 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: 81,162 shares; 2025Q1: 81,727 shares; 2025Q2: 84,726 shares; 2025Q3: 86,887 shares; 2025Q4: 87,938 shares; 2026Q1: 88,429 shares; 2026Q2: 91,504 shares; 2026Q3: 89,107 shares 89,107 $19.7M 1.25% -2,397 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: 43,514 shares; 2025Q1: 43,570 shares; 2025Q2: 44,657 shares; 2025Q3: 45,125 shares; 2025Q4: 45,623 shares; 2026Q1: 45,836 shares; 2026Q2: 45,813 shares; 2026Q3: 46,239 shares 46,239 $19.5M 1.23% +426 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: not reported; 2025Q2: not reported; 2025Q3: 101,916 shares; 2025Q4: 135,006 shares; 2026Q1: 189,835 shares; 2026Q2: 222,217 shares; 2026Q3: 229,923 shares 229,923 $19.2M 1.21% +7,706 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: 18,942 shares; 2025Q1: 19,641 shares; 2025Q2: 19,700 shares; 2025Q3: 19,649 shares; 2025Q4: 19,766 shares; 2026Q1: 19,613 shares; 2026Q2: 19,420 shares; 2026Q3: 19,195 shares 19,195 $19.2M 1.21% -225 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: 47,855 shares; 2025Q1: 48,314 shares; 2025Q2: 49,664 shares; 2025Q3: 49,956 shares; 2025Q4: 51,232 shares; 2026Q1: 52,383 shares; 2026Q2: 55,809 shares; 2026Q3: 56,746 shares 56,746 $18.8M 1.18% +937 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: 75,781 shares; 2025Q1: 76,191 shares; 2025Q2: 76,607 shares; 2025Q3: 76,241 shares; 2025Q4: 76,136 shares; 2026Q1: 68,656 shares; 2026Q2: 70,154 shares; 2026Q3: 68,024 shares 68,024 $18.7M 1.18% -2,130 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: 206,406 shares; 2025Q1: 206,591 shares; 2025Q2: 206,772 shares; 2025Q3: 157,195 shares; 2025Q4: 146,382 shares; 2026Q1: 136,684 shares; 2026Q2: 136,354 shares; 2026Q3: 135,853 shares 135,853 $18.5M 1.17% -501 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: 40,038 shares; 2025Q1: 40,870 shares; 2025Q2: 43,104 shares; 2025Q3: 41,813 shares; 2025Q4: 42,179 shares; 2026Q1: 40,625 shares; 2026Q2: 40,621 shares; 2026Q3: 39,513 shares 39,513 $16.4M 1.04% -1,108 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: 484,537 shares; 2025Q1: 496,108 shares; 2025Q2: 478,119 shares; 2025Q3: 495,381 shares; 2025Q4: 507,999 shares; 2026Q1: 459,831 shares; 2026Q2: 443,638 shares; 2026Q3: 439,895 shares 439,895 $15.8M 1% -3,743 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: 107,790 shares; 2025Q1: 107,910 shares; 2025Q2: 108,028 shares; 2025Q3: 108,150 shares; 2025Q4: 108,263 shares; 2026Q1: 108,356 shares; 2026Q2: 108,453 shares; 2026Q3: 108,550 shares 108,550 $15.4M 0.97% +97 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: 93,515 shares; 2025Q1: 93,464 shares; 2025Q2: 113,237 shares; 2025Q3: 126,777 shares; 2025Q4: 144,513 shares; 2026Q1: 154,107 shares; 2026Q2: 153,211 shares; 2026Q3: 154,452 shares 154,452 $15M 0.94% +1,241 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,861 shares; 2025Q4: 58,340 shares; 2026Q1: 78,526 shares; 2026Q2: 90,021 shares; 2026Q3: 110,179 shares 110,179 $14.2M 0.9% +20,158 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: 47,297 shares; 2025Q1: 47,531 shares; 2025Q2: 47,782 shares; 2025Q3: 47,485 shares; 2025Q4: 47,773 shares; 2026Q1: 47,879 shares; 2026Q2: 49,754 shares; 2026Q3: 49,276 shares 49,276 $13.6M 0.86% -478 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: 65,797 shares; 2025Q1: 68,354 shares; 2025Q2: 70,447 shares; 2025Q3: 73,319 shares; 2025Q4: 74,439 shares; 2026Q1: 68,734 shares; 2026Q2: 68,606 shares; 2026Q3: 69,248 shares 69,248 $12.4M 0.78% +642 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: 38,355 shares; 2025Q1: 38,388 shares; 2025Q2: 39,145 shares; 2025Q3: 39,990 shares; 2025Q4: 39,983 shares; 2026Q1: 41,299 shares; 2026Q2: 41,743 shares; 2026Q3: 41,898 shares 41,898 $11.9M 0.75% +155 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 312,008 shares; 2025Q1: 312,008 shares; 2025Q2: 312,008 shares; 2025Q3: 312,008 shares; 2025Q4: 318,518 shares; 2026Q1: 318,518 shares; 2026Q2: 347,395 shares; 2026Q3: 347,395 shares 347,395 $11.8M 0.75% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,149 shares; 2025Q1: 87,093 shares; 2025Q2: 90,498 shares; 2025Q3: 93,229 shares; 2025Q4: 98,286 shares; 2026Q1: 99,129 shares; 2026Q2: 107,297 shares; 2026Q3: 111,309 shares 111,309 $11.6M 0.73% +4,012 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: 6,293 shares; 2025Q1: 6,868 shares; 2025Q2: 7,139 shares; 2025Q3: 7,451 shares; 2025Q4: 8,028 shares; 2026Q1: 8,516 shares; 2026Q2: 9,488 shares; 2026Q3: 9,940 shares 9,940 $11.5M 0.73% +452 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: 80,306 shares; 2025Q1: 80,799 shares; 2025Q2: 81,397 shares; 2025Q3: 81,171 shares; 2025Q4: 82,047 shares; 2026Q1: 81,532 shares; 2026Q2: 81,421 shares; 2026Q3: 81,593 shares 81,593 $10.8M 0.68% +172 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: 14,000 shares; 2025Q1: 13,759 shares; 2025Q2: 13,806 shares; 2025Q3: 13,696 shares; 2025Q4: 13,691 shares; 2026Q1: 14,181 shares; 2026Q2: 14,567 shares; 2026Q3: 14,745 shares 14,745 $10.7M 0.67% +178 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: 16,342 shares; 2025Q1: 17,849 shares; 2025Q2: 18,640 shares; 2025Q3: 19,340 shares; 2025Q4: 20,517 shares; 2026Q1: 21,810 shares; 2026Q2: 23,468 shares; 2026Q3: 24,559 shares 24,559 $10.6M 0.67% +1,091 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: 345,864 shares; 2025Q1: 347,758 shares; 2025Q2: 352,222 shares; 2025Q3: 321,159 shares; 2025Q4: 318,815 shares; 2026Q1: 312,198 shares; 2026Q2: 320,655 shares; 2026Q3: 320,278 shares 320,278 $10.4M 0.66% -377 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: 35,973 shares; 2025Q1: 36,281 shares; 2025Q2: 35,846 shares; 2025Q3: 35,257 shares; 2025Q4: 35,687 shares; 2026Q1: 35,277 shares; 2026Q2: 36,951 shares; 2026Q3: 37,393 shares 37,393 $10.2M 0.64% +442 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: 79,924 shares; 2025Q1: 79,012 shares; 2025Q2: 86,957 shares; 2025Q3: 98,614 shares; 2025Q4: 114,425 shares; 2026Q1: 120,029 shares; 2026Q2: 122,535 shares; 2026Q3: 124,721 shares 124,721 $10.1M 0.64% +2,186 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: 36,686 shares; 2025Q1: 36,182 shares; 2025Q2: 36,212 shares; 2025Q3: 35,903 shares; 2025Q4: 36,593 shares; 2026Q1: 36,951 shares; 2026Q2: 37,440 shares; 2026Q3: 37,565 shares 37,565 $9.83M 0.62% +125 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: 21,940 shares; 2025Q1: 21,771 shares; 2025Q2: 21,981 shares; 2025Q3: 22,043 shares; 2025Q4: 22,237 shares; 2026Q1: 22,411 shares; 2026Q2: 23,162 shares; 2026Q3: 23,672 shares 23,672 $9.63M 0.61% +510 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: 137,951 shares; 2025Q1: 136,591 shares; 2025Q2: 139,581 shares; 2025Q3: 139,490 shares; 2025Q4: 178,474 shares; 2026Q1: 178,731 shares; 2026Q2: 181,509 shares; 2026Q3: 181,758 shares 181,758 $9.13M 0.58% +249 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: 47,621 shares; 2025Q1: 46,788 shares; 2025Q2: 46,893 shares; 2025Q3: 46,728 shares; 2025Q4: 47,097 shares; 2026Q1: 48,854 shares; 2026Q2: 48,845 shares; 2026Q3: 48,617 shares 48,617 $9.03M 0.57% -228 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: 42,613 shares; 2025Q1: 45,670 shares; 2025Q2: 47,481 shares; 2025Q3: 47,467 shares; 2025Q4: 50,255 shares; 2026Q1: 45,461 shares; 2026Q2: 69,844 shares; 2026Q3: 70,512 shares 70,512 $8.68M 0.55% +668 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: 100,356 shares; 2025Q1: 102,635 shares; 2025Q2: 102,475 shares; 2025Q3: 101,727 shares; 2025Q4: 102,792 shares; 2026Q1: 104,995 shares; 2026Q2: 110,729 shares; 2026Q3: 113,363 shares 113,363 $8.59M 0.54% +2,634 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,428 shares; 2025Q1: 77,675 shares; 2025Q2: 76,170 shares; 2025Q3: 78,406 shares; 2025Q4: 76,955 shares; 2026Q1: 78,597 shares; 2026Q2: 82,205 shares; 2026Q3: 84,953 shares 84,953 $8.54M 0.54% +2,748 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,049 shares; 2025Q1: 30,361 shares; 2025Q2: 30,330 shares; 2025Q3: 29,980 shares; 2025Q4: 29,704 shares; 2026Q1: 27,810 shares; 2026Q2: 25,480 shares; 2026Q3: 25,209 shares 25,209 $8.28M 0.52% -271 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,538 shares; 2025Q1: 104,942 shares; 2025Q2: 99,875 shares; 2025Q3: 105,882 shares; 2025Q4: 115,968 shares; 2026Q1: 124,372 shares; 2026Q2: 165,574 shares; 2026Q3: 163,460 shares 163,460 $8.26M 0.52% -2,114 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: 35,156 shares; 2025Q1: 35,291 shares; 2025Q2: 35,438 shares; 2025Q3: 35,584 shares; 2025Q4: 35,748 shares; 2026Q1: 35,879 shares; 2026Q2: 36,017 shares; 2026Q3: 36,157 shares 36,157 $8.25M 0.52% +140 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: 69,904 shares; 2025Q1: 68,405 shares; 2025Q2: 67,411 shares; 2025Q3: 66,260 shares; 2025Q4: 65,597 shares; 2026Q1: 64,316 shares; 2026Q2: 62,632 shares; 2026Q3: 58,859 shares 58,859 $8.08M 0.51% -3,773 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: 16,764 shares; 2025Q1: 16,830 shares; 2025Q2: 16,640 shares; 2025Q3: 16,470 shares; 2025Q4: 16,413 shares; 2026Q1: 15,988 shares; 2026Q2: 15,590 shares; 2026Q3: 15,146 shares 15,146 $7.82M 0.49% -444 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: 112,514 shares; 2025Q1: 122,152 shares; 2025Q2: 144,493 shares; 2025Q3: 146,558 shares; 2025Q4: 197,478 shares; 2026Q1: 215,514 shares; 2026Q2: 229,347 shares; 2026Q3: 254,760 shares 254,760 $7.64M 0.48% +25,413 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: 5,116 shares; 2025Q1: 5,397 shares; 2025Q2: 5,661 shares; 2025Q3: 5,714 shares; 2025Q4: 28,933 shares; 2026Q1: 55,116 shares; 2026Q2: 56,350 shares; 2026Q3: 56,476 shares 56,476 $7.57M 0.48% +126 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: 24,047 shares; 2025Q1: 24,233 shares; 2025Q2: 25,944 shares; 2025Q3: 26,181 shares; 2025Q4: 26,726 shares; 2026Q1: 26,143 shares; 2026Q2: 25,841 shares; 2026Q3: 26,196 shares 26,196 $7.28M 0.46% +355 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: 17,414 shares; 2025Q1: 18,326 shares; 2025Q2: 18,777 shares; 2025Q3: 18,558 shares; 2025Q4: 17,400 shares; 2026Q1: 17,963 shares; 2026Q2: 19,251 shares; 2026Q3: 20,538 shares 20,538 $7.21M 0.45% +1,287 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,554 shares; 2025Q1: 19,134 shares; 2025Q2: 19,638 shares; 2025Q3: 20,295 shares; 2025Q4: 20,478 shares; 2026Q1: 21,362 shares; 2026Q2: 21,709 shares; 2026Q3: 21,757 shares 21,757 $7.01M 0.44% +48 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: 11,114 shares; 2026Q2: 19,750 shares; 2026Q3: 22,352 shares 22,352 $6.81M 0.43% +2,602 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: 4,236 shares; 2025Q1: 4,520 shares; 2025Q2: 4,695 shares; 2025Q3: 4,808 shares; 2025Q4: 5,009 shares; 2026Q1: 5,138 shares; 2026Q2: 5,236 shares; 2026Q3: 5,455 shares 5,455 $6.8M 0.43% +219 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,515 shares; 2026Q2: 129,073 shares; 2026Q3: 162,997 shares 162,997 $6.77M 0.43% +33,924 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: 22,533 shares; 2025Q1: 21,211 shares; 2025Q2: 21,172 shares; 2025Q3: 21,174 shares; 2025Q4: 21,385 shares; 2026Q1: 21,086 shares; 2026Q2: 21,071 shares; 2026Q3: 21,150 shares 21,150 $6.6M 0.42% +79 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: 31,815 shares; 2025Q1: 32,922 shares; 2025Q2: 30,031 shares; 2025Q3: 30,504 shares; 2025Q4: 29,783 shares; 2026Q1: 31,056 shares; 2026Q2: 31,704 shares; 2026Q3: 32,327 shares 32,327 $6.6M 0.42% +623 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: 11,980 shares; 2025Q1: 15,980 shares; 2025Q2: 16,128 shares; 2025Q3: 12,313 shares; 2025Q4: 11,790 shares; 2026Q1: 10,583 shares; 2026Q2: 9,420 shares; 2026Q3: 9,383 shares 9,383 $6.58M 0.41% -37 Timeline EMGF ISHARES INC More: the full row for ISHARES 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: 30,711 shares; 2026Q2: 67,396 shares; 2026Q3: 91,374 shares 91,374 $6.54M 0.41% +23,978 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: 29,232 shares; 2025Q1: 28,490 shares; 2025Q2: 26,957 shares; 2025Q3: 26,258 shares; 2025Q4: 24,355 shares; 2026Q1: 24,259 shares; 2026Q2: 24,249 shares; 2026Q3: 24,315 shares 24,315 $6.44M 0.41% +66 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,664 shares; 2025Q3: not reported; 2025Q4: 47,856 shares; 2026Q1: 79,201 shares; 2026Q2: 89,929 shares; 2026Q3: 125,495 shares 125,495 $6.26M 0.39% +35,566 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: 6,738 shares; 2025Q1: 7,190 shares; 2025Q2: 7,193 shares; 2025Q3: 7,451 shares; 2025Q4: 9,296 shares; 2026Q1: 9,306 shares; 2026Q2: 7,955 shares; 2026Q3: 8,306 shares 8,306 $6.14M 0.39% +351 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: 15,950 shares; 2025Q1: 16,370 shares; 2025Q2: 16,418 shares; 2025Q3: 16,618 shares; 2025Q4: 16,615 shares; 2026Q1: 16,485 shares; 2026Q2: 16,270 shares; 2026Q3: 16,065 shares 16,065 $6.12M 0.39% -205 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: 29,047 shares; 2025Q1: 28,092 shares; 2025Q2: 28,006 shares; 2025Q3: 27,137 shares; 2025Q4: 26,930 shares; 2026Q1: 26,369 shares; 2026Q2: 26,517 shares; 2026Q3: 26,260 shares 26,260 $6.06M 0.38% -257 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: 5,038 shares; 2025Q1: 5,083 shares; 2025Q2: 6,607 shares; 2025Q3: 7,033 shares; 2025Q4: 74,291 shares; 2026Q1: 80,616 shares; 2026Q2: 83,281 shares; 2026Q3: 81,522 shares 81,522 $5.67M 0.36% -1,759 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: 16,011 shares; 2025Q1: 16,011 shares; 2025Q2: 15,716 shares; 2025Q3: 15,717 shares; 2025Q4: 15,713 shares; 2026Q1: 15,713 shares; 2026Q2: 15,722 shares; 2026Q3: 15,722 shares 15,722 $5.59M 0.35% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,962 shares; 2025Q1: 68,611 shares; 2025Q2: 68,888 shares; 2025Q3: 65,542 shares; 2025Q4: 63,797 shares; 2026Q1: 62,853 shares; 2026Q2: 58,664 shares; 2026Q3: 58,826 shares 58,826 $5.59M 0.35% +162 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: 7,249 shares; 2025Q1: 6,882 shares; 2025Q2: 5,599 shares; 2025Q3: 5,600 shares; 2025Q4: 5,694 shares; 2026Q1: 5,381 shares; 2026Q2: 5,392 shares; 2026Q3: 5,574 shares 5,574 $5.3M 0.33% +182 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: 27,000 shares; 2025Q1: 38,172 shares; 2025Q2: 30,681 shares; 2025Q3: 37,541 shares; 2025Q4: 44,862 shares; 2026Q1: 52,587 shares; 2026Q2: 55,978 shares; 2026Q3: 59,013 shares 59,013 $5.3M 0.33% +3,035 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: 31,704 shares 31,704 $5.16M 0.33% new 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: 10,444 shares; 2025Q1: 10,444 shares; 2025Q2: 10,444 shares; 2025Q3: 10,444 shares; 2025Q4: 10,444 shares; 2026Q1: 10,447 shares; 2026Q2: 5,721 shares; 2026Q3: 5,716 shares 5,716 $5.15M 0.32% -5 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,256 shares; 2026Q2: 3,159 shares; 2026Q3: 12,790 shares 12,790 $5.05M 0.32% +9,631 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: 23,999 shares; 2025Q1: 25,859 shares; 2025Q2: 27,328 shares; 2025Q3: 29,315 shares; 2025Q4: 31,756 shares; 2026Q1: 30,936 shares; 2026Q2: 31,079 shares; 2026Q3: 30,862 shares 30,862 $5.03M 0.32% -217 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,812 shares; 2025Q1: 15,781 shares; 2025Q2: 17,779 shares; 2025Q3: 21,134 shares; 2025Q4: 27,414 shares; 2026Q1: 72,504 shares; 2026Q2: 83,954 shares; 2026Q3: 98,256 shares 98,256 $4.95M 0.31% +14,302 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: 47,964 shares; 2025Q1: 47,391 shares; 2025Q2: 47,473 shares; 2025Q3: 46,372 shares; 2025Q4: 45,909 shares; 2026Q1: 44,958 shares; 2026Q2: 44,891 shares; 2026Q3: 43,376 shares 43,376 $4.85M 0.31% -1,515 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,713 shares; 2025Q1: 85,477 shares; 2025Q2: 99,318 shares; 2025Q3: 53,230 shares; 2025Q4: 59,471 shares; 2026Q1: 61,593 shares; 2026Q2: 64,272 shares; 2026Q3: 93,689 shares 93,689 $4.8M 0.3% +29,417 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,251 shares; 2025Q1: 20,512 shares; 2025Q2: 20,596 shares; 2025Q3: 20,848 shares; 2025Q4: 20,696 shares; 2026Q1: 21,617 shares; 2026Q2: 19,359 shares; 2026Q3: 16,993 shares 16,993 $4.69M 0.3% -2,366 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: 72,367 shares; 2025Q1: 71,857 shares; 2025Q2: 73,074 shares; 2025Q3: 73,129 shares; 2025Q4: 84,996 shares; 2026Q1: 86,182 shares; 2026Q2: 87,743 shares; 2026Q3: 87,861 shares 87,861 $4.55M 0.29% +118 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: 81,863 shares; 2025Q1: 81,836 shares; 2025Q2: 52,421 shares; 2025Q3: 48,028 shares; 2025Q4: 44,377 shares; 2026Q1: 43,434 shares; 2026Q2: 42,416 shares; 2026Q3: 35,475 shares 35,475 $4.5M 0.28% -6,941 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,702 shares; 2025Q1: 35,661 shares; 2025Q2: 35,380 shares; 2025Q3: 34,856 shares; 2025Q4: 34,471 shares; 2026Q1: 33,518 shares; 2026Q2: 33,433 shares; 2026Q3: 32,697 shares 32,697 $4.46M 0.28% -736 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,079 shares; 2025Q2: 14,158 shares; 2025Q3: 15,557 shares; 2025Q4: 17,020 shares; 2026Q1: 18,184 shares; 2026Q2: 18,819 shares; 2026Q3: 18,936 shares 18,936 $4.36M 0.27% +117 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: 9,767 shares; 2025Q1: 9,737 shares; 2025Q2: 9,472 shares; 2025Q3: 8,987 shares; 2025Q4: 8,934 shares; 2026Q1: 8,841 shares; 2026Q2: 8,900 shares; 2026Q3: 9,161 shares 9,161 $4.35M 0.27% +261 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: 36,914 shares; 2025Q1: 36,892 shares; 2025Q2: 36,290 shares; 2025Q3: 35,104 shares; 2025Q4: 33,329 shares; 2026Q1: 32,321 shares; 2026Q2: 29,925 shares; 2026Q3: 29,565 shares 29,565 $4.3M 0.27% -360 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: 10,675 shares; 2025Q1: 9,698 shares; 2025Q2: 11,123 shares; 2025Q3: 10,812 shares; 2025Q4: 10,902 shares; 2026Q1: 10,745 shares; 2026Q2: 9,806 shares; 2026Q3: 11,425 shares 11,425 $4.28M 0.27% +1,619 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: 31,002 shares; 2025Q1: 29,699 shares; 2025Q2: 29,605 shares; 2025Q3: 19,055 shares; 2025Q4: 18,240 shares; 2026Q1: 17,409 shares; 2026Q2: 11,642 shares; 2026Q3: 11,412 shares 11,412 $4.19M 0.26% -230 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: 22,608 shares; 2025Q1: 22,720 shares; 2025Q2: 22,608 shares; 2025Q3: 22,608 shares; 2025Q4: 22,233 shares; 2026Q1: 22,293 shares; 2026Q2: 22,118 shares; 2026Q3: 22,059 shares 22,059 $4.15M 0.26% -59 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: 27,778 shares; 2025Q1: 28,161 shares; 2025Q2: 27,857 shares; 2025Q3: 27,854 shares; 2025Q4: 28,132 shares; 2026Q1: 28,467 shares; 2026Q2: 29,328 shares; 2026Q3: 29,465 shares 29,465 $3.83M 0.24% +137 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,003 shares; 2025Q1: 12,517 shares; 2025Q2: 12,062 shares; 2025Q3: 12,180 shares; 2025Q4: 12,536 shares; 2026Q1: 13,062 shares; 2026Q2: 14,799 shares; 2026Q3: 16,154 shares 16,154 $3.82M 0.24% +1,355 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: 30,545 shares; 2025Q1: 29,523 shares; 2025Q2: 29,524 shares; 2025Q3: 29,524 shares; 2025Q4: 29,450 shares; 2026Q1: 29,422 shares; 2026Q2: 29,659 shares; 2026Q3: 29,439 shares 29,439 $3.81M 0.24% -220 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,280 shares; 2025Q2: 5,270 shares; 2025Q3: 5,647 shares; 2025Q4: 8,014 shares; 2026Q1: 33,351 shares; 2026Q2: 57,387 shares; 2026Q3: 73,497 shares 73,497 $3.71M 0.23% +16,110 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,787 shares; 2025Q1: 44,008 shares; 2025Q2: 43,919 shares; 2025Q3: 42,985 shares; 2025Q4: 42,156 shares; 2026Q1: 40,076 shares; 2026Q2: 38,912 shares; 2026Q3: 38,366 shares 38,366 $3.61M 0.23% -546 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: 12,892 shares; 2025Q1: 13,165 shares; 2025Q2: 13,472 shares; 2025Q3: 13,968 shares; 2025Q4: 14,183 shares; 2026Q1: 14,335 shares; 2026Q2: 14,371 shares; 2026Q3: 13,829 shares 13,829 $3.53M 0.22% -542 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,072 shares; 2025Q2: 3,140 shares; 2025Q3: not reported; 2025Q4: 3,203 shares; 2026Q1: 3,225 shares; 2026Q2: 3,223 shares; 2026Q3: 3,317 shares 3,317 $3.51M 0.22% +94 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,809 shares; 2025Q1: 7,822 shares; 2025Q2: 11,372 shares; 2025Q3: 11,252 shares; 2025Q4: 10,808 shares; 2026Q1: 10,808 shares; 2026Q2: 10,933 shares; 2026Q3: 15,791 shares 15,791 $3.51M 0.22% +4,858 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: 10,427 shares; 2025Q1: 10,813 shares; 2025Q2: 11,009 shares; 2025Q3: 11,044 shares; 2025Q4: 11,469 shares; 2026Q1: 11,925 shares; 2026Q2: 15,434 shares; 2026Q3: 16,438 shares 16,438 $3.35M 0.21% +1,004 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: 1,886 shares; 2025Q1: 1,939 shares; 2025Q2: 2,546 shares; 2025Q3: 3,140 shares; 2025Q4: 3,724 shares; 2026Q1: 4,276 shares; 2026Q2: 4,966 shares; 2026Q3: 5,406 shares 5,406 $3.29M 0.21% +440 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: 95,507 shares; 2025Q1: 97,279 shares; 2025Q2: 99,482 shares; 2025Q3: 105,018 shares; 2025Q4: 105,525 shares; 2026Q1: 105,412 shares; 2026Q2: 104,866 shares; 2026Q3: 111,446 shares 111,446 $3.27M 0.21% +6,580 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: 4,292 shares; 2025Q1: 4,165 shares; 2025Q2: 4,251 shares; 2025Q3: 4,161 shares; 2025Q4: 4,120 shares; 2026Q1: 4,735 shares; 2026Q2: 6,219 shares; 2026Q3: 5,798 shares 5,798 $3.2M 0.2% -421 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: 8,830 shares; 2025Q1: 8,790 shares; 2025Q2: 8,852 shares; 2025Q3: 9,056 shares; 2025Q4: 8,998 shares; 2026Q1: 8,971 shares; 2026Q2: 8,846 shares; 2026Q3: 8,873 shares 8,873 $3.12M 0.2% +27 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,460 shares; 2025Q1: 34,660 shares; 2025Q2: 39,857 shares; 2025Q3: 40,047 shares; 2025Q4: 48,327 shares; 2026Q1: 57,687 shares; 2026Q2: 67,612 shares; 2026Q3: 59,348 shares 59,348 $2.93M 0.18% -8,264 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: 11,117 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,460 shares; 2026Q1: 9,175 shares; 2026Q2: 9,175 shares; 2026Q3: 9,175 shares 9,175 $2.92M 0.18% 0 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: 245 shares; 2025Q1: 259 shares; 2025Q2: 3,885 shares; 2025Q3: 4,185 shares; 2025Q4: 28,086 shares; 2026Q1: 31,464 shares; 2026Q2: 32,914 shares; 2026Q3: 32,913 shares 32,913 $2.81M 0.18% -1 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: 28,526 shares; 2025Q1: 27,977 shares; 2025Q2: 27,813 shares; 2025Q3: 27,799 shares; 2025Q4: 27,499 shares; 2026Q1: 27,432 shares; 2026Q2: 26,691 shares; 2026Q3: 25,258 shares 25,258 $2.68M 0.17% -1,433 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: 28,060 shares; 2025Q1: 28,232 shares; 2025Q2: 59,977 shares; 2025Q3: 58,937 shares; 2025Q4: 56,747 shares; 2026Q1: 56,328 shares; 2026Q2: 56,190 shares; 2026Q3: 53,789 shares 53,789 $2.66M 0.17% -2,401 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: 2,711 shares; 2025Q1: 2,169 shares; 2025Q2: 5,477 shares; 2025Q3: 5,138 shares; 2025Q4: 11,730 shares; 2026Q1: 10,125 shares; 2026Q2: 10,456 shares; 2026Q3: 12,841 shares 12,841 $2.51M 0.16% +2,385 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,000 shares; 2026Q3: 77,941 shares 77,941 $2.45M 0.15% +12,941 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: 30,626 shares; 2025Q1: 29,961 shares; 2025Q2: 29,862 shares; 2025Q3: 29,372 shares; 2025Q4: 28,231 shares; 2026Q1: 27,726 shares; 2026Q2: 26,709 shares; 2026Q3: 22,937 shares 22,937 $2.41M 0.15% -3,772 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: 23,063 shares; 2025Q1: 23,373 shares; 2025Q2: 22,935 shares; 2025Q3: 22,935 shares; 2025Q4: 22,835 shares; 2026Q1: 22,733 shares; 2026Q2: 22,047 shares; 2026Q3: 21,869 shares 21,869 $2.35M 0.15% -178 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,648 shares; 2025Q1: 53,285 shares; 2025Q2: 47,047 shares; 2025Q3: 44,861 shares; 2025Q4: 32,383 shares; 2026Q1: 30,184 shares; 2026Q2: 24,434 shares; 2026Q3: 21,723 shares 21,723 $2.3M 0.14% -2,711 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: 3,925 shares; 2025Q1: 8,438 shares; 2025Q2: 9,546 shares; 2025Q3: 9,525 shares; 2025Q4: 10,002 shares; 2026Q1: 10,476 shares; 2026Q2: 12,117 shares; 2026Q3: 12,254 shares 12,254 $2.29M 0.14% +137 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: 46,105 shares; 2025Q1: 46,027 shares; 2025Q2: 45,990 shares; 2025Q3: 45,685 shares; 2025Q4: 44,915 shares; 2026Q1: 44,478 shares; 2026Q2: 44,381 shares; 2026Q3: 41,763 shares 41,763 $2.29M 0.14% -2,618 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,270 shares; 2025Q1: 89,228 shares; 2025Q2: 103,048 shares; 2025Q3: 111,463 shares; 2025Q4: 120,568 shares; 2026Q1: 57,210 shares; 2026Q2: 54,978 shares; 2026Q3: 45,369 shares 45,369 $2.24M 0.14% -9,609 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 756 shares; 2025Q1: 784 shares; 2025Q2: 813 shares; 2025Q3: 817 shares; 2025Q4: 846 shares; 2026Q1: 824 shares; 2026Q2: 811 shares; 2026Q3: 793 shares 793 $2.24M 0.14% -18 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,244 shares; 2025Q1: 18,458 shares; 2025Q2: 17,085 shares; 2025Q3: 16,091 shares; 2025Q4: 16,162 shares; 2026Q1: 15,921 shares; 2026Q2: 15,464 shares; 2026Q3: 15,320 shares 15,320 $2.22M 0.14% -144 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,966 shares; 2025Q1: 24,805 shares; 2025Q2: 24,505 shares; 2025Q3: 24,535 shares; 2025Q4: 24,535 shares; 2026Q1: 23,048 shares; 2026Q2: 7,992 shares; 2026Q3: 7,992 shares 7,992 $2.21M 0.14% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,119 shares; 2025Q1: 12,236 shares; 2025Q2: 12,786 shares; 2025Q3: 10,383 shares; 2025Q4: 10,564 shares; 2026Q1: 16,293 shares; 2026Q2: 18,647 shares; 2026Q3: 20,924 shares 20,924 $2.19M 0.14% +2,277 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; 2024Q4: 24,506 shares; 2025Q1: 24,506 shares; 2025Q2: 24,256 shares; 2025Q3: 24,286 shares; 2025Q4: 24,381 shares; 2026Q1: 24,386 shares; 2026Q2: 23,136 shares; 2026Q3: 22,296 shares 22,296 $2.17M 0.14% -840 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: 33,049 shares; 2025Q1: 31,992 shares; 2025Q2: 29,839 shares; 2025Q3: 25,701 shares; 2025Q4: 25,701 shares; 2026Q1: 25,701 shares; 2026Q2: 25,585 shares; 2026Q3: 26,045 shares 26,045 $2.08M 0.13% +460 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,549 shares; 2025Q3: 20,282 shares; 2025Q4: 28,102 shares; 2026Q1: 33,957 shares; 2026Q2: 29,784 shares; 2026Q3: 28,914 shares 28,914 $2M 0.13% -870 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares; 2026Q1: 636 shares; 2026Q2: 1,121 shares; 2026Q3: 1,149 shares 1,149 $1.99M 0.13% +28 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: 8,359 shares; 2025Q1: 8,213 shares; 2025Q2: 11,910 shares; 2025Q3: 11,240 shares; 2025Q4: 21,581 shares; 2026Q1: 23,355 shares; 2026Q2: 31,560 shares; 2026Q3: 31,706 shares 31,706 $1.95M 0.12% +146 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: 5,447 shares; 2025Q1: 5,545 shares; 2025Q2: 5,470 shares; 2025Q3: 5,470 shares; 2025Q4: 5,347 shares; 2026Q1: 5,297 shares; 2026Q2: 4,981 shares; 2026Q3: 4,979 shares 4,979 $1.94M 0.12% -2 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,577 shares; 2025Q1: 10,697 shares; 2025Q2: 10,323 shares; 2025Q3: 9,341 shares; 2025Q4: 9,755 shares; 2026Q1: 9,577 shares; 2026Q2: 10,077 shares; 2026Q3: 9,982 shares 9,982 $1.93M 0.12% -95 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: 15,586 shares; 2025Q1: 15,509 shares; 2025Q2: 16,829 shares; 2025Q3: 16,904 shares; 2025Q4: 16,464 shares; 2026Q1: 16,455 shares; 2026Q2: 10,044 shares; 2026Q3: 9,973 shares 9,973 $1.93M 0.12% -71 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: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,578 shares; 2025Q3: 4,604 shares; 2025Q4: 4,805 shares; 2026Q1: 3,654 shares; 2026Q2: 3,254 shares; 2026Q3: 3,717 shares 3,717 $1.9M 0.12% +463 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: 9,225 shares; 2025Q1: 8,619 shares; 2025Q2: 8,355 shares; 2025Q3: 7,906 shares; 2025Q4: 7,586 shares; 2026Q1: 7,330 shares; 2026Q2: 7,266 shares; 2026Q3: 7,017 shares 7,017 $1.84M 0.12% -249 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: 5,961 shares; 2025Q1: 5,967 shares; 2025Q2: 5,978 shares; 2025Q3: 5,960 shares; 2025Q4: 5,917 shares; 2026Q1: 5,928 shares; 2026Q2: 6,067 shares; 2026Q3: 5,855 shares 5,855 $1.78M 0.11% -212 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: 6,950 shares; 2025Q1: 8,700 shares; 2025Q2: 9,301 shares; 2025Q3: 13,585 shares; 2025Q4: 16,731 shares; 2026Q1: 18,581 shares; 2026Q2: 18,956 shares; 2026Q3: 21,591 shares 21,591 $1.77M 0.11% +2,635 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: 42,715 shares; 2025Q1: 41,598 shares; 2025Q2: 41,374 shares; 2025Q3: 40,342 shares; 2025Q4: 36,280 shares; 2026Q1: 33,027 shares; 2026Q2: 30,722 shares; 2026Q3: 29,594 shares 29,594 $1.71M 0.11% -1,128 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,461 shares; 2025Q1: 21,802 shares; 2025Q2: 21,291 shares; 2025Q3: 20,413 shares; 2025Q4: 18,796 shares; 2026Q1: 16,997 shares; 2026Q2: 11,416 shares; 2026Q3: 11,416 shares 11,416 $1.64M 0.1% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,779 shares; 2025Q1: 12,477 shares; 2025Q2: 14,415 shares; 2025Q3: 17,508 shares; 2025Q4: 24,962 shares; 2026Q1: 29,782 shares; 2026Q2: 25,240 shares; 2026Q3: 32,513 shares 32,513 $1.62M 0.1% +7,273 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,926 shares; 2025Q1: 39,432 shares; 2025Q2: 38,124 shares; 2025Q3: 35,975 shares; 2025Q4: 31,133 shares; 2026Q1: 30,084 shares; 2026Q2: 29,667 shares; 2026Q3: 28,830 shares 28,830 $1.58M 0.1% -837 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,837 shares; 2025Q1: 13,437 shares; 2025Q2: 13,412 shares; 2025Q3: 13,387 shares; 2025Q4: 13,617 shares; 2026Q1: 13,742 shares; 2026Q2: 13,822 shares; 2026Q3: 13,822 shares 13,822 $1.52M 0.1% 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; 2024Q4: 29,947 shares; 2025Q1: 28,142 shares; 2025Q2: 27,327 shares; 2025Q3: 26,231 shares; 2025Q4: 19,758 shares; 2026Q1: 17,797 shares; 2026Q2: 16,271 shares; 2026Q3: 15,201 shares 15,201 $1.5M 0.09% -1,070 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: 8,888 shares; 2025Q1: 8,705 shares; 2025Q2: 8,693 shares; 2025Q3: 8,686 shares; 2025Q4: 8,683 shares; 2026Q1: 8,646 shares; 2026Q2: 8,557 shares; 2026Q3: 8,071 shares 8,071 $1.49M 0.09% -486 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,055 shares; 2025Q1: 16,943 shares; 2025Q2: 17,625 shares; 2025Q3: 17,441 shares; 2025Q4: 16,967 shares; 2026Q1: 16,155 shares; 2026Q2: 15,544 shares; 2026Q3: 11,475 shares 11,475 $1.44M 0.09% -4,069 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: 2,168 shares; 2025Q1: 1,881 shares; 2025Q2: 1,919 shares; 2025Q3: 2,250 shares; 2025Q4: 2,048 shares; 2026Q1: 2,106 shares; 2026Q2: 2,229 shares; 2026Q3: 2,181 shares 2,181 $1.4M 0.09% -48 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,209 shares; 2025Q1: 10,682 shares; 2025Q2: 11,829 shares; 2025Q3: 12,377 shares; 2025Q4: 12,039 shares; 2026Q1: 12,357 shares; 2026Q2: 12,187 shares; 2026Q3: 11,540 shares 11,540 $1.34M 0.08% -647 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,218 shares; 2025Q1: 4,102 shares; 2025Q2: 4,282 shares; 2025Q3: 9,579 shares; 2025Q4: 11,149 shares; 2026Q1: 12,066 shares; 2026Q2: 12,049 shares; 2026Q3: 13,812 shares 13,812 $1.33M 0.08% +1,763 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: 13,699 shares; 2025Q1: 14,309 shares; 2025Q2: 15,274 shares; 2025Q3: 15,019 shares; 2025Q4: 15,083 shares; 2026Q1: 15,682 shares; 2026Q2: 15,545 shares; 2026Q3: 15,465 shares 15,465 $1.33M 0.08% -80 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,268 shares; 2025Q1: 17,753 shares; 2025Q2: 17,127 shares; 2025Q3: 16,323 shares; 2025Q4: 15,662 shares; 2026Q1: 15,016 shares; 2026Q2: 14,569 shares; 2026Q3: 13,485 shares 13,485 $1.27M 0.08% -1,084 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,160 shares; 2025Q1: 19,570 shares; 2025Q2: 21,370 shares; 2025Q3: 28,985 shares; 2025Q4: 18,740 shares; 2026Q1: 24,267 shares; 2026Q2: 24,213 shares; 2026Q3: 25,112 shares 25,112 $1.25M 0.08% +899 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: 24,637 shares; 2025Q1: 23,467 shares; 2025Q2: 16,386 shares; 2025Q3: 16,001 shares; 2025Q4: 15,328 shares; 2026Q1: 15,443 shares; 2026Q2: 15,383 shares; 2026Q3: 16,204 shares 16,204 $1.25M 0.08% +821 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,377 shares; 2025Q1: 6,152 shares; 2025Q2: 5,727 shares; 2025Q3: 21,527 shares; 2025Q4: 21,340 shares; 2026Q1: 21,363 shares; 2026Q2: 24,456 shares; 2026Q3: 24,482 shares 24,482 $1.23M 0.08% +26 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: 13,296 shares; 2025Q1: 12,261 shares; 2025Q2: 8,583 shares; 2025Q3: 8,563 shares; 2025Q4: 8,348 shares; 2026Q1: 8,448 shares; 2026Q2: 8,398 shares; 2026Q3: 8,328 shares 8,328 $1.21M 0.08% -70 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,173 shares; 2025Q1: 43,670 shares; 2025Q2: 46,640 shares; 2025Q3: 41,298 shares; 2025Q4: 44,495 shares; 2026Q1: 29,906 shares; 2026Q2: 27,316 shares; 2026Q3: 16,080 shares 16,080 $1.19M 0.08% -11,236 Timeline SLYG 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: 12,236 shares; 2025Q1: 11,358 shares; 2025Q2: 11,392 shares; 2025Q3: 10,507 shares; 2025Q4: 10,751 shares; 2026Q1: 10,847 shares; 2026Q2: 10,936 shares; 2026Q3: 10,916 shares 10,916 $1.17M 0.07% -20 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,989 shares; 2025Q1: 16,954 shares; 2025Q2: 17,392 shares; 2025Q3: 17,115 shares; 2025Q4: 17,130 shares; 2026Q1: 17,180 shares; 2026Q2: 17,055 shares; 2026Q3: 17,050 shares 17,050 $1.14M 0.07% -5 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: 60,557 shares; 2025Q1: 60,506 shares; 2025Q2: 53,898 shares; 2025Q3: 50,012 shares; 2025Q4: 48,442 shares; 2026Q1: 48,213 shares; 2026Q2: 44,361 shares; 2026Q3: 39,612 shares 39,612 $1.13M 0.07% -4,749 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,011 shares; 2025Q1: 22,829 shares; 2025Q2: 22,796 shares; 2025Q3: 21,618 shares; 2025Q4: 21,431 shares; 2026Q1: 21,179 shares; 2026Q2: 18,301 shares; 2026Q3: 17,386 shares 17,386 $1.12M 0.07% -915 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,908 shares; 2025Q1: 61,868 shares; 2025Q2: 63,119 shares; 2025Q3: 66,251 shares; 2025Q4: 64,381 shares; 2026Q1: 58,604 shares; 2026Q2: 56,855 shares; 2026Q3: 34,948 shares 34,948 $1.12M 0.07% -21,907 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,900 shares; 2025Q1: 9,200 shares; 2025Q2: 9,300 shares; 2025Q3: 8,925 shares; 2025Q4: 9,145 shares; 2026Q1: 7,545 shares; 2026Q2: 7,120 shares; 2026Q3: 6,995 shares 6,995 $1.11M 0.07% -125 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: 1,749 shares; 2025Q1: 1,796 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,757 shares; 2026Q1: 1,730 shares; 2026Q2: 10,374 shares; 2026Q3: 12,270 shares 12,270 $1.11M 0.07% +1,896 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: 4,549 shares; 2025Q1: 4,705 shares; 2025Q2: 4,760 shares; 2025Q3: 4,961 shares; 2025Q4: 5,006 shares; 2026Q1: 5,229 shares; 2026Q2: 4,782 shares; 2026Q3: 4,989 shares 4,989 $1.1M 0.07% +207 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,532 shares; 2025Q3: 1,532 shares; 2025Q4: 1,565 shares; 2026Q1: not reported; 2026Q2: 1,421 shares; 2026Q3: 1,792 shares 1,792 $1.1M 0.07% +371 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: 898 shares; 2025Q1: 902 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 906 shares; 2026Q1: 1,022 shares; 2026Q2: 1,024 shares; 2026Q3: 1,011 shares 1,011 $1.09M 0.07% -13 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,206 shares; 2025Q1: 4,180 shares; 2025Q2: 4,187 shares; 2025Q3: 5,853 shares; 2025Q4: 5,679 shares; 2026Q1: 6,359 shares; 2026Q2: 8,436 shares; 2026Q3: 5,704 shares 5,704 $1.09M 0.07% -2,732 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,068 shares; 2025Q1: 4,068 shares; 2025Q2: 4,062 shares; 2025Q3: 4,062 shares; 2025Q4: 4,062 shares; 2026Q1: 4,062 shares; 2026Q2: 4,062 shares; 2026Q3: 4,062 shares 4,062 $1.07M 0.07% 0 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: 6,968 shares; 2025Q1: 6,642 shares; 2025Q2: 6,226 shares; 2025Q3: 5,316 shares; 2025Q4: 5,160 shares; 2026Q1: 4,733 shares; 2026Q2: 4,382 shares; 2026Q3: 4,168 shares 4,168 $1.07M 0.07% -214 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,301 shares; 2025Q2: 2,974 shares; 2025Q3: 2,974 shares; 2025Q4: 2,306 shares; 2026Q1: 2,032 shares; 2026Q2: 2,781 shares; 2026Q3: 2,763 shares 2,763 $1.05M 0.07% -18 Timeline SPSB 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: 24,513 shares; 2025Q1: 36,767 shares; 2025Q2: 38,316 shares; 2025Q3: 35,343 shares; 2025Q4: 36,834 shares; 2026Q1: 36,282 shares; 2026Q2: 36,932 shares; 2026Q3: 35,619 shares 35,619 $1.05M 0.07% -1,313 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: 2,055 shares; 2025Q1: 1,980 shares; 2025Q2: 2,017 shares; 2025Q3: 2,117 shares; 2025Q4: 2,102 shares; 2026Q1: 2,086 shares; 2026Q2: 8,436 shares; 2026Q3: 8,404 shares 8,404 $1.05M 0.07% -32 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 28,050 shares; 2026Q3: 29,026 shares 29,026 $1.02M 0.06% +976 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: 4,359 shares; 2025Q1: 4,372 shares; 2025Q2: 4,296 shares; 2025Q3: 4,421 shares; 2025Q4: 4,062 shares; 2026Q1: 3,986 shares; 2026Q2: 3,916 shares; 2026Q3: 3,916 shares 3,916 $1.01M 0.06% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,263 shares; 2025Q1: 2,263 shares; 2025Q2: 4,493 shares; 2025Q3: 4,010 shares; 2025Q4: 3,860 shares; 2026Q1: 3,821 shares; 2026Q2: 3,721 shares; 2026Q3: 3,696 shares 3,696 $1M 0.06% -25 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: 1,666 shares; 2025Q1: 1,692 shares; 2025Q2: 1,694 shares; 2025Q3: 1,695 shares; 2025Q4: 1,686 shares; 2026Q1: 1,318 shares; 2026Q2: 1,249 shares; 2026Q3: 1,236 shares 1,236 $1M 0.06% -13 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,557 shares; 2025Q1: 12,557 shares; 2025Q2: 12,557 shares; 2025Q3: 12,557 shares; 2025Q4: 12,557 shares; 2026Q1: 12,557 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $945K 0.06% 0 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: 6,392 shares; 2025Q1: 6,879 shares; 2025Q2: 7,045 shares; 2025Q3: 6,165 shares; 2025Q4: 5,933 shares; 2026Q1: 5,978 shares; 2026Q2: 8,923 shares; 2026Q3: 8,978 shares 8,978 $939K 0.06% +55 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: 26,241 shares; 2025Q1: 26,516 shares; 2025Q2: 26,468 shares; 2025Q3: 26,287 shares; 2025Q4: 26,935 shares; 2026Q1: 24,905 shares; 2026Q2: 25,901 shares; 2026Q3: 27,024 shares 27,024 $919K 0.06% +1,123 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,049 shares; 2026Q1: 1,564 shares; 2026Q2: 1,670 shares; 2026Q3: 859 shares 859 $915K 0.06% -811 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,719 shares; 2026Q3: 18,716 shares 18,716 $909K 0.06% +6,997 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,374 shares; 2025Q1: 19,584 shares; 2025Q2: 20,039 shares; 2025Q3: 19,294 shares; 2025Q4: 18,180 shares; 2026Q1: 17,354 shares; 2026Q2: 16,419 shares; 2026Q3: 13,540 shares 13,540 $877K 0.06% -2,879 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: 1,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,897 shares; 2026Q1: not reported; 2026Q2: 1,263 shares; 2026Q3: 5,105 shares 5,105 $860K 0.05% +3,842 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares; 2026Q2: 7,700 shares; 2026Q3: 7,700 shares 7,700 $857K 0.05% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,760 shares; 2025Q1: 2,692 shares; 2025Q2: 2,513 shares; 2025Q3: 2,513 shares; 2025Q4: 3,231 shares; 2026Q1: 6,169 shares; 2026Q2: 6,816 shares; 2026Q3: 4,104 shares 4,104 $856K 0.05% -2,712 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,521 shares; 2026Q2: 4,059 shares; 2026Q3: 3,712 shares 3,712 $847K 0.05% -347 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: 85,110 shares; 2025Q1: 82,817 shares; 2025Q2: 82,635 shares; 2025Q3: 82,354 shares; 2025Q4: 79,717 shares; 2026Q1: 72,943 shares; 2026Q2: 45,512 shares; 2026Q3: 37,906 shares 37,906 $825K 0.05% -7,606 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: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares; 2025Q4: 3,120 shares; 2026Q1: 3,028 shares; 2026Q2: 2,991 shares; 2026Q3: 2,895 shares 2,895 $811K 0.05% -96 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: 13,589 shares; 2025Q1: 13,324 shares; 2025Q2: 13,179 shares; 2025Q3: 12,009 shares; 2025Q4: 11,447 shares; 2026Q1: 10,622 shares; 2026Q2: 10,527 shares; 2026Q3: 9,479 shares 9,479 $809K 0.05% -1,048 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: 6,004 shares; 2025Q1: 6,004 shares; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares; 2025Q4: 5,904 shares; 2026Q1: 5,804 shares; 2026Q2: 5,454 shares; 2026Q3: 5,384 shares 5,384 $802K 0.05% -70 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: 9,657 shares; 2025Q1: 11,357 shares; 2025Q2: 18,144 shares; 2025Q3: 4,704 shares; 2025Q4: 3,424 shares; 2026Q1: 3,547 shares; 2026Q2: 3,650 shares; 2026Q3: 3,738 shares 3,738 $778K 0.05% +88 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: 1,786 shares; 2025Q1: 2,187 shares; 2025Q2: 2,654 shares; 2025Q3: 2,904 shares; 2025Q4: 3,114 shares; 2026Q1: 3,258 shares; 2026Q2: 3,226 shares; 2026Q3: 2,381 shares 2,381 $770K 0.05% -845 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: 20,285 shares; 2025Q1: 21,054 shares; 2025Q2: 20,191 shares; 2025Q3: 20,552 shares; 2025Q4: 19,777 shares; 2026Q1: 14,024 shares; 2026Q2: 14,147 shares; 2026Q3: 13,624 shares 13,624 $742K 0.05% -523 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: 2,491 shares; 2025Q1: 2,125 shares; 2025Q2: 1,915 shares; 2025Q3: 1,904 shares; 2025Q4: 2,006 shares; 2026Q1: 2,080 shares; 2026Q2: 2,101 shares; 2026Q3: 2,072 shares 2,072 $735K 0.05% -29 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,922 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,667 shares 6,667 $726K 0.05% new 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: not reported; 2025Q1: 4,036 shares; 2025Q2: not reported; 2025Q3: 4,036 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,030 shares; 2026Q3: 15,173 shares 15,173 $719K 0.05% +10,143 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: 4,737 shares 4,737 $715K 0.05% new 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: 4,938 shares; 2025Q1: 4,898 shares; 2025Q2: 4,898 shares; 2025Q3: 4,898 shares; 2025Q4: 4,388 shares; 2026Q1: 4,499 shares; 2026Q2: 4,344 shares; 2026Q3: 4,344 shares 4,344 $713K 0.04% 0 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: 30,489 shares; 2025Q1: 30,226 shares; 2025Q2: 32,449 shares; 2025Q3: 23,556 shares; 2025Q4: 21,986 shares; 2026Q1: 21,017 shares; 2026Q2: 21,136 shares; 2026Q3: 20,752 shares 20,752 $677K 0.04% -384 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,450 shares; 2025Q4: 836 shares; 2026Q1: 444 shares; 2026Q2: 365 shares; 2026Q3: 368 shares 368 $667K 0.04% +3 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: 12,835 shares; 2025Q1: 12,835 shares; 2025Q2: 12,835 shares; 2025Q3: 11,145 shares; 2025Q4: 11,103 shares; 2026Q1: 11,053 shares; 2026Q2: 10,753 shares; 2026Q3: 10,683 shares 10,683 $667K 0.04% -70 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,529 shares; 2025Q1: 36,375 shares; 2025Q2: 34,926 shares; 2025Q3: 32,262 shares; 2025Q4: 28,747 shares; 2026Q1: 19,724 shares; 2026Q2: 16,023 shares; 2026Q3: 14,273 shares 14,273 $662K 0.04% -1,750 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: 8,042 shares; 2025Q1: 8,110 shares; 2025Q2: 8,108 shares; 2025Q3: 8,110 shares; 2025Q4: 8,111 shares; 2026Q1: 8,098 shares; 2026Q2: 8,096 shares; 2026Q3: 7,940 shares 7,940 $659K 0.04% -156 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: 2,919 shares; 2025Q1: 2,286 shares; 2025Q2: 2,271 shares; 2025Q3: 2,282 shares; 2025Q4: 2,282 shares; 2026Q1: 2,829 shares; 2026Q2: 2,432 shares; 2026Q3: 5,868 shares 5,868 $651K 0.04% +3,436 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: 13,224 shares; 2025Q1: 12,854 shares; 2025Q2: 15,279 shares; 2025Q3: 17,831 shares; 2025Q4: 18,503 shares; 2026Q1: 21,987 shares; 2026Q2: 23,029 shares; 2026Q3: 23,471 shares 23,471 $645K 0.04% +442 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,829 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 8,001 shares; 2026Q1: 8,001 shares; 2026Q2: 8,001 shares; 2026Q3: 7,877 shares 7,877 $643K 0.04% -124 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,581 shares; 2025Q3: 8,745 shares; 2025Q4: 9,855 shares; 2026Q1: 9,784 shares; 2026Q2: 10,384 shares; 2026Q3: 10,452 shares 10,452 $639K 0.04% +68 Timeline PIO 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: 14,720 shares; 2025Q1: 14,720 shares; 2025Q2: 14,720 shares; 2025Q3: 14,720 shares; 2025Q4: 14,720 shares; 2026Q1: 14,720 shares; 2026Q2: 14,720 shares; 2026Q3: 14,720 shares 14,720 $636K 0.04% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,993 shares; 2025Q1: 9,003 shares; 2025Q2: 8,218 shares; 2025Q3: 5,589 shares; 2025Q4: 4,763 shares; 2026Q1: 4,208 shares; 2026Q2: 3,785 shares; 2026Q3: 3,419 shares 3,419 $612K 0.04% -366 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: 2,674 shares; 2025Q1: 2,547 shares; 2025Q2: 2,610 shares; 2025Q3: 2,620 shares; 2025Q4: 2,595 shares; 2026Q1: 2,403 shares; 2026Q2: 2,458 shares; 2026Q3: 2,462 shares 2,462 $610K 0.04% +4 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: 7,840 shares; 2025Q1: 7,731 shares; 2025Q2: 6,707 shares; 2025Q3: 6,607 shares; 2025Q4: 6,616 shares; 2026Q1: 6,586 shares; 2026Q2: 6,636 shares; 2026Q3: 6,686 shares 6,686 $599K 0.04% +50 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,459 shares; 2025Q2: 7,409 shares; 2025Q3: 6,772 shares; 2025Q4: 6,254 shares; 2026Q1: 5,944 shares; 2026Q2: 6,677 shares; 2026Q3: 6,386 shares 6,386 $592K 0.04% -291 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: 3,380 shares; 2025Q1: 3,238 shares; 2025Q2: 3,238 shares; 2025Q3: 3,083 shares; 2025Q4: 3,023 shares; 2026Q1: 2,913 shares; 2026Q2: 2,572 shares; 2026Q3: 2,467 shares 2,467 $576K 0.04% -105 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: 2,680 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,883 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 3,010 shares; 2026Q3: 5,173 shares 5,173 $574K 0.04% +2,163 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: 946 shares; 2025Q1: 946 shares; 2025Q2: 946 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 846 shares; 2026Q2: 846 shares; 2026Q3: 838 shares 838 $563K 0.04% -8 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,461 shares; 2026Q1: 2,227 shares; 2026Q2: 2,218 shares; 2026Q3: 3,325 shares 3,325 $555K 0.04% +1,107 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: 559 shares; 2025Q1: 579 shares; 2025Q2: 533 shares; 2025Q3: 489 shares; 2025Q4: 511 shares; 2026Q1: 481 shares; 2026Q2: 498 shares; 2026Q3: 546 shares 546 $552K 0.03% +48 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: 5,472 shares; 2025Q1: 5,502 shares; 2025Q2: 5,726 shares; 2025Q3: 5,564 shares; 2025Q4: 5,564 shares; 2026Q1: 5,313 shares; 2026Q2: 5,288 shares; 2026Q3: 5,282 shares 5,282 $549K 0.03% -6 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: 3,476 shares; 2025Q1: 3,501 shares; 2025Q2: 5,617 shares; 2025Q3: 5,460 shares; 2025Q4: 5,490 shares; 2026Q1: 5,509 shares; 2026Q2: 5,713 shares; 2026Q3: 6,330 shares 6,330 $538K 0.03% +617 Timeline ABIG 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: not reported; 2026Q1: not reported; 2026Q2: 14,775 shares; 2026Q3: 14,775 shares 14,775 $521K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: 2,439 shares; 2025Q3: 2,439 shares; 2025Q4: 2,439 shares; 2026Q1: 2,997 shares; 2026Q2: 3,076 shares; 2026Q3: 3,467 shares 3,467 $515K 0.03% +391 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: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 764 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 760 shares; 2026Q3: 1,124 shares 1,124 $508K 0.03% +364 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: 3,523 shares; 2025Q1: 4,093 shares; 2025Q2: 3,943 shares; 2025Q3: 3,943 shares; 2025Q4: 3,883 shares; 2026Q1: 3,553 shares; 2026Q2: 3,503 shares; 2026Q3: 3,503 shares 3,503 $499K 0.03% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,535 shares; 2025Q1: 26,721 shares; 2025Q2: 26,130 shares; 2025Q3: 23,515 shares; 2025Q4: 21,169 shares; 2026Q1: 20,374 shares; 2026Q2: 9,338 shares; 2026Q3: 6,922 shares 6,922 $483K 0.03% -2,416 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA 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: 4,484 shares 4,484 $480K 0.03% 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: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,195 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares; 2026Q2: 4,780 shares; 2026Q3: 6,080 shares 6,080 $477K 0.03% +1,300 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: 2,158 shares; 2025Q1: 2,108 shares; 2025Q2: 2,074 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 2,141 shares; 2026Q2: 2,440 shares; 2026Q3: 2,487 shares 2,487 $475K 0.03% +47 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: 10,698 shares; 2025Q1: 9,650 shares; 2025Q2: 9,635 shares; 2025Q3: 10,461 shares; 2025Q4: 8,935 shares; 2026Q1: 8,757 shares; 2026Q2: 8,763 shares; 2026Q3: 8,828 shares 8,828 $471K 0.03% +65 Timeline CEF 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: 11,105 shares; 2025Q1: 11,105 shares; 2025Q2: 11,105 shares; 2025Q3: 11,105 shares; 2025Q4: 11,105 shares; 2026Q1: 11,105 shares; 2026Q2: 11,105 shares; 2026Q3: 11,105 shares 11,105 $461K 0.03% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,389 shares; 2025Q1: 12,889 shares; 2025Q2: 12,889 shares; 2025Q3: 12,889 shares; 2025Q4: 12,889 shares; 2026Q1: 12,889 shares; 2026Q2: 12,889 shares; 2026Q3: 12,889 shares 12,889 $458K 0.03% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares; 2026Q2: 1,077 shares; 2026Q3: 2,117 shares 2,117 $457K 0.03% +1,040 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: 3,929 shares; 2025Q1: 3,980 shares; 2025Q2: 3,870 shares; 2025Q3: 3,725 shares; 2025Q4: 3,350 shares; 2026Q1: 3,284 shares; 2026Q2: 3,049 shares; 2026Q3: 3,039 shares 3,039 $445K 0.03% -10 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,244 shares; 2025Q1: 10,998 shares; 2025Q2: 10,748 shares; 2025Q3: 9,892 shares; 2025Q4: 9,393 shares; 2026Q1: 11,434 shares; 2026Q2: 11,109 shares; 2026Q3: 10,694 shares 10,694 $440K 0.03% -415 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: 12,345 shares; 2025Q1: 6,960 shares; 2025Q2: 6,260 shares; 2025Q3: 6,135 shares; 2025Q4: 5,200 shares; 2026Q1: 5,034 shares; 2026Q2: 5,104 shares; 2026Q3: 5,054 shares 5,054 $433K 0.03% -50 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: 577 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 573 shares; 2025Q4: 568 shares; 2026Q1: 568 shares; 2026Q2: 568 shares; 2026Q3: 568 shares 568 $431K 0.03% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,500 shares; 2025Q1: 6,625 shares; 2025Q2: 6,613 shares; 2025Q3: 6,613 shares; 2025Q4: 6,608 shares; 2026Q1: 6,577 shares; 2026Q2: 6,577 shares; 2026Q3: 6,574 shares 6,574 $430K 0.03% -3 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: 841 shares; 2025Q1: 941 shares; 2025Q2: 891 shares; 2025Q3: 893 shares; 2025Q4: 841 shares; 2026Q1: 841 shares; 2026Q2: 841 shares; 2026Q3: 817 shares 817 $427K 0.03% -24 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: not reported; 2026Q3: 2,024 shares 2,024 $427K 0.03% 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; 2024Q4: 528 shares; 2025Q1: 707 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 655 shares; 2026Q1: 831 shares; 2026Q2: 823 shares; 2026Q3: 818 shares 818 $417K 0.03% -5 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 759 shares; 2026Q3: 759 shares 759 $408K 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: 3,163 shares; 2025Q1: 3,163 shares; 2025Q2: 3,153 shares; 2025Q3: 3,133 shares; 2025Q4: 2,663 shares; 2026Q1: 2,663 shares; 2026Q2: 2,814 shares; 2026Q3: 2,613 shares 2,613 $405K 0.03% -201 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,810 shares; 2025Q1: 12,810 shares; 2025Q2: 12,810 shares; 2025Q3: 12,810 shares; 2025Q4: 11,583 shares; 2026Q1: 10,275 shares; 2026Q2: 9,268 shares; 2026Q3: 9,569 shares 9,569 $402K 0.03% +301 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: 5,626 shares; 2025Q1: 5,507 shares; 2025Q2: 5,441 shares; 2025Q3: 5,176 shares; 2025Q4: 4,988 shares; 2026Q1: 4,920 shares; 2026Q2: 4,244 shares; 2026Q3: 4,029 shares 4,029 $398K 0.03% -215 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,876 shares; 2025Q1: 12,884 shares; 2025Q2: 12,179 shares; 2025Q3: 11,214 shares; 2025Q4: 9,682 shares; 2026Q1: 2,505 shares; 2026Q2: 2,370 shares; 2026Q3: 2,090 shares 2,090 $397K 0.03% -280 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: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 3,202 shares; 2026Q3: 3,152 shares 3,152 $396K 0.02% -50 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22,948 shares 22,948 $391K 0.02% new 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: 107 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 102 shares; 2025Q4: 96 shares; 2026Q1: 97 shares; 2026Q2: 2,400 shares; 2026Q3: 2,359 shares 2,359 $384K 0.02% -41 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,958 shares; 2025Q1: 27,878 shares; 2025Q2: 24,263 shares; 2025Q3: 23,549 shares; 2025Q4: 20,664 shares; 2026Q1: 17,861 shares; 2026Q2: 11,955 shares; 2026Q3: 10,836 shares 10,836 $384K 0.02% -1,119 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: 1,719 shares; 2025Q1: 1,719 shares; 2025Q2: 1,719 shares; 2025Q3: 1,723 shares; 2025Q4: 1,219 shares; 2026Q1: 1,219 shares; 2026Q2: 1,257 shares; 2026Q3: 1,229 shares 1,229 $380K 0.02% -28 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: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares; 2026Q2: 2,346 shares; 2026Q3: 2,346 shares 2,346 $376K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,418 shares; 2026Q2: 1,418 shares; 2026Q3: 1,418 shares 1,418 $376K 0.02% 0 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: 1,340 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: not reported; 2026Q2: 2,362 shares; 2026Q3: 2,178 shares 2,178 $372K 0.02% -184 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: 8,667 shares; 2025Q1: 8,667 shares; 2025Q2: 8,513 shares; 2025Q3: 8,513 shares; 2025Q4: 8,461 shares; 2026Q1: 7,683 shares; 2026Q2: 8,070 shares; 2026Q3: 7,933 shares 7,933 $369K 0.02% -137 Timeline SPSM 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: 4,939 shares; 2026Q1: 6,814 shares; 2026Q2: 7,111 shares; 2026Q3: 6,975 shares 6,975 $369K 0.02% -136 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 5,785 shares; 2026Q2: 5,785 shares; 2026Q3: 5,785 shares 5,785 $366K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 917 shares 917 $363K 0.02% new 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: 2,045 shares; 2025Q1: 2,038 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares; 2025Q4: 2,037 shares; 2026Q1: 2,035 shares; 2026Q2: 1,961 shares; 2026Q3: 1,935 shares 1,935 $356K 0.02% -26 Timeline RAAX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,137 shares; 2026Q3: 8,640 shares 8,640 $344K 0.02% +1,503 Timeline MBGL MOBILITY GLOBAL INC More: the full row for MOBILITY GLOBAL 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: 19,982 shares 19,982 $343K 0.02% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares; 2026Q2: 1,423 shares; 2026Q3: 1,403 shares 1,403 $339K 0.02% -20 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 775 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 737 shares; 2026Q3: 737 shares 737 $334K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,879 shares; 2026Q3: 4,862 shares 4,862 $327K 0.02% -17 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: 7,027 shares; 2025Q1: 6,678 shares; 2025Q2: 7,048 shares; 2025Q3: 6,672 shares; 2025Q4: 5,564 shares; 2026Q1: 5,506 shares; 2026Q2: 5,506 shares; 2026Q3: 5,506 shares 5,506 $327K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,082 shares; 2026Q3: 3,052 shares 3,052 $326K 0.02% -30 Timeline RSPN 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: 3,816 shares; 2025Q4: 4,981 shares; 2026Q1: 4,981 shares; 2026Q2: 5,481 shares; 2026Q3: 5,601 shares 5,601 $324K 0.02% +120 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: 20,158 shares; 2025Q1: 21,375 shares; 2025Q2: 21,909 shares; 2025Q3: 21,712 shares; 2025Q4: 20,221 shares; 2026Q1: 2,903 shares; 2026Q2: not reported; 2026Q3: 1,406 shares 1,406 $323K 0.02% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,900 shares; 2026Q1: 2,754 shares; 2026Q2: 2,754 shares; 2026Q3: 2,554 shares 2,554 $321K 0.02% -200 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: 3,486 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares; 2026Q1: 2,962 shares; 2026Q2: 2,962 shares; 2026Q3: 3,233 shares 3,233 $321K 0.02% +271 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,533 shares; 2025Q1: 9,992 shares; 2025Q2: 10,032 shares; 2025Q3: 9,908 shares; 2025Q4: 9,188 shares; 2026Q1: 5,873 shares; 2026Q2: 5,605 shares; 2026Q3: 5,206 shares 5,206 $321K 0.02% -399 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: not reported; 2025Q1: not reported; 2025Q2: 6,229 shares; 2025Q3: 5,829 shares; 2025Q4: 3,840 shares; 2026Q1: 3,826 shares; 2026Q2: 3,881 shares; 2026Q3: 3,891 shares 3,891 $314K 0.02% +10 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: 8,098 shares; 2025Q1: 8,098 shares; 2025Q2: 8,098 shares; 2025Q3: 8,437 shares; 2025Q4: 8,438 shares; 2026Q1: 8,438 shares; 2026Q2: 8,445 shares; 2026Q3: 8,656 shares 8,656 $308K 0.02% +211 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,370 shares; 2026Q2: 1,336 shares; 2026Q3: 1,381 shares 1,381 $307K 0.02% +45 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: not reported; 2026Q3: 1,979 shares 1,979 $307K 0.02% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,031 shares; 2025Q1: 3,557 shares; 2025Q2: 3,567 shares; 2025Q3: 3,557 shares; 2025Q4: 7,125 shares; 2026Q1: 7,355 shares; 2026Q2: 7,764 shares; 2026Q3: 7,716 shares 7,716 $304K 0.02% -48 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 2,478 shares; 2026Q1: 2,478 shares; 2026Q2: 2,578 shares; 2026Q3: 2,576 shares 2,576 $303K 0.02% -2 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: 2,474 shares; 2025Q1: 2,474 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,396 shares; 2026Q1: 2,326 shares; 2026Q2: 2,326 shares; 2026Q3: 2,463 shares 2,463 $301K 0.02% +137 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares; 2026Q1: 2,684 shares; 2026Q2: 2,684 shares; 2026Q3: 2,710 shares 2,710 $300K 0.02% +26 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: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 499 shares; 2025Q4: 419 shares; 2026Q1: 389 shares; 2026Q2: 392 shares; 2026Q3: 347 shares 347 $296K 0.02% -45 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: 1,048 shares; 2025Q1: 1,493 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,422 shares; 2026Q2: 1,458 shares; 2026Q3: 1,415 shares 1,415 $293K 0.02% -43 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: not reported; 2025Q1: not reported; 2025Q2: 3,111 shares; 2025Q3: 3,427 shares; 2025Q4: 3,575 shares; 2026Q1: 3,697 shares; 2026Q2: not reported; 2026Q3: 4,004 shares 4,004 $291K 0.02% new 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: 4,964 shares; 2025Q1: 4,993 shares; 2025Q2: 4,582 shares; 2025Q3: 4,372 shares; 2025Q4: 4,121 shares; 2026Q1: 3,452 shares; 2026Q2: 3,047 shares; 2026Q3: 3,047 shares 3,047 $286K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,264 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares; 2026Q1: 2,064 shares; 2026Q2: 2,064 shares; 2026Q3: 2,064 shares 2,064 $284K 0.02% 0 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: 2,420 shares; 2025Q1: 2,370 shares; 2025Q2: 5,421 shares; 2025Q3: 6,084 shares; 2025Q4: 6,697 shares; 2026Q1: 4,267 shares; 2026Q2: 3,910 shares; 2026Q3: 2,530 shares 2,530 $284K 0.02% -1,380 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 662 shares; 2026Q1: 662 shares; 2026Q2: 662 shares; 2026Q3: 662 shares 662 $283K 0.02% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 5,608 shares; 2026Q1: 4,832 shares; 2026Q2: 4,416 shares; 2026Q3: 4,066 shares 4,066 $281K 0.02% -350 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: 7,440 shares; 2025Q1: 9,272 shares; 2025Q2: 9,468 shares; 2025Q3: 7,974 shares; 2025Q4: 3,535 shares; 2026Q1: 3,338 shares; 2026Q2: 3,338 shares; 2026Q3: 3,390 shares 3,390 $281K 0.02% +52 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: 2,127 shares; 2025Q1: 2,127 shares; 2025Q2: 2,127 shares; 2025Q3: 2,654 shares; 2025Q4: 2,007 shares; 2026Q1: 2,047 shares; 2026Q2: 2,047 shares; 2026Q3: 2,047 shares 2,047 $280K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,390 shares; 2025Q4: 6,683 shares; 2026Q1: 7,219 shares; 2026Q2: 7,499 shares; 2026Q3: 7,666 shares 7,666 $279K 0.02% +167 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,194 shares; 2026Q3: 1,364 shares 1,364 $278K 0.02% +170 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,643 shares; 2025Q2: not reported; 2025Q3: 1,652 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,357 shares; 2026Q3: 2,383 shares 2,383 $272K 0.02% +26 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: 5,276 shares; 2025Q1: 5,224 shares; 2025Q2: 4,691 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,354 shares; 2026Q3: 5,911 shares 5,911 $271K 0.02% +557 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: 2,452 shares; 2025Q1: 2,632 shares; 2025Q2: 2,687 shares; 2025Q3: 2,389 shares; 2025Q4: 3,094 shares; 2026Q1: 2,477 shares; 2026Q2: 2,462 shares; 2026Q3: 1,965 shares 1,965 $271K 0.02% -497 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares; 2026Q3: 469 shares 469 $267K 0.02% -11 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,344 shares; 2026Q3: 1,358 shares 1,358 $265K 0.02% +14 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,172 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 1,147 shares; 2026Q3: 1,102 shares 1,102 $264K 0.02% -45 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 550 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 940 shares 940 $249K 0.02% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,650 shares; 2026Q1: not reported; 2026Q2: 2,020 shares; 2026Q3: 2,020 shares 2,020 $245K 0.02% 0 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: not reported; 2025Q1: 1,281 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 1,121 shares; 2026Q2: 1,172 shares; 2026Q3: 1,122 shares 1,122 $244K 0.02% -50 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares; 2026Q1: 3,097 shares; 2026Q2: 3,068 shares; 2026Q3: 3,068 shares 3,068 $238K 0.02% 0 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: 488 shares; 2025Q1: 645 shares; 2025Q2: 638 shares; 2025Q3: 641 shares; 2025Q4: 638 shares; 2026Q1: 488 shares; 2026Q2: 478 shares; 2026Q3: 478 shares 478 $235K 0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,667 shares; 2025Q1: 8,617 shares; 2025Q2: 8,617 shares; 2025Q3: 8,487 shares; 2025Q4: 8,487 shares; 2026Q1: 8,487 shares; 2026Q2: 4,292 shares; 2026Q3: 4,092 shares 4,092 $235K 0.01% -200 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,057 shares; 2026Q2: 13,225 shares; 2026Q3: 13,226 shares 13,226 $234K 0.01% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,555 shares 6,555 $234K 0.01% new Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC 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: 17,331 shares; 2026Q2: 15,426 shares; 2026Q3: 15,426 shares 15,426 $232K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,519 shares; 2025Q1: 2,591 shares; 2025Q2: 2,467 shares; 2025Q3: 2,439 shares; 2025Q4: 2,354 shares; 2026Q1: 2,354 shares; 2026Q2: 2,354 shares; 2026Q3: 2,354 shares 2,354 $229K 0.01% 0 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: 1,157 shares; 2025Q1: 986 shares; 2025Q2: 987 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 822 shares; 2026Q2: 802 shares; 2026Q3: 802 shares 802 $228K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS 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: 545 shares; 2026Q3: 515 shares 515 $226K 0.01% -30 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 973 shares; 2026Q3: 973 shares 973 $225K 0.01% 0 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: 2,799 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,494 shares 2,494 $215K 0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares; 2026Q1: 1,391 shares; 2026Q2: 1,391 shares; 2026Q3: 1,391 shares 1,391 $215K 0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,293 shares; 2026Q3: 3,392 shares 3,392 $214K 0.01% +99 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 1,648 shares; 2026Q3: 1,640 shares 1,640 $213K 0.01% -8 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 536 shares 536 $213K 0.01% new Timeline SPHY 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: 9,412 shares 9,412 $213K 0.01% new 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: 768 shares; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 749 shares; 2025Q4: 725 shares; 2026Q1: 425 shares; 2026Q2: 425 shares; 2026Q3: 425 shares 425 $212K 0.01% 0 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 4,208 shares 4,208 $209K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,270 shares; 2026Q3: 1,270 shares 1,270 $204K 0.01% 0 Timeline