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: 34,525 shares; 2024Q4: 37,724 shares; 2025Q1: 80,864 shares; 2025Q2: 39,926 shares; 2025Q3: 59,940 shares; 2025Q4: 94,001 shares; 2026Q1: 103,708 shares; 2026Q2: 103,045 shares 103,045 $77M 15.47% -663 Timeline SCHB 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: 564,749 shares; 2024Q4: 1,699,198 shares; 2025Q1: 3,527,282 shares; 2025Q2: 1,775,141 shares; 2025Q3: 1,777,484 shares; 2025Q4: 1,779,549 shares; 2026Q1: 1,785,562 shares; 2026Q2: 1,789,502 shares 1,789,502 $51.8M 10.42% +3,940 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: 42,872 shares; 2024Q4: 44,811 shares; 2025Q1: 75,321 shares; 2025Q2: 45,729 shares; 2025Q3: 46,039 shares; 2025Q4: 64,592 shares; 2026Q1: 67,810 shares; 2026Q2: 70,396 shares 70,396 $48.3M 9.72% +2,586 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: 37,620 shares; 2024Q4: 37,215 shares; 2025Q1: 72,966 shares; 2025Q2: 37,016 shares; 2025Q3: 37,858 shares; 2025Q4: 39,600 shares; 2026Q1: 39,668 shares; 2026Q2: 39,468 shares 39,468 $29.1M 5.84% -200 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: 35,940 shares; 2024Q4: 35,606 shares; 2025Q1: 60,545 shares; 2025Q2: 68,796 shares; 2025Q3: 69,703 shares; 2025Q4: 54,798 shares; 2026Q1: 54,749 shares; 2026Q2: 55,983 shares 55,983 $16.2M 3.26% +1,234 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,990 shares; 2024Q4: 22,386 shares; 2025Q1: 48,968 shares; 2025Q2: 24,707 shares; 2025Q3: 25,544 shares; 2025Q4: 26,277 shares; 2026Q1: 29,008 shares; 2026Q2: 29,261 shares 29,261 $15.3M 3.07% +253 Timeline HYS 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: 107,286 shares; 2024Q4: 118,693 shares; 2025Q1: 258,042 shares; 2025Q2: 132,121 shares; 2025Q3: 139,714 shares; 2025Q4: 147,718 shares; 2026Q1: 162,054 shares; 2026Q2: 156,854 shares 156,854 $14.7M 2.95% -5,200 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,248 shares; 2024Q4: 29,337 shares; 2025Q1: 57,398 shares; 2025Q2: 29,107 shares; 2025Q3: 27,631 shares; 2025Q4: 41,414 shares; 2026Q1: 41,904 shares; 2026Q2: 42,847 shares 42,847 $13M 2.61% +943 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,569 shares; 2024Q4: 352,618 shares; 2025Q1: 351,895 shares; 2025Q2: 347,063 shares; 2025Q3: 307,951 shares; 2025Q4: 305,697 shares; 2026Q1: 273,022 shares; 2026Q2: 224,604 shares 224,604 $12.6M 2.54% -48,418 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,816 shares; 2024Q4: 104,329 shares; 2025Q1: 312,794 shares; 2025Q2: 186,189 shares; 2025Q3: 221,459 shares; 2025Q4: 270,608 shares; 2026Q1: 299,356 shares; 2026Q2: 320,084 shares 320,084 $12.2M 2.44% +20,728 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,343 shares; 2025Q1: 23,164 shares; 2025Q2: 23,027 shares; 2025Q3: 25,560 shares; 2025Q4: 31,850 shares; 2026Q1: 31,418 shares; 2026Q2: 28,535 shares 28,535 $10.4M 2.1% -2,883 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: 1,396 shares; 2024Q4: 3,371 shares; 2025Q1: 3,718 shares; 2025Q2: 7,437 shares; 2025Q3: 7,911 shares; 2025Q4: 15,627 shares; 2026Q1: 16,460 shares; 2026Q2: 108,116 shares 108,116 $9.31M 1.87% +91,656 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: 332,638 shares; 2024Q4: 341,538 shares; 2025Q1: 343,920 shares; 2025Q2: 338,375 shares; 2025Q3: 293,618 shares; 2025Q4: 284,253 shares; 2026Q1: 262,533 shares; 2026Q2: 228,670 shares 228,670 $8.74M 1.76% -33,863 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: 1,824 shares; 2024Q4: 1,826 shares; 2025Q1: 3,674 shares; 2025Q2: 3,890 shares; 2025Q3: 3,899 shares; 2025Q4: 7,098 shares; 2026Q1: 7,234 shares; 2026Q2: 7,312 shares 7,312 $7.79M 1.57% +78 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,770 shares; 2024Q4: 11,667 shares; 2025Q1: 17,071 shares; 2025Q2: 11,659 shares; 2025Q3: 11,595 shares; 2025Q4: 21,250 shares; 2026Q1: 19,769 shares; 2026Q2: 80,127 shares 80,127 $6.46M 1.3% +60,358 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,844 shares; 2024Q4: 5,899 shares; 2025Q1: 13,602 shares; 2025Q2: 6,840 shares; 2025Q3: 48,775 shares; 2025Q4: 63,601 shares; 2026Q1: 63,998 shares; 2026Q2: 66,325 shares 66,325 $5.33M 1.07% +2,327 Timeline MINT 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: 35,777 shares; 2024Q4: 37,666 shares; 2025Q1: 83,330 shares; 2025Q2: 41,184 shares; 2025Q3: 41,484 shares; 2025Q4: 42,568 shares; 2026Q1: 51,397 shares; 2026Q2: 52,501 shares 52,501 $5.29M 1.06% +1,104 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: 20,783 shares; 2024Q4: 26,644 shares; 2025Q1: 59,828 shares; 2025Q2: 34,308 shares; 2025Q3: 42,595 shares; 2025Q4: 56,679 shares; 2026Q1: 52,370 shares; 2026Q2: 52,527 shares 52,527 $5.2M 1.05% +157 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: 8,005 shares; 2024Q4: 8,276 shares; 2025Q1: 8,448 shares; 2025Q2: 11,657 shares; 2025Q3: 11,679 shares; 2025Q4: 9,883 shares; 2026Q1: 10,315 shares; 2026Q2: 13,123 shares 13,123 $4.9M 0.98% +2,808 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: 3,234 shares; 2024Q4: 3,189 shares; 2025Q1: 6,458 shares; 2025Q2: 3,719 shares; 2025Q3: 3,683 shares; 2025Q4: 8,886 shares; 2026Q1: 9,729 shares; 2026Q2: 9,608 shares 9,608 $4.81M 0.97% -121 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,152 shares; 2025Q4: 3,388 shares; 2026Q1: 3,683 shares; 2026Q2: 38,870 shares 38,870 $4.65M 0.93% +35,187 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,211 shares; 2024Q4: 318,865 shares; 2025Q1: not reported; 2025Q2: 451,154 shares; 2025Q3: 470,248 shares; 2025Q4: 244,142 shares; 2026Q1: 130,522 shares; 2026Q2: 123,249 shares 123,249 $4.29M 0.86% -7,273 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,048 shares; 2024Q4: 50,744 shares; 2025Q1: 118,308 shares; 2025Q2: 59,030 shares; 2025Q3: 59,185 shares; 2025Q4: 93,670 shares; 2026Q1: 93,670 shares; 2026Q2: 88,225 shares 88,225 $3.92M 0.79% -5,445 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,011 shares; 2024Q4: 101,059 shares; 2025Q1: 209,654 shares; 2025Q2: 108,136 shares; 2025Q3: 107,741 shares; 2025Q4: 115,819 shares; 2026Q1: 114,299 shares; 2026Q2: 116,288 shares 116,288 $3.77M 0.76% +1,989 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: 8,836 shares; 2024Q4: 9,057 shares; 2025Q1: 8,368 shares; 2025Q2: 9,678 shares; 2025Q3: 9,398 shares; 2025Q4: 11,306 shares; 2026Q1: 11,117 shares; 2026Q2: 12,672 shares 12,672 $3.22M 0.65% +1,555 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 19,932 shares; 2026Q1: 20,284 shares; 2026Q2: 20,415 shares 20,415 $2.99M 0.6% +131 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: 1,898 shares; 2024Q4: 1,898 shares; 2025Q1: 3,798 shares; 2025Q2: 2,527 shares; 2025Q3: 2,527 shares; 2025Q4: 4,670 shares; 2026Q1: 4,685 shares; 2026Q2: 4,685 shares 4,685 $2.97M 0.6% 0 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: 8,143 shares; 2024Q4: 7,918 shares; 2025Q1: 5,918 shares; 2025Q2: 7,679 shares; 2025Q3: 6,920 shares; 2025Q4: 7,920 shares; 2026Q1: 8,093 shares; 2026Q2: 9,146 shares 9,146 $2.91M 0.59% +1,053 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: 8,141 shares; 2024Q4: 7,691 shares; 2025Q1: 12,216 shares; 2025Q2: 8,650 shares; 2025Q3: 8,953 shares; 2025Q4: 10,202 shares; 2026Q1: 10,344 shares; 2026Q2: 11,887 shares 11,887 $2.83M 0.57% +1,543 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: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 9,300 shares 9,300 $2.81M 0.56% +8,800 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: 4,552 shares; 2024Q4: 4,322 shares; 2025Q1: not reported; 2025Q2: 5,390 shares; 2025Q3: 5,616 shares; 2025Q4: 6,487 shares; 2026Q1: 6,761 shares; 2026Q2: 6,738 shares 6,738 $2.8M 0.56% -23 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,303 shares; 2024Q4: 24,734 shares; 2025Q1: 69,814 shares; 2025Q2: 34,917 shares; 2025Q3: 24,042 shares; 2025Q4: 25,387 shares; 2026Q1: 25,582 shares; 2026Q2: 25,834 shares 25,834 $2.78M 0.56% +252 Timeline VIS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares; 2025Q4: 6,050 shares; 2026Q1: 6,571 shares; 2026Q2: 7,214 shares 7,214 $2.6M 0.52% +643 Timeline VHT 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: 1,301 shares; 2024Q4: 1,354 shares; 2025Q1: 2,560 shares; 2025Q2: 5,370 shares; 2025Q3: 5,409 shares; 2025Q4: 6,534 shares; 2026Q1: 7,837 shares; 2026Q2: 8,337 shares 8,337 $2.49M 0.5% +500 Timeline VCR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,099 shares; 2025Q3: 3,105 shares; 2025Q4: 5,156 shares; 2026Q1: 5,680 shares; 2026Q2: 6,254 shares 6,254 $2.48M 0.5% +574 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,479 shares; 2024Q4: 20,172 shares; 2025Q1: 43,589 shares; 2025Q2: 26,109 shares; 2025Q3: 26,255 shares; 2025Q4: 25,687 shares; 2026Q1: 25,257 shares; 2026Q2: 25,257 shares 25,257 $2.44M 0.49% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,744 shares; 2024Q4: 1,745 shares; 2025Q1: 3,119 shares; 2025Q2: 3,156 shares; 2025Q3: 3,256 shares; 2025Q4: 4,422 shares; 2026Q1: 5,407 shares; 2026Q2: 6,495 shares 6,495 $2.32M 0.47% +1,088 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: 1,643 shares; 2024Q4: 1,544 shares; 2025Q1: 3,068 shares; 2025Q2: 2,865 shares; 2025Q3: 2,969 shares; 2025Q4: 3,395 shares; 2026Q1: 3,477 shares; 2026Q2: 3,912 shares 3,912 $2.2M 0.44% +435 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: 36,209 shares; 2024Q4: 32,539 shares; 2025Q1: 47,902 shares; 2025Q2: 25,886 shares; 2025Q3: 25,877 shares; 2025Q4: 32,559 shares; 2026Q1: 28,303 shares; 2026Q2: 28,275 shares 28,275 $2.18M 0.44% -28 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 38,324 shares; 2026Q1: 41,279 shares; 2026Q2: 43,522 shares 43,522 $2.14M 0.43% +2,243 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: 6,195 shares; 2024Q4: 6,047 shares; 2025Q1: 6,592 shares; 2025Q2: 5,924 shares; 2025Q3: 12,308 shares; 2025Q4: 13,308 shares; 2026Q1: 12,942 shares; 2026Q2: 13,244 shares 13,244 $2.14M 0.43% +302 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,581 shares; 2024Q4: 5,581 shares; 2025Q1: 11,162 shares; 2025Q2: 5,581 shares; 2025Q3: 5,581 shares; 2025Q4: 5,581 shares; 2026Q1: 5,581 shares; 2026Q2: 5,581 shares 5,581 $1.92M 0.39% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,301 shares; 2024Q4: 6,200 shares; 2025Q1: not reported; 2025Q2: 6,200 shares; 2025Q3: 6,780 shares; 2025Q4: 13,780 shares; 2026Q1: 14,778 shares; 2026Q2: 14,854 shares 14,854 $1.91M 0.38% +76 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: 576 shares; 2024Q4: 577 shares; 2025Q1: 1,216 shares; 2025Q2: 1,383 shares; 2025Q3: 1,653 shares; 2025Q4: 4,344 shares; 2026Q1: 2,387 shares; 2026Q2: 2,374 shares 2,374 $1.78M 0.36% -13 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,905 shares; 2024Q4: 75,741 shares; 2025Q1: 151,682 shares; 2025Q2: 75,937 shares; 2025Q3: 72,816 shares; 2025Q4: 60,088 shares; 2026Q1: 60,137 shares; 2026Q2: 60,180 shares 60,180 $1.77M 0.36% +43 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: 1,731 shares; 2024Q4: 1,735 shares; 2025Q1: 3,480 shares; 2025Q2: 1,744 shares; 2025Q3: 2,741 shares; 2025Q4: 2,744 shares; 2026Q1: 2,290 shares; 2026Q2: 2,369 shares 2,369 $1.71M 0.34% +79 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: 5,276 shares; 2024Q4: 6,173 shares; 2025Q1: 12,886 shares; 2025Q2: 6,434 shares; 2025Q3: 7,630 shares; 2025Q4: 7,650 shares; 2026Q1: 7,660 shares; 2026Q2: 7,654 shares 7,654 $1.67M 0.34% -6 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,520 shares; 2026Q1: 4,939 shares; 2026Q2: 5,443 shares 5,443 $1.67M 0.34% +504 Timeline VFH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,342 shares; 2025Q3: 4,342 shares; 2025Q4: 9,241 shares; 2026Q1: 11,022 shares; 2026Q2: 12,329 shares 12,329 $1.62M 0.33% +1,307 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: not reported; 2024Q4: not reported; 2025Q1: 3,072 shares; 2025Q2: 1,538 shares; 2025Q3: 2,400 shares; 2025Q4: 11,402 shares; 2026Q1: 11,296 shares; 2026Q2: 11,297 shares 11,297 $1.62M 0.33% +1 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,188 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,561 shares; 2026Q1: 5,553 shares; 2026Q2: 5,554 shares 5,554 $1.55M 0.31% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares; 2026Q2: 7,300 shares 7,300 $1.55M 0.31% +1,400 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: 6,446 shares; 2024Q4: 6,498 shares; 2025Q1: 12,912 shares; 2025Q2: 6,283 shares; 2025Q3: 8,716 shares; 2025Q4: 9,155 shares; 2026Q1: 9,459 shares; 2026Q2: 7,659 shares 7,659 $1.53M 0.31% -1,800 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: 3,736 shares; 2024Q4: 3,699 shares; 2025Q1: 7,206 shares; 2025Q2: 3,699 shares; 2025Q3: 4,079 shares; 2025Q4: 4,027 shares; 2026Q1: 4,029 shares; 2026Q2: 4,052 shares 4,052 $1.5M 0.3% +23 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: not reported; 2025Q2: 3,645 shares; 2025Q3: 3,645 shares; 2025Q4: 7,058 shares; 2026Q1: 7,075 shares; 2026Q2: 7,058 shares 7,058 $1.45M 0.29% -17 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: 5,019 shares; 2024Q4: 5,014 shares; 2025Q1: 9,760 shares; 2025Q2: 4,601 shares; 2025Q3: 4,827 shares; 2025Q4: 4,831 shares; 2026Q1: 3,803 shares; 2026Q2: 4,037 shares 4,037 $1.43M 0.29% +234 Timeline SCHZ 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: 47,279 shares; 2024Q4: 101,897 shares; 2025Q1: 111,814 shares; 2025Q2: 56,481 shares; 2025Q3: 59,219 shares; 2025Q4: 58,870 shares; 2026Q1: 59,279 shares; 2026Q2: 59,891 shares 59,891 $1.39M 0.28% +612 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: 12,340 shares; 2024Q4: 10,724 shares; 2025Q1: 16,824 shares; 2025Q2: 8,891 shares; 2025Q3: 9,133 shares; 2025Q4: 9,495 shares; 2026Q1: 8,366 shares; 2026Q2: 9,141 shares 9,141 $1.36M 0.27% +775 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,284 shares; 2024Q4: 22,423 shares; 2025Q1: 54,860 shares; 2025Q2: 27,430 shares; 2025Q3: 27,820 shares; 2025Q4: 27,878 shares; 2026Q1: 30,398 shares; 2026Q2: 28,089 shares 28,089 $1.33M 0.27% -2,309 Timeline RSPR 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: 19,375 shares; 2025Q1: 59,950 shares; 2025Q2: 40,200 shares; 2025Q3: 40,000 shares; 2025Q4: 36,125 shares; 2026Q1: 36,125 shares; 2026Q2: 36,125 shares 36,125 $1.32M 0.27% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,429 shares; 2024Q4: 5,439 shares; 2025Q1: 15,514 shares; 2025Q2: 7,769 shares; 2025Q3: 7,779 shares; 2025Q4: 9,032 shares; 2026Q1: 9,482 shares; 2026Q2: 10,233 shares 10,233 $1.22M 0.24% +751 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: 8,014 shares; 2024Q4: 8,044 shares; 2025Q1: 33,754 shares; 2025Q2: 16,943 shares; 2025Q3: 17,001 shares; 2025Q4: 17,064 shares; 2026Q1: 17,117 shares; 2026Q2: 17,194 shares 17,194 $1.16M 0.23% +77 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: 8,616 shares; 2024Q4: 7,644 shares; 2025Q1: 19,908 shares; 2025Q2: 9,010 shares; 2025Q3: 12,338 shares; 2025Q4: 19,616 shares; 2026Q1: 20,215 shares; 2026Q2: 16,112 shares 16,112 $1.15M 0.23% -4,103 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,579 shares; 2024Q4: 14,275 shares; 2025Q1: 29,450 shares; 2025Q2: 14,924 shares; 2025Q3: 14,655 shares; 2025Q4: 15,247 shares; 2026Q1: 14,533 shares; 2026Q2: 13,877 shares 13,877 $1.1M 0.22% -656 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: 3,562 shares; 2024Q4: 3,567 shares; 2025Q1: 3,946 shares; 2025Q2: 4,120 shares; 2025Q3: 4,121 shares; 2025Q4: 2,695 shares; 2026Q1: 3,262 shares; 2026Q2: 3,325 shares 3,325 $1.09M 0.22% +63 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: 3,933 shares; 2024Q4: 3,745 shares; 2025Q1: 8,314 shares; 2025Q2: 4,125 shares; 2025Q3: 4,224 shares; 2025Q4: 4,245 shares; 2026Q1: 4,189 shares; 2026Q2: 4,140 shares 4,140 $980K 0.2% -49 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 14,328 shares; 2025Q4: 32,555 shares; 2026Q1: 35,892 shares; 2026Q2: 36,252 shares 36,252 $949K 0.19% +360 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 7,455 shares; 2026Q1: 7,003 shares; 2026Q2: 8,233 shares 8,233 $904K 0.18% +1,230 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,431 shares; 2024Q4: 6,696 shares; 2025Q1: 14,406 shares; 2025Q2: 7,219 shares; 2025Q3: 8,620 shares; 2025Q4: 8,669 shares; 2026Q1: 8,818 shares; 2026Q2: 8,387 shares 8,387 $869K 0.17% -431 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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 reported; 2026Q2: 1,351 shares 1,351 $863K 0.17% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,535 shares; 2024Q4: 11,535 shares; 2025Q1: 22,802 shares; 2025Q2: 11,401 shares; 2025Q3: 11,401 shares; 2025Q4: 11,401 shares; 2026Q1: 11,298 shares; 2026Q2: 11,298 shares 11,298 $854K 0.17% 0 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: 3,376 shares; 2024Q4: 3,237 shares; 2025Q1: 5,460 shares; 2025Q2: 3,881 shares; 2025Q3: 3,884 shares; 2025Q4: 3,175 shares; 2026Q1: 3,121 shares; 2026Q2: 3,085 shares 3,085 $834K 0.17% -36 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,686 shares; 2026Q2: 1,743 shares 1,743 $832K 0.17% +57 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: 5,556 shares; 2024Q4: 5,691 shares; 2025Q1: 12,350 shares; 2025Q2: 7,466 shares; 2025Q3: 7,835 shares; 2025Q4: 7,896 shares; 2026Q1: 9,784 shares; 2026Q2: 9,645 shares 9,645 $801K 0.16% -139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,880 shares; 2025Q4: 26,880 shares; 2026Q1: 26,880 shares; 2026Q2: 26,880 shares 26,880 $780K 0.16% 0 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: 10,213 shares; 2024Q4: 12,201 shares; 2025Q1: 14,312 shares; 2025Q2: 7,655 shares; 2025Q3: 7,880 shares; 2025Q4: 13,152 shares; 2026Q1: 13,367 shares; 2026Q2: 12,914 shares 12,914 $771K 0.15% -453 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: 8,528 shares; 2024Q4: 25,768 shares; 2025Q1: 51,964 shares; 2025Q2: 25,695 shares; 2025Q3: 25,810 shares; 2025Q4: 24,581 shares; 2026Q1: 24,295 shares; 2026Q2: 23,138 shares 23,138 $734K 0.15% -1,157 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: 2,314 shares; 2024Q4: 2,311 shares; 2025Q1: 3,902 shares; 2025Q2: 1,953 shares; 2025Q3: 2,003 shares; 2025Q4: 2,052 shares; 2026Q1: 1,952 shares; 2026Q2: 1,947 shares 1,947 $728K 0.15% -5 Timeline SHV 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: 6,496 shares; 2026Q2: 6,490 shares 6,490 $716K 0.14% -6 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,483 shares; 2024Q4: 5,428 shares; 2025Q1: 10,424 shares; 2025Q2: 5,253 shares; 2025Q3: 6,398 shares; 2025Q4: 6,231 shares; 2026Q1: 6,129 shares; 2026Q2: 6,125 shares 6,125 $715K 0.14% -4 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: 10,297 shares; 2024Q4: 10,297 shares; 2025Q1: 20,594 shares; 2025Q2: 10,022 shares; 2025Q3: 15,268 shares; 2025Q4: 12,282 shares; 2026Q1: 11,662 shares; 2026Q2: 11,662 shares 11,662 $704K 0.14% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,930 shares; 2024Q4: 3,212 shares; 2025Q1: 6,143 shares; 2025Q2: 3,218 shares; 2025Q3: 4,423 shares; 2025Q4: 4,138 shares; 2026Q1: 5,125 shares; 2026Q2: 6,210 shares 6,210 $703K 0.14% +1,085 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,480 shares; 2026Q1: 5,591 shares; 2026Q2: 5,976 shares 5,976 $702K 0.14% +385 Timeline BOND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,444 shares 7,444 $686K 0.14% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,103 shares; 2024Q4: 20,989 shares; 2025Q1: 42,078 shares; 2025Q2: 21,108 shares; 2025Q3: 20,759 shares; 2025Q4: 18,846 shares; 2026Q1: 18,893 shares; 2026Q2: 18,924 shares 18,924 $684K 0.14% +31 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 20,014 shares; 2025Q4: 20,191 shares; 2026Q1: 24,414 shares; 2026Q2: 24,611 shares 24,611 $676K 0.14% +197 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,654 shares; 2024Q4: 15,654 shares; 2025Q1: 31,308 shares; 2025Q2: 15,654 shares; 2025Q3: 15,654 shares; 2025Q4: 15,654 shares; 2026Q1: 15,654 shares; 2026Q2: 15,654 shares 15,654 $668K 0.13% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 4,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares; 2026Q2: 2,260 shares 2,260 $645K 0.13% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 546 shares; 2026Q2: 546 shares 546 $641K 0.13% 0 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: 4,707 shares; 2024Q4: 4,521 shares; 2025Q1: 2,184 shares; 2025Q2: 5,196 shares; 2025Q3: 5,010 shares; 2025Q4: 4,754 shares; 2026Q1: 4,740 shares; 2026Q2: 4,786 shares 4,786 $625K 0.13% +46 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,352 shares; 2025Q1: 1,639 shares; 2025Q2: 2,952 shares; 2025Q3: 3,618 shares; 2025Q4: 4,478 shares; 2026Q1: 3,478 shares; 2026Q2: 4,142 shares 4,142 $607K 0.12% +664 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: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares; 2026Q2: 1,700 shares 1,700 $580K 0.12% +130 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,765 shares; 2025Q3: 3,915 shares; 2025Q4: 4,012 shares; 2026Q1: 3,573 shares; 2026Q2: 7,076 shares 7,076 $575K 0.12% +3,503 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,954 shares; 2024Q4: 7,954 shares; 2025Q1: 15,908 shares; 2025Q2: 7,954 shares; 2025Q3: 7,514 shares; 2025Q4: 7,374 shares; 2026Q1: 6,947 shares; 2026Q2: 6,947 shares 6,947 $572K 0.11% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,816 shares; 2024Q4: 40,861 shares; 2025Q1: 40,970 shares; 2025Q2: 38,734 shares; 2025Q3: 37,737 shares; 2025Q4: 34,707 shares; 2026Q1: 23,870 shares; 2026Q2: 12,239 shares 12,239 $569K 0.11% -11,631 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,943 shares; 2024Q4: 14,792 shares; 2025Q1: 19,868 shares; 2025Q2: 15,497 shares; 2025Q3: 15,621 shares; 2025Q4: 16,580 shares; 2026Q1: 6,428 shares; 2026Q2: 6,058 shares 6,058 $567K 0.11% -370 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: 5,681 shares; 2024Q4: 5,681 shares; 2025Q1: 11,362 shares; 2025Q2: 5,681 shares; 2025Q3: 5,681 shares; 2025Q4: 5,681 shares; 2026Q1: 5,681 shares; 2026Q2: 5,681 shares 5,681 $553K 0.11% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063 shares; 2024Q4: 1,128 shares; 2025Q1: 1,166 shares; 2025Q2: not reported; 2025Q3: 497 shares; 2025Q4: 659 shares; 2026Q1: 868 shares; 2026Q2: 1,296 shares 1,296 $545K 0.11% +428 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: 415 shares; 2024Q4: 414 shares; 2025Q1: 830 shares; 2025Q2: 416 shares; 2025Q3: 435 shares; 2025Q4: 417 shares; 2026Q1: 418 shares; 2026Q2: 454 shares 454 $545K 0.11% +36 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: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 2,038 shares; 2025Q2: 990 shares; 2025Q3: 1,017 shares; 2025Q4: 1,017 shares; 2026Q1: 1,023 shares; 2026Q2: 1,017 shares 1,017 $522K 0.1% -6 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: 1,369 shares; 2024Q4: 1,369 shares; 2025Q1: 2,738 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 3,488 shares; 2026Q1: 2,738 shares; 2026Q2: 2,738 shares 2,738 $522K 0.1% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,892 shares; 2025Q2: not reported; 2025Q3: 2,566 shares; 2025Q4: 4,215 shares; 2026Q1: 4,147 shares; 2026Q2: 4,087 shares 4,087 $517K 0.1% -60 Timeline XLU 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: 2,617 shares; 2024Q4: not reported; 2025Q1: 6,440 shares; 2025Q2: 3,285 shares; 2025Q3: 3,910 shares; 2025Q4: 7,878 shares; 2026Q1: 11,288 shares; 2026Q2: 11,329 shares 11,329 $514K 0.1% +41 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: 2,060 shares; 2024Q4: 2,140 shares; 2025Q1: 4,294 shares; 2025Q2: 2,144 shares; 2025Q3: 2,552 shares; 2025Q4: 2,519 shares; 2026Q1: 2,143 shares; 2026Q2: 2,251 shares 2,251 $502K 0.1% +108 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,728 shares; 2024Q4: 4,520 shares; 2025Q1: not reported; 2025Q2: 4,604 shares; 2025Q3: 4,607 shares; 2025Q4: 4,201 shares; 2026Q1: 4,204 shares; 2026Q2: 4,207 shares 4,207 $478K 0.1% +3 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 944 shares; 2024Q4: 944 shares; 2025Q1: 1,888 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 944 shares; 2026Q1: 944 shares; 2026Q2: 3,776 shares 3,776 $469K 0.09% +2,832 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: 15,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,353 shares 3,353 $468K 0.09% new 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: 3,205 shares; 2025Q4: 4,205 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $463K 0.09% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,703 shares; 2024Q4: 3,731 shares; 2025Q1: 7,228 shares; 2025Q2: 7,233 shares; 2025Q3: 9,401 shares; 2025Q4: 9,403 shares; 2026Q1: 9,404 shares; 2026Q2: 9,406 shares 9,406 $452K 0.09% +2 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES 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: 8,386 shares; 2026Q1: 8,386 shares; 2026Q2: 8,338 shares 8,338 $435K 0.09% -48 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 19,940 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,642 shares; 2026Q2: 9,586 shares 9,586 $433K 0.09% -56 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: 940 shares; 2024Q4: 940 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,447 shares; 2025Q4: 1,447 shares; 2026Q1: 1,487 shares; 2026Q2: 1,524 shares 1,524 $429K 0.09% +37 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846 shares; 2026Q1: 856 shares; 2026Q2: 1,159 shares 1,159 $420K 0.08% +303 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,611 shares; 2024Q4: 4,062 shares; 2025Q1: 8,150 shares; 2025Q2: 4,045 shares; 2025Q3: 3,521 shares; 2025Q4: 3,607 shares; 2026Q1: 3,809 shares; 2026Q2: 4,309 shares 4,309 $398K 0.08% +500 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: 2,111 shares; 2024Q4: 1,117 shares; 2025Q1: 2,234 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 1,056 shares; 2026Q1: 1,076 shares; 2026Q2: 1,075 shares 1,075 $396K 0.08% -1 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: not reported; 2025Q2: not reported; 2025Q3: 2,916 shares; 2025Q4: 5,989 shares; 2026Q1: 5,540 shares; 2026Q2: 5,024 shares 5,024 $393K 0.08% -516 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: 523 shares; 2024Q4: 494 shares; 2025Q1: 869 shares; 2025Q2: 452 shares; 2025Q3: 386 shares; 2025Q4: 384 shares; 2026Q1: 387 shares; 2026Q2: 400 shares 400 $374K 0.08% +13 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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 reported; 2026Q2: 3,707 shares 3,707 $368K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,114 shares 1,114 $368K 0.07% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,428 shares; 2024Q4: not reported; 2025Q1: 2,648 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,440 shares; 2026Q1: 2,268 shares; 2026Q2: 2,276 shares 2,276 $361K 0.07% +8 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: 7,099 shares; 2024Q4: 6,659 shares; 2025Q1: 7,728 shares; 2025Q2: 3,464 shares; 2025Q3: 7,334 shares; 2025Q4: 7,334 shares; 2026Q1: 4,689 shares; 2026Q2: 3,464 shares 3,464 $360K 0.07% -1,225 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 1,300 shares 1,300 $359K 0.07% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $354K 0.07% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247 shares; 2024Q4: 1,248 shares; 2025Q1: 2,418 shares; 2025Q2: 1,242 shares; 2025Q3: 1,103 shares; 2025Q4: 1,035 shares; 2026Q1: 992 shares; 2026Q2: 999 shares 999 $343K 0.07% +7 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,099 shares; 2024Q4: 3,568 shares; 2025Q1: 3,704 shares; 2025Q2: 6,168 shares; 2025Q3: 7,423 shares; 2025Q4: 4,183 shares; 2026Q1: 4,192 shares; 2026Q2: 4,095 shares 4,095 $338K 0.07% -97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,527 shares 3,527 $337K 0.07% new Timeline JBL JABIL INC More: the full row for JABIL 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: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $335K 0.07% 0 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 reported; 2026Q2: 289 shares 289 $333K 0.07% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,222 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,841 shares; 2026Q1: 2,204 shares; 2026Q2: 2,008 shares 2,008 $333K 0.07% -196 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: 2,313 shares; 2024Q4: 2,316 shares; 2025Q1: 4,638 shares; 2025Q2: 2,322 shares; 2025Q3: 2,324 shares; 2025Q4: 2,327 shares; 2026Q1: 2,329 shares; 2026Q2: 2,331 shares 2,331 $321K 0.06% +2 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 804 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 452 shares; 2026Q1: not reported; 2026Q2: 3,699 shares 3,699 $306K 0.06% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: not reported; 2025Q1: 5,274 shares; 2025Q2: not reported; 2025Q3: 3,380 shares; 2025Q4: 3,356 shares; 2026Q1: 3,294 shares; 2026Q2: 3,390 shares 3,390 $298K 0.06% +96 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: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares; 2026Q2: 1,825 shares 1,825 $288K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,195 shares 1,195 $271K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 9,062 shares; 2025Q2: 5,390 shares; 2025Q3: 7,729 shares; 2025Q4: 6,692 shares; 2026Q1: 6,325 shares; 2026Q2: 6,401 shares 6,401 $271K 0.05% +76 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares; 2026Q1: 5,062 shares; 2026Q2: 5,062 shares 5,062 $271K 0.05% 0 Timeline MGV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares; 2026Q2: 1,606 shares 1,606 $263K 0.05% 0 Timeline XAR 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: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $255K 0.05% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,445 shares 1,445 $247K 0.05% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,038 shares; 2025Q2: not reported; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares; 2026Q2: 1,019 shares 1,019 $243K 0.05% 0 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: 3,846 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,795 shares; 2026Q1: 2,795 shares; 2026Q2: 2,795 shares 2,795 $234K 0.05% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,818 shares; 2025Q3: 5,818 shares; 2025Q4: 5,688 shares; 2026Q1: 5,688 shares; 2026Q2: 5,688 shares 5,688 $234K 0.05% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,143 shares; 2024Q4: 15,152 shares; 2025Q1: 30,009 shares; 2025Q2: 15,171 shares; 2025Q3: 15,177 shares; 2025Q4: 15,181 shares; 2026Q1: 15,184 shares; 2026Q2: 14,973 shares 14,973 $231K 0.05% -211 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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: 3,705 shares; 2026Q2: 3,711 shares 3,711 $230K 0.05% +6 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,490 shares; 2025Q2: not reported; 2025Q3: 4,235 shares; 2025Q4: 4,235 shares; 2026Q1: 4,235 shares; 2026Q2: 4,235 shares 4,235 $230K 0.05% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,739 shares 3,739 $227K 0.05% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,444 shares; 2025Q4: 4,444 shares; 2026Q1: 3,803 shares; 2026Q2: 3,803 shares 3,803 $219K 0.04% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: not reported; 2025Q3: 1,315 shares; 2025Q4: 1,315 shares; 2026Q1: not reported; 2026Q2: 853 shares 853 $215K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,568 shares; 2026Q1: 3,568 shares; 2026Q2: 2,592 shares 2,592 $214K 0.04% -976 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 2,840 shares 2,840 $210K 0.04% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 2,971 shares; 2025Q4: 2,971 shares; 2026Q1: not reported; 2026Q2: 2,713 shares 2,713 $209K 0.04% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 594 shares; 2026Q2: 700 shares 700 $203K 0.04% +106 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,087 shares 1,087 $201K 0.04% new Timeline