EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,538 shares; 2024Q4: 196,729 shares; 2025Q1: 204,870 shares; 2025Q2: 212,550 shares; 2025Q3: 221,518 shares; 2025Q4: 223,208 shares; 2026Q1: 225,137 shares; 2026Q2: 225,487 shares 225,487 $23.4M 11.03% +350 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: 271,898 shares; 2024Q4: 272,933 shares; 2025Q1: 264,467 shares; 2025Q2: 257,478 shares; 2025Q3: 248,462 shares; 2025Q4: 253,578 shares; 2026Q1: 264,718 shares; 2026Q2: 263,505 shares 263,505 $20.3M 9.57% -1,213 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: 20,561 shares; 2024Q4: 21,276 shares; 2025Q1: 19,710 shares; 2025Q2: 19,602 shares; 2025Q3: 18,513 shares; 2025Q4: 14,820 shares; 2026Q1: 15,329 shares; 2026Q2: 15,192 shares 15,192 $11.4M 5.36% -137 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,855 shares; 2024Q4: 35,439 shares; 2025Q1: 33,974 shares; 2025Q2: 32,596 shares; 2025Q3: 34,362 shares; 2025Q4: 34,269 shares; 2026Q1: 35,021 shares; 2026Q2: 34,340 shares 34,340 $9.94M 4.68% -681 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: 166,400 shares; 2024Q4: 165,373 shares; 2025Q1: 155,150 shares; 2025Q2: 152,780 shares; 2025Q3: 148,248 shares; 2025Q4: 143,416 shares; 2026Q1: 131,805 shares; 2026Q2: 122,905 shares 122,905 $9.28M 4.37% -8,900 Timeline VGSH 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: 151,130 shares; 2024Q4: 151,465 shares; 2025Q1: 140,618 shares; 2025Q2: 141,229 shares; 2025Q3: 143,009 shares; 2025Q4: 140,842 shares; 2026Q1: 142,722 shares; 2026Q2: 141,922 shares 141,922 $8.26M 3.89% -800 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: 30,798 shares; 2024Q4: 29,478 shares; 2025Q1: 24,803 shares; 2025Q2: 23,521 shares; 2025Q3: 22,988 shares; 2025Q4: 22,489 shares; 2026Q1: 21,363 shares; 2026Q2: 20,703 shares 20,703 $7.4M 3.48% -660 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: 43,498 shares; 2024Q4: 41,970 shares; 2025Q1: 38,327 shares; 2025Q2: 34,252 shares; 2025Q3: 32,130 shares; 2025Q4: 32,035 shares; 2026Q1: 42,547 shares; 2026Q2: 40,069 shares 40,069 $5.94M 2.8% -2,478 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: 17,922 shares; 2024Q4: 17,325 shares; 2025Q1: 16,607 shares; 2025Q2: 15,027 shares; 2025Q3: 14,829 shares; 2025Q4: 14,733 shares; 2026Q1: 14,587 shares; 2026Q2: 14,077 shares 14,077 $5.25M 2.47% -510 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: 19,874 shares; 2024Q4: 19,034 shares; 2025Q1: 19,074 shares; 2025Q2: 18,739 shares; 2025Q3: 18,752 shares; 2025Q4: 18,764 shares; 2026Q1: 18,501 shares; 2026Q2: 18,594 shares 18,594 $4.72M 2.22% +93 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,893 shares; 2024Q4: 17,821 shares; 2025Q1: 17,685 shares; 2025Q2: 17,520 shares; 2025Q3: 14,604 shares; 2025Q4: 13,928 shares; 2026Q1: 10,750 shares; 2026Q2: 5,730 shares 5,730 $4.14M 1.95% -5,020 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: 17,976 shares; 2024Q4: 17,673 shares; 2025Q1: 16,152 shares; 2025Q2: 15,417 shares; 2025Q3: 17,349 shares; 2025Q4: 17,429 shares; 2026Q1: 17,120 shares; 2026Q2: 17,100 shares 17,100 $4.08M 1.92% -20 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: 13,017 shares; 2024Q4: 11,894 shares; 2025Q1: 10,939 shares; 2025Q2: 10,635 shares; 2025Q3: 10,570 shares; 2025Q4: 21,180 shares; 2026Q1: 21,030 shares; 2026Q2: 20,760 shares 20,760 $3.96M 1.86% -270 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: 21,618 shares; 2024Q4: 21,013 shares; 2025Q1: 20,298 shares; 2025Q2: 19,222 shares; 2025Q3: 19,775 shares; 2025Q4: 19,813 shares; 2026Q1: 19,362 shares; 2026Q2: 19,402 shares 19,402 $3.88M 1.83% +40 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares; 2025Q4: 12,475 shares; 2026Q1: 12,475 shares; 2026Q2: 13,890 shares 13,890 $2.96M 1.39% +1,415 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: 9,145 shares; 2024Q4: 8,965 shares; 2025Q1: 8,422 shares; 2025Q2: 7,597 shares; 2025Q3: 7,512 shares; 2025Q4: 7,868 shares; 2026Q1: 9,042 shares; 2026Q2: 8,972 shares 8,972 $2.94M 1.38% -70 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: 18,934 shares; 2024Q4: 18,259 shares; 2025Q1: 19,408 shares; 2025Q2: 19,069 shares; 2025Q3: 19,006 shares; 2025Q4: 18,681 shares; 2026Q1: 18,715 shares; 2026Q2: 18,800 shares 18,800 $2.76M 1.3% +85 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,240 shares; 2024Q4: 3,105 shares; 2025Q1: 3,185 shares; 2025Q2: 3,390 shares; 2025Q3: 3,437 shares; 2025Q4: 3,362 shares; 2026Q1: 3,262 shares; 2026Q2: 3,385 shares 3,385 $2.41M 1.14% +123 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: 12,282 shares; 2024Q4: 11,628 shares; 2025Q1: 11,544 shares; 2025Q2: 11,211 shares; 2025Q3: 11,141 shares; 2025Q4: 11,303 shares; 2026Q1: 12,570 shares; 2026Q2: 13,470 shares 13,470 $2.23M 1.05% +900 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: 11,079 shares; 2024Q4: 10,602 shares; 2025Q1: 10,582 shares; 2025Q2: 10,337 shares; 2025Q3: 11,040 shares; 2025Q4: 11,160 shares; 2026Q1: 11,010 shares; 2026Q2: 10,423 shares 10,423 $2.18M 1.03% -587 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,994 shares; 2025Q4: 11,894 shares; 2026Q1: 25,090 shares; 2026Q2: 25,875 shares 25,875 $2.14M 1.01% +785 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: 7,147 shares; 2024Q4: 6,827 shares; 2025Q1: 5,872 shares; 2025Q2: 4,887 shares; 2025Q3: 6,162 shares; 2025Q4: 6,167 shares; 2026Q1: 6,091 shares; 2026Q2: 6,141 shares 6,141 $2.11M 0.99% +50 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: 17,929 shares; 2024Q4: 16,724 shares; 2025Q1: 17,184 shares; 2025Q2: 16,879 shares; 2025Q3: 16,292 shares; 2025Q4: 16,332 shares; 2026Q1: 16,001 shares; 2026Q2: 15,522 shares 15,522 $2.1M 0.99% -479 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,481 shares; 2025Q1: 2,351 shares; 2025Q2: 2,116 shares; 2025Q3: 2,093 shares; 2025Q4: 2,124 shares; 2026Q1: 2,151 shares; 2026Q2: 2,149 shares 2,149 $2.07M 0.97% -2 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,908 shares; 2024Q4: 5,742 shares; 2025Q1: 5,652 shares; 2025Q2: 5,460 shares; 2025Q3: 5,372 shares; 2025Q4: 5,397 shares; 2026Q1: 5,327 shares; 2026Q2: 5,297 shares 5,297 $1.96M 0.92% -30 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,039 shares; 2024Q4: 5,931 shares; 2025Q1: 5,841 shares; 2025Q2: 5,631 shares; 2025Q3: 5,571 shares; 2025Q4: 5,499 shares; 2026Q1: 5,439 shares; 2026Q2: 5,339 shares 5,339 $1.89M 0.89% -100 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: 4,947 shares; 2024Q4: 4,697 shares; 2025Q1: 3,597 shares; 2025Q2: 3,404 shares; 2025Q3: 5,789 shares; 2025Q4: 5,744 shares; 2026Q1: 5,373 shares; 2026Q2: 5,273 shares 5,273 $1.86M 0.88% -100 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,079 shares; 2024Q4: 35,224 shares; 2025Q1: 34,994 shares; 2025Q2: 33,791 shares; 2025Q3: 33,016 shares; 2025Q4: 33,293 shares; 2026Q1: 33,088 shares; 2026Q2: 32,412 shares 32,412 $1.85M 0.87% -676 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: 1,743 shares; 2024Q4: 1,693 shares; 2025Q1: 1,791 shares; 2025Q2: 1,786 shares; 2025Q3: 4,441 shares; 2025Q4: 4,959 shares; 2026Q1: 4,895 shares; 2026Q2: 4,828 shares 4,828 $1.82M 0.86% -67 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: 16,800 shares; 2024Q4: 17,278 shares; 2025Q1: 18,166 shares; 2025Q2: 18,605 shares; 2025Q3: 18,978 shares; 2025Q4: 19,146 shares; 2026Q1: 19,946 shares; 2026Q2: 20,146 shares 20,146 $1.77M 0.83% +200 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 reported; 2024Q4: not reported; 2025Q1: 8,085 shares; 2025Q2: 9,400 shares; 2025Q3: 9,685 shares; 2025Q4: 9,655 shares; 2026Q1: 9,185 shares; 2026Q2: 8,890 shares 8,890 $1.69M 0.79% -295 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: 9,906 shares; 2024Q4: 12,949 shares; 2025Q1: 13,334 shares; 2025Q2: 14,431 shares; 2025Q3: 14,644 shares; 2025Q4: 15,073 shares; 2026Q1: 14,878 shares; 2026Q2: 14,808 shares 14,808 $1.68M 0.79% -70 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: 5,043 shares; 2024Q4: 4,915 shares; 2025Q1: 4,813 shares; 2025Q2: 4,638 shares; 2025Q3: 4,568 shares; 2025Q4: 4,578 shares; 2026Q1: 4,523 shares; 2026Q2: 4,433 shares 4,433 $1.66M 0.78% -90 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: 2,644 shares; 2024Q4: 2,609 shares; 2025Q1: 2,604 shares; 2025Q2: 2,624 shares; 2025Q3: 2,643 shares; 2025Q4: 2,593 shares; 2026Q1: 2,538 shares; 2026Q2: 2,553 shares 2,553 $1.62M 0.76% +15 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: 13,029 shares; 2024Q4: 12,747 shares; 2025Q1: 12,837 shares; 2025Q2: 12,892 shares; 2025Q3: 12,829 shares; 2025Q4: 12,874 shares; 2026Q1: 12,744 shares; 2026Q2: 12,549 shares 12,549 $1.61M 0.76% -195 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: 2,209 shares; 2024Q4: 4,633 shares; 2025Q1: 4,623 shares; 2025Q2: 4,563 shares; 2025Q3: 4,968 shares; 2025Q4: 4,898 shares; 2026Q1: 4,728 shares; 2026Q2: 4,728 shares 4,728 $1.61M 0.76% 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 reported; 2024Q4: not reported; 2025Q1: 2,692 shares; 2025Q2: 9,292 shares; 2025Q3: 10,107 shares; 2025Q4: 11,135 shares; 2026Q1: 11,315 shares; 2026Q2: 11,650 shares 11,650 $1.59M 0.75% +335 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: 2,694 shares; 2024Q4: 2,694 shares; 2025Q1: 2,664 shares; 2025Q2: 2,659 shares; 2025Q3: 2,649 shares; 2025Q4: 2,649 shares; 2026Q1: 2,644 shares; 2026Q2: 2,034 shares 2,034 $1.52M 0.72% -610 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: 6,278 shares; 2024Q4: 6,098 shares; 2025Q1: 6,028 shares; 2025Q2: 5,563 shares; 2025Q3: 5,380 shares; 2025Q4: 5,394 shares; 2026Q1: 5,377 shares; 2026Q2: 5,377 shares 5,377 $1.45M 0.68% 0 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: 2,712 shares; 2024Q4: 2,692 shares; 2025Q1: 2,533 shares; 2025Q2: 2,381 shares; 2025Q3: 2,411 shares; 2025Q4: 2,423 shares; 2026Q1: 2,417 shares; 2026Q2: 2,421 shares 2,421 $1.36M 0.64% +4 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,280 shares; 2026Q1: 1,894 shares; 2026Q2: 2,277 shares 2,277 $1.32M 0.62% +383 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: 26,035 shares; 2024Q4: 25,610 shares; 2025Q1: 25,475 shares; 2025Q2: 24,578 shares; 2025Q3: 24,033 shares; 2025Q4: 24,033 shares; 2026Q1: 23,909 shares; 2026Q2: 23,559 shares 23,559 $1.26M 0.59% -350 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,519 shares; 2025Q4: 4,414 shares; 2026Q1: 4,489 shares; 2026Q2: 4,479 shares 4,479 $1.26M 0.59% -10 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: 1,353 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 2,244 shares; 2025Q3: 2,299 shares; 2025Q4: 2,314 shares; 2026Q1: 2,396 shares; 2026Q2: 2,438 shares 2,438 $1.22M 0.57% +42 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: 5,620 shares; 2024Q4: 5,514 shares; 2025Q1: 5,464 shares; 2025Q2: 5,165 shares; 2025Q3: 4,732 shares; 2025Q4: 4,667 shares; 2026Q1: 4,667 shares; 2026Q2: 3,867 shares 3,867 $1.16M 0.55% -800 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: 6,543 shares; 2024Q4: 6,091 shares; 2025Q1: 6,026 shares; 2025Q2: 6,083 shares; 2025Q3: 5,928 shares; 2025Q4: 5,928 shares; 2026Q1: 6,029 shares; 2026Q2: 5,969 shares 5,969 $1.11M 0.52% -60 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,605 shares; 2026Q2: 2,564 shares 2,564 $1.09M 0.51% +959 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: 7,989 shares; 2024Q4: 7,880 shares; 2025Q1: 7,781 shares; 2025Q2: 7,741 shares; 2025Q3: 7,858 shares; 2025Q4: 7,853 shares; 2026Q1: 7,738 shares; 2026Q2: 7,656 shares 7,656 $943K 0.44% -82 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,155 shares; 2026Q1: 8,335 shares; 2026Q2: 9,105 shares 9,105 $936K 0.44% +770 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,872 shares; 2025Q2: 10,677 shares; 2025Q3: 11,832 shares; 2025Q4: 11,762 shares; 2026Q1: 11,921 shares; 2026Q2: 11,707 shares 11,707 $916K 0.43% -214 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 577 shares; 2025Q4: 669 shares; 2026Q1: 692 shares; 2026Q2: 760 shares 760 $912K 0.43% +68 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,876 shares; 2025Q2: 3,896 shares; 2025Q3: 3,931 shares; 2025Q4: 3,626 shares; 2026Q1: 3,656 shares; 2026Q2: 3,666 shares 3,666 $903K 0.43% +10 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: 5,755 shares; 2024Q4: 5,820 shares; 2025Q1: 5,880 shares; 2025Q2: 5,880 shares; 2025Q3: 6,042 shares; 2025Q4: 6,082 shares; 2026Q1: 5,967 shares; 2026Q2: 6,052 shares 6,052 $887K 0.42% +85 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,166 shares; 2026Q2: 8,766 shares 8,766 $861K 0.41% -400 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,259 shares; 2024Q4: 17,740 shares; 2025Q1: 16,379 shares; 2025Q2: 16,379 shares; 2025Q3: 18,049 shares; 2025Q4: 19,749 shares; 2026Q1: 14,741 shares; 2026Q2: 14,216 shares 14,216 $849K 0.4% -525 Timeline PFM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,205 shares; 2026Q1: 15,205 shares; 2026Q2: 15,266 shares 15,266 $847K 0.4% +61 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,975 shares; 2025Q4: 8,060 shares; 2026Q1: 12,080 shares; 2026Q2: 9,811 shares 9,811 $822K 0.39% -2,269 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: 918 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares; 2026Q2: 1,035 shares 1,035 $762K 0.36% +117 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: 3,576 shares; 2024Q4: 3,361 shares; 2025Q1: 3,263 shares; 2025Q2: 3,138 shares; 2025Q3: 2,988 shares; 2025Q4: 3,098 shares; 2026Q1: 3,108 shares; 2026Q2: 3,008 shares 3,008 $757K 0.36% -100 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: 2,126 shares; 2024Q4: 2,346 shares; 2025Q1: 2,446 shares; 2025Q2: 2,611 shares; 2025Q3: 2,625 shares; 2025Q4: 2,620 shares; 2026Q1: 2,480 shares; 2026Q2: 2,365 shares 2,365 $745K 0.35% -115 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,622 shares; 2025Q3: 4,422 shares; 2025Q4: 4,547 shares; 2026Q1: 4,458 shares; 2026Q2: 4,458 shares 4,458 $675K 0.32% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,430 shares; 2025Q4: not reported; 2026Q1: 2,195 shares; 2026Q2: 2,245 shares 2,245 $669K 0.31% +50 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 reported; 2024Q4: 3,520 shares; 2025Q1: 3,720 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 4,383 shares; 2026Q1: 4,493 shares; 2026Q2: 5,578 shares 5,578 $655K 0.31% +1,085 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,768 shares; 2024Q4: 10,768 shares; 2025Q1: 10,693 shares; 2025Q2: 10,593 shares; 2025Q3: 10,593 shares; 2025Q4: 10,593 shares; 2026Q1: 11,298 shares; 2026Q2: 11,208 shares 11,208 $633K 0.3% -90 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,713 shares; 2024Q4: 3,713 shares; 2025Q1: 3,683 shares; 2025Q2: 3,863 shares; 2025Q3: 3,863 shares; 2025Q4: 3,863 shares; 2026Q1: 3,863 shares; 2026Q2: 3,863 shares 3,863 $606K 0.29% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,453 shares; 2024Q4: 2,293 shares; 2025Q1: 2,313 shares; 2025Q2: 2,313 shares; 2025Q3: 4,823 shares; 2025Q4: 6,577 shares; 2026Q1: 7,017 shares; 2026Q2: 6,604 shares 6,604 $599K 0.28% -413 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,785 shares; 2024Q4: 2,700 shares; 2025Q1: 2,720 shares; 2025Q2: 2,755 shares; 2025Q3: 2,793 shares; 2025Q4: 2,793 shares; 2026Q1: 2,727 shares; 2026Q2: 1,685 shares 1,685 $536K 0.25% -1,042 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 470 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $527K 0.25% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,006 shares; 2024Q4: 5,006 shares; 2025Q1: 5,006 shares; 2025Q2: 5,047 shares; 2025Q3: 4,964 shares; 2025Q4: 9,718 shares; 2026Q1: 9,812 shares; 2026Q2: 9,812 shares 9,812 $521K 0.25% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,602 shares; 2024Q4: 1,552 shares; 2025Q1: 1,617 shares; 2025Q2: 2,346 shares; 2025Q3: 2,451 shares; 2025Q4: 2,401 shares; 2026Q1: 2,401 shares; 2026Q2: 2,315 shares 2,315 $516K 0.24% -86 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: 1,078 shares; 2024Q4: 1,143 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,328 shares; 2025Q4: 1,301 shares; 2026Q1: 1,401 shares; 2026Q2: 1,426 shares 1,426 $503K 0.24% +25 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,794 shares; 2024Q4: 6,794 shares; 2025Q1: 6,794 shares; 2025Q2: 6,794 shares; 2025Q3: 6,794 shares; 2025Q4: 6,794 shares; 2026Q1: 6,794 shares; 2026Q2: 6,794 shares 6,794 $497K 0.23% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,537 shares; 2025Q4: 3,153 shares; 2026Q1: 3,023 shares; 2026Q2: 2,919 shares 2,919 $490K 0.23% -104 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: 4,353 shares; 2024Q4: 3,773 shares; 2025Q1: 3,718 shares; 2025Q2: 3,698 shares; 2025Q3: 3,648 shares; 2025Q4: 3,757 shares; 2026Q1: 3,642 shares; 2026Q2: 3,612 shares 3,612 $489K 0.23% -30 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 836 shares; 2026Q2: 1,301 shares 1,301 $486K 0.23% +465 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 474 shares; 2026Q1: 474 shares; 2026Q2: 474 shares 474 $443K 0.21% 0 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,060 shares; 2026Q2: 5,877 shares 5,877 $429K 0.2% +817 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,865 shares; 2026Q2: 2,690 shares 2,690 $420K 0.2% +825 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,177 shares; 2026Q1: 4,869 shares; 2026Q2: 4,289 shares 4,289 $414K 0.2% -580 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: 1,697 shares; 2024Q4: 1,746 shares; 2025Q1: 1,411 shares; 2025Q2: 1,014 shares; 2025Q3: 949 shares; 2025Q4: 974 shares; 2026Q1: 959 shares; 2026Q2: 959 shares 959 $403K 0.19% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,719 shares; 2024Q4: 2,719 shares; 2025Q1: 3,234 shares; 2025Q2: 3,234 shares; 2025Q3: 3,174 shares; 2025Q4: 3,174 shares; 2026Q1: 3,104 shares; 2026Q2: 2,863 shares 2,863 $391K 0.18% -241 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: 6,536 shares; 2024Q4: 5,820 shares; 2025Q1: 6,279 shares; 2025Q2: 5,274 shares; 2025Q3: 5,174 shares; 2025Q4: 4,738 shares; 2026Q1: 4,168 shares; 2026Q2: 3,933 shares 3,933 $379K 0.18% -235 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686 shares; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 711 shares; 2025Q4: 736 shares; 2026Q1: 736 shares; 2026Q2: 736 shares 736 $375K 0.18% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,366 shares; 2026Q1: 6,363 shares; 2026Q2: 6,668 shares 6,668 $365K 0.17% +305 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 360 shares; 2025Q4: 380 shares; 2026Q1: 370 shares; 2026Q2: 353 shares 353 $357K 0.17% -17 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,329 shares; 2025Q4: 2,476 shares; 2026Q1: 2,476 shares; 2026Q2: 2,476 shares 2,476 $354K 0.17% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,321 shares; 2024Q4: 3,021 shares; 2025Q1: 2,821 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $350K 0.16% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,939 shares; 2025Q2: 6,039 shares; 2025Q3: 5,524 shares; 2025Q4: 5,924 shares; 2026Q1: 6,109 shares; 2026Q2: 6,689 shares 6,689 $349K 0.16% +580 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: 923 shares; 2024Q4: 908 shares; 2025Q1: 958 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948 $343K 0.16% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 335 shares; 2026Q2: 320 shares 320 $341K 0.16% -15 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,376 shares; 2024Q4: 2,376 shares; 2025Q1: 2,476 shares; 2025Q2: 2,476 shares; 2025Q3: 2,476 shares; 2025Q4: 2,476 shares; 2026Q1: 2,476 shares; 2026Q2: 2,476 shares 2,476 $341K 0.16% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 503 shares; 2026Q1: 563 shares; 2026Q2: 658 shares 658 $330K 0.16% +95 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,077 shares; 2025Q4: 4,687 shares; 2026Q1: 4,772 shares; 2026Q2: 4,772 shares 4,772 $326K 0.15% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,934 shares; 2025Q4: 2,169 shares; 2026Q1: 2,169 shares; 2026Q2: 2,059 shares 2,059 $323K 0.15% -110 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; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,600 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,150 shares; 2026Q1: 1,100 shares; 2026Q2: 940 shares 940 $310K 0.15% -160 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,904 shares; 2026Q2: 5,504 shares 5,504 $301K 0.14% -2,400 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $285K 0.13% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,086 shares; 2024Q4: 4,816 shares; 2025Q1: 3,546 shares; 2025Q2: 3,312 shares; 2025Q3: 3,244 shares; 2025Q4: 2,801 shares; 2026Q1: 2,771 shares; 2026Q2: 2,672 shares 2,672 $283K 0.13% -99 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,312 shares; 2026Q2: 1,757 shares 1,757 $278K 0.13% -555 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,984 shares; 2025Q4: 2,254 shares; 2026Q1: 2,254 shares; 2026Q2: 2,254 shares 2,254 $274K 0.13% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,930 shares; 2024Q4: 7,805 shares; 2025Q1: 6,905 shares; 2025Q2: not reported; 2025Q3: 6,114 shares; 2025Q4: 6,114 shares; 2026Q1: 6,721 shares; 2026Q2: 6,596 shares 6,596 $268K 0.13% -125 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,201 shares; 2025Q4: 1,176 shares; 2026Q1: 1,176 shares; 2026Q2: 1,176 shares 1,176 $267K 0.13% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,430 shares; 2026Q1: 2,835 shares; 2026Q2: 3,585 shares 3,585 $256K 0.12% +750 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,910 shares; 2026Q2: 7,910 shares 7,910 $251K 0.12% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,899 shares; 2024Q4: 12,874 shares; 2025Q1: 12,449 shares; 2025Q2: 12,234 shares; 2025Q3: 12,234 shares; 2025Q4: 11,684 shares; 2026Q1: 10,828 shares; 2026Q2: 10,378 shares 10,378 $250K 0.12% -450 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: 586 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 481 shares; 2026Q2: 481 shares 481 $247K 0.12% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,450 shares; 2024Q4: 3,495 shares; 2025Q1: 3,330 shares; 2025Q2: 3,095 shares; 2025Q3: 3,235 shares; 2025Q4: 3,670 shares; 2026Q1: 3,470 shares; 2026Q2: 3,320 shares 3,320 $240K 0.11% -150 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,139 shares; 2026Q2: 30,139 shares 30,139 $239K 0.11% 0 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: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $230K 0.11% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113 shares 113 $225K 0.11% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 909 shares; 2026Q2: 909 shares 909 $200K 0.09% 0 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,548 shares; 2026Q2: 16,548 shares 16,548 $151K 0.07% 0 Timeline AXIAM, INC. AXIAM, INC. More: the full row for AXIAM, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $100 <0.01% 0