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; 2023Q3: not loaded; 2023Q4: 71,607 shares; 2024Q1: 69,107 shares; 2024Q2: 69,107 shares; 2024Q3: 69,107 shares; 2024Q4: 125,595 shares; 2025Q1: 125,595 shares; 2025Q2: 125,136 shares 125,136 $38M 18.31% -459 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 947 shares; 2024Q1: 942 shares; 2024Q2: 9,420 shares; 2024Q3: 9,045 shares; 2024Q4: 92,087 shares; 2025Q1: 91,025 shares; 2025Q2: 90,982 shares 90,982 $14.4M 6.92% -43 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; 2023Q3: not loaded; 2023Q4: 81,414 shares; 2024Q1: 81,414 shares; 2024Q2: 81,414 shares; 2024Q3: 84,227 shares; 2024Q4: 240,724 shares; 2025Q1: 239,909 shares; 2025Q2: 233,632 shares 233,632 $13.3M 6.41% -6,277 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; 2023Q3: not loaded; 2023Q4: 57,188 shares; 2024Q1: 53,659 shares; 2024Q2: 53,659 shares; 2024Q3: 53,659 shares; 2024Q4: 53,659 shares; 2025Q1: 55,794 shares; 2025Q2: 54,485 shares 54,485 $9.63M 4.64% -1,309 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 19,151 shares; 2024Q1: 19,151 shares; 2024Q2: 19,151 shares; 2024Q3: 19,151 shares; 2024Q4: 19,151 shares; 2025Q1: 19,014 shares; 2025Q2: 18,724 shares 18,724 $7.95M 3.83% -290 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 15,093 shares; 2024Q1: 10,929 shares; 2024Q2: 10,929 shares; 2024Q3: 10,929 shares; 2024Q4: 10,929 shares; 2025Q1: 11,466 shares; 2025Q2: 11,466 shares 11,466 $7.61M 3.66% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 26,494 shares; 2024Q1: 26,270 shares; 2024Q2: 26,540 shares; 2024Q3: 26,811 shares; 2024Q4: 37,287 shares; 2025Q1: 37,144 shares; 2025Q2: 36,960 shares 36,960 $7.58M 3.65% -184 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 1,825 shares; 2024Q1: 1,824 shares; 2024Q2: 1,819 shares; 2024Q3: 18,031 shares; 2024Q4: 25,639 shares; 2025Q1: 24,106 shares; 2025Q2: 23,650 shares 23,650 $6.52M 3.14% -456 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 130,441 shares; 2024Q1: 120,321 shares; 2024Q2: 120,321 shares; 2024Q3: 121,637 shares; 2024Q4: 121,637 shares; 2025Q1: 128,294 shares; 2025Q2: 128,294 shares 128,294 $5.19M 2.5% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 4,560 shares; 2024Q1: 4,284 shares; 2024Q2: 4,277 shares; 2024Q3: 4,299 shares; 2024Q4: 9,003 shares; 2025Q1: 9,226 shares; 2025Q2: 9,549 shares 9,549 $4.75M 2.29% +323 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; 2023Q3: not loaded; 2023Q4: 14,595 shares; 2024Q1: 14,595 shares; 2024Q2: 14,438 shares; 2024Q3: 14,225 shares; 2024Q4: 21,607 shares; 2025Q1: 21,502 shares; 2025Q2: 21,291 shares 21,291 $4.67M 2.25% -211 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; 2023Q3: not loaded; 2023Q4: 5,838 shares; 2024Q1: 6,088 shares; 2024Q2: 6,471 shares; 2024Q3: 6,329 shares; 2024Q4: 6,321 shares; 2025Q1: 6,642 shares; 2025Q2: 5,813 shares 5,813 $3.59M 1.73% -829 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; 2023Q3: not loaded; 2023Q4: 41,244 shares; 2024Q1: 32,480 shares; 2024Q2: 32,480 shares; 2024Q3: 33,516 shares; 2024Q4: 69,961 shares; 2025Q1: 72,466 shares; 2025Q2: 71,167 shares 71,167 $3.52M 1.69% -1,299 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 32,450 shares; 2024Q1: 32,450 shares; 2024Q2: 32,450 shares; 2024Q3: 32,450 shares; 2024Q4: 97,350 shares; 2025Q1: 116,217 shares; 2025Q2: 116,217 shares 116,217 $3.26M 1.57% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 3,640 shares; 2024Q1: 3,640 shares; 2024Q2: 4,360 shares; 2024Q3: 4,360 shares; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 5,090 shares 5,090 $3.16M 1.52% +730 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 11,112 shares; 2024Q1: 11,112 shares; 2024Q2: 11,112 shares; 2024Q3: 11,112 shares; 2024Q4: 11,112 shares; 2025Q1: 13,112 shares; 2025Q2: 13,112 shares 13,112 $2.68M 1.29% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 80,482 shares; 2024Q1: 78,457 shares; 2024Q2: 78,457 shares; 2024Q3: 78,457 shares; 2024Q4: 78,457 shares; 2025Q1: 78,457 shares; 2025Q2: 78,457 shares 78,457 $2.36M 1.14% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 38,628 shares; 2024Q1: 38,628 shares; 2024Q2: 38,628 shares; 2024Q3: 38,628 shares; 2024Q4: 77,256 shares; 2025Q1: 87,742 shares; 2025Q2: 87,742 shares 87,742 $2.22M 1.07% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 4,310 shares; 2024Q1: 4,590 shares; 2024Q2: 4,870 shares; 2024Q3: 4,870 shares; 2024Q4: 11,347 shares; 2025Q1: 11,360 shares; 2025Q2: 11,341 shares 11,341 $2M 0.96% -19 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 7,642 shares; 2024Q1: 7,442 shares; 2024Q2: 7,442 shares; 2024Q3: 7,440 shares; 2024Q4: 10,126 shares; 2025Q1: 10,302 shares; 2025Q2: 10,309 shares 10,309 $1.91M 0.92% +7 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; 2023Q3: not loaded; 2023Q4: 10,945 shares; 2024Q1: 10,945 shares; 2024Q2: 10,945 shares; 2024Q3: 10,945 shares; 2024Q4: 10,945 shares; 2025Q1: 10,945 shares; 2025Q2: 10,945 shares 10,945 $1.8M 0.87% 0 Timeline VT 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,970 shares; 2025Q1: 13,973 shares; 2025Q2: 13,979 shares 13,979 $1.8M 0.86% +6 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; 2023Q3: not loaded; 2023Q4: 2,669 shares; 2024Q1: 2,785 shares; 2024Q2: 2,785 shares; 2024Q3: 2,785 shares; 2024Q4: 2,785 shares; 2025Q1: 3,168 shares; 2025Q2: 3,168 shares 3,168 $1.75M 0.84% 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; 2023Q3: not loaded; 2023Q4: 8,630 shares; 2024Q1: 8,682 shares; 2024Q2: 8,603 shares; 2024Q3: 8,603 shares; 2024Q4: 8,603 shares; 2025Q1: 8,603 shares; 2025Q2: 8,603 shares 8,603 $1.67M 0.8% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 8,131 shares; 2024Q1: 8,061 shares; 2024Q2: 8,061 shares; 2024Q3: 8,087 shares; 2024Q4: 11,120 shares; 2025Q1: 11,831 shares; 2025Q2: 11,844 shares 11,844 $1.61M 0.78% +13 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 5,322 shares; 2024Q1: 5,380 shares; 2024Q2: 5,380 shares; 2024Q3: 5,316 shares; 2024Q4: 8,322 shares; 2025Q1: 8,159 shares; 2025Q2: 8,148 shares 8,148 $1.45M 0.7% -11 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 4,310 shares; 2024Q1: 4,310 shares; 2024Q2: 4,310 shares; 2024Q3: 4,086 shares; 2024Q4: 6,051 shares; 2025Q1: 6,166 shares; 2025Q2: 6,163 shares 6,163 $1.35M 0.65% -3 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; 2023Q3: not loaded; 2023Q4: 1,930 shares; 2024Q1: 1,721 shares; 2024Q2: 1,721 shares; 2024Q3: 1,704 shares; 2024Q4: 4,565 shares; 2025Q1: 4,607 shares; 2025Q2: 4,642 shares 4,642 $1.35M 0.65% +35 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; 2023Q3: not loaded; 2023Q4: 938 shares; 2024Q1: 943 shares; 2024Q2: 943 shares; 2024Q3: 975 shares; 2024Q4: 2,464 shares; 2025Q1: 2,537 shares; 2025Q2: 2,587 shares 2,587 $1.26M 0.61% +50 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; 2023Q3: not loaded; 2023Q4: 586 shares; 2024Q1: 553 shares; 2024Q2: 547 shares; 2024Q3: 457 shares; 2024Q4: 1,426 shares; 2025Q1: 1,395 shares; 2025Q2: 1,484 shares 1,484 $1.16M 0.56% +89 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 4,045 shares; 2024Q1: 4,160 shares; 2024Q2: 4,215 shares; 2024Q3: 4,206 shares; 2024Q4: 4,160 shares; 2025Q1: 5,260 shares; 2025Q2: 5,260 shares 5,260 $1.14M 0.55% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 7,841 shares; 2024Q1: 7,841 shares; 2024Q2: 7,841 shares; 2024Q3: 7,841 shares; 2024Q4: 8,354 shares; 2025Q1: 8,418 shares; 2025Q2: 8,440 shares 8,440 $1.12M 0.54% +22 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; 2023Q3: not loaded; 2023Q4: 2,870 shares; 2024Q1: 2,870 shares; 2024Q2: 2,870 shares; 2024Q3: 2,870 shares; 2024Q4: 4,463 shares; 2025Q1: 4,322 shares; 2025Q2: 3,567 shares 3,567 $1.09M 0.52% -755 Timeline VGK 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; 2023Q3: not loaded; 2023Q4: 12,830 shares; 2024Q1: 12,830 shares; 2024Q2: 12,830 shares; 2024Q3: 12,830 shares; 2024Q4: 12,830 shares; 2025Q1: 12,830 shares; 2025Q2: 12,830 shares 12,830 $994K 0.48% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 567 shares; 2024Q1: 567 shares; 2024Q2: 567 shares; 2024Q3: 620 shares; 2024Q4: 1,603 shares; 2025Q1: 1,661 shares; 2025Q2: 1,655 shares 1,655 $930K 0.45% -6 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 2,469 shares; 2024Q1: 7,131 shares; 2024Q2: 7,131 shares; 2024Q3: 7,131 shares; 2024Q4: 7,173 shares; 2025Q1: 9,381 shares; 2025Q2: 9,357 shares 9,357 $915K 0.44% -24 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 1,214 shares; 2025Q2: 1,212 shares 1,212 $894K 0.43% -2 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,617 shares; 2024Q4: 13,617 shares; 2025Q1: 13,617 shares; 2025Q2: 13,617 shares 13,617 $892K 0.43% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 10,659 shares; 2024Q1: 10,659 shares; 2024Q2: 10,659 shares; 2024Q3: 10,659 shares; 2024Q4: 10,659 shares; 2025Q1: 10,659 shares; 2025Q2: 10,659 shares 10,659 $863K 0.42% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 2,600 shares; 2024Q1: 2,600 shares; 2024Q2: 2,600 shares; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares 2,600 $791K 0.38% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,027 shares; 2025Q1: 7,027 shares; 2025Q2: 6,984 shares 6,984 $769K 0.37% -43 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 569 shares; 2025Q1: 553 shares; 2025Q2: 563 shares 563 $754K 0.36% +10 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 5,542 shares; 2024Q1: 5,542 shares; 2024Q2: 5,542 shares; 2024Q3: 5,542 shares; 2024Q4: 5,542 shares; 2025Q1: 5,542 shares; 2025Q2: 5,542 shares 5,542 $747K 0.36% 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,059 shares; 2024Q3: 2,040 shares; 2024Q4: 5,239 shares; 2025Q1: 5,196 shares; 2025Q2: 5,217 shares 5,217 $735K 0.35% +21 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 779 shares; 2024Q1: 730 shares; 2024Q2: not reported; 2024Q3: 728 shares; 2024Q4: 1,631 shares; 2025Q1: 1,632 shares; 2025Q2: 2,040 shares 2,040 $724K 0.35% +408 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; 2023Q3: not loaded; 2023Q4: 603 shares; 2024Q1: 603 shares; 2024Q2: 603 shares; 2024Q3: 602 shares; 2024Q4: 880 shares; 2025Q1: 876 shares; 2025Q2: 994 shares 994 $704K 0.34% +118 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; 2023Q3: not loaded; 2023Q4: 1,773 shares; 2024Q1: 1,773 shares; 2024Q2: 1,773 shares; 2024Q3: 1,773 shares; 2024Q4: 2,795 shares; 2025Q1: 3,000 shares; 2025Q2: 3,024 shares 3,024 $692K 0.33% +24 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 695 shares; 2024Q2: 653 shares; 2024Q3: 844 shares; 2024Q4: 1,880 shares; 2025Q1: 1,755 shares; 2025Q2: 1,937 shares 1,937 $692K 0.33% +182 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 6,369 shares; 2024Q1: 6,369 shares; 2024Q2: 6,369 shares; 2024Q3: 6,369 shares; 2024Q4: 7,271 shares; 2025Q1: 7,360 shares; 2025Q2: 7,357 shares 7,357 $686K 0.33% -3 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; 2023Q3: not loaded; 2023Q4: 3,127 shares; 2024Q1: 3,185 shares; 2024Q2: 4,465 shares; 2024Q3: 5,055 shares; 2024Q4: 6,628 shares; 2025Q1: 6,626 shares; 2025Q2: 6,063 shares 6,063 $654K 0.31% -563 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 624 shares; 2024Q1: 612 shares; 2024Q2: 612 shares; 2024Q3: 585 shares; 2024Q4: 828 shares; 2025Q1: 829 shares; 2025Q2: 828 shares 828 $652K 0.31% -1 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,771 shares 1,771 $649K 0.31% +200 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,534 shares; 2024Q4: 4,105 shares; 2025Q1: 4,151 shares; 2025Q2: 4,180 shares 4,180 $625K 0.3% +29 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,104 shares; 2025Q1: 2,104 shares; 2025Q2: 2,104 shares 2,104 $593K 0.29% 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 990 shares; 2025Q1: 1,099 shares; 2025Q2: 1,120 shares 1,120 $593K 0.29% +21 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 2,427 shares; 2024Q1: 2,512 shares; 2024Q2: 2,922 shares; 2024Q3: 3,107 shares; 2024Q4: 3,606 shares; 2025Q1: 3,683 shares; 2025Q2: 3,683 shares 3,683 $574K 0.28% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 466 shares; 2025Q1: 513 shares; 2025Q2: 543 shares 543 $558K 0.27% +30 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,236 shares; 2025Q1: 1,226 shares; 2025Q2: 1,253 shares 1,253 $558K 0.27% +27 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 1,000 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000 $548K 0.26% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 3,072 shares; 2024Q1: 2,911 shares; 2024Q2: 2,808 shares; 2024Q3: 2,971 shares; 2024Q4: 3,380 shares; 2025Q1: 3,530 shares; 2025Q2: 3,526 shares 3,526 $539K 0.26% -4 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; 2023Q3: not loaded; 2023Q4: 4,720 shares; 2024Q1: 4,566 shares; 2024Q2: 4,566 shares; 2024Q3: 4,566 shares; 2024Q4: 4,009 shares; 2025Q1: 4,009 shares; 2025Q2: 4,009 shares 4,009 $535K 0.26% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 1,710 shares; 2024Q1: 8,550 shares; 2024Q2: 8,550 shares; 2024Q3: 8,550 shares; 2024Q4: 8,550 shares; 2025Q1: 8,550 shares; 2025Q2: 8,550 shares 8,550 $530K 0.26% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,440 shares; 2024Q2: 3,440 shares; 2024Q3: 3,440 shares; 2024Q4: 4,913 shares; 2025Q1: 4,913 shares; 2025Q2: 4,914 shares 4,914 $528K 0.25% +1 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: 1,322 shares; 2025Q2: 1,321 shares 1,321 $523K 0.25% -1 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,793 shares; 2025Q2: 7,729 shares 7,729 $520K 0.25% -64 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,307 shares; 2024Q3: 3,358 shares; 2024Q4: 4,189 shares; 2025Q1: 4,189 shares; 2025Q2: 4,189 shares 4,189 $517K 0.25% 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,598 shares; 2025Q1: 1,599 shares; 2025Q2: 1,595 shares 1,595 $507K 0.24% -4 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; 2023Q3: not loaded; 2023Q4: 1,906 shares; 2024Q1: 1,856 shares; 2024Q2: 1,866 shares; 2024Q3: 1,822 shares; 2024Q4: 1,759 shares; 2025Q1: 1,759 shares; 2025Q2: 1,631 shares 1,631 $503K 0.24% -128 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; 2023Q3: not loaded; 2023Q4: 2,265 shares; 2024Q1: 1,985 shares; 2024Q2: 1,985 shares; 2024Q3: 1,985 shares; 2024Q4: 3,144 shares; 2025Q1: 3,165 shares; 2025Q2: 3,108 shares 3,108 $495K 0.24% -57 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; 2023Q3: not loaded; 2023Q4: 6,104 shares; 2024Q1: 6,764 shares; 2024Q2: 6,764 shares; 2024Q3: 6,987 shares; 2024Q4: 10,152 shares; 2025Q1: 10,083 shares; 2025Q2: 10,156 shares 10,156 $481K 0.23% +73 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 9,100 shares; 2024Q1: 9,100 shares; 2024Q2: 9,100 shares; 2024Q3: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 9,100 shares 9,100 $477K 0.23% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,168 shares; 2025Q1: 1,170 shares; 2025Q2: 1,204 shares 1,204 $466K 0.22% +34 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; 2023Q3: not loaded; 2023Q4: 358 shares; 2024Q1: 351 shares; 2024Q2: 351 shares; 2024Q3: 351 shares; 2024Q4: 562 shares; 2025Q1: 560 shares; 2025Q2: 560 shares 560 $449K 0.22% 0 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; 2023Q3: not loaded; 2023Q4: 2,219 shares; 2024Q1: 2,150 shares; 2024Q2: 2,190 shares; 2024Q3: 2,231 shares; 2024Q4: 2,508 shares; 2025Q1: 2,504 shares; 2025Q2: 3,093 shares 3,093 $439K 0.21% +589 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; 2023Q3: not loaded; 2023Q4: 1,123 shares; 2024Q1: 1,123 shares; 2024Q2: 1,123 shares; 2024Q3: 928 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares 1,373 $438K 0.21% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,965 shares; 2024Q4: 7,140 shares; 2025Q1: 7,121 shares; 2025Q2: 7,121 shares 7,121 $436K 0.21% 0 MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 3,303 shares; 2024Q1: 3,316 shares; 2024Q2: 3,316 shares; 2024Q3: 3,316 shares; 2024Q4: 5,805 shares; 2025Q1: 6,285 shares; 2025Q2: 6,425 shares 6,425 $433K 0.21% +140 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; 2023Q3: not loaded; 2023Q4: 1,411 shares; 2024Q1: 1,411 shares; 2024Q2: 1,411 shares; 2024Q3: 1,411 shares; 2024Q4: 2,198 shares; 2025Q1: 2,083 shares; 2025Q2: 2,067 shares 2,067 $429K 0.21% -16 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 1,067 shares; 2024Q1: 1,067 shares; 2024Q2: 1,067 shares; 2024Q3: 1,040 shares; 2024Q4: 1,692 shares; 2025Q1: 1,734 shares; 2025Q2: 1,533 shares 1,533 $418K 0.2% -201 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; 2023Q3: not loaded; 2023Q4: 637 shares; 2024Q1: 966 shares; 2024Q2: 857 shares; 2024Q3: 931 shares; 2024Q4: 1,370 shares; 2025Q1: 1,360 shares; 2025Q2: 1,385 shares 1,385 $414K 0.2% +25 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 4,150 shares; 2024Q1: 4,475 shares; 2024Q2: 4,475 shares; 2024Q3: 4,475 shares; 2024Q4: 5,475 shares; 2025Q1: 5,475 shares; 2025Q2: 5,475 shares 5,475 $410K 0.2% 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; 2023Q3: not loaded; 2023Q4: 2,525 shares; 2024Q1: 2,525 shares; 2024Q2: 2,525 shares; 2024Q3: 2,525 shares; 2024Q4: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 2,664 shares 2,664 $406K 0.2% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 6,053 shares; 2024Q1: 5,007 shares; 2024Q2: 5,007 shares; 2024Q3: 4,630 shares; 2024Q4: 5,709 shares; 2025Q1: 5,705 shares; 2025Q2: 5,705 shares 5,705 $405K 0.2% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 1,725 shares; 2024Q1: 1,725 shares; 2024Q2: 1,725 shares; 2024Q3: 1,725 shares; 2024Q4: 1,759 shares; 2025Q1: 1,759 shares; 2025Q2: 1,759 shares 1,759 $389K 0.19% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 1,280 shares; 2024Q1: 1,280 shares; 2024Q2: 1,280 shares; 2024Q3: 1,280 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,386 shares 1,386 $374K 0.18% -1 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,452 shares; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares 2,422 $354K 0.17% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,724 shares; 2025Q1: 3,201 shares; 2025Q2: 3,387 shares 3,387 $347K 0.17% +186 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 3,190 shares; 2024Q1: 3,190 shares; 2024Q2: 3,098 shares; 2024Q3: 3,189 shares; 2024Q4: 3,970 shares; 2025Q1: 3,957 shares; 2025Q2: 3,957 shares 3,957 $345K 0.17% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 1,849 shares; 2024Q1: 1,849 shares; 2024Q2: 1,849 shares; 2024Q3: 1,849 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,849 shares 1,849 $320K 0.15% -1 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 818 shares; 2025Q2: 788 shares 788 $320K 0.15% -30 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 777 shares; 2024Q1: 777 shares; 2024Q2: 777 shares; 2024Q3: 777 shares; 2024Q4: 779 shares; 2025Q1: 780 shares; 2025Q2: 778 shares 778 $318K 0.15% -2 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: not reported; 2025Q2: 1,400 shares 1,400 $305K 0.15% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares 1,295 $302K 0.15% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 2,495 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,200 shares; 2025Q1: 2,369 shares; 2025Q2: 2,410 shares 2,410 $299K 0.14% +41 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 4,217 shares; 2024Q1: 4,217 shares; 2024Q2: 4,217 shares; 2024Q3: 4,217 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares 3,600 $299K 0.14% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares 708 $298K 0.14% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,621 shares; 2025Q2: 4,696 shares 4,696 $295K 0.14% +1,075 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares 1,062 $293K 0.14% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 740 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares 936 $290K 0.14% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,890 shares; 2025Q1: 5,890 shares; 2025Q2: 5,890 shares 5,890 $284K 0.14% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 4,545 shares; 2024Q1: 4,263 shares; 2024Q2: 4,263 shares; 2024Q3: 4,263 shares; 2024Q4: 5,612 shares; 2025Q1: 4,456 shares; 2025Q2: 3,582 shares 3,582 $284K 0.14% -874 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; 2023Q3: not loaded; 2023Q4: 6,561 shares; 2024Q1: 6,561 shares; 2024Q2: 6,561 shares; 2024Q3: 6,561 shares; 2024Q4: 5,607 shares; 2025Q1: 5,607 shares; 2025Q2: 5,607 shares 5,607 $282K 0.14% 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; 2023Q3: not loaded; 2023Q4: 843 shares; 2024Q1: 849 shares; 2024Q2: 849 shares; 2024Q3: 861 shares; 2024Q4: 1,111 shares; 2025Q1: 1,111 shares; 2025Q2: 1,110 shares 1,110 $275K 0.13% -1 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 581 shares 581 $273K 0.13% +30 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 1,355 shares; 2024Q1: 1,304 shares; 2024Q2: 1,356 shares; 2024Q3: 1,356 shares; 2024Q4: 1,944 shares; 2025Q1: 2,001 shares; 2025Q2: 1,996 shares 1,996 $264K 0.13% -5 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 6,363 shares; 2024Q1: 7,234 shares; 2024Q2: 5,712 shares; 2024Q3: 3,370 shares; 2024Q4: 2,742 shares; 2025Q1: 2,750 shares; 2025Q2: 2,859 shares 2,859 $262K 0.13% +109 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares 671 $261K 0.13% 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; 2023Q3: not loaded; 2023Q4: 1,363 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,877 shares; 2025Q1: 1,818 shares; 2025Q2: 1,781 shares 1,781 $255K 0.12% -37 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,693 shares; 2025Q1: 3,660 shares; 2025Q2: 3,660 shares 3,660 $254K 0.12% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 2,668 shares; 2024Q2: 2,668 shares; 2024Q3: 2,668 shares; 2024Q4: 3,106 shares; 2025Q1: 3,106 shares; 2025Q2: 3,106 shares 3,106 $254K 0.12% 0 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; 2023Q3: not loaded; 2023Q4: 3,834 shares; 2024Q1: 3,844 shares; 2024Q2: 3,844 shares; 2024Q3: 2,997 shares; 2024Q4: 3,438 shares; 2025Q1: 3,438 shares; 2025Q2: 3,438 shares 3,438 $252K 0.12% 0 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,430 shares; 2024Q3: not reported; 2024Q4: 1,110 shares; 2025Q1: not reported; 2025Q2: 1,106 shares 1,106 $250K 0.12% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 7,501 shares; 2024Q1: 7,498 shares; 2024Q2: 8,055 shares; 2024Q3: 8,055 shares; 2024Q4: 10,588 shares; 2025Q1: 10,213 shares; 2025Q2: 10,061 shares 10,061 $244K 0.12% -152 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares 1,001 $244K 0.12% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,192 shares; 2025Q2: 8,192 shares 8,192 $237K 0.11% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,149 shares; 2025Q1: not reported; 2025Q2: 1,148 shares 1,148 $235K 0.11% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,658 shares; 2024Q4: 5,658 shares; 2025Q1: 5,658 shares; 2025Q2: 5,658 shares 5,658 $234K 0.11% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 459 shares 459 $233K 0.11% 0 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 11,675 shares; 2024Q1: 11,675 shares; 2024Q2: 11,675 shares; 2024Q3: 11,675 shares; 2024Q4: 8,112 shares; 2025Q1: 8,112 shares; 2025Q2: 8,112 shares 8,112 $233K 0.11% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 425 shares 425 $231K 0.11% +9 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,522 shares; 2025Q1: 7,522 shares; 2025Q2: 7,522 shares 7,522 $231K 0.11% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 487 shares; 2024Q1: 377 shares; 2024Q2: not reported; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: not reported; 2025Q2: 324 shares 324 $226K 0.11% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,089 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares 1,211 $226K 0.11% 0 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; 2023Q3: not loaded; 2023Q4: 505 shares; 2024Q1: 484 shares; 2024Q2: 525 shares; 2024Q3: 551 shares; 2024Q4: 979 shares; 2025Q1: 1,010 shares; 2025Q2: 718 shares 718 $224K 0.11% -292 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 766 shares; 2025Q1: 766 shares; 2025Q2: 766 shares 766 $224K 0.11% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares 4,500 $221K 0.11% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 433 shares 433 $217K 0.1% -1 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,900 shares; 2024Q2: 1,900 shares; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares 1,900 $217K 0.1% 0 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; 2023Q3: not loaded; 2023Q4: 956 shares; 2024Q1: 956 shares; 2024Q2: 956 shares; 2024Q3: 1,018 shares; 2024Q4: 1,614 shares; 2025Q1: 1,614 shares; 2025Q2: 965 shares 965 $214K 0.1% -649 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,230 shares; 2025Q2: 7,230 shares 7,230 $213K 0.1% 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 212 shares 212 $210K 0.1% 0 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: 3,000 shares 3,000 $209K 0.1% new 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,813 shares; 2025Q1: 3,022 shares; 2025Q2: 3,008 shares 3,008 $209K 0.1% -14 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,600 shares; 2024Q3: 2,600 shares; 2024Q4: 2,815 shares; 2025Q1: 2,815 shares; 2025Q2: 2,814 shares 2,814 $208K 0.1% -1 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 462 shares 462 $208K 0.1% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: 2,292 shares; 2024Q1: 2,292 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,059 shares; 2025Q2: 2,265 shares 2,265 $208K 0.1% +206 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 4,000 shares 4,000 $206K 0.1% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 411 shares 411 $206K 0.1% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,280 shares 1,280 $204K 0.1% new 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 353 shares; 2025Q2: 353 shares 353 $200K 0.1% 0 Timeline