SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,182 shares; 2024Q4: 192,217 shares; 2025Q1: 206,309 shares; 2025Q2: 219,335 shares; 2025Q3: 241,238 shares; 2025Q4: 284,443 shares; 2026Q1: 292,449 shares; 2026Q2: 330,048 shares 330,048 $27.1M 10.56% +37,599 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: 122,821 shares; 2024Q4: 128,982 shares; 2025Q1: 144,337 shares; 2025Q2: 153,447 shares; 2025Q3: 168,346 shares; 2025Q4: 199,277 shares; 2026Q1: 201,795 shares; 2026Q2: 204,617 shares 204,617 $22.5M 8.78% +2,822 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,138 shares; 2024Q4: 102,608 shares; 2025Q1: 112,602 shares; 2025Q2: 117,182 shares; 2025Q3: 120,474 shares; 2025Q4: 118,100 shares; 2026Q1: 118,649 shares; 2026Q2: 118,414 shares 118,414 $22.3M 8.68% -235 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: 75,698 shares; 2024Q4: 113,227 shares; 2025Q1: 119,508 shares; 2025Q2: 120,933 shares; 2025Q3: 133,891 shares; 2025Q4: 157,209 shares; 2026Q1: 159,566 shares; 2026Q2: 163,150 shares 163,150 $16.2M 6.32% +3,584 Timeline DFAI 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: not reported; 2025Q2: not reported; 2025Q3: 11,100 shares; 2025Q4: 277,678 shares; 2026Q1: 289,049 shares; 2026Q2: 340,796 shares 340,796 $14.1M 5.48% +51,747 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: 31,488 shares; 2024Q4: 23,336 shares; 2025Q1: 27,746 shares; 2025Q2: 27,746 shares; 2025Q3: 27,531 shares; 2025Q4: 27,531 shares; 2026Q1: 56,871 shares; 2026Q2: 87,886 shares 87,886 $12.3M 4.78% +31,015 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: 31,031 shares; 2024Q4: 31,910 shares; 2025Q1: 33,437 shares; 2025Q2: 35,772 shares; 2025Q3: 39,711 shares; 2025Q4: 44,363 shares; 2026Q1: 44,749 shares; 2026Q2: 42,281 shares 42,281 $9M 3.5% -2,468 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: 20,734 shares; 2024Q4: 20,500 shares; 2025Q1: 20,469 shares; 2025Q2: 20,686 shares; 2025Q3: 19,792 shares; 2025Q4: 18,465 shares; 2026Q1: 18,337 shares; 2026Q2: 24,073 shares 24,073 $6.97M 2.71% +5,736 Timeline DFAS 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: 30,686 shares; 2024Q4: 43,398 shares; 2025Q1: 52,899 shares; 2025Q2: 60,192 shares; 2025Q3: 66,992 shares; 2025Q4: 74,819 shares; 2026Q1: 75,608 shares; 2026Q2: 75,923 shares 75,923 $6.25M 2.44% +315 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: 46,301 shares; 2024Q4: 47,730 shares; 2025Q1: 53,705 shares; 2025Q2: 58,154 shares; 2025Q3: 63,712 shares; 2025Q4: 70,904 shares; 2026Q1: 72,797 shares; 2026Q2: 72,710 shares 72,710 $5.61M 2.18% -87 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,319 shares; 2024Q4: 24,783 shares; 2025Q1: 23,658 shares; 2025Q2: 23,198 shares; 2025Q3: 23,614 shares; 2025Q4: 24,249 shares; 2026Q1: 24,041 shares; 2026Q2: 23,533 shares 23,533 $5.13M 2% -508 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: 8,643 shares; 2024Q4: 8,731 shares; 2025Q1: 9,553 shares; 2025Q2: 9,734 shares; 2025Q3: 9,765 shares; 2025Q4: 9,711 shares; 2026Q1: 9,698 shares; 2026Q2: 57,199 shares 57,199 $4.93M 1.92% +47,501 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,759 shares; 2024Q4: 30,921 shares; 2025Q1: 35,071 shares; 2025Q2: 39,554 shares; 2025Q3: 41,306 shares; 2025Q4: 46,335 shares; 2026Q1: 48,035 shares; 2026Q2: 47,190 shares 47,190 $4.83M 1.88% -845 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: 94,726 shares; 2024Q4: 105,204 shares; 2025Q1: 108,547 shares; 2025Q2: 120,609 shares; 2025Q3: 124,900 shares; 2025Q4: 41,151 shares; 2026Q1: 41,969 shares; 2026Q2: 42,388 shares 42,388 $4.09M 1.59% +419 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: 21,220 shares; 2024Q4: 18,999 shares; 2025Q1: 19,455 shares; 2025Q2: 20,654 shares; 2025Q3: 19,296 shares; 2025Q4: 18,251 shares; 2026Q1: 17,463 shares; 2026Q2: 18,738 shares 18,738 $3.75M 1.46% +1,275 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,566 shares; 2024Q4: 4,934 shares; 2025Q1: 4,867 shares; 2025Q2: 5,156 shares; 2025Q3: 4,847 shares; 2025Q4: 3,310 shares; 2026Q1: 3,255 shares; 2026Q2: 23,522 shares 23,522 $2.81M 1.1% +20,267 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 7,700 shares; 2025Q2: 12,987 shares; 2025Q3: 12,257 shares; 2025Q4: 16,487 shares; 2026Q1: 18,587 shares; 2026Q2: 26,137 shares 26,137 $2.62M 1.02% +7,550 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: 7,670 shares; 2024Q4: 7,854 shares; 2025Q1: 7,805 shares; 2025Q2: 8,028 shares; 2025Q3: 7,595 shares; 2025Q4: 6,427 shares; 2026Q1: 6,263 shares; 2026Q2: 6,822 shares 6,822 $2.44M 0.95% +559 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: 7,947 shares; 2024Q4: 7,245 shares; 2025Q1: 7,184 shares; 2025Q2: 6,945 shares; 2025Q3: 6,781 shares; 2025Q4: 6,358 shares; 2026Q1: 6,365 shares; 2026Q2: 6,461 shares 6,461 $2.41M 0.94% +96 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: 9,291 shares; 2024Q4: 9,496 shares; 2025Q1: 9,476 shares; 2025Q2: 10,232 shares; 2025Q3: 10,172 shares; 2025Q4: 9,567 shares; 2026Q1: 9,478 shares; 2026Q2: 10,045 shares 10,045 $2.39M 0.93% +567 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,069 shares; 2026Q1: 26,489 shares; 2026Q2: 47,133 shares 47,133 $2.37M 0.92% +20,644 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,692 shares; 2024Q4: 22,071 shares; 2025Q1: 20,965 shares; 2025Q2: 19,379 shares; 2025Q3: 18,925 shares; 2025Q4: 14,499 shares; 2026Q1: 14,538 shares; 2026Q2: 19,069 shares 19,069 $2.1M 0.82% +4,531 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: 6,912 shares; 2024Q4: 7,153 shares; 2025Q1: 6,833 shares; 2025Q2: 6,801 shares; 2025Q3: 6,381 shares; 2025Q4: 5,721 shares; 2026Q1: 5,721 shares; 2026Q2: 6,262 shares 6,262 $2.05M 0.8% +541 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: 4,821 shares; 2024Q4: 5,347 shares; 2025Q1: 5,364 shares; 2025Q2: 5,165 shares; 2025Q3: 4,917 shares; 2025Q4: 4,917 shares; 2026Q1: 5,117 shares; 2026Q2: 8,066 shares 8,066 $2.05M 0.8% +2,949 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: 2,740 shares; 2024Q4: 2,787 shares; 2025Q1: 2,622 shares; 2025Q2: 3,143 shares; 2025Q3: 3,157 shares; 2025Q4: 2,738 shares; 2026Q1: 2,733 shares; 2026Q2: 2,721 shares 2,721 $2M 0.78% -12 Timeline FREL 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: 34,105 shares; 2024Q4: 35,942 shares; 2025Q1: 41,195 shares; 2025Q2: 44,311 shares; 2025Q3: 51,462 shares; 2025Q4: 56,243 shares; 2026Q1: 57,276 shares; 2026Q2: 60,592 shares 60,592 $1.78M 0.69% +3,316 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,978 shares; 2024Q4: 7,028 shares; 2025Q1: 7,502 shares; 2025Q2: 7,502 shares; 2025Q3: 7,479 shares; 2025Q4: 7,479 shares; 2026Q1: 7,554 shares; 2026Q2: 7,429 shares 7,429 $1.76M 0.68% -125 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: 10,576 shares; 2024Q4: 11,106 shares; 2025Q1: 10,809 shares; 2025Q2: 10,636 shares; 2025Q3: 10,165 shares; 2025Q4: 10,112 shares; 2026Q1: 9,667 shares; 2026Q2: 11,641 shares 11,641 $1.71M 0.67% +1,974 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: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,319 shares; 2025Q2: 1,314 shares; 2025Q3: 1,189 shares; 2025Q4: 1,139 shares; 2026Q1: 1,290 shares; 2026Q2: 1,515 shares 1,515 $1.61M 0.63% +225 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: 2,483 shares; 2024Q4: 2,483 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,213 shares; 2025Q4: 2,213 shares; 2026Q1: 2,213 shares; 2026Q2: 2,213 shares 2,213 $1.6M 0.62% 0 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: 10,146 shares; 2024Q4: 10,142 shares; 2025Q1: 10,124 shares; 2025Q2: 10,421 shares; 2025Q3: 10,327 shares; 2025Q4: 9,900 shares; 2026Q1: 9,665 shares; 2026Q2: 9,734 shares 9,734 $1.54M 0.6% +69 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: 1,930 shares; 2024Q4: 1,714 shares; 2025Q1: 1,599 shares; 2025Q2: 1,547 shares; 2025Q3: 1,266 shares; 2025Q4: 1,169 shares; 2026Q1: 1,164 shares; 2026Q2: 1,273 shares 1,273 $1.53M 0.59% +109 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: 5,036 shares; 2024Q4: 4,899 shares; 2025Q1: 5,127 shares; 2025Q2: 5,315 shares; 2025Q3: 5,199 shares; 2025Q4: 3,747 shares; 2026Q1: 3,742 shares; 2026Q2: 4,112 shares 4,112 $1.48M 0.58% +370 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: 17,378 shares; 2024Q4: 17,435 shares; 2025Q1: 17,402 shares; 2025Q2: 20,831 shares; 2025Q3: 20,514 shares; 2025Q4: 20,407 shares; 2026Q1: 20,407 shares; 2026Q2: 20,518 shares 20,518 $1.46M 0.57% +111 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: 2,379 shares; 2024Q4: 2,154 shares; 2025Q1: 1,930 shares; 2025Q2: 2,103 shares; 2025Q3: 2,033 shares; 2025Q4: 1,784 shares; 2026Q1: 2,024 shares; 2026Q2: 1,952 shares 1,952 $1.46M 0.57% -72 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: 3,707 shares; 2024Q4: 3,707 shares; 2025Q1: 3,705 shares; 2025Q2: 3,705 shares; 2025Q3: 3,823 shares; 2025Q4: 3,814 shares; 2026Q1: 3,817 shares; 2026Q2: 3,822 shares 3,822 $1.41M 0.55% +5 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,721 shares; 2024Q4: 10,273 shares; 2025Q1: 9,143 shares; 2025Q2: 8,470 shares; 2025Q3: 8,363 shares; 2025Q4: 8,423 shares; 2026Q1: 9,032 shares; 2026Q2: 8,996 shares 8,996 $1.33M 0.52% -36 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: 1,580 shares; 2025Q4: 1,597 shares; 2026Q1: 1,097 shares; 2026Q2: 1,037 shares 1,037 $1.2M 0.47% -60 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: 5,966 shares; 2024Q4: 6,543 shares; 2025Q1: 6,525 shares; 2025Q2: 6,725 shares; 2025Q3: 6,920 shares; 2025Q4: 7,042 shares; 2026Q1: 7,042 shares; 2026Q2: 9,078 shares 9,078 $1.19M 0.47% +2,036 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,556 shares; 2024Q4: 1,556 shares; 2025Q1: 1,556 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,565 shares; 2026Q2: 1,356 shares 1,356 $1.01M 0.39% -209 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: 2,745 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 2,852 shares; 2026Q1: 2,817 shares; 2026Q2: 2,817 shares 2,817 $995K 0.39% 0 Timeline FHLC 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: 18,933 shares; 2024Q4: 16,555 shares; 2025Q1: 15,082 shares; 2025Q2: 19,051 shares; 2025Q3: 21,114 shares; 2025Q4: 14,368 shares; 2026Q1: 13,901 shares; 2026Q2: 12,694 shares 12,694 $981K 0.38% -1,207 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,478 shares; 2025Q1: 3,519 shares; 2025Q2: 3,478 shares; 2025Q3: 3,478 shares; 2025Q4: 3,551 shares; 2026Q1: 4,102 shares; 2026Q2: 8,112 shares 8,112 $953K 0.37% +4,010 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: not reported; 2024Q4: 1,748 shares; 2025Q1: 1,748 shares; 2025Q2: 1,276 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares; 2026Q2: 2,234 shares 2,234 $952K 0.37% +1,069 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: 3,617 shares; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 4,527 shares; 2025Q3: 4,152 shares; 2025Q4: 4,152 shares; 2026Q1: 4,153 shares; 2026Q2: 5,053 shares 5,053 $934K 0.36% +900 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: 1,803 shares; 2024Q4: 1,844 shares; 2025Q1: 1,849 shares; 2025Q2: 2,069 shares; 2025Q3: 2,069 shares; 2025Q4: 1,729 shares; 2026Q1: 1,722 shares; 2026Q2: 1,844 shares 1,844 $923K 0.36% +122 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,846 shares; 2024Q4: 1,846 shares; 2025Q1: 1,847 shares; 2025Q2: 1,847 shares; 2025Q3: 1,815 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 2,606 shares 2,606 $919K 0.36% +891 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,657 shares; 2024Q4: 18,436 shares; 2025Q1: 16,778 shares; 2025Q2: 9,114 shares; 2025Q3: 9,292 shares; 2025Q4: 9,934 shares; 2026Q1: 9,970 shares; 2026Q2: 10,613 shares 10,613 $907K 0.35% +643 Timeline VDC 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: 4,081 shares; 2024Q4: 4,494 shares; 2025Q1: 4,196 shares; 2025Q2: 3,967 shares; 2025Q3: 4,224 shares; 2025Q4: 4,339 shares; 2026Q1: 4,652 shares; 2026Q2: 3,986 shares 3,986 $899K 0.35% -666 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: 3,149 shares; 2024Q4: 3,282 shares; 2025Q1: 3,282 shares; 2025Q2: 3,424 shares; 2025Q3: 3,307 shares; 2025Q4: 3,217 shares; 2026Q1: 3,047 shares; 2026Q2: 2,959 shares 2,959 $897K 0.35% -88 Timeline FCOM 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: 15,532 shares; 2024Q4: 17,938 shares; 2025Q1: 17,252 shares; 2025Q2: 19,342 shares; 2025Q3: 19,457 shares; 2025Q4: 16,327 shares; 2026Q1: 16,995 shares; 2026Q2: 12,727 shares 12,727 $884K 0.34% -4,268 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105 shares; 2024Q4: 1,299 shares; 2025Q1: 1,487 shares; 2025Q2: 1,692 shares; 2025Q3: 1,692 shares; 2025Q4: 1,692 shares; 2026Q1: 1,692 shares; 2026Q2: 10,152 shares 10,152 $839K 0.33% +8,460 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: 8,972 shares; 2024Q4: 11,624 shares; 2025Q1: 10,850 shares; 2025Q2: 10,846 shares; 2025Q3: 11,009 shares; 2025Q4: 11,711 shares; 2026Q1: 11,765 shares; 2026Q2: 13,390 shares 13,390 $779K 0.3% +1,625 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: 6,049 shares; 2024Q4: 6,833 shares; 2025Q1: 6,742 shares; 2025Q2: 8,035 shares; 2025Q3: 8,551 shares; 2025Q4: 16,194 shares; 2026Q1: 17,629 shares; 2026Q2: 14,538 shares 14,538 $772K 0.3% -3,091 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,411 shares; 2024Q4: 4,411 shares; 2025Q1: 5,516 shares; 2025Q2: 5,084 shares; 2025Q3: 4,779 shares; 2025Q4: 4,943 shares; 2026Q1: 4,909 shares; 2026Q2: 5,201 shares 5,201 $762K 0.3% +292 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: 1,832 shares; 2024Q4: 1,784 shares; 2025Q1: 1,909 shares; 2025Q2: 2,184 shares; 2025Q3: 2,238 shares; 2025Q4: 3,528 shares; 2026Q1: 5,305 shares; 2026Q2: 4,554 shares 4,554 $748K 0.29% -751 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: 440 shares; 2025Q1: 442 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 717 shares; 2026Q1: 717 shares; 2026Q2: 737 shares 737 $745K 0.29% +20 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: 1,378 shares; 2024Q4: 2,258 shares; 2025Q1: 2,287 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 1,806 shares; 2026Q1: 1,956 shares; 2026Q2: 1,886 shares 1,886 $712K 0.28% -70 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: 3,356 shares; 2024Q4: 3,356 shares; 2025Q1: 3,365 shares; 2025Q2: 3,356 shares; 2025Q3: 3,356 shares; 2025Q4: 3,179 shares; 2026Q1: 2,979 shares; 2026Q2: 4,240 shares 4,240 $703K 0.27% +1,261 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,158 shares; 2024Q4: 3,913 shares; 2025Q1: 3,700 shares; 2025Q2: 3,667 shares; 2025Q3: 3,667 shares; 2025Q4: 3,667 shares; 2026Q1: 3,667 shares; 2026Q2: 3,667 shares 3,667 $671K 0.26% 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: 5,831 shares; 2024Q4: 4,879 shares; 2025Q1: 5,348 shares; 2025Q2: 6,266 shares; 2025Q3: 6,194 shares; 2025Q4: 7,348 shares; 2026Q1: 8,028 shares; 2026Q2: 5,615 shares 5,615 $659K 0.26% -2,413 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,232 shares; 2024Q4: 4,832 shares; 2025Q1: 5,161 shares; 2025Q2: 4,842 shares; 2025Q3: 4,767 shares; 2025Q4: 4,717 shares; 2026Q1: 4,595 shares; 2026Q2: 4,795 shares 4,795 $656K 0.26% +200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,060 shares 2,060 $649K 0.25% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,705 shares; 2024Q4: 3,073 shares; 2025Q1: 3,530 shares; 2025Q2: 3,473 shares; 2025Q3: 3,591 shares; 2025Q4: 4,465 shares; 2026Q1: 4,328 shares; 2026Q2: 23,235 shares 23,235 $637K 0.25% +18,907 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $634K 0.25% new Timeline VDE 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: 4,321 shares; 2024Q4: 5,001 shares; 2025Q1: 4,901 shares; 2025Q2: 5,116 shares; 2025Q3: 4,215 shares; 2025Q4: 4,446 shares; 2026Q1: 4,096 shares; 2026Q2: 4,138 shares 4,138 $621K 0.24% +42 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: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,619 shares; 2025Q4: 1,619 shares; 2026Q1: 1,719 shares; 2026Q2: 2,402 shares 2,402 $604K 0.24% +683 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,090 shares; 2024Q4: 8,090 shares; 2025Q1: 8,090 shares; 2025Q2: 8,090 shares; 2025Q3: 8,090 shares; 2025Q4: 8,090 shares; 2026Q1: 8,090 shares; 2026Q2: 8,090 shares 8,090 $601K 0.23% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,148 shares; 2024Q4: 5,022 shares; 2025Q1: 4,289 shares; 2025Q2: 4,290 shares; 2025Q3: 5,879 shares; 2025Q4: 11,156 shares; 2026Q1: 11,627 shares; 2026Q2: 13,244 shares 13,244 $600K 0.23% +1,617 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: 4,922 shares; 2024Q4: 5,737 shares; 2025Q1: 4,353 shares; 2025Q2: 2,803 shares; 2025Q3: 2,803 shares; 2025Q4: 2,844 shares; 2026Q1: 3,752 shares; 2026Q2: 4,652 shares 4,652 $598K 0.23% +900 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: 1,118 shares; 2024Q4: 1,030 shares; 2025Q1: 972 shares; 2025Q2: 867 shares; 2025Q3: 809 shares; 2025Q4: 7,681 shares; 2026Q1: 7,683 shares; 2026Q2: 8,318 shares 8,318 $594K 0.23% +635 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: 5,119 shares; 2024Q4: 5,119 shares; 2025Q1: 5,139 shares; 2025Q2: 5,119 shares; 2025Q3: 5,119 shares; 2025Q4: 4,682 shares; 2026Q1: 4,682 shares; 2026Q2: 5,163 shares 5,163 $585K 0.23% +481 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: 1,541 shares; 2024Q4: 1,719 shares; 2025Q1: 1,502 shares; 2025Q2: 1,389 shares; 2025Q3: 1,227 shares; 2025Q4: 1,189 shares; 2026Q1: 1,172 shares; 2026Q2: 1,165 shares 1,165 $572K 0.22% -7 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,051 shares; 2024Q4: 8,051 shares; 2025Q1: 8,051 shares; 2025Q2: 8,051 shares; 2025Q3: 8,051 shares; 2025Q4: 8,051 shares; 2026Q1: 8,051 shares; 2026Q2: 8,376 shares 8,376 $572K 0.22% +325 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: 1,831 shares; 2024Q4: 1,814 shares; 2025Q1: 1,994 shares; 2025Q2: 2,123 shares; 2025Q3: 2,163 shares; 2025Q4: 2,164 shares; 2026Q1: 1,988 shares; 2026Q2: 6,933 shares 6,933 $559K 0.22% +4,945 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,543 shares; 2026Q1: 5,864 shares; 2026Q2: 6,726 shares 6,726 $551K 0.21% +862 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: 5,270 shares; 2024Q4: 5,255 shares; 2025Q1: 4,981 shares; 2025Q2: 4,381 shares; 2025Q3: 4,452 shares; 2025Q4: 4,452 shares; 2026Q1: 4,377 shares; 2026Q2: 3,577 shares 3,577 $549K 0.21% -800 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: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $520K 0.2% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011 shares; 2024Q4: 1,197 shares; 2025Q1: 1,197 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 1,347 shares; 2026Q2: 1,882 shares 1,882 $509K 0.2% +535 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: 1,523 shares; 2024Q4: 2,162 shares; 2025Q1: 2,004 shares; 2025Q2: 1,847 shares; 2025Q3: 1,646 shares; 2025Q4: 1,548 shares; 2026Q1: 1,366 shares; 2026Q2: 1,808 shares 1,808 $508K 0.2% +442 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: 845 shares; 2024Q4: 1,031 shares; 2025Q1: 990 shares; 2025Q2: 887 shares; 2025Q3: 826 shares; 2025Q4: 759 shares; 2026Q1: 736 shares; 2026Q2: 862 shares 862 $486K 0.19% +126 Timeline FNCL 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: 18,781 shares; 2024Q4: 19,219 shares; 2025Q1: 18,567 shares; 2025Q2: 19,576 shares; 2025Q3: 19,955 shares; 2025Q4: 13,365 shares; 2026Q1: 14,314 shares; 2026Q2: 6,248 shares 6,248 $478K 0.19% -8,066 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: 899 shares; 2024Q4: 1,261 shares; 2025Q1: 1,094 shares; 2025Q2: 946 shares; 2025Q3: 845 shares; 2025Q4: 680 shares; 2026Q1: 674 shares; 2026Q2: 1,300 shares 1,300 $471K 0.18% +626 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: 3,635 shares; 2024Q4: 3,635 shares; 2025Q1: 3,635 shares; 2025Q2: 3,635 shares; 2025Q3: 3,635 shares; 2025Q4: 3,635 shares; 2026Q1: 3,635 shares; 2026Q2: 3,635 shares 3,635 $460K 0.18% 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: 4,661 shares; 2025Q1: 4,977 shares; 2025Q2: 3,887 shares; 2025Q3: 2,844 shares; 2025Q4: 2,732 shares; 2026Q1: 2,699 shares; 2026Q2: 2,699 shares 2,699 $459K 0.18% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 2,592 shares; 2025Q4: not reported; 2026Q1: 2,331 shares; 2026Q2: 1,479 shares 1,479 $441K 0.17% -852 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 750 shares 750 $436K 0.17% -250 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: 1,772 shares; 2024Q4: 1,570 shares; 2025Q1: 1,465 shares; 2025Q2: 1,288 shares; 2025Q3: 1,265 shares; 2025Q4: 1,196 shares; 2026Q1: 1,245 shares; 2026Q2: 1,245 shares 1,245 $421K 0.16% 0 Timeline VAW 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: 1,527 shares; 2024Q4: 1,534 shares; 2025Q1: 1,465 shares; 2025Q2: 1,516 shares; 2025Q3: 1,828 shares; 2025Q4: 1,758 shares; 2026Q1: 1,930 shares; 2026Q2: 1,827 shares 1,827 $418K 0.16% -103 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: 1,334 shares; 2024Q4: 1,311 shares; 2025Q1: 1,273 shares; 2025Q2: 1,428 shares; 2025Q3: 1,268 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares; 2026Q2: 1,049 shares 1,049 $416K 0.16% -100 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: 1,133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 779 shares; 2026Q2: 1,110 shares 1,110 $415K 0.16% +331 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,804 shares; 2024Q4: 2,804 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares; 2026Q1: 2,508 shares; 2026Q2: 2,808 shares 2,808 $402K 0.16% +300 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: 1,087 shares; 2024Q4: 981 shares; 2025Q1: 999 shares; 2025Q2: 985 shares; 2025Q3: 995 shares; 2025Q4: 969 shares; 2026Q1: 969 shares; 2026Q2: 1,169 shares 1,169 $401K 0.16% +200 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,422 shares 4,422 $400K 0.16% new 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: 865 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 859 shares; 2025Q4: 696 shares; 2026Q1: 689 shares; 2026Q2: 777 shares 777 $396K 0.15% +88 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,059 shares; 2024Q4: 989 shares; 2025Q1: 1,009 shares; 2025Q2: 1,044 shares; 2025Q3: 1,049 shares; 2025Q4: 922 shares; 2026Q1: 922 shares; 2026Q2: 913 shares 913 $384K 0.15% -9 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: 352 shares; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 383 shares; 2025Q4: 379 shares; 2026Q1: 379 shares; 2026Q2: 379 shares 379 $371K 0.14% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 742 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 742 shares; 2026Q1: 742 shares; 2026Q2: 998 shares 998 $368K 0.14% +256 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: 7,934 shares; 2024Q4: 7,934 shares; 2025Q1: 6,550 shares; 2025Q2: 6,570 shares; 2025Q3: 6,570 shares; 2025Q4: 5,070 shares; 2026Q1: 5,070 shares; 2026Q2: 5,980 shares 5,980 $368K 0.14% +910 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: 1,656 shares; 2024Q4: 1,595 shares; 2025Q1: 1,602 shares; 2025Q2: 1,595 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares; 2026Q2: 1,605 shares 1,605 $354K 0.14% +145 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: 912 shares; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,293 shares; 2025Q3: 1,613 shares; 2025Q4: 1,365 shares; 2026Q1: 1,420 shares; 2026Q2: 1,183 shares 1,183 $354K 0.14% -237 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: 398 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 401 shares; 2025Q4: 441 shares; 2026Q1: 441 shares; 2026Q2: 505 shares 505 $347K 0.14% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 832 shares 832 $330K 0.13% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,789 shares 1,789 $324K 0.13% 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: 3,040 shares; 2024Q4: 3,042 shares; 2025Q1: 2,843 shares; 2025Q2: 2,843 shares; 2025Q3: 3,005 shares; 2025Q4: 3,062 shares; 2026Q1: 3,094 shares; 2026Q2: 3,319 shares 3,319 $320K 0.12% +225 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,559 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,885 shares; 2026Q2: 6,885 shares 6,885 $311K 0.12% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares; 2026Q1: 1,267 shares; 2026Q2: 1,618 shares 1,618 $307K 0.12% +351 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $305K 0.12% new 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: 848 shares; 2024Q4: 687 shares; 2025Q1: 688 shares; 2025Q2: 687 shares; 2025Q3: 704 shares; 2025Q4: 704 shares; 2026Q1: not reported; 2026Q2: 733 shares 733 $305K 0.12% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,282 shares 1,282 $305K 0.12% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 1,348 shares; 2025Q1: 1,350 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares; 2026Q1: 1,352 shares; 2026Q2: 1,352 shares 1,352 $296K 0.12% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,108 shares; 2026Q1: 7,432 shares; 2026Q2: 6,605 shares 6,605 $291K 0.11% -827 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: 127 shares 127 $289K 0.11% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,912 shares; 2024Q4: 3,941 shares; 2025Q1: 3,344 shares; 2025Q2: 3,347 shares; 2025Q3: 3,349 shares; 2025Q4: 1,784 shares; 2026Q1: 1,786 shares; 2026Q2: 1,828 shares 1,828 $286K 0.11% +42 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: 4,659 shares; 2024Q4: 4,659 shares; 2025Q1: not reported; 2025Q2: 4,659 shares; 2025Q3: 4,659 shares; 2025Q4: 4,705 shares; 2026Q1: 4,705 shares; 2026Q2: 4,706 shares 4,706 $284K 0.11% +1 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,190 shares 2,190 $277K 0.11% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,628 shares; 2025Q1: 1,628 shares; 2025Q2: 1,628 shares; 2025Q3: 1,628 shares; 2025Q4: 783 shares; 2026Q1: 748 shares; 2026Q2: 748 shares 748 $274K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,780 shares; 2026Q1: 4,252 shares; 2026Q2: 4,737 shares 4,737 $270K 0.11% +485 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: 484 shares; 2024Q4: not reported; 2025Q1: 442 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: not reported; 2026Q1: 390 shares; 2026Q2: 425 shares 425 $270K 0.11% +35 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: 2,038 shares; 2024Q4: 1,747 shares; 2025Q1: 1,707 shares; 2025Q2: 1,469 shares; 2025Q3: 1,435 shares; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares; 2026Q2: 1,431 shares 1,431 $265K 0.1% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,324 shares; 2026Q2: 4,475 shares 4,475 $264K 0.1% +151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,832 shares 2,832 $257K 0.1% new 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: 1,000 shares 1,000 $255K 0.1% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $254K 0.1% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,215 shares; 2024Q4: 6,488 shares; 2025Q1: 5,728 shares; 2025Q2: 5,440 shares; 2025Q3: 5,565 shares; 2025Q4: 4,327 shares; 2026Q1: 4,308 shares; 2026Q2: 4,564 shares 4,564 $253K 0.1% +256 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,121 shares 1,121 $251K 0.1% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $245K 0.1% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,285 shares 4,285 $229K 0.09% new Timeline CIBR 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: 3,307 shares; 2025Q1: 3,307 shares; 2025Q2: 3,307 shares; 2025Q3: 3,307 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,443 shares 2,443 $220K 0.09% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,878 shares; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,878 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,406 shares 1,406 $213K 0.08% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 2,325 shares; 2025Q3: 2,848 shares; 2025Q4: 2,711 shares; 2026Q1: 2,727 shares; 2026Q2: 2,250 shares 2,250 $207K 0.08% -477 Timeline IEZ 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: 7,688 shares 7,688 $207K 0.08% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,874 shares 4,874 $206K 0.08% new Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,883 shares; 2024Q4: 22,583 shares; 2025Q1: 25,183 shares; 2025Q2: 25,283 shares; 2025Q3: 25,283 shares; 2025Q4: 25,933 shares; 2026Q1: 25,666 shares; 2026Q2: 25,360 shares 25,360 $192K 0.07% -306 Timeline