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: 384,212 shares; 2024Q4: 1,163,809 shares; 2025Q1: 1,135,998 shares; 2025Q2: 1,136,285 shares; 2025Q3: 1,149,580 shares; 2025Q4: 1,135,506 shares; 2026Q1: 1,194,193 shares; 2026Q2: 1,179,966 shares 1,179,966 $41.1M 9.79% -14,227 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: 442,802 shares; 2024Q4: 1,319,498 shares; 2025Q1: 1,321,837 shares; 2025Q2: 1,316,693 shares; 2025Q3: 1,305,769 shares; 2025Q4: 1,271,925 shares; 2026Q1: 1,335,277 shares; 2026Q2: 1,259,742 shares 1,259,742 $37.1M 8.83% -75,535 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659,324 shares; 2024Q4: 1,367,393 shares; 2025Q1: 1,270,692 shares; 2025Q2: 1,226,124 shares; 2025Q3: 1,221,685 shares; 2025Q4: 1,223,587 shares; 2026Q1: 1,212,048 shares; 2026Q2: 1,191,620 shares 1,191,620 $33M 7.86% -20,428 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: 245,759 shares; 2024Q4: 931,342 shares; 2025Q1: 940,571 shares; 2025Q2: 915,285 shares; 2025Q3: 894,867 shares; 2025Q4: 874,913 shares; 2026Q1: 967,635 shares; 2026Q2: 916,483 shares 916,483 $31M 7.39% -51,152 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: 103,154 shares; 2024Q4: 101,037 shares; 2025Q1: 92,848 shares; 2025Q2: 92,231 shares; 2025Q3: 88,719 shares; 2025Q4: 83,443 shares; 2026Q1: 81,980 shares; 2026Q2: 79,348 shares 79,348 $23M 5.47% -2,632 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: 185,572 shares; 2024Q4: 193,520 shares; 2025Q1: 191,183 shares; 2025Q2: 197,829 shares; 2025Q3: 205,248 shares; 2025Q4: 209,752 shares; 2026Q1: 199,428 shares; 2026Q2: 215,046 shares 215,046 $21.3M 5.07% +15,618 Timeline SCHO 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: 257,522 shares; 2024Q4: 531,109 shares; 2025Q1: 539,544 shares; 2025Q2: 570,173 shares; 2025Q3: 623,769 shares; 2025Q4: 650,187 shares; 2026Q1: not reported; 2026Q2: 870,406 shares 870,406 $21M 5.01% new 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: 49,162 shares; 2024Q4: 48,765 shares; 2025Q1: 45,873 shares; 2025Q2: 45,296 shares; 2025Q3: 44,605 shares; 2025Q4: 40,840 shares; 2026Q1: 40,967 shares; 2026Q2: 39,889 shares 39,889 $13.1M 3.11% -1,078 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: 14,580 shares; 2024Q4: 15,176 shares; 2025Q1: 17,249 shares; 2025Q2: 21,820 shares; 2025Q3: 21,129 shares; 2025Q4: 23,286 shares; 2026Q1: 23,886 shares; 2026Q2: 24,376 shares 24,376 $11.6M 2.77% +490 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,122 shares; 2024Q4: 309,182 shares; 2025Q1: 299,921 shares; 2025Q2: 310,856 shares; 2025Q3: 315,550 shares; 2025Q4: 309,009 shares; 2026Q1: 310,519 shares; 2026Q2: 310,579 shares 310,579 $11.4M 2.72% +60 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: 263,619 shares; 2024Q4: 278,751 shares; 2025Q1: 274,775 shares; 2025Q2: 272,280 shares; 2025Q3: 268,362 shares; 2025Q4: 268,831 shares; 2026Q1: 274,403 shares; 2026Q2: 269,165 shares 269,165 $9.76M 2.33% -5,238 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: 26,693 shares; 2024Q4: 27,275 shares; 2025Q1: 27,093 shares; 2025Q2: 27,053 shares; 2025Q3: 26,328 shares; 2025Q4: 25,494 shares; 2026Q1: 25,929 shares; 2026Q2: 26,062 shares 26,062 $9.72M 2.32% +133 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,864 shares; 2024Q4: 272,320 shares; 2025Q1: 263,758 shares; 2025Q2: 257,275 shares; 2025Q3: 266,353 shares; 2025Q4: 265,637 shares; 2026Q1: not reported; 2026Q2: 281,683 shares 281,683 $8.16M 1.94% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140,394 shares 140,394 $7.05M 1.68% new Timeline JAAA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,131 shares; 2026Q2: 135,903 shares 135,903 $6.86M 1.63% +134,772 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: 91,468 shares; 2024Q4: 183,142 shares; 2025Q1: 191,477 shares; 2025Q2: 186,387 shares; 2025Q3: 182,296 shares; 2025Q4: 184,870 shares; 2026Q1: 195,171 shares; 2026Q2: 185,570 shares 185,570 $6.7M 1.6% -9,601 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: 35,423 shares; 2024Q4: 35,652 shares; 2025Q1: 34,583 shares; 2025Q2: 34,590 shares; 2025Q3: 33,169 shares; 2025Q4: 32,954 shares; 2026Q1: 33,014 shares; 2026Q2: 32,790 shares 32,790 $6.56M 1.56% -224 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: 11,044 shares; 2024Q4: 11,091 shares; 2025Q1: 11,320 shares; 2025Q2: 11,457 shares; 2025Q3: 11,749 shares; 2025Q4: 12,012 shares; 2026Q1: 12,343 shares; 2026Q2: 12,559 shares 12,559 $6.28M 1.5% +216 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: 16,548 shares; 2024Q4: 16,502 shares; 2025Q1: 14,429 shares; 2025Q2: 15,095 shares; 2025Q3: 14,156 shares; 2025Q4: 13,826 shares; 2026Q1: 14,566 shares; 2026Q2: 14,453 shares 14,453 $5.17M 1.23% -113 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: 20,479 shares; 2024Q4: 20,609 shares; 2025Q1: 20,725 shares; 2025Q2: 21,297 shares; 2025Q3: 20,730 shares; 2025Q4: 20,440 shares; 2026Q1: 21,281 shares; 2026Q2: 20,961 shares 20,961 $5M 1.19% -320 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: 75,978 shares; 2024Q4: 70,605 shares; 2025Q1: 73,671 shares; 2025Q2: 73,920 shares; 2025Q3: 71,051 shares; 2025Q4: 64,511 shares; 2026Q1: 64,899 shares; 2026Q2: 63,899 shares 63,899 $4.61M 1.1% -1,000 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,768 shares; 2025Q2: 77,111 shares; 2025Q3: 81,072 shares; 2025Q4: 80,740 shares; 2026Q1: 82,603 shares; 2026Q2: 73,768 shares 73,768 $3.43M 0.82% -8,835 Timeline TCAF 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: 14,497 shares; 2026Q2: 81,605 shares 81,605 $3.35M 0.8% +67,108 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,166 shares 67,166 $3.14M 0.75% new 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: 7,748 shares; 2024Q4: 8,043 shares; 2025Q1: 8,364 shares; 2025Q2: 8,544 shares; 2025Q3: 8,491 shares; 2025Q4: 8,466 shares; 2026Q1: 8,628 shares; 2026Q2: 8,634 shares 8,634 $2.96M 0.71% +6 Timeline SCHH 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: 95,540 shares; 2024Q4: 101,019 shares; 2025Q1: 102,214 shares; 2025Q2: 103,271 shares; 2025Q3: 110,589 shares; 2025Q4: 115,158 shares; 2026Q1: 125,904 shares; 2026Q2: 124,138 shares 124,138 $2.94M 0.7% -1,766 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,914 shares; 2024Q4: 86,317 shares; 2025Q1: 88,021 shares; 2025Q2: 91,810 shares; 2025Q3: 95,118 shares; 2025Q4: 97,032 shares; 2026Q1: 93,220 shares; 2026Q2: 115,246 shares 115,246 $2.67M 0.64% +22,026 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,070 shares; 2024Q4: 7,719 shares; 2025Q1: 8,430 shares; 2025Q2: 8,839 shares; 2025Q3: 8,928 shares; 2025Q4: 9,017 shares; 2026Q1: 9,078 shares; 2026Q2: 9,111 shares 9,111 $2.56M 0.61% +33 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: 9,317 shares; 2024Q4: 8,733 shares; 2025Q1: 8,686 shares; 2025Q2: 8,769 shares; 2025Q3: 8,471 shares; 2025Q4: 8,470 shares; 2026Q1: 8,308 shares; 2026Q2: 8,071 shares 8,071 $2.42M 0.58% -237 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,268 shares; 2024Q4: 31,221 shares; 2025Q1: 31,112 shares; 2025Q2: 31,732 shares; 2025Q3: 32,208 shares; 2025Q4: 33,141 shares; 2026Q1: 32,401 shares; 2026Q2: 33,881 shares 33,881 $2.28M 0.54% +1,480 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: 3,723 shares; 2024Q4: 3,849 shares; 2025Q1: 3,939 shares; 2025Q2: 4,009 shares; 2025Q3: 3,857 shares; 2025Q4: 3,873 shares; 2026Q1: 3,934 shares; 2026Q2: 3,943 shares 3,943 $2.22M 0.53% +9 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: 2,110 shares; 2024Q4: 2,218 shares; 2025Q1: 2,297 shares; 2025Q2: 2,347 shares; 2025Q3: 2,354 shares; 2025Q4: 2,362 shares; 2026Q1: 2,369 shares; 2026Q2: 2,370 shares 2,370 $2.22M 0.53% +1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,346 shares; 2024Q4: 18,580 shares; 2025Q1: 17,852 shares; 2025Q2: 19,093 shares; 2025Q3: 19,407 shares; 2025Q4: 19,216 shares; 2026Q1: 19,040 shares; 2026Q2: 18,385 shares 18,385 $2.16M 0.52% -655 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,858 shares; 2024Q4: 37,135 shares; 2025Q1: 35,163 shares; 2025Q2: 34,409 shares; 2025Q3: 35,554 shares; 2025Q4: 34,840 shares; 2026Q1: 33,815 shares; 2026Q2: 41,996 shares 41,996 $2.12M 0.5% +8,181 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,961 shares; 2024Q4: 34,472 shares; 2025Q1: 36,784 shares; 2025Q2: 38,759 shares; 2025Q3: 40,887 shares; 2025Q4: 40,985 shares; 2026Q1: 43,705 shares; 2026Q2: 46,485 shares 46,485 $2.05M 0.49% +2,780 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: 5,798 shares; 2024Q4: 5,424 shares; 2025Q1: 5,227 shares; 2025Q2: 5,081 shares; 2025Q3: 5,021 shares; 2025Q4: 4,885 shares; 2026Q1: 4,817 shares; 2026Q2: 4,656 shares 4,656 $1.96M 0.47% -161 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: 7,429 shares; 2024Q4: 7,277 shares; 2025Q1: 5,206 shares; 2025Q2: 5,252 shares; 2025Q3: 5,147 shares; 2025Q4: 5,147 shares; 2026Q1: 5,157 shares; 2026Q2: 5,437 shares 5,437 $1.92M 0.46% +280 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,015 shares; 2024Q4: 7,015 shares; 2025Q1: 6,727 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares; 2025Q4: 6,811 shares; 2026Q1: 6,473 shares; 2026Q2: 6,473 shares 6,473 $1.8M 0.43% 0 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: 3,460 shares; 2024Q4: 3,386 shares; 2025Q1: 3,543 shares; 2025Q2: 3,521 shares; 2025Q3: 3,418 shares; 2025Q4: 3,378 shares; 2026Q1: 3,301 shares; 2026Q2: 12,962 shares 12,962 $1.61M 0.38% +9,661 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,409 shares; 2024Q4: 2,651 shares; 2025Q1: 2,864 shares; 2025Q2: 2,973 shares; 2025Q3: 3,060 shares; 2025Q4: 3,112 shares; 2026Q1: 3,134 shares; 2026Q2: 3,113 shares 3,113 $1.41M 0.34% -21 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: 2,338 shares; 2024Q4: 2,149 shares; 2025Q1: 2,009 shares; 2025Q2: 2,151 shares; 2025Q3: 1,952 shares; 2025Q4: 1,930 shares; 2026Q1: 2,566 shares; 2026Q2: 1,874 shares 1,874 $1.4M 0.33% -692 Timeline NTIC NORTHERN TECHNOLOGIES INTL C More: the full row for NORTHERN TECHNOLOGIES INTL C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,047 shares; 2024Q4: 171,047 shares; 2025Q1: 171,047 shares; 2025Q2: 171,047 shares; 2025Q3: 171,047 shares; 2025Q4: 171,047 shares; 2026Q1: 171,047 shares; 2026Q2: 158,702 shares 158,702 $1.36M 0.32% -12,345 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,712 shares; 2024Q4: 4,076 shares; 2025Q1: 4,556 shares; 2025Q2: 4,820 shares; 2025Q3: 5,060 shares; 2025Q4: 5,110 shares; 2026Q1: 5,059 shares; 2026Q2: 5,004 shares 5,004 $1.35M 0.32% -55 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: 17,037 shares; 2024Q4: 17,088 shares; 2025Q1: 17,088 shares; 2025Q2: 17,188 shares; 2025Q3: 17,176 shares; 2025Q4: 17,076 shares; 2026Q1: 16,454 shares; 2026Q2: 16,601 shares 16,601 $1.35M 0.32% +147 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: 7,408 shares; 2024Q4: 5,907 shares; 2025Q1: 6,879 shares; 2025Q2: 8,363 shares; 2025Q3: 8,934 shares; 2025Q4: 9,116 shares; 2026Q1: 9,964 shares; 2026Q2: 9,753 shares 9,753 $1.32M 0.31% -211 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: 3,075 shares; 2024Q4: 3,343 shares; 2025Q1: 3,684 shares; 2025Q2: 3,843 shares; 2025Q3: 4,010 shares; 2025Q4: 4,081 shares; 2026Q1: 4,185 shares; 2026Q2: 4,173 shares 4,173 $1.31M 0.31% -12 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,790 shares; 2024Q4: 63,069 shares; 2025Q1: 63,069 shares; 2025Q2: 63,069 shares; 2025Q3: 63,282 shares; 2025Q4: 63,282 shares; 2026Q1: 63,069 shares; 2026Q2: 63,069 shares 63,069 $1.25M 0.3% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,162 shares; 2024Q4: 2,060 shares; 2025Q1: 1,863 shares; 2025Q2: 1,832 shares; 2025Q3: 2,159 shares; 2025Q4: 1,696 shares; 2026Q1: 1,534 shares; 2026Q2: 1,508 shares 1,508 $1.13M 0.27% -26 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: 1,741 shares; 2024Q4: 1,923 shares; 2025Q1: 2,094 shares; 2025Q2: 2,237 shares; 2025Q3: 2,339 shares; 2025Q4: 2,367 shares; 2026Q1: 2,354 shares; 2026Q2: 2,238 shares 2,238 $1.12M 0.27% -116 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: 3,751 shares; 2024Q4: 4,127 shares; 2025Q1: 4,652 shares; 2025Q2: 4,946 shares; 2025Q3: 5,232 shares; 2025Q4: 5,291 shares; 2026Q1: 5,395 shares; 2026Q2: 5,137 shares 5,137 $978K 0.23% -258 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: 7,588 shares; 2024Q4: 7,385 shares; 2025Q1: 7,317 shares; 2025Q2: 5,077 shares; 2025Q3: 5,064 shares; 2025Q4: 3,556 shares; 2026Q1: 3,598 shares; 2026Q2: 3,791 shares 3,791 $963K 0.23% +193 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: 16,684 shares; 2024Q4: 18,455 shares; 2025Q1: 20,393 shares; 2025Q2: 21,893 shares; 2025Q3: 21,735 shares; 2025Q4: 21,359 shares; 2026Q1: 21,548 shares; 2026Q2: 19,653 shares 19,653 $942K 0.22% -1,895 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: 2,042 shares; 2024Q4: 2,093 shares; 2025Q1: 2,271 shares; 2025Q2: 2,205 shares; 2025Q3: 2,240 shares; 2025Q4: 2,235 shares; 2026Q1: 2,445 shares; 2026Q2: 2,387 shares 2,387 $892K 0.21% -58 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,637 shares 8,637 $869K 0.21% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,181 shares; 2024Q4: 15,642 shares; 2025Q1: 15,369 shares; 2025Q2: 16,008 shares; 2025Q3: 16,110 shares; 2025Q4: 16,621 shares; 2026Q1: 16,855 shares; 2026Q2: 17,940 shares 17,940 $869K 0.21% +1,085 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: 2,969 shares; 2024Q4: 2,969 shares; 2025Q1: 2,969 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares; 2026Q1: 2,969 shares; 2026Q2: 2,969 shares 2,969 $863K 0.21% 0 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: 1,251 shares; 2024Q4: 1,104 shares; 2025Q1: 1,135 shares; 2025Q2: 1,019 shares; 2025Q3: 1,021 shares; 2025Q4: 1,142 shares; 2026Q1: 1,114 shares; 2026Q2: 2,024 shares 2,024 $841K 0.2% +910 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,893 shares; 2024Q4: 2,206 shares; 2025Q1: 2,359 shares; 2025Q2: 2,177 shares; 2025Q3: 2,192 shares; 2025Q4: 2,222 shares; 2026Q1: 2,279 shares; 2026Q2: 2,267 shares 2,267 $840K 0.2% -12 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,960 shares; 2024Q4: 6,459 shares; 2025Q1: 6,454 shares; 2025Q2: 6,931 shares; 2025Q3: 6,882 shares; 2025Q4: 6,702 shares; 2026Q1: 6,358 shares; 2026Q2: 5,160 shares 5,160 $835K 0.2% -1,198 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: 6,496 shares; 2024Q4: 6,746 shares; 2025Q1: 6,637 shares; 2025Q2: 6,638 shares; 2025Q3: 6,664 shares; 2025Q4: 6,674 shares; 2026Q1: 6,559 shares; 2026Q2: 6,915 shares 6,915 $783K 0.19% +356 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: 790 shares; 2026Q1: 686 shares; 2026Q2: 673 shares 673 $777K 0.19% -13 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,331 shares; 2025Q2: 1,380 shares; 2025Q3: 1,294 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares; 2026Q2: 8,819 shares 8,819 $760K 0.18% +7,344 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,419 shares; 2024Q4: 10,447 shares; 2025Q1: 8,399 shares; 2025Q2: 16,756 shares; 2025Q3: 16,756 shares; 2025Q4: 16,756 shares; 2026Q1: 15,664 shares; 2026Q2: 15,664 shares 15,664 $752K 0.18% 0 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: 1,898 shares; 2024Q4: 2,065 shares; 2025Q1: 2,187 shares; 2025Q2: 2,197 shares; 2025Q3: 2,190 shares; 2025Q4: 2,197 shares; 2026Q1: 2,149 shares; 2026Q2: 2,125 shares 2,125 $749K 0.18% -24 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 15,382 shares; 2026Q2: 20,350 shares 20,350 $741K 0.18% +4,968 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,535 shares; 2024Q4: 23,425 shares; 2025Q1: 25,372 shares; 2025Q2: 26,759 shares; 2025Q3: 26,815 shares; 2025Q4: 25,319 shares; 2026Q1: 23,411 shares; 2026Q2: 21,740 shares 21,740 $739K 0.18% -1,671 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: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 677 shares; 2025Q4: 705 shares; 2026Q1: 676 shares; 2026Q2: 676 shares 676 $720K 0.17% 0 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: 6,469 shares; 2024Q4: 6,416 shares; 2025Q1: 6,466 shares; 2025Q2: 6,424 shares; 2025Q3: 6,194 shares; 2025Q4: 5,727 shares; 2026Q1: 5,356 shares; 2026Q2: 5,207 shares 5,207 $712K 0.17% -149 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: 1,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares; 2026Q2: 982 shares 982 $710K 0.17% 0 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: 5,675 shares; 2024Q4: 5,615 shares; 2025Q1: 5,177 shares; 2025Q2: 5,130 shares; 2025Q3: 5,098 shares; 2025Q4: 4,727 shares; 2026Q1: 4,896 shares; 2026Q2: 4,771 shares 4,771 $699K 0.17% -125 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: 3,773 shares; 2024Q4: 3,789 shares; 2025Q1: 4,038 shares; 2025Q2: 4,148 shares; 2025Q3: 4,124 shares; 2025Q4: 4,047 shares; 2026Q1: 3,682 shares; 2026Q2: 3,078 shares 3,078 $689K 0.16% -604 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: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 1,925 shares; 2026Q1: 1,825 shares; 2026Q2: 1,534 shares 1,534 $665K 0.16% -291 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: 2,365 shares; 2024Q4: 2,417 shares; 2025Q1: 1,990 shares; 2025Q2: 2,007 shares; 2025Q3: 1,964 shares; 2025Q4: 1,951 shares; 2026Q1: 1,926 shares; 2026Q2: 1,926 shares 1,926 $651K 0.16% 0 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: 2,516 shares; 2024Q4: 2,500 shares; 2025Q1: 2,348 shares; 2025Q2: 1,984 shares; 2025Q3: 2,609 shares; 2025Q4: 2,468 shares; 2026Q1: 2,290 shares; 2026Q2: 2,267 shares 2,267 $638K 0.15% -23 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: 6,548 shares; 2024Q4: 6,730 shares; 2025Q1: 6,375 shares; 2025Q2: 4,827 shares; 2025Q3: 4,150 shares; 2025Q4: 4,075 shares; 2026Q1: 4,049 shares; 2026Q2: 3,668 shares 3,668 $608K 0.14% -381 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 891 shares; 2025Q4: 1,782 shares; 2026Q1: 1,726 shares; 2026Q2: 3,145 shares 3,145 $599K 0.14% +1,419 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,656 shares; 2024Q4: 1,765 shares; 2025Q1: 1,937 shares; 2025Q2: 1,990 shares; 2025Q3: 2,025 shares; 2025Q4: 2,057 shares; 2026Q1: 1,942 shares; 2026Q2: 1,678 shares 1,678 $568K 0.14% -264 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,189 shares; 2024Q4: 9,494 shares; 2025Q1: 7,963 shares; 2025Q2: 7,149 shares; 2025Q3: 7,011 shares; 2025Q4: 7,082 shares; 2026Q1: 6,662 shares; 2026Q2: 6,443 shares 6,443 $558K 0.13% -219 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: 452 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 452 shares; 2025Q3: 474 shares; 2025Q4: 454 shares; 2026Q1: 452 shares; 2026Q2: 452 shares 452 $542K 0.13% 0 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: 2,537 shares; 2024Q4: 2,674 shares; 2025Q1: 2,358 shares; 2025Q2: 2,427 shares; 2025Q3: 2,278 shares; 2025Q4: 2,162 shares; 2026Q1: 2,139 shares; 2026Q2: 2,140 shares 2,140 $538K 0.13% +1 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: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 420 shares; 2026Q2: 435 shares 435 $511K 0.12% +15 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: 4,722 shares; 2024Q4: 4,802 shares; 2025Q1: 4,802 shares; 2025Q2: 4,524 shares; 2025Q3: 4,473 shares; 2025Q4: 4,398 shares; 2026Q1: 4,412 shares; 2026Q2: 4,236 shares 4,236 $498K 0.12% -176 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,466 shares; 2024Q4: 1,621 shares; 2025Q1: 1,609 shares; 2025Q2: 1,654 shares; 2025Q3: 1,589 shares; 2025Q4: 1,564 shares; 2026Q1: 1,444 shares; 2026Q2: 1,431 shares 1,431 $473K 0.11% -13 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: 1,455 shares; 2024Q4: 1,331 shares; 2025Q1: 1,385 shares; 2025Q2: 1,370 shares; 2025Q3: 1,362 shares; 2025Q4: 1,324 shares; 2026Q1: 1,297 shares; 2026Q2: 1,297 shares 1,297 $470K 0.11% 0 Timeline SJNK 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: 16,706 shares; 2024Q4: 17,046 shares; 2025Q1: 17,383 shares; 2025Q2: 18,198 shares; 2025Q3: 17,555 shares; 2025Q4: 17,479 shares; 2026Q1: 17,525 shares; 2026Q2: 18,419 shares 18,419 $461K 0.11% +894 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 914 shares; 2024Q4: 918 shares; 2025Q1: 910 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 874 shares; 2026Q2: 874 shares 874 $445K 0.11% 0 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: 595 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 6,170 shares; 2026Q1: 6,168 shares; 2026Q2: 6,168 shares 6,168 $440K 0.1% 0 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: 4,890 shares; 2024Q4: 5,183 shares; 2025Q1: 5,607 shares; 2025Q2: 5,846 shares; 2025Q3: 5,553 shares; 2025Q4: 5,187 shares; 2026Q1: 4,336 shares; 2026Q2: 3,383 shares 3,383 $421K 0.1% -953 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,092 shares; 2024Q4: not reported; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 4,042 shares; 2026Q1: 4,083 shares; 2026Q2: 4,042 shares 4,042 $418K 0.1% -41 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: 1,560 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,579 shares; 2026Q1: 1,579 shares; 2026Q2: 1,861 shares 1,861 $415K 0.1% +282 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,669 shares; 2024Q4: 4,594 shares; 2025Q1: 4,582 shares; 2025Q2: 4,506 shares; 2025Q3: 4,446 shares; 2025Q4: 4,184 shares; 2026Q1: 4,184 shares; 2026Q2: 4,183 shares 4,183 $404K 0.1% -1 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,889 shares; 2024Q4: 7,889 shares; 2025Q1: 7,889 shares; 2025Q2: 7,889 shares; 2025Q3: 7,889 shares; 2025Q4: 7,889 shares; 2026Q1: 7,889 shares; 2026Q2: 7,889 shares 7,889 $384K 0.09% 0 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: 1,319 shares; 2024Q4: 1,069 shares; 2025Q1: 744 shares; 2025Q2: 659 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $379K 0.09% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,606 shares; 2024Q4: 3,606 shares; 2025Q1: 3,606 shares; 2025Q2: 3,606 shares; 2025Q3: 3,606 shares; 2025Q4: 3,606 shares; 2026Q1: 3,606 shares; 2026Q2: 3,606 shares 3,606 $379K 0.09% 0 Timeline SPYG 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: 5,948 shares; 2024Q4: 3,390 shares; 2025Q1: 2,966 shares; 2025Q2: 2,991 shares; 2025Q3: 2,968 shares; 2025Q4: 2,775 shares; 2026Q1: 2,753 shares; 2026Q2: 3,109 shares 3,109 $370K 0.09% +356 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,736 shares; 2024Q4: 3,736 shares; 2025Q1: 3,736 shares; 2025Q2: 3,736 shares; 2025Q3: 3,736 shares; 2025Q4: 3,736 shares; 2026Q1: 3,736 shares; 2026Q2: 3,736 shares 3,736 $335K 0.08% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,784 shares; 2024Q4: 1,680 shares; 2025Q1: 1,885 shares; 2025Q2: 2,130 shares; 2025Q3: 2,244 shares; 2025Q4: 2,175 shares; 2026Q1: 1,998 shares; 2026Q2: 1,594 shares 1,594 $327K 0.08% -404 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,432 shares; 2024Q4: 2,437 shares; 2025Q1: 2,347 shares; 2025Q2: 2,307 shares; 2025Q3: 2,272 shares; 2025Q4: 2,119 shares; 2026Q1: 2,103 shares; 2026Q2: 1,883 shares 1,883 $320K 0.08% -220 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 541 shares; 2026Q2: 551 shares 551 $320K 0.08% +10 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: 5,855 shares; 2024Q4: 6,199 shares; 2025Q1: 5,167 shares; 2025Q2: 5,167 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares; 2026Q1: 2,793 shares; 2026Q2: 2,959 shares 2,959 $318K 0.08% +166 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: 5,499 shares; 2024Q4: 5,200 shares; 2025Q1: 5,271 shares; 2025Q2: 5,489 shares; 2025Q3: 5,489 shares; 2025Q4: 5,489 shares; 2026Q1: 5,715 shares; 2026Q2: 5,489 shares 5,489 $313K 0.07% -226 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,600 shares; 2024Q4: 14,600 shares; 2025Q1: 14,600 shares; 2025Q2: 14,600 shares; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares; 2026Q1: 14,600 shares; 2026Q2: 14,600 shares 14,600 $307K 0.07% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,548 shares; 2024Q4: 3,688 shares; 2025Q1: 3,268 shares; 2025Q2: 3,268 shares; 2025Q3: 3,094 shares; 2025Q4: 3,094 shares; 2026Q1: 2,949 shares; 2026Q2: 2,785 shares 2,785 $297K 0.07% -164 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: 2,415 shares; 2024Q4: 2,404 shares; 2025Q1: 2,404 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 1,953 shares; 2026Q2: 1,953 shares 1,953 $296K 0.07% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,862 shares; 2024Q4: 3,832 shares; 2025Q1: 3,287 shares; 2025Q2: 4,052 shares; 2025Q3: 4,059 shares; 2025Q4: 4,065 shares; 2026Q1: 3,634 shares; 2026Q2: 3,641 shares 3,641 $292K 0.07% +7 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,644 shares; 2026Q1: 1,524 shares; 2026Q2: 1,524 shares 1,524 $282K 0.07% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,719 shares; 2024Q4: 2,711 shares; 2025Q1: 2,671 shares; 2025Q2: 2,677 shares; 2025Q3: 2,561 shares; 2025Q4: 2,568 shares; 2026Q1: 2,573 shares; 2026Q2: 2,578 shares 2,578 $281K 0.07% +5 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,063 shares; 2025Q1: 2,308 shares; 2025Q2: 2,334 shares; 2025Q3: 2,212 shares; 2025Q4: 2,322 shares; 2026Q1: 2,322 shares; 2026Q2: 2,437 shares 2,437 $278K 0.07% +115 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: 1,690 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares; 2026Q2: 3,560 shares 3,560 $275K 0.07% +2,620 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 7,192 shares; 2026Q2: 6,000 shares 6,000 $271K 0.06% -1,192 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: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares; 2026Q2: 1,412 shares 1,412 $268K 0.06% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,351 shares; 2024Q4: 2,402 shares; 2025Q1: 2,351 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,630 shares; 2026Q2: 2,040 shares 2,040 $262K 0.06% +410 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 1,394 shares; 2026Q2: 1,394 shares 1,394 $262K 0.06% 0 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: 1,916 shares; 2024Q4: 1,932 shares; 2025Q1: 2,000 shares; 2025Q2: 2,081 shares; 2025Q3: 2,186 shares; 2025Q4: 2,338 shares; 2026Q1: 2,253 shares; 2026Q2: 2,698 shares 2,698 $260K 0.06% +445 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 893 shares; 2025Q3: 867 shares; 2025Q4: 937 shares; 2026Q1: 937 shares; 2026Q2: 951 shares 951 $259K 0.06% +14 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: 4,198 shares; 2024Q4: 4,021 shares; 2025Q1: 3,879 shares; 2025Q2: 3,841 shares; 2025Q3: 3,669 shares; 2025Q4: 3,275 shares; 2026Q1: 2,989 shares; 2026Q2: 2,440 shares 2,440 $249K 0.06% -549 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: 3,778 shares; 2024Q4: 3,315 shares; 2025Q1: 3,367 shares; 2025Q2: 3,519 shares; 2025Q3: 3,401 shares; 2025Q4: 3,401 shares; 2026Q1: 2,489 shares; 2026Q2: 1,693 shares 1,693 $248K 0.06% -796 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,209 shares; 2026Q2: 2,419 shares 2,419 $242K 0.06% +210 Timeline MOAT 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: 29 shares; 2026Q2: 2,248 shares 2,248 $234K 0.06% +2,219 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,244 shares; 2026Q2: 1,266 shares 1,266 $229K 0.05% +22 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: 4,537 shares; 2024Q4: 3,686 shares; 2025Q1: 2,985 shares; 2025Q2: 2,929 shares; 2025Q3: 2,844 shares; 2025Q4: 2,844 shares; 2026Q1: 2,783 shares; 2026Q2: 2,783 shares 2,783 $228K 0.05% 0 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: 2,588 shares; 2024Q4: 6,987 shares; 2025Q1: 6,706 shares; 2025Q2: 6,709 shares; 2025Q3: 6,709 shares; 2025Q4: 6,677 shares; 2026Q1: 6,124 shares; 2026Q2: 6,124 shares 6,124 $226K 0.05% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,028 shares; 2026Q2: 1,028 shares 1,028 $224K 0.05% 0 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,667 shares; 2024Q4: 4,667 shares; 2025Q1: 4,667 shares; 2025Q2: not reported; 2025Q3: 4,667 shares; 2025Q4: not reported; 2026Q1: 4,667 shares; 2026Q2: 4,667 shares 4,667 $213K 0.05% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,042 shares; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: not reported; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 788 shares; 2026Q2: 788 shares 788 $212K 0.05% 0 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: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 812 shares; 2025Q2: 907 shares; 2025Q3: 818 shares; 2025Q4: 731 shares; 2026Q1: 781 shares; 2026Q2: 781 shares 781 $211K 0.05% 0 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: not reported; 2024Q4: 1,245 shares; 2025Q1: 3,526 shares; 2025Q2: not reported; 2025Q3: 5,774 shares; 2025Q4: 6,170 shares; 2026Q1: 6,170 shares; 2026Q2: 8,570 shares 8,570 $208K 0.05% +2,400 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 271 shares; 2026Q2: 271 shares 271 $205K 0.05% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: 1,701 shares; 2025Q1: 1,456 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares; 2025Q4: 1,271 shares; 2026Q1: 1,271 shares; 2026Q2: 1,271 shares 1,271 $193K 0.05% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497 shares; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 446 shares; 2026Q1: 834 shares; 2026Q2: 834 shares 834 $189K 0.05% 0 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: 5,703 shares; 2024Q4: 5,703 shares; 2025Q1: 5,703 shares; 2025Q2: 5,683 shares; 2025Q3: 5,683 shares; 2025Q4: 5,683 shares; 2026Q1: 5,683 shares; 2026Q2: 4,567 shares 4,567 $189K 0.05% -1,116 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,577 shares; 2024Q4: 5,569 shares; 2025Q1: 5,532 shares; 2025Q2: 6,155 shares; 2025Q3: 6,319 shares; 2025Q4: 6,480 shares; 2026Q1: 6,221 shares; 2026Q2: 6,976 shares 6,976 $185K 0.04% +755 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: 2,160 shares; 2024Q4: 2,164 shares; 2025Q1: 1,895 shares; 2025Q2: 1,873 shares; 2025Q3: 1,642 shares; 2025Q4: 1,637 shares; 2026Q1: 1,696 shares; 2026Q2: 1,671 shares 1,671 $184K 0.04% -25 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: 722 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 608 shares; 2025Q3: 604 shares; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: 497 shares 497 $171K 0.04% -104 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: 2,839 shares; 2024Q4: 2,090 shares; 2025Q1: 1,738 shares; 2025Q2: 1,598 shares; 2025Q3: 1,368 shares; 2025Q4: 1,068 shares; 2026Q1: 1,049 shares; 2026Q2: 1,049 shares 1,049 $156K 0.04% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,236 shares; 2024Q4: 1,232 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares; 2026Q2: 1,032 shares 1,032 $151K 0.04% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187 shares; 2024Q4: 3,561 shares; 2025Q1: 3,561 shares; 2025Q2: 3,655 shares; 2025Q3: 3,561 shares; 2025Q4: 3,561 shares; 2026Q1: 3,561 shares; 2026Q2: 4,677 shares 4,677 $148K 0.04% +1,116 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 802 shares; 2025Q4: 868 shares; 2026Q1: 868 shares; 2026Q2: 904 shares 904 $143K 0.03% +36 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,115 shares; 2025Q1: 1,115 shares; 2025Q2: 1,184 shares; 2025Q3: 1,070 shares; 2025Q4: 1,071 shares; 2026Q1: 1,071 shares; 2026Q2: 1,072 shares 1,072 $128K 0.03% +1 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 1,168 shares; 2025Q1: 760 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: 1,424 shares; 2026Q1: 1,450 shares; 2026Q2: 1,344 shares 1,344 $127K 0.03% -106 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 348 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336 $124K 0.03% 0 Timeline MDYG 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: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares; 2026Q1: 1,059 shares; 2026Q2: 1,059 shares 1,059 $119K 0.03% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: not reported; 2026Q2: 1,083 shares 1,083 $116K 0.03% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,588 shares; 2024Q4: 2,809 shares; 2025Q1: 2,185 shares; 2025Q2: 2,399 shares; 2025Q3: 2,156 shares; 2025Q4: 1,767 shares; 2026Q1: not reported; 2026Q2: 1,325 shares 1,325 $115K 0.03% new 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: not reported; 2026Q1: 1,736 shares; 2026Q2: 4,933 shares 4,933 $114K 0.03% +3,197 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 823 shares; 2025Q4: 317 shares; 2026Q1: 244 shares; 2026Q2: 2,073 shares 2,073 $111K 0.03% +1,829 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 774 shares; 2026Q2: 774 shares 774 $106K 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 663 shares; 2026Q1: not reported; 2026Q2: 648 shares 648 $106K 0.03% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,866 shares; 2024Q4: 3,052 shares; 2025Q1: 2,948 shares; 2025Q2: 2,804 shares; 2025Q3: 2,348 shares; 2025Q4: 1,938 shares; 2026Q1: 1,938 shares; 2026Q2: 1,838 shares 1,838 $106K 0.03% -100 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: 884 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,261 shares; 2026Q1: 1,165 shares; 2026Q2: 1,165 shares 1,165 $102K 0.02% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657 shares; 2024Q4: 1,312 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 869 shares; 2025Q4: 1,755 shares; 2026Q1: 1,780 shares; 2026Q2: 1,815 shares 1,815 $94K 0.02% +35 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 681 shares; 2026Q2: 681 shares 681 $84.7K 0.02% 0 Timeline IBDV 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: 1,379 shares; 2026Q2: 3,759 shares 3,759 $81.9K 0.02% +2,380 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 12 shares; 2026Q1: not reported; 2026Q2: 652 shares 652 $76.5K 0.02% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 477 shares 477 $75.8K 0.02% +382 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: 482 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 482 shares; 2026Q2: 482 shares 482 $75.3K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 903 shares; 2025Q4: 1,197 shares; 2026Q1: 1,197 shares; 2026Q2: 2,972 shares 2,972 $75K 0.02% +1,775 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 338 shares 338 $74.8K 0.02% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110 shares 110 $70.5K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111 shares; 2026Q2: 107 shares 107 $67.9K 0.02% -4 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: 240 shares; 2026Q2: 175 shares 175 $66.1K 0.02% -65 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: 1,718 shares; 2024Q4: 1,715 shares; 2025Q1: 1,146 shares; 2025Q2: 1,062 shares; 2025Q3: 1,035 shares; 2025Q4: 1,007 shares; 2026Q1: 1,044 shares; 2026Q2: 1,059 shares 1,059 $64.4K 0.02% +15 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 838 shares; 2026Q2: 838 shares 838 $64.1K 0.02% 0 Timeline IBDX 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: 1,196 shares; 2026Q2: 2,392 shares 2,392 $60.3K 0.01% +1,196 Timeline IBDY 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: 1,170 shares; 2026Q2: 2,339 shares 2,339 $60.2K 0.01% +1,169 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,442 shares; 2026Q2: 2,886 shares 2,886 $60.1K 0.01% +1,444 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,922 shares; 2025Q1: 3,942 shares; 2025Q2: not reported; 2025Q3: 1,184 shares; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares; 2026Q2: 1,239 shares 1,239 $58.7K 0.01% +35 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 300 shares; 2026Q1: 346 shares; 2026Q2: 1,071 shares 1,071 $56.9K 0.01% +725 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 140 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $56K 0.01% 0 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: 1,805 shares; 2024Q4: 1,414 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 536 shares 536 $55.7K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 590 shares; 2025Q3: 604 shares; 2025Q4: 1,208 shares; 2026Q1: 1,180 shares; 2026Q2: 1,180 shares 1,180 $53.5K 0.01% 0 Timeline MDYV 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: 531 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares; 2026Q2: 531 shares 531 $50.4K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 240 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $49.1K 0.01% 0 Timeline XBI 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: 295 shares; 2026Q1: 309 shares; 2026Q2: 309 shares 309 $48.9K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 486 shares; 2026Q2: 586 shares 586 $46.3K 0.01% +100 Timeline NZAC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 948 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948 $43.5K 0.01% 0 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: 1,063 shares; 2024Q4: 766 shares; 2025Q1: 531 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $36.2K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $31.1K 0.01% 0 Timeline TFI 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: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 647 shares; 2026Q2: 647 shares 647 $29.6K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 379 shares; 2026Q2: 230 shares 230 $29.4K 0.01% -149 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 495 shares 495 $28.5K 0.01% +85 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $27.9K 0.01% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 48 shares; 2025Q3: 140 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $27.5K 0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares; 2026Q1: not reported; 2026Q2: 663 shares 663 $26.3K 0.01% new Timeline SPTL 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: 1,752 shares; 2024Q4: 1,692 shares; 2025Q1: 1,692 shares; 2025Q2: 1,692 shares; 2025Q3: 3,081 shares; 2025Q4: 1,692 shares; 2026Q1: 992 shares; 2026Q2: 992 shares 992 $26K 0.01% 0 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: 300 shares; 2026Q2: 300 shares 300 $20K <0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $19.5K <0.01% 0 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 83 shares; 2025Q3: 52 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $19.4K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $13.2K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.8K <0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 474 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $10.9K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $8.89K <0.01% 0 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 145 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $8.2K <0.01% 0 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: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $8.14K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $7.96K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $5.25K <0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 12 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 39 shares 39 $1.85K <0.01% +1 Timeline