IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,415 shares; 2024Q4: 32,248 shares; 2025Q1: 30,409 shares; 2025Q2: 29,624 shares; 2025Q3: 29,431 shares; 2025Q4: 31,827 shares; 2026Q1: 29,067 shares; 2026Q2: 28,863 shares 28,863 $21.6M 4.78% -204 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: 53,298 shares; 2024Q4: 52,830 shares; 2025Q1: 52,679 shares; 2025Q2: 52,113 shares; 2025Q3: 50,830 shares; 2025Q4: 45,649 shares; 2026Q1: 44,116 shares; 2026Q2: 43,406 shares 43,406 $15.5M 3.43% -710 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: 149,758 shares; 2024Q4: 149,174 shares; 2025Q1: 146,894 shares; 2025Q2: 145,129 shares; 2025Q3: 144,705 shares; 2025Q4: 126,315 shares; 2026Q1: 125,527 shares; 2026Q2: 123,742 shares 123,742 $14.5M 3.21% -1,785 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: 58,101 shares; 2024Q4: 57,665 shares; 2025Q1: 57,146 shares; 2025Q2: 57,443 shares; 2025Q3: 58,139 shares; 2025Q4: 53,583 shares; 2026Q1: 49,674 shares; 2026Q2: 49,123 shares 49,123 $14.2M 3.14% -551 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: 42,351 shares; 2024Q4: 42,135 shares; 2025Q1: 42,224 shares; 2025Q2: 41,500 shares; 2025Q3: 41,547 shares; 2025Q4: 39,185 shares; 2026Q1: 36,860 shares; 2026Q2: 36,953 shares 36,953 $13.8M 3.05% +93 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: 136,751 shares; 2024Q4: 133,902 shares; 2025Q1: 131,354 shares; 2025Q2: 129,461 shares; 2025Q3: 128,921 shares; 2025Q4: 112,494 shares; 2026Q1: 110,124 shares; 2026Q2: 107,734 shares 107,734 $12.2M 2.7% -2,390 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: 52,498 shares; 2024Q4: 52,396 shares; 2025Q1: 51,118 shares; 2025Q2: 51,286 shares; 2025Q3: 51,138 shares; 2025Q4: 48,688 shares; 2026Q1: 48,353 shares; 2026Q2: 48,129 shares 48,129 $12.1M 2.68% -224 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: 74,785 shares; 2024Q4: 73,873 shares; 2025Q1: 73,951 shares; 2025Q2: 76,260 shares; 2025Q3: 76,138 shares; 2025Q4: 76,018 shares; 2026Q1: 75,727 shares; 2026Q2: 75,300 shares 75,300 $11.2M 2.47% -427 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: 37,133 shares; 2024Q4: 36,911 shares; 2025Q1: 35,631 shares; 2025Q2: 35,089 shares; 2025Q3: 34,535 shares; 2025Q4: 33,056 shares; 2026Q1: 32,364 shares; 2026Q2: 32,195 shares 32,195 $10.5M 2.33% -169 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,565 shares; 2024Q4: 108,370 shares; 2025Q1: 107,392 shares; 2025Q2: 211,802 shares; 2025Q3: 209,717 shares; 2025Q4: 202,870 shares; 2026Q1: 201,370 shares; 2026Q2: 199,875 shares 199,875 $9.6M 2.12% -1,495 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: 93,776 shares; 2024Q4: 92,110 shares; 2025Q1: 89,037 shares; 2025Q2: 86,689 shares; 2025Q3: 84,262 shares; 2025Q4: 64,824 shares; 2026Q1: 64,639 shares; 2026Q2: 63,884 shares 63,884 $9.24M 2.04% -755 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: 20,094 shares; 2024Q4: 19,867 shares; 2025Q1: 19,292 shares; 2025Q2: 18,995 shares; 2025Q3: 19,006 shares; 2025Q4: 18,105 shares; 2026Q1: 17,672 shares; 2026Q2: 17,366 shares 17,366 $8.69M 1.92% -306 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,750 shares; 2024Q4: 21,590 shares; 2025Q1: 21,070 shares; 2025Q2: 20,516 shares; 2025Q3: 20,427 shares; 2025Q4: 19,113 shares; 2026Q1: 16,753 shares; 2026Q2: 16,607 shares 16,607 $8.53M 1.88% -146 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: 63,040 shares; 2024Q4: 64,786 shares; 2025Q1: 63,596 shares; 2025Q2: 67,625 shares; 2025Q3: 67,615 shares; 2025Q4: 65,994 shares; 2026Q1: 66,572 shares; 2026Q2: 65,845 shares 65,845 $8.46M 1.87% -727 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,914 shares; 2024Q4: 105,233 shares; 2025Q1: 105,778 shares; 2025Q2: 107,177 shares; 2025Q3: 107,002 shares; 2025Q4: 103,882 shares; 2026Q1: 103,306 shares; 2026Q2: 100,742 shares 100,742 $8.35M 1.84% -2,564 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: 16,222 shares; 2024Q4: 16,195 shares; 2025Q1: 15,972 shares; 2025Q2: 15,924 shares; 2025Q3: 15,942 shares; 2025Q4: 15,330 shares; 2026Q1: 15,768 shares; 2026Q2: 15,624 shares 15,624 $8.11M 1.79% -144 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: 35,228 shares; 2024Q4: 35,140 shares; 2025Q1: 34,615 shares; 2025Q2: 34,875 shares; 2025Q3: 35,772 shares; 2025Q4: 33,539 shares; 2026Q1: 33,584 shares; 2026Q2: 33,369 shares 33,369 $7.95M 1.76% -215 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: 11,100 shares; 2024Q4: 11,020 shares; 2025Q1: 39,480 shares; 2025Q2: 39,380 shares; 2025Q3: 40,349 shares; 2025Q4: 39,188 shares; 2026Q1: 39,045 shares; 2026Q2: 38,473 shares 38,473 $7.7M 1.7% -572 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: 52,414 shares; 2024Q4: 52,704 shares; 2025Q1: 53,412 shares; 2025Q2: 54,774 shares; 2025Q3: 56,221 shares; 2025Q4: 57,036 shares; 2026Q1: 53,185 shares; 2026Q2: 52,945 shares 52,945 $7.24M 1.6% -240 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,859 shares; 2024Q4: 18,791 shares; 2025Q1: 18,461 shares; 2025Q2: 18,967 shares; 2025Q3: 18,942 shares; 2025Q4: 18,124 shares; 2026Q1: 17,954 shares; 2026Q2: 17,731 shares 17,731 $7.13M 1.58% -223 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: 44,407 shares; 2024Q4: 44,859 shares; 2025Q1: 44,422 shares; 2025Q2: 44,977 shares; 2025Q3: 49,426 shares; 2025Q4: 47,170 shares; 2026Q1: 46,797 shares; 2026Q2: 46,908 shares 46,908 $6.88M 1.52% +111 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,406 shares; 2024Q4: 65,862 shares; 2025Q1: 65,517 shares; 2025Q2: 64,952 shares; 2025Q3: 64,674 shares; 2025Q4: 57,645 shares; 2026Q1: 56,127 shares; 2026Q2: 57,009 shares 57,009 $6.74M 1.49% +882 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: 67,485 shares; 2024Q4: 69,100 shares; 2025Q1: 69,129 shares; 2025Q2: 70,670 shares; 2025Q3: 70,584 shares; 2025Q4: 69,782 shares; 2026Q1: 69,552 shares; 2026Q2: 68,567 shares 68,567 $6.62M 1.46% -985 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,998 shares; 2024Q4: 40,673 shares; 2025Q1: 40,238 shares; 2025Q2: 42,522 shares; 2025Q3: 42,392 shares; 2025Q4: 40,817 shares; 2026Q1: 40,290 shares; 2026Q2: 40,067 shares 40,067 $6.53M 1.44% -223 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,369 shares; 2024Q4: 25,497 shares; 2025Q1: 24,525 shares; 2025Q2: 24,221 shares; 2025Q3: 24,142 shares; 2025Q4: 23,544 shares; 2026Q1: 23,309 shares; 2026Q2: 23,271 shares 23,271 $6.52M 1.44% -38 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: 25,476 shares; 2024Q4: 25,393 shares; 2025Q1: 25,031 shares; 2025Q2: 25,148 shares; 2025Q3: 25,020 shares; 2025Q4: 24,173 shares; 2026Q1: 24,103 shares; 2026Q2: 24,010 shares 24,010 $6.49M 1.43% -93 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,899 shares; 2024Q4: 74,722 shares; 2025Q1: 74,778 shares; 2025Q2: 76,923 shares; 2025Q3: 77,021 shares; 2025Q4: 74,611 shares; 2026Q1: 73,976 shares; 2026Q2: 73,786 shares 73,786 $6.48M 1.43% -190 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: 79,310 shares; 2024Q4: 79,000 shares; 2025Q1: 77,627 shares; 2025Q2: 75,979 shares; 2025Q3: 77,743 shares; 2025Q4: 74,630 shares; 2026Q1: 74,107 shares; 2026Q2: 73,647 shares 73,647 $5.99M 1.32% -460 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,188 shares; 2024Q4: 4,188 shares; 2025Q1: 4,188 shares; 2025Q2: 4,188 shares; 2025Q3: 4,188 shares; 2025Q4: 4,148 shares; 2026Q1: 4,833 shares; 2026Q2: 4,833 shares 4,833 $5.8M 1.28% 0 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: 46,400 shares; 2024Q4: 46,242 shares; 2025Q1: 44,807 shares; 2025Q2: 45,760 shares; 2025Q3: 45,537 shares; 2025Q4: 45,407 shares; 2026Q1: 45,712 shares; 2026Q2: 45,624 shares 45,624 $5.78M 1.28% -88 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,861 shares; 2024Q4: 66,810 shares; 2025Q1: 66,005 shares; 2025Q2: 68,311 shares; 2025Q3: 68,738 shares; 2025Q4: 67,561 shares; 2026Q1: 67,636 shares; 2026Q2: 68,451 shares 68,451 $5.72M 1.26% +815 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: 11,199 shares; 2024Q4: 11,271 shares; 2025Q1: 11,181 shares; 2025Q2: 11,529 shares; 2025Q3: 11,692 shares; 2025Q4: 11,299 shares; 2026Q1: 11,161 shares; 2026Q2: 11,177 shares 11,177 $5.69M 1.26% +16 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: 93,011 shares; 2024Q4: 94,541 shares; 2025Q1: 93,093 shares; 2025Q2: 98,040 shares; 2025Q3: 98,833 shares; 2025Q4: 95,058 shares; 2026Q1: 95,058 shares; 2026Q2: 93,913 shares 93,913 $5.67M 1.25% -1,145 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,051 shares; 2024Q4: 64,591 shares; 2025Q1: 63,801 shares; 2025Q2: 63,248 shares; 2025Q3: 63,926 shares; 2025Q4: 60,074 shares; 2026Q1: 60,669 shares; 2026Q2: 60,464 shares 60,464 $5.54M 1.22% -205 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,120 shares; 2024Q4: 103,320 shares; 2025Q1: 108,440 shares; 2025Q2: 121,960 shares; 2025Q3: 108,420 shares; 2025Q4: 104,020 shares; 2026Q1: 100,820 shares; 2026Q2: 99,820 shares 99,820 $5.53M 1.22% -1,000 TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,361 shares; 2024Q4: 9,368 shares; 2025Q1: 9,385 shares; 2025Q2: 10,981 shares; 2025Q3: 10,971 shares; 2025Q4: 10,579 shares; 2026Q1: 10,814 shares; 2026Q2: 10,974 shares 10,974 $5.5M 1.22% +160 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,041 shares; 2024Q4: 21,041 shares; 2025Q1: 21,008 shares; 2025Q2: 20,975 shares; 2025Q3: 20,975 shares; 2025Q4: 19,992 shares; 2026Q1: 18,497 shares; 2026Q2: 18,027 shares 18,027 $5.42M 1.2% -470 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: 63,211 shares; 2024Q4: 63,187 shares; 2025Q1: 60,137 shares; 2025Q2: 58,703 shares; 2025Q3: 59,338 shares; 2025Q4: 56,722 shares; 2026Q1: 59,677 shares; 2026Q2: 59,474 shares 59,474 $5.4M 1.19% -203 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,637 shares; 2024Q4: 179,100 shares; 2025Q1: 174,970 shares; 2025Q2: 176,580 shares; 2025Q3: 174,985 shares; 2025Q4: 166,680 shares; 2026Q1: 169,475 shares; 2026Q2: 169,260 shares 169,260 $5.35M 1.18% -215 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: 7,114 shares; 2024Q4: 7,116 shares; 2025Q1: 7,094 shares; 2025Q2: 7,095 shares; 2025Q3: 7,046 shares; 2025Q4: 7,046 shares; 2026Q1: 7,006 shares; 2026Q2: 6,971 shares 6,971 $5.21M 1.15% -35 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: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 980 shares; 2026Q2: 22,745 shares 22,745 $5.02M 1.11% +21,765 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: 34,539 shares; 2024Q4: 35,249 shares; 2025Q1: 35,398 shares; 2025Q2: 36,575 shares; 2025Q3: 35,982 shares; 2025Q4: 33,960 shares; 2026Q1: 33,750 shares; 2026Q2: 34,145 shares 34,145 $4.62M 1.02% +395 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: 102,346 shares; 2024Q4: 106,500 shares; 2025Q1: 103,655 shares; 2025Q2: 107,962 shares; 2025Q3: 108,651 shares; 2025Q4: 108,476 shares; 2026Q1: 107,994 shares; 2026Q2: 108,377 shares 108,377 $4.59M 1.01% +383 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,171 shares; 2024Q4: 47,108 shares; 2025Q1: 46,635 shares; 2025Q2: 46,480 shares; 2025Q3: 47,361 shares; 2025Q4: 46,553 shares; 2026Q1: 48,377 shares; 2026Q2: 47,627 shares 47,627 $4.58M 1.01% -750 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: 12,380 shares; 2024Q4: 12,380 shares; 2025Q1: 12,380 shares; 2025Q2: 12,380 shares; 2025Q3: 12,380 shares; 2025Q4: 12,380 shares; 2026Q1: 12,380 shares; 2026Q2: 12,380 shares 12,380 $4.58M 1.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,836 shares; 2024Q4: 41,019 shares; 2025Q1: 39,952 shares; 2025Q2: 42,743 shares; 2025Q3: 44,936 shares; 2025Q4: 39,265 shares; 2026Q1: 42,437 shares; 2026Q2: 42,352 shares 42,352 $4.55M 1.01% -85 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,719 shares; 2024Q4: 32,784 shares; 2025Q1: 33,518 shares; 2025Q2: 39,552 shares; 2025Q3: 40,173 shares; 2025Q4: 41,178 shares; 2026Q1: 41,560 shares; 2026Q2: 41,367 shares 41,367 $4.3M 0.95% -193 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 3,402 shares; 2025Q4: 3,913 shares; 2026Q1: 4,106 shares; 2026Q2: 4,068 shares 4,068 $4.24M 0.94% -38 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,315 shares; 2024Q4: 51,219 shares; 2025Q1: 48,852 shares; 2025Q2: 50,629 shares; 2025Q3: 50,779 shares; 2025Q4: 49,039 shares; 2026Q1: 50,547 shares; 2026Q2: 51,201 shares 51,201 $4.01M 0.88% +654 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: 47,941 shares; 2024Q4: 50,886 shares; 2025Q1: 49,781 shares; 2025Q2: 44,546 shares; 2025Q3: 42,696 shares; 2025Q4: 75,678 shares; 2026Q1: 74,733 shares; 2026Q2: 74,398 shares 74,398 $3.95M 0.87% -335 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: 49,738 shares; 2024Q4: 49,184 shares; 2025Q1: 48,743 shares; 2025Q2: 50,235 shares; 2025Q3: 51,051 shares; 2025Q4: 52,316 shares; 2026Q1: 50,493 shares; 2026Q2: 49,967 shares 49,967 $3.85M 0.85% -526 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,212 shares; 2024Q4: 108,227 shares; 2025Q1: 110,646 shares; 2025Q2: 113,802 shares; 2025Q3: 115,358 shares; 2025Q4: 100,079 shares; 2026Q1: 107,872 shares; 2026Q2: 104,150 shares 104,150 $3.62M 0.8% -3,722 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: 3,542 shares; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 3,542 shares; 2025Q3: 3,542 shares; 2025Q4: 3,502 shares; 2026Q1: 3,502 shares; 2026Q2: 3,382 shares 3,382 $3.6M 0.8% -120 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: 50,383 shares; 2024Q4: 50,283 shares; 2025Q1: 50,143 shares; 2025Q2: 49,863 shares; 2025Q3: 49,895 shares; 2025Q4: 46,955 shares; 2026Q1: 46,825 shares; 2026Q2: 46,825 shares 46,825 $3.54M 0.78% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,800 shares; 2024Q4: 21,300 shares; 2025Q1: 20,270 shares; 2025Q2: 20,270 shares; 2025Q3: 20,270 shares; 2025Q4: 20,270 shares; 2026Q1: 20,270 shares; 2026Q2: 20,270 shares 20,270 $3.45M 0.76% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,110 shares; 2024Q4: 51,365 shares; 2025Q1: 49,926 shares; 2025Q2: 50,261 shares; 2025Q3: 49,661 shares; 2025Q4: 47,203 shares; 2026Q1: 47,048 shares; 2026Q2: 46,043 shares 46,043 $3.35M 0.74% -1,005 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: 8,805 shares; 2024Q4: 8,805 shares; 2025Q1: 8,805 shares; 2025Q2: 8,805 shares; 2025Q3: 8,805 shares; 2025Q4: 8,805 shares; 2026Q1: 8,805 shares; 2026Q2: 8,805 shares 8,805 $3.11M 0.69% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,578 shares; 2024Q4: 133,423 shares; 2025Q1: 134,174 shares; 2025Q2: 137,616 shares; 2025Q3: 139,867 shares; 2025Q4: 96,971 shares; 2026Q1: 122,976 shares; 2026Q2: 125,131 shares 125,131 $3.07M 0.68% +2,155 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,609 shares; 2024Q4: 8,066 shares; 2025Q1: 11,874 shares; 2025Q2: 11,938 shares; 2025Q3: 12,669 shares; 2025Q4: 10,290 shares; 2026Q1: 13,729 shares; 2026Q2: 13,584 shares 13,584 $2.78M 0.62% -145 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: 33,385 shares; 2024Q4: 33,135 shares; 2025Q1: 32,269 shares; 2025Q2: 31,784 shares; 2025Q3: 31,777 shares; 2025Q4: 31,992 shares; 2026Q1: 32,126 shares; 2026Q2: 31,823 shares 31,823 $2.54M 0.56% -303 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: 10,619 shares; 2024Q4: 10,269 shares; 2025Q1: 10,191 shares; 2025Q2: 9,993 shares; 2025Q3: 9,993 shares; 2025Q4: 8,405 shares; 2026Q1: 8,360 shares; 2026Q2: 8,343 shares 8,343 $2.53M 0.56% -17 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: 9,661 shares; 2024Q4: 9,661 shares; 2025Q1: 9,661 shares; 2025Q2: 9,661 shares; 2025Q3: 9,613 shares; 2025Q4: 9,613 shares; 2026Q1: 9,613 shares; 2026Q2: 9,613 shares 9,613 $2.44M 0.54% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,800 shares; 2024Q4: 18,749 shares; 2025Q1: 18,765 shares; 2025Q2: 19,135 shares; 2025Q3: 19,854 shares; 2025Q4: 18,308 shares; 2026Q1: 17,696 shares; 2026Q2: 17,609 shares 17,609 $2.19M 0.48% -87 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: 10,155 shares; 2024Q4: 10,105 shares; 2025Q1: 9,725 shares; 2025Q2: 9,650 shares; 2025Q3: 9,615 shares; 2025Q4: 6,457 shares; 2026Q1: 5,042 shares; 2026Q2: 4,912 shares 4,912 $1.74M 0.38% -130 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS 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: 17,011 shares; 2025Q4: 17,011 shares; 2026Q1: 17,011 shares; 2026Q2: 17,011 shares 17,011 $1.42M 0.31% 0 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: 10,319 shares; 2024Q4: 10,259 shares; 2025Q1: 10,154 shares; 2025Q2: 9,899 shares; 2025Q3: 9,814 shares; 2025Q4: 9,814 shares; 2026Q1: 9,749 shares; 2026Q2: 9,639 shares 9,639 $1.41M 0.31% -110 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: 21,999 shares; 2024Q4: 21,999 shares; 2025Q1: 20,994 shares; 2025Q2: 20,216 shares; 2025Q3: 20,216 shares; 2025Q4: 20,068 shares; 2026Q1: 19,498 shares; 2026Q2: 19,498 shares 19,498 $1.39M 0.31% 0 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: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,354 shares; 2025Q3: 4,354 shares; 2025Q4: 4,354 shares; 2026Q1: 4,354 shares; 2026Q2: 4,354 shares 4,354 $1.37M 0.3% 0 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: 23,073 shares; 2024Q4: 22,503 shares; 2025Q1: 20,273 shares; 2025Q2: 18,523 shares; 2025Q3: 16,981 shares; 2025Q4: 15,681 shares; 2026Q1: 15,681 shares; 2026Q2: 15,681 shares 15,681 $1.31M 0.29% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,608 shares; 2024Q4: 8,608 shares; 2025Q1: 8,608 shares; 2025Q2: 8,520 shares; 2025Q3: 8,520 shares; 2025Q4: 7,920 shares; 2026Q1: 7,720 shares; 2026Q2: 7,720 shares 7,720 $1.28M 0.28% 0 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: 2,675 shares; 2024Q4: 2,682 shares; 2025Q1: 2,730 shares; 2025Q2: 3,091 shares; 2025Q3: 3,189 shares; 2025Q4: 6,312 shares; 2026Q1: 4,648 shares; 2026Q2: 4,705 shares 4,705 $1M 0.22% +57 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,897 shares; 2024Q4: 15,682 shares; 2025Q1: 15,665 shares; 2025Q2: 15,060 shares; 2025Q3: 13,946 shares; 2025Q4: 31,159 shares; 2026Q1: 31,532 shares; 2026Q2: 31,100 shares 31,100 $948K 0.21% -432 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: 4,433 shares; 2024Q4: 3,213 shares; 2025Q1: 3,213 shares; 2025Q2: 3,213 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares; 2026Q2: 3,260 shares 3,260 $917K 0.2% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,367 shares; 2024Q4: 3,367 shares; 2025Q1: 3,367 shares; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares; 2025Q4: 2,052 shares; 2026Q1: 1,627 shares; 2026Q2: 1,627 shares 1,627 $850K 0.19% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,147 shares; 2024Q4: 16,147 shares; 2025Q1: 15,048 shares; 2025Q2: 14,126 shares; 2025Q3: 14,126 shares; 2025Q4: 13,964 shares; 2026Q1: 13,964 shares; 2026Q2: 13,964 shares 13,964 $834K 0.18% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,590 shares; 2024Q4: 7,590 shares; 2025Q1: 7,555 shares; 2025Q2: 7,555 shares; 2025Q3: 7,555 shares; 2025Q4: 7,555 shares; 2026Q1: 7,555 shares; 2026Q2: 7,555 shares 7,555 $743K 0.16% 0 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: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $730K 0.16% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,580 shares; 2026Q1: 2,580 shares; 2026Q2: 2,580 shares 2,580 $698K 0.15% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,090 shares; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares; 2025Q4: 3,090 shares; 2026Q1: 3,090 shares; 2026Q2: 3,090 shares 3,090 $689K 0.15% 0 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: 4,394 shares; 2024Q4: 4,394 shares; 2025Q1: 4,394 shares; 2025Q2: 4,394 shares; 2025Q3: 4,394 shares; 2025Q4: 4,394 shares; 2026Q1: 4,086 shares; 2026Q2: 4,086 shares 4,086 $662K 0.15% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 817 shares; 2024Q4: 808 shares; 2025Q1: 777 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 865 shares; 2026Q2: 847 shares 847 $624K 0.14% -18 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,859 shares; 2024Q4: 19,859 shares; 2025Q1: 18,678 shares; 2025Q2: 17,008 shares; 2025Q3: 13,518 shares; 2025Q4: 12,240 shares; 2026Q1: 12,240 shares; 2026Q2: 11,696 shares 11,696 $602K 0.13% -544 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: 975 shares; 2026Q1: 795 shares; 2026Q2: 795 shares 795 $575K 0.13% 0 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: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares; 2026Q2: 3,020 shares 3,020 $558K 0.12% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,265 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares 1,265 $532K 0.12% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $520K 0.11% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,637 shares; 2024Q4: 8,449 shares; 2025Q1: 8,509 shares; 2025Q2: 7,289 shares; 2025Q3: 6,926 shares; 2025Q4: 6,956 shares; 2026Q1: 7,001 shares; 2026Q2: 7,061 shares 7,061 $491K 0.11% +60 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: 4,263 shares; 2024Q4: 4,273 shares; 2025Q1: 4,314 shares; 2025Q2: 4,706 shares; 2025Q3: 4,755 shares; 2025Q4: 4,722 shares; 2026Q1: 4,784 shares; 2026Q2: 4,628 shares 4,628 $458K 0.1% -156 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,710 shares; 2024Q4: 4,710 shares; 2025Q1: 4,710 shares; 2025Q2: 4,710 shares; 2025Q3: 4,710 shares; 2025Q4: 4,710 shares; 2026Q1: 4,710 shares; 2026Q2: 4,710 shares 4,710 $451K 0.1% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $449K 0.1% 0 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: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 1,237 shares; 2025Q4: 1,237 shares; 2026Q1: 1,237 shares; 2026Q2: 1,237 shares 1,237 $448K 0.1% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares; 2026Q2: 2,620 shares 2,620 $437K 0.1% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,936 shares; 2024Q4: 1,936 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares; 2026Q1: 1,936 shares; 2026Q2: 1,936 shares 1,936 $431K 0.1% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,660 shares; 2024Q4: 6,660 shares; 2025Q1: 6,660 shares; 2025Q2: 6,660 shares; 2025Q3: 6,660 shares; 2025Q4: 6,660 shares; 2026Q1: 6,660 shares; 2026Q2: 6,660 shares 6,660 $384K 0.08% 0 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: 2,700 shares 2,700 $377K 0.08% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,918 shares; 2025Q2: 1,918 shares; 2025Q3: 1,918 shares; 2025Q4: 1,918 shares; 2026Q1: 1,918 shares; 2026Q2: 1,918 shares 1,918 $365K 0.08% 0 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: 1,715 shares; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,630 shares; 2026Q2: 1,630 shares 1,630 $365K 0.08% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,413 shares; 2024Q4: 2,413 shares; 2025Q1: 2,413 shares; 2025Q2: 2,373 shares; 2025Q3: 2,373 shares; 2025Q4: 2,373 shares; 2026Q1: 965 shares; 2026Q2: 965 shares 965 $361K 0.08% 0 Timeline MAS MASCO CORP More: the full row for MASCO 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: 4,000 shares 4,000 $325K 0.07% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,030 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 2,955 shares; 2026Q1: 2,955 shares; 2026Q2: 2,955 shares 2,955 $324K 0.07% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,850 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 4,850 shares; 2025Q4: 4,850 shares; 2026Q1: 4,850 shares; 2026Q2: 4,850 shares 4,850 $322K 0.07% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,060 shares; 2026Q2: 1,060 shares 1,060 $316K 0.07% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768 shares; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 768 shares; 2026Q2: 768 shares 768 $314K 0.07% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: 722 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 643 shares; 2026Q2: 2,520 shares 2,520 $313K 0.07% +1,877 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: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $308K 0.07% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $303K 0.07% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $293K 0.06% 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: 15,027 shares; 2024Q4: 15,027 shares; 2025Q1: 15,027 shares; 2025Q2: 15,027 shares; 2025Q3: 15,027 shares; 2025Q4: 12,797 shares; 2026Q1: 12,009 shares; 2026Q2: 12,009 shares 12,009 $289K 0.06% 0 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: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares; 2026Q2: 770 shares 770 $273K 0.06% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 390 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $271K 0.06% 0 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $271K 0.06% 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: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,670 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares; 2026Q1: 1,635 shares; 2026Q2: 1,380 shares 1,380 $262K 0.06% -255 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,390 shares; 2026Q1: 2,150 shares; 2026Q2: 2,000 shares 2,000 $236K 0.05% -150 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 945 shares 945 $233K 0.05% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,841 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares; 2025Q4: 1,737 shares; 2026Q1: not reported; 2026Q2: 1,737 shares 1,737 $231K 0.05% new 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: 2,082 shares; 2024Q4: not reported; 2025Q1: 1,902 shares; 2025Q2: not reported; 2025Q3: 1,902 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares; 2026Q2: 1,902 shares 1,902 $222K 0.05% 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: 1,880 shares; 2024Q4: not reported; 2025Q1: 1,880 shares; 2025Q2: not reported; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares; 2026Q2: 1,880 shares 1,880 $220K 0.05% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,880 shares; 2026Q2: 2,880 shares 2,880 $220K 0.05% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,009 shares 2,009 $217K 0.05% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE 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: 980 shares 980 $212K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 590 shares 590 $201K 0.04% new Timeline