IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,899 shares; 2024Q4: 69,534 shares; 2025Q1: 83,942 shares; 2025Q2: 105,415 shares; 2025Q3: 110,661 shares; 2025Q4: 128,570 shares; 2026Q1: 143,422 shares; 2026Q2: 132,328 shares 132,328 $99.1M 12.69% -11,094 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463,702 shares; 2024Q4: 518,525 shares; 2025Q1: 564,535 shares; 2025Q2: 494,921 shares; 2025Q3: 625,001 shares; 2025Q4: 641,876 shares; 2026Q1: 918,139 shares; 2026Q2: 965,274 shares 965,274 $48.9M 6.26% +47,135 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: 169,104 shares; 2024Q4: 165,857 shares; 2025Q1: 165,418 shares; 2025Q2: 168,213 shares; 2025Q3: 169,096 shares; 2025Q4: 166,114 shares; 2026Q1: 166,449 shares; 2026Q2: 162,027 shares 162,027 $32.4M 4.15% -4,422 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: 82,681 shares; 2024Q4: 82,290 shares; 2025Q1: 83,346 shares; 2025Q2: 82,741 shares; 2025Q3: 84,252 shares; 2025Q4: 82,941 shares; 2026Q1: 84,008 shares; 2026Q2: 80,376 shares 80,376 $28.4M 3.64% -3,632 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: 25,752 shares; 2024Q4: 51,047 shares; 2025Q1: 51,639 shares; 2025Q2: 52,492 shares; 2025Q3: 56,281 shares; 2025Q4: 57,927 shares; 2026Q1: 65,562 shares; 2026Q2: 61,314 shares 61,314 $20.9M 2.68% -4,248 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 86,703 shares; 2025Q1: 224,891 shares; 2025Q2: 377,121 shares; 2025Q3: 421,894 shares; 2025Q4: 466,939 shares; 2026Q1: 505,495 shares; 2026Q2: 470,430 shares 470,430 $20.6M 2.64% -35,065 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: 54,200 shares; 2024Q4: 53,159 shares; 2025Q1: 53,370 shares; 2025Q2: 54,459 shares; 2025Q3: 54,992 shares; 2025Q4: 54,519 shares; 2026Q1: 54,914 shares; 2026Q2: 49,757 shares 49,757 $18.8M 2.41% -5,157 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: 57,781 shares; 2024Q4: 57,467 shares; 2025Q1: 58,381 shares; 2025Q2: 62,023 shares; 2025Q3: 70,934 shares; 2025Q4: 74,194 shares; 2026Q1: 79,299 shares; 2026Q2: 75,704 shares 75,704 $18M 2.31% -3,595 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,570 shares; 2024Q4: 62,035 shares; 2025Q1: 62,731 shares; 2025Q2: 64,564 shares; 2025Q3: 67,091 shares; 2025Q4: 68,550 shares; 2026Q1: 72,334 shares; 2026Q2: 67,153 shares 67,153 $16.5M 2.12% -5,181 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: 56,066 shares; 2024Q4: 55,671 shares; 2025Q1: 55,653 shares; 2025Q2: 57,535 shares; 2025Q3: 58,204 shares; 2025Q4: 57,482 shares; 2026Q1: 58,200 shares; 2026Q2: 55,266 shares 55,266 $16M 2.05% -2,934 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: 31,546 shares; 2024Q4: 31,040 shares; 2025Q1: 31,791 shares; 2025Q2: 32,507 shares; 2025Q3: 35,931 shares; 2025Q4: 38,516 shares; 2026Q1: 44,877 shares; 2026Q2: 42,668 shares 42,668 $15.9M 2.04% -2,209 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,427 shares; 2024Q4: 211,457 shares; 2025Q1: 249,656 shares; 2025Q2: 259,653 shares; 2025Q3: 335,817 shares; 2025Q4: 351,297 shares; 2026Q1: 355,955 shares; 2026Q2: 345,999 shares 345,999 $15.6M 2% -9,956 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: 157,845 shares; 2024Q4: 169,322 shares; 2025Q1: 195,529 shares; 2025Q2: 151,370 shares; 2025Q3: 185,080 shares; 2025Q4: 193,633 shares; 2026Q1: 196,555 shares; 2026Q2: 197,193 shares 197,193 $15.6M 2% +638 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: 23,179 shares; 2024Q4: 23,124 shares; 2025Q1: 23,432 shares; 2025Q2: 24,236 shares; 2025Q3: 24,700 shares; 2025Q4: 27,018 shares; 2026Q1: 28,196 shares; 2026Q2: 26,742 shares 26,742 $15.1M 1.93% -1,454 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,281 shares; 2025Q1: 88,441 shares; 2025Q2: 100,450 shares; 2025Q3: 234,623 shares; 2025Q4: 247,077 shares; 2026Q1: 251,273 shares; 2026Q2: 254,628 shares 254,628 $13.3M 1.71% +3,355 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: 14,921 shares; 2024Q4: 14,751 shares; 2025Q1: 15,599 shares; 2025Q2: 20,440 shares; 2025Q3: 24,233 shares; 2025Q4: 26,577 shares; 2026Q1: 33,349 shares; 2026Q2: 30,746 shares 30,746 $12.8M 1.64% -2,603 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,110 shares; 2025Q2: 80,275 shares; 2025Q3: 82,958 shares; 2025Q4: 85,177 shares; 2026Q1: 87,929 shares; 2026Q2: 83,183 shares 83,183 $11.6M 1.49% -4,746 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,855 shares; 2025Q2: 9,736 shares; 2025Q3: 12,909 shares; 2025Q4: 13,288 shares; 2026Q1: 16,726 shares; 2026Q2: 15,119 shares 15,119 $11.5M 1.48% -1,607 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,611 shares; 2026Q1: 177,664 shares; 2026Q2: 220,569 shares 220,569 $11.3M 1.45% +42,905 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: 15,196 shares; 2024Q4: 14,997 shares; 2025Q1: 15,256 shares; 2025Q2: 15,941 shares; 2025Q3: 16,151 shares; 2025Q4: 12,614 shares; 2026Q1: 9,870 shares; 2026Q2: 9,263 shares 9,263 $10.9M 1.39% -607 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: 3,647 shares; 2024Q4: 5,958 shares; 2025Q1: 6,547 shares; 2025Q2: 7,037 shares; 2025Q3: 7,669 shares; 2025Q4: 7,626 shares; 2026Q1: 5,482 shares; 2026Q2: 5,133 shares 5,133 $10.2M 1.31% -349 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: 40,308 shares; 2024Q4: 39,951 shares; 2025Q1: 53,979 shares; 2025Q2: 54,630 shares; 2025Q3: 56,317 shares; 2025Q4: 56,538 shares; 2026Q1: 58,617 shares; 2026Q2: 56,351 shares 56,351 $9.94M 1.27% -2,266 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: 24,521 shares; 2024Q4: 24,250 shares; 2025Q1: 24,460 shares; 2025Q2: 25,348 shares; 2025Q3: 26,821 shares; 2025Q4: 27,808 shares; 2026Q1: 30,769 shares; 2026Q2: 28,761 shares 28,761 $9.87M 1.26% -2,008 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: 1,163 shares; 2024Q4: 5,257 shares; 2025Q1: 5,292 shares; 2025Q2: 5,914 shares; 2025Q3: 9,129 shares; 2025Q4: 9,152 shares; 2026Q1: 8,642 shares; 2026Q2: 8,080 shares 8,080 $9.69M 1.24% -562 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 243,270 shares; 2025Q3: 257,005 shares; 2025Q4: 266,540 shares; 2026Q1: 347,320 shares; 2026Q2: 363,936 shares 363,936 $9.16M 1.17% +16,616 Timeline MINO 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: not reported; 2025Q1: not reported; 2025Q2: 133,265 shares; 2025Q3: 139,975 shares; 2025Q4: 145,120 shares; 2026Q1: 188,799 shares; 2026Q2: 198,403 shares 198,403 $9.08M 1.16% +9,604 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: 208,191 shares; 2024Q4: 188,207 shares; 2025Q1: 150,063 shares; 2025Q2: 95,402 shares; 2025Q3: 67,950 shares; 2025Q4: 63,734 shares; 2026Q1: 63,103 shares; 2026Q2: 60,950 shares 60,950 $9.04M 1.16% -2,153 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: 33,997 shares; 2025Q2: 41,014 shares; 2025Q3: 42,410 shares; 2025Q4: 43,453 shares; 2026Q1: 44,751 shares; 2026Q2: 19,963 shares 19,963 $8.61M 1.1% -24,788 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: 104,121 shares; 2024Q4: 106,764 shares; 2025Q1: 109,890 shares; 2025Q2: 111,847 shares; 2025Q3: 116,315 shares; 2025Q4: 118,933 shares; 2026Q1: 126,125 shares; 2026Q2: 117,642 shares 117,642 $8.49M 1.09% -8,483 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,970 shares; 2025Q2: 38,659 shares; 2025Q3: 40,461 shares; 2025Q4: 40,012 shares; 2026Q1: 26,229 shares; 2026Q2: 18,614 shares 18,614 $8.07M 1.03% -7,615 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,767 shares; 2024Q4: 115,702 shares; 2025Q1: 114,900 shares; 2025Q2: 176,401 shares; 2025Q3: 150,941 shares; 2025Q4: 155,334 shares; 2026Q1: 155,921 shares; 2026Q2: 146,190 shares 146,190 $7.77M 1% -9,731 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,689 shares; 2024Q4: 10,910 shares; 2025Q1: 14,356 shares; 2025Q2: 15,371 shares; 2025Q3: 18,478 shares; 2025Q4: 21,457 shares; 2026Q1: 23,156 shares; 2026Q2: 19,486 shares 19,486 $7.54M 0.96% -3,670 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,107 shares; 2024Q4: 9,129 shares; 2025Q1: 13,662 shares; 2025Q2: 14,112 shares; 2025Q3: 14,763 shares; 2025Q4: 14,704 shares; 2026Q1: 11,024 shares; 2026Q2: 10,287 shares 10,287 $7.41M 0.95% -737 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,194 shares; 2024Q4: 57,788 shares; 2025Q1: 58,842 shares; 2025Q2: 60,546 shares; 2025Q3: 62,250 shares; 2025Q4: 62,744 shares; 2026Q1: 68,132 shares; 2026Q2: 64,599 shares 64,599 $6.91M 0.89% -3,533 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,361 shares; 2024Q4: 16,983 shares; 2025Q1: 17,062 shares; 2025Q2: 17,209 shares; 2025Q3: 17,788 shares; 2025Q4: 17,684 shares; 2026Q1: 17,683 shares; 2026Q2: 17,397 shares 17,397 $6.78M 0.87% -286 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: not reported; 2025Q3: 21,006 shares; 2025Q4: 26,826 shares; 2026Q1: 31,758 shares; 2026Q2: 33,155 shares 33,155 $6.65M 0.85% +1,397 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,250 shares; 2024Q4: 101,541 shares; 2025Q1: 103,879 shares; 2025Q2: 110,211 shares; 2025Q3: 114,522 shares; 2025Q4: 111,037 shares; 2026Q1: 101,876 shares; 2026Q2: 94,160 shares 94,160 $6.6M 0.84% -7,716 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 69,798 shares; 2026Q2: 65,364 shares 65,364 $6.59M 0.84% -4,434 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: 33,619 shares; 2024Q4: 34,082 shares; 2025Q1: 22,996 shares; 2025Q2: 20,357 shares; 2025Q3: 18,715 shares; 2025Q4: 19,256 shares; 2026Q1: 26,458 shares; 2026Q2: 24,947 shares 24,947 $6.34M 0.81% -1,511 Timeline FNDF 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: 5,815 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,470 shares; 2025Q3: 5,319 shares; 2025Q4: 6,726 shares; 2026Q1: 45,741 shares; 2026Q2: 115,232 shares 115,232 $6.08M 0.78% +69,491 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,522 shares; 2024Q4: 32,646 shares; 2025Q1: 34,353 shares; 2025Q2: 36,399 shares; 2025Q3: 38,681 shares; 2025Q4: 38,211 shares; 2026Q1: 35,777 shares; 2026Q2: 34,214 shares 34,214 $6.01M 0.77% -1,563 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: 156,621 shares; 2024Q4: 139,728 shares; 2025Q1: 139,303 shares; 2025Q2: 109,398 shares; 2025Q3: 99,450 shares; 2025Q4: 105,099 shares; 2026Q1: 110,369 shares; 2026Q2: 99,835 shares 99,835 $5.69M 0.73% -10,534 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: 23,892 shares; 2024Q4: 25,303 shares; 2025Q1: 25,817 shares; 2025Q2: 26,786 shares; 2025Q3: 27,649 shares; 2025Q4: 27,897 shares; 2026Q1: 29,524 shares; 2026Q2: 28,161 shares 28,161 $5.68M 0.73% -1,363 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,877 shares; 2024Q4: 8,679 shares; 2025Q1: 8,748 shares; 2025Q2: 7,275 shares; 2025Q3: 7,504 shares; 2025Q4: 78,787 shares; 2026Q1: 82,536 shares; 2026Q2: 78,976 shares 78,976 $5.64M 0.72% -3,560 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,491 shares 29,491 $5.59M 0.72% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,521 shares; 2025Q3: 5,018 shares; 2025Q4: 5,146 shares; 2026Q1: 5,814 shares; 2026Q2: 5,423 shares 5,423 $5.48M 0.7% -391 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,532 shares; 2026Q2: 31,440 shares 31,440 $5.34M 0.68% +7,908 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: 20,773 shares; 2024Q4: 20,410 shares; 2025Q1: 21,193 shares; 2025Q2: 22,125 shares; 2025Q3: 23,088 shares; 2025Q4: 23,946 shares; 2026Q1: 24,577 shares; 2026Q2: 23,974 shares 23,974 $5.29M 0.68% -603 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 2,414 shares; 2025Q1: 2,474 shares; 2025Q2: 2,533 shares; 2025Q3: 2,713 shares; 2025Q4: 2,807 shares; 2026Q1: 3,027 shares; 2026Q2: 3,046 shares 3,046 $5.17M 0.66% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,461 shares; 2025Q3: 11,181 shares; 2025Q4: 11,561 shares; 2026Q1: 15,069 shares; 2026Q2: 14,202 shares 14,202 $4.8M 0.62% -867 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,479 shares; 2024Q4: 81,629 shares; 2025Q1: 82,786 shares; 2025Q2: 89,472 shares; 2025Q3: 92,486 shares; 2025Q4: 73,549 shares; 2026Q1: 80,662 shares; 2026Q2: 77,540 shares 77,540 $4.73M 0.61% -3,122 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: 339 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,514 shares; 2025Q3: 4,768 shares; 2025Q4: 4,784 shares; 2026Q1: 4,829 shares; 2026Q2: 4,638 shares 4,638 $4.54M 0.58% -191 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,159 shares; 2024Q4: 20,667 shares; 2025Q1: 21,155 shares; 2025Q2: 21,395 shares; 2025Q3: 22,332 shares; 2025Q4: 21,952 shares; 2026Q1: 22,725 shares; 2026Q2: 21,310 shares 21,310 $4.45M 0.57% -1,415 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,897 shares; 2024Q4: 5,592 shares; 2025Q1: 5,689 shares; 2025Q2: 6,100 shares; 2025Q3: 6,450 shares; 2025Q4: 6,725 shares; 2026Q1: 8,078 shares; 2026Q2: 9,667 shares 9,667 $4.31M 0.55% +1,589 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 535 shares; 2025Q1: 542 shares; 2025Q2: 592 shares; 2025Q3: 601 shares; 2025Q4: 8,299 shares; 2026Q1: 8,895 shares; 2026Q2: 8,135 shares 8,135 $4.22M 0.54% -760 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,533 shares; 2024Q4: 55,331 shares; 2025Q1: 57,032 shares; 2025Q2: 59,122 shares; 2025Q3: 57,550 shares; 2025Q4: 53,785 shares; 2026Q1: 40,487 shares; 2026Q2: 39,552 shares 39,552 $3.93M 0.5% -935 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,581 shares; 2026Q2: 13,639 shares 13,639 $3.84M 0.49% +1,058 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,264 shares; 2025Q2: 8,494 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,241 shares 7,241 $3.83M 0.49% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204,798 shares; 2026Q2: 240,463 shares 240,463 $3.79M 0.48% +35,665 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,227 shares; 2026Q2: 40,827 shares 40,827 $3.77M 0.48% +3,600 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 11,969 shares; 2025Q3: 12,820 shares; 2025Q4: 12,797 shares; 2026Q1: 13,520 shares; 2026Q2: 7,178 shares 7,178 $3.6M 0.46% -6,342 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: 28,871 shares; 2024Q4: 28,573 shares; 2025Q1: 18,389 shares; 2025Q2: 20,800 shares; 2025Q3: 25,354 shares; 2025Q4: 29,363 shares; 2026Q1: 29,935 shares; 2026Q2: 28,229 shares 28,229 $3.57M 0.46% -1,706 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: 63,990 shares; 2024Q4: 48,760 shares; 2025Q1: 49,389 shares; 2025Q2: 51,146 shares; 2025Q3: 53,821 shares; 2025Q4: 53,899 shares; 2026Q1: 56,018 shares; 2026Q2: 42,740 shares 42,740 $3.53M 0.45% -13,278 Timeline TOST TOAST INC More: the full row for TOAST 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: 115,684 shares; 2026Q2: 126,948 shares 126,948 $3.53M 0.45% +11,264 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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: 17,153 shares; 2026Q2: 16,160 shares 16,160 $3.53M 0.45% -993 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,205 shares 16,205 $3.51M 0.45% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,689 shares 37,689 $3.42M 0.44% new Timeline VST VISTRA CORP More: the full row for VISTRA 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: 21,079 shares 21,079 $3.34M 0.43% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,111 shares; 2024Q4: 45,390 shares; 2025Q1: 38,563 shares; 2025Q2: 41,043 shares; 2025Q3: 50,287 shares; 2025Q4: 53,590 shares; 2026Q1: 76,643 shares; 2026Q2: 92,082 shares 92,082 $3.26M 0.42% +15,439 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,017 shares; 2026Q2: 56,189 shares 56,189 $3.24M 0.41% +3,172 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: 8,835 shares; 2024Q4: 8,991 shares; 2025Q1: 9,038 shares; 2025Q2: 9,328 shares; 2025Q3: 9,466 shares; 2025Q4: 9,567 shares; 2026Q1: 9,497 shares; 2026Q2: 9,178 shares 9,178 $3M 0.38% -319 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,794 shares; 2024Q4: 3,518 shares; 2025Q1: 3,995 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,434 shares; 2026Q1: 4,791 shares; 2026Q2: 4,765 shares 4,765 $2.97M 0.38% -26 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: 11,720 shares; 2025Q1: 11,720 shares; 2025Q2: 11,720 shares; 2025Q3: 11,747 shares; 2025Q4: 11,720 shares; 2026Q1: 11,720 shares; 2026Q2: 11,720 shares 11,720 $2.89M 0.37% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208,180 shares; 2025Q3: 103,930 shares; 2025Q4: 95,155 shares; 2026Q1: 91,680 shares; 2026Q2: 56,990 shares 56,990 $2.88M 0.37% -34,690 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,085 shares; 2024Q4: 43,178 shares; 2025Q1: 45,799 shares; 2025Q2: 47,643 shares; 2025Q3: 55,005 shares; 2025Q4: 56,488 shares; 2026Q1: 35,603 shares; 2026Q2: 32,609 shares 32,609 $2.67M 0.34% -2,994 Timeline SAP SAP SE More: the full row for SAP SE 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: 13,047 shares 13,047 $2.01M 0.26% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,783 shares; 2024Q4: 211,592 shares; 2025Q1: 208,922 shares; 2025Q2: 79,285 shares; 2025Q3: 77,485 shares; 2025Q4: 63,224 shares; 2026Q1: 19,950 shares; 2026Q2: 17,600 shares 17,600 $1.89M 0.24% -2,350 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: 35,000 shares; 2025Q3: 41,500 shares; 2025Q4: 14,500 shares; 2026Q1: 16,500 shares; 2026Q2: 32,500 shares 32,500 $1.64M 0.21% +16,000 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,014 shares; 2026Q2: 15,230 shares 15,230 $1.34M 0.17% +6,216 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: 5,079 shares; 2024Q4: 5,192 shares; 2025Q1: 5,187 shares; 2025Q2: 5,169 shares; 2025Q3: 5,175 shares; 2025Q4: 5,152 shares; 2026Q1: 5,108 shares; 2026Q2: 4,927 shares 4,927 $1.24M 0.16% -181 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: 19,756 shares; 2024Q4: 19,597 shares; 2025Q1: 13,171 shares; 2025Q2: 13,477 shares; 2025Q3: 18,578 shares; 2025Q4: 19,215 shares; 2026Q1: 21,413 shares; 2026Q2: 6,651 shares 6,651 $975K 0.12% -14,762 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: 2,874 shares; 2024Q4: 2,374 shares; 2025Q1: 2,374 shares; 2025Q2: 2,408 shares; 2025Q3: 2,368 shares; 2025Q4: 2,358 shares; 2026Q1: 2,401 shares; 2026Q2: 2,580 shares 2,580 $922K 0.12% +179 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 912 shares 912 $881K 0.11% +12 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: 26,061 shares; 2024Q4: 30,365 shares; 2025Q1: 31,046 shares; 2025Q2: 7,230 shares; 2025Q3: 6,679 shares; 2025Q4: 6,402 shares; 2026Q1: 6,087 shares; 2026Q2: 5,841 shares 5,841 $791K 0.1% -246 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: not reported; 2024Q4: 386 shares; 2025Q1: 641 shares; 2025Q2: 889 shares; 2025Q3: 889 shares; 2025Q4: 938 shares; 2026Q1: 964 shares; 2026Q2: 974 shares 974 $728K 0.09% +10 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: 731 shares; 2024Q4: 731 shares; 2025Q1: 729 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 708 shares; 2026Q1: 665 shares; 2026Q2: 675 shares 675 $631K 0.08% +10 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,812 shares; 2024Q4: 1,805 shares; 2025Q1: 1,780 shares; 2025Q2: 1,765 shares; 2025Q3: 1,786 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,690 shares 1,690 $596K 0.08% -25 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: 34,000 shares; 2024Q4: 33,500 shares; 2025Q1: 36,500 shares; 2025Q2: 32,000 shares; 2025Q3: 73,500 shares; 2025Q4: 73,500 shares; 2026Q1: 73,500 shares; 2026Q2: 30,500 shares 30,500 $583K 0.07% -43,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 566 shares; 2026Q1: 566 shares; 2026Q2: 477 shares 477 $508K 0.07% -89 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,451 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,339 shares; 2026Q1: 2,336 shares; 2026Q2: 2,336 shares 2,336 $497K 0.06% 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: 801 shares; 2024Q4: 707 shares; 2025Q1: 710 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 1,011 shares; 2026Q1: 956 shares; 2026Q2: 950 shares 950 $475K 0.06% -6 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,678 shares; 2024Q4: 2,778 shares; 2025Q1: 2,650 shares; 2025Q2: 3,026 shares; 2025Q3: 3,133 shares; 2025Q4: 3,155 shares; 2026Q1: 3,105 shares; 2026Q2: 3,120 shares 3,120 $473K 0.06% +15 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: 3,429 shares; 2024Q4: 13,716 shares; 2025Q1: 13,716 shares; 2025Q2: 13,716 shares; 2025Q3: 13,716 shares; 2025Q4: 13,716 shares; 2026Q1: 13,716 shares; 2026Q2: 13,716 shares 13,716 $464K 0.06% 0 Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,330 shares 10,330 $461K 0.06% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 1,640 shares; 2025Q1: 1,443 shares; 2025Q2: 1,418 shares; 2025Q3: 1,418 shares; 2025Q4: 1,418 shares; 2026Q1: 1,418 shares; 2026Q2: 1,484 shares 1,484 $446K 0.06% +66 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: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares; 2026Q2: 1,745 shares 1,745 $413K 0.05% +129 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: 3,033 shares; 2024Q4: 2,933 shares; 2025Q1: 2,938 shares; 2025Q2: 3,619 shares; 2025Q3: 3,616 shares; 2025Q4: 3,660 shares; 2026Q1: 3,343 shares; 2026Q2: 3,409 shares 3,409 $386K 0.05% +66 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,963 shares; 2025Q2: 4,702 shares; 2025Q3: 4,702 shares; 2025Q4: 4,702 shares; 2026Q1: 4,702 shares; 2026Q2: 4,702 shares 4,702 $343K 0.04% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478 shares; 2024Q4: 1,178 shares; 2025Q1: 1,162 shares; 2025Q2: 1,122 shares; 2025Q3: 1,145 shares; 2025Q4: 1,154 shares; 2026Q1: 1,124 shares; 2026Q2: 1,124 shares 1,124 $327K 0.04% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 916 shares; 2025Q2: 906 shares; 2025Q3: 914 shares; 2025Q4: 906 shares; 2026Q1: 906 shares; 2026Q2: 906 shares 906 $312K 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,734 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,485 shares; 2025Q4: 2,485 shares; 2026Q1: 2,485 shares; 2026Q2: 2,774 shares 2,774 $306K 0.04% +289 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: 451 shares; 2025Q2: 475 shares; 2025Q3: 484 shares; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 482 shares 482 $306K 0.04% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 370 shares; 2026Q1: 397 shares; 2026Q2: 397 shares 397 $292K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 3,955 shares; 2025Q2: 3,755 shares; 2025Q3: 3,215 shares; 2025Q4: 3,215 shares; 2026Q1: 3,215 shares; 2026Q2: 3,248 shares 3,248 $250K 0.03% +33 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: 3,903 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,903 shares; 2025Q3: 3,903 shares; 2025Q4: 3,903 shares; 2026Q1: 3,903 shares; 2026Q2: 3,909 shares 3,909 $238K 0.03% +6 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $234K 0.03% 0 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: 1,062 shares; 2024Q4: 1,037 shares; 2025Q1: 1,027 shares; 2025Q2: 1,012 shares; 2025Q3: 1,031 shares; 2025Q4: 1,031 shares; 2026Q1: 1,031 shares; 2026Q2: 1,031 shares 1,031 $233K 0.03% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,100 shares 4,100 $209K 0.03% new Timeline IDEV 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: 2,300 shares 2,300 $205K 0.03% new Timeline