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; 2023Q2: 99,092 shares; 2023Q3: 94,346 shares; 2023Q4: 93,721 shares; 2024Q1: 73,436 shares; 2024Q2: 57,198 shares; 2024Q3: 55,093 shares; 2024Q4: 57,118 shares; 2025Q1: 94,643 shares 94,643 $52.9M 9.43% +37,525 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,251 shares; 2023Q3: 6,163 shares; 2023Q4: 11,091 shares; 2024Q1: 91,956 shares; 2024Q2: 108,913 shares; 2024Q3: 308,753 shares; 2024Q4: 311,941 shares; 2025Q1: 314,328 shares 314,328 $31.1M 5.54% +2,387 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 770,292 shares; 2023Q3: 770,292 shares; 2023Q4: 566,378 shares; 2024Q1: 371,412 shares; 2024Q2: 280,030 shares; 2024Q3: 193,622 shares; 2024Q4: 193,622 shares; 2025Q1: 193,622 shares 193,622 $22.5M 4.01% 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; 2023Q2: 104,810 shares; 2023Q3: 104,965 shares; 2023Q4: 102,320 shares; 2024Q1: 96,410 shares; 2024Q2: 86,103 shares; 2024Q3: 82,662 shares; 2024Q4: 80,838 shares; 2025Q1: 85,676 shares 85,676 $19M 3.39% +4,838 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 29,921 shares; 2023Q3: 33,155 shares; 2023Q4: 29,516 shares; 2024Q1: 24,086 shares; 2024Q2: 206,061 shares; 2024Q3: 155,989 shares; 2024Q4: 132,536 shares; 2025Q1: 129,415 shares 129,415 $14M 2.5% -3,121 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,381 shares; 2023Q3: 7,389 shares; 2023Q4: 9,124 shares; 2024Q1: 18,470 shares; 2024Q2: 22,989 shares; 2024Q3: 22,609 shares; 2024Q4: 21,022 shares; 2025Q1: 20,665 shares 20,665 $11.6M 2.07% -357 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 57,919 shares; 2023Q3: 57,253 shares; 2023Q4: 57,253 shares; 2024Q1: 56,587 shares; 2024Q2: 54,835 shares; 2024Q3: 54,074 shares; 2024Q4: 54,998 shares; 2025Q1: 55,521 shares 55,521 $11.1M 1.97% +523 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; 2023Q2: 13,670 shares; 2023Q3: 17,257 shares; 2023Q4: 12,502 shares; 2024Q1: 13,568 shares; 2024Q2: 13,106 shares; 2024Q3: 12,553 shares; 2024Q4: 12,785 shares; 2025Q1: 13,339 shares 13,339 $11M 1.96% +554 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 181,149 shares; 2023Q3: 181,149 shares; 2023Q4: 181,149 shares; 2024Q1: 181,149 shares; 2024Q2: 181,149 shares; 2024Q3: 181,149 shares; 2024Q4: 181,149 shares; 2025Q1: 181,149 shares 181,149 $10.8M 1.92% 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; 2023Q2: 49,074 shares; 2023Q3: 57,376 shares; 2023Q4: 58,045 shares; 2024Q1: 62,639 shares; 2024Q2: 57,373 shares; 2024Q3: 55,903 shares; 2024Q4: 57,855 shares; 2025Q1: 59,832 shares 59,832 $9.93M 1.77% +1,977 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 31,976 shares; 2023Q3: 30,203 shares; 2023Q4: 29,669 shares; 2024Q1: 158,826 shares; 2024Q2: 175,654 shares; 2024Q3: 164,823 shares; 2024Q4: 162,392 shares; 2025Q1: 169,813 shares 169,813 $9.91M 1.76% +7,421 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 32,557 shares; 2023Q3: 32,710 shares; 2023Q4: 32,586 shares; 2024Q1: 28,108 shares; 2024Q2: 25,737 shares; 2024Q3: 24,547 shares; 2024Q4: 24,459 shares; 2025Q1: 25,561 shares 25,561 $9.6M 1.71% +1,102 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,682 shares; 2023Q3: 10,349 shares; 2023Q4: 9,650 shares; 2024Q1: 10,603 shares; 2024Q2: 10,223 shares; 2024Q3: 9,925 shares; 2024Q4: 9,794 shares; 2025Q1: 10,158 shares 10,158 $9.47M 1.69% +364 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,091 shares 30,091 $9.23M 1.64% new Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 180,407 shares; 2025Q1: 180,407 shares 180,407 $9.19M 1.64% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 211,526 shares; 2023Q3: 202,371 shares; 2023Q4: 208,152 shares; 2024Q1: 146,908 shares; 2024Q2: 118,438 shares; 2024Q3: 118,382 shares; 2024Q4: 117,288 shares; 2025Q1: 116,403 shares 116,403 $8.81M 1.57% -885 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 82,834 shares; 2024Q2: 116,246 shares; 2024Q3: 119,733 shares; 2024Q4: 123,026 shares; 2025Q1: 116,913 shares 116,913 $8.05M 1.43% -6,113 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,578 shares; 2023Q3: 2,867 shares; 2023Q4: 2,915 shares; 2024Q1: 3,157 shares; 2024Q2: 154,390 shares; 2024Q3: 147,245 shares; 2024Q4: 148,450 shares; 2025Q1: 160,128 shares 160,128 $8.04M 1.43% +11,678 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 25,045 shares; 2023Q3: 27,315 shares; 2023Q4: 28,724 shares; 2024Q1: 30,972 shares; 2024Q2: 29,491 shares; 2024Q3: 29,112 shares; 2024Q4: 28,164 shares; 2025Q1: 30,069 shares 30,069 $8.02M 1.43% +1,905 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,502 shares; 2023Q3: 14,915 shares; 2023Q4: 15,371 shares; 2024Q1: 16,085 shares; 2024Q2: 15,821 shares; 2024Q3: 15,351 shares; 2024Q4: 15,334 shares; 2025Q1: 16,224 shares 16,224 $7.85M 1.4% +890 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; 2023Q2: 15,205 shares; 2023Q3: 15,205 shares; 2023Q4: 15,687 shares; 2024Q1: 16,436 shares; 2024Q2: 15,370 shares; 2024Q3: 15,246 shares; 2024Q4: 15,205 shares; 2025Q1: 15,205 shares 15,205 $7.81M 1.39% 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; 2023Q2: 7,298 shares; 2023Q3: 7,775 shares; 2023Q4: 8,129 shares; 2024Q1: 8,141 shares; 2024Q2: 7,879 shares; 2024Q3: 7,549 shares; 2024Q4: 7,503 shares; 2025Q1: 8,206 shares 8,206 $7.76M 1.38% +703 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 25,886 shares; 2023Q3: 21,919 shares; 2023Q4: 17,528 shares; 2024Q1: 16,439 shares; 2024Q2: 14,329 shares; 2024Q3: 59,633 shares; 2024Q4: 59,633 shares; 2025Q1: 59,633 shares 59,633 $7.69M 1.37% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,698 shares 96,698 $7.49M 1.33% new 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; 2023Q2: 1,518 shares; 2023Q3: 1,442 shares; 2023Q4: 1,155 shares; 2024Q1: 1,404 shares; 2024Q2: 1,460 shares; 2024Q3: 11,329 shares; 2024Q4: 10,946 shares; 2025Q1: 11,872 shares 11,872 $6.84M 1.22% +926 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,799 shares; 2024Q2: 19,369 shares; 2024Q3: 18,860 shares; 2024Q4: 18,840 shares; 2025Q1: 20,173 shares 20,173 $6.8M 1.21% +1,333 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; 2023Q2: 1,831 shares; 2023Q3: 2,938 shares; 2023Q4: not reported; 2024Q1: 1,742 shares; 2024Q2: 2,124 shares; 2024Q3: 25,335 shares; 2024Q4: 23,997 shares; 2025Q1: 26,727 shares 26,727 $6.65M 1.18% +2,730 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 38,168 shares; 2023Q3: 41,056 shares; 2023Q4: 41,729 shares; 2024Q1: 45,445 shares; 2024Q2: 44,121 shares; 2024Q3: 43,471 shares; 2024Q4: 43,126 shares; 2025Q1: 45,717 shares 45,717 $6.39M 1.14% +2,591 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21,606 shares; 2024Q1: 24,232 shares; 2024Q2: 23,221 shares; 2024Q3: 22,304 shares; 2024Q4: 22,452 shares; 2025Q1: 23,558 shares 23,558 $6.34M 1.13% +1,106 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; 2023Q2: 14,948 shares; 2023Q3: 14,957 shares; 2023Q4: 14,957 shares; 2024Q1: 14,957 shares; 2024Q2: 14,957 shares; 2024Q3: 14,957 shares; 2024Q4: 14,934 shares; 2025Q1: 14,934 shares 14,934 $6.27M 1.12% 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; 2023Q2: 8,862 shares; 2023Q3: 8,474 shares; 2023Q4: 8,371 shares; 2024Q1: 3,898 shares; 2024Q2: 4,685 shares; 2024Q3: 4,368 shares; 2024Q4: 4,217 shares; 2025Q1: 43,616 shares 43,616 $6.1M 1.09% +39,399 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 63,833 shares; 2025Q1: 73,940 shares 73,940 $5.97M 1.06% +10,107 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 26,595 shares; 2024Q3: 26,723 shares; 2024Q4: 26,409 shares; 2025Q1: 29,360 shares 29,360 $5.92M 1.05% +2,951 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; 2023Q2: 12,151 shares; 2023Q3: 11,153 shares; 2023Q4: 11,036 shares; 2024Q1: 7,841 shares; 2024Q2: 6,718 shares; 2024Q3: 30,412 shares; 2024Q4: 29,342 shares; 2025Q1: 32,044 shares 32,044 $5.46M 0.97% +2,702 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 42,728 shares; 2023Q3: 41,386 shares; 2023Q4: 40,569 shares; 2024Q1: 42,575 shares; 2024Q2: 45,647 shares; 2024Q3: 47,665 shares; 2024Q4: 47,716 shares; 2025Q1: 51,036 shares 51,036 $5.34M 0.95% +3,320 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,351 shares; 2023Q3: 18,786 shares; 2023Q4: 19,004 shares; 2024Q1: 20,418 shares; 2024Q2: 19,846 shares; 2024Q3: 19,078 shares; 2024Q4: 19,205 shares; 2025Q1: 20,854 shares 20,854 $5.3M 0.94% +1,649 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,076 shares; 2023Q3: 19,257 shares; 2023Q4: 18,946 shares; 2024Q1: 20,948 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,120 shares 32,120 $5.29M 0.94% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,351 shares; 2023Q3: 9,094 shares; 2023Q4: 9,132 shares; 2024Q1: 9,893 shares; 2024Q2: 9,330 shares; 2024Q3: 9,089 shares; 2024Q4: 9,056 shares; 2025Q1: 9,642 shares 9,642 $5.28M 0.94% +586 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 66,263 shares; 2024Q3: 70,646 shares; 2024Q4: 70,631 shares; 2025Q1: 76,667 shares 76,667 $5.19M 0.92% +6,036 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,602 shares 58,602 $5.04M 0.9% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,413 shares 38,413 $5.03M 0.9% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 24,273 shares; 2024Q1: 25,466 shares; 2024Q2: 24,812 shares; 2024Q3: 24,639 shares; 2024Q4: 36,965 shares; 2025Q1: 40,553 shares 40,553 $5.01M 0.89% +3,588 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,525 shares; 2023Q3: 4,247 shares; 2023Q4: 3,115 shares; 2024Q1: 51,680 shares; 2024Q2: 49,759 shares; 2024Q3: 50,516 shares; 2024Q4: 48,973 shares; 2025Q1: 52,595 shares 52,595 $4.84M 0.86% +3,622 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 61,611 shares; 2024Q1: 65,694 shares; 2024Q2: 63,810 shares; 2024Q3: 63,136 shares; 2024Q4: 61,135 shares; 2025Q1: 64,926 shares 64,926 $4.76M 0.85% +3,791 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,131 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,166 shares 25,166 $4.74M 0.84% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,055 shares; 2023Q3: 7,509 shares; 2023Q4: 7,580 shares; 2024Q1: 8,387 shares; 2024Q2: 8,083 shares; 2024Q3: 7,561 shares; 2024Q4: 14,480 shares; 2025Q1: 16,375 shares 16,375 $4.64M 0.83% +1,895 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 52,058 shares; 2023Q3: 56,807 shares; 2023Q4: 58,146 shares; 2024Q1: 62,672 shares; 2024Q2: 61,721 shares; 2024Q3: 58,680 shares; 2024Q4: 58,415 shares; 2025Q1: 61,855 shares 61,855 $4.62M 0.82% +3,440 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 56,179 shares; 2023Q3: 56,179 shares; 2023Q4: 56,179 shares; 2024Q1: 56,179 shares; 2024Q2: 56,179 shares; 2024Q3: 56,179 shares; 2024Q4: 56,179 shares; 2025Q1: 56,179 shares 56,179 $4.56M 0.81% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 36,460 shares; 2023Q4: 55,633 shares; 2024Q1: 60,851 shares; 2024Q2: 57,732 shares; 2024Q3: 57,498 shares; 2024Q4: 55,917 shares; 2025Q1: 60,424 shares 60,424 $4.51M 0.8% +4,507 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; 2023Q2: 17,419 shares; 2023Q3: 18,301 shares; 2023Q4: 18,193 shares; 2024Q1: 19,150 shares; 2024Q2: 18,312 shares; 2024Q3: 17,588 shares; 2024Q4: 17,082 shares; 2025Q1: 18,731 shares 18,731 $4.43M 0.79% +1,649 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,588 shares; 2023Q3: 16,177 shares; 2023Q4: 17,508 shares; 2024Q1: 13,419 shares; 2024Q2: 12,605 shares; 2024Q3: 12,945 shares; 2024Q4: 12,529 shares; 2025Q1: 13,633 shares 13,633 $4.25M 0.76% +1,104 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 61,005 shares; 2023Q3: 129,055 shares; 2023Q4: 129,055 shares; 2024Q1: 129,055 shares; 2024Q2: 129,055 shares; 2024Q3: 129,055 shares; 2024Q4: 129,055 shares; 2025Q1: 129,055 shares 129,055 $4.19M 0.75% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,225 shares; 2023Q3: 18,709 shares; 2023Q4: 19,267 shares; 2024Q1: 21,084 shares; 2024Q2: 19,847 shares; 2024Q3: 19,226 shares; 2024Q4: 18,977 shares; 2025Q1: 20,638 shares 20,638 $3.92M 0.7% +1,661 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,161 shares 23,161 $3.92M 0.7% new 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; 2023Q2: 18,882 shares; 2023Q3: 17,087 shares; 2023Q4: 16,160 shares; 2024Q1: 16,831 shares; 2024Q2: 16,511 shares; 2024Q3: 16,230 shares; 2024Q4: 14,799 shares; 2025Q1: 14,873 shares 14,873 $3.65M 0.65% +74 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,684 shares; 2023Q3: 8,684 shares; 2023Q4: 3,393 shares; 2024Q1: 3,393 shares; 2024Q2: 3,393 shares; 2024Q3: 3,393 shares; 2024Q4: 3,393 shares; 2025Q1: 48,343 shares 48,343 $3.56M 0.63% +44,950 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,424 shares; 2023Q3: 25,340 shares; 2023Q4: 26,331 shares; 2024Q1: 28,139 shares; 2024Q2: 28,049 shares; 2024Q3: 27,285 shares; 2024Q4: 26,741 shares; 2025Q1: 28,964 shares 28,964 $3.5M 0.62% +2,223 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,408 shares; 2023Q3: 27,176 shares; 2023Q4: 27,731 shares; 2024Q1: 29,723 shares; 2024Q2: 29,668 shares; 2024Q3: 29,469 shares; 2024Q4: 28,962 shares; 2025Q1: 31,008 shares 31,008 $3.27M 0.58% +2,046 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,499 shares; 2023Q3: 12,999 shares; 2023Q4: 13,485 shares; 2024Q1: 14,572 shares; 2024Q2: 14,146 shares; 2024Q3: 13,646 shares; 2024Q4: 13,588 shares; 2025Q1: 14,561 shares 14,561 $3.13M 0.56% +973 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 36,806 shares; 2024Q2: 47,656 shares; 2024Q3: 55,750 shares; 2024Q4: 45,998 shares; 2025Q1: 46,624 shares 46,624 $2.52M 0.45% +626 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,181 shares; 2023Q3: 19,795 shares; 2023Q4: 18,830 shares; 2024Q1: 18,055 shares; 2024Q2: 17,257 shares; 2024Q3: 15,721 shares; 2024Q4: 15,401 shares; 2025Q1: 15,694 shares 15,694 $2.45M 0.44% +293 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 43,415 shares; 2023Q3: 43,415 shares; 2023Q4: 40,169 shares; 2024Q1: 39,715 shares; 2024Q2: 39,916 shares; 2024Q3: 35,986 shares; 2024Q4: 35,597 shares; 2025Q1: 35,974 shares 35,974 $2.43M 0.43% +377 Timeline BRK-A 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; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares 3 $2.4M 0.43% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 22,823 shares; 2023Q3: 22,740 shares; 2023Q4: 22,740 shares; 2024Q1: 22,740 shares; 2024Q2: 22,740 shares; 2024Q3: 22,740 shares; 2024Q4: 22,740 shares; 2025Q1: 26,848 shares 26,848 $2.28M 0.41% +4,108 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; 2023Q2: 13,910 shares; 2023Q3: 13,450 shares; 2023Q4: 12,907 shares; 2024Q1: 13,741 shares; 2024Q2: 13,836 shares; 2024Q3: 11,560 shares; 2024Q4: 11,151 shares; 2025Q1: 11,437 shares 11,437 $2.18M 0.39% +286 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 43,606 shares; 2023Q3: 37,966 shares; 2023Q4: 37,966 shares; 2024Q1: 35,891 shares; 2024Q2: 29,529 shares; 2024Q3: 26,803 shares; 2024Q4: 26,803 shares; 2025Q1: 26,059 shares 26,059 $2.13M 0.38% -744 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 108,951 shares; 2023Q3: 100,644 shares; 2023Q4: 106,434 shares; 2024Q1: 70,047 shares; 2024Q2: 53,231 shares; 2024Q3: 49,707 shares; 2024Q4: 49,249 shares; 2025Q1: 48,388 shares 48,388 $2.11M 0.38% -861 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; 2023Q2: 7,153 shares; 2023Q3: 6,606 shares; 2023Q4: 7,007 shares; 2024Q1: 5,748 shares; 2024Q2: 4,419 shares; 2024Q3: 4,120 shares; 2024Q4: 3,851 shares; 2025Q1: 3,861 shares 3,861 $2.06M 0.37% +10 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,873 shares; 2023Q3: 21,440 shares; 2023Q4: 22,343 shares; 2024Q1: 14,005 shares; 2024Q2: 13,421 shares; 2024Q3: 12,515 shares; 2024Q4: 12,004 shares; 2025Q1: 12,619 shares 12,619 $1.95M 0.35% +615 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; 2023Q2: 7,704 shares; 2023Q3: 7,515 shares; 2023Q4: 7,491 shares; 2024Q1: 4,874 shares; 2024Q2: 4,790 shares; 2024Q3: 4,437 shares; 2024Q4: 4,308 shares; 2025Q1: 4,315 shares 4,315 $1.58M 0.28% +7 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 238 shares; 2023Q3: 216 shares; 2023Q4: 212 shares; 2024Q1: 208 shares; 2024Q2: 207 shares; 2024Q3: 204 shares; 2024Q4: 203 shares; 2025Q1: 203 shares 203 $1.47M 0.26% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,927 shares; 2023Q3: 3,124 shares; 2023Q4: 2,753 shares; 2024Q1: 2,700 shares; 2024Q2: 2,656 shares; 2024Q3: 2,589 shares; 2024Q4: 2,580 shares; 2025Q1: 2,718 shares 2,718 $1.35M 0.24% +138 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; 2023Q2: 2,919 shares; 2023Q3: 2,630 shares; 2023Q4: 2,820 shares; 2024Q1: 2,568 shares; 2024Q2: 2,494 shares; 2024Q3: 2,256 shares; 2024Q4: 2,180 shares; 2025Q1: 2,430 shares 2,430 $1.27M 0.23% +250 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; 2023Q2: 51,549 shares; 2023Q3: 48,203 shares; 2023Q4: 46,306 shares; 2024Q1: 26,964 shares; 2024Q2: 22,744 shares; 2024Q3: 21,480 shares; 2024Q4: 18,582 shares; 2025Q1: 18,070 shares 18,070 $1.12M 0.2% -512 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,332 shares; 2023Q3: 8,918 shares; 2023Q4: 8,918 shares; 2024Q1: 8,615 shares; 2024Q2: 8,615 shares; 2024Q3: 8,588 shares; 2024Q4: 8,588 shares; 2025Q1: 8,962 shares 8,962 $1.07M 0.19% +374 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,947 shares; 2023Q3: 12,863 shares; 2023Q4: 12,485 shares; 2024Q1: 9,028 shares; 2024Q2: 8,077 shares; 2024Q3: 7,998 shares; 2024Q4: 7,963 shares; 2025Q1: 7,660 shares 7,660 $1.02M 0.18% -303 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,025 shares; 2023Q3: 2,744 shares; 2023Q4: 2,697 shares; 2024Q1: 2,583 shares; 2024Q2: 2,355 shares; 2024Q3: 1,437 shares; 2024Q4: 1,858 shares; 2025Q1: 1,858 shares 1,858 $991K 0.18% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,973 shares; 2023Q3: 6,391 shares; 2023Q4: 6,221 shares; 2024Q1: 4,720 shares; 2024Q2: 3,163 shares; 2024Q3: 2,566 shares; 2024Q4: 2,463 shares; 2025Q1: 2,576 shares 2,576 $903K 0.16% +113 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; 2023Q2: 4,221 shares; 2023Q3: 4,221 shares; 2023Q4: 4,558 shares; 2024Q1: 4,558 shares; 2024Q2: 4,558 shares; 2024Q3: 4,558 shares; 2024Q4: 4,984 shares; 2025Q1: 4,984 shares 4,984 $861K 0.15% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,528 shares; 2023Q3: 2,566 shares; 2023Q4: 2,504 shares; 2024Q1: 426 shares; 2024Q2: 421 shares; 2024Q3: 3,674 shares; 2024Q4: 3,446 shares; 2025Q1: 5,006 shares 5,006 $838K 0.15% +1,560 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,933 shares; 2023Q3: 1,916 shares; 2023Q4: 1,916 shares; 2024Q1: 1,880 shares; 2024Q2: 1,868 shares; 2024Q3: 1,849 shares; 2024Q4: 1,844 shares; 2025Q1: 1,788 shares 1,788 $778K 0.14% -56 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,297 shares; 2023Q3: 8,098 shares; 2023Q4: 8,049 shares; 2024Q1: 5,374 shares; 2024Q2: 2,853 shares; 2024Q3: 2,438 shares; 2024Q4: 2,408 shares; 2025Q1: 2,401 shares 2,401 $750K 0.13% -7 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,913 shares; 2023Q3: 19,543 shares; 2023Q4: 19,543 shares; 2024Q1: 18,944 shares; 2024Q2: 18,863 shares; 2024Q3: 18,710 shares; 2024Q4: 18,621 shares; 2025Q1: 18,358 shares 18,358 $747K 0.13% -263 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,924 shares; 2023Q3: 16,704 shares; 2023Q4: 19,580 shares; 2024Q1: 13,674 shares; 2024Q2: 13,786 shares; 2024Q3: 10,729 shares; 2024Q4: 10,878 shares; 2025Q1: 9,185 shares 9,185 $725K 0.13% -1,693 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,984 shares; 2023Q3: 2,031 shares; 2023Q4: 2,023 shares; 2024Q1: 2,160 shares; 2024Q2: 2,024 shares; 2024Q3: 1,815 shares; 2024Q4: 1,790 shares; 2025Q1: 1,528 shares 1,528 $717K 0.13% -262 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,251 shares; 2023Q3: 1,251 shares; 2023Q4: 1,232 shares; 2024Q1: 1,115 shares; 2024Q2: 1,148 shares; 2024Q3: 1,141 shares; 2024Q4: 1,136 shares; 2025Q1: 1,138 shares 1,138 $713K 0.13% +2 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,106 shares; 2023Q3: 19,018 shares; 2023Q4: 12,494 shares; 2024Q1: 12,358 shares; 2024Q2: 10,582 shares; 2024Q3: 10,017 shares; 2024Q4: 9,830 shares; 2025Q1: 9,830 shares 9,830 $706K 0.13% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,785 shares; 2023Q3: 9,430 shares; 2023Q4: 11,120 shares; 2024Q1: 10,378 shares; 2024Q2: 9,565 shares; 2024Q3: 9,671 shares; 2024Q4: 9,753 shares; 2025Q1: 8,892 shares 8,892 $701K 0.12% -861 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,098 shares; 2023Q3: 2,020 shares; 2023Q4: 2,020 shares; 2024Q1: 2,020 shares; 2024Q2: 2,020 shares; 2024Q3: 2,020 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares 1,909 $689K 0.12% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,154 shares; 2023Q3: 12,101 shares; 2023Q4: 12,591 shares; 2024Q1: 9,251 shares; 2024Q2: 9,996 shares; 2024Q3: 8,696 shares; 2024Q4: 7,861 shares; 2025Q1: 7,756 shares 7,756 $681K 0.12% -105 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,648 shares; 2024Q2: 12,578 shares; 2024Q3: 12,776 shares; 2024Q4: 12,885 shares; 2025Q1: 13,581 shares 13,581 $679K 0.12% +696 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; 2023Q2: 16,825 shares; 2023Q3: 17,296 shares; 2023Q4: 17,809 shares; 2024Q1: 4,641 shares; 2024Q2: 3,273 shares; 2024Q3: 3,102 shares; 2024Q4: 3,013 shares; 2025Q1: 3,189 shares 3,189 $675K 0.12% +176 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,435 shares; 2023Q3: 3,435 shares; 2023Q4: 3,435 shares; 2024Q1: 9,384 shares; 2024Q2: 8,384 shares; 2024Q3: 8,384 shares; 2024Q4: 8,384 shares; 2025Q1: 8,384 shares 8,384 $674K 0.12% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,263 shares; 2023Q3: 9,959 shares; 2023Q4: 9,895 shares; 2024Q1: 3,919 shares; 2024Q2: 3,764 shares; 2024Q3: 3,287 shares; 2024Q4: 3,257 shares; 2025Q1: 3,200 shares 3,200 $670K 0.12% -57 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 177 shares; 2023Q3: 174 shares; 2023Q4: 158 shares; 2024Q1: 154 shares; 2024Q2: 154 shares; 2024Q3: 143 shares; 2024Q4: 141 shares; 2025Q1: 141 shares 141 $650K 0.12% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,482 shares; 2024Q2: 6,482 shares; 2024Q3: 6,482 shares; 2024Q4: 6,482 shares; 2025Q1: 6,482 shares 6,482 $635K 0.11% 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; 2023Q2: 1,912 shares; 2023Q3: 1,900 shares; 2023Q4: 1,902 shares; 2024Q1: 1,222 shares; 2024Q2: 1,215 shares; 2024Q3: 1,156 shares; 2024Q4: 1,127 shares; 2025Q1: 1,130 shares 1,130 $617K 0.11% +3 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 651 shares 651 $616K 0.11% new 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; 2023Q2: 12,157 shares; 2023Q3: 11,266 shares; 2023Q4: 10,166 shares; 2024Q1: 10,978 shares; 2024Q2: 38,554 shares; 2024Q3: 37,430 shares; 2024Q4: 51,697 shares; 2025Q1: 6,850 shares 6,850 $615K 0.11% -44,847 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,390 shares; 2023Q3: 12,390 shares; 2023Q4: 12,390 shares; 2024Q1: 8,404 shares; 2024Q2: 8,404 shares; 2024Q3: 8,923 shares; 2024Q4: 8,923 shares; 2025Q1: 8,923 shares 8,923 $578K 0.1% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,977 shares; 2023Q3: 8,977 shares; 2023Q4: 8,977 shares; 2024Q1: 8,977 shares; 2024Q2: 8,977 shares; 2024Q3: 8,977 shares; 2024Q4: 8,977 shares; 2025Q1: 8,977 shares 8,977 $561K 0.1% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 60,102 shares; 2023Q3: 60,102 shares; 2023Q4: 60,102 shares; 2024Q1: 60,102 shares; 2024Q2: 6,708 shares; 2024Q3: 6,507 shares; 2024Q4: 6,507 shares; 2025Q1: 6,507 shares 6,507 $543K 0.1% 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; 2023Q2: 11,326 shares; 2023Q3: 10,944 shares; 2023Q4: 9,923 shares; 2024Q1: 4,828 shares; 2024Q2: 4,486 shares; 2024Q3: 4,337 shares; 2024Q4: 3,268 shares; 2025Q1: 3,076 shares 3,076 $515K 0.09% -192 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; 2023Q2: 1,524 shares; 2023Q3: 1,455 shares; 2023Q4: 1,769 shares; 2024Q1: 1,534 shares; 2024Q2: 1,486 shares; 2024Q3: 1,473 shares; 2024Q4: 2,922 shares; 2025Q1: 2,935 shares 2,935 $501K 0.09% +13 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,939 shares; 2023Q3: 23,324 shares; 2023Q4: 23,765 shares; 2024Q1: 16,122 shares; 2024Q2: 3,506 shares; 2024Q3: 3,115 shares; 2024Q4: 2,665 shares; 2025Q1: 2,979 shares 2,979 $494K 0.09% +314 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,398 shares; 2023Q3: 12,397 shares; 2023Q4: 12,431 shares; 2024Q1: 12,159 shares; 2024Q2: 9,519 shares; 2024Q3: 9,362 shares; 2024Q4: 9,330 shares; 2025Q1: 11,674 shares 11,674 $493K 0.09% +2,344 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,817 shares; 2023Q3: 19,683 shares; 2023Q4: 19,561 shares; 2024Q1: 42,368 shares; 2024Q2: 41,054 shares; 2024Q3: 15,352 shares; 2024Q4: 5,521 shares; 2025Q1: 4,747 shares 4,747 $486K 0.09% -774 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,658 shares; 2023Q3: 2,576 shares; 2023Q4: 2,576 shares; 2024Q1: 2,576 shares; 2024Q2: 2,576 shares; 2024Q3: 2,576 shares; 2024Q4: 2,576 shares; 2025Q1: 2,576 shares 2,576 $485K 0.09% 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; 2023Q2: 18,275 shares; 2023Q3: 15,903 shares; 2023Q4: 14,387 shares; 2024Q1: 14,191 shares; 2024Q2: 14,112 shares; 2024Q3: 13,366 shares; 2024Q4: 13,136 shares; 2025Q1: 12,919 shares 12,919 $477K 0.08% -217 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,958 shares; 2023Q3: 1,938 shares; 2023Q4: 1,720 shares; 2024Q1: 1,765 shares; 2024Q2: 1,722 shares; 2024Q3: 1,456 shares; 2024Q4: 1,426 shares; 2025Q1: 1,235 shares 1,235 $474K 0.08% -191 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; 2023Q2: 834 shares; 2023Q3: 774 shares; 2023Q4: 774 shares; 2024Q1: 706 shares; 2024Q2: 688 shares; 2024Q3: 540 shares; 2024Q4: 506 shares; 2025Q1: 473 shares 473 $467K 0.08% -33 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,204 shares; 2023Q3: 6,204 shares; 2023Q4: 6,204 shares; 2024Q1: 9,525 shares; 2024Q2: 9,525 shares; 2024Q3: 9,525 shares; 2024Q4: 19,050 shares; 2025Q1: 19,050 shares 19,050 $464K 0.08% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,593 shares; 2023Q3: 6,398 shares; 2023Q4: 6,375 shares; 2024Q1: 6,886 shares; 2024Q2: 7,069 shares; 2024Q3: 6,217 shares; 2024Q4: 6,552 shares; 2025Q1: 7,282 shares 7,282 $448K 0.08% +730 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,686 shares; 2023Q3: 7,413 shares; 2023Q4: 7,094 shares; 2024Q1: 5,543 shares; 2024Q2: 4,522 shares; 2024Q3: 4,291 shares; 2024Q4: 4,272 shares; 2025Q1: 4,267 shares 4,267 $445K 0.08% -5 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,235 shares; 2023Q3: 5,302 shares; 2023Q4: 5,758 shares; 2024Q1: 5,302 shares; 2024Q2: 5,302 shares; 2024Q3: 5,302 shares; 2024Q4: 5,441 shares; 2025Q1: 5,508 shares 5,508 $443K 0.08% +67 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; 2023Q2: 6,179 shares; 2023Q3: 6,134 shares; 2023Q4: 5,272 shares; 2024Q1: 5,670 shares; 2024Q2: 5,782 shares; 2024Q3: 4,728 shares; 2024Q4: 4,031 shares; 2025Q1: 3,721 shares 3,721 $443K 0.08% -310 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,023 shares; 2023Q3: 8,162 shares; 2023Q4: 8,795 shares; 2024Q1: 8,162 shares; 2024Q2: 8,162 shares; 2024Q3: 8,162 shares; 2024Q4: 8,348 shares; 2025Q1: 8,456 shares 8,456 $432K 0.08% +108 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,638 shares; 2024Q2: 4,241 shares; 2024Q3: 4,283 shares; 2024Q4: 4,402 shares; 2025Q1: 4,513 shares 4,513 $409K 0.07% +111 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,847 shares; 2023Q3: 3,337 shares; 2023Q4: 3,337 shares; 2024Q1: 2,868 shares; 2024Q2: 1,581 shares; 2024Q3: 1,550 shares; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares 1,540 $407K 0.07% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,933 shares; 2023Q3: 8,758 shares; 2023Q4: 249,931 shares; 2024Q1: 251,838 shares; 2024Q2: 253,082 shares; 2024Q3: 251,838 shares; 2024Q4: 7,160 shares; 2025Q1: 7,160 shares 7,160 $407K 0.07% 0 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; 2023Q2: 1,353 shares; 2023Q3: 1,353 shares; 2023Q4: 1,519 shares; 2024Q1: 1,664 shares; 2024Q2: 1,353 shares; 2024Q3: 1,436 shares; 2024Q4: 1,589 shares; 2025Q1: 1,560 shares 1,560 $403K 0.07% -29 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; 2023Q2: 9,747 shares; 2023Q3: 10,089 shares; 2023Q4: 7,473 shares; 2024Q1: 8,804 shares; 2024Q2: 8,508 shares; 2024Q3: 7,889 shares; 2024Q4: 5,915 shares; 2025Q1: 5,670 shares 5,670 $402K 0.07% -245 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 854 shares; 2023Q3: 854 shares; 2023Q4: 888 shares; 2024Q1: 1,107 shares; 2024Q2: 1,126 shares; 2024Q3: 1,106 shares; 2024Q4: 1,081 shares; 2025Q1: 1,071 shares 1,071 $399K 0.07% -10 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,151 shares; 2023Q3: 1,837 shares; 2023Q4: 1,776 shares; 2024Q1: 1,686 shares; 2024Q2: 1,520 shares; 2024Q3: 1,511 shares; 2024Q4: 1,507 shares; 2025Q1: 1,465 shares 1,465 $390K 0.07% -42 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares 3,346 $388K 0.07% new 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; 2023Q2: 3,798 shares; 2023Q3: 3,799 shares; 2023Q4: 3,512 shares; 2024Q1: 1,379 shares; 2024Q2: 1,370 shares; 2024Q3: 1,296 shares; 2024Q4: 1,250 shares; 2025Q1: 1,656 shares 1,656 $386K 0.07% +406 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,007 shares; 2023Q3: 6,007 shares; 2023Q4: 6,007 shares; 2024Q1: 6,007 shares; 2024Q2: 6,058 shares; 2024Q3: 5,991 shares; 2024Q4: 5,978 shares; 2025Q1: 5,978 shares 5,978 $376K 0.07% 0 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,254 shares; 2023Q3: 8,254 shares; 2023Q4: 8,254 shares; 2024Q1: 8,254 shares; 2024Q2: 8,254 shares; 2024Q3: 8,254 shares; 2024Q4: 8,254 shares; 2025Q1: 8,254 shares 8,254 $370K 0.07% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 484 shares; 2023Q3: 464 shares; 2023Q4: 464 shares; 2024Q1: 518 shares; 2024Q2: 518 shares; 2024Q3: 477 shares; 2024Q4: 464 shares; 2025Q1: 577 shares 577 $354K 0.06% +113 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,208 shares; 2023Q3: 4,208 shares; 2023Q4: 4,208 shares; 2024Q1: 4,208 shares; 2024Q2: 4,208 shares; 2024Q3: 4,208 shares; 2024Q4: 4,208 shares; 2025Q1: 4,208 shares 4,208 $348K 0.06% 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; 2023Q2: 8,792 shares; 2023Q3: 4,991 shares; 2023Q4: 4,673 shares; 2024Q1: 4,125 shares; 2024Q2: 2,448 shares; 2024Q3: 2,453 shares; 2024Q4: 2,351 shares; 2025Q1: 2,351 shares 2,351 $345K 0.06% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,809 shares; 2023Q3: 3,629 shares; 2023Q4: 3,486 shares; 2024Q1: 2,459 shares; 2024Q2: 2,641 shares; 2024Q3: 2,442 shares; 2024Q4: 2,180 shares; 2025Q1: 2,299 shares 2,299 $345K 0.06% +119 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,755 shares; 2023Q3: 25,030 shares; 2023Q4: 31,530 shares; 2024Q1: 29,555 shares; 2024Q2: 14,273 shares; 2024Q3: 15,679 shares; 2024Q4: 13,467 shares; 2025Q1: 13,333 shares 13,333 $338K 0.06% -134 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 33,199 shares; 2023Q3: 33,935 shares; 2023Q4: 34,543 shares; 2024Q1: 35,679 shares; 2024Q2: 7,720 shares; 2024Q3: 6,098 shares; 2024Q4: 5,538 shares; 2025Q1: 5,263 shares 5,263 $334K 0.06% -275 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; 2023Q2: 3,071 shares; 2023Q3: 2,993 shares; 2023Q4: 2,993 shares; 2024Q1: 3,051 shares; 2024Q2: 3,051 shares; 2024Q3: 3,008 shares; 2024Q4: 2,993 shares; 2025Q1: 2,993 shares 2,993 $326K 0.06% 0 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; 2023Q2: 2,765 shares; 2023Q3: 2,439 shares; 2023Q4: 2,154 shares; 2024Q1: 2,366 shares; 2024Q2: 2,370 shares; 2024Q3: 2,101 shares; 2024Q4: 1,734 shares; 2025Q1: 2,034 shares 2,034 $323K 0.06% +300 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; 2023Q2: 1,156 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,015 shares; 2024Q2: 1,079 shares; 2024Q3: 1,565 shares; 2024Q4: 993 shares; 2025Q1: 1,120 shares 1,120 $323K 0.06% +127 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; 2023Q2: 3,517 shares; 2023Q3: 3,015 shares; 2023Q4: 2,960 shares; 2024Q1: 2,956 shares; 2024Q2: 2,958 shares; 2024Q3: 2,891 shares; 2024Q4: 2,870 shares; 2025Q1: 2,856 shares 2,856 $312K 0.06% -14 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,859 shares; 2023Q3: 2,031 shares; 2023Q4: 2,031 shares; 2024Q1: 2,031 shares; 2024Q2: 2,024 shares; 2024Q3: 2,023 shares; 2024Q4: 2,022 shares; 2025Q1: 2,024 shares 2,024 $306K 0.05% +2 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,064 shares; 2023Q3: 22,982 shares; 2023Q4: 21,293 shares; 2024Q1: 20,337 shares; 2024Q2: 6,140 shares; 2024Q3: 6,018 shares; 2024Q4: 4,306 shares; 2025Q1: 4,306 shares 4,306 $305K 0.05% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 642 shares; 2024Q2: 661 shares; 2024Q3: 642 shares; 2024Q4: 621 shares; 2025Q1: 614 shares 614 $304K 0.05% -7 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,831 shares; 2023Q3: 2,088 shares; 2023Q4: 2,088 shares; 2024Q1: 2,088 shares; 2024Q2: 2,088 shares; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares 2,088 $293K 0.05% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 155 shares; 2023Q3: 155 shares; 2023Q4: 155 shares; 2024Q1: 155 shares; 2024Q2: 155 shares; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares 155 $290K 0.05% 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; 2023Q2: 1,579 shares; 2023Q3: 1,564 shares; 2023Q4: 1,921 shares; 2024Q1: 2,064 shares; 2024Q2: 2,073 shares; 2024Q3: 2,061 shares; 2024Q4: 2,022 shares; 2025Q1: 1,990 shares 1,990 $289K 0.05% -32 Timeline 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; 2023Q2: 9,626 shares; 2023Q3: 9,042 shares; 2023Q4: 9,042 shares; 2024Q1: 8,753 shares; 2024Q2: 5,139 shares; 2024Q3: 4,465 shares; 2024Q4: 4,292 shares; 2025Q1: 4,229 shares 4,229 $287K 0.05% -63 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,688 shares 2,688 $283K 0.05% new 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; 2023Q2: 2,268 shares; 2023Q3: 2,078 shares; 2023Q4: 1,918 shares; 2024Q1: 1,593 shares; 2024Q2: 757 shares; 2024Q3: 730 shares; 2024Q4: 712 shares; 2025Q1: 1,007 shares 1,007 $277K 0.05% +295 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,500 shares; 2023Q3: 5,500 shares; 2023Q4: 5,500 shares; 2024Q1: 5,500 shares; 2024Q2: 5,500 shares; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares 5,500 $274K 0.05% 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; 2023Q2: 3,421 shares; 2023Q3: 3,421 shares; 2023Q4: 3,421 shares; 2024Q1: 2,895 shares; 2024Q2: 2,890 shares; 2024Q3: 2,890 shares; 2024Q4: 2,890 shares; 2025Q1: 2,890 shares 2,890 $268K 0.05% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,075 shares; 2023Q3: 5,767 shares; 2023Q4: 5,131 shares; 2024Q1: 5,082 shares; 2024Q2: 5,039 shares; 2024Q3: 4,976 shares; 2024Q4: 4,086 shares; 2025Q1: 3,913 shares 3,913 $265K 0.05% -173 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,933 shares; 2023Q3: 1,888 shares; 2023Q4: 1,887 shares; 2024Q1: 1,815 shares; 2024Q2: 798 shares; 2024Q3: 764 shares; 2024Q4: 752 shares; 2025Q1: 752 shares 752 $260K 0.05% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,049 shares; 2023Q3: 1,967 shares; 2023Q4: 2,103 shares; 2024Q1: 1,173 shares; 2024Q2: 1,314 shares; 2024Q3: 1,121 shares; 2024Q4: 931 shares; 2025Q1: 960 shares 960 $258K 0.05% +29 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,763 shares 1,763 $257K 0.05% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,998 shares 1,998 $256K 0.05% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,350 shares; 2023Q3: 2,621 shares; 2023Q4: 2,621 shares; 2024Q1: 2,621 shares; 2024Q2: 2,621 shares; 2024Q3: 2,621 shares; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares 2,621 $250K 0.04% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,106 shares; 2024Q2: 3,209 shares; 2024Q3: not reported; 2024Q4: 2,918 shares; 2025Q1: 3,157 shares 3,157 $247K 0.04% +239 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,082 shares; 2023Q3: 7,082 shares; 2023Q4: 7,082 shares; 2024Q1: 7,201 shares; 2024Q2: 7,174 shares; 2024Q3: 7,083 shares; 2024Q4: 7,053 shares; 2025Q1: 7,053 shares 7,053 $246K 0.04% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,463 shares; 2023Q3: 3,094 shares; 2023Q4: 3,092 shares; 2024Q1: 3,125 shares; 2024Q2: 3,073 shares; 2024Q3: 3,049 shares; 2024Q4: 3,039 shares; 2025Q1: 3,039 shares 3,039 $245K 0.04% 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; 2023Q2: 29,346 shares; 2023Q3: 30,945 shares; 2023Q4: 31,433 shares; 2024Q1: 2,442 shares; 2024Q2: 2,144 shares; 2024Q3: 2,034 shares; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares 2,001 $244K 0.04% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: 1,800 shares 1,800 $242K 0.04% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,911 shares; 2023Q3: 5,358 shares; 2023Q4: 4,723 shares; 2024Q1: 4,451 shares; 2024Q2: 4,403 shares; 2024Q3: 3,875 shares; 2024Q4: 3,935 shares; 2025Q1: 3,699 shares 3,699 $241K 0.04% -236 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,917 shares; 2025Q1: 1,706 shares 1,706 $241K 0.04% -211 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; 2023Q2: 9,810 shares; 2023Q3: 10,395 shares; 2023Q4: 11,051 shares; 2024Q1: 11,979 shares; 2024Q2: 11,553 shares; 2024Q3: 1,085 shares; 2024Q4: 832 shares; 2025Q1: 770 shares 770 $240K 0.04% -62 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,117 shares; 2023Q3: 1,183 shares; 2023Q4: 1,117 shares; 2024Q1: 1,206 shares; 2024Q2: 1,251 shares; 2024Q3: 985 shares; 2024Q4: 717 shares; 2025Q1: 717 shares 717 $236K 0.04% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,451 shares; 2023Q3: 6,451 shares; 2023Q4: 6,451 shares; 2024Q1: 6,451 shares; 2024Q2: 6,451 shares; 2024Q3: 6,451 shares; 2024Q4: 6,451 shares; 2025Q1: 6,451 shares 6,451 $235K 0.04% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,242 shares; 2024Q2: 928 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,134 shares 1,134 $234K 0.04% new 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; 2023Q2: 56,501 shares; 2023Q3: 63,462 shares; 2023Q4: 65,243 shares; 2024Q1: 55,505 shares; 2024Q2: 54,203 shares; 2024Q3: 4,458 shares; 2024Q4: 4,127 shares; 2025Q1: 3,248 shares 3,248 $233K 0.04% -879 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,591 shares; 2023Q3: 1,531 shares; 2023Q4: 1,371 shares; 2024Q1: 1,395 shares; 2024Q2: 1,395 shares; 2024Q3: 1,377 shares; 2024Q4: 1,371 shares; 2025Q1: 1,267 shares 1,267 $223K 0.04% -104 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,165 shares; 2023Q3: not reported; 2023Q4: 2,718 shares; 2024Q1: 2,647 shares; 2024Q2: 2,647 shares; 2024Q3: 2,637 shares; 2024Q4: 2,637 shares; 2025Q1: 2,637 shares 2,637 $220K 0.04% 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; 2023Q2: 3,053 shares; 2023Q3: 2,400 shares; 2023Q4: 2,371 shares; 2024Q1: 1,866 shares; 2024Q2: 901 shares; 2024Q3: 871 shares; 2024Q4: 854 shares; 2025Q1: 858 shares 858 $213K 0.04% +4 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 265 shares 265 $211K 0.04% +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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,707 shares 1,707 $208K 0.04% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,400 shares; 2023Q3: 11,445 shares; 2023Q4: 11,728 shares; 2024Q1: 12,700 shares; 2024Q2: 11,992 shares; 2024Q3: 11,961 shares; 2024Q4: 945 shares; 2025Q1: 307 shares 307 $207K 0.04% -638 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,047 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 843 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 734 shares 734 $204K 0.04% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,774 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,884 shares; 2024Q4: not reported; 2025Q1: 6,490 shares 6,490 $201K 0.04% new 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; 2023Q2: 9,623 shares; 2023Q3: 8,626 shares; 2023Q4: 7,986 shares; 2024Q1: 6,652 shares; 2024Q2: 4,834 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,283 shares 3,283 $200K 0.04% new Timeline