IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,634 shares; 2024Q4: 64,306 shares; 2025Q1: 63,789 shares; 2025Q2: 63,429 shares; 2025Q3: 63,909 shares; 2025Q4: 64,561 shares; 2026Q1: 65,220 shares; 2026Q2: 61,664 shares 61,664 $14M 4.96% -3,556 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: 45,416 shares; 2024Q4: 49,889 shares; 2025Q1: 51,199 shares; 2025Q2: 50,337 shares; 2025Q3: 46,853 shares; 2025Q4: 45,019 shares; 2026Q1: 46,324 shares; 2026Q2: 45,360 shares 45,360 $13.1M 4.65% -964 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: 191,412 shares; 2024Q4: 195,252 shares; 2025Q1: 197,017 shares; 2025Q2: 192,776 shares; 2025Q3: 197,903 shares; 2025Q4: 203,581 shares; 2026Q1: 203,463 shares; 2026Q2: 181,119 shares 181,119 $12.9M 4.57% -22,344 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,628 shares; 2024Q4: 101,621 shares; 2025Q1: 98,359 shares; 2025Q2: 96,263 shares; 2025Q3: 94,967 shares; 2025Q4: 91,520 shares; 2026Q1: 93,092 shares; 2026Q2: 86,516 shares 86,516 $11.9M 4.21% -6,576 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,231 shares; 2024Q4: 153,681 shares; 2025Q1: 153,768 shares; 2025Q2: 166,791 shares; 2025Q3: 171,740 shares; 2025Q4: 176,516 shares; 2026Q1: 172,819 shares; 2026Q2: 164,445 shares 164,445 $10.7M 3.8% -8,374 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: 24,650 shares; 2024Q4: 26,822 shares; 2025Q1: 26,885 shares; 2025Q2: 25,253 shares; 2025Q3: 24,297 shares; 2025Q4: 25,570 shares; 2026Q1: 24,350 shares; 2026Q2: 25,316 shares 25,316 $9.44M 3.34% +966 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: 8,994 shares; 2024Q4: 12,258 shares; 2025Q1: 16,702 shares; 2025Q2: 16,786 shares; 2025Q3: 16,472 shares; 2025Q4: 19,660 shares; 2026Q1: 20,062 shares; 2026Q2: 19,317 shares 19,317 $7.3M 2.58% -745 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: not reported; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 14,326 shares; 2025Q4: 15,407 shares; 2026Q1: 19,813 shares; 2026Q2: 20,104 shares 20,104 $7.18M 2.54% +291 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: 15,397 shares; 2024Q4: 16,335 shares; 2025Q1: 17,296 shares; 2025Q2: 17,331 shares; 2025Q3: 17,867 shares; 2025Q4: 19,630 shares; 2026Q1: 19,455 shares; 2026Q2: 20,960 shares 20,960 $6.86M 2.43% +1,505 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: 18,352 shares; 2024Q4: 17,792 shares; 2025Q1: 17,323 shares; 2025Q2: 18,989 shares; 2025Q3: 18,961 shares; 2025Q4: 19,094 shares; 2026Q1: 19,371 shares; 2026Q2: 74,696 shares 74,696 $6.02M 2.13% +55,325 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,241 shares; 2024Q4: 41,647 shares; 2025Q1: 41,273 shares; 2025Q2: 41,160 shares; 2025Q3: 41,442 shares; 2025Q4: 41,977 shares; 2026Q1: 41,745 shares; 2026Q2: 39,374 shares 39,374 $5.82M 2.06% -2,371 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: 10,860 shares; 2024Q4: 11,948 shares; 2025Q1: 11,838 shares; 2025Q2: 12,014 shares; 2025Q3: 12,119 shares; 2025Q4: 14,541 shares; 2026Q1: 13,140 shares; 2026Q2: 12,810 shares 12,810 $5.09M 1.8% -330 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,811 shares; 2024Q4: 39,344 shares; 2025Q1: 39,002 shares; 2025Q2: 39,418 shares; 2025Q3: 39,763 shares; 2025Q4: 39,721 shares; 2026Q1: 39,523 shares; 2026Q2: 37,020 shares 37,020 $5.06M 1.79% -2,503 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,904 shares; 2024Q4: 88,386 shares; 2025Q1: 89,536 shares; 2025Q2: 88,733 shares; 2025Q3: 87,079 shares; 2025Q4: 87,393 shares; 2026Q1: 88,311 shares; 2026Q2: 80,565 shares 80,565 $4.81M 1.7% -7,746 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,676 shares; 2026Q1: 16,024 shares; 2026Q2: 15,816 shares 15,816 $4.79M 1.7% -208 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,392 shares; 2024Q4: 43,977 shares; 2025Q1: 43,723 shares; 2025Q2: 43,665 shares; 2025Q3: 43,425 shares; 2025Q4: 43,668 shares; 2026Q1: 43,084 shares; 2026Q2: 39,900 shares 39,900 $4.69M 1.66% -3,184 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,870 shares; 2024Q4: 78,837 shares; 2025Q1: 80,256 shares; 2025Q2: 79,191 shares; 2025Q3: 77,808 shares; 2025Q4: 79,660 shares; 2026Q1: 79,171 shares; 2026Q2: 72,376 shares 72,376 $4.68M 1.66% -6,795 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: 14,312 shares; 2024Q4: 14,524 shares; 2025Q1: 15,153 shares; 2025Q2: 15,032 shares; 2025Q3: 14,499 shares; 2025Q4: 17,142 shares; 2026Q1: 12,970 shares; 2026Q2: 16,493 shares 16,493 $4.19M 1.48% +3,523 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,343 shares; 2024Q4: 23,106 shares; 2025Q1: 22,768 shares; 2025Q2: 22,702 shares; 2025Q3: 22,530 shares; 2025Q4: 22,727 shares; 2026Q1: 23,244 shares; 2026Q2: 21,580 shares 21,580 $3.85M 1.37% -1,664 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,749 shares; 2024Q4: 2,749 shares; 2025Q1: 2,821 shares; 2025Q2: 7,430 shares; 2025Q3: 8,351 shares; 2025Q4: 8,600 shares; 2026Q1: 9,968 shares; 2026Q2: 9,900 shares 9,900 $3.7M 1.31% -68 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 226,404 shares; 2025Q4: 183,943 shares; 2026Q1: 173,197 shares; 2026Q2: 139,172 shares 139,172 $3.68M 1.3% -34,025 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: 3,530 shares; 2025Q1: 3,719 shares; 2025Q2: 3,607 shares; 2025Q3: 3,469 shares; 2025Q4: 4,155 shares; 2026Q1: 3,886 shares; 2026Q2: 3,706 shares 3,706 $3.56M 1.26% -180 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: 16,733 shares; 2024Q4: 16,524 shares; 2025Q1: 17,051 shares; 2025Q2: 17,340 shares; 2025Q3: 18,712 shares; 2025Q4: 20,619 shares; 2026Q1: 21,894 shares; 2026Q2: 15,802 shares 15,802 $3.44M 1.22% -6,092 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: 26,557 shares; 2024Q4: 28,142 shares; 2025Q1: 28,778 shares; 2025Q2: 29,131 shares; 2025Q3: 28,087 shares; 2025Q4: 27,574 shares; 2026Q1: 26,046 shares; 2026Q2: 28,627 shares 28,627 $3.36M 1.19% +2,581 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,794 shares; 2024Q4: 58,840 shares; 2025Q1: 63,063 shares; 2025Q2: 51,147 shares; 2025Q3: 51,892 shares; 2025Q4: 102,050 shares; 2026Q1: 108,814 shares; 2026Q2: 116,580 shares 116,580 $3.24M 1.15% +7,766 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: 5,690 shares; 2024Q4: 5,448 shares; 2025Q1: 5,652 shares; 2025Q2: 5,836 shares; 2025Q3: 6,065 shares; 2025Q4: 6,655 shares; 2026Q1: 7,406 shares; 2026Q2: 32,631 shares 32,631 $2.81M 1% +25,225 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: 21,097 shares; 2024Q4: 83,736 shares; 2025Q1: 95,359 shares; 2025Q2: 108,017 shares; 2025Q3: 115,769 shares; 2025Q4: 125,571 shares; 2026Q1: 87,667 shares; 2026Q2: 86,377 shares 86,377 $2.74M 0.97% -1,290 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,831 shares; 2024Q4: 5,012 shares; 2025Q1: 5,130 shares; 2025Q2: 5,163 shares; 2025Q3: 5,365 shares; 2025Q4: 5,476 shares; 2026Q1: 5,771 shares; 2026Q2: 5,162 shares 5,162 $2.68M 0.95% -609 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: 14,149 shares; 2024Q4: 14,238 shares; 2025Q1: 15,186 shares; 2025Q2: 15,383 shares; 2025Q3: 15,267 shares; 2025Q4: 10,231 shares; 2026Q1: 11,864 shares; 2026Q2: 15,777 shares 15,777 $2.62M 0.93% +3,913 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448 shares; 2024Q4: 1,467 shares; 2025Q1: 1,520 shares; 2025Q2: 1,641 shares; 2025Q3: 1,661 shares; 2025Q4: 1,219 shares; 2026Q1: 1,278 shares; 2026Q2: 1,832 shares 1,832 $2.49M 0.88% +554 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: 8,683 shares; 2024Q4: 8,132 shares; 2025Q1: 8,009 shares; 2025Q2: 7,889 shares; 2025Q3: 8,036 shares; 2025Q4: 7,929 shares; 2026Q1: 8,364 shares; 2026Q2: 8,673 shares 8,673 $2.44M 0.86% +309 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: 11,080 shares; 2024Q4: 11,600 shares; 2025Q1: 11,908 shares; 2025Q2: 11,740 shares; 2025Q3: 11,725 shares; 2025Q4: 11,647 shares; 2026Q1: 11,659 shares; 2026Q2: 11,052 shares 11,052 $2.35M 0.83% -607 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: 17,759 shares; 2024Q4: 16,820 shares; 2025Q1: 19,372 shares; 2025Q2: 19,214 shares; 2025Q3: 19,403 shares; 2025Q4: 19,215 shares; 2026Q1: 16,728 shares; 2026Q2: 20,208 shares 20,208 $2.29M 0.81% +3,480 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 1,110 shares; 2025Q1: 1,201 shares; 2025Q2: 1,360 shares; 2025Q3: 1,272 shares; 2025Q4: 1,110 shares; 2026Q1: 1,096 shares; 2026Q2: 1,102 shares 1,102 $2.19M 0.78% +6 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: 6,562 shares; 2024Q4: 7,016 shares; 2025Q1: 7,135 shares; 2025Q2: 7,402 shares; 2025Q3: 7,346 shares; 2025Q4: 6,527 shares; 2026Q1: 6,342 shares; 2026Q2: 5,715 shares 5,715 $2.07M 0.73% -627 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: 9,459 shares; 2024Q4: 10,505 shares; 2025Q1: 10,039 shares; 2025Q2: 9,675 shares; 2025Q3: 9,753 shares; 2025Q4: 3,724 shares; 2026Q1: 2,875 shares; 2026Q2: 2,797 shares 2,797 $2.06M 0.73% -78 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: 5,511 shares; 2024Q4: 5,838 shares; 2025Q1: 6,363 shares; 2025Q2: 6,436 shares; 2025Q3: 6,425 shares; 2025Q4: 6,562 shares; 2026Q1: 6,412 shares; 2026Q2: 5,590 shares 5,590 $2.06M 0.73% -822 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,663 shares; 2024Q4: 6,683 shares; 2025Q1: 7,382 shares; 2025Q2: 7,284 shares; 2025Q3: 7,225 shares; 2025Q4: 8,682 shares; 2026Q1: 8,628 shares; 2026Q2: 7,013 shares 7,013 $2.04M 0.72% -1,615 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: 14,264 shares; 2024Q4: 14,137 shares; 2025Q1: 15,302 shares; 2025Q2: 15,351 shares; 2025Q3: 15,362 shares; 2025Q4: 10,964 shares; 2026Q1: 10,095 shares; 2026Q2: 9,194 shares 9,194 $2.03M 0.72% -901 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: 20,333 shares; 2024Q4: 23,872 shares; 2025Q1: 23,278 shares; 2025Q2: 22,891 shares; 2025Q3: 21,959 shares; 2025Q4: 21,418 shares; 2026Q1: 19,915 shares; 2026Q2: 22,912 shares 22,912 $2.01M 0.71% +2,997 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,232 shares; 2024Q4: 29,029 shares; 2025Q1: 28,727 shares; 2025Q2: 29,039 shares; 2025Q3: 30,256 shares; 2025Q4: 27,976 shares; 2026Q1: 28,267 shares; 2026Q2: 24,909 shares 24,909 $1.99M 0.71% -3,358 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: 18,348 shares; 2024Q4: 18,348 shares; 2025Q1: 18,895 shares; 2025Q2: 18,973 shares; 2025Q3: 20,203 shares; 2025Q4: 21,570 shares; 2026Q1: 23,613 shares; 2026Q2: 20,528 shares 20,528 $1.98M 0.7% -3,085 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,530 shares; 2024Q4: 6,296 shares; 2025Q1: 6,974 shares; 2025Q2: 6,937 shares; 2025Q3: 6,720 shares; 2025Q4: 6,400 shares; 2026Q1: 6,423 shares; 2026Q2: 5,295 shares 5,295 $1.88M 0.66% -1,128 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: 5,201 shares; 2024Q4: 5,202 shares; 2025Q1: 5,189 shares; 2025Q2: 5,195 shares; 2025Q3: 5,189 shares; 2025Q4: 5,198 shares; 2026Q1: 5,211 shares; 2026Q2: 5,003 shares 5,003 $1.85M 0.66% -208 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: 2,342 shares; 2024Q4: 2,193 shares; 2025Q1: 2,605 shares; 2025Q2: 2,586 shares; 2025Q3: 2,549 shares; 2025Q4: 2,047 shares; 2026Q1: 1,905 shares; 2026Q2: 1,970 shares 1,970 $1.84M 0.65% +65 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: 10,014 shares; 2024Q4: 10,050 shares; 2025Q1: 9,654 shares; 2025Q2: 9,520 shares; 2025Q3: 9,611 shares; 2025Q4: 10,952 shares; 2026Q1: 11,241 shares; 2026Q2: 11,805 shares 11,805 $1.73M 0.61% +564 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: 1,776 shares; 2024Q4: 2,136 shares; 2025Q1: 1,836 shares; 2025Q2: 1,841 shares; 2025Q3: 1,893 shares; 2025Q4: 1,833 shares; 2026Q1: 2,118 shares; 2026Q2: 7,234 shares 7,234 $1.72M 0.61% +5,116 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: 10,781 shares; 2024Q4: 12,645 shares; 2025Q1: 13,878 shares; 2025Q2: 13,617 shares; 2025Q3: 13,586 shares; 2025Q4: 13,322 shares; 2026Q1: 14,367 shares; 2026Q2: 11,872 shares 11,872 $1.7M 0.6% -2,495 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: 4,562 shares; 2024Q4: 4,300 shares; 2025Q1: 3,957 shares; 2025Q2: 4,941 shares; 2025Q3: 3,992 shares; 2025Q4: 3,396 shares; 2026Q1: 3,440 shares; 2026Q2: 3,468 shares 3,468 $1.66M 0.59% +28 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,052 shares; 2024Q4: 3,264 shares; 2025Q1: 3,768 shares; 2025Q2: 3,594 shares; 2025Q3: 4,016 shares; 2025Q4: 2,744 shares; 2026Q1: 3,700 shares; 2026Q2: 4,063 shares 4,063 $1.65M 0.59% +363 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,089 shares; 2024Q4: 19,180 shares; 2025Q1: 18,875 shares; 2025Q2: 19,045 shares; 2025Q3: 19,060 shares; 2025Q4: 19,005 shares; 2026Q1: 22,211 shares; 2026Q2: 13,507 shares 13,507 $1.58M 0.56% -8,704 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,169 shares; 2024Q4: 6,475 shares; 2025Q1: 6,775 shares; 2025Q2: 6,853 shares; 2025Q3: 6,767 shares; 2025Q4: 6,703 shares; 2026Q1: 6,556 shares; 2026Q2: 6,149 shares 6,149 $1.57M 0.56% -407 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: 6,870 shares; 2024Q4: 6,789 shares; 2025Q1: 7,460 shares; 2025Q2: 7,235 shares; 2025Q3: 7,384 shares; 2025Q4: 4,782 shares; 2026Q1: 4,446 shares; 2026Q2: 4,593 shares 4,593 $1.57M 0.55% +147 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: 29,912 shares; 2024Q4: 30,787 shares; 2025Q1: 31,495 shares; 2025Q2: 32,609 shares; 2025Q3: 29,481 shares; 2025Q4: 30,510 shares; 2026Q1: 30,563 shares; 2026Q2: 26,434 shares 26,434 $1.49M 0.53% -4,129 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,065 shares; 2024Q4: 12,878 shares; 2025Q1: 12,636 shares; 2025Q2: 12,404 shares; 2025Q3: 11,704 shares; 2025Q4: 11,282 shares; 2026Q1: 10,737 shares; 2026Q2: 10,499 shares 10,499 $1.47M 0.52% -238 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,530 shares; 2024Q4: 63,667 shares; 2025Q1: 65,470 shares; 2025Q2: 64,668 shares; 2025Q3: 67,833 shares; 2025Q4: 70,750 shares; 2026Q1: 69,715 shares; 2026Q2: 55,042 shares 55,042 $1.47M 0.52% -14,673 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: 8,683 shares; 2024Q4: 8,584 shares; 2025Q1: 8,799 shares; 2025Q2: 6,208 shares; 2025Q3: 6,212 shares; 2025Q4: 5,198 shares; 2026Q1: 4,822 shares; 2026Q2: 5,428 shares 5,428 $1.47M 0.52% +606 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: 511 shares; 2024Q4: 546 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 3,758 shares; 2025Q4: 4,213 shares; 2026Q1: 3,496 shares; 2026Q2: 2,567 shares 2,567 $1.45M 0.51% -929 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,104 shares; 2024Q4: 6,984 shares; 2025Q1: 7,709 shares; 2025Q2: 7,875 shares; 2025Q3: 8,242 shares; 2025Q4: 9,100 shares; 2026Q1: 9,627 shares; 2026Q2: 7,148 shares 7,148 $1.41M 0.5% -2,479 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,903 shares; 2024Q4: 30,786 shares; 2025Q1: 23,217 shares; 2025Q2: 28,536 shares; 2025Q3: 30,361 shares; 2025Q4: 26,966 shares; 2026Q1: 28,498 shares; 2026Q2: 34,540 shares 34,540 $1.37M 0.48% +6,042 Timeline JPEM 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: 19,950 shares; 2024Q4: 20,415 shares; 2025Q1: 21,462 shares; 2025Q2: 18,843 shares; 2025Q3: 20,267 shares; 2025Q4: 30,306 shares; 2026Q1: 31,826 shares; 2026Q2: 21,438 shares 21,438 $1.35M 0.48% -10,388 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,653 shares; 2024Q4: 11,035 shares; 2025Q1: 11,285 shares; 2025Q2: 12,306 shares; 2025Q3: 12,821 shares; 2025Q4: 12,884 shares; 2026Q1: 12,662 shares; 2026Q2: 13,692 shares 13,692 $1.32M 0.47% +1,030 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,994 shares; 2024Q4: 52,093 shares; 2025Q1: 49,401 shares; 2025Q2: 75,957 shares; 2025Q3: 79,370 shares; 2025Q4: 98,575 shares; 2026Q1: 99,990 shares; 2026Q2: 68,234 shares 68,234 $1.26M 0.45% -31,756 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,446 shares; 2024Q4: 4,366 shares; 2025Q1: 4,814 shares; 2025Q2: 5,046 shares; 2025Q3: 5,407 shares; 2025Q4: 6,317 shares; 2026Q1: 6,688 shares; 2026Q2: 5,149 shares 5,149 $1.25M 0.44% -1,539 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,616 shares 3,616 $1.23M 0.44% new 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: 10,293 shares; 2024Q4: 9,290 shares; 2025Q1: 11,112 shares; 2025Q2: 11,097 shares; 2025Q3: 10,609 shares; 2025Q4: 8,369 shares; 2026Q1: 8,131 shares; 2026Q2: 9,094 shares 9,094 $1.23M 0.44% +963 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: 5,540 shares; 2024Q4: 6,035 shares; 2025Q1: 5,685 shares; 2025Q2: 5,745 shares; 2025Q3: 5,876 shares; 2025Q4: 5,951 shares; 2026Q1: 5,961 shares; 2026Q2: 6,057 shares 6,057 $1.21M 0.43% +96 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: 2,131 shares; 2024Q4: 2,271 shares; 2025Q1: 2,131 shares; 2025Q2: 2,141 shares; 2025Q3: 2,153 shares; 2025Q4: 2,061 shares; 2026Q1: 2,122 shares; 2026Q2: 2,289 shares 2,289 $1.15M 0.41% +167 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: 2,853 shares; 2024Q4: 2,734 shares; 2025Q1: 3,024 shares; 2025Q2: 3,209 shares; 2025Q3: 3,388 shares; 2025Q4: 3,940 shares; 2026Q1: 4,213 shares; 2026Q2: 3,083 shares 3,083 $1.13M 0.4% -1,130 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,625 shares; 2024Q4: 3,492 shares; 2025Q1: 3,753 shares; 2025Q2: 3,821 shares; 2025Q3: 3,965 shares; 2025Q4: 4,333 shares; 2026Q1: 4,981 shares; 2026Q2: 3,660 shares 3,660 $1.12M 0.4% -1,321 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,340 shares; 2024Q4: 11,353 shares; 2025Q1: 12,937 shares; 2025Q2: 19,459 shares; 2025Q3: 19,688 shares; 2025Q4: 25,247 shares; 2026Q1: 26,194 shares; 2026Q2: 22,359 shares 22,359 $1.08M 0.38% -3,835 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,931 shares 2,931 $1.05M 0.37% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY 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: 4,231 shares 4,231 $1.05M 0.37% new 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: 41,621 shares; 2024Q4: 42,388 shares; 2025Q1: 42,121 shares; 2025Q2: 41,869 shares; 2025Q3: 42,394 shares; 2025Q4: 46,997 shares; 2026Q1: 49,994 shares; 2026Q2: 56,152 shares 56,152 $1.04M 0.37% +6,158 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,055 shares 3,055 $1.03M 0.37% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,350 shares; 2025Q4: 29,996 shares; 2026Q1: 31,507 shares; 2026Q2: 34,269 shares 34,269 $920K 0.33% +2,762 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,621 shares; 2024Q4: 1,621 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,621 shares; 2025Q4: 2,621 shares; 2026Q1: 2,621 shares; 2026Q2: 2,627 shares 2,627 $905K 0.32% +6 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,068 shares; 2025Q4: 7,644 shares; 2026Q1: 9,600 shares; 2026Q2: 10,408 shares 10,408 $863K 0.31% +808 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,350 shares; 2026Q2: 9,080 shares 9,080 $862K 0.31% -270 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: 4,637 shares; 2024Q4: 4,601 shares; 2025Q1: 4,622 shares; 2025Q2: 4,526 shares; 2025Q3: 4,552 shares; 2025Q4: 4,494 shares; 2026Q1: 4,497 shares; 2026Q2: 4,500 shares 4,500 $854K 0.3% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,984 shares 5,984 $836K 0.3% 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: 11,953 shares; 2024Q4: 11,963 shares; 2025Q1: 11,747 shares; 2025Q2: 11,734 shares; 2025Q3: 11,759 shares; 2025Q4: 11,761 shares; 2026Q1: 11,285 shares; 2026Q2: 10,224 shares 10,224 $788K 0.28% -1,061 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,193 shares; 2024Q4: 10,350 shares; 2025Q1: 10,350 shares; 2025Q2: 10,627 shares; 2025Q3: 11,752 shares; 2025Q4: 12,086 shares; 2026Q1: 12,086 shares; 2026Q2: 11,455 shares 11,455 $781K 0.28% -631 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: 6,805 shares; 2024Q4: 7,197 shares; 2025Q1: 6,989 shares; 2025Q2: 7,204 shares; 2025Q3: 6,886 shares; 2025Q4: 6,304 shares; 2026Q1: 6,124 shares; 2026Q2: 5,201 shares 5,201 $771K 0.27% -923 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: 1,738 shares; 2024Q4: 1,573 shares; 2025Q1: 1,513 shares; 2025Q2: 1,585 shares; 2025Q3: 1,411 shares; 2025Q4: 1,404 shares; 2026Q1: 1,404 shares; 2026Q2: 1,023 shares 1,023 $764K 0.27% -381 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,621 shares; 2024Q4: 29,723 shares; 2025Q1: 28,371 shares; 2025Q2: 24,695 shares; 2025Q3: 23,506 shares; 2025Q4: 9,670 shares; 2026Q1: 8,805 shares; 2026Q2: 8,399 shares 8,399 $749K 0.27% -406 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,221 shares; 2024Q4: 5,247 shares; 2025Q1: 5,240 shares; 2025Q2: 5,243 shares; 2025Q3: 5,247 shares; 2025Q4: 5,244 shares; 2026Q1: 5,243 shares; 2026Q2: 5,229 shares 5,229 $715K 0.25% -14 Timeline PEY 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: 26,087 shares; 2024Q4: 27,599 shares; 2025Q1: 27,162 shares; 2025Q2: 26,799 shares; 2025Q3: 29,845 shares; 2025Q4: 30,815 shares; 2026Q1: 31,755 shares; 2026Q2: 30,660 shares 30,660 $711K 0.25% -1,095 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,442 shares; 2024Q4: 7,710 shares; 2025Q1: 7,834 shares; 2025Q2: 6,681 shares; 2025Q3: 6,661 shares; 2025Q4: 7,148 shares; 2026Q1: 6,467 shares; 2026Q2: 7,055 shares 7,055 $706K 0.25% +588 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,789 shares; 2024Q4: 7,629 shares; 2025Q1: 7,629 shares; 2025Q2: 7,670 shares; 2025Q3: 8,470 shares; 2025Q4: 9,307 shares; 2026Q1: 9,267 shares; 2026Q2: 8,824 shares 8,824 $666K 0.24% -443 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: 686 shares; 2025Q1: 686 shares; 2025Q2: 700 shares; 2025Q3: 703 shares; 2025Q4: 700 shares; 2026Q1: 663 shares; 2026Q2: 563 shares 563 $661K 0.23% -100 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: 16,468 shares; 2024Q4: 6,575 shares; 2025Q1: 5,299 shares; 2025Q2: 5,246 shares; 2025Q3: 5,708 shares; 2025Q4: 5,860 shares; 2026Q1: 5,953 shares; 2026Q2: 6,618 shares 6,618 $655K 0.23% +665 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 2,861 shares; 2025Q1: 2,523 shares; 2025Q2: 2,336 shares; 2025Q3: 2,400 shares; 2025Q4: 2,947 shares; 2026Q1: 3,978 shares; 2026Q2: 4,154 shares 4,154 $640K 0.23% +176 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,057 shares; 2024Q4: 19,055 shares; 2025Q1: 21,991 shares; 2025Q2: 20,753 shares; 2025Q3: 19,127 shares; 2025Q4: 18,011 shares; 2026Q1: 18,462 shares; 2026Q2: 20,959 shares 20,959 $604K 0.21% +2,497 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,386 shares; 2024Q4: 9,545 shares; 2025Q1: 10,358 shares; 2025Q2: 9,821 shares; 2025Q3: 11,008 shares; 2025Q4: 10,610 shares; 2026Q1: 13,310 shares; 2026Q2: 14,026 shares 14,026 $598K 0.21% +716 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,764 shares; 2026Q2: 3,070 shares 3,070 $582K 0.21% +306 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,923 shares; 2024Q4: 40,034 shares; 2025Q1: 36,604 shares; 2025Q2: 31,949 shares; 2025Q3: 25,487 shares; 2025Q4: 23,936 shares; 2026Q1: 28,295 shares; 2026Q2: 28,433 shares 28,433 $570K 0.2% +138 Timeline EOG EOG RES INC More: the full row for EOG RES 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: 4,391 shares 4,391 $570K 0.2% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,077 shares; 2024Q4: 8,338 shares; 2025Q1: 9,392 shares; 2025Q2: 9,164 shares; 2025Q3: 9,107 shares; 2025Q4: 9,199 shares; 2026Q1: 8,238 shares; 2026Q2: 7,729 shares 7,729 $560K 0.2% -509 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: 19,843 shares; 2024Q4: 19,395 shares; 2025Q1: 20,747 shares; 2025Q2: 20,365 shares; 2025Q3: 19,779 shares; 2025Q4: 23,112 shares; 2026Q1: 23,295 shares; 2026Q2: 5,935 shares 5,935 $539K 0.19% -17,360 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,236 shares; 2024Q4: 4,102 shares; 2025Q1: 5,141 shares; 2025Q2: 5,490 shares; 2025Q3: 5,497 shares; 2025Q4: 5,854 shares; 2026Q1: 6,568 shares; 2026Q2: 6,744 shares 6,744 $534K 0.19% +176 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: 6,469 shares; 2024Q4: 6,770 shares; 2025Q1: 6,929 shares; 2025Q2: 6,929 shares; 2025Q3: 6,966 shares; 2025Q4: 6,934 shares; 2026Q1: 6,797 shares; 2026Q2: 6,542 shares 6,542 $532K 0.19% -255 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,421 shares; 2024Q4: 9,962 shares; 2025Q1: 10,336 shares; 2025Q2: 10,313 shares; 2025Q3: 7,323 shares; 2025Q4: 7,130 shares; 2026Q1: 7,057 shares; 2026Q2: 6,766 shares 6,766 $525K 0.19% -291 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,609 shares; 2024Q4: 3,609 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares; 2026Q2: 3,510 shares 3,510 $513K 0.18% 0 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: 998 shares; 2024Q4: 998 shares; 2025Q1: 1,018 shares; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018 $504K 0.18% 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: 259 shares; 2024Q4: 480 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 359 shares; 2025Q4: 419 shares; 2026Q1: 417 shares; 2026Q2: 408 shares 408 $489K 0.17% -9 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,603 shares; 2024Q4: 9,603 shares; 2025Q1: 9,307 shares; 2025Q2: 9,382 shares; 2025Q3: 9,450 shares; 2025Q4: 9,533 shares; 2026Q1: 9,744 shares; 2026Q2: 7,189 shares 7,189 $447K 0.16% -2,555 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: 7,353 shares; 2024Q4: 7,045 shares; 2025Q1: 7,766 shares; 2025Q2: 7,008 shares; 2025Q3: 6,998 shares; 2025Q4: 7,008 shares; 2026Q1: 6,549 shares; 2026Q2: 5,893 shares 5,893 $447K 0.16% -656 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,843 shares; 2024Q4: 5,843 shares; 2025Q1: 5,843 shares; 2025Q2: 5,886 shares; 2025Q3: 4,447 shares; 2025Q4: 4,447 shares; 2026Q1: 5,247 shares; 2026Q2: 5,247 shares 5,247 $439K 0.16% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,088 shares 5,088 $415K 0.15% new 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: 2,120 shares; 2024Q4: 2,598 shares; 2025Q1: 2,626 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 2,626 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $405K 0.14% 0 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: 743 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 942 shares; 2026Q2: 942 shares 942 $401K 0.14% 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: 2,130 shares; 2024Q4: 2,038 shares; 2025Q1: 2,037 shares; 2025Q2: 2,033 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares; 2026Q1: 1,848 shares; 2026Q2: 1,848 shares 1,848 $386K 0.14% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,843 shares; 2024Q4: 3,459 shares; 2025Q1: 3,105 shares; 2025Q2: 3,103 shares; 2025Q3: 3,103 shares; 2025Q4: 3,103 shares; 2026Q1: 2,895 shares; 2026Q2: 2,825 shares 2,825 $386K 0.14% -70 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: 2,398 shares; 2024Q4: 2,479 shares; 2025Q1: 2,463 shares; 2025Q2: 2,463 shares; 2025Q3: 2,478 shares; 2025Q4: 2,478 shares; 2026Q1: 2,163 shares; 2026Q2: 2,093 shares 2,093 $379K 0.13% -70 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 1,178 shares; 2026Q2: 1,082 shares 1,082 $372K 0.13% -96 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,511 shares; 2024Q4: 3,915 shares; 2025Q1: 3,892 shares; 2025Q2: 3,536 shares; 2025Q3: 3,282 shares; 2025Q4: 3,164 shares; 2026Q1: 2,854 shares; 2026Q2: 2,845 shares 2,845 $366K 0.13% -9 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: 2,577 shares; 2024Q4: 3,164 shares; 2025Q1: 3,163 shares; 2025Q2: 3,163 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 2,813 shares; 2026Q2: 2,811 shares 2,811 $356K 0.13% -2 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: 935 shares; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,024 shares; 2025Q3: 1,024 shares; 2025Q4: 2,050 shares; 2026Q1: 2,148 shares; 2026Q2: 1,809 shares 1,809 $345K 0.12% -339 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 3,720 shares 3,720 $341K 0.12% -280 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $333K 0.12% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,463 shares; 2024Q4: 3,473 shares; 2025Q1: 2,252 shares; 2025Q2: 2,259 shares; 2025Q3: 2,027 shares; 2025Q4: 1,995 shares; 2026Q1: 1,957 shares; 2026Q2: 1,933 shares 1,933 $327K 0.12% -24 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: 1,086 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,049 shares; 2026Q2: 1,072 shares 1,072 $325K 0.12% +23 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,708 shares; 2025Q1: 3,838 shares; 2025Q2: 3,838 shares; 2025Q3: 3,838 shares; 2025Q4: 3,838 shares; 2026Q1: 4,091 shares; 2026Q2: 4,091 shares 4,091 $312K 0.11% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,388 shares; 2024Q4: 2,388 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $311K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: not reported; 2026Q2: 853 shares 853 $301K 0.11% new 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: 1,509 shares; 2024Q4: 1,815 shares; 2025Q1: 1,449 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 1,180 shares; 2026Q2: 1,180 shares 1,180 $297K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $289K 0.1% new 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: 4,868 shares; 2025Q1: 4,878 shares; 2025Q2: 5,172 shares; 2025Q3: 5,441 shares; 2025Q4: 5,348 shares; 2026Q1: 5,372 shares; 2026Q2: 5,054 shares 5,054 $288K 0.1% -318 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,542 shares; 2024Q4: 3,572 shares; 2025Q1: not reported; 2025Q2: 2,425 shares; 2025Q3: 2,492 shares; 2025Q4: 2,535 shares; 2026Q1: 2,646 shares; 2026Q2: 2,762 shares 2,762 $287K 0.1% +116 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $285K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265 shares 265 $282K 0.1% new 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: 992 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 992 shares; 2026Q2: 992 shares 992 $270K 0.1% 0 Timeline VLUE 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: 1,481 shares; 2026Q1: 1,481 shares; 2026Q2: 1,342 shares 1,342 $268K 0.09% -139 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 1,887 shares; 2025Q4: 1,878 shares; 2026Q1: 1,970 shares; 2026Q2: 1,809 shares 1,809 $262K 0.09% -161 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,433 shares; 2024Q4: 3,433 shares; 2025Q1: 3,433 shares; 2025Q2: 3,433 shares; 2025Q3: 3,433 shares; 2025Q4: not reported; 2026Q1: 3,433 shares; 2026Q2: 3,418 shares 3,418 $251K 0.09% -15 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,378 shares; 2024Q4: 5,524 shares; 2025Q1: 5,498 shares; 2025Q2: 5,633 shares; 2025Q3: 5,592 shares; 2025Q4: 5,440 shares; 2026Q1: 5,470 shares; 2026Q2: 4,870 shares 4,870 $246K 0.09% -600 Timeline FUTY 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: 4,960 shares; 2024Q4: 4,960 shares; 2025Q1: 4,960 shares; 2025Q2: 4,960 shares; 2025Q3: 4,960 shares; 2025Q4: 4,949 shares; 2026Q1: 4,800 shares; 2026Q2: 4,160 shares 4,160 $243K 0.09% -640 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 484 shares; 2026Q2: 340 shares 340 $234K 0.08% -144 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 364 shares 364 $211K 0.07% 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: not reported; 2024Q4: 918 shares; 2025Q1: 697 shares; 2025Q2: 691 shares; 2025Q3: 552 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 611 shares 611 $210K 0.07% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,410 shares; 2025Q2: 3,410 shares; 2025Q3: 3,410 shares; 2025Q4: not reported; 2026Q1: 2,910 shares; 2026Q2: 2,910 shares 2,910 $209K 0.07% 0 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: 11,050 shares; 2024Q4: 10,193 shares; 2025Q1: 10,190 shares; 2025Q2: 10,005 shares; 2025Q3: 9,052 shares; 2025Q4: 9,277 shares; 2026Q1: 8,652 shares; 2026Q2: 8,652 shares 8,652 $208K 0.07% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,485 shares; 2024Q4: 23,887 shares; 2025Q1: 25,902 shares; 2025Q2: 25,716 shares; 2025Q3: 3,625 shares; 2025Q4: 2,909 shares; 2026Q1: 2,098 shares; 2026Q2: 1,767 shares 1,767 $207K 0.07% -331 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,280 shares; 2024Q4: not reported; 2025Q1: 2,280 shares; 2025Q2: 2,275 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $203K 0.07% 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: 3,029 shares; 2024Q4: 3,301 shares; 2025Q1: 3,507 shares; 2025Q2: 3,774 shares; 2025Q3: 3,644 shares; 2025Q4: 3,726 shares; 2026Q1: 3,683 shares; 2026Q2: 817 shares 817 $198K 0.07% -2,866 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,900 shares 2,900 $198K 0.07% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $193K 0.07% new Timeline