VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,699 shares; 2024Q4: 273,183 shares; 2025Q1: 288,860 shares; 2025Q2: 293,637 shares; 2025Q3: 303,156 shares; 2025Q4: 310,861 shares; 2026Q1: 326,411 shares; 2026Q2: 342,986 shares 342,986 $236M 6.88% +16,575 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,094,026 shares; 2024Q4: 2,369,405 shares; 2025Q1: 2,506,843 shares; 2025Q2: 2,396,803 shares; 2025Q3: 2,403,369 shares; 2025Q4: 2,417,863 shares; 2026Q1: 2,533,557 shares; 2026Q2: 2,660,097 shares 2,660,097 $218M 6.37% +126,540 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667,769 shares; 2024Q4: 664,668 shares; 2025Q1: 738,789 shares; 2025Q2: 878,592 shares; 2025Q3: 969,900 shares; 2025Q4: 1,051,877 shares; 2026Q1: 1,181,952 shares; 2026Q2: 1,246,429 shares 1,246,429 $205M 5.98% +64,477 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474,260 shares; 2024Q4: 468,885 shares; 2025Q1: 488,385 shares; 2025Q2: 546,016 shares; 2025Q3: 549,958 shares; 2025Q4: 547,888 shares; 2026Q1: 563,420 shares; 2026Q2: 550,162 shares 550,162 $204M 5.94% -13,258 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180,159 shares; 2024Q4: 1,271,609 shares; 2025Q1: 1,470,452 shares; 2025Q2: 1,562,593 shares; 2025Q3: 1,740,574 shares; 2025Q4: 1,880,287 shares; 2026Q1: 2,082,582 shares; 2026Q2: 2,246,322 shares 2,246,322 $192M 5.61% +163,740 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,535 shares; 2024Q4: 181,554 shares; 2025Q1: 660,669 shares; 2025Q2: 804,530 shares; 2025Q3: 1,136,494 shares; 2025Q4: 1,520,153 shares; 2026Q1: 1,890,146 shares; 2026Q2: 1,914,897 shares 1,914,897 $147M 4.29% +24,751 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,484,739 shares; 2024Q4: 2,834,248 shares; 2025Q1: 3,148,980 shares; 2025Q2: 3,208,908 shares; 2025Q3: 3,290,591 shares; 2025Q4: 3,321,411 shares; 2026Q1: 3,263,205 shares; 2026Q2: 3,238,499 shares 3,238,499 $144M 4.2% -24,706 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544,025 shares; 2024Q4: 593,172 shares; 2025Q1: 617,939 shares; 2025Q2: 694,534 shares; 2025Q3: 712,620 shares; 2025Q4: 716,978 shares; 2026Q1: 723,873 shares; 2026Q2: 739,897 shares 739,897 $116M 3.39% +16,024 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,337 shares; 2024Q4: 32,089 shares; 2025Q1: 145,177 shares; 2025Q2: 219,467 shares; 2025Q3: 289,103 shares; 2025Q4: 455,781 shares; 2026Q1: 898,297 shares; 2026Q2: 1,094,000 shares 1,094,000 $108M 3.16% +195,703 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,486,018 shares; 2024Q4: 1,567,205 shares; 2025Q1: 1,660,969 shares; 2025Q2: 1,736,995 shares; 2025Q3: 1,785,546 shares; 2025Q4: 1,824,816 shares; 2026Q1: 1,843,654 shares; 2026Q2: 2,110,994 shares 2,110,994 $87.1M 2.54% +267,340 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423,767 shares; 2024Q4: 560,730 shares; 2025Q1: 575,088 shares; 2025Q2: 588,859 shares; 2025Q3: 631,836 shares; 2025Q4: 691,645 shares; 2026Q1: 899,249 shares; 2026Q2: 962,703 shares 962,703 $70.7M 2.06% +63,454 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,665 shares; 2024Q4: 196,007 shares; 2025Q1: 199,722 shares; 2025Q2: 202,137 shares; 2025Q3: 204,959 shares; 2025Q4: 216,708 shares; 2026Q1: 226,060 shares; 2026Q2: 229,050 shares 229,050 $66.3M 1.94% +2,990 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,771 shares; 2025Q2: 3,778 shares; 2025Q3: 37,749 shares; 2025Q4: 238,864 shares; 2026Q1: 525,359 shares; 2026Q2: 727,196 shares 727,196 $56.2M 1.64% +201,837 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,944 shares; 2024Q4: 242,628 shares; 2025Q1: 245,033 shares; 2025Q2: 236,780 shares; 2025Q3: 236,207 shares; 2025Q4: 226,870 shares; 2026Q1: 226,556 shares; 2026Q2: 226,097 shares 226,097 $54.9M 1.6% -459 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,419 shares; 2024Q4: 279,520 shares; 2025Q1: 286,946 shares; 2025Q2: 295,417 shares; 2025Q3: 316,988 shares; 2025Q4: 314,048 shares; 2026Q1: 329,681 shares; 2026Q2: 343,695 shares 343,695 $54.3M 1.59% +14,014 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,005 shares; 2024Q4: 232,933 shares; 2025Q1: 260,466 shares; 2025Q2: 292,764 shares; 2025Q3: 340,269 shares; 2025Q4: 402,208 shares; 2026Q1: 452,332 shares; 2026Q2: 475,617 shares 475,617 $42.4M 1.24% +23,285 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,270 shares; 2024Q4: 232,026 shares; 2025Q1: 282,118 shares; 2025Q2: 305,121 shares; 2025Q3: 308,448 shares; 2025Q4: 312,336 shares; 2026Q1: 303,387 shares; 2026Q2: 290,869 shares 290,869 $41.7M 1.22% -12,518 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412,573 shares; 2024Q4: 414,809 shares; 2025Q1: 446,808 shares; 2025Q2: 627,018 shares; 2025Q3: 655,912 shares; 2025Q4: 673,569 shares; 2026Q1: 708,833 shares; 2026Q2: 688,300 shares 688,300 $35.6M 1.04% -20,533 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480,574 shares; 2024Q4: 474,936 shares; 2025Q1: 475,144 shares; 2025Q2: 473,763 shares; 2025Q3: 475,595 shares; 2025Q4: 473,420 shares; 2026Q1: 463,742 shares; 2026Q2: 467,941 shares 467,941 $35.3M 1.03% +4,199 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,106 shares; 2024Q4: 10,130 shares; 2025Q1: 14,259 shares; 2025Q2: 24,724 shares; 2025Q3: 35,242 shares; 2025Q4: 50,797 shares; 2026Q1: 61,944 shares; 2026Q2: 393,248 shares 393,248 $33.9M 0.99% +331,304 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,961 shares; 2024Q4: 151,383 shares; 2025Q1: 154,632 shares; 2025Q2: 149,826 shares; 2025Q3: 153,713 shares; 2025Q4: 212,973 shares; 2026Q1: 242,233 shares; 2026Q2: 259,250 shares 259,250 $33.2M 0.97% +17,017 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,105 shares; 2024Q4: 114,889 shares; 2025Q1: 114,254 shares; 2025Q2: 113,921 shares; 2025Q3: 113,980 shares; 2025Q4: 110,348 shares; 2026Q1: 103,799 shares; 2026Q2: 103,679 shares 103,679 $32.6M 0.95% -120 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,453 shares; 2024Q4: 117,330 shares; 2025Q1: 158,295 shares; 2025Q2: 138,005 shares; 2025Q3: 143,029 shares; 2025Q4: 145,355 shares; 2026Q1: 150,723 shares; 2026Q2: 162,963 shares 162,963 $32.6M 0.95% +12,240 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,744 shares; 2024Q4: 151,363 shares; 2025Q1: 161,687 shares; 2025Q2: 252,643 shares; 2025Q3: 303,322 shares; 2025Q4: 314,532 shares; 2026Q1: 356,156 shares; 2026Q2: 457,396 shares 457,396 $32.6M 0.95% +101,240 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,403 shares; 2024Q4: 183,470 shares; 2025Q1: 307,642 shares; 2025Q2: 329,709 shares; 2025Q3: 351,027 shares; 2025Q4: 382,608 shares; 2026Q1: 410,000 shares; 2026Q2: 396,363 shares 396,363 $31.3M 0.91% -13,637 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,539 shares; 2024Q4: 20,250 shares; 2025Q1: 35,191 shares; 2025Q2: 35,655 shares; 2025Q3: 36,961 shares; 2025Q4: 33,892 shares; 2026Q1: 31,089 shares; 2026Q2: 26,652 shares 26,652 $30.8M 0.9% -4,437 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,103 shares; 2024Q4: 66,885 shares; 2025Q1: 70,141 shares; 2025Q2: 77,220 shares; 2025Q3: 87,548 shares; 2025Q4: 92,354 shares; 2026Q1: 93,967 shares; 2026Q2: 376,125 shares 376,125 $30.3M 0.88% +282,158 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588,945 shares; 2024Q4: 663,624 shares; 2025Q1: 697,869 shares; 2025Q2: 628,904 shares; 2025Q3: 628,875 shares; 2025Q4: 635,274 shares; 2026Q1: 702,217 shares; 2026Q2: 750,732 shares 750,732 $29.1M 0.85% +48,515 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,762 shares; 2024Q4: 59,422 shares; 2025Q1: 61,431 shares; 2025Q2: 62,156 shares; 2025Q3: 62,946 shares; 2025Q4: 67,928 shares; 2026Q1: 73,448 shares; 2026Q2: 76,072 shares 76,072 $28.4M 0.83% +2,624 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,022 shares; 2024Q4: 110,675 shares; 2025Q1: 108,966 shares; 2025Q2: 106,781 shares; 2025Q3: 105,882 shares; 2025Q4: 103,413 shares; 2026Q1: 107,875 shares; 2026Q2: 124,151 shares 124,151 $27.2M 0.79% +16,276 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,973 shares; 2024Q4: 20,485 shares; 2025Q1: 39,529 shares; 2025Q2: 96,446 shares; 2025Q3: 137,754 shares; 2025Q4: 164,133 shares; 2026Q1: 178,134 shares; 2026Q2: 196,622 shares 196,622 $24.5M 0.72% +18,488 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,237 shares; 2024Q4: 31,547 shares; 2025Q1: 43,542 shares; 2025Q2: 44,886 shares; 2025Q3: 47,778 shares; 2025Q4: 49,269 shares; 2026Q1: 51,209 shares; 2026Q2: 269,582 shares 269,582 $23.7M 0.69% +218,373 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,037 shares; 2024Q4: 15,054 shares; 2025Q1: 16,113 shares; 2025Q2: 15,490 shares; 2025Q3: 18,916 shares; 2025Q4: 18,979 shares; 2026Q1: 20,507 shares; 2026Q2: 69,623 shares 69,623 $23.6M 0.69% +49,116 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,011 shares; 2024Q4: 192,416 shares; 2025Q1: 266,548 shares; 2025Q2: 254,896 shares; 2025Q3: 266,964 shares; 2025Q4: 263,693 shares; 2026Q1: 283,279 shares; 2026Q2: 257,479 shares 257,479 $23.4M 0.68% -25,800 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,784 shares; 2024Q4: 50,369 shares; 2025Q1: 54,610 shares; 2025Q2: 55,177 shares; 2025Q3: 59,989 shares; 2025Q4: 59,524 shares; 2026Q1: 61,597 shares; 2026Q2: 63,201 shares 63,201 $22.6M 0.66% +1,604 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,504 shares; 2024Q4: 32,260 shares; 2025Q1: 32,604 shares; 2025Q2: 38,400 shares; 2025Q3: 38,006 shares; 2025Q4: 48,337 shares; 2026Q1: 63,828 shares; 2026Q2: 208,518 shares 208,518 $22.2M 0.65% +144,690 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,091 shares; 2024Q4: 55,020 shares; 2025Q1: 57,876 shares; 2025Q2: 58,603 shares; 2025Q3: 67,685 shares; 2025Q4: 70,609 shares; 2026Q1: 80,336 shares; 2026Q2: 90,935 shares 90,935 $21.7M 0.63% +10,599 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,047 shares; 2024Q4: 103,224 shares; 2025Q1: 103,254 shares; 2025Q2: 105,009 shares; 2025Q3: 102,318 shares; 2025Q4: 99,955 shares; 2026Q1: 99,252 shares; 2026Q2: 97,906 shares 97,906 $21.7M 0.63% -1,346 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,766 shares; 2024Q4: 36,441 shares; 2025Q1: 37,156 shares; 2025Q2: 40,045 shares; 2025Q3: 38,742 shares; 2025Q4: 47,612 shares; 2026Q1: 61,213 shares; 2026Q2: 163,754 shares 163,754 $20.9M 0.61% +102,541 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,562 shares; 2024Q4: 16,586 shares; 2025Q1: 16,694 shares; 2025Q2: 17,654 shares; 2025Q3: 17,660 shares; 2025Q4: 20,960 shares; 2026Q1: 25,437 shares; 2026Q2: 25,876 shares 25,876 $19.3M 0.56% +439 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,166 shares; 2024Q4: 24,257 shares; 2025Q1: 25,112 shares; 2025Q2: 26,633 shares; 2025Q3: 26,536 shares; 2025Q4: 25,662 shares; 2026Q1: 27,878 shares; 2026Q2: 25,602 shares 25,602 $19.2M 0.56% -2,276 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,411 shares; 2024Q4: 440,230 shares; 2025Q1: 491,647 shares; 2025Q2: 568,259 shares; 2025Q3: 650,806 shares; 2025Q4: 648,395 shares; 2026Q1: 666,381 shares; 2026Q2: 660,423 shares 660,423 $19.1M 0.56% -5,958 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,796 shares; 2024Q4: 45,359 shares; 2025Q1: 59,037 shares; 2025Q2: 32,117 shares; 2025Q3: 43,754 shares; 2025Q4: 53,658 shares; 2026Q1: 101,343 shares; 2026Q2: 154,233 shares 154,233 $16.6M 0.48% +52,890 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,680 shares; 2024Q4: 419,031 shares; 2025Q1: 437,081 shares; 2025Q2: 510,143 shares; 2025Q3: 512,513 shares; 2025Q4: 518,515 shares; 2026Q1: 582,566 shares; 2026Q2: 572,438 shares 572,438 $15.9M 0.46% -10,128 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,988 shares; 2024Q4: 207,652 shares; 2025Q1: 214,892 shares; 2025Q2: 223,119 shares; 2025Q3: 224,902 shares; 2025Q4: 227,963 shares; 2026Q1: 228,258 shares; 2026Q2: 252,161 shares 252,161 $15.1M 0.44% +23,903 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,785 shares; 2024Q4: 57,734 shares; 2025Q1: 59,684 shares; 2025Q2: 64,065 shares; 2025Q3: 65,245 shares; 2025Q4: 64,782 shares; 2026Q1: 65,748 shares; 2026Q2: 66,394 shares 66,394 $14.5M 0.42% +646 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,699 shares; 2024Q4: 24,808 shares; 2025Q1: 24,687 shares; 2025Q2: 24,587 shares; 2025Q3: 24,835 shares; 2025Q4: 25,933 shares; 2026Q1: 26,957 shares; 2026Q2: 25,978 shares 25,978 $13M 0.38% -979 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,496 shares; 2024Q4: 4,036 shares; 2025Q1: 4,577 shares; 2025Q2: 4,497 shares; 2025Q3: 4,543 shares; 2025Q4: 4,392 shares; 2026Q1: 4,302 shares; 2026Q2: 42,890 shares 42,890 $12.9M 0.38% +38,588 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,155 shares; 2024Q4: 24,130 shares; 2025Q1: 21,966 shares; 2025Q2: 21,487 shares; 2025Q3: 21,817 shares; 2025Q4: 23,634 shares; 2026Q1: 33,414 shares; 2026Q2: 34,033 shares 34,033 $12.9M 0.38% +619 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,098 shares; 2024Q4: 11,789 shares; 2025Q1: 12,710 shares; 2025Q2: 13,274 shares; 2025Q3: 14,882 shares; 2025Q4: 17,302 shares; 2026Q1: 20,286 shares; 2026Q2: 22,042 shares 22,042 $12.4M 0.36% +1,756 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,422 shares; 2024Q4: 9,158 shares; 2025Q1: 10,485 shares; 2025Q2: 10,292 shares; 2025Q3: 10,576 shares; 2025Q4: 10,485 shares; 2026Q1: 11,341 shares; 2026Q2: 11,361 shares 11,361 $12.1M 0.35% +20 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,267 shares; 2024Q4: 115,495 shares; 2025Q1: 142,578 shares; 2025Q2: 153,067 shares; 2025Q3: 173,072 shares; 2025Q4: 176,251 shares; 2026Q1: 171,919 shares; 2026Q2: 170,413 shares 170,413 $11.5M 0.34% -1,506 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,204 shares; 2024Q4: 84,286 shares; 2025Q1: 84,642 shares; 2025Q2: 106,711 shares; 2025Q3: 112,880 shares; 2025Q4: 113,675 shares; 2026Q1: 113,588 shares; 2026Q2: 110,505 shares 110,505 $11.3M 0.33% -3,083 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,243 shares; 2024Q4: 295,872 shares; 2025Q1: 310,982 shares; 2025Q2: 308,752 shares; 2025Q3: 309,220 shares; 2025Q4: 327,153 shares; 2026Q1: 332,302 shares; 2026Q2: 330,775 shares 330,775 $11M 0.32% -1,527 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,399 shares; 2026Q1: 122,652 shares; 2026Q2: 141,305 shares 141,305 $10.7M 0.31% +18,653 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,477 shares; 2024Q4: 65,918 shares; 2025Q1: 71,219 shares; 2025Q2: 70,902 shares; 2025Q3: 71,702 shares; 2025Q4: 74,231 shares; 2026Q1: 72,582 shares; 2026Q2: 98,577 shares 98,577 $10.5M 0.31% +25,995 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,004 shares; 2024Q4: 18,930 shares; 2025Q1: 24,214 shares; 2025Q2: 24,591 shares; 2025Q3: 27,875 shares; 2025Q4: 29,260 shares; 2026Q1: 33,927 shares; 2026Q2: 37,000 shares 37,000 $9.31M 0.27% +3,073 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,747 shares; 2024Q4: 12,369 shares; 2025Q1: 19,436 shares; 2025Q2: 19,442 shares; 2025Q3: 19,968 shares; 2025Q4: 21,163 shares; 2026Q1: 27,183 shares; 2026Q2: 27,780 shares 27,780 $9.09M 0.27% +597 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,502 shares; 2024Q4: 4,559 shares; 2025Q1: 6,949 shares; 2025Q2: 7,484 shares; 2025Q3: 8,120 shares; 2025Q4: 9,573 shares; 2026Q1: 9,743 shares; 2026Q2: 104,229 shares 104,229 $8.61M 0.25% +94,486 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,116 shares; 2024Q4: 51,447 shares; 2025Q1: 64,110 shares; 2025Q2: 64,023 shares; 2025Q3: 67,885 shares; 2025Q4: 72,634 shares; 2026Q1: 77,344 shares; 2026Q2: 73,231 shares 73,231 $8.6M 0.25% -4,113 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,117 shares; 2024Q4: 193,905 shares; 2025Q1: 219,668 shares; 2025Q2: 237,976 shares; 2025Q3: 259,666 shares; 2025Q4: 251,623 shares; 2026Q1: 333,168 shares; 2026Q2: 335,040 shares 335,040 $8.55M 0.25% +1,872 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,032 shares; 2024Q4: 104,476 shares; 2025Q1: 104,289 shares; 2025Q2: 104,889 shares; 2025Q3: 104,513 shares; 2025Q4: 98,084 shares; 2026Q1: 97,794 shares; 2026Q2: 100,369 shares 100,369 $7.97M 0.23% +2,575 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,734 shares; 2025Q3: 31,734 shares; 2025Q4: 33,468 shares; 2026Q1: 33,468 shares; 2026Q2: 33,468 shares 33,468 $7.94M 0.23% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,404 shares; 2024Q4: 6,046 shares; 2025Q1: 8,002 shares; 2025Q2: 9,919 shares; 2025Q3: 9,694 shares; 2025Q4: 9,669 shares; 2026Q1: 10,610 shares; 2026Q2: 10,703 shares 10,703 $7.88M 0.23% +93 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,250 shares; 2024Q4: 16,165 shares; 2025Q1: 16,335 shares; 2025Q2: 15,934 shares; 2025Q3: 17,358 shares; 2025Q4: 19,273 shares; 2026Q1: 21,120 shares; 2026Q2: 21,288 shares 21,288 $7.71M 0.23% +168 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,174 shares; 2024Q4: 4,641 shares; 2025Q1: 5,752 shares; 2025Q2: 5,843 shares; 2025Q3: 5,722 shares; 2025Q4: 5,923 shares; 2026Q1: 7,338 shares; 2026Q2: 7,607 shares 7,607 $7.69M 0.22% +269 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,277 shares; 2024Q4: 9,171 shares; 2025Q1: 13,923 shares; 2025Q2: 13,396 shares; 2025Q3: 14,939 shares; 2025Q4: 6,167 shares; 2026Q1: 5,780 shares; 2026Q2: 10,626 shares 10,626 $7.68M 0.22% +4,846 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,225 shares; 2024Q4: 58,926 shares; 2025Q1: 64,490 shares; 2025Q2: 67,763 shares; 2025Q3: 70,182 shares; 2025Q4: 70,243 shares; 2026Q1: 76,794 shares; 2026Q2: 80,174 shares 80,174 $7.65M 0.22% +3,380 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,165 shares; 2024Q4: 94,290 shares; 2025Q1: 91,820 shares; 2025Q2: 88,754 shares; 2025Q3: 88,712 shares; 2025Q4: 88,653 shares; 2026Q1: 97,668 shares; 2026Q2: 92,604 shares 92,604 $7.63M 0.22% -5,064 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,635 shares; 2024Q4: 25,718 shares; 2025Q1: 29,043 shares; 2025Q2: 24,724 shares; 2025Q3: 24,496 shares; 2025Q4: 23,795 shares; 2026Q1: 23,644 shares; 2026Q2: 25,912 shares 25,912 $7.09M 0.21% +2,268 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,917 shares; 2024Q4: 5,023 shares; 2025Q1: 5,580 shares; 2025Q2: 6,264 shares; 2025Q3: 6,320 shares; 2025Q4: 6,398 shares; 2026Q1: 6,561 shares; 2026Q2: 55,695 shares 55,695 $6.66M 0.19% +49,134 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,438 shares; 2024Q4: 13,557 shares; 2025Q1: 13,617 shares; 2025Q2: 13,841 shares; 2025Q3: 11,838 shares; 2025Q4: 32,517 shares; 2026Q1: 38,373 shares; 2026Q2: 126,633 shares 126,633 $6.41M 0.19% +88,260 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; 2024Q3: 8,722 shares; 2024Q4: 9,446 shares; 2025Q1: 11,998 shares; 2025Q2: 12,233 shares; 2025Q3: 13,359 shares; 2025Q4: not reported; 2026Q1: 16,572 shares; 2026Q2: 18,691 shares 18,691 $6.32M 0.18% +2,119 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,001 shares; 2024Q4: 13,820 shares; 2025Q1: 27,024 shares; 2025Q2: 27,587 shares; 2025Q3: 31,811 shares; 2025Q4: 35,608 shares; 2026Q1: 36,377 shares; 2026Q2: 41,325 shares 41,325 $5.65M 0.16% +4,948 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,583 shares; 2024Q4: 14,466 shares; 2025Q1: 14,862 shares; 2025Q2: 14,976 shares; 2025Q3: 15,269 shares; 2025Q4: 15,477 shares; 2026Q1: 16,230 shares; 2026Q2: 15,924 shares 15,924 $5.63M 0.16% -306 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,178 shares; 2024Q4: 75,527 shares; 2025Q1: 70,884 shares; 2025Q2: 70,729 shares; 2025Q3: 69,961 shares; 2025Q4: 70,262 shares; 2026Q1: 71,515 shares; 2026Q2: 69,768 shares 69,768 $5.34M 0.16% -1,747 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,338 shares; 2024Q4: 6,052 shares; 2025Q1: 10,927 shares; 2025Q2: 11,271 shares; 2025Q3: 12,141 shares; 2025Q4: 12,168 shares; 2026Q1: 12,415 shares; 2026Q2: 12,356 shares 12,356 $5.2M 0.15% -59 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,640 shares; 2024Q4: 12,380 shares; 2025Q1: 17,590 shares; 2025Q2: 17,541 shares; 2025Q3: 12,484 shares; 2025Q4: 13,541 shares; 2026Q1: 18,324 shares; 2026Q2: 19,501 shares 19,501 $4.95M 0.14% +1,177 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,956 shares; 2024Q4: 14,669 shares; 2025Q1: 27,376 shares; 2025Q2: 27,803 shares; 2025Q3: 31,740 shares; 2025Q4: 36,748 shares; 2026Q1: 38,312 shares; 2026Q2: 43,714 shares 43,714 $4.95M 0.14% +5,402 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,918 shares; 2025Q1: 6,127 shares; 2025Q2: 18,099 shares; 2025Q3: 17,980 shares; 2025Q4: 41,413 shares; 2026Q1: 36,458 shares; 2026Q2: 99,319 shares 99,319 $4.94M 0.14% +62,861 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,249 shares; 2024Q4: 46,056 shares; 2025Q1: 50,038 shares; 2025Q2: 49,942 shares; 2025Q3: 50,068 shares; 2025Q4: 50,107 shares; 2026Q1: 54,420 shares; 2026Q2: 50,223 shares 50,223 $4.93M 0.14% -4,197 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356 shares; 2024Q4: 1,527 shares; 2025Q1: 1,490 shares; 2025Q2: 1,526 shares; 2025Q3: 1,528 shares; 2025Q4: 1,654 shares; 2026Q1: 2,215 shares; 2026Q2: 5,175 shares 5,175 $4.84M 0.14% +2,960 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; 2024Q3: 6,643 shares; 2024Q4: 6,937 shares; 2025Q1: 6,991 shares; 2025Q2: 9,717 shares; 2025Q3: 9,356 shares; 2025Q4: 9,501 shares; 2026Q1: 9,744 shares; 2026Q2: 15,440 shares 15,440 $4.68M 0.14% +5,696 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,643 shares; 2024Q4: 19,872 shares; 2025Q1: 19,943 shares; 2025Q2: 20,122 shares; 2025Q3: 20,305 shares; 2025Q4: 19,972 shares; 2026Q1: 19,893 shares; 2026Q2: 19,251 shares 19,251 $4.56M 0.13% -642 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 2,551 shares; 2025Q1: 2,563 shares; 2025Q2: 2,580 shares; 2025Q3: 2,607 shares; 2025Q4: 2,660 shares; 2026Q1: 3,304 shares; 2026Q2: 3,795 shares 3,795 $4.55M 0.13% +491 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,569 shares; 2025Q2: 26,655 shares; 2025Q3: 31,978 shares; 2025Q4: 35,414 shares; 2026Q1: 44,725 shares; 2026Q2: 56,984 shares 56,984 $4.46M 0.13% +12,259 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,849 shares; 2024Q4: 22,448 shares; 2025Q1: 22,507 shares; 2025Q2: 22,595 shares; 2025Q3: 21,839 shares; 2025Q4: 131,795 shares; 2026Q1: 116,225 shares; 2026Q2: 63,378 shares 63,378 $4.43M 0.13% -52,847 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,024 shares; 2026Q2: 21,923 shares 21,923 $4.28M 0.13% +19,899 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,087 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 12,076 shares; 2025Q3: 12,081 shares; 2025Q4: 12,089 shares; 2026Q1: 12,094 shares; 2026Q2: 12,192 shares 12,192 $4.19M 0.12% +98 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,391 shares; 2024Q4: 18,077 shares; 2025Q1: 19,109 shares; 2025Q2: 19,081 shares; 2025Q3: 20,016 shares; 2025Q4: 20,371 shares; 2026Q1: 23,339 shares; 2026Q2: 14,588 shares 14,588 $4.1M 0.12% -8,751 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,865 shares; 2024Q4: 10,868 shares; 2025Q1: 10,353 shares; 2025Q2: 10,264 shares; 2025Q3: 10,100 shares; 2025Q4: 10,050 shares; 2026Q1: 9,549 shares; 2026Q2: 9,511 shares 9,511 $4.06M 0.12% -38 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,129 shares; 2026Q2: 53,135 shares 53,135 $4.02M 0.12% +22,006 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,793 shares; 2024Q4: 13,793 shares; 2025Q1: 13,793 shares; 2025Q2: 13,793 shares; 2025Q3: 12,793 shares; 2025Q4: 12,793 shares; 2026Q1: 12,793 shares; 2026Q2: 11,844 shares 11,844 $4.01M 0.12% -949 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,682 shares; 2024Q4: 29,512 shares; 2025Q1: 29,819 shares; 2025Q2: 29,540 shares; 2025Q3: 15,262 shares; 2025Q4: 15,182 shares; 2026Q1: 15,196 shares; 2026Q2: 24,217 shares 24,217 $3.96M 0.12% +9,021 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; 2024Q3: 3,272 shares; 2024Q4: 3,462 shares; 2025Q1: 4,416 shares; 2025Q2: 4,096 shares; 2025Q3: 4,653 shares; 2025Q4: 5,508 shares; 2026Q1: 6,743 shares; 2026Q2: 8,317 shares 8,317 $3.82M 0.11% +1,574 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,713 shares; 2024Q4: 56,728 shares; 2025Q1: 56,610 shares; 2025Q2: 53,963 shares; 2025Q3: 47,122 shares; 2025Q4: 42,229 shares; 2026Q1: 42,264 shares; 2026Q2: 39,319 shares 39,319 $3.79M 0.11% -2,945 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,114 shares; 2025Q4: 2,115 shares; 2026Q1: 2,360 shares; 2026Q2: 31,176 shares 31,176 $3.79M 0.11% +28,816 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,083 shares; 2024Q4: 24,371 shares; 2025Q1: 23,981 shares; 2025Q2: 25,786 shares; 2025Q3: 27,535 shares; 2025Q4: 27,378 shares; 2026Q1: 26,644 shares; 2026Q2: 25,583 shares 25,583 $3.75M 0.11% -1,061 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,474 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,717 shares; 2025Q4: 22,963 shares; 2026Q1: 23,586 shares; 2026Q2: 26,499 shares 26,499 $3.7M 0.11% +2,913 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,514 shares; 2024Q4: 33,604 shares; 2025Q1: 34,113 shares; 2025Q2: 35,029 shares; 2025Q3: 34,755 shares; 2025Q4: 36,497 shares; 2026Q1: 35,857 shares; 2026Q2: 36,261 shares 36,261 $3.65M 0.11% +404 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,119 shares; 2024Q4: 115,595 shares; 2025Q1: 115,166 shares; 2025Q2: 94,923 shares; 2025Q3: 95,025 shares; 2025Q4: 95,926 shares; 2026Q1: 98,847 shares; 2026Q2: 98,902 shares 98,902 $3.65M 0.11% +55 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,169 shares; 2025Q4: 17,235 shares; 2026Q1: 17,235 shares; 2026Q2: 69,610 shares 69,610 $3.53M 0.1% +52,375 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,616 shares; 2024Q4: 65,773 shares; 2025Q1: 70,350 shares; 2025Q2: 69,684 shares; 2025Q3: 69,379 shares; 2025Q4: 70,016 shares; 2026Q1: 68,010 shares; 2026Q2: 62,703 shares 62,703 $3.45M 0.1% -5,307 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,465 shares; 2024Q4: 32,212 shares; 2025Q1: 53,750 shares; 2025Q2: 46,088 shares; 2025Q3: 49,527 shares; 2025Q4: 49,049 shares; 2026Q1: 62,600 shares; 2026Q2: 63,122 shares 63,122 $3.18M 0.09% +522 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,414 shares; 2024Q4: 97,036 shares; 2025Q1: 96,825 shares; 2025Q2: 101,162 shares; 2025Q3: 101,686 shares; 2025Q4: 105,883 shares; 2026Q1: 103,728 shares; 2026Q2: 107,575 shares 107,575 $3.17M 0.09% +3,847 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,059 shares; 2025Q1: 3,019 shares; 2025Q2: 3,009 shares; 2025Q3: 4,154 shares; 2025Q4: 4,540 shares; 2026Q1: 4,596 shares; 2026Q2: 6,175 shares 6,175 $3.15M 0.09% +1,579 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,992 shares; 2025Q2: 3,524 shares; 2025Q3: 3,574 shares; 2025Q4: 3,705 shares; 2026Q1: 3,705 shares; 2026Q2: 37,551 shares 37,551 $3.11M 0.09% +33,846 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,522 shares; 2024Q4: 5,694 shares; 2025Q1: 5,513 shares; 2025Q2: 5,338 shares; 2025Q3: 6,523 shares; 2025Q4: 14,202 shares; 2026Q1: 17,873 shares; 2026Q2: 16,833 shares 16,833 $3.11M 0.09% -1,040 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,621 shares; 2024Q4: 6,279 shares; 2025Q1: 5,826 shares; 2025Q2: 6,261 shares; 2025Q3: 6,471 shares; 2025Q4: 6,153 shares; 2026Q1: 8,032 shares; 2026Q2: 8,914 shares 8,914 $3.06M 0.09% +882 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,369 shares; 2024Q4: 22,485 shares; 2025Q1: 23,187 shares; 2025Q2: 22,504 shares; 2025Q3: 22,635 shares; 2025Q4: 22,792 shares; 2026Q1: 23,249 shares; 2026Q2: 23,571 shares 23,571 $3.03M 0.09% +322 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,574 shares; 2024Q4: 2,555 shares; 2025Q1: 6,918 shares; 2025Q2: 7,113 shares; 2025Q3: 9,345 shares; 2025Q4: 9,752 shares; 2026Q1: 10,464 shares; 2026Q2: 9,948 shares 9,948 $3.01M 0.09% -516 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 6,334 shares; 2025Q2: 6,334 shares; 2025Q3: 6,334 shares; 2025Q4: 6,423 shares; 2026Q1: 7,265 shares; 2026Q2: 7,265 shares 7,265 $2.98M 0.09% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,851 shares; 2025Q2: 20,150 shares; 2025Q3: 22,378 shares; 2025Q4: 27,015 shares; 2026Q1: 35,507 shares; 2026Q2: 41,051 shares 41,051 $2.96M 0.09% +5,544 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares; 2026Q1: 8,766 shares; 2026Q2: 5,077 shares 5,077 $2.95M 0.09% -3,689 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,214 shares; 2024Q4: 6,229 shares; 2025Q1: 6,598 shares; 2025Q2: 7,175 shares; 2025Q3: 7,028 shares; 2025Q4: 15,087 shares; 2026Q1: 14,273 shares; 2026Q2: 15,287 shares 15,287 $2.91M 0.09% +1,014 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,732 shares; 2024Q4: 98,810 shares; 2025Q1: 98,777 shares; 2025Q2: 96,802 shares; 2025Q3: 99,192 shares; 2025Q4: 111,840 shares; 2026Q1: 106,670 shares; 2026Q2: 95,459 shares 95,459 $2.77M 0.08% -11,211 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,222 shares; 2024Q4: 19,171 shares; 2025Q1: 19,179 shares; 2025Q2: 18,955 shares; 2025Q3: 18,964 shares; 2025Q4: 18,473 shares; 2026Q1: 18,480 shares; 2026Q2: 17,317 shares 17,317 $2.71M 0.08% -1,163 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,417 shares; 2024Q4: 9,398 shares; 2025Q1: 9,885 shares; 2025Q2: 10,103 shares; 2025Q3: 10,151 shares; 2025Q4: 10,338 shares; 2026Q1: 11,605 shares; 2026Q2: 10,962 shares 10,962 $2.7M 0.08% -643 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,230 shares; 2024Q4: 37,497 shares; 2025Q1: 45,607 shares; 2025Q2: 73,512 shares; 2025Q3: 75,559 shares; 2025Q4: 85,904 shares; 2026Q1: 58,027 shares; 2026Q2: 52,906 shares 52,906 $2.68M 0.08% -5,121 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,908 shares; 2024Q4: 20,238 shares; 2025Q1: 19,780 shares; 2025Q2: 19,762 shares; 2025Q3: 19,784 shares; 2025Q4: 19,946 shares; 2026Q1: 20,488 shares; 2026Q2: 19,743 shares 19,743 $2.67M 0.08% -745 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,629 shares; 2024Q4: 16,035 shares; 2025Q1: 16,074 shares; 2025Q2: 16,457 shares; 2025Q3: 16,884 shares; 2025Q4: 17,406 shares; 2026Q1: 17,477 shares; 2026Q2: 17,553 shares 17,553 $2.6M 0.08% +76 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,921 shares; 2024Q4: 60,215 shares; 2025Q1: 59,287 shares; 2025Q2: 68,293 shares; 2025Q3: 65,715 shares; 2025Q4: 64,931 shares; 2026Q1: 64,978 shares; 2026Q2: 64,482 shares 64,482 $2.59M 0.08% -496 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,663 shares; 2024Q4: 4,677 shares; 2025Q1: 4,773 shares; 2025Q2: 4,864 shares; 2025Q3: 4,803 shares; 2025Q4: 5,884 shares; 2026Q1: 5,829 shares; 2026Q2: 5,989 shares 5,989 $2.55M 0.07% +160 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,503 shares; 2024Q4: 37,608 shares; 2025Q1: 96,868 shares; 2025Q2: 97,380 shares; 2025Q3: 106,868 shares; 2025Q4: 127,505 shares; 2026Q1: 129,017 shares; 2026Q2: 109,176 shares 109,176 $2.53M 0.07% -19,841 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,053 shares; 2025Q2: 6,103 shares; 2025Q3: 8,325 shares; 2025Q4: 60,918 shares; 2026Q1: 26,808 shares; 2026Q2: 24,540 shares 24,540 $2.47M 0.07% -2,268 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,338 shares; 2024Q4: 23,717 shares; 2025Q1: 26,016 shares; 2025Q2: 28,164 shares; 2025Q3: 28,612 shares; 2025Q4: 29,437 shares; 2026Q1: 29,939 shares; 2026Q2: 31,796 shares 31,796 $2.45M 0.07% +1,857 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,725 shares; 2024Q4: 4,695 shares; 2025Q1: 4,886 shares; 2025Q2: 4,712 shares; 2025Q3: 5,557 shares; 2025Q4: 5,705 shares; 2026Q1: 6,431 shares; 2026Q2: 6,628 shares 6,628 $2.34M 0.07% +197 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,903 shares; 2024Q4: 2,832 shares; 2025Q1: 3,054 shares; 2025Q2: 2,835 shares; 2025Q3: 3,619 shares; 2025Q4: 4,082 shares; 2026Q1: 4,753 shares; 2026Q2: 18,458 shares 18,458 $2.29M 0.07% +13,705 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,481 shares; 2026Q2: 6,638 shares 6,638 $2.26M 0.07% +1,157 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 3 shares 3 $2.25M 0.07% -5 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,467 shares; 2024Q4: 11,467 shares; 2025Q1: 11,637 shares; 2025Q2: 11,241 shares; 2025Q3: 11,221 shares; 2025Q4: 11,238 shares; 2026Q1: 11,945 shares; 2026Q2: 11,954 shares 11,954 $2.16M 0.06% +9 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,019 shares; 2024Q4: 14,116 shares; 2025Q1: 41,008 shares; 2025Q2: 39,205 shares; 2025Q3: 39,965 shares; 2025Q4: 40,849 shares; 2026Q1: 38,987 shares; 2026Q2: 39,895 shares 39,895 $2.16M 0.06% +908 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,262 shares; 2024Q4: 5,301 shares; 2025Q1: 19,621 shares; 2025Q2: 19,517 shares; 2025Q3: 19,524 shares; 2025Q4: 19,533 shares; 2026Q1: 19,391 shares; 2026Q2: 19,397 shares 19,397 $2.14M 0.06% +6 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,901 shares; 2024Q4: 7,027 shares; 2025Q1: 7,574 shares; 2025Q2: 8,679 shares; 2025Q3: 11,621 shares; 2025Q4: 12,209 shares; 2026Q1: 10,640 shares; 2026Q2: 10,663 shares 10,663 $2.11M 0.06% +23 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,867 shares; 2024Q4: 7,027 shares; 2025Q1: 9,417 shares; 2025Q2: 9,938 shares; 2025Q3: 11,989 shares; 2025Q4: 10,234 shares; 2026Q1: 13,449 shares; 2026Q2: 13,425 shares 13,425 $2.1M 0.06% -24 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,038 shares; 2024Q4: 7,718 shares; 2025Q1: 12,503 shares; 2025Q2: 11,905 shares; 2025Q3: 15,735 shares; 2025Q4: 15,136 shares; 2026Q1: 15,284 shares; 2026Q2: 15,241 shares 15,241 $2.1M 0.06% -43 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,544 shares; 2024Q4: 18,498 shares; 2025Q1: 19,662 shares; 2025Q2: 48,724 shares; 2025Q3: 51,291 shares; 2025Q4: 57,279 shares; 2026Q1: 36,807 shares; 2026Q2: 38,988 shares 38,988 $2.09M 0.06% +2,181 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,977 shares 7,977 $2.08M 0.06% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,422 shares; 2024Q4: 35,546 shares; 2025Q1: 36,822 shares; 2025Q2: 36,989 shares; 2025Q3: 37,069 shares; 2025Q4: 47,293 shares; 2026Q1: 56,161 shares; 2026Q2: 55,958 shares 55,958 $2.06M 0.06% -203 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,733 shares; 2024Q4: 21,918 shares; 2025Q1: 19,253 shares; 2025Q2: 19,235 shares; 2025Q3: 18,991 shares; 2025Q4: 18,991 shares; 2026Q1: 36,230 shares; 2026Q2: 35,794 shares 35,794 $2.04M 0.06% -436 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,942 shares; 2024Q4: 3,443 shares; 2025Q1: 1,657 shares; 2025Q2: 1,531 shares; 2025Q3: 4,074 shares; 2025Q4: 4,993 shares; 2026Q1: 11,041 shares; 2026Q2: 9,867 shares 9,867 $2.02M 0.06% -1,174 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,014 shares; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 1,431 shares; 2025Q3: 2,712 shares; 2025Q4: 3,038 shares; 2026Q1: 3,038 shares; 2026Q2: 3,038 shares 3,038 $1.99M 0.06% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,568 shares; 2024Q4: 7,591 shares; 2025Q1: 7,576 shares; 2025Q2: 7,444 shares; 2025Q3: 7,453 shares; 2025Q4: 7,476 shares; 2026Q1: 8,842 shares; 2026Q2: 8,879 shares 8,879 $1.96M 0.06% +37 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,166 shares; 2024Q4: 14,350 shares; 2025Q1: 14,356 shares; 2025Q2: 14,281 shares; 2025Q3: 14,288 shares; 2025Q4: 14,296 shares; 2026Q1: 14,299 shares; 2026Q2: 13,969 shares 13,969 $1.91M 0.06% -330 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,874 shares; 2026Q2: 17,471 shares 17,471 $1.82M 0.05% +4,597 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,013 shares; 2024Q4: 18,581 shares; 2025Q1: 25,751 shares; 2025Q2: 25,057 shares; 2025Q3: 27,470 shares; 2025Q4: 29,120 shares; 2026Q1: 19,023 shares; 2026Q2: 15,352 shares 15,352 $1.82M 0.05% -3,671 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,224 shares; 2024Q4: 2,224 shares; 2025Q1: 2,379 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,591 shares; 2026Q1: 2,571 shares; 2026Q2: 2,571 shares 2,571 $1.81M 0.05% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,717 shares; 2025Q1: 4,737 shares; 2025Q2: 4,455 shares; 2025Q3: 3,737 shares; 2025Q4: 3,579 shares; 2026Q1: 3,853 shares; 2026Q2: 4,103 shares 4,103 $1.78M 0.05% +250 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,689 shares; 2024Q4: 28,564 shares; 2025Q1: 28,659 shares; 2025Q2: 56,975 shares; 2025Q3: 56,102 shares; 2025Q4: 48,231 shares; 2026Q1: 46,973 shares; 2026Q2: 44,426 shares 44,426 $1.76M 0.05% -2,547 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,396 shares; 2024Q4: 22,319 shares; 2025Q1: 18,873 shares; 2025Q2: 16,920 shares; 2025Q3: 16,920 shares; 2025Q4: 18,771 shares; 2026Q1: 15,922 shares; 2026Q2: 15,922 shares 15,922 $1.74M 0.05% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,428 shares; 2025Q4: 15,644 shares; 2026Q1: 15,768 shares; 2026Q2: 18,505 shares 18,505 $1.73M 0.05% +2,737 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,353 shares; 2025Q2: 4,350 shares; 2025Q3: 4,338 shares; 2025Q4: 1,703 shares; 2026Q1: 1,643 shares; 2026Q2: 1,745 shares 1,745 $1.71M 0.05% +102 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,391 shares; 2024Q4: 15,575 shares; 2025Q1: 15,130 shares; 2025Q2: 15,658 shares; 2025Q3: 16,200 shares; 2025Q4: 16,398 shares; 2026Q1: 16,549 shares; 2026Q2: 16,049 shares 16,049 $1.67M 0.05% -500 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,347 shares; 2025Q2: 6,356 shares; 2025Q3: 6,454 shares; 2025Q4: 6,454 shares; 2026Q1: 6,454 shares; 2026Q2: 6,454 shares 6,454 $1.63M 0.05% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,711 shares; 2024Q4: 9,716 shares; 2025Q1: 9,867 shares; 2025Q2: 9,871 shares; 2025Q3: 9,412 shares; 2025Q4: 9,417 shares; 2026Q1: 9,800 shares; 2026Q2: 12,266 shares 12,266 $1.6M 0.05% +2,466 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,016 shares; 2024Q4: 3,602 shares; 2025Q1: 3,310 shares; 2025Q2: 6,363 shares; 2025Q3: 6,651 shares; 2025Q4: 6,689 shares; 2026Q1: 7,042 shares; 2026Q2: 7,462 shares 7,462 $1.56M 0.05% +420 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,216 shares; 2024Q4: 5,256 shares; 2025Q1: 5,091 shares; 2025Q2: not reported; 2025Q3: 5,091 shares; 2025Q4: 4,926 shares; 2026Q1: 4,926 shares; 2026Q2: 4,926 shares 4,926 $1.55M 0.05% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,638 shares; 2024Q4: 8,638 shares; 2025Q1: 29,913 shares; 2025Q2: 29,690 shares; 2025Q3: 29,690 shares; 2025Q4: 28,434 shares; 2026Q1: 28,278 shares; 2026Q2: 28,883 shares 28,883 $1.54M 0.05% +605 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,799 shares; 2025Q1: 33,213 shares; 2025Q2: 32,741 shares; 2025Q3: 32,958 shares; 2025Q4: 35,486 shares; 2026Q1: 39,188 shares; 2026Q2: 26,396 shares 26,396 $1.54M 0.04% -12,792 Timeline HFFG HF FOODS GROUP INC More: the full row for HF FOODS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110,712 shares; 2024Q4: 1,110,712 shares; 2025Q1: 1,110,712 shares; 2025Q2: 1,063,342 shares; 2025Q3: 1,063,342 shares; 2025Q4: 1,063,342 shares; 2026Q1: 1,063,342 shares; 2026Q2: 1,063,342 shares 1,063,342 $1.5M 0.04% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 1,660 shares; 2025Q4: 1,937 shares; 2026Q1: 2,724 shares; 2026Q2: 3,101 shares 3,101 $1.48M 0.04% +377 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,756 shares; 2024Q4: 2,756 shares; 2025Q1: 2,767 shares; 2025Q2: 2,768 shares; 2025Q3: 2,759 shares; 2025Q4: 2,759 shares; 2026Q1: 3,201 shares; 2026Q2: 2,825 shares 2,825 $1.47M 0.04% -376 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,454 shares; 2024Q4: 18,717 shares; 2025Q1: 18,483 shares; 2025Q2: 18,307 shares; 2025Q3: 18,307 shares; 2025Q4: 20,410 shares; 2026Q1: 20,310 shares; 2026Q2: 20,358 shares 20,358 $1.46M 0.04% +48 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,319 shares; 2024Q4: 13,404 shares; 2025Q1: 13,755 shares; 2025Q2: 12,363 shares; 2025Q3: 12,656 shares; 2025Q4: 12,578 shares; 2026Q1: 10,519 shares; 2026Q2: 9,389 shares 9,389 $1.45M 0.04% -1,130 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,184 shares; 2024Q4: 3,477 shares; 2025Q1: 5,507 shares; 2025Q2: 6,613 shares; 2025Q3: 6,919 shares; 2025Q4: 6,599 shares; 2026Q1: 7,989 shares; 2026Q2: 8,426 shares 8,426 $1.4M 0.04% +437 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,223 shares; 2024Q4: 3,081 shares; 2025Q1: 2,912 shares; 2025Q2: 2,843 shares; 2025Q3: 2,885 shares; 2025Q4: 2,049 shares; 2026Q1: 1,790 shares; 2026Q2: 1,846 shares 1,846 $1.39M 0.04% +56 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,842 shares; 2024Q4: 12,701 shares; 2025Q1: 11,166 shares; 2025Q2: 11,575 shares; 2025Q3: 8,476 shares; 2025Q4: 11,377 shares; 2026Q1: 12,440 shares; 2026Q2: 16,379 shares 16,379 $1.34M 0.04% +3,939 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; 2024Q3: not reported; 2024Q4: 16,762 shares; 2025Q1: 16,777 shares; 2025Q2: 14,122 shares; 2025Q3: 14,138 shares; 2025Q4: 8,732 shares; 2026Q1: 8,747 shares; 2026Q2: 8,763 shares 8,763 $1.33M 0.04% +16 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,878 shares; 2024Q4: 8,878 shares; 2025Q1: 8,887 shares; 2025Q2: 9,047 shares; 2025Q3: 8,629 shares; 2025Q4: 8,618 shares; 2026Q1: 8,654 shares; 2026Q2: 8,681 shares 8,681 $1.33M 0.04% +27 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,914 shares; 2024Q4: 2,922 shares; 2025Q1: 2,966 shares; 2025Q2: 3,307 shares; 2025Q3: 3,700 shares; 2025Q4: 3,704 shares; 2026Q1: 5,039 shares; 2026Q2: 4,871 shares 4,871 $1.32M 0.04% -168 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 1,990 shares; 2025Q1: 2,813 shares; 2025Q2: 2,776 shares; 2025Q3: 4,079 shares; 2025Q4: 4,243 shares; 2026Q1: 5,161 shares; 2026Q2: 5,366 shares 5,366 $1.3M 0.04% +205 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 625 shares; 2025Q1: 611 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,109 shares; 2026Q2: 3,128 shares 3,128 $1.3M 0.04% +19 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,252 shares; 2024Q4: 12,252 shares; 2025Q1: 12,252 shares; 2025Q2: 12,252 shares; 2025Q3: 12,016 shares; 2025Q4: 11,431 shares; 2026Q1: 11,431 shares; 2026Q2: 10,425 shares 10,425 $1.29M 0.04% -1,006 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,813 shares; 2024Q4: 12,656 shares; 2025Q1: 12,663 shares; 2025Q2: 13,034 shares; 2025Q3: 12,688 shares; 2025Q4: 12,701 shares; 2026Q1: 19,373 shares; 2026Q2: 15,383 shares 15,383 $1.29M 0.04% -3,990 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; 2024Q3: 23,189 shares; 2024Q4: 23,189 shares; 2025Q1: 39,424 shares; 2025Q2: 38,925 shares; 2025Q3: 42,465 shares; 2025Q4: 45,557 shares; 2026Q1: 44,383 shares; 2026Q2: 42,863 shares 42,863 $1.29M 0.04% -1,520 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,463 shares; 2026Q1: 13,541 shares; 2026Q2: 13,571 shares 13,571 $1.28M 0.04% +30 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,685 shares 5,685 $1.27M 0.04% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,685 shares 5,685 $1.26M 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 945 shares; 2025Q1: 968 shares; 2025Q2: 1,052 shares; 2025Q3: 1,172 shares; 2025Q4: 1,197 shares; 2026Q1: 1,257 shares; 2026Q2: 1,298 shares 1,298 $1.25M 0.04% +41 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,413 shares; 2024Q4: 5,595 shares; 2025Q1: 5,567 shares; 2025Q2: 5,363 shares; 2025Q3: 5,953 shares; 2025Q4: 5,249 shares; 2026Q1: 5,254 shares; 2026Q2: 5,264 shares 5,264 $1.2M 0.03% +10 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: 2,072 shares; 2025Q1: 2,126 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 2,379 shares; 2026Q1: 6,713 shares; 2026Q2: 5,555 shares 5,555 $1.18M 0.03% -1,158 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,396 shares; 2024Q4: 9,567 shares; 2025Q1: 12,090 shares; 2025Q2: 12,102 shares; 2025Q3: 12,567 shares; 2025Q4: 12,854 shares; 2026Q1: 11,818 shares; 2026Q2: 10,028 shares 10,028 $1.18M 0.03% -1,790 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,617 shares; 2024Q4: 12,553 shares; 2025Q1: 15,332 shares; 2025Q2: 15,740 shares; 2025Q3: 15,955 shares; 2025Q4: 16,213 shares; 2026Q1: 14,835 shares; 2026Q2: 12,740 shares 12,740 $1.17M 0.03% -2,095 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355 shares; 2024Q4: 789 shares; 2025Q1: 974 shares; 2025Q2: 871 shares; 2025Q3: 960 shares; 2025Q4: 8,025 shares; 2026Q1: 16,294 shares; 2026Q2: 16,331 shares 16,331 $1.17M 0.03% +37 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,366 shares; 2024Q4: 2,389 shares; 2025Q1: 2,411 shares; 2025Q2: 2,600 shares; 2025Q3: 4,611 shares; 2025Q4: 5,182 shares; 2026Q1: 5,467 shares; 2026Q2: 6,099 shares 6,099 $1.16M 0.03% +632 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,990 shares; 2024Q4: 3,167 shares; 2025Q1: 3,754 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares; 2026Q1: 3,203 shares; 2026Q2: 3,203 shares 3,203 $1.15M 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,185 shares; 2024Q4: 5,284 shares; 2025Q1: 5,188 shares; 2025Q2: 5,117 shares; 2025Q3: 5,117 shares; 2025Q4: 5,081 shares; 2026Q1: 5,081 shares; 2026Q2: 5,087 shares 5,087 $1.13M 0.03% +6 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,579 shares; 2025Q4: 27,579 shares; 2026Q1: 27,579 shares; 2026Q2: 27,579 shares 27,579 $1.1M 0.03% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,562 shares; 2024Q4: 4,413 shares; 2025Q1: 4,383 shares; 2025Q2: 12,722 shares; 2025Q3: 12,342 shares; 2025Q4: 12,342 shares; 2026Q1: 12,315 shares; 2026Q2: 12,432 shares 12,432 $1.09M 0.03% +117 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,310 shares; 2024Q4: 6,525 shares; 2025Q1: 6,570 shares; 2025Q2: 6,019 shares; 2025Q3: 5,723 shares; 2025Q4: 5,776 shares; 2026Q1: 6,959 shares; 2026Q2: 7,434 shares 7,434 $1.09M 0.03% +475 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,448 shares; 2024Q4: 163,564 shares; 2025Q1: 167,146 shares; 2025Q2: 167,248 shares; 2025Q3: 167,204 shares; 2025Q4: 78,803 shares; 2026Q1: 78,142 shares; 2026Q2: 76,407 shares 76,407 $1.06M 0.03% -1,735 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74,728 shares; 2025Q1: 72,301 shares; 2025Q2: 55,553 shares; 2025Q3: 55,763 shares; 2025Q4: 32,194 shares; 2026Q1: 33,189 shares; 2026Q2: 33,377 shares 33,377 $1.06M 0.03% +188 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: 1,730 shares; 2025Q1: 2,024 shares; 2025Q2: 2,029 shares; 2025Q3: 2,179 shares; 2025Q4: 1,939 shares; 2026Q1: 2,008 shares; 2026Q2: 2,059 shares 2,059 $1.06M 0.03% +51 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,889 shares; 2026Q2: 7,941 shares 7,941 $1.03M 0.03% +52 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,766 shares; 2025Q1: 1,748 shares; 2025Q2: 1,748 shares; 2025Q3: 1,748 shares; 2025Q4: 2,471 shares; 2026Q1: 2,724 shares; 2026Q2: 2,722 shares 2,722 $1.02M 0.03% -2 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,654 shares; 2026Q1: 6,329 shares; 2026Q2: 6,054 shares 6,054 $1.01M 0.03% -275 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,089 shares; 2024Q4: 20,994 shares; 2025Q1: 23,401 shares; 2025Q2: 21,809 shares; 2025Q3: 21,817 shares; 2025Q4: 22,176 shares; 2026Q1: 25,453 shares; 2026Q2: 27,814 shares 27,814 $1M 0.03% +2,361 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,303 shares; 2024Q4: 2,303 shares; 2025Q1: 2,303 shares; 2025Q2: 2,303 shares; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares; 2026Q1: 2,161 shares; 2026Q2: 1,911 shares 1,911 $998K 0.03% -250 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,073 shares; 2024Q4: 2,073 shares; 2025Q1: 2,218 shares; 2025Q2: 2,356 shares; 2025Q3: 2,219 shares; 2025Q4: 3,967 shares; 2026Q1: 6,022 shares; 2026Q2: 6,575 shares 6,575 $996K 0.03% +553 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,010 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 1,858 shares; 2025Q3: 1,863 shares; 2025Q4: 1,864 shares; 2026Q1: 2,203 shares; 2026Q2: 3,288 shares 3,288 $983K 0.03% +1,085 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,822 shares; 2025Q4: 4,158 shares; 2026Q1: 9,305 shares; 2026Q2: 8,290 shares 8,290 $967K 0.03% -1,015 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,365 shares 9,365 $949K 0.03% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,145 shares; 2025Q2: not reported; 2025Q3: 5,145 shares; 2025Q4: 5,145 shares; 2026Q1: 5,145 shares; 2026Q2: 5,145 shares 5,145 $932K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,145 shares; 2024Q4: 16,032 shares; 2025Q1: 16,003 shares; 2025Q2: 15,841 shares; 2025Q3: 15,841 shares; 2025Q4: 15,766 shares; 2026Q1: 16,181 shares; 2026Q2: 16,108 shares 16,108 $932K 0.03% -73 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,701 shares; 2024Q4: 40,055 shares; 2025Q1: 39,786 shares; 2025Q2: 39,829 shares; 2025Q3: 39,872 shares; 2025Q4: 41,122 shares; 2026Q1: 29,670 shares; 2026Q2: 27,807 shares 27,807 $930K 0.03% -1,863 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,732 shares; 2025Q2: 2,735 shares; 2025Q3: 2,683 shares; 2025Q4: 2,555 shares; 2026Q1: 2,777 shares; 2026Q2: 3,086 shares 3,086 $920K 0.03% +309 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,897 shares; 2024Q4: 10,591 shares; 2025Q1: 10,313 shares; 2025Q2: 10,683 shares; 2025Q3: 11,510 shares; 2025Q4: 11,190 shares; 2026Q1: 11,096 shares; 2026Q2: 11,300 shares 11,300 $918K 0.03% +204 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: 391 shares; 2025Q1: 459 shares; 2025Q2: 434 shares; 2025Q3: 443 shares; 2025Q4: 510 shares; 2026Q1: 660 shares; 2026Q2: 5,144 shares 5,144 $917K 0.03% +4,484 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,703 shares; 2024Q4: 5,446 shares; 2025Q1: 2,954 shares; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 2,492 shares; 2026Q1: 10,739 shares; 2026Q2: 10,741 shares 10,741 $888K 0.03% +2 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $881K 0.03% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,047 shares; 2025Q1: 16,047 shares; 2025Q2: 17,104 shares; 2025Q3: 17,118 shares; 2025Q4: 17,133 shares; 2026Q1: 17,145 shares; 2026Q2: 25,860 shares 25,860 $875K 0.03% +8,715 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 433 shares; 2025Q3: 483 shares; 2025Q4: 506 shares; 2026Q1: 502 shares; 2026Q2: 738 shares 738 $867K 0.03% +236 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,125 shares; 2025Q2: 11,792 shares; 2025Q3: 12,841 shares; 2025Q4: 11,872 shares; 2026Q1: 15,983 shares; 2026Q2: 16,385 shares 16,385 $848K 0.02% +402 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $845K 0.02% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,237 shares; 2024Q4: 6,265 shares; 2025Q1: 6,289 shares; 2025Q2: 16,508 shares; 2025Q3: 12,457 shares; 2025Q4: 12,484 shares; 2026Q1: 12,011 shares; 2026Q2: 10,779 shares 10,779 $817K 0.02% -1,232 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,268 shares; 2024Q4: 15,282 shares; 2025Q1: 14,368 shares; 2025Q2: 14,839 shares; 2025Q3: 14,024 shares; 2025Q4: 14,167 shares; 2026Q1: 14,167 shares; 2026Q2: 29,678 shares 29,678 $786K 0.02% +15,511 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,432 shares; 2024Q4: 31,278 shares; 2025Q1: 30,779 shares; 2025Q2: 29,657 shares; 2025Q3: 29,075 shares; 2025Q4: 29,074 shares; 2026Q1: 21,433 shares; 2026Q2: 18,485 shares 18,485 $775K 0.02% -2,948 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,071 shares; 2024Q4: 2,620 shares; 2025Q1: 2,194 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 704 shares; 2026Q1: 704 shares; 2026Q2: 1,201 shares 1,201 $770K 0.02% +497 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,241 shares; 2026Q1: 7,249 shares; 2026Q2: 7,249 shares 7,249 $748K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,860 shares; 2024Q4: 9,870 shares; 2025Q1: 9,863 shares; 2025Q2: 9,863 shares; 2025Q3: 10,102 shares; 2025Q4: 10,103 shares; 2026Q1: 10,088 shares; 2026Q2: 8,774 shares 8,774 $743K 0.02% -1,314 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,715 shares; 2024Q4: 10,715 shares; 2025Q1: 10,715 shares; 2025Q2: 10,709 shares; 2025Q3: 3,744 shares; 2025Q4: 5,961 shares; 2026Q1: 13,969 shares; 2026Q2: 12,369 shares 12,369 $730K 0.02% -1,600 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 967 shares; 2024Q4: 975 shares; 2025Q1: 992 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 1,022 shares 1,022 $729K 0.02% +102 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,971 shares; 2024Q4: 7,253 shares; 2025Q1: 8,931 shares; 2025Q2: 7,673 shares; 2025Q3: 7,166 shares; 2025Q4: 7,048 shares; 2026Q1: 6,565 shares; 2026Q2: 6,371 shares 6,371 $727K 0.02% -194 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,315 shares; 2025Q2: 7,319 shares; 2025Q3: 6,571 shares; 2025Q4: 10,503 shares; 2026Q1: 9,452 shares; 2026Q2: 9,299 shares 9,299 $724K 0.02% -153 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,915 shares; 2024Q4: 1,939 shares; 2025Q1: 2,103 shares; 2025Q2: 2,230 shares; 2025Q3: 2,231 shares; 2025Q4: 2,977 shares; 2026Q1: 3,299 shares; 2026Q2: 3,300 shares 3,300 $724K 0.02% +1 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,000 shares; 2026Q2: 39,000 shares 39,000 $719K 0.02% 0 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,900 shares; 2026Q2: 14,900 shares 14,900 $718K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,539 shares; 2024Q4: 1,273 shares; 2025Q1: 1,205 shares; 2025Q2: 1,516 shares; 2025Q3: 1,482 shares; 2025Q4: 1,785 shares; 2026Q1: 3,291 shares; 2026Q2: 3,260 shares 3,260 $706K 0.02% -31 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,703 shares; 2024Q4: 8,706 shares; 2025Q1: 8,708 shares; 2025Q2: 8,710 shares; 2025Q3: 8,713 shares; 2025Q4: 10,240 shares; 2026Q1: 9,593 shares; 2026Q2: 9,595 shares 9,595 $704K 0.02% +2 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,680 shares; 2024Q4: 10,680 shares; 2025Q1: 10,680 shares; 2025Q2: not reported; 2025Q3: 10,890 shares; 2025Q4: 10,890 shares; 2026Q1: 10,890 shares; 2026Q2: 10,890 shares 10,890 $702K 0.02% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,410 shares; 2026Q1: 2,410 shares; 2026Q2: 5,429 shares 5,429 $700K 0.02% +3,019 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,347 shares; 2024Q4: 5,348 shares; 2025Q1: 5,350 shares; 2025Q2: 5,351 shares; 2025Q3: 5,351 shares; 2025Q4: 5,352 shares; 2026Q1: 8,134 shares; 2026Q2: 8,155 shares 8,155 $690K 0.02% +21 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,124 shares; 2025Q3: 3,000 shares; 2025Q4: 3,050 shares; 2026Q1: 3,247 shares; 2026Q2: 3,300 shares 3,300 $662K 0.02% +53 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,720 shares; 2026Q2: 2,720 shares 2,720 $655K 0.02% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,518 shares; 2024Q4: 16,640 shares; 2025Q1: 16,716 shares; 2025Q2: 17,766 shares; 2025Q3: 17,839 shares; 2025Q4: 17,919 shares; 2026Q1: 18,767 shares; 2026Q2: 18,827 shares 18,827 $655K 0.02% +60 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,150 shares; 2025Q4: 7,096 shares; 2026Q1: 13,308 shares; 2026Q2: 13,529 shares 13,529 $655K 0.02% +221 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,528 shares; 2025Q2: 3,896 shares; 2025Q3: 3,898 shares; 2025Q4: 3,900 shares; 2026Q1: 3,901 shares; 2026Q2: 3,902 shares 3,902 $642K 0.02% +1 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,750 shares 3,750 $641K 0.02% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,800 shares; 2026Q1: 52,050 shares; 2026Q2: 53,484 shares 53,484 $636K 0.02% +1,434 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,376 shares; 2024Q4: 17,239 shares; 2025Q1: 17,162 shares; 2025Q2: not reported; 2025Q3: 16,886 shares; 2025Q4: 15,756 shares; 2026Q1: 11,343 shares; 2026Q2: 8,758 shares 8,758 $629K 0.02% -2,585 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,847 shares; 2026Q2: 60,271 shares 60,271 $626K 0.02% +25,424 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686 shares; 2024Q4: 802 shares; 2025Q1: 756 shares; 2025Q2: 721 shares; 2025Q3: 724 shares; 2025Q4: 862 shares; 2026Q1: 1,133 shares; 2026Q2: 363 shares 363 $616K 0.02% -770 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 421 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 805 shares 805 $614K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,257 shares; 2024Q4: 5,294 shares; 2025Q1: 5,238 shares; 2025Q2: 5,238 shares; 2025Q3: 5,587 shares; 2025Q4: 5,624 shares; 2026Q1: 5,632 shares; 2026Q2: 5,640 shares 5,640 $609K 0.02% +8 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,263 shares; 2024Q4: 2,284 shares; 2025Q1: 2,243 shares; 2025Q2: 2,244 shares; 2025Q3: 2,244 shares; 2025Q4: 2,245 shares; 2026Q1: 2,263 shares; 2026Q2: 2,230 shares 2,230 $603K 0.02% -33 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,498 shares; 2024Q4: 4,674 shares; 2025Q1: 5,933 shares; 2025Q2: 5,997 shares; 2025Q3: 5,934 shares; 2025Q4: 5,935 shares; 2026Q1: 6,679 shares; 2026Q2: 6,598 shares 6,598 $599K 0.02% -81 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $595K 0.02% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,820 shares; 2025Q3: 6,380 shares; 2025Q4: 6,512 shares; 2026Q1: 6,512 shares; 2026Q2: 6,512 shares 6,512 $594K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,345 shares; 2025Q2: 2,352 shares; 2025Q3: 2,345 shares; 2025Q4: 2,345 shares; 2026Q1: 2,487 shares; 2026Q2: 2,487 shares 2,487 $592K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,347 shares; 2025Q4: 5,729 shares; 2026Q1: 5,783 shares; 2026Q2: 6,007 shares 6,007 $580K 0.02% +224 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,324 shares; 2024Q4: 10,154 shares; 2025Q1: 1,721 shares; 2025Q2: 1,478 shares; 2025Q3: 1,309 shares; 2025Q4: 1,310 shares; 2026Q1: 2,228 shares; 2026Q2: 2,237 shares 2,237 $572K 0.02% +9 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,035 shares; 2025Q1: 15,695 shares; 2025Q2: 15,258 shares; 2025Q3: 13,455 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,123 shares 6,123 $561K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,247 shares; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,247 shares; 2025Q4: 3,247 shares; 2026Q1: 3,247 shares; 2026Q2: 3,284 shares 3,284 $557K 0.02% +37 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,114 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares; 2026Q1: 2,114 shares; 2026Q2: 4,219 shares 4,219 $555K 0.02% +2,105 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,646 shares; 2024Q4: 1,660 shares; 2025Q1: 1,696 shares; 2025Q2: 1,681 shares; 2025Q3: 1,685 shares; 2025Q4: 1,673 shares; 2026Q1: 1,659 shares; 2026Q2: 1,575 shares 1,575 $542K 0.02% -84 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,573 shares; 2026Q2: 1,586 shares 1,586 $540K 0.02% +13 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,406 shares; 2024Q4: 8,406 shares; 2025Q1: 8,406 shares; 2025Q2: 3,015 shares; 2025Q3: 4,082 shares; 2025Q4: 4,082 shares; 2026Q1: 4,082 shares; 2026Q2: 4,082 shares 4,082 $540K 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; 2024Q3: 9,286 shares; 2024Q4: 9,379 shares; 2025Q1: 9,379 shares; 2025Q2: 8,482 shares; 2025Q3: 7,485 shares; 2025Q4: 7,582 shares; 2026Q1: 14,142 shares; 2026Q2: 14,848 shares 14,848 $538K 0.02% +706 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,798 shares; 2024Q4: 13,833 shares; 2025Q1: 20,332 shares; 2025Q2: 26,608 shares; 2025Q3: 23,831 shares; 2025Q4: 23,818 shares; 2026Q1: 21,852 shares; 2026Q2: 12,734 shares 12,734 $536K 0.02% -9,118 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,328 shares; 2026Q2: 2,332 shares 2,332 $535K 0.02% +4 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 398 shares; 2026Q2: 398 shares 398 $530K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 266 shares 266 $529K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,826 shares; 2024Q4: 1,895 shares; 2025Q1: not reported; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,750 shares; 2026Q1: 2,007 shares; 2026Q2: 2,011 shares 2,011 $524K 0.02% +4 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,744 shares; 2024Q4: 4,744 shares; 2025Q1: 4,744 shares; 2025Q2: 5,487 shares; 2025Q3: 5,489 shares; 2025Q4: 5,491 shares; 2026Q1: 6,964 shares; 2026Q2: 6,966 shares 6,966 $508K 0.01% +2 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,334 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 710 shares; 2026Q1: 695 shares; 2026Q2: 794 shares 794 $503K 0.01% +99 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,139 shares; 2026Q2: 5,226 shares 5,226 $497K 0.01% +87 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,269 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,294 shares 1,294 $486K 0.01% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,210 shares; 2025Q1: not reported; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 5,357 shares; 2026Q2: 4,799 shares 4,799 $485K 0.01% -558 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,816 shares; 2025Q4: 2,892 shares; 2026Q1: 3,304 shares; 2026Q2: 3,303 shares 3,303 $473K 0.01% -1 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,010 shares; 2025Q1: 2,207 shares; 2025Q2: 2,225 shares; 2025Q3: 2,206 shares; 2025Q4: 2,209 shares; 2026Q1: 4,764 shares; 2026Q2: 4,788 shares 4,788 $461K 0.01% +24 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,840 shares; 2026Q2: 1,924 shares 1,924 $460K 0.01% +84 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; 2024Q3: 2,472 shares; 2024Q4: 2,406 shares; 2025Q1: 3,909 shares; 2025Q2: 1,944 shares; 2025Q3: not reported; 2025Q4: 1,664 shares; 2026Q1: 3,598 shares; 2026Q2: 3,636 shares 3,636 $459K 0.01% +38 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,472 shares; 2024Q4: 4,961 shares; 2025Q1: 4,967 shares; 2025Q2: not reported; 2025Q3: 3,996 shares; 2025Q4: 3,996 shares; 2026Q1: 3,931 shares; 2026Q2: 3,928 shares 3,928 $459K 0.01% -3 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,121 shares; 2026Q1: 4,121 shares; 2026Q2: 4,121 shares 4,121 $454K 0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $452K 0.01% 0 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,452 shares; 2025Q4: 5,452 shares; 2026Q1: 5,452 shares; 2026Q2: 5,452 shares 5,452 $447K 0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,763 shares; 2026Q2: 8,775 shares 8,775 $444K 0.01% +12 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,507 shares; 2024Q4: 2,507 shares; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: 2,507 shares; 2025Q4: 2,507 shares; 2026Q1: 2,507 shares; 2026Q2: 2,507 shares 2,507 $440K 0.01% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,654 shares; 2025Q3: 5,654 shares; 2025Q4: 5,654 shares; 2026Q1: 5,654 shares; 2026Q2: 5,654 shares 5,654 $438K 0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,648 shares; 2025Q4: 4,648 shares; 2026Q1: 9,106 shares; 2026Q2: 9,079 shares 9,079 $437K 0.01% -27 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,156 shares; 2024Q4: 8,525 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,010 shares 1,010 $436K 0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,331 shares; 2026Q1: 6,331 shares; 2026Q2: 6,335 shares 6,335 $433K 0.01% +4 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,270 shares; 2026Q2: 2,270 shares 2,270 $430K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 1,781 shares; 2025Q2: 1,916 shares; 2025Q3: 1,937 shares; 2025Q4: 1,954 shares; 2026Q1: 1,833 shares; 2026Q2: 1,611 shares 1,611 $421K 0.01% -222 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,688 shares; 2024Q4: 2,690 shares; 2025Q1: 2,692 shares; 2025Q2: 2,694 shares; 2025Q3: 2,696 shares; 2025Q4: 2,825 shares; 2026Q1: 2,827 shares; 2026Q2: 2,828 shares 2,828 $418K 0.01% +1 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,635 shares; 2026Q2: 7,401 shares 7,401 $417K 0.01% -2,234 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,055 shares 1,055 $416K 0.01% +55 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,100 shares; 2024Q4: 15,200 shares; 2025Q1: 17,200 shares; 2025Q2: 17,300 shares; 2025Q3: 16,700 shares; 2025Q4: 10,000 shares; 2026Q1: 12,200 shares; 2026Q2: 12,000 shares 12,000 $407K 0.01% -200 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares; 2026Q1: 2,441 shares; 2026Q2: 2,479 shares 2,479 $405K 0.01% +38 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,548 shares; 2024Q4: 4,576 shares; 2025Q1: 4,537 shares; 2025Q2: 4,595 shares; 2025Q3: 4,595 shares; 2025Q4: 4,595 shares; 2026Q1: 4,870 shares; 2026Q2: 4,870 shares 4,870 $403K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,076 shares 5,076 $400K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,576 shares; 2024Q4: 21,881 shares; 2025Q1: 23,863 shares; 2025Q2: 23,700 shares; 2025Q3: 23,656 shares; 2025Q4: 23,887 shares; 2026Q1: 22,750 shares; 2026Q2: 25,004 shares 25,004 $397K 0.01% +2,254 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; 2024Q3: not reported; 2024Q4: 699 shares; 2025Q1: 842 shares; 2025Q2: 843 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,812 shares; 2026Q2: 1,765 shares 1,765 $395K 0.01% -47 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,352 shares; 2025Q3: 4,774 shares; 2025Q4: 4,774 shares; 2026Q1: 4,774 shares; 2026Q2: 4,774 shares 4,774 $393K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,279 shares 2,279 $387K 0.01% new 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; 2024Q3: 3,792 shares; 2024Q4: 3,967 shares; 2025Q1: 4,072 shares; 2025Q2: 4,089 shares; 2025Q3: 4,076 shares; 2025Q4: 3,642 shares; 2026Q1: 3,642 shares; 2026Q2: 3,517 shares 3,517 $386K 0.01% -125 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,480 shares 4,480 $384K 0.01% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,580 shares; 2026Q2: 6,580 shares 6,580 $379K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,436 shares; 2026Q1: 2,598 shares; 2026Q2: 2,594 shares 2,594 $375K 0.01% -4 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,937 shares; 2025Q3: 8,948 shares; 2025Q4: 14,721 shares; 2026Q1: 8,968 shares; 2026Q2: 8,978 shares 8,978 $375K 0.01% +10 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $372K 0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,939 shares; 2024Q4: 2,989 shares; 2025Q1: 3,005 shares; 2025Q2: 4,406 shares; 2025Q3: 4,015 shares; 2025Q4: 4,074 shares; 2026Q1: 3,929 shares; 2026Q2: 3,194 shares 3,194 $369K 0.01% -735 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,357 shares; 2026Q1: 1,105 shares; 2026Q2: 1,077 shares 1,077 $369K 0.01% -28 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,261 shares; 2025Q4: 2,271 shares; 2026Q1: 2,281 shares; 2026Q2: 2,392 shares 2,392 $364K 0.01% +111 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 548 shares; 2026Q2: 734 shares 734 $361K 0.01% +186 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,705 shares; 2025Q1: 1,402 shares; 2025Q2: 1,610 shares; 2025Q3: 1,503 shares; 2025Q4: 1,481 shares; 2026Q1: 1,440 shares; 2026Q2: 1,614 shares 1,614 $360K 0.01% +174 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,467 shares; 2024Q4: 1,083 shares; 2025Q1: 1,120 shares; 2025Q2: 1,111 shares; 2025Q3: 1,110 shares; 2025Q4: 1,111 shares; 2026Q1: 1,111 shares; 2026Q2: 1,172 shares 1,172 $359K 0.01% +61 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,880 shares; 2026Q2: 1,880 shares 1,880 $359K 0.01% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,591 shares 9,591 $357K 0.01% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,231 shares; 2025Q4: 4,231 shares; 2026Q1: 7,523 shares; 2026Q2: 7,523 shares 7,523 $357K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,224 shares; 2024Q4: 1,234 shares; 2025Q1: 1,224 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,220 shares; 2026Q1: 977 shares; 2026Q2: 966 shares 966 $356K 0.01% -11 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,064 shares; 2025Q4: 3,064 shares; 2026Q1: 3,215 shares; 2026Q2: 3,165 shares 3,165 $355K 0.01% -50 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,628 shares; 2024Q4: 28,733 shares; 2025Q1: 26,858 shares; 2025Q2: 22,040 shares; 2025Q3: 17,226 shares; 2025Q4: 17,158 shares; 2026Q1: 16,683 shares; 2026Q2: 14,553 shares 14,553 $350K 0.01% -2,130 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,640 shares; 2024Q4: 40,211 shares; 2025Q1: 8,927 shares; 2025Q2: 8,515 shares; 2025Q3: 7,273 shares; 2025Q4: 7,273 shares; 2026Q1: 7,061 shares; 2026Q2: 7,061 shares 7,061 $350K 0.01% 0 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,157 shares; 2024Q4: 8,311 shares; 2025Q1: 12,433 shares; 2025Q2: 12,680 shares; 2025Q3: 12,933 shares; 2025Q4: 13,185 shares; 2026Q1: 13,437 shares; 2026Q2: 13,697 shares 13,697 $336K 0.01% +260 FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,189 shares; 2025Q4: 10,797 shares; 2026Q1: 10,797 shares; 2026Q2: 10,797 shares 10,797 $336K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,484 shares; 2026Q2: 4,500 shares 4,500 $335K 0.01% +16 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 230 shares; 2025Q2: 3,390 shares; 2025Q3: 3,375 shares; 2025Q4: 3,547 shares; 2026Q1: 3,587 shares; 2026Q2: 3,597 shares 3,597 $331K 0.01% +10 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,143 shares; 2024Q4: 9,143 shares; 2025Q1: 9,143 shares; 2025Q2: 9,143 shares; 2025Q3: 8,396 shares; 2025Q4: 7,233 shares; 2026Q1: 7,233 shares; 2026Q2: 7,233 shares 7,233 $331K 0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,380 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares; 2026Q2: 2,280 shares 2,280 $329K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,436 shares; 2026Q2: 2,381 shares 2,381 $326K 0.01% -55 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,733 shares; 2024Q4: not reported; 2025Q1: 1,278 shares; 2025Q2: 1,285 shares; 2025Q3: 1,278 shares; 2025Q4: 1,309 shares; 2026Q1: 1,309 shares; 2026Q2: 1,519 shares 1,519 $322K 0.01% +210 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,075 shares; 2024Q4: 3,476 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 3,193 shares; 2025Q4: 3,193 shares; 2026Q1: 3,150 shares; 2026Q2: 3,350 shares 3,350 $321K 0.01% +200 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,227 shares; 2024Q4: 4,227 shares; 2025Q1: 6,905 shares; 2025Q2: 4,227 shares; 2025Q3: 4,227 shares; 2025Q4: 4,227 shares; 2026Q1: 4,227 shares; 2026Q2: 4,227 shares 4,227 $317K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,719 shares; 2024Q4: 1,712 shares; 2025Q1: 1,774 shares; 2025Q2: 1,752 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,689 shares; 2026Q2: 1,655 shares 1,655 $315K 0.01% -34 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 779 shares; 2026Q2: 792 shares 792 $315K 0.01% +13 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,093 shares; 2026Q2: 1,093 shares 1,093 $314K 0.01% 0 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,789 shares; 2024Q4: 2,808 shares; 2025Q1: 2,826 shares; 2025Q2: 2,846 shares; 2025Q3: 2,864 shares; 2025Q4: 2,669 shares; 2026Q1: 2,669 shares; 2026Q2: 2,365 shares 2,365 $314K 0.01% -304 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,320 shares 11,320 $313K 0.01% new Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,435 shares; 2024Q4: 11,436 shares; 2025Q1: 11,342 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,334 shares; 2026Q2: 2,334 shares 2,334 $310K 0.01% 0 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,345 shares; 2026Q2: 3,616 shares 3,616 $309K 0.01% -8,729 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200 $307K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,852 shares; 2026Q1: not reported; 2026Q2: 2,172 shares 2,172 $304K 0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,961 shares; 2025Q1: 5,049 shares; 2025Q2: 3,531 shares; 2025Q3: 3,034 shares; 2025Q4: 4,497 shares; 2026Q1: 2,776 shares; 2026Q2: 2,705 shares 2,705 $301K 0.01% -71 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290 shares; 2024Q4: 1,493 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,325 shares; 2026Q1: 1,329 shares; 2026Q2: 1,330 shares 1,330 $298K 0.01% +1 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,270 shares 1,270 $296K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 1,126 shares; 2025Q1: 974 shares; 2025Q2: 941 shares; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 934 shares; 2026Q2: 934 shares 934 $294K 0.01% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,755 shares; 2026Q1: 5,755 shares; 2026Q2: 5,755 shares 5,755 $292K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 859 shares 859 $288K 0.01% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,699 shares; 2025Q1: 3,699 shares; 2025Q2: 3,366 shares; 2025Q3: 3,366 shares; 2025Q4: 3,366 shares; 2026Q1: 2,953 shares; 2026Q2: 2,957 shares 2,957 $285K 0.01% +4 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,441 shares; 2025Q1: 17,714 shares; 2025Q2: 17,691 shares; 2025Q3: 17,385 shares; 2025Q4: 16,191 shares; 2026Q1: 15,265 shares; 2026Q2: 13,736 shares 13,736 $284K 0.01% -1,529 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; 2024Q3: 208 shares; 2024Q4: 211 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 209 shares; 2026Q1: 212 shares; 2026Q2: 207 shares 207 $282K 0.01% -5 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,988 shares; 2026Q1: 3,991 shares; 2026Q2: 3,168 shares 3,168 $278K 0.01% -823 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,087 shares; 2026Q2: 5,198 shares 5,198 $276K 0.01% +1,111 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,099 shares; 2026Q2: 3,099 shares 3,099 $275K 0.01% 0 Timeline HOMZ ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,489 shares; 2024Q4: 5,522 shares; 2025Q1: 5,555 shares; 2025Q2: not reported; 2025Q3: 5,623 shares; 2025Q4: 5,666 shares; 2026Q1: 5,701 shares; 2026Q2: 5,738 shares 5,738 $274K 0.01% +37 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,258 shares; 2024Q4: 6,258 shares; 2025Q1: 6,258 shares; 2025Q2: 6,258 shares; 2025Q3: 6,258 shares; 2025Q4: 6,258 shares; 2026Q1: 6,258 shares; 2026Q2: 6,258 shares 6,258 $273K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 324 shares 324 $269K 0.01% new Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $269K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,453 shares 1,453 $267K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 611 shares; 2025Q4: 613 shares; 2026Q1: 680 shares; 2026Q2: 752 shares 752 $266K 0.01% +72 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 9,205 shares; 2026Q2: 9,205 shares 9,205 $261K 0.01% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,851 shares; 2026Q2: 2,528 shares 2,528 $257K 0.01% -6,323 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,190 shares 2,190 $257K 0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,543 shares; 2024Q4: 4,543 shares; 2025Q1: 4,543 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares; 2025Q4: 4,543 shares; 2026Q1: 4,543 shares; 2026Q2: 4,543 shares 4,543 $256K 0.01% 0 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,037 shares; 2025Q3: 5,037 shares; 2025Q4: 5,037 shares; 2026Q1: 5,037 shares; 2026Q2: 5,037 shares 5,037 $254K 0.01% 0 Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,413 shares; 2024Q4: 3,413 shares; 2025Q1: 3,413 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,628 shares; 2026Q2: 2,628 shares 2,628 $250K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,946 shares; 2024Q4: 3,116 shares; 2025Q1: 2,869 shares; 2025Q2: 2,881 shares; 2025Q3: 2,871 shares; 2025Q4: 2,872 shares; 2026Q1: 2,812 shares; 2026Q2: 2,433 shares 2,433 $249K 0.01% -379 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,319 shares; 2026Q2: 1,467 shares 1,467 $248K 0.01% +148 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 777 shares 777 $247K 0.01% new 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; 2024Q3: 374 shares; 2024Q4: 426 shares; 2025Q1: 444 shares; 2025Q2: not reported; 2025Q3: 439 shares; 2025Q4: 514 shares; 2026Q1: 514 shares; 2026Q2: 491 shares 491 $246K 0.01% -23 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,094 shares; 2024Q4: 5,826 shares; 2025Q1: 6,395 shares; 2025Q2: 6,480 shares; 2025Q3: 5,964 shares; 2025Q4: 5,650 shares; 2026Q1: 5,576 shares; 2026Q2: 4,269 shares 4,269 $246K 0.01% -1,307 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,597 shares; 2025Q4: 6,625 shares; 2026Q1: 5,892 shares; 2026Q2: 5,917 shares 5,917 $240K 0.01% +25 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,715 shares 4,715 $240K 0.01% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 783 shares 783 $235K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 875 shares; 2026Q2: 860 shares 860 $231K 0.01% -15 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: not reported; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares; 2026Q2: 6,900 shares 6,900 $229K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $226K 0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,458 shares; 2026Q2: 1,769 shares 1,769 $226K 0.01% -2,689 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 572 shares 572 $225K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 697 shares; 2025Q3: 819 shares; 2025Q4: 853 shares; 2026Q1: 847 shares; 2026Q2: 902 shares 902 $224K 0.01% +55 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,859 shares 3,859 $223K 0.01% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,741 shares; 2026Q2: 1,741 shares 1,741 $222K 0.01% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,518 shares 1,518 $222K 0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 149 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $221K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,030 shares; 2025Q4: 5,000 shares; 2026Q1: 5,130 shares; 2026Q2: 5,130 shares 5,130 $219K 0.01% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,786 shares 3,786 $215K 0.01% new Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,254 shares; 2026Q2: 1,247 shares 1,247 $212K 0.01% -3,007 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,135 shares 2,135 $212K 0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,703 shares; 2025Q2: 3,703 shares; 2025Q3: 3,700 shares; 2025Q4: 3,812 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $212K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 106 shares 106 $210K 0.01% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,228 shares; 2025Q1: 6,228 shares; 2025Q2: not reported; 2025Q3: 4,299 shares; 2025Q4: 4,311 shares; 2026Q1: 4,317 shares; 2026Q2: 4,326 shares 4,326 $209K 0.01% +9 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,487 shares; 2026Q1: 2,487 shares; 2026Q2: 2,487 shares 2,487 $208K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,973 shares; 2025Q1: 1,742 shares; 2025Q2: 1,743 shares; 2025Q3: 1,744 shares; 2025Q4: not reported; 2026Q1: 1,591 shares; 2026Q2: 1,592 shares 1,592 $202K 0.01% +1 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,872 shares 1,872 $200K 0.01% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,845 shares; 2024Q4: 11,845 shares; 2025Q1: 11,845 shares; 2025Q2: 11,845 shares; 2025Q3: 11,845 shares; 2025Q4: not reported; 2026Q1: 11,845 shares; 2026Q2: 11,845 shares 11,845 $161K <0.01% 0 Timeline TLSA TIZIANA LIFE SCIENCES LTD More: the full row for TIZIANA LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,387 shares; 2024Q4: 93,187 shares; 2025Q1: 96,260 shares; 2025Q2: 89,760 shares; 2025Q3: 84,200 shares; 2025Q4: 99,900 shares; 2026Q1: 111,900 shares; 2026Q2: 125,950 shares 125,950 $161K <0.01% +14,050 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,695 shares; 2025Q1: 11,695 shares; 2025Q2: 11,695 shares; 2025Q3: 11,695 shares; 2025Q4: 11,695 shares; 2026Q1: 11,695 shares; 2026Q2: 38,284 shares 38,284 $155K <0.01% +26,589 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,660 shares; 2025Q2: 22,660 shares; 2025Q3: 22,660 shares; 2025Q4: 22,660 shares; 2026Q1: 22,660 shares; 2026Q2: 22,660 shares 22,660 $82.5K <0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,050 shares 12,050 $71.2K <0.01% new Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,010 shares; 2026Q1: 19,000 shares; 2026Q2: 21,500 shares 21,500 $40.9K <0.01% +2,500 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,525 shares; 2026Q2: 37,525 shares 37,525 $28.1K <0.01% +23,000 Timeline