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: 140,017 shares; 2024Q4: 148,677 shares; 2025Q1: 153,246 shares; 2025Q2: 163,617 shares; 2025Q3: 167,436 shares; 2025Q4: 169,204 shares; 2026Q1: 171,762 shares; 2026Q2: 184,845 shares 184,845 $56M 10.57% +13,083 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,768 shares; 2024Q4: 129,903 shares; 2025Q1: 131,625 shares; 2025Q2: 134,045 shares; 2025Q3: 136,681 shares; 2025Q4: 138,025 shares; 2026Q1: 140,974 shares; 2026Q2: 616,950 shares 616,950 $49.7M 9.37% +475,976 Timeline SPHQ 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: 351,098 shares; 2024Q4: 353,303 shares; 2025Q1: 353,991 shares; 2025Q2: 349,424 shares; 2025Q3: 362,684 shares; 2025Q4: 370,528 shares; 2026Q1: 375,405 shares; 2026Q2: 368,869 shares 368,869 $33.2M 6.27% -6,536 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: 111,719 shares; 2024Q4: 113,520 shares; 2025Q1: 114,423 shares; 2025Q2: 116,399 shares; 2025Q3: 119,695 shares; 2025Q4: 144,777 shares; 2026Q1: 149,339 shares; 2026Q2: 150,142 shares 150,142 $23.7M 4.47% +803 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: 68,773 shares; 2024Q4: 80,866 shares; 2025Q1: 83,474 shares; 2025Q2: 88,603 shares; 2025Q3: 91,721 shares; 2025Q4: 95,336 shares; 2026Q1: 97,331 shares; 2026Q2: 99,938 shares 99,938 $21.3M 4.01% +2,607 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,856 shares; 2024Q4: 257,103 shares; 2025Q1: 258,698 shares; 2025Q2: 246,864 shares; 2025Q3: 249,328 shares; 2025Q4: 243,075 shares; 2026Q1: 243,788 shares; 2026Q2: 247,007 shares 247,007 $20.7M 3.9% +3,219 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: 148,242 shares; 2024Q4: 151,021 shares; 2025Q1: 154,198 shares; 2025Q2: 194,438 shares; 2025Q3: 205,111 shares; 2025Q4: 214,361 shares; 2026Q1: 221,415 shares; 2026Q2: 245,825 shares 245,825 $20.2M 3.81% +24,410 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: 35,344 shares; 2024Q4: 35,804 shares; 2025Q1: 36,078 shares; 2025Q2: 37,974 shares; 2025Q3: 39,175 shares; 2025Q4: 70,978 shares; 2026Q1: 74,187 shares; 2026Q2: 74,114 shares 74,114 $18M 3.39% -73 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: 26,406 shares; 2024Q4: 25,609 shares; 2025Q1: 25,274 shares; 2025Q2: 24,318 shares; 2025Q3: 24,960 shares; 2025Q4: 29,206 shares; 2026Q1: 30,011 shares; 2026Q2: 120,713 shares 120,713 $15M 2.83% +90,702 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,860 shares; 2024Q4: 55,101 shares; 2025Q1: 53,631 shares; 2025Q2: 53,628 shares; 2025Q3: 53,261 shares; 2025Q4: 51,300 shares; 2026Q1: 50,867 shares; 2026Q2: 50,867 shares 50,867 $14.7M 2.78% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,474 shares; 2024Q4: 32,560 shares; 2025Q1: 33,121 shares; 2025Q2: 37,503 shares; 2025Q3: 38,885 shares; 2025Q4: 39,389 shares; 2026Q1: 40,198 shares; 2026Q2: 46,127 shares 46,127 $13.8M 2.6% +5,929 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,643 shares; 2024Q4: 259,517 shares; 2025Q1: 261,049 shares; 2025Q2: 378,855 shares; 2025Q3: 396,927 shares; 2025Q4: 415,371 shares; 2026Q1: 428,201 shares; 2026Q2: 450,713 shares 450,713 $13.7M 2.59% +22,512 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,645 shares; 2024Q4: 194,726 shares; 2025Q1: 196,390 shares; 2025Q2: 198,447 shares; 2025Q3: 205,011 shares; 2025Q4: 169,080 shares; 2026Q1: 170,890 shares; 2026Q2: 173,437 shares 173,437 $13M 2.45% +2,547 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,684 shares; 2024Q4: 284,228 shares; 2025Q1: 294,251 shares; 2025Q2: 320,078 shares; 2025Q3: 330,811 shares; 2025Q4: 200,343 shares; 2026Q1: 198,841 shares; 2026Q2: 195,254 shares 195,254 $12.1M 2.29% -3,587 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: 11,552 shares; 2024Q4: 12,447 shares; 2025Q1: 12,629 shares; 2025Q2: 13,061 shares; 2025Q3: 12,752 shares; 2025Q4: 10,101 shares; 2026Q1: 9,850 shares; 2026Q2: 7,591 shares 7,591 $8.76M 1.65% -2,259 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,655 shares; 2024Q4: 14,255 shares; 2025Q1: 14,462 shares; 2025Q2: 15,614 shares; 2025Q3: 15,693 shares; 2025Q4: 15,946 shares; 2026Q1: 15,693 shares; 2026Q2: 17,484 shares 17,484 $7.27M 1.37% +1,791 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: 15,858 shares; 2024Q4: 15,808 shares; 2025Q1: 16,373 shares; 2025Q2: 16,340 shares; 2025Q3: 16,176 shares; 2025Q4: 16,230 shares; 2026Q1: 17,141 shares; 2026Q2: 18,334 shares 18,334 $6.84M 1.29% +1,193 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: 22,132 shares; 2024Q4: 22,527 shares; 2025Q1: 23,207 shares; 2025Q2: 23,531 shares; 2025Q3: 23,190 shares; 2025Q4: 22,702 shares; 2026Q1: 23,130 shares; 2026Q2: 25,218 shares 25,218 $6.4M 1.21% +2,088 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,386 shares; 2024Q4: 5,345 shares; 2025Q1: 5,279 shares; 2025Q2: 5,186 shares; 2025Q3: 5,505 shares; 2025Q4: 5,181 shares; 2026Q1: 5,273 shares; 2026Q2: 50,009 shares 50,009 $5.98M 1.13% +44,736 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,494 shares; 2024Q4: 73,494 shares; 2025Q1: 73,494 shares; 2025Q2: 73,494 shares; 2025Q3: 73,494 shares; 2025Q4: 73,494 shares; 2026Q1: 73,494 shares; 2026Q2: 73,494 shares 73,494 $5.88M 1.11% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,902 shares; 2024Q4: 6,051 shares; 2025Q1: 7,892 shares; 2025Q2: 9,942 shares; 2025Q3: 9,916 shares; 2025Q4: 11,035 shares; 2026Q1: 10,862 shares; 2026Q2: 11,139 shares 11,139 $5.57M 1.05% +277 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: 15,564 shares; 2024Q4: 15,199 shares; 2025Q1: 17,173 shares; 2025Q2: 17,208 shares; 2025Q3: 16,967 shares; 2025Q4: 17,757 shares; 2026Q1: 18,525 shares; 2026Q2: 23,220 shares 23,220 $5.53M 1.04% +4,695 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,622 shares; 2024Q4: 4,736 shares; 2025Q1: 7,330 shares; 2025Q2: 14,258 shares; 2025Q3: 14,058 shares; 2025Q4: 12,727 shares; 2026Q1: 13,157 shares; 2026Q2: 15,191 shares 15,191 $5.37M 1.01% +2,034 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,367 shares; 2024Q4: 4,246 shares; 2025Q1: 4,306 shares; 2025Q2: 4,330 shares; 2025Q3: 4,361 shares; 2025Q4: 3,998 shares; 2026Q1: 3,993 shares; 2026Q2: 4,427 shares 4,427 $5.31M 1% +434 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: 14,428 shares; 2024Q4: 13,994 shares; 2025Q1: 14,290 shares; 2025Q2: 13,994 shares; 2025Q3: 13,862 shares; 2025Q4: 13,770 shares; 2026Q1: 14,086 shares; 2026Q2: 15,817 shares 15,817 $5.18M 0.98% +1,731 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: 8,379 shares; 2024Q4: 8,666 shares; 2025Q1: 9,389 shares; 2025Q2: 9,725 shares; 2025Q3: 9,292 shares; 2025Q4: 7,801 shares; 2026Q1: 8,768 shares; 2026Q2: 8,751 shares 8,751 $5.08M 0.96% -17 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: 2,828 shares; 2024Q4: 2,828 shares; 2025Q1: 2,826 shares; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 2,833 shares; 2026Q1: 3,781 shares; 2026Q2: 3,881 shares 3,881 $4.13M 0.78% +100 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: 8,593 shares; 2024Q4: 8,587 shares; 2025Q1: 9,339 shares; 2025Q2: 9,456 shares; 2025Q3: 9,586 shares; 2025Q4: 9,655 shares; 2026Q1: 9,935 shares; 2026Q2: 9,883 shares 9,883 $3.53M 0.67% -52 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: 3,027 shares; 2024Q4: 2,951 shares; 2025Q1: 3,005 shares; 2025Q2: 2,894 shares; 2025Q3: 2,884 shares; 2025Q4: 3,005 shares; 2026Q1: 3,026 shares; 2026Q2: 3,501 shares 3,501 $3.28M 0.62% +475 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: 27,488 shares; 2024Q4: 27,420 shares; 2025Q1: 26,805 shares; 2025Q2: 26,081 shares; 2025Q3: 25,785 shares; 2025Q4: 24,904 shares; 2026Q1: 25,102 shares; 2026Q2: 27,711 shares 27,711 $3.25M 0.61% +2,609 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: 27,372 shares; 2024Q4: 25,102 shares; 2025Q1: 25,624 shares; 2025Q2: 24,773 shares; 2025Q3: 24,207 shares; 2025Q4: 24,072 shares; 2026Q1: 23,600 shares; 2026Q2: 26,066 shares 26,066 $2.95M 0.56% +2,466 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: 15,832 shares; 2024Q4: 15,851 shares; 2025Q1: 16,068 shares; 2025Q2: 15,870 shares; 2025Q3: 15,690 shares; 2025Q4: 16,294 shares; 2026Q1: 17,017 shares; 2026Q2: 19,969 shares 19,969 $2.93M 0.55% +2,952 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: 5,173 shares; 2024Q4: 5,111 shares; 2025Q1: 5,207 shares; 2025Q2: 5,376 shares; 2025Q3: 5,315 shares; 2025Q4: 5,619 shares; 2026Q1: 5,705 shares; 2026Q2: 7,796 shares 7,796 $2.75M 0.52% +2,091 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: 3,411 shares; 2024Q4: 3,582 shares; 2025Q1: 3,560 shares; 2025Q2: 3,403 shares; 2025Q3: 3,401 shares; 2025Q4: 3,609 shares; 2026Q1: 3,732 shares; 2026Q2: 4,311 shares 4,311 $2.73M 0.52% +579 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: 12,849 shares; 2024Q4: 12,550 shares; 2025Q1: 12,851 shares; 2025Q2: 12,228 shares; 2025Q3: 11,896 shares; 2025Q4: 11,004 shares; 2026Q1: 11,035 shares; 2026Q2: 14,050 shares 14,050 $2.67M 0.5% +3,015 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: 11,672 shares; 2024Q4: 11,672 shares; 2025Q1: 11,672 shares; 2025Q2: 11,672 shares; 2025Q3: 10,922 shares; 2025Q4: 10,924 shares; 2026Q1: 10,924 shares; 2026Q2: 10,415 shares 10,415 $2.66M 0.5% -509 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,489 shares; 2024Q4: 7,537 shares; 2025Q1: 7,694 shares; 2025Q2: 7,927 shares; 2025Q3: 7,868 shares; 2025Q4: 8,523 shares; 2026Q1: 8,559 shares; 2026Q2: 8,827 shares 8,827 $2.63M 0.5% +268 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,721 shares; 2024Q4: 12,946 shares; 2025Q1: 13,412 shares; 2025Q2: 16,368 shares; 2025Q3: 15,425 shares; 2025Q4: 16,417 shares; 2026Q1: 16,474 shares; 2026Q2: 19,604 shares 19,604 $2.56M 0.48% +3,130 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,103 shares; 2024Q4: 6,822 shares; 2025Q1: 6,807 shares; 2025Q2: 6,634 shares; 2025Q3: 6,548 shares; 2025Q4: 6,528 shares; 2026Q1: 6,584 shares; 2026Q2: 7,752 shares 7,752 $2.56M 0.48% +1,168 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: 15,816 shares; 2024Q4: 16,952 shares; 2025Q1: 18,474 shares; 2025Q2: 17,562 shares; 2025Q3: 18,678 shares; 2025Q4: 19,164 shares; 2026Q1: 22,831 shares; 2026Q2: 23,051 shares 23,051 $2.51M 0.47% +220 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,255 shares; 2024Q4: 63,733 shares; 2025Q1: 64,096 shares; 2025Q2: 47,453 shares; 2025Q3: 47,100 shares; 2025Q4: 44,213 shares; 2026Q1: 44,842 shares; 2026Q2: 41,198 shares 41,198 $2.46M 0.46% -3,644 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,646 shares; 2024Q4: 15,839 shares; 2025Q1: 15,782 shares; 2025Q2: 15,849 shares; 2025Q3: 15,779 shares; 2025Q4: 15,790 shares; 2026Q1: 15,948 shares; 2026Q2: 19,358 shares 19,358 $2.45M 0.46% +3,410 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,101 shares; 2024Q4: 39,058 shares; 2025Q1: 39,348 shares; 2025Q2: 41,058 shares; 2025Q3: 39,997 shares; 2025Q4: 39,668 shares; 2026Q1: 39,641 shares; 2026Q2: 48,831 shares 48,831 $2.43M 0.46% +9,190 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,748 shares; 2024Q4: 12,830 shares; 2025Q1: 12,849 shares; 2025Q2: 13,039 shares; 2025Q3: 12,482 shares; 2025Q4: 11,672 shares; 2026Q1: 11,783 shares; 2026Q2: 13,290 shares 13,290 $2.31M 0.44% +1,507 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,442 shares; 2024Q4: 16,052 shares; 2025Q1: 16,076 shares; 2025Q2: 16,269 shares; 2025Q3: 15,948 shares; 2025Q4: 16,349 shares; 2026Q1: 16,616 shares; 2026Q2: 20,525 shares 20,525 $2.27M 0.43% +3,909 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: 17,189 shares; 2024Q4: 17,908 shares; 2025Q1: 18,238 shares; 2025Q2: 18,209 shares; 2025Q3: 18,755 shares; 2025Q4: 19,388 shares; 2026Q1: 22,572 shares; 2026Q2: 22,776 shares 22,776 $2.25M 0.43% +204 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: 2,921 shares; 2024Q4: 4,050 shares; 2025Q1: 4,216 shares; 2025Q2: 4,233 shares; 2025Q3: 4,246 shares; 2025Q4: 4,635 shares; 2026Q1: 4,611 shares; 2026Q2: 6,234 shares 6,234 $2.14M 0.4% +1,623 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: 7,543 shares; 2024Q4: 7,667 shares; 2025Q1: 9,008 shares; 2025Q2: 9,008 shares; 2025Q3: 9,008 shares; 2025Q4: 8,007 shares; 2026Q1: 7,950 shares; 2026Q2: 10,203 shares 10,203 $2.04M 0.39% +2,253 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: 4,756 shares; 2024Q4: 4,734 shares; 2025Q1: 4,731 shares; 2025Q2: 4,734 shares; 2025Q3: 4,737 shares; 2025Q4: 4,766 shares; 2026Q1: 4,811 shares; 2026Q2: 5,986 shares 5,986 $2.04M 0.38% +1,175 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,910 shares; 2024Q4: 7,993 shares; 2025Q1: 7,892 shares; 2025Q2: 7,222 shares; 2025Q3: 6,980 shares; 2025Q4: 7,388 shares; 2026Q1: 7,584 shares; 2026Q2: 9,406 shares 9,406 $2.04M 0.38% +1,822 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: 12,593 shares; 2024Q4: 13,207 shares; 2025Q1: 13,495 shares; 2025Q2: 13,941 shares; 2025Q3: 13,653 shares; 2025Q4: 14,516 shares; 2026Q1: 14,834 shares; 2026Q2: 19,535 shares 19,535 $1.88M 0.35% +4,701 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,096 shares; 2024Q4: 17,255 shares; 2025Q1: 21,028 shares; 2025Q2: 23,791 shares; 2025Q3: 23,329 shares; 2025Q4: 24,893 shares; 2026Q1: 25,661 shares; 2026Q2: 45,737 shares 45,737 $1.88M 0.35% +20,076 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,004 shares; 2024Q4: 9,571 shares; 2025Q1: 9,661 shares; 2025Q2: 9,866 shares; 2025Q3: 9,891 shares; 2025Q4: 11,583 shares; 2026Q1: 11,854 shares; 2026Q2: 16,883 shares 16,883 $1.85M 0.35% +5,029 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,102 shares; 2024Q4: 25,045 shares; 2025Q1: 25,940 shares; 2025Q2: 48,466 shares; 2025Q3: 47,839 shares; 2025Q4: 44,670 shares; 2026Q1: 44,543 shares; 2026Q2: 50,273 shares 50,273 $1.71M 0.32% +5,730 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 12,352 shares 12,352 $1.68M 0.32% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,779 shares; 2024Q4: 19,260 shares; 2025Q1: 20,008 shares; 2025Q2: 19,057 shares; 2025Q3: 18,983 shares; 2025Q4: 21,859 shares; 2026Q1: 22,435 shares; 2026Q2: 28,319 shares 28,319 $1.64M 0.31% +5,884 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,934 shares; 2024Q4: 6,236 shares; 2025Q1: 6,308 shares; 2025Q2: 6,536 shares; 2025Q3: 6,372 shares; 2025Q4: 5,740 shares; 2026Q1: 5,787 shares; 2026Q2: 6,217 shares 6,217 $1.62M 0.31% +430 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,956 shares; 2024Q4: 12,070 shares; 2025Q1: 12,131 shares; 2025Q2: 13,196 shares; 2025Q3: 13,066 shares; 2025Q4: 12,788 shares; 2026Q1: 12,939 shares; 2026Q2: 20,259 shares 20,259 $1.58M 0.3% +7,320 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,629 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares; 2026Q1: 2,625 shares; 2026Q2: 6,325 shares 6,325 $1.56M 0.29% +3,700 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,366 shares; 2024Q4: 5,132 shares; 2025Q1: 5,408 shares; 2025Q2: 5,738 shares; 2025Q3: 5,751 shares; 2025Q4: 6,227 shares; 2026Q1: 6,322 shares; 2026Q2: 9,737 shares 9,737 $1.53M 0.29% +3,415 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,000 shares 33,000 $1.45M 0.27% new 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: 1,908 shares; 2024Q4: 1,908 shares; 2025Q1: 1,900 shares; 2025Q2: 1,916 shares; 2025Q3: 1,916 shares; 2025Q4: 1,916 shares; 2026Q1: 1,920 shares; 2026Q2: 1,905 shares 1,905 $1.43M 0.27% -15 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,750 shares; 2024Q4: 32,148 shares; 2025Q1: 31,933 shares; 2025Q2: 41,205 shares; 2025Q3: 40,884 shares; 2025Q4: 42,618 shares; 2026Q1: 43,332 shares; 2026Q2: 58,636 shares 58,636 $1.41M 0.27% +15,304 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,068 shares; 2024Q4: 4,795 shares; 2025Q1: 4,969 shares; 2025Q2: 5,285 shares; 2025Q3: 5,238 shares; 2025Q4: 5,985 shares; 2026Q1: 6,109 shares; 2026Q2: 8,367 shares 8,367 $1.4M 0.26% +2,258 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: 5,325 shares; 2024Q4: 5,325 shares; 2025Q1: 5,325 shares; 2025Q2: 5,319 shares; 2025Q3: 5,319 shares; 2025Q4: 5,318 shares; 2026Q1: 5,516 shares; 2026Q2: 5,009 shares 5,009 $1.36M 0.26% -507 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185 shares; 2024Q4: 1,214 shares; 2025Q1: 1,226 shares; 2025Q2: 1,237 shares; 2025Q3: 1,257 shares; 2025Q4: 1,261 shares; 2026Q1: 1,801 shares; 2026Q2: 1,806 shares 1,806 $1.35M 0.25% +5 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: 8,242 shares; 2024Q4: 8,242 shares; 2025Q1: 8,642 shares; 2025Q2: 8,642 shares; 2025Q3: 8,642 shares; 2025Q4: 8,726 shares; 2026Q1: 8,835 shares; 2026Q2: 8,301 shares 8,301 $1.12M 0.21% -534 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,738 shares 4,738 $1.06M 0.2% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,738 shares 4,738 $1.05M 0.2% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 885 shares 885 $1.04M 0.2% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: 836 shares; 2025Q3: 631 shares; 2025Q4: 653 shares; 2026Q1: 632 shares; 2026Q2: 965 shares 965 $976K 0.18% +333 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: 1,288 shares; 2025Q2: 1,288 shares; 2025Q3: 1,288 shares; 2025Q4: 2,854 shares; 2026Q1: 2,776 shares; 2026Q2: 2,776 shares 2,776 $939K 0.18% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,367 shares; 2024Q4: 13,117 shares; 2025Q1: 13,175 shares; 2025Q2: 13,175 shares; 2025Q3: 13,175 shares; 2025Q4: 12,106 shares; 2026Q1: 11,829 shares; 2026Q2: 11,528 shares 11,528 $937K 0.18% -301 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: 44,069 shares; 2024Q4: 40,755 shares; 2025Q1: 40,784 shares; 2025Q2: 8,562 shares; 2025Q3: 8,562 shares; 2025Q4: 8,981 shares; 2026Q1: 8,981 shares; 2026Q2: 14,875 shares 14,875 $848K 0.16% +5,894 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: 3,112 shares; 2024Q4: 3,110 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,324 shares; 2026Q1: 3,324 shares; 2026Q2: 3,294 shares 3,294 $829K 0.16% -30 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,000 shares 43,000 $822K 0.16% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,200 shares 4,200 $801K 0.15% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.14% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,193 shares; 2024Q4: 10,123 shares; 2025Q1: 10,123 shares; 2025Q2: 9,848 shares; 2025Q3: 9,848 shares; 2025Q4: 9,637 shares; 2026Q1: 9,615 shares; 2026Q2: 9,535 shares 9,535 $735K 0.14% -80 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,129 shares; 2024Q4: 3,119 shares; 2025Q1: 3,119 shares; 2025Q2: 3,091 shares; 2025Q3: 3,091 shares; 2025Q4: 3,091 shares; 2026Q1: 3,091 shares; 2026Q2: 3,091 shares 3,091 $731K 0.14% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 886 shares; 2026Q1: 830 shares; 2026Q2: 1,942 shares 1,942 $726K 0.14% +1,112 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,822 shares 4,822 $675K 0.13% new 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: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 3,871 shares; 2026Q1: 1,805 shares; 2026Q2: 1,805 shares 1,805 $668K 0.13% 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: 1,504 shares 1,504 $652K 0.12% new 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: 4,424 shares; 2024Q4: 4,422 shares; 2025Q1: 4,672 shares; 2025Q2: 4,672 shares; 2025Q3: 4,672 shares; 2025Q4: 4,426 shares; 2026Q1: 4,426 shares; 2026Q2: 4,426 shares 4,426 $649K 0.12% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,468 shares 1,468 $633K 0.12% new 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: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares; 2026Q2: 1,667 shares 1,667 $630K 0.12% +472 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: 2,381 shares; 2024Q4: 2,381 shares; 2025Q1: 2,381 shares; 2025Q2: 2,244 shares; 2025Q3: 2,244 shares; 2025Q4: 2,458 shares; 2026Q1: 2,328 shares; 2026Q2: 2,286 shares 2,286 $618K 0.12% -42 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,844 shares; 2024Q4: 2,844 shares; 2025Q1: 2,833 shares; 2025Q2: 2,408 shares; 2025Q3: 2,408 shares; 2025Q4: 2,129 shares; 2026Q1: 2,129 shares; 2026Q2: 1,964 shares 1,964 $618K 0.12% -165 Timeline CBK COMMERCIAL BANCGROUP INC More: the full row for COMMERCIAL BANCGROUP 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: 18,975 shares; 2026Q1: 18,975 shares; 2026Q2: 18,975 shares 18,975 $613K 0.12% 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: 2,811 shares; 2024Q4: 2,811 shares; 2025Q1: 2,811 shares; 2025Q2: 2,811 shares; 2025Q3: 2,881 shares; 2025Q4: 2,881 shares; 2026Q1: 2,811 shares; 2026Q2: 2,811 shares 2,811 $613K 0.12% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,572 shares 1,572 $608K 0.11% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 298 shares 298 $593K 0.11% new 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,575 shares; 2025Q4: 1,576 shares; 2026Q1: 1,576 shares; 2026Q2: 1,576 shares 1,576 $558K 0.11% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,390 shares; 2024Q4: 4,173 shares; 2025Q1: 4,173 shares; 2025Q2: 4,173 shares; 2025Q3: 4,173 shares; 2025Q4: 4,173 shares; 2026Q1: 2,645 shares; 2026Q2: 2,645 shares 2,645 $543K 0.1% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 895 shares; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 991 shares; 2026Q1: 1,291 shares; 2026Q2: 1,288 shares 1,288 $542K 0.1% -3 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 424 shares; 2025Q4: not reported; 2026Q1: 425 shares; 2026Q2: 1,025 shares 1,025 $532K 0.1% +600 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: 1,643 shares; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,642 shares; 2025Q4: 1,643 shares; 2026Q1: 1,643 shares; 2026Q2: 1,643 shares 1,643 $517K 0.1% 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: 3,641 shares; 2024Q4: 3,448 shares; 2025Q1: 3,448 shares; 2025Q2: 3,448 shares; 2025Q3: 3,448 shares; 2025Q4: 3,454 shares; 2026Q1: 3,954 shares; 2026Q2: 3,950 shares 3,950 $508K 0.1% -4 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: 434 shares; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 607 shares; 2026Q1: 703 shares; 2026Q2: 732 shares 732 $503K 0.09% +29 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,500 shares 9,500 $501K 0.09% new 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: 4,360 shares; 2024Q4: 4,276 shares; 2025Q1: 3,977 shares; 2025Q2: 3,977 shares; 2025Q3: 3,376 shares; 2025Q4: 3,376 shares; 2026Q1: 3,376 shares; 2026Q2: 3,374 shares 3,374 $500K 0.09% -2 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,776 shares 2,776 $489K 0.09% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,321 shares; 2024Q4: 5,318 shares; 2025Q1: 5,533 shares; 2025Q2: 5,533 shares; 2025Q3: 5,533 shares; 2025Q4: 5,498 shares; 2026Q1: 5,498 shares; 2026Q2: 5,498 shares 5,498 $483K 0.09% 0 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: 535 shares; 2024Q4: 532 shares; 2025Q1: 655 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 725 shares; 2026Q1: 852 shares; 2026Q2: 852 shares 852 $480K 0.09% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,275 shares; 2024Q4: 4,275 shares; 2025Q1: 4,275 shares; 2025Q2: 4,275 shares; 2025Q3: 4,087 shares; 2025Q4: 4,089 shares; 2026Q1: 4,089 shares; 2026Q2: 4,089 shares 4,089 $479K 0.09% 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: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares; 2026Q1: 1,295 shares; 2026Q2: 1,295 shares 1,295 $477K 0.09% 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: 4,812 shares; 2024Q4: 14,415 shares; 2025Q1: 14,415 shares; 2025Q2: 14,415 shares; 2025Q3: 14,415 shares; 2025Q4: 14,415 shares; 2026Q1: 14,415 shares; 2026Q2: 14,415 shares 14,415 $457K 0.09% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 626 shares 626 $451K 0.09% new 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: 678 shares; 2024Q4: 668 shares; 2025Q1: 897 shares; 2025Q2: 882 shares; 2025Q3: 824 shares; 2025Q4: 868 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $420K 0.08% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,487 shares; 2024Q4: 2,487 shares; 2025Q1: 2,487 shares; 2025Q2: 2,487 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares; 2026Q1: 2,487 shares; 2026Q2: 2,487 shares 2,487 $409K 0.08% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,891 shares; 2026Q1: 2,557 shares; 2026Q2: 2,491 shares 2,491 $407K 0.08% -66 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: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 4,185 shares; 2025Q2: 4,185 shares; 2025Q3: 4,185 shares; 2025Q4: 4,185 shares; 2026Q1: 4,185 shares; 2026Q2: 4,185 shares 4,185 $404K 0.08% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,702 shares 3,702 $396K 0.07% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,334 shares; 2024Q4: 8,334 shares; 2025Q1: 6,282 shares; 2025Q2: 6,282 shares; 2025Q3: 6,282 shares; 2025Q4: 6,538 shares; 2026Q1: 6,538 shares; 2026Q2: 6,538 shares 6,538 $395K 0.07% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,900 shares 3,900 $393K 0.07% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,859 shares; 2024Q4: 2,859 shares; 2025Q1: 2,859 shares; 2025Q2: 2,857 shares; 2025Q3: 2,757 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares; 2026Q2: 2,747 shares 2,747 $393K 0.07% -10 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS 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: 4,376 shares; 2026Q1: 4,265 shares; 2026Q2: 4,265 shares 4,265 $382K 0.07% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,805 shares; 2024Q4: 2,655 shares; 2025Q1: 2,655 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares; 2026Q2: 2,020 shares 2,020 $374K 0.07% -150 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: 5,015 shares; 2024Q4: 4,859 shares; 2025Q1: 4,773 shares; 2025Q2: 4,554 shares; 2025Q3: 3,725 shares; 2025Q4: 3,221 shares; 2026Q1: 3,328 shares; 2026Q2: 3,086 shares 3,086 $367K 0.07% -242 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: 8,081 shares; 2024Q4: 7,998 shares; 2025Q1: 8,256 shares; 2025Q2: 8,144 shares; 2025Q3: 6,706 shares; 2025Q4: 6,466 shares; 2026Q1: 6,331 shares; 2026Q2: 5,970 shares 5,970 $363K 0.07% -361 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: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares; 2026Q1: 1,712 shares; 2026Q2: 1,712 shares 1,712 $363K 0.07% 0 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: 1,665 shares; 2024Q4: 1,665 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 2,285 shares; 2026Q1: 2,185 shares; 2026Q2: 2,185 shares 2,185 $362K 0.07% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,412 shares; 2024Q4: 3,002 shares; 2025Q1: 2,973 shares; 2025Q2: 3,464 shares; 2025Q3: 3,508 shares; 2025Q4: 3,587 shares; 2026Q1: 3,584 shares; 2026Q2: 3,482 shares 3,482 $362K 0.07% -102 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,695 shares; 2024Q4: 5,690 shares; 2025Q1: 5,690 shares; 2025Q2: 4,295 shares; 2025Q3: 4,295 shares; 2025Q4: 4,601 shares; 2026Q1: 4,303 shares; 2026Q2: 4,303 shares 4,303 $356K 0.07% 0 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: 677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: 371 shares; 2026Q1: 480 shares; 2026Q2: 466 shares 466 $343K 0.06% -14 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: 33,851 shares; 2024Q4: 42,831 shares; 2025Q1: 45,107 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,350 shares 2,350 $328K 0.06% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,600 shares 4,600 $322K 0.06% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,083 shares; 2024Q4: 4,083 shares; 2025Q1: 4,083 shares; 2025Q2: 4,083 shares; 2025Q3: 4,083 shares; 2025Q4: 4,083 shares; 2026Q1: 4,083 shares; 2026Q2: 4,083 shares 4,083 $320K 0.06% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,052 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 977 shares; 2025Q4: 977 shares; 2026Q1: 977 shares; 2026Q2: 952 shares 952 $298K 0.06% -25 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 759 shares 759 $296K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,840 shares; 2026Q1: 2,525 shares; 2026Q2: 2,525 shares 2,525 $288K 0.05% 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: 704 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 618 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560 $285K 0.05% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 634 shares; 2025Q1: not reported; 2025Q2: 634 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 646 shares; 2026Q2: 3,232 shares 3,232 $284K 0.05% +2,586 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 288 shares 288 $282K 0.05% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $281K 0.05% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,424 shares 1,424 $270K 0.05% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 228 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 137 shares 137 $268K 0.05% -6 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,230 shares 1,230 $257K 0.05% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,503 shares 1,503 $255K 0.05% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,905 shares; 2025Q2: 2,822 shares; 2025Q3: 2,752 shares; 2025Q4: 2,752 shares; 2026Q1: 2,752 shares; 2026Q2: 2,752 shares 2,752 $253K 0.05% 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: 2,587 shares; 2024Q4: 2,587 shares; 2025Q1: 2,587 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 2,838 shares; 2026Q1: 2,587 shares; 2026Q2: 2,587 shares 2,587 $251K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,158 shares; 2025Q2: 3,016 shares; 2025Q3: 2,104 shares; 2025Q4: 2,106 shares; 2026Q1: 2,106 shares; 2026Q2: 2,106 shares 2,106 $248K 0.05% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares; 2026Q2: 1,001 shares 1,001 $238K 0.04% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,264 shares; 2025Q3: 1,981 shares; 2025Q4: 1,962 shares; 2026Q1: 1,998 shares; 2026Q2: 1,998 shares 1,998 $233K 0.04% 0 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: 6,833 shares; 2024Q4: 7,090 shares; 2025Q1: 7,264 shares; 2025Q2: 6,883 shares; 2025Q3: 5,543 shares; 2025Q4: 5,026 shares; 2026Q1: 4,962 shares; 2026Q2: 4,550 shares 4,550 $229K 0.04% -412 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 506 shares 506 $226K 0.04% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 992 shares 992 $225K 0.04% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,003 shares; 2024Q4: 3,938 shares; 2025Q1: 3,938 shares; 2025Q2: 3,938 shares; 2025Q3: 3,938 shares; 2025Q4: 3,942 shares; 2026Q1: 3,473 shares; 2026Q2: 3,279 shares 3,279 $224K 0.04% -194 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: 230 shares 230 $222K 0.04% new Timeline ROKU ROKU INC More: the full row for ROKU 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: 1,606 shares 1,606 $222K 0.04% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,702 shares 7,702 $214K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $212K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 751 shares 751 $209K 0.04% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,709 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,062 shares; 2025Q4: 4,062 shares; 2026Q1: 4,062 shares; 2026Q2: 4,062 shares 4,062 $206K 0.04% 0 Timeline PACK RANPAK HOLDINGS CORP More: the full row for RANPAK HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,925 shares; 2026Q1: 10,925 shares; 2026Q2: 10,925 shares 10,925 $79.9K 0.02% 0 Timeline