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: 21,495 shares; 2024Q4: 21,591 shares; 2025Q1: not reported; 2025Q2: 21,783 shares; 2025Q3: 21,977 shares; 2025Q4: 42,702 shares; 2026Q1: 42,528 shares; 2026Q2: 41,140 shares 41,140 $7.84M 5.46% -1,388 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: 17,580 shares; 2024Q4: 18,109 shares; 2025Q1: 17,511 shares; 2025Q2: 17,734 shares; 2025Q3: 17,582 shares; 2025Q4: 17,336 shares; 2026Q1: 16,737 shares; 2026Q2: 16,181 shares 16,181 $6.04M 4.21% -556 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: 13,050 shares; 2024Q4: 12,911 shares; 2025Q1: 13,039 shares; 2025Q2: 13,361 shares; 2025Q3: 13,337 shares; 2025Q4: 13,567 shares; 2026Q1: 13,506 shares; 2026Q2: 12,940 shares 12,940 $4.62M 3.22% -566 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: 27,910 shares; 2024Q4: 27,918 shares; 2025Q1: 27,829 shares; 2025Q2: 27,535 shares; 2025Q3: 27,751 shares; 2025Q4: 27,469 shares; 2026Q1: 27,081 shares; 2026Q2: 15,913 shares 15,913 $4.6M 3.21% -11,168 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: 24,892 shares; 2024Q4: 24,799 shares; 2025Q1: 25,242 shares; 2025Q2: 25,883 shares; 2025Q3: 26,185 shares; 2025Q4: 22,091 shares; 2026Q1: 21,470 shares; 2026Q2: 22,006 shares 22,006 $4.4M 3.07% +536 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: 6,296 shares; 2024Q4: 6,137 shares; 2025Q1: not reported; 2025Q2: 6,095 shares; 2025Q3: 5,852 shares; 2025Q4: 5,716 shares; 2026Q1: 5,530 shares; 2026Q2: 5,624 shares 5,624 $3.86M 2.69% +94 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: 11,975 shares; 2024Q4: 11,595 shares; 2025Q1: not reported; 2025Q2: 11,595 shares; 2025Q3: 11,595 shares; 2025Q4: 11,595 shares; 2026Q1: 11,595 shares; 2026Q2: 46,380 shares 46,380 $3.74M 2.61% +34,785 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: 15,880 shares; 2024Q4: 16,026 shares; 2025Q1: 16,256 shares; 2025Q2: 16,815 shares; 2025Q3: 16,799 shares; 2025Q4: 16,016 shares; 2026Q1: 14,647 shares; 2026Q2: 13,753 shares 13,753 $3.28M 2.29% -894 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: 21,091 shares; 2024Q4: 20,906 shares; 2025Q1: 20,158 shares; 2025Q2: 20,068 shares; 2025Q3: 19,670 shares; 2025Q4: 19,480 shares; 2026Q1: 19,872 shares; 2026Q2: 19,872 shares 19,872 $3.15M 2.2% 0 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: 14,426 shares; 2024Q4: 14,236 shares; 2025Q1: not reported; 2025Q2: 14,067 shares; 2025Q3: 13,705 shares; 2025Q4: 26,890 shares; 2026Q1: 27,972 shares; 2026Q2: 26,872 shares 26,872 $3.15M 2.2% -1,100 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: 6,007 shares; 2024Q4: 6,535 shares; 2025Q1: 6,535 shares; 2025Q2: 5,674 shares; 2025Q3: 5,652 shares; 2025Q4: 5,652 shares; 2026Q1: 5,652 shares; 2026Q2: 5,266 shares 5,266 $3.06M 2.13% -386 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: 4,374 shares; 2024Q4: 4,340 shares; 2025Q1: 5,123 shares; 2025Q2: 4,927 shares; 2025Q3: 4,805 shares; 2025Q4: 4,755 shares; 2026Q1: 4,857 shares; 2026Q2: 3,958 shares 3,958 $2.91M 2.03% -899 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,006 shares; 2024Q4: 11,006 shares; 2025Q1: 25,896 shares; 2025Q2: 22,390 shares; 2025Q3: 22,390 shares; 2025Q4: 104,046 shares; 2026Q1: 97,046 shares; 2026Q2: 97,046 shares 97,046 $2.69M 1.87% 0 Timeline VOX 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: 14,762 shares; 2024Q4: 14,762 shares; 2025Q1: not reported; 2025Q2: 14,656 shares; 2025Q3: 14,606 shares; 2025Q4: 14,606 shares; 2026Q1: 13,934 shares; 2026Q2: 13,934 shares 13,934 $2.56M 1.79% 0 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: 2,839 shares; 2024Q4: 3,003 shares; 2025Q1: 2,813 shares; 2025Q2: 2,837 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares; 2026Q2: 2,670 shares 2,670 $2.5M 1.74% -180 Timeline XLI 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: 12,564 shares; 2024Q4: 12,818 shares; 2025Q1: not reported; 2025Q2: 11,920 shares; 2025Q3: 11,368 shares; 2025Q4: 11,279 shares; 2026Q1: 11,987 shares; 2026Q2: 12,095 shares 12,095 $2.24M 1.56% +108 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: 3,137 shares; 2024Q4: 3,107 shares; 2025Q1: 3,107 shares; 2025Q2: 3,107 shares; 2025Q3: 3,107 shares; 2025Q4: 3,107 shares; 2026Q1: 3,587 shares; 2026Q2: 4,342 shares 4,342 $2.17M 1.51% +755 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: 37,460 shares; 2024Q4: 76,575 shares; 2025Q1: 86,061 shares; 2025Q2: 81,581 shares; 2025Q3: 80,663 shares; 2025Q4: 81,095 shares; 2026Q1: 84,550 shares; 2026Q2: 89,433 shares 89,433 $2.16M 1.51% +4,883 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: 3,004 shares; 2024Q4: 2,995 shares; 2025Q1: 2,951 shares; 2025Q2: 2,952 shares; 2025Q3: 2,933 shares; 2025Q4: 2,883 shares; 2026Q1: 2,779 shares; 2026Q2: 2,779 shares 2,779 $2.08M 1.45% 0 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: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,302 shares; 2025Q2: 2,302 shares; 2025Q3: 2,302 shares; 2025Q4: 2,265 shares; 2026Q1: 2,562 shares; 2026Q2: 2,537 shares 2,537 $1.9M 1.32% -25 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: 37,886 shares; 2024Q4: 38,722 shares; 2025Q1: not reported; 2025Q2: 35,530 shares; 2025Q3: 32,590 shares; 2025Q4: 31,986 shares; 2026Q1: 32,812 shares; 2026Q2: 32,812 shares 32,812 $1.76M 1.23% 0 Timeline VFH 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: 13,280 shares; 2024Q4: 13,280 shares; 2025Q1: not reported; 2025Q2: 13,486 shares; 2025Q3: 13,380 shares; 2025Q4: 13,173 shares; 2026Q1: 13,249 shares; 2026Q2: 13,249 shares 13,249 $1.74M 1.22% 0 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: 11,252 shares; 2025Q1: 11,252 shares; 2025Q2: 11,252 shares; 2025Q3: 11,761 shares; 2025Q4: 11,251 shares; 2026Q1: 11,136 shares; 2026Q2: 10,121 shares 10,121 $1.72M 1.2% -1,015 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: 22,002 shares; 2024Q4: 21,936 shares; 2025Q1: not reported; 2025Q2: 20,230 shares; 2025Q3: 19,520 shares; 2025Q4: 18,633 shares; 2026Q1: 16,607 shares; 2026Q2: 15,867 shares 15,867 $1.7M 1.19% -740 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: 6,469 shares; 2024Q4: 6,507 shares; 2025Q1: 6,703 shares; 2025Q2: 6,911 shares; 2025Q3: 7,524 shares; 2025Q4: 7,263 shares; 2026Q1: 7,360 shares; 2026Q2: 8,866 shares 8,866 $1.69M 1.18% +1,506 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: 4,180 shares; 2024Q4: 4,242 shares; 2025Q1: not reported; 2025Q2: 4,393 shares; 2025Q3: 4,493 shares; 2025Q4: 4,492 shares; 2026Q1: 4,622 shares; 2026Q2: 4,634 shares 4,634 $1.59M 1.11% +12 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,661 shares; 2024Q4: 1,601 shares; 2025Q1: 1,539 shares; 2025Q2: 1,538 shares; 2025Q3: 1,573 shares; 2025Q4: 1,553 shares; 2026Q1: 1,419 shares; 2026Q2: 1,292 shares 1,292 $1.55M 1.08% -127 Timeline XLP 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: 20,596 shares; 2024Q4: 20,664 shares; 2025Q1: not reported; 2025Q2: 19,519 shares; 2025Q3: 18,649 shares; 2025Q4: 18,465 shares; 2026Q1: 18,220 shares; 2026Q2: 18,116 shares 18,116 $1.5M 1.05% -104 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: 4,685 shares; 2026Q1: 5,775 shares; 2026Q2: 4,205 shares 4,205 $1.49M 1.04% -1,570 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: 24,863 shares; 2024Q4: 25,396 shares; 2025Q1: not reported; 2025Q2: 25,234 shares; 2025Q3: 25,057 shares; 2025Q4: 25,130 shares; 2026Q1: 26,145 shares; 2026Q2: 27,424 shares 27,424 $1.33M 0.93% +1,279 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: 23,307 shares; 2024Q4: 23,307 shares; 2025Q1: 23,307 shares; 2025Q2: 23,307 shares; 2025Q3: 24,718 shares; 2025Q4: 24,263 shares; 2026Q1: 24,263 shares; 2026Q2: 23,063 shares 23,063 $1.31M 0.92% -1,200 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: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: not reported; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $1.3M 0.91% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,142 shares; 2024Q4: 4,567 shares; 2025Q1: 4,104 shares; 2025Q2: 3,922 shares; 2025Q3: 4,103 shares; 2025Q4: 4,101 shares; 2026Q1: 4,021 shares; 2026Q2: 3,936 shares 3,936 $1.29M 0.9% -85 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: 23,915 shares; 2024Q4: 24,306 shares; 2025Q1: 13,356 shares; 2025Q2: 12,970 shares; 2025Q3: 12,352 shares; 2025Q4: 12,122 shares; 2026Q1: 12,363 shares; 2026Q2: 12,262 shares 12,262 $1.27M 0.89% -101 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,424 shares; 2024Q4: 2,764 shares; 2025Q1: 2,966 shares; 2025Q2: 3,154 shares; 2025Q3: 3,131 shares; 2025Q4: 2,939 shares; 2026Q1: 3,542 shares; 2026Q2: 3,538 shares 3,538 $1.21M 0.84% -4 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: 4,824 shares; 2024Q4: 4,686 shares; 2025Q1: not reported; 2025Q2: 4,548 shares; 2025Q3: 4,441 shares; 2025Q4: 4,375 shares; 2026Q1: 4,917 shares; 2026Q2: 4,868 shares 4,868 $1.2M 0.84% -49 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: 9,083 shares; 2024Q4: 9,220 shares; 2025Q1: 10,178 shares; 2025Q2: 9,961 shares; 2025Q3: 9,799 shares; 2025Q4: 9,742 shares; 2026Q1: 10,218 shares; 2026Q2: 10,792 shares 10,792 $1.18M 0.82% +574 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: 1,961 shares; 2024Q4: 1,973 shares; 2025Q1: not reported; 2025Q2: 1,953 shares; 2025Q3: 1,953 shares; 2025Q4: 1,952 shares; 2026Q1: 2,077 shares; 2026Q2: 2,350 shares 2,350 $1.18M 0.82% +273 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,732 shares; 2024Q4: 52,732 shares; 2025Q1: 64,291 shares; 2025Q2: 63,984 shares; 2025Q3: 63,984 shares; 2025Q4: 63,984 shares; 2026Q1: 63,141 shares; 2026Q2: 45,891 shares 45,891 $1.05M 0.73% -17,250 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: 31,808 shares; 2024Q4: 31,578 shares; 2025Q1: 35,882 shares; 2025Q2: 34,791 shares; 2025Q3: 34,205 shares; 2025Q4: 36,377 shares; 2026Q1: 32,382 shares; 2026Q2: 33,556 shares 33,556 $1.02M 0.71% +1,174 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,375 shares; 2024Q4: 7,375 shares; 2025Q1: not reported; 2025Q2: 16,485 shares; 2025Q3: 19,620 shares; 2025Q4: 19,620 shares; 2026Q1: 20,267 shares; 2026Q2: 14,254 shares 14,254 $1.02M 0.71% -6,013 Timeline SPDG 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: 19,248 shares; 2025Q2: 18,737 shares; 2025Q3: 18,407 shares; 2025Q4: 18,211 shares; 2026Q1: 21,122 shares; 2026Q2: 21,608 shares 21,608 $1M 0.7% +486 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: 933 shares; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 905 shares; 2026Q2: 905 shares 905 $915K 0.64% 0 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: 3,122 shares; 2024Q4: 3,098 shares; 2025Q1: not reported; 2025Q2: 2,708 shares; 2025Q3: 2,708 shares; 2025Q4: 2,697 shares; 2026Q1: 2,493 shares; 2026Q2: 2,389 shares 2,389 $884K 0.62% -104 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,619 shares; 2024Q4: 11,880 shares; 2025Q1: not reported; 2025Q2: 13,385 shares; 2025Q3: 13,236 shares; 2025Q4: 13,122 shares; 2026Q1: 12,178 shares; 2026Q2: 12,800 shares 12,800 $882K 0.62% +622 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: 1,595 shares; 2024Q4: 1,611 shares; 2025Q1: 1,723 shares; 2025Q2: 1,825 shares; 2025Q3: 1,748 shares; 2025Q4: 1,728 shares; 2026Q1: 1,763 shares; 2026Q2: 1,491 shares 1,491 $840K 0.59% -272 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: 2,274 shares; 2024Q4: 2,237 shares; 2025Q1: 2,256 shares; 2025Q2: 2,289 shares; 2025Q3: 2,311 shares; 2025Q4: 2,310 shares; 2026Q1: 2,440 shares; 2026Q2: 2,357 shares 2,357 $831K 0.58% -83 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: 979 shares; 2025Q2: 1,305 shares; 2025Q3: 961 shares; 2025Q4: 920 shares; 2026Q1: 766 shares; 2026Q2: 661 shares 661 $777K 0.54% -105 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: 2,301 shares; 2024Q4: 2,235 shares; 2025Q1: not reported; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 2,281 shares; 2026Q1: 2,446 shares; 2026Q2: 2,446 shares 2,446 $770K 0.54% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,958 shares; 2024Q4: 1,958 shares; 2025Q1: 1,956 shares; 2025Q2: 1,956 shares; 2025Q3: 1,956 shares; 2025Q4: 1,926 shares; 2026Q1: 1,926 shares; 2026Q2: 1,906 shares 1,906 $758K 0.53% -20 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: 2,135 shares; 2024Q4: 2,107 shares; 2025Q1: not reported; 2025Q2: 2,367 shares; 2025Q3: 2,295 shares; 2025Q4: 2,257 shares; 2026Q1: 2,482 shares; 2026Q2: 2,473 shares 2,473 $757K 0.53% -9 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,670 shares; 2024Q4: 11,266 shares; 2025Q1: 14,778 shares; 2025Q2: 14,476 shares; 2025Q3: 14,340 shares; 2025Q4: 14,295 shares; 2026Q1: 13,246 shares; 2026Q2: 14,730 shares 14,730 $745K 0.52% +1,484 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,691 shares; 2024Q4: 29,179 shares; 2025Q1: 27,487 shares; 2025Q2: 26,653 shares; 2025Q3: 26,249 shares; 2025Q4: 26,261 shares; 2026Q1: 26,199 shares; 2026Q2: 24,898 shares 24,898 $736K 0.51% -1,301 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,250 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares; 2026Q2: 1,850 shares 1,850 $735K 0.51% 0 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: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $725K 0.51% 0 Timeline XLB 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: 5,963 shares; 2024Q4: 5,913 shares; 2025Q1: 5,579 shares; 2025Q2: 5,529 shares; 2025Q3: 5,343 shares; 2025Q4: 10,408 shares; 2026Q1: 13,718 shares; 2026Q2: 14,093 shares 14,093 $716K 0.5% +375 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,249 shares; 2025Q2: 1,271 shares; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares; 2026Q1: 1,186 shares; 2026Q2: 1,127 shares 1,127 $715K 0.5% -59 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 22,251 shares; 2025Q4: 25,925 shares; 2026Q1: 25,925 shares; 2026Q2: 25,925 shares 25,925 $712K 0.5% 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: 6,769 shares; 2024Q4: 8,669 shares; 2025Q1: 7,756 shares; 2025Q2: 5,856 shares; 2025Q3: 5,522 shares; 2025Q4: 5,522 shares; 2026Q1: 5,522 shares; 2026Q2: 5,522 shares 5,522 $710K 0.49% 0 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: 864 shares; 2024Q4: 864 shares; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 738 shares; 2026Q2: 5,904 shares 5,904 $706K 0.49% +5,166 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 4,235 shares; 2026Q2: 4,141 shares 4,141 $700K 0.49% -94 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,585 shares; 2024Q4: 8,585 shares; 2025Q1: 8,901 shares; 2025Q2: 8,992 shares; 2025Q3: 10,079 shares; 2025Q4: 10,695 shares; 2026Q1: 12,608 shares; 2026Q2: 8,364 shares 8,364 $693K 0.48% -4,244 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: 2,716 shares; 2024Q4: 2,716 shares; 2025Q1: 2,716 shares; 2025Q2: 2,687 shares; 2025Q3: 2,687 shares; 2025Q4: 2,687 shares; 2026Q1: 2,687 shares; 2026Q2: 2,513 shares 2,513 $679K 0.47% -174 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,351 shares; 2024Q4: 3,212 shares; 2025Q1: 3,437 shares; 2025Q2: 3,657 shares; 2025Q3: 3,239 shares; 2025Q4: 3,049 shares; 2026Q1: 3,017 shares; 2026Q2: 2,844 shares 2,844 $675K 0.47% -173 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: 5,172 shares; 2024Q4: 5,902 shares; 2025Q1: 4,777 shares; 2025Q2: 3,877 shares; 2025Q3: 4,233 shares; 2025Q4: 4,117 shares; 2026Q1: 4,292 shares; 2026Q2: 4,005 shares 4,005 $664K 0.46% -287 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: 11,009 shares; 2024Q4: 10,870 shares; 2025Q1: 11,393 shares; 2025Q2: 11,326 shares; 2025Q3: 11,227 shares; 2025Q4: 11,060 shares; 2026Q1: 11,496 shares; 2026Q2: 11,213 shares 11,213 $647K 0.45% -283 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,804 shares; 2024Q4: 6,804 shares; 2025Q1: 6,441 shares; 2025Q2: 8,890 shares; 2025Q3: 12,199 shares; 2025Q4: 12,647 shares; 2026Q1: 12,508 shares; 2026Q2: 9,503 shares 9,503 $646K 0.45% -3,005 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: 3,408 shares; 2024Q4: 3,349 shares; 2025Q1: not reported; 2025Q2: 3,118 shares; 2025Q3: 3,098 shares; 2025Q4: 2,882 shares; 2026Q1: 1,459 shares; 2026Q2: 1,329 shares 1,329 $635K 0.44% -130 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: 6,274 shares; 2024Q4: 6,274 shares; 2025Q1: not reported; 2025Q2: 6,007 shares; 2025Q3: 5,937 shares; 2025Q4: 11,750 shares; 2026Q1: 11,654 shares; 2026Q2: 11,654 shares 11,654 $619K 0.43% 0 Timeline ATI ATI INC More: the full row for ATI 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: 6,872 shares; 2025Q4: 7,423 shares; 2026Q1: 3,070 shares; 2026Q2: 2,950 shares 2,950 $581K 0.41% -120 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,816 shares; 2024Q4: 12,694 shares; 2025Q1: not reported; 2025Q2: 22,459 shares; 2025Q3: 20,264 shares; 2025Q4: 20,203 shares; 2026Q1: 18,165 shares; 2026Q2: 11,516 shares 11,516 $580K 0.4% -6,649 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: 7,092 shares; 2024Q4: 7,116 shares; 2025Q1: not reported; 2025Q2: 6,218 shares; 2025Q3: 5,662 shares; 2025Q4: 11,124 shares; 2026Q1: 12,124 shares; 2026Q2: 12,124 shares 12,124 $550K 0.38% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: 1,349 shares; 2026Q2: 1,854 shares 1,854 $542K 0.38% +505 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: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 2,244 shares; 2025Q3: 1,461 shares; 2025Q4: 1,461 shares; 2026Q1: 1,461 shares; 2026Q2: 1,379 shares 1,379 $533K 0.37% -82 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,878 shares; 2024Q4: 11,873 shares; 2025Q1: 11,863 shares; 2025Q2: 11,863 shares; 2025Q3: 12,515 shares; 2025Q4: 12,510 shares; 2026Q1: 12,358 shares; 2026Q2: 12,435 shares 12,435 $531K 0.37% +77 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,329 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares; 2026Q1: 1,299 shares; 2026Q2: 1,299 shares 1,299 $529K 0.37% 0 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: 15,567 shares; 2024Q4: 15,034 shares; 2025Q1: not reported; 2025Q2: 9,299 shares; 2025Q3: 8,776 shares; 2025Q4: 8,604 shares; 2026Q1: 9,043 shares; 2026Q2: 8,845 shares 8,845 $528K 0.37% -198 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: not reported; 2024Q4: not reported; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,923 shares; 2025Q4: 1,923 shares; 2026Q1: 1,923 shares; 2026Q2: 1,974 shares 1,974 $497K 0.35% +51 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: 2,025 shares; 2024Q4: 2,975 shares; 2025Q1: 2,725 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,675 shares 2,675 $494K 0.34% +275 Timeline XMHQ 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: 5,953 shares; 2024Q4: 5,953 shares; 2025Q1: 5,953 shares; 2025Q2: 6,299 shares; 2025Q3: 6,967 shares; 2025Q4: 6,967 shares; 2026Q1: 7,088 shares; 2026Q2: 4,377 shares 4,377 $494K 0.34% -2,711 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,409 shares; 2024Q4: 6,744 shares; 2025Q1: 9,550 shares; 2025Q2: 9,242 shares; 2025Q3: 9,171 shares; 2025Q4: 9,468 shares; 2026Q1: 10,825 shares; 2026Q2: 12,200 shares 12,200 $492K 0.34% +1,375 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,273 shares; 2025Q3: 7,484 shares; 2025Q4: 7,484 shares; 2026Q1: 7,738 shares; 2026Q2: 5,433 shares 5,433 $485K 0.34% -2,305 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: 2,036 shares; 2024Q4: 2,014 shares; 2025Q1: not reported; 2025Q2: 2,511 shares; 2025Q3: 2,457 shares; 2025Q4: 2,439 shares; 2026Q1: 2,298 shares; 2026Q2: 2,435 shares 2,435 $481K 0.34% +137 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: not reported; 2024Q4: not reported; 2025Q1: 3,523 shares; 2025Q2: 3,523 shares; 2025Q3: 3,523 shares; 2025Q4: 3,523 shares; 2026Q1: 3,523 shares; 2026Q2: 3,500 shares 3,500 $479K 0.33% -23 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,583 shares; 2025Q3: 7,851 shares; 2025Q4: 7,851 shares; 2026Q1: 8,146 shares; 2026Q2: 5,722 shares 5,722 $472K 0.33% -2,424 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA 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: 6,041 shares; 2026Q1: 5,941 shares; 2026Q2: 5,868 shares 5,868 $465K 0.32% -73 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: 2,553 shares; 2024Q4: 2,553 shares; 2025Q1: 2,548 shares; 2025Q2: 2,548 shares; 2025Q3: 2,548 shares; 2025Q4: 2,543 shares; 2026Q1: 2,543 shares; 2026Q2: 2,223 shares 2,223 $465K 0.32% -320 Timeline SMERY SIEMENS ENERGY AG SPON ADR More: the full row for SIEMENS ENERGY AG SPON ADR 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: 1,881 shares; 2026Q2: 11,885 shares 11,885 $451K 0.31% +10,004 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 945 shares; 2024Q4: 1,195 shares; 2025Q1: 863 shares; 2025Q2: 950 shares; 2025Q3: 1,202 shares; 2025Q4: 1,132 shares; 2026Q1: 1,182 shares; 2026Q2: 1,057 shares 1,057 $450K 0.31% -125 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: 894 shares; 2025Q1: 989 shares; 2025Q2: 1,183 shares; 2025Q3: 1,178 shares; 2025Q4: 1,114 shares; 2026Q1: 804 shares; 2026Q2: 771 shares 771 $445K 0.31% -33 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,530 shares; 2024Q4: 1,519 shares; 2025Q1: 1,598 shares; 2025Q2: 1,732 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 2,586 shares; 2026Q2: 2,014 shares 2,014 $440K 0.31% -572 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,316 shares; 2024Q4: 4,120 shares; 2025Q1: 3,820 shares; 2025Q2: 3,820 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares; 2026Q1: 3,922 shares; 2026Q2: 3,922 shares 3,922 $432K 0.3% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 1,294 shares; 2026Q2: 1,239 shares 1,239 $428K 0.3% -55 Timeline VCR 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: 929 shares; 2024Q4: 929 shares; 2025Q1: not reported; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 1,077 shares; 2026Q2: 1,077 shares 1,077 $427K 0.3% 0 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: 4,218 shares; 2024Q4: 4,161 shares; 2025Q1: 4,393 shares; 2025Q2: 4,450 shares; 2025Q3: 4,586 shares; 2025Q4: 4,516 shares; 2026Q1: 2,800 shares; 2026Q2: 2,653 shares 2,653 $416K 0.29% -147 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: 1,817 shares 1,817 $407K 0.28% 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: 1,817 shares 1,817 $402K 0.28% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,426 shares; 2024Q4: 4,270 shares; 2025Q1: not reported; 2025Q2: 3,961 shares; 2025Q3: 3,599 shares; 2025Q4: 3,340 shares; 2026Q1: 1,086 shares; 2026Q2: 1,035 shares 1,035 $398K 0.28% -51 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,380 shares; 2025Q3: 1,395 shares; 2025Q4: 1,311 shares; 2026Q1: 1,286 shares; 2026Q2: 2,120 shares 2,120 $397K 0.28% +834 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 526 shares; 2025Q3: 529 shares; 2025Q4: 5,006 shares; 2026Q1: 7,244 shares; 2026Q2: 5,485 shares 5,485 $392K 0.27% -1,759 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: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,718 shares; 2026Q1: 1,718 shares; 2026Q2: 1,098 shares 1,098 $388K 0.27% -620 Timeline LDRH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,515 shares; 2026Q2: 15,519 shares 15,519 $383K 0.27% +2,004 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: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares 1,023 $379K 0.26% 0 Timeline ELE ELEMENTAL RTY CORP More: the full row for ELEMENTAL RTY 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: 13,218 shares; 2026Q2: 21,232 shares 21,232 $371K 0.26% +8,014 Timeline CROX CROCS INC More: the full row for CROCS 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: 3,064 shares 3,064 $370K 0.26% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,441 shares; 2024Q4: 1,441 shares; 2025Q1: 1,469 shares; 2025Q2: 1,548 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,661 shares; 2026Q2: 1,311 shares 1,311 $369K 0.26% -350 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: 1,373 shares; 2024Q4: 1,523 shares; 2025Q1: 1,391 shares; 2025Q2: 1,452 shares; 2025Q3: 1,499 shares; 2025Q4: 1,499 shares; 2026Q1: 1,499 shares; 2026Q2: 1,311 shares 1,311 $355K 0.25% -188 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,473 shares; 2024Q4: 10,434 shares; 2025Q1: not reported; 2025Q2: 11,024 shares; 2025Q3: 12,080 shares; 2025Q4: 12,080 shares; 2026Q1: 9,657 shares; 2026Q2: 4,448 shares 4,448 $353K 0.25% -5,209 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: 875 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,305 shares; 2026Q2: 912 shares 912 $345K 0.24% -393 Timeline VIS 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: 833 shares; 2024Q4: 833 shares; 2025Q1: not reported; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: 833 shares; 2026Q1: 955 shares; 2026Q2: 955 shares 955 $344K 0.24% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 296 shares 296 $342K 0.24% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 3,127 shares 3,127 $339K 0.24% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,017 shares 5,017 $337K 0.23% new 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: 5,389 shares; 2024Q4: 5,389 shares; 2025Q1: 5,793 shares; 2025Q2: 5,793 shares; 2025Q3: 5,306 shares; 2025Q4: 4,947 shares; 2026Q1: 4,836 shares; 2026Q2: 3,611 shares 3,611 $325K 0.23% -1,225 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL 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: 1,124 shares 1,124 $317K 0.22% new 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: 5,475 shares; 2024Q4: 5,577 shares; 2025Q1: not reported; 2025Q2: 4,432 shares; 2025Q3: 4,140 shares; 2025Q4: 4,099 shares; 2026Q1: 3,234 shares; 2026Q2: 3,234 shares 3,234 $312K 0.22% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 2,138 shares; 2026Q2: 1,598 shares 1,598 $311K 0.22% -540 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 4,750 shares; 2026Q1: 4,750 shares; 2026Q2: 4,750 shares 4,750 $299K 0.21% 0 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: 2,162 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 2,162 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares; 2026Q1: 2,610 shares; 2026Q2: 3,070 shares 3,070 $295K 0.21% +460 Timeline QXO QXO INC More: the full row for QXO 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: 16,215 shares 16,215 $280K 0.2% new Timeline WELLS FARGO & CO 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: 260 shares; 2024Q4: 294 shares; 2025Q1: not reported; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 229 shares; 2026Q1: 254 shares; 2026Q2: 233 shares 233 $270K 0.19% -21 TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 767 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 632 shares; 2026Q2: 539 shares 539 $265K 0.18% -93 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: 4,107 shares; 2024Q4: 4,607 shares; 2025Q1: 4,107 shares; 2025Q2: 2,907 shares; 2025Q3: 3,232 shares; 2025Q4: 3,232 shares; 2026Q1: 3,232 shares; 2026Q2: 2,914 shares 2,914 $256K 0.18% -318 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: 8,430 shares; 2024Q4: 14,100 shares; 2025Q1: 7,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,150 shares; 2026Q2: 10,150 shares 10,150 $244K 0.17% 0 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: 1,749 shares; 2024Q4: 2,815 shares; 2025Q1: 1,924 shares; 2025Q2: 1,524 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 961 shares; 2026Q2: 961 shares 961 $244K 0.17% 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: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 898 shares; 2025Q3: 874 shares; 2025Q4: 874 shares; 2026Q1: 874 shares; 2026Q2: 874 shares 874 $244K 0.17% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 598 shares; 2026Q2: 552 shares 552 $242K 0.17% -46 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,370 shares; 2024Q4: 8,207 shares; 2025Q1: 5,164 shares; 2025Q2: 6,804 shares; 2025Q3: 7,632 shares; 2025Q4: 7,632 shares; 2026Q1: 7,617 shares; 2026Q2: 3,400 shares 3,400 $230K 0.16% -4,217 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: 1,927 shares; 2024Q4: 2,164 shares; 2025Q1: 1,874 shares; 2025Q2: 1,874 shares; 2025Q3: 1,853 shares; 2025Q4: 1,830 shares; 2026Q1: 1,257 shares; 2026Q2: 1,117 shares 1,117 $229K 0.16% -140 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: 2,842 shares; 2024Q4: 3,080 shares; 2025Q1: 2,539 shares; 2025Q2: 2,552 shares; 2025Q3: 2,024 shares; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares; 2026Q2: 1,755 shares 1,755 $218K 0.15% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,742 shares; 2024Q4: 4,732 shares; 2025Q1: not reported; 2025Q2: 3,857 shares; 2025Q3: 3,657 shares; 2025Q4: 3,657 shares; 2026Q1: 3,157 shares; 2026Q2: 2,940 shares 2,940 $211K 0.15% -217 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,312 shares 2,312 $201K 0.14% new Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST 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: 10,402 shares; 2026Q1: 31,402 shares; 2026Q2: 31,402 shares 31,402 $149K 0.1% 0 Timeline