AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 118,760 shares; 2025Q1: 115,167 shares; 2025Q2: 116,636 shares; 2025Q3: 118,303 shares; 2025Q4: 129,233 shares; 2026Q1: 130,018 shares; 2026Q2: 130,429 shares 130,429 $37.7M 5.52% +411 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 107,734 shares; 2025Q1: 109,257 shares; 2025Q2: 114,318 shares; 2025Q3: 116,792 shares; 2025Q4: 123,404 shares; 2026Q1: 124,957 shares; 2026Q2: 125,705 shares 125,705 $30M 4.38% +748 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,801 shares; 2025Q1: 95,817 shares; 2025Q2: 124,482 shares; 2025Q3: 128,467 shares; 2025Q4: 142,216 shares; 2026Q1: 145,493 shares; 2026Q2: 146,435 shares 146,435 $29.3M 4.29% +942 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 78,120 shares; 2025Q1: 77,174 shares; 2025Q2: 79,695 shares; 2025Q3: 78,947 shares; 2025Q4: 79,953 shares; 2026Q1: 76,214 shares; 2026Q2: 75,177 shares 75,177 $26.9M 3.93% -1,037 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61,922 shares; 2025Q1: 63,100 shares; 2025Q2: 66,345 shares; 2025Q3: 67,412 shares; 2025Q4: 71,749 shares; 2026Q1: 71,455 shares; 2026Q2: 71,131 shares 71,131 $26.5M 3.88% -324 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,541 shares; 2025Q1: 68,948 shares; 2025Q2: 68,874 shares; 2025Q3: 68,009 shares; 2025Q4: 69,618 shares; 2026Q1: 64,389 shares; 2026Q2: 267,337 shares 267,337 $21.5M 3.15% +202,948 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,562 shares; 2025Q1: 61,450 shares; 2025Q2: 62,816 shares; 2025Q3: 62,037 shares; 2025Q4: 64,653 shares; 2026Q1: 63,068 shares; 2026Q2: 63,141 shares 63,141 $20.7M 3.02% +73 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,747 shares; 2025Q1: 48,042 shares; 2025Q2: 49,952 shares; 2025Q3: 51,094 shares; 2025Q4: 55,730 shares; 2026Q1: 56,109 shares; 2026Q2: 56,098 shares 56,098 $19.8M 2.9% -11 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 131,754 shares; 2025Q1: 128,665 shares; 2025Q2: 127,202 shares; 2025Q3: 121,205 shares; 2025Q4: 129,411 shares; 2026Q1: 129,831 shares; 2026Q2: 132,558 shares 132,558 $19.7M 2.88% +2,727 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,533 shares; 2025Q1: 57,161 shares; 2025Q2: 55,832 shares; 2025Q3: 57,334 shares; 2025Q4: 60,785 shares; 2026Q1: 59,575 shares; 2026Q2: 62,242 shares 62,242 $18.9M 2.76% +2,667 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,179 shares; 2025Q1: 8,606 shares; 2025Q2: 14,542 shares; 2025Q3: 27,981 shares; 2025Q4: 24,621 shares; 2026Q1: 25,042 shares; 2026Q2: 25,138 shares 25,138 $18.8M 2.75% +96 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,374 shares; 2025Q1: 8,806 shares; 2025Q2: 10,108 shares; 2025Q3: 12,286 shares; 2025Q4: 14,028 shares; 2026Q1: 17,327 shares; 2026Q2: 23,936 shares 23,936 $16.4M 2.41% +6,609 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,168 shares; 2025Q1: 8,988 shares; 2025Q2: 10,403 shares; 2025Q3: 12,523 shares; 2025Q4: 13,281 shares; 2026Q1: 13,106 shares; 2026Q2: 13,162 shares 13,162 $15.8M 2.31% +56 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,148 shares; 2025Q1: 21,260 shares; 2025Q2: 25,925 shares; 2025Q3: 25,576 shares; 2025Q4: 35,505 shares; 2026Q1: 35,681 shares; 2026Q2: 37,212 shares 37,212 $13.8M 2.02% +1,531 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,892 shares; 2025Q1: 58,605 shares; 2025Q2: 56,903 shares; 2025Q3: 70,408 shares; 2025Q4: 97,552 shares; 2026Q1: 142,143 shares; 2026Q2: 177,947 shares 177,947 $12.7M 1.86% +35,804 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,906 shares; 2025Q1: 44,078 shares; 2025Q2: 46,771 shares; 2025Q3: 48,071 shares; 2025Q4: 49,920 shares; 2026Q1: 49,534 shares; 2026Q2: 49,282 shares 49,282 $12.4M 1.81% -252 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,566 shares; 2025Q1: 11,884 shares; 2025Q2: 13,853 shares; 2025Q3: 16,343 shares; 2025Q4: 19,030 shares; 2026Q1: 21,336 shares; 2026Q2: 21,677 shares 21,677 $12.2M 1.79% +341 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,658 shares; 2025Q1: 14,047 shares; 2025Q2: 14,948 shares; 2025Q3: 16,273 shares; 2025Q4: 18,230 shares; 2026Q1: 22,250 shares; 2026Q2: 22,670 shares 22,670 $11.3M 1.66% +420 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,175 shares; 2025Q1: 16,564 shares; 2025Q2: 17,837 shares; 2025Q3: 19,369 shares; 2025Q4: 20,418 shares; 2026Q1: 20,576 shares; 2026Q2: 20,574 shares 20,574 $10.6M 1.55% -2 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 95,713 shares; 2025Q1: 96,830 shares; 2025Q2: 97,196 shares; 2025Q3: 93,015 shares; 2025Q4: 93,220 shares; 2026Q1: 83,266 shares; 2026Q2: 80,974 shares 80,974 $9.53M 1.39% -2,292 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,016 shares; 2025Q1: 38,656 shares; 2025Q2: 47,716 shares; 2025Q3: 76,747 shares; 2025Q4: 74,223 shares; 2026Q1: 89,032 shares; 2026Q2: 107,355 shares 107,355 $8.99M 1.32% +18,323 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,282 shares; 2025Q1: 29,413 shares; 2025Q2: 35,843 shares; 2025Q3: 41,836 shares; 2025Q4: 44,210 shares; 2026Q1: 46,082 shares; 2026Q2: 46,912 shares 46,912 $8.9M 1.3% +830 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 84,544 shares; 2025Q1: 131,932 shares; 2025Q2: 144,662 shares; 2025Q3: 182,212 shares; 2025Q4: 196,151 shares; 2026Q1: 216,602 shares; 2026Q2: 290,045 shares 290,045 $8.7M 1.27% +73,443 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,534 shares; 2025Q1: 30,895 shares; 2025Q2: 30,398 shares; 2025Q3: 32,224 shares; 2025Q4: 31,814 shares; 2026Q1: 28,612 shares; 2026Q2: 28,855 shares 28,855 $8.67M 1.27% +243 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,916 shares; 2025Q1: 63,842 shares; 2025Q2: 69,985 shares; 2025Q3: 75,377 shares; 2025Q4: 86,060 shares; 2026Q1: 88,139 shares; 2026Q2: 91,184 shares 91,184 $8M 1.17% +3,045 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,998 shares; 2025Q1: 31,007 shares; 2025Q2: 35,341 shares; 2025Q3: 41,310 shares; 2025Q4: 45,780 shares; 2026Q1: 47,754 shares; 2026Q2: 47,872 shares 47,872 $7.25M 1.06% +118 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 84,463 shares; 2025Q1: 84,099 shares; 2025Q2: 85,348 shares; 2025Q3: 84,912 shares; 2025Q4: 87,460 shares; 2026Q1: 82,389 shares; 2026Q2: 77,627 shares 77,627 $7.04M 1.03% -4,762 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,330 shares; 2025Q1: 18,962 shares; 2025Q2: 23,516 shares; 2025Q3: 27,043 shares; 2025Q4: 28,757 shares; 2026Q1: 29,708 shares; 2026Q2: 29,988 shares 29,988 $6.68M 0.98% +280 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,860 shares; 2025Q1: 2,347 shares; 2025Q2: 3,300 shares; 2025Q3: 3,359 shares; 2025Q4: 7,259 shares; 2026Q1: 7,855 shares; 2026Q2: 8,589 shares 8,589 $6.43M 0.94% +734 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,242 shares; 2025Q1: 17,383 shares; 2025Q2: 23,113 shares; 2025Q3: 30,824 shares; 2025Q4: 39,465 shares; 2026Q1: 43,384 shares; 2026Q2: 44,908 shares 44,908 $6.08M 0.89% +1,524 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,930 shares; 2025Q4: 11,296 shares; 2026Q1: 13,428 shares; 2026Q2: 14,227 shares 14,227 $6.06M 0.89% +799 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,186 shares 39,186 $5.36M 0.78% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,149 shares; 2025Q1: 4,499 shares; 2025Q2: 6,431 shares; 2025Q3: 8,034 shares; 2025Q4: 8,132 shares; 2026Q1: 9,545 shares; 2026Q2: 10,042 shares 10,042 $5.21M 0.76% +497 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,368 shares; 2025Q1: 6,806 shares; 2025Q2: 8,722 shares; 2025Q3: 11,743 shares; 2025Q4: 12,499 shares; 2026Q1: 14,419 shares; 2026Q2: 16,023 shares 16,023 $5.04M 0.74% +1,604 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,495 shares; 2026Q2: 13,145 shares 13,145 $4.93M 0.72% +1,650 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,075 shares; 2025Q1: not reported; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 4,618 shares; 2026Q1: 4,001 shares; 2026Q2: 27,050 shares 27,050 $4.77M 0.7% +23,049 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,948 shares; 2026Q1: 147,832 shares; 2026Q2: 154,554 shares 154,554 $4.62M 0.68% +6,722 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,026 shares; 2025Q1: 23,011 shares; 2025Q2: 21,132 shares; 2025Q3: 17,702 shares; 2025Q4: 17,644 shares; 2026Q1: 17,099 shares; 2026Q2: 16,795 shares 16,795 $4.27M 0.62% -304 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,140 shares; 2025Q1: 36,719 shares; 2025Q2: 42,570 shares; 2025Q3: 49,327 shares; 2025Q4: 60,834 shares; 2026Q1: 74,712 shares; 2026Q2: 77,176 shares 77,176 $4.14M 0.61% +2,464 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; 2024Q3: not loaded; 2024Q4: 11,501 shares; 2025Q1: 15,519 shares; 2025Q2: 19,385 shares; 2025Q3: 25,240 shares; 2025Q4: 22,162 shares; 2026Q1: 23,619 shares; 2026Q2: 23,524 shares 23,524 $3.95M 0.58% -95 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,714 shares; 2025Q1: 16,737 shares; 2025Q2: 16,616 shares; 2025Q3: 15,540 shares; 2025Q4: 16,416 shares; 2026Q1: 16,034 shares; 2026Q2: 14,472 shares 14,472 $3.91M 0.57% -1,562 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,165 shares; 2026Q2: 2,798 shares 2,798 $3.87M 0.57% +633 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,377 shares; 2025Q1: 25,849 shares; 2025Q2: 24,711 shares; 2025Q3: 23,428 shares; 2025Q4: 24,031 shares; 2026Q1: 22,824 shares; 2026Q2: 19,681 shares 19,681 $3.75M 0.55% -3,143 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,663 shares 65,663 $3.74M 0.55% 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,474 shares 16,474 $3.69M 0.54% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,474 shares 16,474 $3.64M 0.53% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,649 shares; 2025Q1: 2,164 shares; 2025Q2: 2,100 shares; 2025Q3: 7,236 shares; 2025Q4: 7,236 shares; 2026Q1: 7,236 shares; 2026Q2: 28,943 shares 28,943 $3.59M 0.53% +21,707 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,002 shares; 2025Q1: 34,569 shares; 2025Q2: 33,400 shares; 2025Q3: 28,874 shares; 2025Q4: 28,855 shares; 2026Q1: 25,617 shares; 2026Q2: 24,236 shares 24,236 $3.55M 0.52% -1,381 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 396 shares; 2025Q1: 393 shares; 2025Q2: 6,747 shares; 2025Q3: 11,279 shares; 2025Q4: 23,387 shares; 2026Q1: 36,856 shares; 2026Q2: 38,567 shares 38,567 $3.55M 0.52% +1,711 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,495 shares; 2025Q1: 11,986 shares; 2025Q2: 14,265 shares; 2025Q3: 16,087 shares; 2025Q4: 15,346 shares; 2026Q1: 16,405 shares; 2026Q2: 16,676 shares 16,676 $3.55M 0.52% +271 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,956 shares; 2025Q1: 16,517 shares; 2025Q2: 14,115 shares; 2025Q3: 13,669 shares; 2025Q4: 13,520 shares; 2026Q1: 13,357 shares; 2026Q2: 13,050 shares 13,050 $3.53M 0.52% -307 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,380 shares; 2025Q1: 46,052 shares; 2025Q2: 39,819 shares; 2025Q3: 30,486 shares; 2025Q4: 28,913 shares; 2026Q1: 26,963 shares; 2026Q2: 26,244 shares 26,244 $3.37M 0.49% -719 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,297 shares; 2025Q1: 4,334 shares; 2025Q2: 3,985 shares; 2025Q3: 3,478 shares; 2025Q4: 3,647 shares; 2026Q1: 3,369 shares; 2026Q2: 3,451 shares 3,451 $3.23M 0.47% +82 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,701 shares; 2025Q1: 21,365 shares; 2025Q2: 25,659 shares; 2025Q3: 33,065 shares; 2025Q4: 37,943 shares; 2026Q1: 40,250 shares; 2026Q2: 40,696 shares 40,696 $3.21M 0.47% +446 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,008 shares; 2025Q1: 34,336 shares; 2025Q2: 33,310 shares; 2025Q3: 28,979 shares; 2025Q4: 29,056 shares; 2026Q1: 27,508 shares; 2026Q2: 27,283 shares 27,283 $3.2M 0.47% -225 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; 2024Q3: not loaded; 2024Q4: 24,224 shares; 2025Q1: 24,078 shares; 2025Q2: 23,807 shares; 2025Q3: 27,274 shares; 2025Q4: 35,527 shares; 2026Q1: 51,002 shares; 2026Q2: 54,804 shares 54,804 $3.17M 0.46% +3,802 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,268 shares; 2025Q1: 51,203 shares; 2025Q2: 49,909 shares; 2025Q3: 49,409 shares; 2025Q4: 50,834 shares; 2026Q1: 47,209 shares; 2026Q2: 51,357 shares 51,357 $3.07M 0.45% +4,148 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,078 shares; 2025Q1: 11,627 shares; 2025Q2: 9,879 shares; 2025Q3: 9,341 shares; 2025Q4: 9,651 shares; 2026Q1: 8,757 shares; 2026Q2: 8,795 shares 8,795 $3.02M 0.44% +38 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; 2024Q3: not loaded; 2024Q4: 25,116 shares; 2025Q1: 22,306 shares; 2025Q2: 20,342 shares; 2025Q3: 16,736 shares; 2025Q4: 15,682 shares; 2026Q1: 13,688 shares; 2026Q2: 13,149 shares 13,149 $2.9M 0.42% -539 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,031 shares; 2025Q1: 13,711 shares; 2025Q2: 12,711 shares; 2025Q3: 12,257 shares; 2025Q4: 12,511 shares; 2026Q1: 12,557 shares; 2026Q2: 12,193 shares 12,193 $2.89M 0.42% -364 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,126 shares 24,126 $2.7M 0.4% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,992 shares; 2026Q1: 27,197 shares; 2026Q2: 27,588 shares 27,588 $2.66M 0.39% +391 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,061 shares; 2025Q3: 5,036 shares; 2025Q4: 4,809 shares; 2026Q1: 4,883 shares; 2026Q2: 4,558 shares 4,558 $2.65M 0.39% -325 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,739 shares; 2025Q1: 33,865 shares; 2025Q2: 37,230 shares; 2025Q3: 36,225 shares; 2025Q4: 25,510 shares; 2026Q1: 26,503 shares; 2026Q2: 26,368 shares 26,368 $2.55M 0.37% -135 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,576 shares; 2025Q1: 2,576 shares; 2025Q2: 2,576 shares; 2025Q3: 2,576 shares; 2025Q4: 3,411 shares; 2026Q1: 7,316 shares; 2026Q2: 7,409 shares 7,409 $2.55M 0.37% +93 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,606 shares; 2025Q1: 15,175 shares; 2025Q2: 12,896 shares; 2025Q3: 10,281 shares; 2025Q4: 9,958 shares; 2026Q1: 9,373 shares; 2026Q2: 9,235 shares 9,235 $2.51M 0.37% -138 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,775 shares; 2025Q1: 20,700 shares; 2025Q2: 21,786 shares; 2025Q3: 22,334 shares; 2025Q4: 20,168 shares; 2026Q1: 17,292 shares; 2026Q2: 14,455 shares 14,455 $2.41M 0.35% -2,837 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,822 shares; 2026Q1: 12,554 shares; 2026Q2: 12,476 shares 12,476 $2.37M 0.35% -78 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,738 shares; 2025Q1: 7,962 shares; 2025Q2: 8,113 shares; 2025Q3: 9,628 shares; 2025Q4: 21,785 shares; 2026Q1: 26,993 shares; 2026Q2: 30,353 shares 30,353 $2.34M 0.34% +3,360 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,581 shares; 2025Q3: 7,581 shares; 2025Q4: 7,581 shares; 2026Q1: 7,607 shares; 2026Q2: 7,360 shares 7,360 $2.19M 0.32% -247 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,515 shares; 2025Q4: 23,563 shares; 2026Q1: 27,502 shares; 2026Q2: 27,737 shares 27,737 $2.19M 0.32% +235 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,226 shares; 2025Q1: 2,256 shares; 2025Q2: 2,001 shares; 2025Q3: 8,833 shares; 2025Q4: 8,833 shares; 2026Q1: 8,833 shares; 2026Q2: 8,833 shares 8,833 $2.14M 0.31% 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; 2024Q3: not loaded; 2024Q4: 3,500 shares; 2025Q1: 2,260 shares; 2025Q2: 2,207 shares; 2025Q3: 2,103 shares; 2025Q4: 2,063 shares; 2026Q1: 2,015 shares; 2026Q2: 2,007 shares 2,007 $1.96M 0.29% -8 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,828 shares; 2025Q1: 9,155 shares; 2025Q2: 7,272 shares; 2025Q3: 5,607 shares; 2025Q4: 5,569 shares; 2026Q1: 4,424 shares; 2026Q2: 4,404 shares 4,404 $1.9M 0.28% -20 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,677 shares; 2025Q3: 5,901 shares; 2025Q4: 4,675 shares; 2026Q1: 6,080 shares; 2026Q2: 6,147 shares 6,147 $1.8M 0.26% +67 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,899 shares; 2025Q1: 22,566 shares; 2025Q2: 19,871 shares; 2025Q3: 15,861 shares; 2025Q4: 13,814 shares; 2026Q1: 11,370 shares; 2026Q2: 10,874 shares 10,874 $1.78M 0.26% -496 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,388 shares; 2025Q1: 2,303 shares; 2025Q2: 2,078 shares; 2025Q3: 1,971 shares; 2025Q4: 1,934 shares; 2026Q1: 1,771 shares; 2026Q2: 1,748 shares 1,748 $1.77M 0.26% -23 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,314 shares; 2025Q3: 5,228 shares; 2025Q4: 5,228 shares; 2026Q1: 5,240 shares; 2026Q2: 5,092 shares 5,092 $1.7M 0.25% -148 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,083 shares; 2025Q1: 9,290 shares; 2025Q2: 8,715 shares; 2025Q3: 6,478 shares; 2025Q4: 6,327 shares; 2026Q1: 6,125 shares; 2026Q2: 6,080 shares 6,080 $1.64M 0.24% -45 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,021 shares; 2025Q1: 25,312 shares; 2025Q2: 21,775 shares; 2025Q3: 18,872 shares; 2025Q4: 18,502 shares; 2026Q1: 17,302 shares; 2026Q2: 17,662 shares 17,662 $1.61M 0.24% +360 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,556 shares 15,556 $1.56M 0.23% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,378 shares; 2025Q1: 14,322 shares; 2025Q2: 13,540 shares; 2025Q3: 11,151 shares; 2025Q4: 10,065 shares; 2026Q1: 9,406 shares; 2026Q2: 9,326 shares 9,326 $1.55M 0.23% -80 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,722 shares; 2025Q1: 17,760 shares; 2025Q2: 17,522 shares; 2025Q3: 16,448 shares; 2025Q4: 15,378 shares; 2026Q1: 13,359 shares; 2026Q2: 12,444 shares 12,444 $1.53M 0.22% -915 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,744 shares; 2025Q4: 33,698 shares; 2026Q1: 37,878 shares; 2026Q2: 28,695 shares 28,695 $1.45M 0.21% -9,183 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,107 shares; 2025Q3: 5,823 shares; 2025Q4: 5,831 shares; 2026Q1: 5,843 shares; 2026Q2: 5,843 shares 5,843 $1.43M 0.21% 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; 2024Q3: not loaded; 2024Q4: 31,643 shares; 2025Q1: 29,954 shares; 2025Q2: 25,744 shares; 2025Q3: 18,815 shares; 2025Q4: 16,503 shares; 2026Q1: 15,830 shares; 2026Q2: 15,755 shares 15,755 $1.37M 0.2% -75 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; 2024Q3: not loaded; 2024Q4: 1,979 shares; 2025Q1: 1,979 shares; 2025Q2: 1,979 shares; 2025Q3: 1,944 shares; 2025Q4: 1,941 shares; 2026Q1: 1,941 shares; 2026Q2: 1,941 shares 1,941 $1.37M 0.2% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,139 shares; 2025Q3: 12,939 shares; 2025Q4: 17,574 shares; 2026Q1: 28,394 shares; 2026Q2: 26,164 shares 26,164 $1.32M 0.19% -2,230 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,705 shares; 2025Q1: 15,527 shares; 2025Q2: 12,730 shares; 2025Q3: 11,392 shares; 2025Q4: 11,268 shares; 2026Q1: 10,671 shares; 2026Q2: 10,445 shares 10,445 $1.32M 0.19% -226 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,011 shares; 2025Q1: 5,411 shares; 2025Q2: 5,028 shares; 2025Q3: 4,762 shares; 2025Q4: 4,844 shares; 2026Q1: 3,991 shares; 2026Q2: 3,782 shares 3,782 $1.3M 0.19% -209 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,918 shares; 2025Q1: 22,058 shares; 2025Q2: 22,058 shares; 2025Q3: 21,795 shares; 2025Q4: 19,765 shares; 2026Q1: 17,425 shares; 2026Q2: 17,425 shares 17,425 $1.28M 0.19% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,299 shares; 2025Q1: 5,779 shares; 2025Q2: 5,827 shares; 2025Q3: 5,839 shares; 2025Q4: 5,779 shares; 2026Q1: 5,794 shares; 2026Q2: 5,789 shares 5,789 $1.23M 0.18% -5 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,906 shares; 2025Q1: 25,062 shares; 2025Q2: 23,370 shares; 2025Q3: 23,133 shares; 2025Q4: 22,786 shares; 2026Q1: 19,517 shares; 2026Q2: 21,367 shares 21,367 $1.21M 0.18% +1,850 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,759 shares; 2025Q1: 12,217 shares; 2025Q2: 12,217 shares; 2025Q3: 11,952 shares; 2025Q4: 11,701 shares; 2026Q1: 9,935 shares; 2026Q2: 8,216 shares 8,216 $1.2M 0.18% -1,719 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,590 shares; 2025Q1: 6,979 shares; 2025Q2: 5,973 shares; 2025Q3: 5,274 shares; 2025Q4: 5,246 shares; 2026Q1: 4,840 shares; 2026Q2: 4,824 shares 4,824 $1.15M 0.17% -16 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,419 shares; 2026Q1: 6,419 shares; 2026Q2: 6,435 shares 6,435 $1.09M 0.16% +16 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,580 shares; 2025Q1: 4,959 shares; 2025Q2: 4,734 shares; 2025Q3: 9,934 shares; 2025Q4: 9,934 shares; 2026Q1: 9,473 shares; 2026Q2: 9,473 shares 9,473 $1.05M 0.15% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,080 shares; 2025Q1: 4,159 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,110 shares; 2026Q1: 4,110 shares; 2026Q2: 4,078 shares 4,078 $1M 0.15% -32 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,375 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 2,591 shares; 2025Q4: 5,006 shares; 2026Q1: 5,006 shares; 2026Q2: 5,016 shares 5,016 $956K 0.14% +10 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,047 shares; 2025Q1: 4,257 shares; 2025Q2: 3,942 shares; 2025Q3: 3,327 shares; 2025Q4: 3,778 shares; 2026Q1: 3,553 shares; 2026Q2: 3,393 shares 3,393 $945K 0.14% -160 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 845 shares; 2026Q1: 845 shares; 2026Q2: 851 shares 851 $906K 0.13% +6 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,526 shares; 2025Q1: 14,139 shares; 2025Q2: 12,432 shares; 2025Q3: 8,322 shares; 2025Q4: 8,281 shares; 2026Q1: 6,948 shares; 2026Q2: 6,428 shares 6,428 $870K 0.13% -520 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,589 shares; 2025Q1: 12,944 shares; 2025Q2: 11,713 shares; 2025Q3: 11,393 shares; 2025Q4: 10,878 shares; 2026Q1: 9,684 shares; 2026Q2: 8,962 shares 8,962 $863K 0.13% -722 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 470 shares; 2025Q4: 879 shares; 2026Q1: 981 shares; 2026Q2: 9,896 shares 9,896 $852K 0.12% +8,915 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,783 shares; 2025Q1: 17,271 shares; 2025Q2: 17,447 shares; 2025Q3: 17,157 shares; 2025Q4: 17,157 shares; 2026Q1: 19,312 shares; 2026Q2: 30,042 shares 30,042 $832K 0.12% +10,730 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 972 shares; 2026Q1: 1,092 shares; 2026Q2: 1,116 shares 1,116 $822K 0.12% +24 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,844 shares; 2025Q1: 1,637 shares; 2025Q2: 1,555 shares; 2025Q3: 1,444 shares; 2025Q4: 1,436 shares; 2026Q1: 1,391 shares; 2026Q2: 1,399 shares 1,399 $807K 0.12% +8 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,856 shares; 2025Q1: 13,561 shares; 2025Q2: 11,812 shares; 2025Q3: 8,988 shares; 2025Q4: 8,062 shares; 2026Q1: 6,859 shares; 2026Q2: 6,859 shares 6,859 $801K 0.12% 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; 2024Q3: not loaded; 2024Q4: 2,042 shares; 2025Q1: 2,042 shares; 2025Q2: 1,508 shares; 2025Q3: 1,548 shares; 2025Q4: 2,257 shares; 2026Q1: 2,328 shares; 2026Q2: 2,332 shares 2,332 $795K 0.12% +4 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,426 shares; 2025Q1: 2,026 shares; 2025Q2: 1,742 shares; 2025Q3: 1,713 shares; 2025Q4: 2,109 shares; 2026Q1: 1,847 shares; 2026Q2: 1,870 shares 1,870 $743K 0.11% +23 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,659 shares; 2025Q1: 6,810 shares; 2025Q2: 6,810 shares; 2025Q3: 6,650 shares; 2025Q4: 8,923 shares; 2026Q1: 8,962 shares; 2026Q2: 9,128 shares 9,128 $742K 0.11% +166 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,114 shares; 2025Q1: 10,410 shares; 2025Q2: 11,397 shares; 2025Q3: 12,354 shares; 2025Q4: 12,185 shares; 2026Q1: 12,562 shares; 2026Q2: 1,981 shares 1,981 $699K 0.1% -10,581 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 728 shares; 2025Q4: 1,811 shares; 2026Q1: 1,620 shares; 2026Q2: 1,822 shares 1,822 $688K 0.1% +202 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,888 shares; 2025Q1: 1,828 shares; 2025Q2: 2,962 shares; 2025Q3: 2,552 shares; 2025Q4: 3,662 shares; 2026Q1: 3,489 shares; 2026Q2: 3,034 shares 3,034 $669K 0.1% -455 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,020 shares; 2026Q1: 8,450 shares; 2026Q2: 8,460 shares 8,460 $659K 0.1% +10 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; 2024Q3: not loaded; 2024Q4: 6,998 shares; 2025Q1: 5,853 shares; 2025Q2: 4,051 shares; 2025Q3: 3,302 shares; 2025Q4: 3,259 shares; 2026Q1: 2,929 shares; 2026Q2: 2,685 shares 2,685 $609K 0.09% -244 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; 2024Q3: not loaded; 2024Q4: 976 shares; 2025Q1: 938 shares; 2025Q2: 793 shares; 2025Q3: 665 shares; 2025Q4: 1,313 shares; 2026Q1: 1,239 shares; 2026Q2: 1,214 shares 1,214 $609K 0.09% -25 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,990 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: 2,290 shares; 2026Q2: 2,406 shares 2,406 $585K 0.09% +116 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,500 shares; 2025Q1: 3,457 shares; 2025Q2: 3,310 shares; 2025Q3: 3,149 shares; 2025Q4: 3,116 shares; 2026Q1: 2,200 shares; 2026Q2: 2,051 shares 2,051 $577K 0.08% -149 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,466 shares; 2025Q1: 9,281 shares; 2025Q2: 10,379 shares; 2025Q3: 11,428 shares; 2025Q4: 9,880 shares; 2026Q1: 1,770 shares; 2026Q2: 1,675 shares 1,675 $567K 0.08% -95 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 929 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 1,485 shares; 2026Q1: 1,472 shares; 2026Q2: 1,541 shares 1,541 $558K 0.08% +69 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,988 shares; 2025Q1: 11,988 shares; 2025Q2: 12,054 shares; 2025Q3: 12,054 shares; 2025Q4: 12,255 shares; 2026Q1: 12,255 shares; 2026Q2: 18,911 shares 18,911 $557K 0.08% +6,656 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,420 shares; 2025Q1: 1,396 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares; 2026Q2: 1,485 shares 1,485 $547K 0.08% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,622 shares; 2026Q1: 5,622 shares; 2026Q2: 5,624 shares 5,624 $537K 0.08% +2 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,030 shares; 2025Q3: 2,485 shares; 2025Q4: 2,674 shares; 2026Q1: 2,551 shares; 2026Q2: 2,551 shares 2,551 $533K 0.08% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,045 shares 4,045 $517K 0.08% new 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; 2024Q3: not loaded; 2024Q4: 12,080 shares; 2025Q1: 8,883 shares; 2025Q2: 7,339 shares; 2025Q3: 7,339 shares; 2025Q4: 7,039 shares; 2026Q1: 5,587 shares; 2026Q2: 5,589 shares 5,589 $516K 0.08% +2 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,900 shares 15,900 $504K 0.07% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,164 shares; 2025Q1: 4,064 shares; 2025Q2: 3,514 shares; 2025Q3: 3,374 shares; 2025Q4: 5,245 shares; 2026Q1: 4,604 shares; 2026Q2: 4,295 shares 4,295 $486K 0.07% -309 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 379 shares 379 $484K 0.07% -1 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,475 shares; 2026Q1: 8,475 shares; 2026Q2: 9,035 shares 9,035 $474K 0.07% +560 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,230 shares; 2025Q1: 7,230 shares; 2025Q2: 6,670 shares; 2025Q3: 5,950 shares; 2025Q4: 6,953 shares; 2026Q1: 5,699 shares; 2026Q2: 4,599 shares 4,599 $470K 0.07% -1,100 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,832 shares; 2026Q1: 8,712 shares; 2026Q2: 8,712 shares 8,712 $467K 0.07% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,576 shares; 2025Q1: 5,197 shares; 2025Q2: 4,065 shares; 2025Q3: 2,033 shares; 2025Q4: 2,017 shares; 2026Q1: 1,729 shares; 2026Q2: 1,604 shares 1,604 $466K 0.07% -125 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; 2024Q3: not loaded; 2024Q4: 7,869 shares; 2025Q1: 6,267 shares; 2025Q2: 3,905 shares; 2025Q3: 3,206 shares; 2025Q4: 3,055 shares; 2026Q1: 3,055 shares; 2026Q2: 2,294 shares 2,294 $462K 0.07% -761 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,355 shares; 2025Q1: 13,246 shares; 2025Q2: 10,609 shares; 2025Q3: 8,487 shares; 2025Q4: 11,412 shares; 2026Q1: 11,072 shares; 2026Q2: 10,813 shares 10,813 $461K 0.07% -259 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 303 shares; 2025Q1: 306 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 7,636 shares; 2026Q1: 7,636 shares; 2026Q2: 6,218 shares 6,218 $444K 0.06% -1,418 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares; 2025Q2: 1,724 shares; 2025Q3: 1,613 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares; 2026Q2: 1,617 shares 1,617 $435K 0.06% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 441 shares; 2025Q3: 616 shares; 2025Q4: 442 shares; 2026Q1: 165 shares; 2026Q2: 134 shares 134 $428K 0.06% -31 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,156 shares; 2025Q1: 2,524 shares; 2025Q2: 2,110 shares; 2025Q3: 1,605 shares; 2025Q4: 1,520 shares; 2026Q1: 1,328 shares; 2026Q2: 1,435 shares 1,435 $428K 0.06% +107 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96,538 shares; 2025Q1: 71,309 shares; 2025Q2: 54,673 shares; 2025Q3: 38,127 shares; 2025Q4: 28,466 shares; 2026Q1: 19,640 shares; 2026Q2: 16,096 shares 16,096 $427K 0.06% -3,544 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,109 shares; 2025Q4: 3,999 shares; 2026Q1: 3,999 shares; 2026Q2: 3,999 shares 3,999 $415K 0.06% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,407 shares; 2025Q1: 5,172 shares; 2025Q2: 3,628 shares; 2025Q3: 2,682 shares; 2025Q4: 2,702 shares; 2026Q1: 2,383 shares; 2026Q2: 2,243 shares 2,243 $414K 0.06% -140 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,764 shares; 2025Q1: 4,964 shares; 2025Q2: 9,928 shares; 2025Q3: 8,428 shares; 2025Q4: 8,762 shares; 2026Q1: 8,446 shares; 2026Q2: 8,446 shares 8,446 $406K 0.06% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,293 shares; 2026Q1: 4,293 shares; 2026Q2: 4,814 shares 4,814 $399K 0.06% +521 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,508 shares; 2025Q2: 55,145 shares; 2025Q3: 26,904 shares; 2025Q4: 4,441 shares; 2026Q1: 19,332 shares; 2026Q2: 3,898 shares 3,898 $392K 0.06% -15,434 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,600 shares 15,600 $377K 0.06% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,761 shares; 2025Q4: 4,544 shares; 2026Q1: 5,344 shares; 2026Q2: 6,276 shares 6,276 $362K 0.05% +932 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $360K 0.05% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares; 2026Q2: 1,940 shares 1,940 $359K 0.05% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,239 shares; 2025Q3: 1,039 shares; 2025Q4: 1,055 shares; 2026Q1: 1,051 shares; 2026Q2: 1,051 shares 1,051 $356K 0.05% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 623 shares; 2025Q1: 598 shares; 2025Q2: 569 shares; 2025Q3: 506 shares; 2025Q4: 504 shares; 2026Q1: 447 shares; 2026Q2: 369 shares 369 $355K 0.05% -78 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,340 shares; 2025Q3: 1,250 shares; 2025Q4: 1,240 shares; 2026Q1: 1,077 shares; 2026Q2: 1,022 shares 1,022 $348K 0.05% -55 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 622 shares; 2025Q1: 608 shares; 2025Q2: 437 shares; 2025Q3: 359 shares; 2025Q4: 325 shares; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $330K 0.05% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,914 shares 1,914 $327K 0.05% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 530 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 514 shares; 2026Q1: 514 shares; 2026Q2: 515 shares 515 $327K 0.05% +1 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $320K 0.05% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,214 shares; 2025Q1: 13,094 shares; 2025Q2: 12,531 shares; 2025Q3: 8,857 shares; 2025Q4: 5,042 shares; 2026Q1: 4,707 shares; 2026Q2: 4,425 shares 4,425 $317K 0.05% -282 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,675 shares; 2025Q1: 2,575 shares; 2025Q2: 1,475 shares; 2025Q3: 1,375 shares; 2025Q4: 1,895 shares; 2026Q1: 2,020 shares; 2026Q2: 2,020 shares 2,020 $306K 0.04% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,518 shares; 2025Q1: 2,436 shares; 2025Q2: 2,158 shares; 2025Q3: 1,765 shares; 2025Q4: 1,583 shares; 2026Q1: 681 shares; 2026Q2: 749 shares 749 $305K 0.04% +68 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 614 shares; 2026Q2: 623 shares 623 $298K 0.04% +9 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $297K 0.04% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,520 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares; 2026Q1: 1,636 shares; 2026Q2: 1,636 shares 1,636 $292K 0.04% 0 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; 2024Q3: not loaded; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares; 2026Q2: 1,820 shares 1,820 $289K 0.04% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,340 shares; 2026Q1: 2,340 shares; 2026Q2: 2,340 shares 2,340 $269K 0.04% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,150 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 1,850 shares; 2025Q4: 1,863 shares; 2026Q1: 1,863 shares; 2026Q2: 1,895 shares 1,895 $259K 0.04% +32 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,464 shares; 2025Q3: 1,296 shares; 2025Q4: 1,493 shares; 2026Q1: 1,304 shares; 2026Q2: 1,484 shares 1,484 $252K 0.04% +180 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,260 shares; 2025Q1: 3,260 shares; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares; 2026Q2: 2,560 shares 2,560 $247K 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 670 shares; 2026Q2: 670 shares 670 $245K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 577 shares 577 $243K 0.04% new 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; 2024Q3: not loaded; 2024Q4: 1,488 shares; 2025Q1: 1,429 shares; 2025Q2: 1,313 shares; 2025Q3: 1,268 shares; 2025Q4: 1,074 shares; 2026Q1: 1,001 shares; 2026Q2: 1,009 shares 1,009 $241K 0.04% +8 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $231K 0.03% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 531 shares 531 $230K 0.03% new 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; 2024Q3: not loaded; 2024Q4: 1,119 shares; 2025Q1: 1,064 shares; 2025Q2: 892 shares; 2025Q3: 854 shares; 2025Q4: 853 shares; 2026Q1: 598 shares; 2026Q2: 578 shares 578 $230K 0.03% -20 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,240 shares; 2025Q3: 9,440 shares; 2025Q4: 9,240 shares; 2026Q1: 9,240 shares; 2026Q2: 9,240 shares 9,240 $228K 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,006 shares; 2025Q4: 3,006 shares; 2026Q1: 3,006 shares; 2026Q2: 3,006 shares 3,006 $227K 0.03% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,879 shares 4,879 $223K 0.03% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 907 shares; 2025Q4: 1,814 shares; 2026Q1: not reported; 2026Q2: 1,814 shares 1,814 $213K 0.03% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,290 shares 1,290 $212K 0.03% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 106 shares 106 $211K 0.03% new Timeline