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: 257,716 shares; 2024Q4: 553,349 shares; 2025Q1: 468,351 shares; 2025Q2: 399,129 shares; 2025Q3: 514,035 shares; 2025Q4: 697,117 shares; 2026Q1: 698,930 shares; 2026Q2: 697,932 shares 697,932 $19.3M 7.79% -998 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: 91,583 shares; 2024Q4: 368,316 shares; 2025Q1: 379,167 shares; 2025Q2: 336,226 shares; 2025Q3: 340,091 shares; 2025Q4: 334,413 shares; 2026Q1: 332,885 shares; 2026Q2: 324,691 shares 324,691 $11M 4.43% -8,194 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: 46,120 shares; 2024Q4: 45,498 shares; 2025Q1: 45,617 shares; 2025Q2: 45,090 shares; 2025Q3: 45,057 shares; 2025Q4: 44,694 shares; 2026Q1: 43,006 shares; 2026Q2: 42,660 shares 42,660 $10.7M 4.33% -346 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: 71,358 shares; 2024Q4: 75,998 shares; 2025Q1: 70,793 shares; 2025Q2: 71,149 shares; 2025Q3: 90,459 shares; 2025Q4: 107,027 shares; 2026Q1: 109,552 shares; 2026Q2: 100,579 shares 100,579 $10.4M 4.21% -8,973 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: 106,711 shares; 2024Q4: 221,972 shares; 2025Q1: 232,197 shares; 2025Q2: 218,789 shares; 2025Q3: 232,033 shares; 2025Q4: 239,028 shares; 2026Q1: 229,340 shares; 2026Q2: 210,019 shares 210,019 $9.86M 3.97% -19,321 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: 127,557 shares; 2024Q4: 395,345 shares; 2025Q1: 394,082 shares; 2025Q2: 342,440 shares; 2025Q3: 296,455 shares; 2025Q4: 258,571 shares; 2026Q1: 251,216 shares; 2026Q2: 247,603 shares 247,603 $9.13M 3.68% -3,613 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: 36,209 shares; 2024Q4: 36,432 shares; 2025Q1: 35,168 shares; 2025Q2: 33,055 shares; 2025Q3: 32,909 shares; 2025Q4: 32,080 shares; 2026Q1: 29,603 shares; 2026Q2: 28,766 shares 28,766 $8.32M 3.36% -837 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: 95,975 shares; 2024Q4: 285,947 shares; 2025Q1: 304,085 shares; 2025Q2: 267,073 shares; 2025Q3: 279,291 shares; 2025Q4: 274,898 shares; 2026Q1: 274,068 shares; 2026Q2: 272,838 shares 272,838 $8.03M 3.24% -1,230 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 91,072 shares; 2025Q1: 166,555 shares; 2025Q2: 158,248 shares; 2025Q3: 187,568 shares; 2025Q4: 224,982 shares; 2026Q1: 257,324 shares; 2026Q2: 286,937 shares 286,937 $7.61M 3.07% +29,613 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: 99,790 shares; 2024Q4: 113,098 shares; 2025Q1: 122,300 shares; 2025Q2: 107,243 shares; 2025Q3: 115,399 shares; 2025Q4: 117,348 shares; 2026Q1: 117,067 shares; 2026Q2: 119,427 shares 119,427 $7.26M 2.93% +2,360 Timeline IGF 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: 76,857 shares; 2026Q2: 106,725 shares 106,725 $7.11M 2.87% +29,868 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: 27,055 shares; 2024Q4: 27,056 shares; 2025Q1: 26,806 shares; 2025Q2: 23,461 shares; 2025Q3: 23,458 shares; 2025Q4: 22,761 shares; 2026Q1: 19,694 shares; 2026Q2: 18,917 shares 18,917 $6.76M 2.73% -777 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,499 shares; 2024Q4: 59,672 shares; 2025Q1: 61,868 shares; 2025Q2: 61,314 shares; 2025Q3: 87,655 shares; 2025Q4: 152,132 shares; 2026Q1: 128,648 shares; 2026Q2: 123,876 shares 123,876 $6.66M 2.69% -4,772 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: 13,873 shares; 2024Q4: 13,638 shares; 2025Q1: 13,812 shares; 2025Q2: 13,789 shares; 2025Q3: 13,247 shares; 2025Q4: 10,234 shares; 2026Q1: 9,933 shares; 2026Q2: 8,797 shares 8,797 $6.19M 2.49% -1,136 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: 116,767 shares; 2024Q4: 242,918 shares; 2025Q1: 247,029 shares; 2025Q2: 216,933 shares; 2025Q3: 189,534 shares; 2025Q4: 178,696 shares; 2026Q1: 176,628 shares; 2026Q2: 167,203 shares 167,203 $6.04M 2.44% -9,425 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: 39,869 shares; 2024Q4: 51,151 shares; 2025Q1: 53,688 shares; 2025Q2: 40,885 shares; 2025Q3: 43,550 shares; 2025Q4: 46,652 shares; 2026Q1: 51,219 shares; 2026Q2: 55,170 shares 55,170 $5.46M 2.2% +3,951 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: 6,721 shares; 2024Q4: 6,526 shares; 2025Q1: 6,139 shares; 2025Q2: 5,759 shares; 2025Q3: 5,580 shares; 2025Q4: 5,515 shares; 2026Q1: 5,126 shares; 2026Q2: 4,871 shares 4,871 $5.19M 2.09% -255 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: 18,837 shares; 2024Q4: 18,699 shares; 2025Q1: 18,337 shares; 2025Q2: 16,762 shares; 2025Q3: 16,662 shares; 2025Q4: 16,087 shares; 2026Q1: 15,497 shares; 2026Q2: 15,267 shares 15,267 $5M 2.01% -230 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: 62,443 shares; 2024Q4: 57,001 shares; 2025Q1: 59,937 shares; 2025Q2: 50,514 shares; 2025Q3: 54,216 shares; 2025Q4: 56,092 shares; 2026Q1: 57,210 shares; 2026Q2: 60,964 shares 60,964 $4.82M 1.94% +3,754 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,832 shares; 2024Q4: 59,429 shares; 2025Q1: 67,137 shares; 2025Q2: 60,025 shares; 2025Q3: 61,891 shares; 2025Q4: 61,966 shares; 2026Q1: 59,711 shares; 2026Q2: 63,332 shares 63,332 $4.28M 1.73% +3,621 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: 14,436 shares; 2024Q4: 14,415 shares; 2025Q1: 14,429 shares; 2025Q2: 13,021 shares; 2025Q3: 12,905 shares; 2025Q4: 12,400 shares; 2026Q1: 11,654 shares; 2026Q2: 11,232 shares 11,232 $4.19M 1.69% -422 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: 48,096 shares; 2024Q4: 47,155 shares; 2025Q1: 47,381 shares; 2025Q2: 47,336 shares; 2025Q3: 47,022 shares; 2025Q4: 46,641 shares; 2026Q1: 44,743 shares; 2026Q2: 44,225 shares 44,225 $4.01M 1.62% -518 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: 30,665 shares; 2024Q4: 30,951 shares; 2025Q1: 32,701 shares; 2025Q2: 32,148 shares; 2025Q3: 34,235 shares; 2025Q4: 69,490 shares; 2026Q1: 71,110 shares; 2026Q2: 66,972 shares 66,972 $4M 1.61% -4,138 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: 5,285 shares; 2024Q4: 5,234 shares; 2025Q1: 5,038 shares; 2025Q2: 4,492 shares; 2025Q3: 4,521 shares; 2025Q4: 4,517 shares; 2026Q1: 4,090 shares; 2026Q2: 4,163 shares 4,163 $3.89M 1.57% +73 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: 11,974 shares; 2024Q4: 12,101 shares; 2025Q1: 12,226 shares; 2025Q2: 11,417 shares; 2025Q3: 11,460 shares; 2025Q4: 11,411 shares; 2026Q1: 11,022 shares; 2026Q2: 10,940 shares 10,940 $3.44M 1.39% -82 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: 5,847 shares; 2024Q4: 6,046 shares; 2025Q1: 5,771 shares; 2025Q2: 5,521 shares; 2025Q3: 5,246 shares; 2025Q4: 5,246 shares; 2026Q1: 5,096 shares; 2026Q2: 4,721 shares 4,721 $3.41M 1.38% -375 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: 10,400 shares; 2024Q4: 10,688 shares; 2025Q1: 10,638 shares; 2025Q2: 10,013 shares; 2025Q3: 10,035 shares; 2025Q4: 9,974 shares; 2026Q1: 9,507 shares; 2026Q2: 9,852 shares 9,852 $3.38M 1.36% +345 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: 12,716 shares; 2024Q4: 12,434 shares; 2025Q1: 12,398 shares; 2025Q2: 12,221 shares; 2025Q3: 11,945 shares; 2025Q4: 11,947 shares; 2026Q1: 11,909 shares; 2026Q2: 11,129 shares 11,129 $3.34M 1.35% -780 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: 5,486 shares; 2024Q4: 5,291 shares; 2025Q1: 5,197 shares; 2025Q2: 5,113 shares; 2025Q3: 5,084 shares; 2025Q4: 5,095 shares; 2026Q1: 5,025 shares; 2026Q2: 4,256 shares 4,256 $3.19M 1.29% -769 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: 22,588 shares; 2024Q4: 22,659 shares; 2025Q1: 23,107 shares; 2025Q2: 22,572 shares; 2025Q3: 22,807 shares; 2025Q4: 22,647 shares; 2026Q1: 21,482 shares; 2026Q2: 20,795 shares 20,795 $3.15M 1.27% -687 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,447 shares; 2026Q1: 32,043 shares; 2026Q2: 35,485 shares 35,485 $2.94M 1.19% +3,442 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: 47,933 shares; 2024Q4: 46,762 shares; 2025Q1: 46,189 shares; 2025Q2: 46,157 shares; 2025Q3: 42,888 shares; 2025Q4: 40,647 shares; 2026Q1: 39,227 shares; 2026Q2: 37,771 shares 37,771 $2.91M 1.17% -1,456 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: 43,286 shares; 2024Q4: 126,763 shares; 2025Q1: 124,232 shares; 2025Q2: 105,142 shares; 2025Q3: 104,611 shares; 2025Q4: 104,919 shares; 2026Q1: 99,608 shares; 2026Q2: 79,777 shares 79,777 $2.78M 1.12% -19,831 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: 1,327 shares; 2024Q4: 1,886 shares; 2025Q1: 2,063 shares; 2025Q2: 2,188 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares; 2026Q1: 2,191 shares; 2026Q2: 2,143 shares 2,143 $2.57M 1.04% -48 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: 2,649 shares; 2024Q4: 6,914 shares; 2025Q1: 7,185 shares; 2025Q2: 7,365 shares; 2025Q3: 7,560 shares; 2025Q4: 7,515 shares; 2026Q1: 7,410 shares; 2026Q2: 6,935 shares 6,935 $2.36M 0.95% -475 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: 15,360 shares; 2024Q4: 14,958 shares; 2025Q1: 15,415 shares; 2025Q2: 13,296 shares; 2025Q3: 14,074 shares; 2025Q4: 13,765 shares; 2026Q1: 13,901 shares; 2026Q2: 13,577 shares 13,577 $2.25M 0.91% -324 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: 17,122 shares; 2024Q4: 17,129 shares; 2025Q1: 17,770 shares; 2025Q2: 17,070 shares; 2025Q3: 16,777 shares; 2025Q4: 16,263 shares; 2026Q1: 15,648 shares; 2026Q2: 15,134 shares 15,134 $2.22M 0.89% -514 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: 12,961 shares; 2024Q4: 13,080 shares; 2025Q1: 13,826 shares; 2025Q2: 13,483 shares; 2025Q3: 13,726 shares; 2025Q4: 13,013 shares; 2026Q1: 13,957 shares; 2026Q2: 15,062 shares 15,062 $2.21M 0.89% +1,105 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: 14,120 shares; 2024Q4: 14,048 shares; 2025Q1: 13,964 shares; 2025Q2: 13,966 shares; 2025Q3: 13,268 shares; 2025Q4: 12,366 shares; 2026Q1: 12,311 shares; 2026Q2: 12,313 shares 12,313 $1.83M 0.74% +2 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: 6,985 shares; 2024Q4: 6,940 shares; 2025Q1: 6,855 shares; 2025Q2: 6,469 shares; 2025Q3: 6,468 shares; 2025Q4: 6,468 shares; 2026Q1: 6,068 shares; 2026Q2: 6,105 shares 6,105 $1.65M 0.67% +37 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,628 shares; 2024Q4: 2,813 shares; 2025Q1: 2,871 shares; 2025Q2: 2,576 shares; 2025Q3: 2,565 shares; 2025Q4: 2,560 shares; 2026Q1: 2,483 shares; 2026Q2: 2,343 shares 2,343 $1.32M 0.53% -140 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: 8,694 shares; 2024Q4: 6,347 shares; 2025Q1: 6,430 shares; 2025Q2: 6,076 shares; 2025Q3: 4,676 shares; 2025Q4: 4,201 shares; 2026Q1: 4,760 shares; 2026Q2: 4,582 shares 4,582 $1.16M 0.47% -178 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: 4,634 shares; 2024Q4: 6,081 shares; 2025Q1: 4,314 shares; 2025Q2: 4,296 shares; 2025Q3: 4,296 shares; 2025Q4: 4,286 shares; 2026Q1: 4,207 shares; 2026Q2: 3,972 shares 3,972 $1.12M 0.45% -235 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: 13,764 shares; 2024Q4: 9,914 shares; 2025Q1: 11,355 shares; 2025Q2: 11,695 shares; 2025Q3: 12,265 shares; 2025Q4: 12,240 shares; 2026Q1: 12,225 shares; 2026Q2: 11,775 shares 11,775 $1.09M 0.44% -450 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: 2,282 shares; 2024Q4: 9,234 shares; 2025Q1: 3,658 shares; 2025Q2: 1,612 shares; 2025Q3: 1,612 shares; 2025Q4: 6,759 shares; 2026Q1: 6,759 shares; 2026Q2: 6,759 shares 6,759 $1.03M 0.42% 0 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: 5,180 shares; 2024Q4: 7,371 shares; 2025Q1: 8,772 shares; 2025Q2: 5,342 shares; 2025Q3: 5,897 shares; 2025Q4: 5,897 shares; 2026Q1: 5,282 shares; 2026Q2: 4,884 shares 4,884 $977K 0.39% -398 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: 4,160 shares; 2024Q4: 4,091 shares; 2025Q1: 4,747 shares; 2025Q2: 4,539 shares; 2025Q3: 4,539 shares; 2025Q4: 4,541 shares; 2026Q1: 4,462 shares; 2026Q2: 4,339 shares 4,339 $957K 0.39% -123 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: 1,670 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: 1,365 shares; 2026Q2: 1,275 shares 1,275 $909K 0.37% -90 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: 13,108 shares; 2024Q4: 13,076 shares; 2025Q1: 12,500 shares; 2025Q2: 11,074 shares; 2025Q3: 11,770 shares; 2025Q4: 11,305 shares; 2026Q1: 11,415 shares; 2026Q2: 11,079 shares 11,079 $900K 0.36% -336 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: 8,933 shares; 2024Q4: 14,945 shares; 2025Q1: 8,777 shares; 2025Q2: 7,911 shares; 2025Q3: 7,405 shares; 2025Q4: 6,986 shares; 2026Q1: 6,962 shares; 2026Q2: 6,262 shares 6,262 $856K 0.35% -700 Timeline DTCR 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: 17,914 shares; 2025Q2: 16,899 shares; 2025Q3: 27,351 shares; 2025Q4: 30,676 shares; 2026Q1: 33,087 shares; 2026Q2: 26,817 shares 26,817 $814K 0.33% -6,270 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: 4,294 shares; 2024Q4: 4,186 shares; 2025Q1: 4,086 shares; 2025Q2: 3,861 shares; 2025Q3: 3,836 shares; 2025Q4: 3,441 shares; 2026Q1: 2,316 shares; 2026Q2: 2,271 shares 2,271 $802K 0.32% -45 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: 6,542 shares; 2024Q4: 6,949 shares; 2025Q1: 7,119 shares; 2025Q2: 6,904 shares; 2025Q3: 6,915 shares; 2025Q4: 6,831 shares; 2026Q1: 6,253 shares; 2026Q2: 4,579 shares 4,579 $717K 0.29% -1,674 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,427 shares; 2024Q4: 8,809 shares; 2025Q1: 8,743 shares; 2025Q2: 4,968 shares; 2025Q3: 3,825 shares; 2025Q4: 4,492 shares; 2026Q1: 6,766 shares; 2026Q2: 7,593 shares 7,593 $700K 0.28% +827 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: 5,492 shares; 2024Q4: 5,728 shares; 2025Q1: 5,558 shares; 2025Q2: 3,283 shares; 2025Q3: 3,284 shares; 2025Q4: 3,184 shares; 2026Q1: 3,164 shares; 2026Q2: 2,863 shares 2,863 $682K 0.28% -301 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: 2,955 shares 2,955 $662K 0.27% 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: 2,866 shares 2,866 $634K 0.26% new 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: 8,976 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,524 shares 4,524 $632K 0.25% new 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: 980 shares; 2024Q4: 980 shares; 2025Q1: 1,322 shares; 2025Q2: 1,702 shares; 2025Q3: 1,817 shares; 2025Q4: 1,817 shares; 2026Q1: 1,947 shares; 2026Q2: 1,812 shares 1,812 $613K 0.25% -135 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: 6,615 shares; 2024Q4: 6,430 shares; 2025Q1: 7,297 shares; 2025Q2: 6,846 shares; 2025Q3: 5,807 shares; 2025Q4: 4,462 shares; 2026Q1: 4,294 shares; 2026Q2: 4,096 shares 4,096 $555K 0.22% -198 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: 6,041 shares; 2024Q4: 5,846 shares; 2025Q1: 5,846 shares; 2025Q2: 5,845 shares; 2025Q3: 5,815 shares; 2025Q4: 2,795 shares; 2026Q1: 2,739 shares; 2026Q2: 2,190 shares 2,190 $532K 0.21% -549 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: 733 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 735 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $530K 0.21% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,174 shares; 2024Q4: 5,444 shares; 2025Q1: 5,144 shares; 2025Q2: 3,527 shares; 2025Q3: 3,577 shares; 2025Q4: 3,577 shares; 2026Q1: 4,152 shares; 2026Q2: 4,577 shares 4,577 $518K 0.21% +425 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: 3,459 shares; 2024Q4: 3,418 shares; 2025Q1: 3,335 shares; 2025Q2: 3,200 shares; 2025Q3: 3,039 shares; 2025Q4: 3,039 shares; 2026Q1: 2,819 shares; 2026Q2: 2,635 shares 2,635 $502K 0.2% -184 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 3,407 shares; 2026Q1: 3,407 shares; 2026Q2: 3,407 shares 3,407 $500K 0.2% 0 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: 1,303 shares; 2024Q4: 1,281 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,140 shares; 2025Q4: 1,080 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $460K 0.19% 0 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: 507 shares; 2025Q1: 507 shares; 2025Q2: 457 shares; 2025Q3: 459 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 448 shares 448 $431K 0.17% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,500 shares 4,500 $414K 0.17% new 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: 1,248 shares; 2024Q4: 1,210 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 1,175 shares; 2026Q1: 1,324 shares; 2026Q2: 1,172 shares 1,172 $413K 0.17% -152 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,381 shares; 2025Q3: 6,806 shares; 2025Q4: 4,860 shares; 2026Q1: 4,861 shares; 2026Q2: 8,099 shares 8,099 $410K 0.17% +3,238 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: 6,350 shares; 2025Q2: 4,181 shares; 2025Q3: 4,316 shares; 2025Q4: 4,181 shares; 2026Q1: 4,181 shares; 2026Q2: 3,431 shares 3,431 $400K 0.16% -750 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,006 shares; 2024Q4: 6,506 shares; 2025Q1: 6,800 shares; 2025Q2: 6,350 shares; 2025Q3: 5,100 shares; 2025Q4: 4,350 shares; 2026Q1: 4,250 shares; 2026Q2: 4,250 shares 4,250 $388K 0.16% 0 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: 9,858 shares; 2024Q4: 9,175 shares; 2025Q1: 7,875 shares; 2025Q2: 6,775 shares; 2025Q3: 7,301 shares; 2025Q4: 7,301 shares; 2026Q1: 7,301 shares; 2026Q2: 6,676 shares 6,676 $380K 0.15% -625 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares; 2026Q2: 3,120 shares 3,120 $364K 0.15% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,570 shares; 2026Q1: 2,572 shares; 2026Q2: 2,573 shares 2,573 $326K 0.13% +1 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 282 shares 282 $319K 0.13% -128 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 840 shares 840 $314K 0.13% 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: 1,181 shares; 2024Q4: 571 shares; 2025Q1: 550 shares; 2025Q2: 450 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 395 shares; 2026Q2: 495 shares 495 $314K 0.13% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,010 shares 1,010 $305K 0.12% new 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: 3,791 shares; 2024Q4: 3,586 shares; 2025Q1: 3,586 shares; 2025Q2: 3,586 shares; 2025Q3: 3,586 shares; 2025Q4: 3,586 shares; 2026Q1: 3,586 shares; 2026Q2: 3,586 shares 3,586 $294K 0.12% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,600 shares; 2025Q2: 1,447 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares; 2026Q2: 1,144 shares 1,144 $292K 0.12% -100 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,800 shares 2,800 $269K 0.11% 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: 3,885 shares; 2026Q1: 3,885 shares; 2026Q2: 3,891 shares 3,891 $266K 0.11% +6 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: not reported; 2024Q4: 534 shares; 2025Q1: 641 shares; 2025Q2: 596 shares; 2025Q3: 579 shares; 2025Q4: 465 shares; 2026Q1: 406 shares; 2026Q2: 377 shares 377 $259K 0.1% -29 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: 11,102 shares; 2024Q4: 8,345 shares; 2025Q1: 6,895 shares; 2025Q2: 4,078 shares; 2025Q3: 3,603 shares; 2025Q4: 2,778 shares; 2026Q1: not reported; 2026Q2: 2,193 shares 2,193 $258K 0.1% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,893 shares; 2024Q4: 14,868 shares; 2025Q1: 13,758 shares; 2025Q2: 9,259 shares; 2025Q3: 9,259 shares; 2025Q4: 10,531 shares; 2026Q1: 10,601 shares; 2026Q2: 7,066 shares 7,066 $256K 0.1% -3,535 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,784 shares; 2024Q4: 6,911 shares; 2025Q1: 6,222 shares; 2025Q2: 4,628 shares; 2025Q3: 4,131 shares; 2025Q4: 2,422 shares; 2026Q1: 2,697 shares; 2026Q2: 2,442 shares 2,442 $254K 0.1% -255 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272 shares; 2026Q2: 255 shares 255 $249K 0.1% -17 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: 1,639 shares; 2024Q4: 1,052 shares; 2025Q1: 1,004 shares; 2025Q2: 792 shares; 2025Q3: 702 shares; 2025Q4: 647 shares; 2026Q1: not reported; 2026Q2: 582 shares 582 $245K 0.1% 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: 203 shares 203 $238K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183 shares 183 $211K 0.09% new Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND 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: 8,120 shares 8,120 $210K 0.08% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,488 shares; 2026Q2: 7,491 shares 7,491 $205K 0.08% +6,003 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,848 shares; 2026Q2: 1,848 shares 1,848 $204K 0.08% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,275 shares; 2024Q4: 3,620 shares; 2025Q1: 3,620 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $203K 0.08% new 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: 983 shares; 2024Q4: not reported; 2025Q1: 690 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: 610 shares; 2026Q2: 560 shares 560 $203K 0.08% -50 Timeline