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: 468,095 shares; 2024Q4: 525,029 shares; 2025Q1: 565,763 shares; 2025Q2: 609,532 shares; 2025Q3: 629,869 shares; 2025Q4: 673,039 shares; 2026Q1: 696,632 shares; 2026Q2: 716,987 shares 716,987 $41.7M 5.96% +20,355 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: 345,187 shares; 2024Q4: 369,996 shares; 2025Q1: 388,017 shares; 2025Q2: 409,941 shares; 2025Q3: 421,503 shares; 2025Q4: 438,852 shares; 2026Q1: 449,553 shares; 2026Q2: 485,306 shares 485,306 $38.4M 5.48% +35,753 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: 118,047 shares; 2024Q4: 115,635 shares; 2025Q1: 114,649 shares; 2025Q2: 112,545 shares; 2025Q3: 112,599 shares; 2025Q4: 122,370 shares; 2026Q1: 120,408 shares; 2026Q2: 120,845 shares 120,845 $35M 4.99% +437 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: 327,774 shares; 2024Q4: 333,119 shares; 2025Q1: 343,845 shares; 2025Q2: 346,125 shares; 2025Q3: 338,773 shares; 2025Q4: 340,598 shares; 2026Q1: 345,658 shares; 2026Q2: 355,550 shares 355,550 $25.3M 3.62% +9,892 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: 213,561 shares; 2024Q4: 232,173 shares; 2025Q1: 244,254 shares; 2025Q2: 258,330 shares; 2025Q3: 264,333 shares; 2025Q4: 274,769 shares; 2026Q1: 280,512 shares; 2026Q2: 288,490 shares 288,490 $22.1M 3.16% +7,978 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: 49,807 shares; 2024Q4: 58,206 shares; 2025Q1: 59,736 shares; 2025Q2: 59,664 shares; 2025Q3: 59,953 shares; 2025Q4: 61,050 shares; 2026Q1: 61,757 shares; 2026Q2: 59,044 shares 59,044 $22M 3.15% -2,713 Timeline JCPB 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: 319,506 shares; 2024Q4: 369,806 shares; 2025Q1: 395,722 shares; 2025Q2: 409,638 shares; 2025Q3: 424,946 shares; 2025Q4: 445,324 shares; 2026Q1: 451,616 shares; 2026Q2: 465,390 shares 465,390 $21.8M 3.12% +13,774 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: 9,262 shares; 2024Q4: 9,227 shares; 2025Q1: 9,223 shares; 2025Q2: 18,194 shares; 2025Q3: 44,448 shares; 2025Q4: 45,254 shares; 2026Q1: 44,956 shares; 2026Q2: 55,147 shares 55,147 $19.5M 2.78% +10,191 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: 7,655 shares; 2024Q4: 7,806 shares; 2025Q1: 8,557 shares; 2025Q2: 8,713 shares; 2025Q3: 9,072 shares; 2025Q4: 9,356 shares; 2026Q1: 9,123 shares; 2026Q2: 8,766 shares 8,766 $17.4M 2.49% -357 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,533 shares; 2024Q4: 119,757 shares; 2025Q1: 124,657 shares; 2025Q2: 126,493 shares; 2025Q3: 130,810 shares; 2025Q4: 138,281 shares; 2026Q1: 143,521 shares; 2026Q2: 144,295 shares 144,295 $14.7M 2.11% +774 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,026 shares; 2024Q4: 11,644 shares; 2025Q1: 11,244 shares; 2025Q2: 10,651 shares; 2025Q3: 10,559 shares; 2025Q4: 34,156 shares; 2026Q1: 33,534 shares; 2026Q2: 32,709 shares 32,709 $14.3M 2.04% -825 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: 145,864 shares; 2024Q4: 443,530 shares; 2025Q1: 453,325 shares; 2025Q2: 455,693 shares; 2025Q3: 446,269 shares; 2025Q4: 449,535 shares; 2026Q1: 465,050 shares; 2026Q2: 473,160 shares 473,160 $13.9M 1.99% +8,110 Timeline QUS 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: 61,753 shares; 2024Q4: 63,016 shares; 2025Q1: 65,255 shares; 2025Q2: 65,951 shares; 2025Q3: 65,900 shares; 2025Q4: 67,674 shares; 2026Q1: 69,812 shares; 2026Q2: 72,164 shares 72,164 $13.5M 1.93% +2,352 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: 33,732 shares; 2024Q4: 33,867 shares; 2025Q1: 34,046 shares; 2025Q2: 35,033 shares; 2025Q3: 35,745 shares; 2025Q4: 38,198 shares; 2026Q1: 38,553 shares; 2026Q2: 38,117 shares 38,117 $13.1M 1.87% -436 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,423 shares; 2024Q4: 10,309 shares; 2025Q1: 10,168 shares; 2025Q2: 10,540 shares; 2025Q3: 10,204 shares; 2025Q4: 9,733 shares; 2026Q1: 8,617 shares; 2026Q2: 17,987 shares 17,987 $13M 1.86% +9,370 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: 16,643 shares; 2024Q4: 17,209 shares; 2025Q1: 34,628 shares; 2025Q2: 35,775 shares; 2025Q3: 36,167 shares; 2025Q4: 36,868 shares; 2026Q1: 36,452 shares; 2026Q2: 34,581 shares 34,581 $12.9M 1.85% -1,871 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: 41,094 shares; 2024Q4: 40,672 shares; 2025Q1: 39,892 shares; 2025Q2: 39,656 shares; 2025Q3: 39,535 shares; 2025Q4: 40,292 shares; 2026Q1: 40,357 shares; 2026Q2: 39,379 shares 39,379 $12.9M 1.84% -978 Timeline JPEM 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: 173,283 shares; 2024Q4: 182,264 shares; 2025Q1: 188,972 shares; 2025Q2: 185,973 shares; 2025Q3: 183,341 shares; 2025Q4: 186,472 shares; 2026Q1: 190,437 shares; 2026Q2: 196,972 shares 196,972 $12.4M 1.77% +6,535 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: 32,653 shares; 2024Q4: 32,676 shares; 2025Q1: 33,102 shares; 2025Q2: 33,085 shares; 2025Q3: 33,224 shares; 2025Q4: 33,398 shares; 2026Q1: 33,516 shares; 2026Q2: 33,311 shares 33,311 $12.3M 1.76% -205 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: 20,465 shares; 2024Q4: 20,470 shares; 2025Q1: 20,640 shares; 2025Q2: 20,999 shares; 2025Q3: 21,226 shares; 2025Q4: 23,060 shares; 2026Q1: 23,260 shares; 2026Q2: 23,070 shares 23,070 $11.8M 1.69% -190 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: 12,155 shares; 2024Q4: 12,067 shares; 2025Q1: 11,837 shares; 2025Q2: 11,371 shares; 2025Q3: 11,275 shares; 2025Q4: 12,020 shares; 2026Q1: 11,959 shares; 2026Q2: 11,729 shares 11,729 $11M 1.57% -230 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: 40,739 shares; 2024Q4: 41,023 shares; 2025Q1: 40,895 shares; 2025Q2: 40,871 shares; 2025Q3: 41,211 shares; 2025Q4: 43,989 shares; 2026Q1: 43,748 shares; 2026Q2: 43,177 shares 43,177 $10.9M 1.55% -571 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: 34,256 shares; 2024Q4: 37,404 shares; 2025Q1: 37,827 shares; 2025Q2: 38,494 shares; 2025Q3: 38,528 shares; 2025Q4: 41,779 shares; 2026Q1: 41,589 shares; 2026Q2: 40,855 shares 40,855 $10.4M 1.48% -734 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: 31,155 shares; 2024Q4: 31,182 shares; 2025Q1: 30,839 shares; 2025Q2: 30,135 shares; 2025Q3: 30,086 shares; 2025Q4: 29,702 shares; 2026Q1: 28,881 shares; 2026Q2: 28,540 shares 28,540 $10.2M 1.46% -341 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: 80,876 shares; 2024Q4: 245,912 shares; 2025Q1: 253,881 shares; 2025Q2: 255,934 shares; 2025Q3: 255,595 shares; 2025Q4: 269,013 shares; 2026Q1: 276,768 shares; 2026Q2: 271,764 shares 271,764 $10M 1.43% -5,004 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: 59,910 shares; 2024Q4: 61,553 shares; 2025Q1: 63,575 shares; 2025Q2: 64,923 shares; 2025Q3: 64,883 shares; 2025Q4: 66,339 shares; 2026Q1: 66,693 shares; 2026Q2: 64,967 shares 64,967 $9.64M 1.38% -1,726 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: 52,974 shares; 2024Q4: 53,168 shares; 2025Q1: 53,649 shares; 2025Q2: 52,811 shares; 2025Q3: 51,965 shares; 2025Q4: 55,520 shares; 2026Q1: 54,471 shares; 2026Q2: 52,880 shares 52,880 $9.57M 1.37% -1,591 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,657 shares; 2024Q4: 23,865 shares; 2025Q1: 23,947 shares; 2025Q2: 24,041 shares; 2025Q3: 24,294 shares; 2025Q4: 25,058 shares; 2026Q1: 24,893 shares; 2026Q2: 24,866 shares 24,866 $8.77M 1.25% -27 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: 18,332 shares; 2024Q4: 19,102 shares; 2025Q1: 19,767 shares; 2025Q2: 20,873 shares; 2025Q3: 20,605 shares; 2025Q4: 41,695 shares; 2026Q1: 42,956 shares; 2026Q2: 43,187 shares 43,187 $8.23M 1.18% +231 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: 4,916 shares; 2024Q4: 11,868 shares; 2025Q1: 12,323 shares; 2025Q2: 13,059 shares; 2025Q3: 13,591 shares; 2025Q4: 13,859 shares; 2026Q1: 13,929 shares; 2026Q2: 14,510 shares 14,510 $8.17M 1.17% +581 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,098 shares; 2024Q4: 22,986 shares; 2025Q1: 23,049 shares; 2025Q2: 23,195 shares; 2025Q3: 22,978 shares; 2025Q4: 23,059 shares; 2026Q1: 22,924 shares; 2026Q2: 22,016 shares 22,016 $8.16M 1.17% -908 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,636 shares; 2024Q4: 25,966 shares; 2025Q1: 26,340 shares; 2025Q2: 26,393 shares; 2025Q3: 26,249 shares; 2025Q4: 28,605 shares; 2026Q1: 28,832 shares; 2026Q2: 28,453 shares 28,453 $7.74M 1.11% -379 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: 7,310 shares; 2024Q4: 7,551 shares; 2025Q1: 7,558 shares; 2025Q2: 7,585 shares; 2025Q3: 7,554 shares; 2025Q4: 8,078 shares; 2026Q1: 8,074 shares; 2026Q2: 8,018 shares 8,018 $7.71M 1.1% -56 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: 41,470 shares; 2024Q4: 42,481 shares; 2025Q1: 42,793 shares; 2025Q2: 43,870 shares; 2025Q3: 43,596 shares; 2025Q4: 44,851 shares; 2026Q1: 45,518 shares; 2026Q2: 47,915 shares 47,915 $7.29M 1.04% +2,397 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,895 shares; 2024Q4: 4,945 shares; 2025Q1: 5,957 shares; 2025Q2: 10,580 shares; 2025Q3: 12,376 shares; 2025Q4: 13,159 shares; 2026Q1: 16,582 shares; 2026Q2: 17,445 shares 17,445 $7.1M 1.01% +863 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: 26,448 shares; 2024Q4: 26,190 shares; 2025Q1: 24,784 shares; 2025Q2: 26,218 shares; 2025Q3: 27,622 shares; 2025Q4: 29,032 shares; 2026Q1: 24,851 shares; 2026Q2: 34,253 shares 34,253 $6.85M 0.98% +9,402 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,878 shares; 2024Q4: 12,943 shares; 2025Q1: 13,168 shares; 2025Q2: 13,164 shares; 2025Q3: 13,235 shares; 2025Q4: 13,946 shares; 2026Q1: 13,810 shares; 2026Q2: 13,405 shares 13,405 $6.83M 0.98% -405 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,780 shares; 2024Q4: 42,776 shares; 2025Q1: 42,885 shares; 2025Q2: 42,712 shares; 2025Q3: 42,633 shares; 2025Q4: 47,989 shares; 2026Q1: 70,663 shares; 2026Q2: 69,266 shares 69,266 $6.81M 0.97% -1,397 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,993 shares; 2024Q4: 34,114 shares; 2025Q1: 33,903 shares; 2025Q2: 35,638 shares; 2025Q3: 36,143 shares; 2025Q4: 41,604 shares; 2026Q1: 47,032 shares; 2026Q2: 49,350 shares 49,350 $6.76M 0.97% +2,318 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: 15,535 shares; 2024Q4: 18,102 shares; 2025Q1: 23,136 shares; 2025Q2: 27,092 shares; 2025Q3: 27,375 shares; 2025Q4: 28,839 shares; 2026Q1: 29,659 shares; 2026Q2: 30,588 shares 30,588 $6.71M 0.96% +929 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: 2,786 shares; 2024Q4: 2,786 shares; 2025Q1: 2,705 shares; 2025Q2: 1,945 shares; 2025Q3: 2,147 shares; 2025Q4: 2,243 shares; 2026Q1: 2,240 shares; 2026Q2: 13,821 shares 13,821 $6.6M 0.94% +11,581 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: 4,787 shares; 2024Q4: 4,785 shares; 2025Q1: 4,770 shares; 2025Q2: 4,772 shares; 2025Q3: 4,977 shares; 2025Q4: 5,072 shares; 2026Q1: 5,095 shares; 2026Q2: 5,102 shares 5,102 $6.12M 0.87% +7 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,053 shares; 2024Q4: 14,201 shares; 2025Q1: 29,962 shares; 2025Q2: 31,622 shares; 2025Q3: 32,380 shares; 2025Q4: 32,892 shares; 2026Q1: 41,282 shares; 2026Q2: 49,601 shares 49,601 $6.11M 0.87% +8,319 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: 21,240 shares; 2024Q4: 21,304 shares; 2025Q1: 21,382 shares; 2025Q2: 21,363 shares; 2025Q3: 21,443 shares; 2025Q4: 22,645 shares; 2026Q1: 22,665 shares; 2026Q2: 22,439 shares 22,439 $6.07M 0.87% -226 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: 27,091 shares; 2024Q4: 27,049 shares; 2025Q1: 26,893 shares; 2025Q2: 32,892 shares; 2025Q3: 31,746 shares; 2025Q4: 31,220 shares; 2026Q1: 31,016 shares; 2026Q2: 30,886 shares 30,886 $5.71M 0.82% -130 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: 19,948 shares; 2024Q4: 19,824 shares; 2025Q1: 19,602 shares; 2025Q2: 22,136 shares; 2025Q3: 23,044 shares; 2025Q4: 23,784 shares; 2026Q1: 23,744 shares; 2026Q2: 23,042 shares 23,042 $5.49M 0.78% -702 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,685 shares; 2024Q4: 13,525 shares; 2025Q1: 13,521 shares; 2025Q2: 13,380 shares; 2025Q3: 14,780 shares; 2025Q4: 16,044 shares; 2026Q1: 18,036 shares; 2026Q2: 17,595 shares 17,595 $4.59M 0.66% -441 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,156 shares; 2024Q4: 12,276 shares; 2025Q1: 12,484 shares; 2025Q2: 13,408 shares; 2025Q3: 13,468 shares; 2025Q4: 13,261 shares; 2026Q1: 13,672 shares; 2026Q2: 13,207 shares 13,207 $3.91M 0.56% -465 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,111 shares; 2024Q4: 93,245 shares; 2025Q1: 96,977 shares; 2025Q2: 99,520 shares; 2025Q3: 95,091 shares; 2025Q4: 92,473 shares; 2026Q1: 88,215 shares; 2026Q2: 82,327 shares 82,327 $3.41M 0.49% -5,888 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: 9,604 shares; 2024Q4: 9,428 shares; 2025Q1: 8,813 shares; 2025Q2: 8,455 shares; 2025Q3: 7,726 shares; 2025Q4: 7,453 shares; 2026Q1: 7,128 shares; 2026Q2: 6,711 shares 6,711 $3.36M 0.48% -417 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: 34,626 shares; 2024Q4: 36,706 shares; 2025Q1: 36,706 shares; 2025Q2: 36,576 shares; 2025Q3: 36,860 shares; 2025Q4: 37,181 shares; 2026Q1: 37,106 shares; 2026Q2: 36,937 shares 36,937 $3.05M 0.44% -169 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: 10,734 shares; 2024Q4: 10,595 shares; 2025Q1: 10,286 shares; 2025Q2: 10,278 shares; 2025Q3: 10,141 shares; 2025Q4: 9,831 shares; 2026Q1: 9,816 shares; 2026Q2: 37,624 shares 37,624 $3.03M 0.43% +27,808 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: 4,619 shares; 2024Q4: 4,488 shares; 2025Q1: 4,488 shares; 2025Q2: 3,163 shares; 2025Q3: 2,897 shares; 2025Q4: 2,473 shares; 2026Q1: 2,481 shares; 2026Q2: 2,559 shares 2,559 $2.95M 0.42% +78 Timeline GMOI GMO ETF TRUST More: the full row for GMO 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: 78,524 shares 78,524 $2.94M 0.42% new 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: 4,364 shares; 2024Q4: 4,326 shares; 2025Q1: 4,153 shares; 2025Q2: 4,064 shares; 2025Q3: 4,242 shares; 2025Q4: 3,917 shares; 2026Q1: 3,830 shares; 2026Q2: 3,822 shares 3,822 $2.81M 0.4% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,977 shares 12,977 $2.47M 0.35% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,802 shares; 2024Q4: 9,739 shares; 2025Q1: 9,727 shares; 2025Q2: 9,446 shares; 2025Q3: 9,380 shares; 2025Q4: 8,764 shares; 2026Q1: 8,481 shares; 2026Q2: 8,513 shares 8,513 $2.39M 0.34% +32 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: 10,932 shares; 2024Q4: 10,987 shares; 2025Q1: 10,326 shares; 2025Q2: 9,951 shares; 2025Q3: 9,562 shares; 2025Q4: 8,892 shares; 2026Q1: 8,697 shares; 2026Q2: 8,505 shares 8,505 $2.03M 0.29% -192 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: 3,377 shares; 2024Q4: 6,300 shares; 2025Q1: 5,410 shares; 2025Q2: 5,470 shares; 2025Q3: 6,267 shares; 2025Q4: 5,990 shares; 2026Q1: 5,821 shares; 2026Q2: 5,767 shares 5,767 $1.97M 0.28% -54 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,670 shares; 2024Q4: 7,980 shares; 2025Q1: 7,755 shares; 2025Q2: 7,393 shares; 2025Q3: 6,235 shares; 2025Q4: 6,411 shares; 2026Q1: 6,396 shares; 2026Q2: 6,421 shares 6,421 $1.91M 0.27% +25 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: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,538 shares; 2025Q2: 2,983 shares; 2025Q3: 4,350 shares; 2025Q4: 4,706 shares; 2026Q1: 4,759 shares; 2026Q2: 4,602 shares 4,602 $1.74M 0.25% -157 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: 10,696 shares; 2024Q4: 12,105 shares; 2025Q1: 12,232 shares; 2025Q2: 12,441 shares; 2025Q3: 12,697 shares; 2025Q4: 11,994 shares; 2026Q1: 11,518 shares; 2026Q2: 13,878 shares 13,878 $1.63M 0.23% +2,360 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: not reported; 2025Q1: not reported; 2025Q2: 2,043 shares; 2025Q3: 2,052 shares; 2025Q4: 2,469 shares; 2026Q1: 4,042 shares; 2026Q2: 3,977 shares 3,977 $1.49M 0.21% -65 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: 6,636 shares 6,636 $1.49M 0.21% 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: 6,546 shares 6,546 $1.45M 0.21% 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: 3,802 shares; 2024Q4: 3,755 shares; 2025Q1: 3,739 shares; 2025Q2: 3,739 shares; 2025Q3: 3,722 shares; 2025Q4: 4,559 shares; 2026Q1: 4,559 shares; 2026Q2: 4,559 shares 4,559 $1.43M 0.2% 0 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: 4,725 shares; 2025Q3: 4,721 shares; 2025Q4: 6,673 shares; 2026Q1: 6,496 shares; 2026Q2: 6,463 shares 6,463 $1.3M 0.19% -33 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: 3,948 shares; 2024Q4: 3,957 shares; 2025Q1: 3,962 shares; 2025Q2: 3,962 shares; 2025Q3: 3,967 shares; 2025Q4: 3,861 shares; 2026Q1: 3,745 shares; 2026Q2: 3,748 shares 3,748 $1.29M 0.18% +3 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,722 shares; 2024Q4: 37,894 shares; 2025Q1: 37,275 shares; 2025Q2: 29,748 shares; 2025Q3: 28,549 shares; 2025Q4: 26,377 shares; 2026Q1: 26,371 shares; 2026Q2: 25,296 shares 25,296 $1.27M 0.18% -1,075 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: 1,394 shares; 2024Q4: 1,335 shares; 2025Q1: 1,237 shares; 2025Q2: 1,173 shares; 2025Q3: 1,220 shares; 2025Q4: 1,187 shares; 2026Q1: 1,187 shares; 2026Q2: 1,188 shares 1,188 $1.26M 0.18% +1 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,360 shares; 2024Q4: 75,764 shares; 2025Q1: 75,337 shares; 2025Q2: 74,235 shares; 2025Q3: 72,956 shares; 2025Q4: 74,332 shares; 2026Q1: 74,901 shares; 2026Q2: 20,502 shares 20,502 $1.25M 0.18% -54,399 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,249 shares; 2024Q4: 10,951 shares; 2025Q1: 10,565 shares; 2025Q2: 10,014 shares; 2025Q3: 10,049 shares; 2025Q4: 12,904 shares; 2026Q1: 12,894 shares; 2026Q2: 12,893 shares 12,893 $1.19M 0.17% -1 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,971 shares; 2024Q4: 2,192 shares; 2025Q1: 2,192 shares; 2025Q2: 2,316 shares; 2025Q3: 2,364 shares; 2025Q4: 2,356 shares; 2026Q1: 2,227 shares; 2026Q2: 2,559 shares 2,559 $1.15M 0.16% +332 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: 1,652 shares; 2024Q4: 1,054 shares; 2025Q1: 1,159 shares; 2025Q2: 1,309 shares; 2025Q3: 1,274 shares; 2025Q4: 1,476 shares; 2026Q1: 1,525 shares; 2026Q2: 2,728 shares 2,728 $1.15M 0.16% +1,203 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: 2,082 shares; 2024Q4: 2,408 shares; 2025Q1: 2,389 shares; 2025Q2: 2,734 shares; 2025Q3: 2,557 shares; 2025Q4: 2,630 shares; 2026Q1: 2,487 shares; 2026Q2: 2,637 shares 2,637 $1.1M 0.16% +150 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: 12,478 shares; 2024Q4: 10,857 shares; 2025Q1: 10,833 shares; 2025Q2: 9,876 shares; 2025Q3: 9,475 shares; 2025Q4: 9,247 shares; 2026Q1: 8,994 shares; 2026Q2: 8,347 shares 8,347 $1.07M 0.15% -647 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $1.06M 0.15% 0 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: 1,213 shares; 2024Q4: 1,136 shares; 2025Q1: 1,096 shares; 2025Q2: 1,087 shares; 2025Q3: 1,192 shares; 2025Q4: 1,592 shares; 2026Q1: 1,453 shares; 2026Q2: 1,407 shares 1,407 $1.05M 0.15% -46 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: 6,396 shares; 2024Q4: 12,664 shares; 2025Q1: 16,017 shares; 2025Q2: 16,112 shares; 2025Q3: 21,506 shares; 2025Q4: 21,923 shares; 2026Q1: 20,836 shares; 2026Q2: 18,206 shares 18,206 $1.04M 0.15% -2,630 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: 4,581 shares; 2024Q4: 4,430 shares; 2025Q1: 4,444 shares; 2025Q2: 4,423 shares; 2025Q3: 4,437 shares; 2025Q4: 4,656 shares; 2026Q1: 4,670 shares; 2026Q2: 4,683 shares 4,683 $1.02M 0.15% +13 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: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,526 shares; 2025Q3: 1,513 shares; 2025Q4: 1,510 shares; 2026Q1: 1,452 shares; 2026Q2: 1,440 shares 1,440 $1.01M 0.14% -12 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: 52,692 shares; 2024Q4: 52,674 shares; 2025Q1: 52,333 shares; 2025Q2: 8,020 shares; 2025Q3: 7,988 shares; 2025Q4: 9,756 shares; 2026Q1: 9,957 shares; 2026Q2: 9,816 shares 9,816 $1M 0.14% -141 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: not reported; 2025Q2: 7,177 shares; 2025Q3: 8,742 shares; 2025Q4: 11,819 shares; 2026Q1: 14,577 shares; 2026Q2: 13,726 shares 13,726 $990K 0.14% -851 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: 4,001 shares; 2024Q4: 3,928 shares; 2025Q1: 3,942 shares; 2025Q2: 3,803 shares; 2025Q3: 3,776 shares; 2025Q4: 3,959 shares; 2026Q1: 3,951 shares; 2026Q2: 3,916 shares 3,916 $952K 0.14% -35 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: 13,790 shares; 2024Q4: 13,790 shares; 2025Q1: 14,129 shares; 2025Q2: 13,720 shares; 2025Q3: 1,384 shares; 2025Q4: 1,931 shares; 2026Q1: 1,859 shares; 2026Q2: 1,850 shares 1,850 $943K 0.13% -9 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: 4,263 shares; 2024Q4: 3,954 shares; 2025Q1: 3,702 shares; 2025Q2: 3,695 shares; 2025Q3: 3,517 shares; 2025Q4: 3,407 shares; 2026Q1: 3,396 shares; 2026Q2: 3,037 shares 3,037 $921K 0.13% -359 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: 26,135 shares; 2024Q4: 26,873 shares; 2025Q1: 27,105 shares; 2025Q2: 27,590 shares; 2025Q3: 28,212 shares; 2025Q4: 29,509 shares; 2026Q1: 28,448 shares; 2026Q2: 6,586 shares 6,586 $892K 0.13% -21,862 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: 11,576 shares; 2024Q4: 11,058 shares; 2025Q1: 10,703 shares; 2025Q2: 10,480 shares; 2025Q3: 10,147 shares; 2025Q4: 10,009 shares; 2026Q1: 9,833 shares; 2026Q2: 9,111 shares 9,111 $801K 0.11% -722 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: 1,614 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,466 shares; 2025Q4: 1,457 shares; 2026Q1: 1,706 shares; 2026Q2: 1,366 shares 1,366 $794K 0.11% -340 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: 5,644 shares; 2024Q4: 5,422 shares; 2025Q1: 5,423 shares; 2025Q2: 5,423 shares; 2025Q3: 5,109 shares; 2025Q4: 5,110 shares; 2026Q1: 5,110 shares; 2026Q2: 4,930 shares 4,930 $774K 0.11% -180 Timeline FINN FIRST NATL OF NEBRASKA INC More: the full row for FIRST NATL OF NEBRASKA 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: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $769K 0.11% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC 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: 341 shares; 2025Q4: 462 shares; 2026Q1: 524 shares; 2026Q2: 641 shares 641 $766K 0.11% +117 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.11% 0 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: 10,915 shares; 2024Q4: 10,290 shares; 2025Q1: 10,231 shares; 2025Q2: 10,244 shares; 2025Q3: 10,147 shares; 2025Q4: 9,936 shares; 2026Q1: 9,546 shares; 2026Q2: 9,362 shares 9,362 $722K 0.1% -184 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,658 shares; 2024Q4: 16,658 shares; 2025Q1: 18,258 shares; 2025Q2: 18,458 shares; 2025Q3: 17,398 shares; 2025Q4: 18,123 shares; 2026Q1: 18,513 shares; 2026Q2: 18,806 shares 18,806 $719K 0.1% +293 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,253 shares 5,253 $718K 0.1% new 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: 1,620 shares; 2024Q4: 1,614 shares; 2025Q1: 1,522 shares; 2025Q2: 1,481 shares; 2025Q3: 1,444 shares; 2025Q4: 1,445 shares; 2026Q1: 1,401 shares; 2026Q2: 5,634 shares 5,634 $700K 0.1% +4,233 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: 3,874 shares; 2024Q4: 3,155 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 3,001 shares; 2026Q1: 2,991 shares; 2026Q2: 2,915 shares 2,915 $690K 0.1% -76 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,245 shares; 2025Q3: 3,245 shares; 2025Q4: 4,143 shares; 2026Q1: 4,143 shares; 2026Q2: 4,143 shares 4,143 $662K 0.09% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,150 shares; 2024Q4: 5,161 shares; 2025Q1: 5,203 shares; 2025Q2: 5,244 shares; 2025Q3: 5,568 shares; 2025Q4: 4,841 shares; 2026Q1: 5,034 shares; 2026Q2: 4,977 shares 4,977 $650K 0.09% -57 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,813 shares; 2025Q1: 6,588 shares; 2025Q2: 8,588 shares; 2025Q3: 20,853 shares; 2025Q4: 20,048 shares; 2026Q1: 15,722 shares; 2026Q2: 15,152 shares 15,152 $557K 0.08% -570 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: 3,391 shares; 2024Q4: 3,356 shares; 2025Q1: 3,338 shares; 2025Q2: 3,338 shares; 2025Q3: 3,025 shares; 2025Q4: 3,041 shares; 2026Q1: 3,010 shares; 2026Q2: 2,797 shares 2,797 $553K 0.08% -213 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,129 shares; 2024Q4: 12,078 shares; 2025Q1: 10,870 shares; 2025Q2: 10,368 shares; 2025Q3: 9,853 shares; 2025Q4: 10,221 shares; 2026Q1: 10,189 shares; 2026Q2: 9,661 shares 9,661 $546K 0.08% -528 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: 3,436 shares; 2024Q4: 3,436 shares; 2025Q1: 3,446 shares; 2025Q2: 3,436 shares; 2025Q3: 3,652 shares; 2025Q4: 3,652 shares; 2026Q1: 3,652 shares; 2026Q2: 3,572 shares 3,572 $541K 0.08% -80 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: 5,650 shares; 2024Q4: 16,950 shares; 2025Q1: 16,950 shares; 2025Q2: 16,950 shares; 2025Q3: 16,800 shares; 2025Q4: 16,800 shares; 2026Q1: 16,800 shares; 2026Q2: 16,800 shares 16,800 $487K 0.07% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,584 shares; 2026Q1: 2,879 shares; 2026Q2: 2,852 shares 2,852 $467K 0.07% -27 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,668 shares; 2024Q4: 5,668 shares; 2025Q1: 5,668 shares; 2025Q2: 4,630 shares; 2025Q3: 4,630 shares; 2025Q4: 4,630 shares; 2026Q1: 4,630 shares; 2026Q2: 4,630 shares 4,630 $455K 0.07% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,320 shares; 2026Q1: 18,837 shares; 2026Q2: 19,132 shares 19,132 $443K 0.06% +295 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: 523 shares; 2024Q4: 515 shares; 2025Q1: 650 shares; 2025Q2: 625 shares; 2025Q3: 642 shares; 2025Q4: 764 shares; 2026Q1: 626 shares; 2026Q2: 589 shares 589 $441K 0.06% -37 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,040 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $438K 0.06% 0 Timeline IBDW 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: 21,001 shares; 2025Q3: 21,001 shares; 2025Q4: 21,001 shares; 2026Q1: 21,001 shares; 2026Q2: 21,001 shares 21,001 $438K 0.06% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares; 2025Q4: 1,463 shares; 2026Q1: 1,463 shares; 2026Q2: 1,463 shares 1,463 $437K 0.06% 0 Timeline HYXF 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: 9,024 shares; 2026Q1: 9,024 shares; 2026Q2: 9,298 shares 9,298 $434K 0.06% +274 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,862 shares; 2025Q3: 11,628 shares; 2025Q4: 17,795 shares; 2026Q1: 17,797 shares; 2026Q2: 17,728 shares 17,728 $429K 0.06% -69 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: 3,629 shares; 2024Q4: 2,606 shares; 2025Q1: 2,240 shares; 2025Q2: 2,459 shares; 2025Q3: 2,335 shares; 2025Q4: 2,738 shares; 2026Q1: 2,657 shares; 2026Q2: 2,566 shares 2,566 $425K 0.06% -91 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: 2,266 shares; 2024Q4: 1,942 shares; 2025Q1: 1,947 shares; 2025Q2: 1,956 shares; 2025Q3: 1,922 shares; 2025Q4: 1,927 shares; 2026Q1: 1,782 shares; 2026Q2: 1,788 shares 1,788 $417K 0.06% +6 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,084 shares; 2026Q2: 2,084 shares 2,084 $416K 0.06% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,981 shares 2,981 $416K 0.06% new Timeline SHYG 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: 9,736 shares; 2026Q2: 9,736 shares 9,736 $413K 0.06% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,947 shares; 2024Q4: 6,933 shares; 2025Q1: 6,916 shares; 2025Q2: 6,735 shares; 2025Q3: 6,505 shares; 2025Q4: 6,505 shares; 2026Q1: 6,505 shares; 2026Q2: 6,090 shares 6,090 $411K 0.06% -415 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,836 shares; 2024Q4: 1,840 shares; 2025Q1: 1,797 shares; 2025Q2: 1,799 shares; 2025Q3: 1,800 shares; 2025Q4: 1,802 shares; 2026Q1: 1,804 shares; 2026Q2: 1,805 shares 1,805 $407K 0.06% +1 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $387K 0.06% new 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: 1,920 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,992 shares; 2025Q4: 1,985 shares; 2026Q1: 2,005 shares; 2026Q2: 2,011 shares 2,011 $382K 0.05% +6 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: 2,790 shares; 2024Q4: 11,171 shares; 2025Q1: 11,183 shares; 2025Q2: 11,194 shares; 2025Q3: 11,205 shares; 2025Q4: 11,224 shares; 2026Q1: 11,238 shares; 2026Q2: 11,249 shares 11,249 $381K 0.05% +11 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,062 shares; 2025Q3: 9,062 shares; 2025Q4: 15,162 shares; 2026Q1: 15,104 shares; 2026Q2: 15,046 shares 15,046 $380K 0.05% -58 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,526 shares; 2024Q4: 11,887 shares; 2025Q1: 11,874 shares; 2025Q2: 10,268 shares; 2025Q3: 9,527 shares; 2025Q4: 9,380 shares; 2026Q1: 8,647 shares; 2026Q2: 8,199 shares 8,199 $379K 0.05% -448 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 583 shares 583 $374K 0.05% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $371K 0.05% 0 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: 2,547 shares; 2024Q4: 1,903 shares; 2025Q1: 1,764 shares; 2025Q2: 2,465 shares; 2025Q3: 2,466 shares; 2025Q4: 2,468 shares; 2026Q1: 2,391 shares; 2026Q2: 2,349 shares 2,349 $371K 0.05% -42 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: 1,775 shares; 2026Q1: 2,549 shares; 2026Q2: 2,553 shares 2,553 $369K 0.05% +4 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,775 shares; 2024Q4: 5,775 shares; 2025Q1: 5,775 shares; 2025Q2: 5,775 shares; 2025Q3: 5,774 shares; 2025Q4: 6,718 shares; 2026Q1: 6,718 shares; 2026Q2: 6,718 shares 6,718 $364K 0.05% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 719 shares 719 $360K 0.05% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,460 shares; 2025Q1: 14,160 shares; 2025Q2: 13,860 shares; 2025Q3: 15,691 shares; 2025Q4: 16,739 shares; 2026Q1: 18,089 shares; 2026Q2: 18,089 shares 18,089 $346K 0.05% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 998 shares; 2026Q2: 998 shares 998 $342K 0.05% 0 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: 3,910 shares; 2024Q4: 3,787 shares; 2025Q1: 3,757 shares; 2025Q2: 3,767 shares; 2025Q3: 4,074 shares; 2025Q4: 3,619 shares; 2026Q1: 3,619 shares; 2026Q2: 3,541 shares 3,541 $341K 0.05% -78 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 771 shares 771 $333K 0.05% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,335 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,325 shares; 2026Q1: 14,325 shares; 2026Q2: 13,725 shares 13,725 $333K 0.05% -600 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,144 shares; 2025Q4: 5,072 shares; 2026Q1: 4,599 shares; 2026Q2: 4,249 shares 4,249 $329K 0.05% -350 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: not reported; 2024Q4: 2,695 shares; 2025Q1: 2,944 shares; 2025Q2: 3,236 shares; 2025Q3: 3,202 shares; 2025Q4: 2,769 shares; 2026Q1: 2,218 shares; 2026Q2: 2,220 shares 2,220 $325K 0.05% +2 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,704 shares; 2026Q1: 11,565 shares; 2026Q2: 12,734 shares 12,734 $318K 0.05% +1,169 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $309K 0.04% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 500 shares 500 $308K 0.04% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: 1,233 shares; 2025Q1: 1,192 shares; 2025Q2: 1,132 shares; 2025Q3: 1,126 shares; 2025Q4: 1,104 shares; 2026Q1: 1,105 shares; 2026Q2: 811 shares 811 $297K 0.04% -294 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: 1,660 shares; 2025Q3: 1,640 shares; 2025Q4: 1,625 shares; 2026Q1: 2,030 shares; 2026Q2: 2,530 shares 2,530 $295K 0.04% +500 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: 779 shares; 2026Q1: 769 shares; 2026Q2: 735 shares 735 $292K 0.04% -34 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,383 shares; 2024Q4: 3,409 shares; 2025Q1: 3,359 shares; 2025Q2: 3,451 shares; 2025Q3: 3,351 shares; 2025Q4: 3,326 shares; 2026Q1: 3,221 shares; 2026Q2: 3,163 shares 3,163 $290K 0.04% -58 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: not reported; 2024Q4: 7,946 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,270 shares; 2026Q1: 11,605 shares; 2026Q2: 11,605 shares 11,605 $279K 0.04% 0 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: 1,436 shares; 2024Q4: 1,639 shares; 2025Q1: 1,814 shares; 2025Q2: 1,818 shares; 2025Q3: 2,286 shares; 2025Q4: 2,259 shares; 2026Q1: 2,233 shares; 2026Q2: 1,894 shares 1,894 $278K 0.04% -339 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,617 shares 2,617 $269K 0.04% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,493 shares; 2024Q4: 2,493 shares; 2025Q1: 2,493 shares; 2025Q2: 2,265 shares; 2025Q3: 2,222 shares; 2025Q4: 2,222 shares; 2026Q1: 2,222 shares; 2026Q2: 2,222 shares 2,222 $265K 0.04% 0 Timeline IWC 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: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $260K 0.04% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,449 shares; 2026Q2: 3,449 shares 3,449 $260K 0.04% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,732 shares; 2026Q1: 3,562 shares; 2026Q2: 3,312 shares 3,312 $250K 0.04% -250 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: not reported; 2024Q4: 4,221 shares; 2025Q1: 3,730 shares; 2025Q2: 3,730 shares; 2025Q3: 3,714 shares; 2025Q4: 2,402 shares; 2026Q1: 2,102 shares; 2026Q2: 2,199 shares 2,199 $249K 0.04% +97 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: 2,437 shares; 2024Q4: 2,487 shares; 2025Q1: 2,542 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,903 shares; 2026Q1: 1,996 shares; 2026Q2: 1,868 shares 1,868 $240K 0.03% -128 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,394 shares; 2026Q1: 2,394 shares; 2026Q2: 2,394 shares 2,394 $235K 0.03% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,292 shares; 2024Q4: 1,282 shares; 2025Q1: 1,265 shares; 2025Q2: 1,351 shares; 2025Q3: 1,289 shares; 2025Q4: 342 shares; 2026Q1: 343 shares; 2026Q2: 341 shares 341 $234K 0.03% -2 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: 2,911 shares; 2024Q4: 2,556 shares; 2025Q1: 2,556 shares; 2025Q2: 1,895 shares; 2025Q3: 1,949 shares; 2025Q4: 1,839 shares; 2026Q1: 1,839 shares; 2026Q2: 1,839 shares 1,839 $233K 0.03% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 1,306 shares 1,306 $230K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 195 shares 195 $229K 0.03% new Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $229K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,041 shares; 2026Q1: 941 shares; 2026Q2: 841 shares 841 $227K 0.03% -100 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: 717 shares; 2024Q4: 493 shares; 2025Q1: 577 shares; 2025Q2: 558 shares; 2025Q3: 527 shares; 2025Q4: 482 shares; 2026Q1: not reported; 2026Q2: 2,605 shares 2,605 $224K 0.03% new 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: 1,736 shares; 2025Q1: 1,721 shares; 2025Q2: 1,846 shares; 2025Q3: 1,698 shares; 2025Q4: 1,207 shares; 2026Q1: 1,053 shares; 2026Q2: 1,000 shares 1,000 $224K 0.03% -53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,648 shares 2,648 $222K 0.03% new 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: 1,165 shares; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: 1,362 shares; 2026Q1: 1,306 shares; 2026Q2: 988 shares 988 $218K 0.03% -318 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares; 2026Q1: 1,290 shares; 2026Q2: 1,290 shares 1,290 $217K 0.03% 0 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: not reported; 2025Q4: 5,576 shares; 2026Q1: 4,506 shares; 2026Q2: 4,454 shares 4,454 $211K 0.03% -52 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,185 shares 4,185 $207K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 325 shares 325 $206K 0.03% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,509 shares; 2024Q4: 2,756 shares; 2025Q1: 2,756 shares; 2025Q2: 2,756 shares; 2025Q3: 2,756 shares; 2025Q4: 2,675 shares; 2026Q1: 2,632 shares; 2026Q2: 2,632 shares 2,632 $205K 0.03% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 1,011 shares; 2025Q4: 1,259 shares; 2026Q1: 1,073 shares; 2026Q2: 1,011 shares 1,011 $204K 0.03% -62 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: 2,711 shares; 2024Q4: 2,390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,781 shares; 2026Q2: 3,781 shares 3,781 $201K 0.03% 0 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: not reported; 2024Q4: 13,421 shares; 2025Q1: 13,436 shares; 2025Q2: 12,045 shares; 2025Q3: 10,577 shares; 2025Q4: 10,115 shares; 2026Q1: 10,116 shares; 2026Q2: 10,099 shares 10,099 $140K 0.02% -17 Timeline