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: restricted; 2024Q4: 134,849 shares; 2025Q1: 126,074 shares; 2025Q2: 126,759 shares; 2025Q3: 126,114 shares; 2025Q4: 128,485 shares; 2026Q1: 128,485 shares; 2026Q2: 130,889 shares 130,889 $48.4M 51.15% +2,404 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: restricted; 2024Q4: 1,398 shares; 2025Q1: 16,346 shares; 2025Q2: 16,424 shares; 2025Q3: 16,615 shares; 2025Q4: 34,642 shares; 2026Q1: 34,642 shares; 2026Q2: 36,094 shares 36,094 $6.88M 7.26% +1,452 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: restricted; 2024Q4: 43,459 shares; 2025Q1: 10,187 shares; 2025Q2: 9,624 shares; 2025Q3: 11,031 shares; 2025Q4: 14,244 shares; 2026Q1: 14,244 shares; 2026Q2: 21,447 shares 21,447 $6.44M 6.81% +7,203 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: restricted; 2024Q4: not reported; 2025Q1: 64,013 shares; 2025Q2: 64,085 shares; 2025Q3: 58,427 shares; 2025Q4: 49,503 shares; 2026Q1: 49,503 shares; 2026Q2: 35,835 shares 35,835 $5.31M 5.61% -13,668 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: restricted; 2024Q4: 13,212 shares; 2025Q1: 12,154 shares; 2025Q2: 13,654 shares; 2025Q3: 13,654 shares; 2025Q4: 12,846 shares; 2026Q1: 12,846 shares; 2026Q2: 12,385 shares 12,385 $3.58M 3.78% -461 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: restricted; 2024Q4: 3,064 shares; 2025Q1: 2,328 shares; 2025Q2: 2,261 shares; 2025Q3: 2,291 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares; 2026Q2: 2,060 shares 2,060 $2.47M 2.61% -114 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: restricted; 2024Q4: 1,585 shares; 2025Q1: 10,430 shares; 2025Q2: 10,447 shares; 2025Q3: 10,493 shares; 2025Q4: 11,020 shares; 2026Q1: 11,020 shares; 2026Q2: 11,825 shares 11,825 $2.19M 2.31% +805 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: restricted; 2024Q4: 8,927 shares; 2025Q1: 6,796 shares; 2025Q2: 6,614 shares; 2025Q3: 6,590 shares; 2025Q4: 5,804 shares; 2026Q1: 5,804 shares; 2026Q2: 5,610 shares 5,610 $2.09M 2.21% -194 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: restricted; 2024Q4: 7,173 shares; 2025Q1: 4,799 shares; 2025Q2: 4,557 shares; 2025Q3: 4,574 shares; 2025Q4: 4,325 shares; 2026Q1: 4,325 shares; 2026Q2: 3,984 shares 3,984 $1.99M 2.11% -341 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: restricted; 2024Q4: not reported; 2025Q1: 23,548 shares; 2025Q2: 23,714 shares; 2025Q3: 23,903 shares; 2025Q4: 25,669 shares; 2026Q1: 25,669 shares; 2026Q2: 29,586 shares 29,586 $1.59M 1.68% +3,917 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,394 shares; 2025Q2: 5,431 shares; 2025Q3: 5,536 shares; 2025Q4: 11,807 shares; 2026Q1: 11,807 shares; 2026Q2: 13,449 shares 13,449 $1.58M 1.67% +1,642 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: restricted; 2024Q4: not reported; 2025Q1: 11,646 shares; 2025Q2: 11,709 shares; 2025Q3: 11,769 shares; 2025Q4: 12,507 shares; 2026Q1: 12,507 shares; 2026Q2: 14,097 shares 14,097 $1.51M 1.59% +1,590 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: restricted; 2024Q4: 44,132 shares; 2025Q1: 40,861 shares; 2025Q2: 36,238 shares; 2025Q3: 36,275 shares; 2025Q4: 39,616 shares; 2026Q1: 39,616 shares; 2026Q2: 32,966 shares 32,966 $1.35M 1.43% -6,650 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,997 shares; 2025Q2: 8,102 shares; 2025Q3: 8,190 shares; 2025Q4: 8,994 shares; 2026Q1: 8,994 shares; 2026Q2: 11,701 shares 11,701 $1.28M 1.35% +2,707 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: restricted; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 2,426 shares; 2025Q3: 3,781 shares; 2025Q4: 3,957 shares; 2026Q1: 3,957 shares; 2026Q2: 4,450 shares 4,450 $1.06M 1.12% +493 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: restricted; 2024Q4: 3,212 shares; 2025Q1: 3,212 shares; 2025Q2: 3,212 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares; 2026Q2: 2,309 shares 2,309 $996K 1.05% -546 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: restricted; 2024Q4: not reported; 2025Q1: 728 shares; 2025Q2: 700 shares; 2025Q3: 701 shares; 2025Q4: 692 shares; 2026Q1: 692 shares; 2026Q2: 819 shares 819 $872K 0.92% +127 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: restricted; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares; 2025Q3: 2,116 shares; 2025Q4: 2,116 shares; 2026Q1: 2,116 shares; 2026Q2: 2,407 shares 2,407 $851K 0.9% +291 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: restricted; 2024Q4: not reported; 2025Q1: 2,108 shares; 2025Q2: 2,033 shares; 2025Q3: 2,046 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 2,535 shares 2,535 $830K 0.88% +395 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: restricted; 2024Q4: not reported; 2025Q1: 689 shares; 2025Q2: 684 shares; 2025Q3: 693 shares; 2025Q4: 756 shares; 2026Q1: 756 shares; 2026Q2: 950 shares 950 $535K 0.57% +194 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: restricted; 2024Q4: not reported; 2025Q1: 2,302 shares; 2025Q2: 2,232 shares; 2025Q3: 6,433 shares; 2025Q4: 7,208 shares; 2026Q1: 7,208 shares; 2026Q2: 3,751 shares 3,751 $524K 0.55% -3,457 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,851 shares; 2025Q1: 5,939 shares; 2025Q2: 5,614 shares; 2025Q3: 5,322 shares; 2025Q4: 3,865 shares; 2026Q1: 3,865 shares; 2026Q2: 2,169 shares 2,169 $461K 0.49% -1,696 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: restricted; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares; 2026Q2: 1,160 shares 1,160 $420K 0.44% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,520 shares; 2025Q1: 3,249 shares; 2025Q2: 3,291 shares; 2025Q3: 3,288 shares; 2025Q4: 2,288 shares; 2026Q1: 2,288 shares; 2026Q2: 2,426 shares 2,426 $244K 0.26% +138 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 719 shares; 2026Q1: 719 shares; 2026Q2: 719 shares 719 $163K 0.17% 0 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: restricted; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $156K 0.16% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 945 shares; 2026Q1: 945 shares; 2026Q2: 956 shares 956 $126K 0.13% +11 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: restricted; 2024Q4: not reported; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $111K 0.12% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: 828 shares; 2026Q2: 828 shares 828 $97.1K 0.1% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,096 shares; 2025Q1: 1,999 shares; 2025Q2: 1,766 shares; 2025Q3: 1,468 shares; 2025Q4: 972 shares; 2026Q1: 972 shares; 2026Q2: 532 shares 532 $84.5K 0.09% -440 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: restricted; 2024Q4: not reported; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 798 shares 798 $76.8K 0.08% -167 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: restricted; 2024Q4: not reported; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 183 shares 183 $64.5K 0.07% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 884 shares 884 $53.4K 0.06% new 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: restricted; 2024Q4: not reported; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 655 shares; 2026Q2: 368 shares 368 $50.3K 0.05% -287 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: restricted; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares; 2025Q4: 1,913 shares; 2026Q1: 1,913 shares; 2026Q2: 1,913 shares 1,913 $39.6K 0.04% 0 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: restricted; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 589 shares; 2026Q1: 589 shares; 2026Q2: 590 shares 590 $33K 0.03% +1 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: restricted; 2024Q4: not reported; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $22.3K 0.02% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares; 2026Q2: 297 shares 297 $21.6K 0.02% 0 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $20.6K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $14K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares; 2026Q2: 289 shares 289 $13.1K 0.01% 0 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,960 shares; 2026Q2: 1,960 shares 1,960 $12.2K 0.01% 0 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $6.88K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 42 shares 42 $6.87K 0.01% +1 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $6.86K 0.01% 0 Timeline NULV 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: restricted; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $6.7K 0.01% 0 Timeline