IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,213 shares; 2024Q4: 164,213 shares; 2025Q1: 164,213 shares; 2025Q2: 164,213 shares; 2025Q3: 164,213 shares; 2025Q4: 164,213 shares; 2026Q1: not loaded; 2026Q2: 179,593 shares 179,593 $134M 10.93% Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 718,432 shares; 2024Q4: 718,432 shares; 2025Q1: 718,432 shares; 2025Q2: 718,432 shares; 2025Q3: 718,432 shares; 2025Q4: 718,432 shares; 2026Q1: not loaded; 2026Q2: 821,555 shares 821,555 $67.9M 5.52% 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: 600,693 shares; 2024Q4: 600,693 shares; 2025Q1: 600,693 shares; 2025Q2: 600,693 shares; 2025Q3: 600,693 shares; 2025Q4: 600,693 shares; 2026Q1: not loaded; 2026Q2: 638,057 shares 638,057 $61.6M 5.01% Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445,355 shares; 2024Q4: 445,355 shares; 2025Q1: 445,355 shares; 2025Q2: 445,355 shares; 2025Q3: 445,355 shares; 2025Q4: 445,355 shares; 2026Q1: not loaded; 2026Q2: 992,735 shares 992,735 $58.6M 4.76% 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: 1,033,266 shares; 2024Q4: 1,033,266 shares; 2025Q1: 1,033,266 shares; 2025Q2: 1,033,266 shares; 2025Q3: 1,033,266 shares; 2025Q4: 1,033,266 shares; 2026Q1: not loaded; 2026Q2: 714,861 shares 714,861 $55.1M 4.48% Timeline SPTS 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: 1,380,036 shares; 2024Q4: 1,380,036 shares; 2025Q1: 1,380,036 shares; 2025Q2: 1,380,036 shares; 2025Q3: 1,380,036 shares; 2025Q4: 1,380,036 shares; 2026Q1: not loaded; 2026Q2: 1,679,505 shares 1,679,505 $48.7M 3.96% 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: 537,923 shares; 2024Q4: 537,923 shares; 2025Q1: 537,923 shares; 2025Q2: 537,923 shares; 2025Q3: 537,923 shares; 2025Q4: 537,923 shares; 2026Q1: not loaded; 2026Q2: 541,778 shares 541,778 $44.9M 3.65% 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: 151,758 shares; 2024Q4: 151,758 shares; 2025Q1: 151,758 shares; 2025Q2: 151,758 shares; 2025Q3: 151,758 shares; 2025Q4: 151,758 shares; 2026Q1: not loaded; 2026Q2: 134,146 shares 134,146 $38.8M 3.16% Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,242 shares; 2024Q4: 275,242 shares; 2025Q1: 275,242 shares; 2025Q2: 275,242 shares; 2025Q3: 275,242 shares; 2025Q4: 275,242 shares; 2026Q1: not loaded; 2026Q2: 212,440 shares 212,440 $38.5M 3.13% 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: 309,086 shares; 2024Q4: 309,086 shares; 2025Q1: 309,086 shares; 2025Q2: 309,086 shares; 2025Q3: 309,086 shares; 2025Q4: 309,086 shares; 2026Q1: not loaded; 2026Q2: 198,503 shares 198,503 $29.4M 2.39% 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: 99,257 shares; 2024Q4: 99,257 shares; 2025Q1: 99,257 shares; 2025Q2: 99,257 shares; 2025Q3: 99,257 shares; 2025Q4: 99,257 shares; 2026Q1: not loaded; 2026Q2: 82,108 shares 82,108 $29M 2.36% Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432,756 shares; 2024Q4: 432,756 shares; 2025Q1: 432,756 shares; 2025Q2: 432,756 shares; 2025Q3: 432,756 shares; 2025Q4: 432,756 shares; 2026Q1: not loaded; 2026Q2: 481,741 shares 481,741 $24.6M 2% 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: 70,734 shares; 2024Q4: 70,734 shares; 2025Q1: 70,734 shares; 2025Q2: 70,734 shares; 2025Q3: 70,734 shares; 2025Q4: 70,734 shares; 2026Q1: not loaded; 2026Q2: 65,685 shares 65,685 $24.5M 1.99% 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: 137,816 shares; 2024Q4: 137,816 shares; 2025Q1: 137,816 shares; 2025Q2: 137,816 shares; 2025Q3: 137,816 shares; 2025Q4: 137,816 shares; 2026Q1: not loaded; 2026Q2: 115,868 shares 115,868 $23.2M 1.88% 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: 80,099 shares; 2024Q4: 80,099 shares; 2025Q1: 80,099 shares; 2025Q2: 80,099 shares; 2025Q3: 80,099 shares; 2025Q4: 80,099 shares; 2026Q1: not loaded; 2026Q2: 62,804 shares 62,804 $20.6M 1.67% Timeline NOBL PROSHARES TR More: the full row for PROSHARES 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: not loaded; 2026Q2: 349,423 shares 349,423 $19.6M 1.6% Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562,071 shares; 2024Q4: 562,071 shares; 2025Q1: 562,071 shares; 2025Q2: 562,071 shares; 2025Q3: 562,071 shares; 2025Q4: 562,071 shares; 2026Q1: not loaded; 2026Q2: 602,114 shares 602,114 $17.6M 1.43% Timeline VWOB 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: 279,578 shares; 2024Q4: 279,578 shares; 2025Q1: 279,578 shares; 2025Q2: 279,578 shares; 2025Q3: 279,578 shares; 2025Q4: 279,578 shares; 2026Q1: not loaded; 2026Q2: 258,812 shares 258,812 $17.4M 1.41% 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: 19,717 shares; 2024Q4: 19,717 shares; 2025Q1: 19,717 shares; 2025Q2: 19,717 shares; 2025Q3: 19,717 shares; 2025Q4: 19,717 shares; 2026Q1: not loaded; 2026Q2: 19,120 shares 19,120 $13.8M 1.12% 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: 199,278 shares; 2024Q4: 199,278 shares; 2025Q1: 199,278 shares; 2025Q2: 199,278 shares; 2025Q3: 199,278 shares; 2025Q4: 199,278 shares; 2026Q1: not loaded; 2026Q2: 184,134 shares 184,134 $13.1M 1.07% Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,382 shares; 2024Q4: 162,382 shares; 2025Q1: 162,382 shares; 2025Q2: 162,382 shares; 2025Q3: 162,382 shares; 2025Q4: 162,382 shares; 2026Q1: not loaded; 2026Q2: 140,588 shares 140,588 $12.5M 1.02% 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: 105,504 shares; 2024Q4: 105,504 shares; 2025Q1: 105,504 shares; 2025Q2: 105,504 shares; 2025Q3: 105,504 shares; 2025Q4: 105,504 shares; 2026Q1: not loaded; 2026Q2: 87,190 shares 87,190 $11.9M 0.97% 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: 76,983 shares; 2024Q4: 76,983 shares; 2025Q1: 76,983 shares; 2025Q2: 76,983 shares; 2025Q3: 76,983 shares; 2025Q4: 76,983 shares; 2026Q1: not loaded; 2026Q2: 46,726 shares 46,726 $11.9M 0.96% 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: 47,190 shares; 2024Q4: 47,190 shares; 2025Q1: 47,190 shares; 2025Q2: 47,190 shares; 2025Q3: 47,190 shares; 2025Q4: 47,190 shares; 2026Q1: not loaded; 2026Q2: 48,929 shares 48,929 $11.7M 0.95% 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: 40,540 shares; 2024Q4: 40,540 shares; 2025Q1: 40,540 shares; 2025Q2: 40,540 shares; 2025Q3: 40,540 shares; 2025Q4: 40,540 shares; 2026Q1: not loaded; 2026Q2: 33,240 shares 33,240 $11.4M 0.93% 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: 31,320 shares; 2024Q4: 31,320 shares; 2025Q1: 31,320 shares; 2025Q2: 31,320 shares; 2025Q3: 31,320 shares; 2025Q4: 31,320 shares; 2026Q1: not loaded; 2026Q2: 30,322 shares 30,322 $11M 0.89% 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: 31,188 shares; 2024Q4: 31,188 shares; 2025Q1: 31,188 shares; 2025Q2: 31,188 shares; 2025Q3: 31,188 shares; 2025Q4: 31,188 shares; 2026Q1: not loaded; 2026Q2: 30,680 shares 30,680 $9.66M 0.79% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 12,993 shares 12,993 $9.57M 0.78% 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: 87,072 shares; 2024Q4: 87,072 shares; 2025Q1: 87,072 shares; 2025Q2: 87,072 shares; 2025Q3: 87,072 shares; 2025Q4: 87,072 shares; 2026Q1: not loaded; 2026Q2: 54,035 shares 54,035 $9.53M 0.77% 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: 28,912 shares; 2024Q4: 28,912 shares; 2025Q1: 28,912 shares; 2025Q2: 28,912 shares; 2025Q3: 28,912 shares; 2025Q4: 28,912 shares; 2026Q1: not loaded; 2026Q2: 26,703 shares 26,703 $9.42M 0.77% 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: 2,702 shares; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares; 2025Q3: 2,702 shares; 2025Q4: 2,702 shares; 2026Q1: not loaded; 2026Q2: 6,776 shares 6,776 $8.13M 0.66% 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: 29,950 shares; 2024Q4: 29,950 shares; 2025Q1: 29,950 shares; 2025Q2: 29,950 shares; 2025Q3: 29,950 shares; 2025Q4: 29,950 shares; 2026Q1: not loaded; 2026Q2: 29,811 shares 29,811 $8.11M 0.66% 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: 103,021 shares; 2024Q4: 103,021 shares; 2025Q1: 103,021 shares; 2025Q2: 103,021 shares; 2025Q3: 103,021 shares; 2025Q4: 103,021 shares; 2026Q1: not loaded; 2026Q2: 84,872 shares 84,872 $7.45M 0.61% 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: 29,998 shares; 2024Q4: 29,998 shares; 2025Q1: 29,998 shares; 2025Q2: 29,998 shares; 2025Q3: 29,998 shares; 2025Q4: 29,998 shares; 2026Q1: not loaded; 2026Q2: 27,285 shares 27,285 $7.38M 0.6% 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: 73,984 shares; 2024Q4: 73,984 shares; 2025Q1: 73,984 shares; 2025Q2: 73,984 shares; 2025Q3: 73,984 shares; 2025Q4: 73,984 shares; 2026Q1: not loaded; 2026Q2: 48,645 shares 48,645 $7.37M 0.6% 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: 10,799 shares; 2024Q4: 10,799 shares; 2025Q1: 10,799 shares; 2025Q2: 10,799 shares; 2025Q3: 10,799 shares; 2025Q4: 10,799 shares; 2026Q1: not loaded; 2026Q2: 14,204 shares 14,204 $7.11M 0.58% 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: 29,296 shares; 2024Q4: 29,296 shares; 2025Q1: 29,296 shares; 2025Q2: 29,296 shares; 2025Q3: 29,296 shares; 2025Q4: 29,296 shares; 2026Q1: not loaded; 2026Q2: 23,322 shares 23,322 $7.01M 0.57% 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: 33,210 shares; 2024Q4: 33,210 shares; 2025Q1: 33,210 shares; 2025Q2: 33,210 shares; 2025Q3: 33,210 shares; 2025Q4: 33,210 shares; 2026Q1: not loaded; 2026Q2: 25,080 shares 25,080 $6.99M 0.57% Timeline FTNT FORTINET INC More: the full row for FORTINET 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: not loaded; 2026Q2: 44,766 shares 44,766 $6.88M 0.56% 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: 48,721 shares; 2024Q4: 48,721 shares; 2025Q1: 48,721 shares; 2025Q2: 48,721 shares; 2025Q3: 48,721 shares; 2025Q4: 48,721 shares; 2026Q1: not loaded; 2026Q2: 41,146 shares 41,146 $6.82M 0.55% 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: 21,642 shares; 2024Q4: 21,642 shares; 2025Q1: 21,642 shares; 2025Q2: 21,642 shares; 2025Q3: 21,642 shares; 2025Q4: 21,642 shares; 2026Q1: not loaded; 2026Q2: 13,946 shares 13,946 $6.66M 0.54% 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: 50,973 shares; 2024Q4: 50,973 shares; 2025Q1: 50,973 shares; 2025Q2: 50,973 shares; 2025Q3: 50,973 shares; 2025Q4: 50,973 shares; 2026Q1: not loaded; 2026Q2: 49,070 shares 49,070 $6.64M 0.54% 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: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares; 2026Q1: not loaded; 2026Q2: 17,162 shares 17,162 $6.48M 0.53% Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,471 shares; 2024Q4: 11,471 shares; 2025Q1: 11,471 shares; 2025Q2: 11,471 shares; 2025Q3: 11,471 shares; 2025Q4: 11,471 shares; 2026Q1: not loaded; 2026Q2: 12,487 shares 12,487 $6.36M 0.52% 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: 22,407 shares; 2024Q4: 22,407 shares; 2025Q1: 22,407 shares; 2025Q2: 22,407 shares; 2025Q3: 22,407 shares; 2025Q4: 22,407 shares; 2026Q1: not loaded; 2026Q2: 17,168 shares 17,168 $6.32M 0.51% Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,148 shares; 2024Q4: 31,148 shares; 2025Q1: 31,148 shares; 2025Q2: 31,148 shares; 2025Q3: 31,148 shares; 2025Q4: 31,148 shares; 2026Q1: not loaded; 2026Q2: 26,795 shares 26,795 $6M 0.49% 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: 8,642 shares; 2024Q4: 8,642 shares; 2025Q1: 8,642 shares; 2025Q2: 8,642 shares; 2025Q3: 8,642 shares; 2025Q4: 8,642 shares; 2026Q1: not loaded; 2026Q2: 6,322 shares 6,322 $5.91M 0.48% Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,628 shares; 2024Q4: 93,628 shares; 2025Q1: 93,628 shares; 2025Q2: 93,628 shares; 2025Q3: 93,628 shares; 2025Q4: 93,628 shares; 2026Q1: not loaded; 2026Q2: 60,530 shares 60,530 $5.82M 0.47% 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: 8,097 shares; 2024Q4: 8,097 shares; 2025Q1: 8,097 shares; 2025Q2: 8,097 shares; 2025Q3: 8,097 shares; 2025Q4: 8,097 shares; 2026Q1: not loaded; 2026Q2: 10,026 shares 10,026 $5.65M 0.46% 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: 12,826 shares; 2024Q4: 12,826 shares; 2025Q1: 12,826 shares; 2025Q2: 12,826 shares; 2025Q3: 12,826 shares; 2025Q4: 12,826 shares; 2026Q1: not loaded; 2026Q2: 78,140 shares 78,140 $5.58M 0.45% Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 18,413 shares 18,413 $5.56M 0.45% Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,220 shares; 2024Q4: 10,220 shares; 2025Q1: 10,220 shares; 2025Q2: 10,220 shares; 2025Q3: 10,220 shares; 2025Q4: 10,220 shares; 2026Q1: not loaded; 2026Q2: 8,590 shares 8,590 $4.81M 0.39% Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,858 shares; 2024Q4: 59,858 shares; 2025Q1: 59,858 shares; 2025Q2: 59,858 shares; 2025Q3: 59,858 shares; 2025Q4: 59,858 shares; 2026Q1: not loaded; 2026Q2: 47,974 shares 47,974 $4.65M 0.38% 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: 17,399 shares; 2024Q4: 17,399 shares; 2025Q1: 17,399 shares; 2025Q2: 17,399 shares; 2025Q3: 17,399 shares; 2025Q4: 17,399 shares; 2026Q1: not loaded; 2026Q2: 18,419 shares 18,419 $4.63M 0.38% 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: 26,703 shares; 2024Q4: 26,703 shares; 2025Q1: 26,703 shares; 2025Q2: 26,703 shares; 2025Q3: 26,703 shares; 2025Q4: 26,703 shares; 2026Q1: not loaded; 2026Q2: 27,479 shares 27,479 $4.58M 0.37% Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: not loaded; 2026Q2: 10,129 shares 10,129 $4.52M 0.37% 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: 9,002 shares; 2024Q4: 9,002 shares; 2025Q1: 9,002 shares; 2025Q2: 9,002 shares; 2025Q3: 9,002 shares; 2025Q4: 9,002 shares; 2026Q1: not loaded; 2026Q2: 6,173 shares 6,173 $4.34M 0.35% Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,363 shares; 2024Q4: 102,363 shares; 2025Q1: 102,363 shares; 2025Q2: 102,363 shares; 2025Q3: 102,363 shares; 2025Q4: 102,363 shares; 2026Q1: not loaded; 2026Q2: 82,391 shares 82,391 $4.27M 0.35% Timeline FFIV F5 INC More: the full row for F5 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: not loaded; 2026Q2: 9,969 shares 9,969 $4.15M 0.34% 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: 6,278 shares; 2024Q4: 6,278 shares; 2025Q1: 6,278 shares; 2025Q2: 6,278 shares; 2025Q3: 6,278 shares; 2025Q4: 6,278 shares; 2026Q1: not loaded; 2026Q2: 5,334 shares 5,334 $3.98M 0.32% 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: 41,221 shares; 2024Q4: 41,221 shares; 2025Q1: 41,221 shares; 2025Q2: 41,221 shares; 2025Q3: 41,221 shares; 2025Q4: 41,221 shares; 2026Q1: not loaded; 2026Q2: 31,852 shares 31,852 $3.72M 0.3% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,901 shares 2,901 $3.71M 0.3% 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: 10,857 shares; 2024Q4: 10,857 shares; 2025Q1: 10,857 shares; 2025Q2: 10,857 shares; 2025Q3: 10,857 shares; 2025Q4: 10,857 shares; 2026Q1: not loaded; 2026Q2: 10,262 shares 10,262 $3.67M 0.3% 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: 9,602 shares; 2024Q4: 9,602 shares; 2025Q1: 9,602 shares; 2025Q2: 9,602 shares; 2025Q3: 9,602 shares; 2025Q4: 9,602 shares; 2026Q1: not loaded; 2026Q2: 37,329 shares 37,329 $3.59M 0.29% 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: 3,570 shares; 2024Q4: 3,570 shares; 2025Q1: 3,570 shares; 2025Q2: 3,570 shares; 2025Q3: 3,570 shares; 2025Q4: 3,570 shares; 2026Q1: not loaded; 2026Q2: 18,655 shares 18,655 $3.46M 0.28% Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,261 shares; 2024Q4: 206,261 shares; 2025Q1: 206,261 shares; 2025Q2: 206,261 shares; 2025Q3: 206,261 shares; 2025Q4: 206,261 shares; 2026Q1: not loaded; 2026Q2: 169,373 shares 169,373 $3.41M 0.28% 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: 24,719 shares; 2024Q4: 24,719 shares; 2025Q1: 24,719 shares; 2025Q2: 24,719 shares; 2025Q3: 24,719 shares; 2025Q4: 24,719 shares; 2026Q1: not loaded; 2026Q2: 22,868 shares 22,868 $3.35M 0.27% 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: 41,838 shares; 2024Q4: 41,838 shares; 2025Q1: 41,838 shares; 2025Q2: 41,838 shares; 2025Q3: 41,838 shares; 2025Q4: 41,838 shares; 2026Q1: not loaded; 2026Q2: 33,877 shares 33,877 $3.28M 0.27% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 12,883 shares 12,883 $3.17M 0.26% Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,068 shares; 2024Q4: 100,068 shares; 2025Q1: 100,068 shares; 2025Q2: 100,068 shares; 2025Q3: 100,068 shares; 2025Q4: 100,068 shares; 2026Q1: not loaded; 2026Q2: 82,719 shares 82,719 $3.16M 0.26% Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,498 shares; 2024Q4: 19,498 shares; 2025Q1: 19,498 shares; 2025Q2: 19,498 shares; 2025Q3: 19,498 shares; 2025Q4: 19,498 shares; 2026Q1: not loaded; 2026Q2: 13,266 shares 13,266 $3.16M 0.26% 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: 34,240 shares; 2024Q4: 34,240 shares; 2025Q1: 34,240 shares; 2025Q2: 34,240 shares; 2025Q3: 34,240 shares; 2025Q4: 34,240 shares; 2026Q1: not loaded; 2026Q2: 30,075 shares 30,075 $3.12M 0.25% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 3,198 shares 3,198 $3.08M 0.25% 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: 12,315 shares; 2024Q4: 12,315 shares; 2025Q1: 12,315 shares; 2025Q2: 12,315 shares; 2025Q3: 12,315 shares; 2025Q4: 12,315 shares; 2026Q1: not loaded; 2026Q2: 9,630 shares 9,630 $3.07M 0.25% Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 7,168 shares 7,168 $3.01M 0.25% 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: 35,265 shares; 2024Q4: 35,265 shares; 2025Q1: 35,265 shares; 2025Q2: 35,265 shares; 2025Q3: 35,265 shares; 2025Q4: 35,265 shares; 2026Q1: not loaded; 2026Q2: 56,583 shares 56,583 $3.01M 0.24% Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,221 shares; 2024Q4: 10,221 shares; 2025Q1: 10,221 shares; 2025Q2: 10,221 shares; 2025Q3: 10,221 shares; 2025Q4: 10,221 shares; 2026Q1: not loaded; 2026Q2: 11,465 shares 11,465 $2.99M 0.24% Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,894 shares; 2024Q4: 12,894 shares; 2025Q1: 12,894 shares; 2025Q2: 12,894 shares; 2025Q3: 12,894 shares; 2025Q4: 12,894 shares; 2026Q1: not loaded; 2026Q2: 23,469 shares 23,469 $2.92M 0.24% Timeline BIV 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: 67,689 shares; 2024Q4: 67,689 shares; 2025Q1: 67,689 shares; 2025Q2: 67,689 shares; 2025Q3: 67,689 shares; 2025Q4: 67,689 shares; 2026Q1: not loaded; 2026Q2: 36,862 shares 36,862 $2.83M 0.23% 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: 12,280 shares; 2024Q4: 12,280 shares; 2025Q1: 12,280 shares; 2025Q2: 12,280 shares; 2025Q3: 12,280 shares; 2025Q4: 12,280 shares; 2026Q1: not loaded; 2026Q2: 9,635 shares 9,635 $2.61M 0.21% 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: 10,205 shares; 2024Q4: 10,205 shares; 2025Q1: 10,205 shares; 2025Q2: 10,205 shares; 2025Q3: 10,205 shares; 2025Q4: 10,205 shares; 2026Q1: not loaded; 2026Q2: 8,410 shares 8,410 $2.51M 0.2% Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,581 shares; 2024Q4: 23,581 shares; 2025Q1: 23,581 shares; 2025Q2: 23,581 shares; 2025Q3: 23,581 shares; 2025Q4: 23,581 shares; 2026Q1: not loaded; 2026Q2: 11,321 shares 11,321 $2.32M 0.19% Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,613 shares; 2024Q4: 20,613 shares; 2025Q1: 20,613 shares; 2025Q2: 20,613 shares; 2025Q3: 20,613 shares; 2025Q4: 20,613 shares; 2026Q1: not loaded; 2026Q2: 23,684 shares 23,684 $2.26M 0.18% 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: 18,403 shares; 2024Q4: 18,403 shares; 2025Q1: 18,403 shares; 2025Q2: 18,403 shares; 2025Q3: 18,403 shares; 2025Q4: 18,403 shares; 2026Q1: not loaded; 2026Q2: 24,311 shares 24,311 $2.21M 0.18% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 10,481 shares 10,481 $2.11M 0.17% 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: 16,720 shares; 2024Q4: 16,720 shares; 2025Q1: 16,720 shares; 2025Q2: 16,720 shares; 2025Q3: 16,720 shares; 2025Q4: 16,720 shares; 2026Q1: not loaded; 2026Q2: 12,806 shares 12,806 $2.09M 0.17% 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: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,729 shares; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares; 2025Q4: 2,729 shares; 2026Q1: not loaded; 2026Q2: 18,317 shares 18,317 $2.07M 0.17% 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: 36,876 shares; 2024Q4: 36,876 shares; 2025Q1: 36,876 shares; 2025Q2: 36,876 shares; 2025Q3: 36,876 shares; 2025Q4: 36,876 shares; 2026Q1: not loaded; 2026Q2: 10,911 shares 10,911 $2.02M 0.16% 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: 9,080 shares; 2024Q4: 9,080 shares; 2025Q1: 9,080 shares; 2025Q2: 9,080 shares; 2025Q3: 9,080 shares; 2025Q4: 9,080 shares; 2026Q1: not loaded; 2026Q2: 8,128 shares 8,128 $1.92M 0.16% 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: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 11,329 shares 11,329 $1.9M 0.15% Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,515 shares; 2024Q4: 32,515 shares; 2025Q1: 32,515 shares; 2025Q2: 32,515 shares; 2025Q3: 32,515 shares; 2025Q4: 32,515 shares; 2026Q1: not loaded; 2026Q2: 19,453 shares 19,453 $1.9M 0.15% Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,878 shares; 2024Q4: 8,878 shares; 2025Q1: 8,878 shares; 2025Q2: 8,878 shares; 2025Q3: 8,878 shares; 2025Q4: 8,878 shares; 2026Q1: not loaded; 2026Q2: 5,636 shares 5,636 $1.77M 0.14% 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: 31,961 shares; 2024Q4: 31,961 shares; 2025Q1: 31,961 shares; 2025Q2: 31,961 shares; 2025Q3: 31,961 shares; 2025Q4: 31,961 shares; 2026Q1: not loaded; 2026Q2: 29,406 shares 29,406 $1.76M 0.14% 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: 6,685 shares; 2024Q4: 6,685 shares; 2025Q1: 6,685 shares; 2025Q2: 6,685 shares; 2025Q3: 6,685 shares; 2025Q4: 6,685 shares; 2026Q1: not loaded; 2026Q2: 5,076 shares 5,076 $1.72M 0.14% Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,534 shares; 2024Q4: 26,534 shares; 2025Q1: 26,534 shares; 2025Q2: 26,534 shares; 2025Q3: 26,534 shares; 2025Q4: 26,534 shares; 2026Q1: not loaded; 2026Q2: 8,397 shares 8,397 $1.64M 0.13% Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON 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: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,402 shares 1,402 $1.62M 0.13% 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: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares; 2026Q1: not loaded; 2026Q2: 8,472 shares 8,472 $1.61M 0.13% 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: 9,938 shares; 2024Q4: 9,938 shares; 2025Q1: 9,938 shares; 2025Q2: 9,938 shares; 2025Q3: 9,938 shares; 2025Q4: 9,938 shares; 2026Q1: not loaded; 2026Q2: 3,958 shares 3,958 $1.61M 0.13% 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: 2,778 shares; 2024Q4: 2,778 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,778 shares; 2026Q1: not loaded; 2026Q2: 2,273 shares 2,273 $1.56M 0.13% Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,514 shares; 2024Q4: 8,514 shares; 2025Q1: 8,514 shares; 2025Q2: 8,514 shares; 2025Q3: 8,514 shares; 2025Q4: 8,514 shares; 2026Q1: not loaded; 2026Q2: 6,624 shares 6,624 $1.48M 0.12% Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,566 shares; 2024Q4: 6,566 shares; 2025Q1: 6,566 shares; 2025Q2: 6,566 shares; 2025Q3: 6,566 shares; 2025Q4: 6,566 shares; 2026Q1: not loaded; 2026Q2: 2,643 shares 2,643 $1.39M 0.11% Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,259 shares; 2024Q4: 124,259 shares; 2025Q1: 124,259 shares; 2025Q2: 124,259 shares; 2025Q3: 124,259 shares; 2025Q4: 124,259 shares; 2026Q1: not loaded; 2026Q2: 32,456 shares 32,456 $1.37M 0.11% 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: 14,476 shares; 2024Q4: 14,476 shares; 2025Q1: 14,476 shares; 2025Q2: 14,476 shares; 2025Q3: 14,476 shares; 2025Q4: 14,476 shares; 2026Q1: not loaded; 2026Q2: 11,558 shares 11,558 $1.36M 0.11% Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,914 shares; 2024Q4: 18,914 shares; 2025Q1: 18,914 shares; 2025Q2: 18,914 shares; 2025Q3: 18,914 shares; 2025Q4: 18,914 shares; 2026Q1: not loaded; 2026Q2: 41,047 shares 41,047 $1.3M 0.11% Timeline SPIP 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: 87,423 shares; 2024Q4: 87,423 shares; 2025Q1: 87,423 shares; 2025Q2: 87,423 shares; 2025Q3: 87,423 shares; 2025Q4: 87,423 shares; 2026Q1: not loaded; 2026Q2: 44,608 shares 44,608 $1.15M 0.09% 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: 25,614 shares; 2024Q4: 25,614 shares; 2025Q1: 25,614 shares; 2025Q2: 25,614 shares; 2025Q3: 25,614 shares; 2025Q4: 25,614 shares; 2026Q1: not loaded; 2026Q2: 19,571 shares 19,571 $1.13M 0.09% 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: 5,345 shares; 2024Q4: 5,345 shares; 2025Q1: 5,345 shares; 2025Q2: 5,345 shares; 2025Q3: 5,345 shares; 2025Q4: 5,345 shares; 2026Q1: not loaded; 2026Q2: 3,004 shares 3,004 $1.12M 0.09% Timeline BND 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: 20,658 shares; 2024Q4: 20,658 shares; 2025Q1: 20,658 shares; 2025Q2: 20,658 shares; 2025Q3: 20,658 shares; 2025Q4: 20,658 shares; 2026Q1: not loaded; 2026Q2: 15,267 shares 15,267 $1.12M 0.09% 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: 2,053 shares; 2024Q4: 2,053 shares; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: not loaded; 2026Q2: 3,966 shares 3,966 $1.12M 0.09% 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: 12,031 shares; 2024Q4: 12,031 shares; 2025Q1: 12,031 shares; 2025Q2: 12,031 shares; 2025Q3: 12,031 shares; 2025Q4: 12,031 shares; 2026Q1: not loaded; 2026Q2: 8,577 shares 8,577 $1.1M 0.09% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 5,731 shares 5,731 $1.09M 0.09% Timeline SCHP 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: 51,949 shares; 2024Q4: 51,949 shares; 2025Q1: 51,949 shares; 2025Q2: 51,949 shares; 2025Q3: 51,949 shares; 2025Q4: 51,949 shares; 2026Q1: not loaded; 2026Q2: 40,351 shares 40,351 $1.07M 0.09% Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,820 shares; 2024Q4: 8,820 shares; 2025Q1: 8,820 shares; 2025Q2: 8,820 shares; 2025Q3: 8,820 shares; 2025Q4: 8,820 shares; 2026Q1: not loaded; 2026Q2: 7,445 shares 7,445 $1.04M 0.08% 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: 1,606 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: not loaded; 2026Q2: 1,606 shares 1,606 $1.02M 0.08% Timeline SPMD 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: 17,963 shares; 2024Q4: 17,963 shares; 2025Q1: 17,963 shares; 2025Q2: 17,963 shares; 2025Q3: 17,963 shares; 2025Q4: 17,963 shares; 2026Q1: not loaded; 2026Q2: 14,955 shares 14,955 $1.01M 0.08% Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,887 shares; 2024Q4: 8,887 shares; 2025Q1: 8,887 shares; 2025Q2: 8,887 shares; 2025Q3: 8,887 shares; 2025Q4: 8,887 shares; 2026Q1: not loaded; 2026Q2: 6,077 shares 6,077 $984K 0.08% Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,489 shares; 2024Q4: 12,489 shares; 2025Q1: 12,489 shares; 2025Q2: 12,489 shares; 2025Q3: 12,489 shares; 2025Q4: 12,489 shares; 2026Q1: not loaded; 2026Q2: 7,005 shares 7,005 $957K 0.08% Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,057 shares; 2024Q4: 14,057 shares; 2025Q1: 14,057 shares; 2025Q2: 14,057 shares; 2025Q3: 14,057 shares; 2025Q4: 14,057 shares; 2026Q1: not loaded; 2026Q2: 2,236 shares 2,236 $929K 0.08% Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,610 shares; 2024Q4: 9,610 shares; 2025Q1: 9,610 shares; 2025Q2: 9,610 shares; 2025Q3: 9,610 shares; 2025Q4: 9,610 shares; 2026Q1: not loaded; 2026Q2: 9,332 shares 9,332 $900K 0.07% Timeline HYMB 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: 66,538 shares; 2024Q4: 66,538 shares; 2025Q1: 66,538 shares; 2025Q2: 66,538 shares; 2025Q3: 66,538 shares; 2025Q4: 66,538 shares; 2026Q1: not loaded; 2026Q2: 34,287 shares 34,287 $872K 0.07% 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: 3,866 shares; 2024Q4: 3,866 shares; 2025Q1: 3,866 shares; 2025Q2: 3,866 shares; 2025Q3: 3,866 shares; 2025Q4: 3,866 shares; 2026Q1: not loaded; 2026Q2: 1,675 shares 1,675 $860K 0.07% Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,876 shares; 2024Q4: 6,876 shares; 2025Q1: 6,876 shares; 2025Q2: 6,876 shares; 2025Q3: 6,876 shares; 2025Q4: 6,876 shares; 2026Q1: not loaded; 2026Q2: 4,948 shares 4,948 $860K 0.07% 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: not loaded; 2026Q2: 799 shares 799 $851K 0.07% Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,536 shares; 2024Q4: 34,536 shares; 2025Q1: 34,536 shares; 2025Q2: 34,536 shares; 2025Q3: 34,536 shares; 2025Q4: 34,536 shares; 2026Q1: not loaded; 2026Q2: 31,612 shares 31,612 $776K 0.06% 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: 24,499 shares; 2024Q4: 24,499 shares; 2025Q1: 24,499 shares; 2025Q2: 24,499 shares; 2025Q3: 24,499 shares; 2025Q4: 24,499 shares; 2026Q1: not loaded; 2026Q2: 31,936 shares 31,936 $771K 0.06% Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,441 shares; 2024Q4: 17,441 shares; 2025Q1: 17,441 shares; 2025Q2: 17,441 shares; 2025Q3: 17,441 shares; 2025Q4: 17,441 shares; 2026Q1: not loaded; 2026Q2: 4,348 shares 4,348 $763K 0.06% 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: 8,117 shares; 2024Q4: 8,117 shares; 2025Q1: 8,117 shares; 2025Q2: 8,117 shares; 2025Q3: 8,117 shares; 2025Q4: 8,117 shares; 2026Q1: not loaded; 2026Q2: 9,223 shares 9,223 $750K 0.06% Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 8,842 shares 8,842 $735K 0.06% Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: not loaded; 2026Q2: 606 shares 606 $712K 0.06% 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: 8,275 shares; 2024Q4: 8,275 shares; 2025Q1: 8,275 shares; 2025Q2: 8,275 shares; 2025Q3: 8,275 shares; 2025Q4: 8,275 shares; 2026Q1: not loaded; 2026Q2: 9,151 shares 9,151 $691K 0.06% Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,330 shares 1,330 $677K 0.06% 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: 6,907 shares; 2024Q4: 6,907 shares; 2025Q1: 6,907 shares; 2025Q2: 6,907 shares; 2025Q3: 6,907 shares; 2025Q4: 6,907 shares; 2026Q1: not loaded; 2026Q2: 6,124 shares 6,124 $676K 0.05% Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 2,701 shares; 2026Q1: not loaded; 2026Q2: 2,448 shares 2,448 $675K 0.05% Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,052 shares; 2024Q4: 3,052 shares; 2025Q1: 3,052 shares; 2025Q2: 3,052 shares; 2025Q3: 3,052 shares; 2025Q4: 3,052 shares; 2026Q1: not loaded; 2026Q2: 2,609 shares 2,609 $621K 0.05% Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: not loaded; 2026Q2: 928 shares 928 $609K 0.05% Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 770 shares 770 $582K 0.05% Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,113 shares; 2024Q4: 5,113 shares; 2025Q1: 5,113 shares; 2025Q2: 5,113 shares; 2025Q3: 5,113 shares; 2025Q4: 5,113 shares; 2026Q1: not loaded; 2026Q2: 5,530 shares 5,530 $575K 0.05% Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,038 shares; 2024Q4: 4,038 shares; 2025Q1: 4,038 shares; 2025Q2: 4,038 shares; 2025Q3: 4,038 shares; 2025Q4: 4,038 shares; 2026Q1: not loaded; 2026Q2: 5,951 shares 5,951 $546K 0.04% 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: 6,330 shares; 2024Q4: 6,330 shares; 2025Q1: 6,330 shares; 2025Q2: 6,330 shares; 2025Q3: 6,330 shares; 2025Q4: 6,330 shares; 2026Q1: not loaded; 2026Q2: 7,627 shares 7,627 $522K 0.04% 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: not loaded; 2026Q2: 5,940 shares 5,940 $512K 0.04% 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: 4,680 shares; 2024Q4: 4,680 shares; 2025Q1: 4,680 shares; 2025Q2: 4,680 shares; 2025Q3: 4,680 shares; 2025Q4: 4,680 shares; 2026Q1: not loaded; 2026Q2: 3,771 shares 3,771 $511K 0.04% Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,537 shares; 2024Q4: 10,537 shares; 2025Q1: 10,537 shares; 2025Q2: 10,537 shares; 2025Q3: 10,537 shares; 2025Q4: 10,537 shares; 2026Q1: not loaded; 2026Q2: 8,643 shares 8,643 $498K 0.04% Timeline KBE 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: 8,622 shares; 2024Q4: 8,622 shares; 2025Q1: 8,622 shares; 2025Q2: 8,622 shares; 2025Q3: 8,622 shares; 2025Q4: 8,622 shares; 2026Q1: not loaded; 2026Q2: 7,285 shares 7,285 $497K 0.04% 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: 11,274 shares; 2024Q4: 11,274 shares; 2025Q1: 11,274 shares; 2025Q2: 11,274 shares; 2025Q3: 11,274 shares; 2025Q4: 11,274 shares; 2026Q1: not loaded; 2026Q2: 4,750 shares 4,750 $485K 0.04% Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,668 shares; 2024Q4: 7,668 shares; 2025Q1: 7,668 shares; 2025Q2: 7,668 shares; 2025Q3: 7,668 shares; 2025Q4: 7,668 shares; 2026Q1: not loaded; 2026Q2: 6,630 shares 6,630 $479K 0.04% 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: 1,204 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares; 2026Q1: not loaded; 2026Q2: 1,109 shares 1,109 $473K 0.04% 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: 4,017 shares; 2024Q4: 4,017 shares; 2025Q1: 4,017 shares; 2025Q2: 4,017 shares; 2025Q3: 4,017 shares; 2025Q4: 4,017 shares; 2026Q1: not loaded; 2026Q2: 3,218 shares 3,218 $472K 0.04% Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,196 shares; 2024Q4: 4,196 shares; 2025Q1: 4,196 shares; 2025Q2: 4,196 shares; 2025Q3: 4,196 shares; 2025Q4: 4,196 shares; 2026Q1: not loaded; 2026Q2: 3,036 shares 3,036 $456K 0.04% Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,988 shares; 2024Q4: 23,988 shares; 2025Q1: 23,988 shares; 2025Q2: 23,988 shares; 2025Q3: 23,988 shares; 2025Q4: 23,988 shares; 2026Q1: not loaded; 2026Q2: 21,877 shares 21,877 $453K 0.04% Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: not loaded; 2026Q2: 7,100 shares 7,100 $447K 0.04% Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,749 shares; 2024Q4: 18,749 shares; 2025Q1: 18,749 shares; 2025Q2: 18,749 shares; 2025Q3: 18,749 shares; 2025Q4: 18,749 shares; 2026Q1: not loaded; 2026Q2: 10,840 shares 10,840 $445K 0.04% Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,212 shares; 2024Q4: 5,212 shares; 2025Q1: 5,212 shares; 2025Q2: 5,212 shares; 2025Q3: 5,212 shares; 2025Q4: 5,212 shares; 2026Q1: not loaded; 2026Q2: 2,036 shares 2,036 $444K 0.04% Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,432 shares; 2024Q4: 58,432 shares; 2025Q1: 58,432 shares; 2025Q2: 58,432 shares; 2025Q3: 58,432 shares; 2025Q4: 58,432 shares; 2026Q1: not loaded; 2026Q2: 9,941 shares 9,941 $429K 0.03% Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: not loaded; 2026Q2: 2,500 shares 2,500 $420K 0.03% Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY 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 loaded; 2026Q2: 4,743 shares 4,743 $411K 0.03% 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: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: not loaded; 2026Q2: 1,083 shares 1,083 $401K 0.03% Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,340 shares 2,340 $397K 0.03% 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: 20,173 shares; 2024Q4: 20,173 shares; 2025Q1: 20,173 shares; 2025Q2: 20,173 shares; 2025Q3: 20,173 shares; 2025Q4: 20,173 shares; 2026Q1: not loaded; 2026Q2: 7,802 shares 7,802 $395K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 7,515 shares 7,515 $394K 0.03% Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,475 shares; 2024Q4: 4,475 shares; 2025Q1: 4,475 shares; 2025Q2: 4,475 shares; 2025Q3: 4,475 shares; 2025Q4: 4,475 shares; 2026Q1: not loaded; 2026Q2: 3,944 shares 3,944 $377K 0.03% Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,144 shares; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares; 2026Q1: not loaded; 2026Q2: 1,724 shares 1,724 $373K 0.03% Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,398 shares; 2024Q4: 54,398 shares; 2025Q1: 54,398 shares; 2025Q2: 54,398 shares; 2025Q3: 54,398 shares; 2025Q4: 54,398 shares; 2026Q1: not loaded; 2026Q2: 13,140 shares 13,140 $370K 0.03% 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: 4,235 shares; 2024Q4: 4,235 shares; 2025Q1: 4,235 shares; 2025Q2: 4,235 shares; 2025Q3: 4,235 shares; 2025Q4: 4,235 shares; 2026Q1: not loaded; 2026Q2: 11,620 shares 11,620 $368K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 6,466 shares 6,466 $368K 0.03% 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: 42,740 shares; 2024Q4: 42,740 shares; 2025Q1: 42,740 shares; 2025Q2: 42,740 shares; 2025Q3: 42,740 shares; 2025Q4: 42,740 shares; 2026Q1: not loaded; 2026Q2: 2,571 shares 2,571 $368K 0.03% Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,724 shares; 2024Q4: 8,724 shares; 2025Q1: 8,724 shares; 2025Q2: 8,724 shares; 2025Q3: 8,724 shares; 2025Q4: 8,724 shares; 2026Q1: not loaded; 2026Q2: 6,055 shares 6,055 $366K 0.03% Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,271 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares; 2025Q4: 1,271 shares; 2026Q1: not loaded; 2026Q2: 886 shares 886 $363K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,102 shares 2,102 $344K 0.03% Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares; 2026Q1: not loaded; 2026Q2: 2,029 shares 2,029 $343K 0.03% Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,358 shares; 2024Q4: 3,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,358 shares; 2025Q3: 3,358 shares; 2025Q4: 3,358 shares; 2026Q1: not loaded; 2026Q2: 3,211 shares 3,211 $342K 0.03% Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE 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: not loaded; 2026Q2: 6,332 shares 6,332 $341K 0.03% 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: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: not loaded; 2026Q2: 670 shares 670 $336K 0.03% Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: not loaded; 2026Q2: 3,000 shares 3,000 $335K 0.03% Timeline ESML 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: not loaded; 2026Q2: 5,956 shares 5,956 $333K 0.03% 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: not reported; 2026Q1: not loaded; 2026Q2: 3,175 shares 3,175 $326K 0.03% Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 3,525 shares 3,525 $319K 0.03% Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: not loaded; 2026Q2: 1,545 shares 1,545 $317K 0.03% Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,400 shares 2,400 $313K 0.03% Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,210 shares; 2024Q4: 3,210 shares; 2025Q1: 3,210 shares; 2025Q2: 3,210 shares; 2025Q3: 3,210 shares; 2025Q4: 3,210 shares; 2026Q1: not loaded; 2026Q2: 3,699 shares 3,699 $309K 0.03% Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,829 shares; 2024Q4: 6,829 shares; 2025Q1: 6,829 shares; 2025Q2: 6,829 shares; 2025Q3: 6,829 shares; 2025Q4: 6,829 shares; 2026Q1: not loaded; 2026Q2: 5,740 shares 5,740 $305K 0.02% Timeline XLC 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: 3,256 shares; 2024Q4: 3,256 shares; 2025Q1: 3,256 shares; 2025Q2: 3,256 shares; 2025Q3: 3,256 shares; 2025Q4: 3,256 shares; 2026Q1: not loaded; 2026Q2: 2,811 shares 2,811 $301K 0.02% Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: not loaded; 2026Q2: 2,699 shares 2,699 $296K 0.02% 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: 19,031 shares; 2024Q4: 19,031 shares; 2025Q1: 19,031 shares; 2025Q2: 19,031 shares; 2025Q3: 19,031 shares; 2025Q4: 19,031 shares; 2026Q1: not loaded; 2026Q2: 12,254 shares 12,254 $295K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,288 shares 1,288 $288K 0.02% Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,039 shares; 2024Q4: 3,039 shares; 2025Q1: 3,039 shares; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares; 2025Q4: 3,039 shares; 2026Q1: not loaded; 2026Q2: 1,819 shares 1,819 $285K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,288 shares 1,288 $285K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 646 shares 646 $279K 0.02% Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: not loaded; 2026Q2: 606 shares 606 $278K 0.02% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,996 shares 1,996 $273K 0.02% Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: not loaded; 2026Q2: 900 shares 900 $269K 0.02% Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,330 shares 1,330 $267K 0.02% Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,279 shares; 2024Q4: 3,279 shares; 2025Q1: 3,279 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 3,279 shares; 2026Q1: not loaded; 2026Q2: 3,239 shares 3,239 $264K 0.02% 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: 3,377 shares; 2024Q4: 3,377 shares; 2025Q1: 3,377 shares; 2025Q2: 3,377 shares; 2025Q3: 3,377 shares; 2025Q4: 3,377 shares; 2026Q1: not loaded; 2026Q2: 3,563 shares 3,563 $261K 0.02% Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: not loaded; 2026Q2: 1,180 shares 1,180 $250K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 4,654 shares 4,654 $250K 0.02% 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: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: not loaded; 2026Q2: 1,400 shares 1,400 $238K 0.02% Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 808 shares 808 $237K 0.02% Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,536 shares; 2024Q4: 6,536 shares; 2025Q1: 6,536 shares; 2025Q2: 6,536 shares; 2025Q3: 6,536 shares; 2025Q4: 6,536 shares; 2026Q1: not loaded; 2026Q2: 502 shares 502 $234K 0.02% Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: not loaded; 2026Q2: 2,300 shares 2,300 $230K 0.02% Timeline BBHY 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: 5,387 shares; 2024Q4: 5,387 shares; 2025Q1: 5,387 shares; 2025Q2: 5,387 shares; 2025Q3: 5,387 shares; 2025Q4: 5,387 shares; 2026Q1: not loaded; 2026Q2: 4,844 shares 4,844 $223K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 648 shares 648 $221K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 306 shares 306 $218K 0.02% Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,061 shares 2,061 $204K 0.02% Timeline