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: not reported; 2024Q4: not reported; 2025Q1: 1,233,208 shares; 2025Q2: 1,409,149 shares; 2025Q3: 1,456,404 shares; 2025Q4: 1,604,085 shares; 2026Q1: 1,625,697 shares; 2026Q2: 1,588,925 shares 1,588,925 $346M 13.21% -36,772 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232,944 shares; 2024Q4: 3,546,845 shares; 2025Q1: 3,029,980 shares; 2025Q2: 3,364,915 shares; 2025Q3: 3,440,674 shares; 2025Q4: 3,456,934 shares; 2026Q1: 3,550,678 shares; 2026Q2: 3,523,642 shares 3,523,642 $340M 12.98% -27,036 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 560,420 shares; 2025Q2: 586,269 shares; 2025Q3: 568,297 shares; 2025Q4: 590,640 shares; 2026Q1: 608,080 shares; 2026Q2: 3,599,467 shares 3,599,467 $310M 11.83% +2,991,387 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: 179,162 shares; 2024Q4: 381,080 shares; 2025Q1: 381,672 shares; 2025Q2: 357,615 shares; 2025Q3: 350,127 shares; 2025Q4: 353,558 shares; 2026Q1: 359,025 shares; 2026Q2: 355,481 shares 355,481 $262M 9.98% -3,544 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 286,004 shares; 2025Q3: 290,541 shares; 2025Q4: 587,480 shares; 2026Q1: 614,254 shares; 2026Q2: 604,669 shares 604,669 $129M 4.91% -9,585 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: 8,926 shares; 2024Q4: 8,426 shares; 2025Q1: 158,685 shares; 2025Q2: 346,034 shares; 2025Q3: 343,893 shares; 2025Q4: 333,970 shares; 2026Q1: 341,452 shares; 2026Q2: 338,086 shares 338,086 $125M 4.77% -3,366 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: 84,123 shares; 2024Q4: 158,072 shares; 2025Q1: 177,995 shares; 2025Q2: 181,275 shares; 2025Q3: 179,983 shares; 2025Q4: 149,089 shares; 2026Q1: 148,629 shares; 2026Q2: 150,103 shares 150,103 $103M 3.93% +1,474 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: not reported; 2024Q4: 1,252,623 shares; 2025Q1: 1,441,969 shares; 2025Q2: 1,516,195 shares; 2025Q3: 1,571,923 shares; 2025Q4: 1,581,036 shares; 2026Q1: 1,753,318 shares; 2026Q2: 1,694,652 shares 1,694,652 $103M 3.93% -58,666 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: 446,104 shares; 2024Q4: 516,482 shares; 2025Q1: 551,354 shares; 2025Q2: 529,906 shares; 2025Q3: 560,906 shares; 2025Q4: 616,369 shares; 2026Q1: 656,447 shares; 2026Q2: 706,220 shares 706,220 $69.9M 2.67% +49,773 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,414 shares; 2025Q4: 238,849 shares; 2026Q1: 477,660 shares; 2026Q2: 918,178 shares 918,178 $46.4M 1.77% +440,518 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 236,609 shares; 2025Q1: 462,997 shares; 2025Q2: 446,592 shares; 2025Q3: 778,461 shares; 2025Q4: 844,957 shares; 2026Q1: 897,929 shares; 2026Q2: 967,430 shares 967,430 $45.3M 1.73% +69,501 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: 208,265 shares; 2024Q4: 205,806 shares; 2025Q1: 204,306 shares; 2025Q2: 182,187 shares; 2025Q3: 184,402 shares; 2025Q4: 185,480 shares; 2026Q1: 186,526 shares; 2026Q2: 187,692 shares 187,692 $37.6M 1.43% +1,166 Timeline BILS 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: 371,279 shares; 2024Q4: 626,349 shares; 2025Q1: 618,143 shares; 2025Q2: 530,257 shares; 2025Q3: 502,821 shares; 2025Q4: 547,342 shares; 2026Q1: 598,332 shares; 2026Q2: 362,045 shares 362,045 $36M 1.37% -236,287 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: 25,027 shares; 2024Q4: 24,723 shares; 2025Q1: 25,000 shares; 2025Q2: 26,461 shares; 2025Q3: 26,526 shares; 2025Q4: 26,255 shares; 2026Q1: 25,907 shares; 2026Q2: 26,270 shares 26,270 $19.6M 0.75% +363 Timeline BIL 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: 280,803 shares; 2024Q4: 299,766 shares; 2025Q1: 238,223 shares; 2025Q2: 443,909 shares; 2025Q3: 440,112 shares; 2025Q4: 441,486 shares; 2026Q1: 368,729 shares; 2026Q2: 196,187 shares 196,187 $18M 0.69% -172,542 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: 34,284 shares; 2024Q4: 35,291 shares; 2025Q1: 37,535 shares; 2025Q2: 38,472 shares; 2025Q3: 38,864 shares; 2025Q4: 40,043 shares; 2026Q1: 45,100 shares; 2026Q2: 46,554 shares 46,554 $17.4M 0.66% +1,454 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: 66,644 shares; 2024Q4: 76,842 shares; 2025Q1: 81,170 shares; 2025Q2: 71,585 shares; 2025Q3: 56,353 shares; 2025Q4: 49,368 shares; 2026Q1: 35,674 shares; 2026Q2: 17,792 shares 17,792 $17.2M 0.65% -17,882 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: 183,507 shares; 2024Q4: 202,500 shares; 2025Q1: 205,706 shares; 2025Q2: 149,621 shares; 2025Q3: 150,714 shares; 2025Q4: 148,953 shares; 2026Q1: 145,244 shares; 2026Q2: 144,156 shares 144,156 $16.9M 0.65% -1,088 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: 73,994 shares; 2024Q4: 72,656 shares; 2025Q1: 70,206 shares; 2025Q2: 69,834 shares; 2025Q3: 61,461 shares; 2025Q4: 55,187 shares; 2026Q1: 55,112 shares; 2026Q2: 57,147 shares 57,147 $16.5M 0.63% +2,035 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,130 shares; 2024Q4: 183,755 shares; 2025Q1: 342,371 shares; 2025Q2: 349,575 shares; 2025Q3: 326,392 shares; 2025Q4: 326,718 shares; 2026Q1: 346,070 shares; 2026Q2: 364,654 shares 364,654 $16.4M 0.63% +18,584 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: 61,719 shares; 2024Q4: 62,360 shares; 2025Q1: 65,806 shares; 2025Q2: 66,032 shares; 2025Q3: 66,506 shares; 2025Q4: 63,828 shares; 2026Q1: 65,371 shares; 2026Q2: 67,017 shares 67,017 $16M 0.61% +1,646 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: 47,183 shares; 2024Q4: 51,365 shares; 2025Q1: 51,550 shares; 2025Q2: 44,165 shares; 2025Q3: 45,848 shares; 2025Q4: 45,962 shares; 2026Q1: 50,274 shares; 2026Q2: 52,824 shares 52,824 $14.9M 0.57% +2,550 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,063 shares; 2024Q4: 142,231 shares; 2025Q1: 154,036 shares; 2025Q2: 178,456 shares; 2025Q3: 181,506 shares; 2025Q4: 170,052 shares; 2026Q1: 149,635 shares; 2026Q2: 153,586 shares 153,586 $14.6M 0.56% +3,951 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: 38,989 shares; 2024Q4: 39,747 shares; 2025Q1: 43,652 shares; 2025Q2: 44,157 shares; 2025Q3: 45,131 shares; 2025Q4: 42,056 shares; 2026Q1: 40,494 shares; 2026Q2: 40,741 shares 40,741 $14.6M 0.56% +247 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: 45,190 shares; 2024Q4: 52,851 shares; 2025Q1: 55,017 shares; 2025Q2: 75,260 shares; 2025Q3: 81,300 shares; 2025Q4: 83,123 shares; 2026Q1: 82,445 shares; 2026Q2: 84,267 shares 84,267 $14M 0.53% +1,822 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: 66,817 shares; 2024Q4: 73,150 shares; 2025Q1: 73,770 shares; 2025Q2: 71,191 shares; 2025Q3: 60,248 shares; 2025Q4: 52,915 shares; 2026Q1: 53,651 shares; 2026Q2: 53,948 shares 53,948 $13.6M 0.52% +297 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,699 shares; 2024Q4: 121,812 shares; 2025Q1: 125,073 shares; 2025Q2: 104,638 shares; 2025Q3: 106,150 shares; 2025Q4: 127,901 shares; 2026Q1: 131,097 shares; 2026Q2: 140,136 shares 140,136 $13.4M 0.51% +9,039 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: 76,588 shares; 2024Q4: 83,321 shares; 2025Q1: 86,417 shares; 2025Q2: 92,105 shares; 2025Q3: 95,600 shares; 2025Q4: 96,099 shares; 2026Q1: 94,753 shares; 2026Q2: 95,667 shares 95,667 $13.1M 0.5% +914 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,942 shares; 2024Q4: 150,978 shares; 2025Q1: 167,536 shares; 2025Q2: 172,487 shares; 2025Q3: 167,317 shares; 2025Q4: 161,149 shares; 2026Q1: 163,244 shares; 2026Q2: 168,360 shares 168,360 $12.9M 0.49% +5,116 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: 32,185 shares; 2024Q4: 32,726 shares; 2025Q1: 36,594 shares; 2025Q2: 37,516 shares; 2025Q3: 38,677 shares; 2025Q4: 34,955 shares; 2026Q1: 33,369 shares; 2026Q2: 35,005 shares 35,005 $12.4M 0.47% +1,636 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,772 shares; 2024Q4: 175,742 shares; 2025Q1: 184,909 shares; 2025Q2: 183,114 shares; 2025Q3: 185,855 shares; 2025Q4: 184,972 shares; 2026Q1: 180,873 shares; 2026Q2: 185,055 shares 185,055 $12.3M 0.47% +4,182 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: 17,430 shares; 2024Q4: 17,483 shares; 2025Q1: 19,240 shares; 2025Q2: 19,475 shares; 2025Q3: 19,832 shares; 2025Q4: 20,186 shares; 2026Q1: 21,305 shares; 2026Q2: 21,773 shares 21,773 $12.3M 0.47% +468 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,256 shares; 2024Q4: 30,733 shares; 2025Q1: 31,470 shares; 2025Q2: 30,210 shares; 2025Q3: 30,565 shares; 2025Q4: 29,962 shares; 2026Q1: 32,282 shares; 2026Q2: 33,672 shares 33,672 $12.2M 0.47% +1,390 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,094 shares; 2024Q4: 67,806 shares; 2025Q1: 74,230 shares; 2025Q2: 113,299 shares; 2025Q3: 124,617 shares; 2025Q4: 115,625 shares; 2026Q1: 110,120 shares; 2026Q2: 112,911 shares 112,911 $12.1M 0.46% +2,791 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: 279,031 shares; 2024Q4: 331,802 shares; 2025Q1: 366,542 shares; 2025Q2: 433,983 shares; 2025Q3: 457,094 shares; 2025Q4: 445,650 shares; 2026Q1: 472,862 shares; 2026Q2: 484,403 shares 484,403 $11.7M 0.44% +11,541 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: 38,055 shares; 2024Q4: 43,015 shares; 2025Q1: 44,547 shares; 2025Q2: 48,358 shares; 2025Q3: 53,524 shares; 2025Q4: 50,771 shares; 2026Q1: 105,250 shares; 2026Q2: 101,680 shares 101,680 $11.2M 0.43% -3,570 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,122 shares; 2024Q4: 73,715 shares; 2025Q1: 79,039 shares; 2025Q2: 82,092 shares; 2025Q3: 86,518 shares; 2025Q4: 85,432 shares; 2026Q1: 96,775 shares; 2026Q2: 102,073 shares 102,073 $11M 0.42% +5,298 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: 9,888 shares; 2024Q4: 10,122 shares; 2025Q1: 9,964 shares; 2025Q2: 9,986 shares; 2025Q3: 29,626 shares; 2025Q4: 29,523 shares; 2026Q1: 29,153 shares; 2026Q2: 72,718 shares 72,718 $10.7M 0.41% +43,565 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: 74,087 shares; 2024Q4: 84,526 shares; 2025Q1: 87,629 shares; 2025Q2: 78,607 shares; 2025Q3: 79,284 shares; 2025Q4: 77,541 shares; 2026Q1: 79,698 shares; 2026Q2: 82,648 shares 82,648 $10.5M 0.4% +2,950 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,731 shares; 2024Q4: 184,683 shares; 2025Q1: 193,656 shares; 2025Q2: 249,761 shares; 2025Q3: 258,893 shares; 2025Q4: 259,383 shares; 2026Q1: 246,289 shares; 2026Q2: 237,489 shares 237,489 $10.1M 0.38% -8,800 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,641 shares; 2024Q4: 118,187 shares; 2025Q1: 116,162 shares; 2025Q2: 77,196 shares; 2025Q3: 78,585 shares; 2025Q4: 76,577 shares; 2026Q1: 76,657 shares; 2026Q2: 78,616 shares 78,616 $9.93M 0.38% +1,959 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427,727 shares; 2024Q4: 484,052 shares; 2025Q1: 500,498 shares; 2025Q2: 504,792 shares; 2025Q3: 530,194 shares; 2025Q4: 534,586 shares; 2026Q1: 517,344 shares; 2026Q2: 515,804 shares 515,804 $9.56M 0.36% -1,540 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,911 shares; 2024Q4: 181,513 shares; 2025Q1: 195,082 shares; 2025Q2: 186,766 shares; 2025Q3: 192,881 shares; 2025Q4: 184,200 shares; 2026Q1: 182,228 shares; 2026Q2: 181,234 shares 181,234 $9.5M 0.36% -994 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: 3,190 shares; 2024Q4: 3,214 shares; 2025Q1: 3,096 shares; 2025Q2: 65,092 shares; 2025Q3: 65,923 shares; 2025Q4: 65,356 shares; 2026Q1: 65,380 shares; 2026Q2: 68,139 shares 68,139 $9.23M 0.35% +2,759 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 95,411 shares 95,411 $8.98M 0.34% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,274 shares; 2024Q4: 237,494 shares; 2025Q1: 263,405 shares; 2025Q2: 333,942 shares; 2025Q3: 345,930 shares; 2025Q4: 334,524 shares; 2026Q1: 338,100 shares; 2026Q2: 375,236 shares 375,236 $8.86M 0.34% +37,136 Timeline HPQ HP INC More: the full row for HP 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: 397,887 shares 397,887 $8.73M 0.33% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 240,893 shares; 2025Q1: 254,375 shares; 2025Q2: 254,464 shares; 2025Q3: 265,198 shares; 2025Q4: 265,786 shares; 2026Q1: 260,082 shares; 2026Q2: 264,295 shares 264,295 $8.45M 0.32% +4,213 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: 12,634 shares; 2024Q4: 12,798 shares; 2025Q1: 18,647 shares; 2025Q2: 18,953 shares; 2025Q3: 18,922 shares; 2025Q4: 19,900 shares; 2026Q1: 21,258 shares; 2026Q2: 21,939 shares 21,939 $8.29M 0.32% +681 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS 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: 101,668 shares; 2026Q2: 119,695 shares 119,695 $8.12M 0.31% +18,027 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,262 shares; 2024Q4: 11,925 shares; 2025Q1: 10,966 shares; 2025Q2: 10,551 shares; 2025Q3: 10,355 shares; 2025Q4: 10,355 shares; 2026Q1: 10,360 shares; 2026Q2: 196,995 shares 196,995 $7.51M 0.29% +186,635 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: 18,032 shares; 2024Q4: 18,391 shares; 2025Q1: 18,749 shares; 2025Q2: 20,785 shares; 2025Q3: 20,082 shares; 2025Q4: 20,132 shares; 2026Q1: 20,701 shares; 2026Q2: 22,218 shares 22,218 $7.27M 0.28% +1,517 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,871 shares; 2026Q2: 58,513 shares 58,513 $6.89M 0.26% +5,642 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,002 shares; 2024Q4: 378,422 shares; 2025Q1: 384,065 shares; 2025Q2: 308,905 shares; 2025Q3: 314,455 shares; 2025Q4: 327,243 shares; 2026Q1: 326,659 shares; 2026Q2: 327,514 shares 327,514 $6.78M 0.26% +855 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: not reported; 2024Q4: 6,740 shares; 2025Q1: 9,032 shares; 2025Q2: 9,249 shares; 2025Q3: 11,346 shares; 2025Q4: 12,943 shares; 2026Q1: 13,556 shares; 2026Q2: 14,031 shares 14,031 $6.7M 0.26% +475 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 64,073 shares; 2025Q1: 68,836 shares; 2025Q2: 71,445 shares; 2025Q3: 76,071 shares; 2025Q4: 73,049 shares; 2026Q1: 73,854 shares; 2026Q2: 84,123 shares 84,123 $6.37M 0.24% +10,269 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: 8,671 shares; 2024Q4: 8,973 shares; 2025Q1: 9,572 shares; 2025Q2: 9,616 shares; 2025Q3: 9,309 shares; 2025Q4: 9,499 shares; 2026Q1: 10,542 shares; 2026Q2: 10,733 shares 10,733 $6.23M 0.24% +191 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO 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: not reported; 2026Q1: not reported; 2026Q2: 63,038 shares 63,038 $6.02M 0.23% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,234 shares; 2024Q4: 14,401 shares; 2025Q1: 14,470 shares; 2025Q2: 15,663 shares; 2025Q3: 15,863 shares; 2025Q4: 16,803 shares; 2026Q1: 17,311 shares; 2026Q2: 17,513 shares 17,513 $6.01M 0.23% +202 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 141,159 shares; 2026Q2: 168,302 shares 168,302 $5.86M 0.22% +27,143 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,705 shares; 2024Q4: 282,825 shares; 2025Q1: 310,831 shares; 2025Q2: 340,176 shares; 2025Q3: 406,298 shares; 2025Q4: 373,277 shares; 2026Q1: 342,700 shares; 2026Q2: 426,173 shares 426,173 $5.74M 0.22% +83,473 Timeline AAA INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I 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: 200,000 shares 200,000 $4.98M 0.19% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,433 shares; 2024Q4: 13,693 shares; 2025Q1: 14,956 shares; 2025Q2: 12,453 shares; 2025Q3: 11,260 shares; 2025Q4: 11,031 shares; 2026Q1: 11,140 shares; 2026Q2: 11,212 shares 11,212 $4.72M 0.18% +72 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,494 shares 55,494 $4.24M 0.16% new 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: 3,763 shares; 2025Q2: 3,800 shares; 2025Q3: 3,720 shares; 2025Q4: 3,657 shares; 2026Q1: 3,580 shares; 2026Q2: 3,630 shares 3,630 $4.19M 0.16% +50 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: 12,328 shares; 2024Q4: 12,699 shares; 2025Q1: 12,821 shares; 2025Q2: 12,989 shares; 2025Q3: 17,466 shares; 2025Q4: 11,021 shares; 2026Q1: 11,749 shares; 2026Q2: 12,388 shares 12,388 $3.35M 0.13% +639 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: 3,367 shares; 2024Q4: 3,349 shares; 2025Q1: 3,284 shares; 2025Q2: 3,284 shares; 2025Q3: 7,633 shares; 2025Q4: 7,475 shares; 2026Q1: 20,643 shares; 2026Q2: 22,658 shares 22,658 $3.32M 0.13% +2,015 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: not reported; 2024Q4: not reported; 2025Q1: 9,235 shares; 2025Q2: 21,024 shares; 2025Q3: 30,318 shares; 2025Q4: 49,351 shares; 2026Q1: 60,229 shares; 2026Q2: 63,641 shares 63,641 $3.21M 0.12% +3,412 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: 5,696 shares; 2024Q4: 5,680 shares; 2025Q1: 6,083 shares; 2025Q2: 6,251 shares; 2025Q3: 6,380 shares; 2025Q4: 6,447 shares; 2026Q1: 5,428 shares; 2026Q2: 5,487 shares 5,487 $2.82M 0.11% +59 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: 24,688 shares; 2024Q4: 24,688 shares; 2025Q1: 24,688 shares; 2025Q2: 26,287 shares; 2025Q3: 29,049 shares; 2025Q4: 30,216 shares; 2026Q1: 30,216 shares; 2026Q2: 30,216 shares 30,216 $2.72M 0.1% 0 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: 1,492 shares; 2024Q4: 1,497 shares; 2025Q1: 1,596 shares; 2025Q2: 1,596 shares; 2025Q3: 1,766 shares; 2025Q4: 2,308 shares; 2026Q1: 2,280 shares; 2026Q2: 2,255 shares 2,255 $2.7M 0.1% -25 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,179 shares; 2024Q4: 4,379 shares; 2025Q1: 6,362 shares; 2025Q2: 6,568 shares; 2025Q3: 6,882 shares; 2025Q4: 6,800 shares; 2026Q1: 3,643 shares; 2026Q2: 3,654 shares 3,654 $2.64M 0.1% +11 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: 2,388 shares; 2024Q4: 43,824 shares; 2025Q1: 34,061 shares; 2025Q2: 40,066 shares; 2025Q3: 67,943 shares; 2025Q4: 104,155 shares; 2026Q1: 67,900 shares; 2026Q2: 81,811 shares 81,811 $2.59M 0.1% +13,911 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,076 shares; 2025Q4: 2,551 shares; 2026Q1: 32,019 shares; 2026Q2: 35,594 shares 35,594 $2.57M 0.1% +3,575 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: 35,236 shares; 2024Q4: 35,236 shares; 2025Q1: 36,501 shares; 2025Q2: 38,577 shares; 2025Q3: 36,005 shares; 2025Q4: 36,005 shares; 2026Q1: 35,847 shares; 2026Q2: 35,846 shares 35,846 $2.55M 0.1% -1 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: 8,554 shares; 2024Q4: 10,987 shares; 2025Q1: 19,877 shares; 2025Q2: 20,203 shares; 2025Q3: 19,979 shares; 2025Q4: 20,968 shares; 2026Q1: 21,405 shares; 2026Q2: 22,265 shares 22,265 $2.52M 0.1% +860 Timeline JEPI 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: 5,042 shares; 2024Q4: 46,837 shares; 2025Q1: 35,272 shares; 2025Q2: 36,385 shares; 2025Q3: 38,612 shares; 2025Q4: 42,447 shares; 2026Q1: 43,491 shares; 2026Q2: 43,557 shares 43,557 $2.46M 0.09% +66 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: 2,332 shares; 2024Q4: 2,370 shares; 2025Q1: 2,551 shares; 2025Q2: 2,634 shares; 2025Q3: 2,240 shares; 2025Q4: 2,395 shares; 2026Q1: 2,519 shares; 2026Q2: 2,566 shares 2,566 $2.4M 0.09% +47 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: 25,205 shares; 2024Q4: 26,103 shares; 2025Q1: 23,611 shares; 2025Q2: 26,710 shares; 2025Q3: 27,364 shares; 2025Q4: 27,791 shares; 2026Q1: 29,440 shares; 2026Q2: 29,351 shares 29,351 $2.39M 0.09% -89 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: 4,352 shares; 2024Q4: 5,046 shares; 2025Q1: 5,319 shares; 2025Q2: 5,864 shares; 2025Q3: 5,953 shares; 2025Q4: 6,080 shares; 2026Q1: 6,239 shares; 2026Q2: 6,482 shares 6,482 $2.29M 0.09% +243 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,921 shares; 2024Q4: 4,701 shares; 2025Q1: 4,872 shares; 2025Q2: 7,373 shares; 2025Q3: 7,411 shares; 2025Q4: 8,786 shares; 2026Q1: 9,397 shares; 2026Q2: 9,597 shares 9,597 $2.12M 0.08% +200 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: 1,601 shares; 2024Q4: 1,598 shares; 2025Q1: 1,598 shares; 2025Q2: 2,492 shares; 2025Q3: 2,415 shares; 2025Q4: 1,920 shares; 2026Q1: 1,854 shares; 2026Q2: 1,865 shares 1,865 $1.99M 0.08% +11 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,462 shares; 2025Q1: 24,583 shares; 2025Q2: 24,462 shares; 2025Q3: 24,036 shares; 2025Q4: 23,914 shares; 2026Q1: 23,825 shares; 2026Q2: 23,749 shares 23,749 $1.95M 0.07% -76 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: 238,613 shares; 2024Q4: 70,718 shares; 2025Q1: 69,685 shares; 2025Q2: 69,339 shares; 2025Q3: 67,063 shares; 2025Q4: 13,379 shares; 2026Q1: 13,374 shares; 2026Q2: 13,470 shares 13,470 $1.88M 0.07% +96 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: 955 shares; 2024Q4: 987 shares; 2025Q1: 932 shares; 2025Q2: 894 shares; 2025Q3: 867 shares; 2025Q4: 823 shares; 2026Q1: 574 shares; 2026Q2: 2,418 shares 2,418 $1.81M 0.07% +1,844 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,651 shares; 2026Q1: 45,866 shares; 2026Q2: 46,675 shares 46,675 $1.59M 0.06% +809 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: 1,831 shares; 2024Q4: 2,092 shares; 2025Q1: 2,048 shares; 2025Q2: 2,102 shares; 2025Q3: 2,096 shares; 2025Q4: 21,296 shares; 2026Q1: 21,709 shares; 2026Q2: 22,023 shares 22,023 $1.57M 0.06% +314 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: 7,421 shares; 2025Q3: 7,508 shares; 2025Q4: 7,857 shares; 2026Q1: 8,836 shares; 2026Q2: 8,899 shares 8,899 $1.51M 0.06% +63 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: 6,995 shares; 2024Q4: 6,924 shares; 2025Q1: 5,266 shares; 2025Q2: 5,232 shares; 2025Q3: 5,216 shares; 2025Q4: 4,932 shares; 2026Q1: 3,948 shares; 2026Q2: 3,784 shares 3,784 $1.5M 0.06% -164 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: 258,946 shares; 2024Q4: 696,473 shares; 2025Q1: 680,876 shares; 2025Q2: 711,664 shares; 2025Q3: 721,199 shares; 2025Q4: 107,334 shares; 2026Q1: 9,961 shares; 2026Q2: 9,365 shares 9,365 $1.48M 0.06% -596 Timeline ESGV 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: 13,438 shares; 2024Q4: 15,136 shares; 2025Q1: 13,971 shares; 2025Q2: 13,664 shares; 2025Q3: 5,405 shares; 2025Q4: 5,247 shares; 2026Q1: 11,241 shares; 2026Q2: 11,171 shares 11,171 $1.48M 0.06% -70 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,006 shares; 2024Q4: 88,006 shares; 2025Q1: 88,006 shares; 2025Q2: 88,006 shares; 2025Q3: 88,006 shares; 2025Q4: 88,006 shares; 2026Q1: 88,006 shares; 2026Q2: 88,006 shares 88,006 $1.47M 0.06% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,586 shares; 2024Q4: 4,580 shares; 2025Q1: 4,609 shares; 2025Q2: 4,512 shares; 2025Q3: 4,669 shares; 2025Q4: 4,674 shares; 2026Q1: 4,635 shares; 2026Q2: 2,669 shares 2,669 $1.34M 0.05% -1,966 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: 4,279 shares; 2024Q4: 4,394 shares; 2025Q1: 4,228 shares; 2025Q2: 5,446 shares; 2025Q3: 5,379 shares; 2025Q4: 5,157 shares; 2026Q1: 5,218 shares; 2026Q2: 5,046 shares 5,046 $1.28M 0.05% -172 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: 3,338 shares; 2024Q4: 3,333 shares; 2025Q1: 3,333 shares; 2025Q2: 3,333 shares; 2025Q3: 3,333 shares; 2025Q4: 3,583 shares; 2026Q1: 3,588 shares; 2026Q2: 3,648 shares 3,648 $1.23M 0.05% +60 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: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,281 shares; 2026Q1: 1,281 shares; 2026Q2: 10,248 shares 10,248 $1.22M 0.05% +8,967 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: 721 shares; 2025Q1: 2,136 shares; 2025Q2: 2,213 shares; 2025Q3: 2,319 shares; 2025Q4: 1,415 shares; 2026Q1: 1,474 shares; 2026Q2: 1,578 shares 1,578 $1.2M 0.05% +104 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,015 shares; 2025Q1: 14,848 shares; 2025Q2: 7,922 shares; 2025Q3: 6,858 shares; 2025Q4: 17,042 shares; 2026Q1: 13,970 shares; 2026Q2: 24,302 shares 24,302 $1.18M 0.05% +10,332 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,723 shares; 2024Q4: 6,723 shares; 2025Q1: 6,722 shares; 2025Q2: 8,521 shares; 2025Q3: 8,460 shares; 2025Q4: 7,797 shares; 2026Q1: 7,327 shares; 2026Q2: 7,256 shares 7,256 $1.17M 0.04% -71 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: 17,391 shares; 2024Q4: 17,355 shares; 2025Q1: 17,370 shares; 2025Q2: 20,117 shares; 2025Q3: 19,622 shares; 2025Q4: 20,365 shares; 2026Q1: 20,509 shares; 2026Q2: 20,496 shares 20,496 $1.17M 0.04% -13 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,846 shares; 2024Q4: 18,435 shares; 2025Q1: 14,274 shares; 2025Q2: 30,078 shares; 2025Q3: 29,851 shares; 2025Q4: 25,476 shares; 2026Q1: 23,847 shares; 2026Q2: 23,290 shares 23,290 $1.12M 0.04% -557 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: 1,171 shares; 2024Q4: 1,172 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares; 2026Q1: 1,103 shares; 2026Q2: 1,103 shares 1,103 $1.08M 0.04% 0 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: 1,451 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 3,324 shares; 2025Q3: 3,324 shares; 2025Q4: 3,324 shares; 2026Q1: 3,985 shares; 2026Q2: 3,985 shares 3,985 $966K 0.04% 0 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: 9,605 shares; 2024Q4: 10,134 shares; 2025Q1: 9,919 shares; 2025Q2: 11,737 shares; 2025Q3: 11,835 shares; 2025Q4: 11,662 shares; 2026Q1: 11,126 shares; 2026Q2: 11,004 shares 11,004 $966K 0.04% -122 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: 5,065 shares; 2024Q4: 5,063 shares; 2025Q1: 4,920 shares; 2025Q2: 4,589 shares; 2025Q3: 4,589 shares; 2025Q4: 4,294 shares; 2026Q1: 4,031 shares; 2026Q2: 4,031 shares 4,031 $959K 0.04% 0 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: 22,347 shares; 2024Q4: 22,347 shares; 2025Q1: 22,347 shares; 2025Q2: 21,812 shares; 2025Q3: 18,218 shares; 2025Q4: 17,288 shares; 2026Q1: 17,088 shares; 2026Q2: 17,088 shares 17,088 $916K 0.03% 0 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: 2,346 shares; 2024Q4: 2,590 shares; 2025Q1: 2,686 shares; 2025Q2: 2,964 shares; 2025Q3: 1,433 shares; 2025Q4: 1,428 shares; 2026Q1: 1,430 shares; 2026Q2: 1,437 shares 1,437 $912K 0.03% +7 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: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,720 shares; 2025Q2: 7,569 shares; 2025Q3: 7,646 shares; 2025Q4: 7,646 shares; 2026Q1: 7,667 shares; 2026Q2: 7,732 shares 7,732 $902K 0.03% +65 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 2,819 shares; 2025Q1: 2,819 shares; 2025Q2: 2,709 shares; 2025Q3: 2,710 shares; 2025Q4: 2,533 shares; 2026Q1: 2,288 shares; 2026Q2: 2,288 shares 2,288 $901K 0.03% 0 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: 4,918 shares; 2024Q4: 5,327 shares; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 5,133 shares; 2025Q4: 4,689 shares; 2026Q1: 4,309 shares; 2026Q2: 4,242 shares 4,242 $887K 0.03% -67 Timeline JEPQ 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: 16,187 shares; 2025Q1: 16,483 shares; 2025Q2: 16,187 shares; 2025Q3: 15,646 shares; 2025Q4: 15,560 shares; 2026Q1: 15,335 shares; 2026Q2: 14,347 shares 14,347 $882K 0.03% -988 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,398 shares; 2024Q4: 7,283 shares; 2025Q1: 5,592 shares; 2025Q2: 5,388 shares; 2025Q3: 5,359 shares; 2025Q4: 4,819 shares; 2026Q1: 2,497 shares; 2026Q2: 2,466 shares 2,466 $878K 0.03% -31 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: 7,182 shares; 2024Q4: 7,324 shares; 2025Q1: 3,113 shares; 2025Q2: 3,754 shares; 2025Q3: 3,603 shares; 2025Q4: 3,145 shares; 2026Q1: 1,966 shares; 2026Q2: 2,043 shares 2,043 $849K 0.03% +77 Timeline VBK 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: 2,187 shares; 2024Q4: 2,187 shares; 2025Q1: 2,187 shares; 2025Q2: 2,187 shares; 2025Q3: 2,169 shares; 2025Q4: 2,169 shares; 2026Q1: 2,181 shares; 2026Q2: 2,195 shares 2,195 $803K 0.03% +14 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: 1,766 shares; 2024Q4: 1,766 shares; 2025Q1: 1,766 shares; 2025Q2: 1,700 shares; 2025Q3: 1,721 shares; 2025Q4: 1,700 shares; 2026Q1: 1,541 shares; 2026Q2: 6,164 shares 6,164 $765K 0.03% +4,623 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: 1,602 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 2,603 shares; 2025Q3: 3,080 shares; 2025Q4: 2,733 shares; 2026Q1: 2,613 shares; 2026Q2: 2,473 shares 2,473 $737K 0.03% -140 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: 1,398 shares; 2025Q1: 1,335 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 935 shares; 2026Q1: 935 shares; 2026Q2: 940 shares 940 $661K 0.03% +5 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: not reported; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,681 shares; 2025Q3: 2,461 shares; 2025Q4: 1,718 shares; 2026Q1: 1,798 shares; 2026Q2: 1,718 shares 1,718 $633K 0.02% -80 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,118 shares; 2025Q4: 5,345 shares; 2026Q1: 5,672 shares; 2026Q2: 6,376 shares 6,376 $626K 0.02% +704 Timeline MGV 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: 3,853 shares; 2024Q4: 3,853 shares; 2025Q1: 3,853 shares; 2025Q2: 3,923 shares; 2025Q3: 3,851 shares; 2025Q4: 3,790 shares; 2026Q1: 3,824 shares; 2026Q2: 3,824 shares 3,824 $625K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,423 shares; 2024Q4: 3,118 shares; 2025Q1: 3,054 shares; 2025Q2: 2,799 shares; 2025Q3: 2,641 shares; 2025Q4: 2,432 shares; 2026Q1: 2,219 shares; 2026Q2: 2,164 shares 2,164 $608K 0.02% -55 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,612 shares 1,612 $602K 0.02% new 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: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,451 shares; 2025Q3: 1,384 shares; 2025Q4: 1,309 shares; 2026Q1: 1,381 shares; 2026Q2: 6,738 shares 6,738 $592K 0.02% +5,357 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 8,002 shares; 2025Q4: 7,903 shares; 2026Q1: 7,856 shares; 2026Q2: 7,773 shares 7,773 $589K 0.02% -83 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,271 shares; 2024Q4: 5,219 shares; 2025Q1: 4,854 shares; 2025Q2: 4,715 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,802 shares; 2026Q2: 3,766 shares 3,766 $581K 0.02% -36 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: 2,034 shares; 2024Q4: 2,235 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,084 shares; 2025Q4: 2,079 shares; 2026Q1: 1,732 shares; 2026Q2: 1,595 shares 1,595 $543K 0.02% -137 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 585 shares; 2025Q3: 587 shares; 2025Q4: 615 shares; 2026Q1: 597 shares; 2026Q2: 565 shares 565 $543K 0.02% -32 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,151 shares; 2025Q3: 29,934 shares; 2025Q4: 29,934 shares; 2026Q1: 13,253 shares; 2026Q2: 8,640 shares 8,640 $503K 0.02% -4,613 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,420 shares; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares; 2025Q2: 2,001 shares; 2025Q3: 2,003 shares; 2025Q4: 1,924 shares; 2026Q1: 1,728 shares; 2026Q2: 1,653 shares 1,653 $501K 0.02% -75 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,411 shares 7,411 $494K 0.02% +411 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: 412 shares 412 $484K 0.02% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,468 shares; 2024Q4: 6,451 shares; 2025Q1: 6,451 shares; 2025Q2: 6,199 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,733 shares; 2026Q2: 4,642 shares 4,642 $477K 0.02% -91 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: 10,173 shares; 2024Q4: 10,521 shares; 2025Q1: 3,735 shares; 2025Q2: 3,635 shares; 2025Q3: 3,669 shares; 2025Q4: 3,375 shares; 2026Q1: 3,120 shares; 2026Q2: 3,672 shares 3,672 $472K 0.02% +552 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,259 shares; 2024Q4: 41,983 shares; 2025Q1: 29,394 shares; 2025Q2: 29,249 shares; 2025Q3: 19,259 shares; 2025Q4: 9,259 shares; 2026Q1: 9,259 shares; 2026Q2: 9,259 shares 9,259 $468K 0.02% 0 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: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,465 shares; 2026Q1: 1,465 shares; 2026Q2: 1,484 shares 1,484 $467K 0.02% +19 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: 1,068 shares 1,068 $463K 0.02% 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: 4,802 shares; 2024Q4: 5,784 shares; 2025Q1: 172,158 shares; 2025Q2: 176,561 shares; 2025Q3: 176,144 shares; 2025Q4: 173,472 shares; 2026Q1: 7,803 shares; 2026Q2: 7,333 shares 7,333 $443K 0.02% -470 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 608 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 609 shares; 2026Q2: 620 shares 620 $442K 0.02% +11 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: 7,173 shares; 2024Q4: 6,556 shares; 2025Q1: 6,892 shares; 2025Q2: 6,735 shares; 2025Q3: 4,822 shares; 2025Q4: 5,003 shares; 2026Q1: 5,003 shares; 2026Q2: 5,266 shares 5,266 $436K 0.02% +263 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,696 shares; 2024Q4: 8,916 shares; 2025Q1: 11,190 shares; 2025Q2: 11,689 shares; 2025Q3: 11,896 shares; 2025Q4: 23,014 shares; 2026Q1: 2,846 shares; 2026Q2: 2,831 shares 2,831 $435K 0.02% -15 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: 1,596 shares; 2024Q4: 1,554 shares; 2025Q1: 1,522 shares; 2025Q2: 1,522 shares; 2025Q3: 1,737 shares; 2025Q4: 1,693 shares; 2026Q1: 1,721 shares; 2026Q2: 1,589 shares 1,589 $432K 0.02% -132 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,073 shares; 2024Q4: 3,842 shares; 2025Q1: 4,331 shares; 2025Q2: 4,331 shares; 2025Q3: 4,331 shares; 2025Q4: 4,622 shares; 2026Q1: 3,991 shares; 2026Q2: 3,905 shares 3,905 $431K 0.02% -86 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 372 shares 372 $421K 0.02% +1 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $415K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,181 shares; 2025Q2: 1,151 shares; 2025Q3: 1,008 shares; 2025Q4: 858 shares; 2026Q1: 804 shares; 2026Q2: 804 shares 804 $410K 0.02% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 173 shares 173 $393K 0.02% new Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,086 shares; 2024Q4: 4,086 shares; 2025Q1: 4,086 shares; 2025Q2: 4,086 shares; 2025Q3: 4,086 shares; 2025Q4: 4,086 shares; 2026Q1: 4,086 shares; 2026Q2: 4,086 shares 4,086 $368K 0.01% 0 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: 7,111 shares; 2025Q1: 7,111 shares; 2025Q2: 7,111 shares; 2025Q3: 7,111 shares; 2025Q4: 6,994 shares; 2026Q1: 6,940 shares; 2026Q2: 6,940 shares 6,940 $366K 0.01% 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: 8,661 shares; 2024Q4: 8,597 shares; 2025Q1: 7,940 shares; 2025Q2: 5,637 shares; 2025Q3: 5,763 shares; 2025Q4: 5,431 shares; 2026Q1: 4,505 shares; 2026Q2: 2,295 shares 2,295 $360K 0.01% -2,210 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,418 shares 1,418 $358K 0.01% +28 Timeline 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: 710 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 726 shares; 2026Q2: 728 shares 728 $358K 0.01% +2 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,314 shares 3,314 $357K 0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 662,366 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares; 2026Q2: 4,598 shares 4,598 $355K 0.01% +873 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: 1,350 shares; 2024Q4: 1,358 shares; 2025Q1: 1,318 shares; 2025Q2: 1,318 shares; 2025Q3: 1,449 shares; 2025Q4: 1,425 shares; 2026Q1: 1,236 shares; 2026Q2: 1,259 shares 1,259 $351K 0.01% +23 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,200 shares 6,200 $349K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,071 shares; 2024Q4: 11,071 shares; 2025Q1: 11,071 shares; 2025Q2: 12,844 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares; 2026Q1: 4,397 shares; 2026Q2: 4,328 shares 4,328 $348K 0.01% -69 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 544 shares 544 $347K 0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 5,202 shares; 2025Q4: 5,202 shares; 2026Q1: 5,202 shares; 2026Q2: 5,202 shares 5,202 $345K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,265 shares; 2025Q4: 1,200 shares; 2026Q1: not reported; 2026Q2: 963 shares 963 $328K 0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,773 shares; 2024Q4: 94,800 shares; 2025Q1: 106,802 shares; 2025Q2: 114,997 shares; 2025Q3: 122,761 shares; 2025Q4: 123,703 shares; 2026Q1: 118,013 shares; 2026Q2: 6,108 shares 6,108 $322K 0.01% -111,905 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: 620 shares; 2024Q4: 617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 923 shares; 2025Q4: 1,020 shares; 2026Q1: 972 shares; 2026Q2: 1,017 shares 1,017 $320K 0.01% +45 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 62,223 shares 62,223 $315K 0.01% new Timeline SCHY 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: 9,939 shares; 2025Q1: 9,939 shares; 2025Q2: 9,939 shares; 2025Q3: 9,939 shares; 2025Q4: 9,903 shares; 2026Q1: 9,820 shares; 2026Q2: 9,820 shares 9,820 $312K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 307 shares 307 $310K 0.01% +55 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,487 shares; 2025Q3: 818 shares; 2025Q4: 1,636 shares; 2026Q1: 1,594 shares; 2026Q2: 1,623 shares 1,623 $309K 0.01% +29 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,370 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,612 shares; 2026Q2: 1,839 shares 1,839 $302K 0.01% +227 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,062 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: 1,170 shares; 2026Q2: 1,395 shares 1,395 $302K 0.01% +225 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,120 shares; 2024Q4: 20,211 shares; 2025Q1: 20,101 shares; 2025Q2: 20,101 shares; 2025Q3: 19,267 shares; 2025Q4: 4,246 shares; 2026Q1: 5,114 shares; 2026Q2: 5,182 shares 5,182 $299K 0.01% +68 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 3,172 shares; 2026Q1: 3,180 shares; 2026Q2: 3,180 shares 3,180 $298K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,446 shares; 2025Q3: 1,451 shares; 2025Q4: 1,451 shares; 2026Q1: 1,457 shares; 2026Q2: 1,458 shares 1,458 $293K 0.01% +1 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,306 shares; 2025Q1: 5,306 shares; 2025Q2: 5,306 shares; 2025Q3: 5,306 shares; 2025Q4: 5,306 shares; 2026Q1: 5,306 shares; 2026Q2: 5,306 shares 5,306 $292K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,491 shares; 2025Q1: 3,760 shares; 2025Q2: 2,491 shares; 2025Q3: 2,491 shares; 2025Q4: 2,491 shares; 2026Q1: 2,734 shares; 2026Q2: 2,734 shares 2,734 $284K 0.01% 0 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: 1,726 shares; 2024Q4: 1,789 shares; 2025Q1: 1,979 shares; 2025Q2: 2,067 shares; 2025Q3: 520 shares; 2025Q4: 515 shares; 2026Q1: 516 shares; 2026Q2: 563 shares 563 $282K 0.01% +47 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,320 shares; 2025Q3: 3,340 shares; 2025Q4: 3,320 shares; 2026Q1: 3,320 shares; 2026Q2: 3,320 shares 3,320 $281K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,379 shares; 2024Q4: 1,379 shares; 2025Q1: 1,432 shares; 2025Q2: 1,322 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 902 shares; 2026Q2: 902 shares 902 $271K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 782 shares; 2026Q2: 794 shares 794 $262K 0.01% +12 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,335 shares 29,335 $262K 0.01% new 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: 5,173 shares; 2024Q4: 5,139 shares; 2025Q1: 2,226 shares; 2025Q2: 2,250 shares; 2025Q3: 2,242 shares; 2025Q4: 2,232 shares; 2026Q1: 2,240 shares; 2026Q2: 1,347 shares 1,347 $257K 0.01% -893 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,506 shares; 2025Q2: 5,506 shares; 2025Q3: 4,646 shares; 2025Q4: 4,646 shares; 2026Q1: 4,646 shares; 2026Q2: 4,646 shares 4,646 $251K 0.01% 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: 768 shares; 2024Q4: 768 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 786 shares; 2026Q1: 788 shares; 2026Q2: 782 shares 782 $245K 0.01% -6 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,109 shares; 2026Q2: 1,109 shares 1,109 $240K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 1,325 shares 1,325 $236K 0.01% +1,272 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: 9,747 shares; 2024Q4: 9,747 shares; 2025Q1: 9,747 shares; 2025Q2: 9,747 shares; 2025Q3: 7,697 shares; 2025Q4: 7,697 shares; 2026Q1: 7,697 shares; 2026Q2: 7,697 shares 7,697 $235K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,418 shares; 2024Q4: 8,970 shares; 2025Q1: 4,044 shares; 2025Q2: 5,026 shares; 2025Q3: 4,683 shares; 2025Q4: 4,420 shares; 2026Q1: 3,648 shares; 2026Q2: 2,260 shares 2,260 $231K 0.01% -1,388 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 854 shares 854 $218K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 595 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: not reported; 2026Q1: 522 shares; 2026Q2: 522 shares 522 $217K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK 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: 895 shares 895 $217K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 431 shares 431 $213K 0.01% new 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: 710 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 710 shares; 2026Q1: not reported; 2026Q2: 710 shares 710 $212K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: not reported; 2026Q2: 719 shares 719 $212K 0.01% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,190 shares; 2024Q4: 2,217 shares; 2025Q1: 2,031 shares; 2025Q2: 3,015 shares; 2025Q3: 2,918 shares; 2025Q4: 2,725 shares; 2026Q1: 2,419 shares; 2026Q2: 2,284 shares 2,284 $207K 0.01% -135 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,955 shares; 2024Q4: 3,724 shares; 2025Q1: 897 shares; 2025Q2: not reported; 2025Q3: 774 shares; 2025Q4: 774 shares; 2026Q1: not reported; 2026Q2: 560 shares 560 $201K 0.01% new Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $197K 0.01% 0 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,656 shares; 2024Q4: 13,656 shares; 2025Q1: 13,656 shares; 2025Q2: 13,656 shares; 2025Q3: 13,656 shares; 2025Q4: 13,656 shares; 2026Q1: 13,656 shares; 2026Q2: 13,656 shares 13,656 $151K 0.01% 0 Timeline BOF BRANCHOUT FOOD INC More: the full row for BRANCHOUT FOOD 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: 12,500 shares 12,500 $57.5K <0.01% new Timeline