IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,132 shares; 2024Q4: 33,543 shares; 2025Q1: 34,971 shares; 2025Q2: 35,801 shares; 2025Q3: 45,703 shares; 2025Q4: 50,906 shares; 2026Q1: 54,723 shares; 2026Q2: 56,128 shares 56,128 $42M 9.16% +1,405 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: 42,941 shares; 2024Q4: 42,226 shares; 2025Q1: 42,740 shares; 2025Q2: 42,840 shares; 2025Q3: 41,555 shares; 2025Q4: 39,666 shares; 2026Q1: 38,021 shares; 2026Q2: 37,866 shares 37,866 $40.3M 8.78% -155 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: 111,726 shares; 2024Q4: 107,350 shares; 2025Q1: 107,551 shares; 2025Q2: 107,234 shares; 2025Q3: 105,654 shares; 2025Q4: 102,236 shares; 2026Q1: 99,860 shares; 2026Q2: 102,071 shares 102,071 $29.5M 6.43% +2,211 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: 87,434 shares; 2024Q4: 86,672 shares; 2025Q1: 87,964 shares; 2025Q2: 87,653 shares; 2025Q3: 84,623 shares; 2025Q4: 79,464 shares; 2026Q1: 76,023 shares; 2026Q2: 77,460 shares 77,460 $27.7M 6.03% +1,437 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: 3,281 shares; 2024Q4: 3,594 shares; 2025Q1: 3,724 shares; 2025Q2: 9,892 shares; 2025Q3: 98,779 shares; 2025Q4: 121,921 shares; 2026Q1: 141,303 shares; 2026Q2: 860,904 shares 860,904 $23.6M 5.14% +719,601 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: 25,407 shares; 2024Q4: 25,148 shares; 2025Q1: 25,371 shares; 2025Q2: 25,379 shares; 2025Q3: 24,460 shares; 2025Q4: 23,598 shares; 2026Q1: 22,703 shares; 2026Q2: 22,782 shares 22,782 $23M 5.02% +79 Timeline ACWX 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: 8,674 shares; 2025Q2: 25,460 shares; 2025Q3: 183,958 shares; 2025Q4: 226,820 shares; 2026Q1: 264,329 shares; 2026Q2: 284,196 shares 284,196 $21.6M 4.71% +19,867 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,571 shares; 2024Q4: 18,552 shares; 2025Q1: 24,394 shares; 2025Q2: 36,604 shares; 2025Q3: 177,203 shares; 2025Q4: 220,509 shares; 2026Q1: 250,666 shares; 2026Q2: 264,081 shares 264,081 $20M 4.36% +13,415 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: 165,040 shares; 2024Q4: 162,407 shares; 2025Q1: 164,168 shares; 2025Q2: 163,654 shares; 2025Q3: 159,511 shares; 2025Q4: 155,199 shares; 2026Q1: 152,412 shares; 2026Q2: 154,500 shares 154,500 $17.5M 3.81% +2,088 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,211 shares; 2024Q4: 3,955 shares; 2025Q1: 3,420 shares; 2025Q2: 5,703 shares; 2025Q3: 38,270 shares; 2025Q4: 48,958 shares; 2026Q1: 55,975 shares; 2026Q2: 59,374 shares 59,374 $17.3M 3.76% +3,399 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,127 shares; 2024Q4: 68,764 shares; 2025Q1: 69,985 shares; 2025Q2: 69,874 shares; 2025Q3: 69,975 shares; 2025Q4: 69,961 shares; 2026Q1: 70,283 shares; 2026Q2: 71,452 shares 71,452 $15.9M 3.47% +1,169 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: 36,084 shares; 2024Q4: 35,693 shares; 2025Q1: 36,013 shares; 2025Q2: 35,983 shares; 2025Q3: 28,475 shares; 2025Q4: 24,025 shares; 2026Q1: 20,601 shares; 2026Q2: 20,092 shares 20,092 $14.3M 3.12% -509 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: 38,448 shares; 2024Q4: 38,249 shares; 2025Q1: 39,181 shares; 2025Q2: 39,298 shares; 2025Q3: 41,789 shares; 2025Q4: 43,162 shares; 2026Q1: 44,235 shares; 2026Q2: 44,823 shares 44,823 $12.1M 2.64% +588 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: 18,563 shares; 2024Q4: 18,765 shares; 2025Q1: 19,824 shares; 2025Q2: 19,758 shares; 2025Q3: 21,625 shares; 2025Q4: 22,455 shares; 2026Q1: 24,107 shares; 2026Q2: 25,928 shares 25,928 $9.67M 2.11% +1,821 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: 50,152 shares; 2024Q4: 47,715 shares; 2025Q1: 48,688 shares; 2025Q2: 48,996 shares; 2025Q3: 37,153 shares; 2025Q4: 31,611 shares; 2026Q1: 27,594 shares; 2026Q2: 27,778 shares 27,778 $7.05M 1.54% +184 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: 139,906 shares; 2024Q4: 139,289 shares; 2025Q1: 144,421 shares; 2025Q2: 142,920 shares; 2025Q3: 109,899 shares; 2025Q4: 92,863 shares; 2026Q1: 80,636 shares; 2026Q2: 79,539 shares 79,539 $6.46M 1.41% -1,097 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,609 shares; 2024Q4: 55,136 shares; 2025Q1: 56,648 shares; 2025Q2: 56,666 shares; 2025Q3: 42,942 shares; 2025Q4: 35,333 shares; 2026Q1: 30,316 shares; 2026Q2: 29,557 shares 29,557 $6.26M 1.36% -759 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,090 shares; 2024Q4: 42,049 shares; 2025Q1: 43,117 shares; 2025Q2: 44,098 shares; 2025Q3: 41,138 shares; 2025Q4: 39,296 shares; 2026Q1: 40,228 shares; 2026Q2: 39,737 shares 39,737 $6.24M 1.36% -491 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: 19,303 shares; 2024Q4: 19,644 shares; 2025Q1: 20,383 shares; 2025Q2: 20,597 shares; 2025Q3: 27,627 shares; 2025Q4: 38,580 shares; 2026Q1: 49,820 shares; 2026Q2: 62,545 shares 62,545 $6.19M 1.35% +12,725 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: 62,899 shares; 2024Q4: 62,737 shares; 2025Q1: 64,290 shares; 2025Q2: 64,510 shares; 2025Q3: 50,480 shares; 2025Q4: 42,137 shares; 2026Q1: 35,725 shares; 2026Q2: 34,884 shares 34,884 $5.12M 1.11% -841 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 492 shares; 2026Q2: 38,168 shares 38,168 $4.74M 1.03% +37,676 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,235 shares; 2024Q4: 68,225 shares; 2025Q1: 68,225 shares; 2025Q2: 68,225 shares; 2025Q3: 68,225 shares; 2025Q4: 68,225 shares; 2026Q1: 68,225 shares; 2026Q2: 68,225 shares 68,225 $4.74M 1.03% 0 Timeline GVI 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: 2,431 shares; 2026Q1: 13,987 shares; 2026Q2: 40,794 shares 40,794 $4.33M 0.94% +26,807 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,413 shares 15,413 $3.74M 0.81% 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: 30,308 shares; 2024Q4: 30,486 shares; 2025Q1: 31,916 shares; 2025Q2: 32,458 shares; 2025Q3: 22,692 shares; 2025Q4: 18,520 shares; 2026Q1: 16,441 shares; 2026Q2: 15,909 shares 15,909 $3.51M 0.76% -532 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,628 shares; 2024Q4: 78,850 shares; 2025Q1: 75,336 shares; 2025Q2: 72,714 shares; 2025Q3: 72,911 shares; 2025Q4: 73,075 shares; 2026Q1: 73,256 shares; 2026Q2: 71,167 shares 71,167 $3.16M 0.69% -2,089 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,201 shares; 2026Q2: 71,859 shares 71,859 $2.98M 0.65% +51,658 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,039 shares; 2024Q4: 22,039 shares; 2025Q1: 29,541 shares; 2025Q2: 31,278 shares; 2025Q3: 31,818 shares; 2025Q4: 32,273 shares; 2026Q1: 33,203 shares; 2026Q2: 34,843 shares 34,843 $2.95M 0.64% +1,640 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,273 shares; 2026Q2: 19,829 shares 19,829 $2.94M 0.64% +14,556 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,994 shares; 2024Q4: 111,594 shares; 2025Q1: 115,723 shares; 2025Q2: 116,253 shares; 2025Q3: 83,702 shares; 2025Q4: 60,069 shares; 2026Q1: 49,255 shares; 2026Q2: 45,845 shares 45,845 $2.88M 0.63% -3,410 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,832 shares; 2024Q4: 162,228 shares; 2025Q1: 163,869 shares; 2025Q2: 165,605 shares; 2025Q3: 71,447 shares; 2025Q4: 64,886 shares; 2026Q1: 62,369 shares; 2026Q2: 57,670 shares 57,670 $2.76M 0.6% -4,699 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,409 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,921 shares; 2025Q3: 11,899 shares; 2025Q4: 95,171 shares; 2026Q1: 99,848 shares; 2026Q2: 101,618 shares 101,618 $2.6M 0.57% +1,770 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,634 shares; 2024Q4: 56,389 shares; 2025Q1: 76,925 shares; 2025Q2: 80,088 shares; 2025Q3: 82,104 shares; 2025Q4: 93,331 shares; 2026Q1: 98,046 shares; 2026Q2: 99,822 shares 99,822 $2.54M 0.55% +1,776 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: 9,565 shares; 2024Q4: 9,582 shares; 2025Q1: 9,289 shares; 2025Q2: 9,372 shares; 2025Q3: 9,498 shares; 2025Q4: 9,321 shares; 2026Q1: 8,905 shares; 2026Q2: 11,822 shares 11,822 $2.37M 0.52% +2,917 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,359 shares; 2024Q4: 64,394 shares; 2025Q1: 94,706 shares; 2025Q2: 97,835 shares; 2025Q3: 98,810 shares; 2025Q4: 102,050 shares; 2026Q1: 90,163 shares; 2026Q2: 90,163 shares 90,163 $2.31M 0.5% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,255 shares 28,255 $2.18M 0.47% 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: 22,314 shares 22,314 $1.99M 0.43% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,230 shares; 2026Q2: 39,032 shares 39,032 $1.98M 0.43% +15,802 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: 64,026 shares; 2024Q4: 61,091 shares; 2025Q1: 63,494 shares; 2025Q2: 62,994 shares; 2025Q3: 35,945 shares; 2025Q4: 25,858 shares; 2026Q1: 20,377 shares; 2026Q2: 19,030 shares 19,030 $1.83M 0.4% -1,347 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: 6,509 shares; 2024Q4: 7,009 shares; 2025Q1: 7,009 shares; 2025Q2: 7,011 shares; 2025Q3: 7,011 shares; 2025Q4: 6,656 shares; 2026Q1: 6,611 shares; 2026Q2: 7,307 shares 7,307 $1.74M 0.38% +696 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,416 shares; 2024Q4: 38,079 shares; 2025Q1: 39,021 shares; 2025Q2: 39,326 shares; 2025Q3: 26,925 shares; 2025Q4: 20,907 shares; 2026Q1: 16,767 shares; 2026Q2: 13,565 shares 13,565 $1.69M 0.37% -3,202 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: not reported; 2024Q4: 2,667 shares; 2025Q1: 4,417 shares; 2025Q2: 4,451 shares; 2025Q3: 4,150 shares; 2025Q4: 4,769 shares; 2026Q1: 7,727 shares; 2026Q2: 7,888 shares 7,888 $1.68M 0.37% +161 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,767 shares; 2026Q2: 33,036 shares 33,036 $1.67M 0.36% +22,269 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: not reported; 2026Q1: not reported; 2026Q2: 19,406 shares 19,406 $1.61M 0.35% new 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: 2,591 shares; 2024Q4: 2,591 shares; 2025Q1: 2,591 shares; 2025Q2: 3,073 shares; 2025Q3: 3,054 shares; 2025Q4: 3,043 shares; 2026Q1: 3,054 shares; 2026Q2: 3,167 shares 3,167 $1.58M 0.35% +113 Timeline DVYE 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: not reported; 2026Q2: 43,821 shares 43,821 $1.41M 0.31% new 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: 892 shares; 2024Q4: 1,025 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,018 shares; 2025Q4: 1,022 shares; 2026Q1: 918 shares; 2026Q2: 1,015 shares 1,015 $1.22M 0.27% +97 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,975 shares; 2025Q2: 4,307 shares; 2025Q3: 4,307 shares; 2025Q4: 5,232 shares; 2026Q1: 4,357 shares; 2026Q2: 15,573 shares 15,573 $1.18M 0.26% +11,216 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,973 shares; 2024Q4: 13,385 shares; 2025Q1: 15,059 shares; 2025Q2: 15,956 shares; 2025Q3: 7,475 shares; 2025Q4: 5,542 shares; 2026Q1: 4,869 shares; 2026Q2: 4,912 shares 4,912 $1.17M 0.25% +43 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: 2,028 shares; 2024Q4: 2,028 shares; 2025Q1: 2,028 shares; 2025Q2: 2,074 shares; 2025Q3: 2,074 shares; 2025Q4: 2,066 shares; 2026Q1: 2,056 shares; 2026Q2: 2,192 shares 2,192 $1.13M 0.25% +136 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,579 shares; 2024Q4: 70,076 shares; 2025Q1: 71,274 shares; 2025Q2: 70,450 shares; 2025Q3: 9,547 shares; 2025Q4: 9,121 shares; 2026Q1: 9,121 shares; 2026Q2: 9,121 shares 9,121 $1.09M 0.24% 0 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: 3,155 shares; 2024Q4: 3,155 shares; 2025Q1: 3,155 shares; 2025Q2: 3,154 shares; 2025Q3: 3,098 shares; 2025Q4: 3,098 shares; 2026Q1: 3,098 shares; 2026Q2: 3,098 shares 3,098 $1.07M 0.23% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,816 shares; 2024Q4: 3,816 shares; 2025Q1: 3,816 shares; 2025Q2: 3,816 shares; 2025Q3: 3,791 shares; 2025Q4: 3,691 shares; 2026Q1: 3,691 shares; 2026Q2: 3,691 shares 3,691 $1.04M 0.23% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,274 shares; 2024Q4: 3,164 shares; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,164 shares; 2026Q1: 2,764 shares; 2026Q2: 2,764 shares 2,764 $1.02M 0.22% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,469 shares 36,469 $1.01M 0.22% new 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: 2,047 shares; 2024Q4: 2,047 shares; 2025Q1: 2,047 shares; 2025Q2: 2,047 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 2,047 shares; 2026Q2: 2,059 shares 2,059 $983K 0.21% +12 Timeline IBTI 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: 26,944 shares; 2026Q2: 40,896 shares 40,896 $905K 0.2% +13,952 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: 24,654 shares; 2024Q4: 24,654 shares; 2025Q1: 31,572 shares; 2025Q2: 31,572 shares; 2025Q3: 32,397 shares; 2025Q4: 33,677 shares; 2026Q1: 35,040 shares; 2026Q2: 35,040 shares 35,040 $849K 0.18% 0 Timeline AGL AGILON HEALTH INC More: the full row for AGILON HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,903 shares 7,903 $847K 0.18% new 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: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares; 2026Q1: 2,775 shares; 2026Q2: 2,792 shares 2,792 $846K 0.18% +17 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: 2,724 shares; 2024Q4: 2,724 shares; 2025Q1: 2,711 shares; 2025Q2: 2,846 shares; 2025Q3: 2,846 shares; 2025Q4: 3,237 shares; 2026Q1: 3,027 shares; 2026Q2: 3,342 shares 3,342 $841K 0.18% +315 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 2,486 shares; 2026Q1: 2,475 shares; 2026Q2: 2,058 shares 2,058 $818K 0.18% -417 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: 5,641 shares; 2024Q4: 5,641 shares; 2025Q1: 5,683 shares; 2025Q2: 5,783 shares; 2025Q3: 5,368 shares; 2025Q4: 5,100 shares; 2026Q1: 5,608 shares; 2026Q2: 5,701 shares 5,701 $779K 0.17% +93 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: 647 shares 647 $747K 0.16% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,248 shares; 2024Q4: 7,018 shares; 2025Q1: 6,998 shares; 2025Q2: 6,573 shares; 2025Q3: 6,573 shares; 2025Q4: 5,993 shares; 2026Q1: 5,250 shares; 2026Q2: 6,486 shares 6,486 $710K 0.15% +1,236 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,902 shares; 2024Q4: 6,002 shares; 2025Q1: 5,742 shares; 2025Q2: 5,742 shares; 2025Q3: 12,342 shares; 2025Q4: 12,442 shares; 2026Q1: 12,442 shares; 2026Q2: 12,442 shares 12,442 $701K 0.15% 0 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: 1,861 shares; 2024Q4: 1,861 shares; 2025Q1: 1,861 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 1,880 shares; 2026Q1: 1,861 shares; 2026Q2: 2,036 shares 2,036 $666K 0.15% +175 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: 10,950 shares; 2024Q4: 10,950 shares; 2025Q1: 13,923 shares; 2025Q2: 15,786 shares; 2025Q3: 19,503 shares; 2025Q4: 24,902 shares; 2026Q1: 26,265 shares; 2026Q2: 26,265 shares 26,265 $636K 0.14% 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: 4,498 shares 4,498 $628K 0.14% new 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: not reported; 2024Q4: 364 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 970 shares; 2026Q2: 1,026 shares 1,026 $578K 0.13% +56 Timeline IUSB 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: 7,033 shares; 2026Q2: 12,449 shares 12,449 $575K 0.13% +5,416 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: 198 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 1,874 shares 1,874 $565K 0.12% +1,688 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: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 751 shares; 2026Q2: 751 shares 751 $561K 0.12% 0 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: 8,664 shares; 2024Q4: 8,664 shares; 2025Q1: 11,148 shares; 2025Q2: 11,148 shares; 2025Q3: 11,148 shares; 2025Q4: 16,357 shares; 2026Q1: 18,545 shares; 2026Q2: 21,918 shares 21,918 $553K 0.12% +3,373 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: 661 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 661 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 721 shares; 2026Q2: 721 shares 721 $531K 0.12% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,208 shares 1,208 $523K 0.11% new Timeline INMU 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,337 shares 21,337 $517K 0.11% new Timeline IBMR 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: 12,787 shares; 2026Q1: 17,481 shares; 2026Q2: 19,265 shares 19,265 $489K 0.11% +1,784 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,661 shares; 2024Q4: 2,661 shares; 2025Q1: 2,661 shares; 2025Q2: 2,661 shares; 2025Q3: 2,661 shares; 2025Q4: 2,661 shares; 2026Q1: 2,661 shares; 2026Q2: 2,661 shares 2,661 $467K 0.1% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,475 shares; 2026Q2: 1,547 shares 1,547 $465K 0.1% +72 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: 6,121 shares; 2024Q4: 6,121 shares; 2025Q1: 6,121 shares; 2025Q2: 6,121 shares; 2025Q3: 6,121 shares; 2025Q4: 6,121 shares; 2026Q1: 6,121 shares; 2026Q2: 6,459 shares 6,459 $460K 0.1% +338 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: 1,011 shares; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,359 shares; 2026Q1: 1,359 shares; 2026Q2: 1,565 shares 1,565 $440K 0.1% +206 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 752 shares; 2024Q4: not reported; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 963 shares; 2026Q1: 952 shares; 2026Q2: 1,193 shares 1,193 $423K 0.09% +241 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,096 shares 1,096 $414K 0.09% new 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: 2,667 shares; 2024Q4: 2,667 shares; 2025Q1: 2,667 shares; 2025Q2: 2,667 shares; 2025Q3: 2,667 shares; 2025Q4: 2,784 shares; 2026Q1: 2,657 shares; 2026Q2: 2,996 shares 2,996 $406K 0.09% +339 Timeline IBTJ 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: 13,853 shares; 2026Q2: 18,428 shares 18,428 $399K 0.09% +4,575 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,909 shares; 2026Q1: 2,805 shares; 2026Q2: 3,299 shares 3,299 $388K 0.08% +494 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: not reported; 2024Q4: 1,210 shares; 2025Q1: not reported; 2025Q2: 1,210 shares; 2025Q3: 1,360 shares; 2025Q4: 1,258 shares; 2026Q1: 1,059 shares; 2026Q2: 1,009 shares 1,009 $357K 0.08% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares; 2025Q4: 5,300 shares; 2026Q1: 5,310 shares; 2026Q2: 4,959 shares 4,959 $354K 0.08% -351 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: 2,094 shares; 2024Q4: 2,094 shares; 2025Q1: 2,094 shares; 2025Q2: 2,094 shares; 2025Q3: 2,094 shares; 2025Q4: 2,094 shares; 2026Q1: 2,094 shares; 2026Q2: 3,225 shares 3,225 $347K 0.08% +1,131 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares; 2026Q2: 1,010 shares 1,010 $344K 0.07% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,632 shares; 2025Q3: 9,066 shares; 2025Q4: 9,051 shares; 2026Q1: 10,337 shares; 2026Q2: 10,337 shares 10,337 $344K 0.07% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,401 shares 3,401 $329K 0.07% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 337 shares 337 $325K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,823 shares; 2026Q2: 2,527 shares 2,527 $325K 0.07% +704 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 3,304 shares; 2025Q4: 3,304 shares; 2026Q1: 3,304 shares; 2026Q2: 3,791 shares 3,791 $321K 0.07% +487 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,999 shares; 2026Q2: 2,235 shares 2,235 $305K 0.07% +236 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,555 shares; 2024Q4: 3,555 shares; 2025Q1: 3,455 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares; 2026Q2: 3,075 shares 3,075 $297K 0.06% -210 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: 2,755 shares; 2024Q4: 2,755 shares; 2025Q1: 2,818 shares; 2025Q2: 2,886 shares; 2025Q3: 1,608 shares; 2025Q4: 1,540 shares; 2026Q1: 2,040 shares; 2026Q2: 1,773 shares 1,773 $294K 0.06% -267 Timeline IBDU 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: 12,673 shares; 2026Q1: 12,673 shares; 2026Q2: 12,673 shares 12,673 $294K 0.06% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,078 shares; 2026Q1: 1,947 shares; 2026Q2: 2,245 shares 2,245 $284K 0.06% +298 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,786 shares; 2024Q4: 2,786 shares; 2025Q1: 2,786 shares; 2025Q2: 2,786 shares; 2025Q3: 2,921 shares; 2025Q4: 2,719 shares; 2026Q1: 2,535 shares; 2026Q2: 2,737 shares 2,737 $280K 0.06% +202 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: 742 shares; 2025Q3: 756 shares; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 801 shares 801 $271K 0.06% +78 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,603 shares; 2024Q4: 1,502 shares; 2025Q1: 1,597 shares; 2025Q2: 1,724 shares; 2025Q3: 1,724 shares; 2025Q4: 1,568 shares; 2026Q1: 1,557 shares; 2026Q2: 1,395 shares 1,395 $266K 0.06% -162 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,202 shares; 2026Q2: 4,952 shares 4,952 $265K 0.06% +1,750 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: 3,374 shares; 2024Q4: 3,409 shares; 2025Q1: 3,409 shares; 2025Q2: 3,124 shares; 2025Q3: 3,124 shares; 2025Q4: 2,734 shares; 2026Q1: 2,576 shares; 2026Q2: 2,576 shares 2,576 $263K 0.06% 0 Timeline IBTH 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: 10,940 shares; 2026Q2: 11,480 shares 11,480 $257K 0.06% +540 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,523 shares 3,523 $253K 0.06% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 36 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 37 shares 37 $252K 0.05% +2 Timeline GLW CORNING INC More: the full row for CORNING 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: 977 shares 977 $250K 0.05% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,513 shares 5,513 $233K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 644 shares 644 $233K 0.05% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 778 shares 778 $232K 0.05% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 999 shares 999 $224K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 207 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 237 shares 237 $222K 0.05% new Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,308 shares; 2024Q4: 10,308 shares; 2025Q1: 10,308 shares; 2025Q2: 10,308 shares; 2025Q3: 10,308 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,963 shares 8,963 $217K 0.05% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 158 shares 158 $215K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 495 shares 495 $208K 0.05% new 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: not reported; 2026Q1: not reported; 2026Q2: 1,432 shares 1,432 $207K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,136 shares; 2026Q1: not reported; 2026Q2: 1,066 shares 1,066 $202K 0.04% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG 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: 1,278 shares 1,278 $200K 0.04% new Timeline MORT 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: not reported; 2026Q1: 11,141 shares; 2026Q2: 13,023 shares 13,023 $135K 0.03% +1,882 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER 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: 20,000 shares 20,000 $66K 0.01% new Timeline HSLV HIGHLANDER SILVER CORP More: the full row for HIGHLANDER SILVER 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: 10,000 shares 10,000 $46.6K 0.01% new Timeline