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: 31,261 shares; 2024Q4: 35,610 shares; 2025Q1: 37,624 shares; 2025Q2: 45,657 shares; 2025Q3: 43,931 shares; 2025Q4: 46,658 shares; 2026Q1: 49,061 shares; 2026Q2: 49,306 shares 49,306 $36.3M 8.21% +245 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: 12,097 shares; 2024Q4: 18,923 shares; 2025Q1: 26,036 shares; 2025Q2: 33,898 shares; 2025Q3: 35,380 shares; 2025Q4: 37,859 shares; 2026Q1: 45,376 shares; 2026Q2: 287,480 shares 287,480 $23.8M 5.37% +242,104 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,130 shares; 2024Q4: 46,553 shares; 2025Q1: 38,864 shares; 2025Q2: 66,611 shares; 2025Q3: 75,288 shares; 2025Q4: 90,330 shares; 2026Q1: 145,434 shares; 2026Q2: 159,531 shares 159,531 $19.8M 4.49% +14,097 Timeline JPST 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: 124,984 shares; 2024Q4: 136,402 shares; 2025Q1: 221,374 shares; 2025Q2: 290,524 shares; 2025Q3: 293,958 shares; 2025Q4: 308,311 shares; 2026Q1: 365,353 shares; 2026Q2: 388,992 shares 388,992 $19.7M 4.45% +23,639 Timeline FNDF 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: 96,792 shares; 2024Q4: 137,853 shares; 2025Q1: 131,471 shares; 2025Q2: 202,538 shares; 2025Q3: 221,795 shares; 2025Q4: 233,097 shares; 2026Q1: 299,490 shares; 2026Q2: 360,671 shares 360,671 $19M 4.3% +61,181 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: 71,649 shares; 2024Q4: 71,990 shares; 2025Q1: 71,596 shares; 2025Q2: 70,869 shares; 2025Q3: 66,571 shares; 2025Q4: 65,207 shares; 2026Q1: 64,578 shares; 2026Q2: 64,465 shares 64,465 $18.7M 4.22% -113 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: 95,026 shares; 2024Q4: 94,050 shares; 2025Q1: 90,917 shares; 2025Q2: 91,512 shares; 2025Q3: 86,337 shares; 2025Q4: 83,868 shares; 2026Q1: 82,453 shares; 2026Q2: 81,581 shares 81,581 $16.3M 3.69% -872 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,579 shares; 2024Q4: 235,516 shares; 2025Q1: 260,754 shares; 2025Q2: 333,583 shares; 2025Q3: 357,114 shares; 2025Q4: 372,569 shares; 2026Q1: 432,203 shares; 2026Q2: 473,030 shares 473,030 $11.9M 2.68% +40,827 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,414 shares; 2024Q4: 95,496 shares; 2025Q1: 99,588 shares; 2025Q2: 106,154 shares; 2025Q3: 91,447 shares; 2025Q4: 92,703 shares; 2026Q1: 94,997 shares; 2026Q2: 90,060 shares 90,060 $11.2M 2.54% -4,937 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,370 shares; 2024Q4: 76,361 shares; 2025Q1: 79,143 shares; 2025Q2: 86,415 shares; 2025Q3: 76,408 shares; 2025Q4: 72,030 shares; 2026Q1: 63,669 shares; 2026Q2: 54,966 shares 54,966 $11M 2.48% -8,703 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: 53,983 shares; 2024Q4: 51,933 shares; 2025Q1: 53,231 shares; 2025Q2: 56,399 shares; 2025Q3: 50,663 shares; 2025Q4: 47,784 shares; 2026Q1: 43,322 shares; 2026Q2: 42,275 shares 42,275 $10M 2.26% -1,047 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,473 shares; 2024Q4: 125,286 shares; 2025Q1: 139,852 shares; 2025Q2: 175,938 shares; 2025Q3: 187,694 shares; 2025Q4: 196,303 shares; 2026Q1: 224,720 shares; 2026Q2: 248,697 shares 248,697 $9.82M 2.22% +23,977 Timeline SLYG 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: 26,222 shares; 2024Q4: 39,492 shares; 2025Q1: 46,549 shares; 2025Q2: 59,996 shares; 2025Q3: 62,008 shares; 2025Q4: 66,118 shares; 2026Q1: 75,440 shares; 2026Q2: 78,256 shares 78,256 $9.32M 2.11% +2,816 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: 5,684 shares; 2024Q4: 7,186 shares; 2025Q1: 12,578 shares; 2025Q2: 15,630 shares; 2025Q3: 14,833 shares; 2025Q4: 12,604 shares; 2026Q1: 12,275 shares; 2026Q2: 12,152 shares 12,152 $9.07M 2.05% -123 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: 36,540 shares; 2024Q4: 36,497 shares; 2025Q1: 40,934 shares; 2025Q2: 48,457 shares; 2025Q3: 46,242 shares; 2025Q4: 44,778 shares; 2026Q1: 40,772 shares; 2026Q2: 39,763 shares 39,763 $8.67M 1.96% -1,009 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,662 shares; 2024Q4: 75,515 shares; 2025Q1: 80,531 shares; 2025Q2: 104,609 shares; 2025Q3: 114,080 shares; 2025Q4: 119,703 shares; 2026Q1: 138,319 shares; 2026Q2: 150,872 shares 150,872 $7.63M 1.73% +12,553 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,762 shares; 2024Q4: 73,604 shares; 2025Q1: 75,139 shares; 2025Q2: 81,300 shares; 2025Q3: 73,875 shares; 2025Q4: 76,796 shares; 2026Q1: 87,220 shares; 2026Q2: 92,164 shares 92,164 $7.57M 1.71% +4,944 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: 23,205 shares; 2024Q4: 23,302 shares; 2025Q1: 22,681 shares; 2025Q2: 22,314 shares; 2025Q3: 19,900 shares; 2025Q4: 19,600 shares; 2026Q1: 19,666 shares; 2026Q2: 19,618 shares 19,618 $7.32M 1.65% -48 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: 8,243 shares; 2024Q4: 8,166 shares; 2025Q1: 8,285 shares; 2025Q2: 8,175 shares; 2025Q3: 7,589 shares; 2025Q4: 7,539 shares; 2026Q1: 7,312 shares; 2026Q2: 7,360 shares 7,360 $6.89M 1.56% +48 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,761 shares; 2024Q4: 11,502 shares; 2025Q1: 11,383 shares; 2025Q2: 11,544 shares; 2025Q3: 8,901 shares; 2025Q4: 9,028 shares; 2026Q1: 7,130 shares; 2026Q2: 6,896 shares 6,896 $6.65M 1.5% -234 Timeline IMCG 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: 4,888 shares; 2025Q1: 14,338 shares; 2025Q2: 32,709 shares; 2025Q3: 41,426 shares; 2025Q4: 47,023 shares; 2026Q1: 58,311 shares; 2026Q2: 63,687 shares 63,687 $6.26M 1.42% +5,376 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,585 shares; 2024Q4: 64,550 shares; 2025Q1: 63,155 shares; 2025Q2: 74,201 shares; 2025Q3: 83,119 shares; 2025Q4: 85,603 shares; 2026Q1: 89,592 shares; 2026Q2: 94,612 shares 94,612 $5.88M 1.33% +5,020 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: 2,750 shares; 2024Q4: 2,935 shares; 2025Q1: 2,967 shares; 2025Q2: 3,140 shares; 2025Q3: 2,519 shares; 2025Q4: 2,466 shares; 2026Q1: 1,955 shares; 2026Q2: 18,787 shares 18,787 $5.67M 1.28% +16,832 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: 33,612 shares; 2024Q4: 33,561 shares; 2025Q1: 27,624 shares; 2025Q2: 24,883 shares; 2025Q3: 24,478 shares; 2025Q4: 31,453 shares; 2026Q1: 32,635 shares; 2026Q2: 32,755 shares 32,755 $5.43M 1.23% +120 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767 shares; 2024Q4: 18,537 shares; 2025Q1: 19,138 shares; 2025Q2: 19,678 shares; 2025Q3: 15,574 shares; 2025Q4: 14,607 shares; 2026Q1: 13,451 shares; 2026Q2: 13,364 shares 13,364 $5.05M 1.14% -87 Timeline SPHQ 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: 31,224 shares; 2024Q4: 43,603 shares; 2025Q1: 49,451 shares; 2025Q2: 58,571 shares; 2025Q3: 57,672 shares; 2025Q4: 55,421 shares; 2026Q1: 53,809 shares; 2026Q2: 51,921 shares 51,921 $4.68M 1.06% -1,888 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: 14,162 shares; 2024Q4: 13,788 shares; 2025Q1: 12,077 shares; 2025Q2: 12,910 shares; 2025Q3: 12,457 shares; 2025Q4: 12,456 shares; 2026Q1: 12,485 shares; 2026Q2: 12,446 shares 12,446 $4.45M 1.01% -39 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,518 shares; 2024Q4: 61,774 shares; 2025Q1: 50,402 shares; 2025Q2: 46,772 shares; 2025Q3: 49,579 shares; 2025Q4: 46,836 shares; 2026Q1: 46,480 shares; 2026Q2: 48,298 shares 48,298 $4.34M 0.98% +1,818 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: 3,110 shares; 2024Q4: 3,248 shares; 2025Q1: 3,319 shares; 2025Q2: 3,298 shares; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares; 2026Q1: 3,248 shares; 2026Q2: 3,470 shares 3,470 $4.16M 0.94% +222 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: 15,949 shares; 2024Q4: 15,751 shares; 2025Q1: 15,888 shares; 2025Q2: 15,632 shares; 2025Q3: 12,920 shares; 2025Q4: 12,698 shares; 2026Q1: 12,110 shares; 2026Q2: 12,045 shares 12,045 $3.94M 0.89% -65 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: 15,569 shares; 2024Q4: 13,936 shares; 2025Q1: 13,533 shares; 2025Q2: 12,537 shares; 2025Q3: 11,166 shares; 2025Q4: 21,989 shares; 2026Q1: 21,357 shares; 2026Q2: 20,132 shares 20,132 $3.84M 0.87% -1,225 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,180 shares; 2025Q3: 12,829 shares; 2025Q4: 14,892 shares; 2026Q1: 13,021 shares; 2026Q2: 14,079 shares 14,079 $3.6M 0.81% +1,058 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: 15,070 shares; 2024Q4: 14,999 shares; 2025Q1: 13,707 shares; 2025Q2: 14,867 shares; 2025Q3: 15,416 shares; 2025Q4: 15,411 shares; 2026Q1: 15,209 shares; 2026Q2: 14,804 shares 14,804 $3.53M 0.8% -405 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: 4,228 shares; 2024Q4: 4,356 shares; 2025Q1: 4,483 shares; 2025Q2: 4,846 shares; 2025Q3: 4,948 shares; 2025Q4: 4,922 shares; 2026Q1: 4,932 shares; 2026Q2: 4,978 shares 4,978 $2.8M 0.63% +46 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: 15,176 shares; 2024Q4: 15,006 shares; 2025Q1: 13,972 shares; 2025Q2: 13,759 shares; 2025Q3: 11,529 shares; 2025Q4: 10,819 shares; 2026Q1: 10,124 shares; 2026Q2: 10,058 shares 10,058 $2.55M 0.58% -66 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: 32,004 shares; 2024Q4: 30,562 shares; 2025Q1: 29,766 shares; 2025Q2: 29,804 shares; 2025Q3: 23,688 shares; 2025Q4: 23,000 shares; 2026Q1: 21,452 shares; 2026Q2: 21,318 shares 21,318 $2.5M 0.57% -134 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: 16,592 shares; 2024Q4: 16,609 shares; 2025Q1: 16,502 shares; 2025Q2: 16,869 shares; 2025Q3: 15,417 shares; 2025Q4: 15,531 shares; 2026Q1: 15,855 shares; 2026Q2: 13,449 shares 13,449 $2.49M 0.56% -2,406 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: 17,788 shares; 2024Q4: 17,708 shares; 2025Q1: 18,454 shares; 2025Q2: 18,467 shares; 2025Q3: 18,208 shares; 2025Q4: 18,190 shares; 2026Q1: 18,178 shares; 2026Q2: 18,145 shares 18,145 $2.48M 0.56% -33 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,911 shares; 2024Q4: 40,911 shares; 2025Q1: 40,912 shares; 2025Q2: 40,912 shares; 2025Q3: 40,912 shares; 2025Q4: 40,913 shares; 2026Q1: 40,913 shares; 2026Q2: 34,873 shares 34,873 $2.39M 0.54% -6,040 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: 4,874 shares; 2024Q4: 4,937 shares; 2025Q1: 4,885 shares; 2025Q2: 4,670 shares; 2025Q3: 4,470 shares; 2025Q4: 4,485 shares; 2026Q1: 4,462 shares; 2026Q2: 4,465 shares 4,465 $2.23M 0.51% +3 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,057 shares; 2024Q4: 12,108 shares; 2025Q1: 12,024 shares; 2025Q2: 12,043 shares; 2025Q3: 10,424 shares; 2025Q4: 10,158 shares; 2026Q1: 9,451 shares; 2026Q2: 9,324 shares 9,324 $2.06M 0.46% -127 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,053 shares; 2024Q4: 59,906 shares; 2025Q1: 70,059 shares; 2025Q2: 77,840 shares; 2025Q3: 95,453 shares; 2025Q4: 95,453 shares; 2026Q1: 129,186 shares; 2026Q2: 111,372 shares 111,372 $2.01M 0.45% -17,814 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: 21,114 shares; 2024Q4: 20,962 shares; 2025Q1: 20,814 shares; 2025Q2: 19,860 shares; 2025Q3: 18,521 shares; 2025Q4: 17,956 shares; 2026Q1: 17,140 shares; 2026Q2: 16,999 shares 16,999 $1.93M 0.44% -141 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: 5,415 shares; 2024Q4: 5,428 shares; 2025Q1: 5,542 shares; 2025Q2: 5,409 shares; 2025Q3: 5,220 shares; 2025Q4: 5,228 shares; 2026Q1: 5,229 shares; 2026Q2: 5,300 shares 5,300 $1.87M 0.42% +71 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,877 shares; 2024Q4: 9,794 shares; 2025Q1: 10,296 shares; 2025Q2: 12,224 shares; 2025Q3: 14,429 shares; 2025Q4: 14,708 shares; 2026Q1: 17,007 shares; 2026Q2: 31,418 shares 31,418 $1.81M 0.41% +14,411 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS 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: 25,122 shares 25,122 $1.79M 0.41% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,924 shares; 2024Q4: 3,891 shares; 2025Q1: 3,830 shares; 2025Q2: 3,962 shares; 2025Q3: 3,160 shares; 2025Q4: 3,179 shares; 2026Q1: 2,640 shares; 2026Q2: 2,743 shares 2,743 $1.74M 0.39% +103 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: not reported; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 3,782 shares; 2025Q3: 3,332 shares; 2025Q4: 3,327 shares; 2026Q1: 3,327 shares; 2026Q2: 3,327 shares 3,327 $1.74M 0.39% 0 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: 11,391 shares; 2024Q4: 11,500 shares; 2025Q1: 11,497 shares; 2025Q2: 12,622 shares; 2025Q3: 11,762 shares; 2025Q4: 11,076 shares; 2026Q1: 11,484 shares; 2026Q2: 11,410 shares 11,410 $1.67M 0.38% -74 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,642 shares; 2024Q4: 5,830 shares; 2025Q1: 5,760 shares; 2025Q2: 5,297 shares; 2025Q3: 4,759 shares; 2025Q4: 4,441 shares; 2026Q1: 4,070 shares; 2026Q2: 4,058 shares 4,058 $1.61M 0.36% -12 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,372 shares; 2024Q4: 1,352 shares; 2025Q1: 1,351 shares; 2025Q2: 1,303 shares; 2025Q3: 1,254 shares; 2025Q4: 1,245 shares; 2026Q1: 1,164 shares; 2026Q2: 1,148 shares 1,148 $1.56M 0.35% -16 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: 14,304 shares; 2024Q4: 14,214 shares; 2025Q1: 13,754 shares; 2025Q2: 12,613 shares; 2025Q3: 11,069 shares; 2025Q4: 10,712 shares; 2026Q1: 11,347 shares; 2026Q2: 11,179 shares 11,179 $1.51M 0.34% -168 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: 2,845 shares; 2024Q4: 3,188 shares; 2025Q1: 3,143 shares; 2025Q2: 4,478 shares; 2025Q3: 4,595 shares; 2025Q4: 4,757 shares; 2026Q1: 4,944 shares; 2026Q2: 5,000 shares 5,000 $1.49M 0.34% +56 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: 11,986 shares; 2024Q4: 11,929 shares; 2025Q1: 12,061 shares; 2025Q2: 12,538 shares; 2025Q3: 11,006 shares; 2025Q4: 11,015 shares; 2026Q1: 10,364 shares; 2026Q2: 10,128 shares 10,128 $1.49M 0.34% -236 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: 2,048 shares; 2025Q2: 2,045 shares; 2025Q3: 1,633 shares; 2025Q4: 1,601 shares; 2026Q1: 1,510 shares; 2026Q2: 1,497 shares 1,497 $1.44M 0.33% -13 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,688 shares; 2024Q4: 8,469 shares; 2025Q1: 8,513 shares; 2025Q2: 8,571 shares; 2025Q3: 6,969 shares; 2025Q4: 6,993 shares; 2026Q1: 6,870 shares; 2026Q2: 6,948 shares 6,948 $1.44M 0.33% +78 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: 1,804 shares; 2024Q4: 2,313 shares; 2025Q1: 2,448 shares; 2025Q2: 3,321 shares; 2025Q3: 2,573 shares; 2025Q4: 2,814 shares; 2026Q1: 2,824 shares; 2026Q2: 2,932 shares 2,932 $1.4M 0.32% +108 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: 3,480 shares; 2024Q4: 4,871 shares; 2025Q1: 4,737 shares; 2025Q2: 5,360 shares; 2025Q3: 4,686 shares; 2025Q4: 4,590 shares; 2026Q1: 4,373 shares; 2026Q2: 3,817 shares 3,817 $1.38M 0.31% -556 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,256 shares; 2026Q2: 10,750 shares 10,750 $1.37M 0.31% +494 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,345 shares; 2025Q3: 12,983 shares; 2025Q4: 13,030 shares; 2026Q1: 13,589 shares; 2026Q2: 11,287 shares 11,287 $1.34M 0.3% -2,302 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: 4,936 shares; 2024Q4: 5,172 shares; 2025Q1: 5,123 shares; 2025Q2: 5,364 shares; 2025Q3: 5,303 shares; 2025Q4: 5,355 shares; 2026Q1: 5,273 shares; 2026Q2: 5,299 shares 5,299 $1.33M 0.3% +26 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: 5,954 shares; 2024Q4: 5,807 shares; 2025Q1: 5,781 shares; 2025Q2: 5,673 shares; 2025Q3: 4,848 shares; 2025Q4: 4,702 shares; 2026Q1: 4,424 shares; 2026Q2: 4,895 shares 4,895 $1.32M 0.3% +471 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: 19,945 shares; 2024Q4: 20,065 shares; 2025Q1: 19,832 shares; 2025Q2: 20,085 shares; 2025Q3: 16,957 shares; 2025Q4: 16,668 shares; 2026Q1: 14,788 shares; 2026Q2: 14,443 shares 14,443 $1.31M 0.3% -345 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: 7,227 shares; 2024Q4: 7,112 shares; 2025Q1: 7,094 shares; 2025Q2: 6,969 shares; 2025Q3: 5,577 shares; 2025Q4: 5,374 shares; 2026Q1: 4,827 shares; 2026Q2: 4,812 shares 4,812 $1.3M 0.29% -15 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: 8,314 shares; 2024Q4: 8,539 shares; 2025Q1: 8,647 shares; 2025Q2: 8,025 shares; 2025Q3: 7,851 shares; 2025Q4: 7,768 shares; 2026Q1: 7,495 shares; 2026Q2: 7,573 shares 7,573 $1.28M 0.29% +78 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 reported; 2026Q2: 5,646 shares 5,646 $1.26M 0.29% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,646 shares 5,646 $1.25M 0.28% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,418 shares; 2024Q4: 15,523 shares; 2025Q1: 14,802 shares; 2025Q2: 14,094 shares; 2025Q3: 12,612 shares; 2025Q4: 12,183 shares; 2026Q1: 11,893 shares; 2026Q2: 11,810 shares 11,810 $1.23M 0.28% -83 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 91,320 shares; 2026Q1: 30,699 shares; 2026Q2: 13,571 shares 13,571 $1.21M 0.27% -17,128 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: 3,826 shares; 2024Q4: 3,795 shares; 2025Q1: 3,645 shares; 2025Q2: 3,939 shares; 2025Q3: 3,236 shares; 2025Q4: 3,369 shares; 2026Q1: 2,867 shares; 2026Q2: 1,471 shares 1,471 $1.1M 0.25% -1,396 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: 3,463 shares; 2024Q4: 3,540 shares; 2025Q1: 3,520 shares; 2025Q2: 3,247 shares; 2025Q3: 3,101 shares; 2025Q4: 3,104 shares; 2026Q1: 3,066 shares; 2026Q2: 3,076 shares 3,076 $1.08M 0.25% +10 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: 15,591 shares; 2024Q4: 16,344 shares; 2025Q1: 16,360 shares; 2025Q2: 17,800 shares; 2025Q3: 13,705 shares; 2025Q4: 13,723 shares; 2026Q1: 15,629 shares; 2026Q2: 17,960 shares 17,960 $1.02M 0.23% +2,331 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,611 shares; 2025Q4: 2,603 shares; 2026Q1: 3,012 shares; 2026Q2: 3,366 shares 3,366 $1M 0.23% +354 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,571 shares; 2024Q4: 14,319 shares; 2025Q1: 14,221 shares; 2025Q2: 13,991 shares; 2025Q3: 11,318 shares; 2025Q4: 10,235 shares; 2026Q1: 10,658 shares; 2026Q2: 10,172 shares 10,172 $1M 0.23% -486 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: 5,797 shares; 2024Q4: 5,861 shares; 2025Q1: 5,847 shares; 2025Q2: 6,059 shares; 2025Q3: 4,635 shares; 2025Q4: 4,770 shares; 2026Q1: 4,970 shares; 2026Q2: 4,927 shares 4,927 $988K 0.22% -43 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: not reported; 2024Q4: 5,089 shares; 2025Q1: 5,911 shares; 2025Q2: 9,470 shares; 2025Q3: 8,079 shares; 2025Q4: 8,560 shares; 2026Q1: 9,464 shares; 2026Q2: 10,083 shares 10,083 $965K 0.22% +619 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,377 shares; 2025Q1: 1,566 shares; 2025Q2: 1,899 shares; 2025Q3: 1,595 shares; 2025Q4: 1,654 shares; 2026Q1: 7,431 shares; 2026Q2: 8,184 shares 8,184 $963K 0.22% +753 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,945 shares; 2025Q3: 33,395 shares; 2025Q4: 32,271 shares; 2026Q1: 33,002 shares; 2026Q2: 35,491 shares 35,491 $900K 0.2% +2,489 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: 936 shares; 2024Q4: 971 shares; 2025Q1: 1,009 shares; 2025Q2: 1,075 shares; 2025Q3: 1,155 shares; 2025Q4: 11,661 shares; 2026Q1: 11,939 shares; 2026Q2: 12,362 shares 12,362 $883K 0.2% +423 Timeline SPWO SP FUNDS TRUST More: the full row for SP FUNDS 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: 7,829 shares; 2026Q2: 24,855 shares 24,855 $859K 0.19% +17,026 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: 10,809 shares; 2024Q4: 10,556 shares; 2025Q1: 10,525 shares; 2025Q2: 9,809 shares; 2025Q3: 8,394 shares; 2025Q4: 7,697 shares; 2026Q1: 6,957 shares; 2026Q2: 6,949 shares 6,949 $815K 0.18% -8 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,305 shares; 2026Q2: 57,896 shares 57,896 $805K 0.18% +6,591 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: 2,030 shares; 2024Q4: 2,361 shares; 2025Q1: 2,314 shares; 2025Q2: 2,680 shares; 2025Q3: 2,449 shares; 2025Q4: 2,185 shares; 2026Q1: 2,304 shares; 2026Q2: 2,343 shares 2,343 $804K 0.18% +39 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: 2,338 shares; 2024Q4: 2,068 shares; 2025Q1: 2,397 shares; 2025Q2: 2,654 shares; 2025Q3: 2,786 shares; 2025Q4: 2,755 shares; 2026Q1: 2,912 shares; 2026Q2: 2,848 shares 2,848 $801K 0.18% -64 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,055 shares; 2024Q4: 18,982 shares; 2025Q1: 18,890 shares; 2025Q2: 19,537 shares; 2025Q3: 15,127 shares; 2025Q4: 15,609 shares; 2026Q1: 15,098 shares; 2026Q2: 15,503 shares 15,503 $772K 0.17% +405 Timeline GMOI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,284 shares 20,284 $760K 0.17% new 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: 4,328 shares; 2024Q4: 4,766 shares; 2025Q1: 4,545 shares; 2025Q2: 4,550 shares; 2025Q3: 4,350 shares; 2025Q4: 4,283 shares; 2026Q1: 4,059 shares; 2026Q2: 3,900 shares 3,900 $740K 0.17% -159 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,717 shares; 2024Q4: 12,251 shares; 2025Q1: 12,251 shares; 2025Q2: 12,678 shares; 2025Q3: 9,662 shares; 2025Q4: 9,532 shares; 2026Q1: 8,793 shares; 2026Q2: 9,087 shares 9,087 $738K 0.17% +294 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: 5,717 shares; 2024Q4: 8,425 shares; 2025Q1: 8,232 shares; 2025Q2: 12,638 shares; 2025Q3: 10,768 shares; 2025Q4: 10,304 shares; 2026Q1: 10,142 shares; 2026Q2: 9,264 shares 9,264 $725K 0.16% -878 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: 4,634 shares; 2024Q4: 4,588 shares; 2025Q1: 4,580 shares; 2025Q2: 6,582 shares; 2025Q3: 6,123 shares; 2025Q4: 6,226 shares; 2026Q1: 6,085 shares; 2026Q2: 6,085 shares 6,085 $711K 0.16% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,279 shares; 2025Q2: 4,093 shares; 2025Q3: 3,672 shares; 2025Q4: 3,636 shares; 2026Q1: 3,816 shares; 2026Q2: 4,117 shares 4,117 $699K 0.16% +301 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,022 shares; 2024Q4: 6,755 shares; 2025Q1: 5,080 shares; 2025Q2: 5,553 shares; 2025Q3: 4,459 shares; 2025Q4: 4,388 shares; 2026Q1: 4,269 shares; 2026Q2: 5,855 shares 5,855 $691K 0.16% +1,586 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: 5,290 shares; 2024Q4: 5,718 shares; 2025Q1: 5,640 shares; 2025Q2: 5,791 shares; 2025Q3: 5,483 shares; 2025Q4: 5,330 shares; 2026Q1: 4,973 shares; 2026Q2: 4,797 shares 4,797 $687K 0.16% -176 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715 shares; 2024Q4: 1,717 shares; 2025Q1: 1,723 shares; 2025Q2: 1,731 shares; 2025Q3: 1,731 shares; 2025Q4: 1,734 shares; 2026Q1: 1,736 shares; 2026Q2: 1,739 shares 1,739 $678K 0.15% +3 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: 1,299 shares; 2024Q4: 1,317 shares; 2025Q1: 1,236 shares; 2025Q2: 1,380 shares; 2025Q3: 1,398 shares; 2025Q4: 1,185 shares; 2026Q1: 955 shares; 2026Q2: 973 shares 973 $668K 0.15% +18 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: 1,712 shares; 2024Q4: 1,677 shares; 2025Q1: 1,703 shares; 2025Q2: 1,747 shares; 2025Q3: 1,360 shares; 2025Q4: 1,376 shares; 2026Q1: 1,270 shares; 2026Q2: 1,294 shares 1,294 $659K 0.15% +24 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: 2,988 shares; 2024Q4: 2,932 shares; 2025Q1: 2,927 shares; 2025Q2: 2,762 shares; 2025Q3: 2,346 shares; 2025Q4: 2,142 shares; 2026Q1: 2,076 shares; 2026Q2: 2,254 shares 2,254 $655K 0.15% +178 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: 11,017 shares; 2024Q4: 10,882 shares; 2025Q1: 10,606 shares; 2025Q2: 9,864 shares; 2025Q3: 9,325 shares; 2025Q4: 8,569 shares; 2026Q1: 7,777 shares; 2026Q2: 7,457 shares 7,457 $655K 0.15% -320 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,213 shares; 2024Q4: 2,186 shares; 2025Q1: 2,170 shares; 2025Q2: 1,998 shares; 2025Q3: 1,685 shares; 2025Q4: 1,454 shares; 2026Q1: 1,306 shares; 2026Q2: 1,257 shares 1,257 $652K 0.15% -49 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 644 shares; 2025Q2: 799 shares; 2025Q3: 753 shares; 2025Q4: 760 shares; 2026Q1: 821 shares; 2026Q2: 901 shares 901 $649K 0.15% +80 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: 18,137 shares; 2024Q4: 20,201 shares; 2025Q1: 19,357 shares; 2025Q2: 19,492 shares; 2025Q3: 16,006 shares; 2025Q4: 16,171 shares; 2026Q1: 14,175 shares; 2026Q2: 14,893 shares 14,893 $631K 0.14% +718 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,021 shares; 2024Q4: 4,985 shares; 2025Q1: 4,913 shares; 2025Q2: 4,867 shares; 2025Q3: 4,712 shares; 2025Q4: 4,675 shares; 2026Q1: 4,600 shares; 2026Q2: 6,731 shares 6,731 $624K 0.14% +2,131 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: 2,306 shares; 2024Q4: 2,301 shares; 2025Q1: 2,334 shares; 2025Q2: 2,270 shares; 2025Q3: 1,643 shares; 2025Q4: 1,248 shares; 2026Q1: not reported; 2026Q2: 1,490 shares 1,490 $619K 0.14% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,080 shares; 2025Q3: 3,095 shares; 2025Q4: 3,116 shares; 2026Q1: 3,339 shares; 2026Q2: 3,504 shares 3,504 $618K 0.14% +165 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: 755 shares; 2024Q4: 760 shares; 2025Q1: 762 shares; 2025Q2: 724 shares; 2025Q3: 578 shares; 2025Q4: 577 shares; 2026Q1: 576 shares; 2026Q2: 574 shares 574 $611K 0.14% -2 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: 2,796 shares; 2024Q4: 2,735 shares; 2025Q1: 2,660 shares; 2025Q2: 3,613 shares; 2025Q3: 3,403 shares; 2025Q4: 3,388 shares; 2026Q1: 4,904 shares; 2026Q2: 5,966 shares 5,966 $610K 0.14% +1,062 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: 1,215 shares; 2024Q4: 1,251 shares; 2025Q1: 966 shares; 2025Q2: 923 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 793 shares; 2026Q2: 789 shares 789 $596K 0.13% -4 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: 878 shares; 2024Q4: 1,131 shares; 2025Q1: 1,144 shares; 2025Q2: 1,308 shares; 2025Q3: 1,151 shares; 2025Q4: 963 shares; 2026Q1: 1,067 shares; 2026Q2: 1,144 shares 1,144 $587K 0.13% +77 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: 4,642 shares; 2024Q4: 4,809 shares; 2025Q1: 4,705 shares; 2025Q2: 4,907 shares; 2025Q3: 4,148 shares; 2025Q4: 6,717 shares; 2026Q1: 6,902 shares; 2026Q2: 6,952 shares 6,952 $575K 0.13% +50 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,589 shares; 2024Q4: 14,589 shares; 2025Q1: 14,589 shares; 2025Q2: 14,589 shares; 2025Q3: 14,589 shares; 2025Q4: 14,589 shares; 2026Q1: 14,505 shares; 2026Q2: 14,505 shares 14,505 $533K 0.12% 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: 5,848 shares; 2024Q4: 6,666 shares; 2025Q1: 6,574 shares; 2025Q2: 4,294 shares; 2025Q3: 4,143 shares; 2025Q4: 4,118 shares; 2026Q1: 4,238 shares; 2026Q2: 4,136 shares 4,136 $531K 0.12% -102 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,881 shares; 2025Q1: 6,088 shares; 2025Q2: 7,944 shares; 2025Q3: 6,794 shares; 2025Q4: 6,413 shares; 2026Q1: 7,106 shares; 2026Q2: 7,248 shares 7,248 $528K 0.12% +142 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,368 shares; 2024Q4: 18,253 shares; 2025Q1: 17,828 shares; 2025Q2: 17,239 shares; 2025Q3: 12,989 shares; 2025Q4: 11,791 shares; 2026Q1: 11,599 shares; 2026Q2: 11,855 shares 11,855 $506K 0.11% +256 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: 2,807 shares; 2024Q4: 2,694 shares; 2025Q1: 2,691 shares; 2025Q2: 2,448 shares; 2025Q3: 2,131 shares; 2025Q4: 1,932 shares; 2026Q1: 1,690 shares; 2026Q2: 1,596 shares 1,596 $502K 0.11% -94 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 7,415 shares; 2026Q1: 7,145 shares; 2026Q2: 8,277 shares 8,277 $498K 0.11% +1,132 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,266 shares; 2024Q4: 2,236 shares; 2025Q1: 2,231 shares; 2025Q2: 2,048 shares; 2025Q3: 1,659 shares; 2025Q4: 1,541 shares; 2026Q1: 1,351 shares; 2026Q2: 1,379 shares 1,379 $488K 0.11% +28 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 868 shares; 2025Q4: 959 shares; 2026Q1: 1,073 shares; 2026Q2: 1,111 shares 1,111 $473K 0.11% +38 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 833 shares; 2025Q2: 1,153 shares; 2025Q3: 868 shares; 2025Q4: 818 shares; 2026Q1: 853 shares; 2026Q2: 958 shares 958 $470K 0.11% +105 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: 4,729 shares; 2024Q4: 4,809 shares; 2025Q1: 4,661 shares; 2025Q2: 4,703 shares; 2025Q3: 4,717 shares; 2025Q4: 4,707 shares; 2026Q1: 4,746 shares; 2026Q2: 4,712 shares 4,712 $454K 0.1% -34 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,401 shares; 2024Q4: 2,338 shares; 2025Q1: 2,332 shares; 2025Q2: 2,054 shares; 2025Q3: 1,779 shares; 2025Q4: 1,582 shares; 2026Q1: 1,365 shares; 2026Q2: 1,331 shares 1,331 $453K 0.1% -34 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,259 shares; 2024Q4: 5,286 shares; 2025Q1: 4,671 shares; 2025Q2: 5,819 shares; 2025Q3: 5,034 shares; 2025Q4: 5,215 shares; 2026Q1: 6,453 shares; 2026Q2: 6,719 shares 6,719 $443K 0.1% +266 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,112 shares; 2026Q2: 5,876 shares 5,876 $440K 0.1% +764 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: 707 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 730 shares; 2025Q3: 480 shares; 2025Q4: 449 shares; 2026Q1: 432 shares; 2026Q2: 3,456 shares 3,456 $413K 0.09% +3,024 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,094 shares; 2025Q1: 3,094 shares; 2025Q2: 4,148 shares; 2025Q3: 4,129 shares; 2025Q4: 4,121 shares; 2026Q1: 4,121 shares; 2026Q2: 4,129 shares 4,129 $399K 0.09% +8 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,173 shares; 2026Q2: 5,317 shares 5,317 $395K 0.09% +1,144 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: 10,104 shares; 2025Q3: 6,846 shares; 2025Q4: 7,640 shares; 2026Q1: 7,019 shares; 2026Q2: 6,476 shares 6,476 $394K 0.09% -543 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 734 shares; 2025Q2: 879 shares; 2025Q3: 854 shares; 2025Q4: 860 shares; 2026Q1: 1,026 shares; 2026Q2: 1,151 shares 1,151 $389K 0.09% +125 Timeline SPYM 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: 4,049 shares; 2024Q4: 4,049 shares; 2025Q1: 4,049 shares; 2025Q2: 5,968 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares; 2026Q1: 4,388 shares; 2026Q2: 4,377 shares 4,377 $385K 0.09% -11 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,168 shares; 2024Q4: 3,168 shares; 2025Q1: 3,864 shares; 2025Q2: 3,895 shares; 2025Q3: 3,895 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares; 2026Q2: 4,065 shares 4,065 $379K 0.09% +21 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: 2,283 shares; 2024Q4: 2,279 shares; 2025Q1: 2,291 shares; 2025Q2: 2,142 shares; 2025Q3: 1,808 shares; 2025Q4: 1,698 shares; 2026Q1: 1,537 shares; 2026Q2: 1,280 shares 1,280 $375K 0.08% -257 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: 2,535 shares; 2026Q2: 2,208 shares 2,208 $374K 0.08% -327 Timeline CSX CSX CORP More: the full row for CSX 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: 5,829 shares; 2026Q2: 7,556 shares 7,556 $359K 0.08% +1,727 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,674 shares; 2026Q2: 1,851 shares 1,851 $351K 0.08% +177 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,185 shares; 2025Q1: 1,244 shares; 2025Q2: 1,225 shares; 2025Q3: 934 shares; 2025Q4: 906 shares; 2026Q1: 917 shares; 2026Q2: 931 shares 931 $348K 0.08% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,514 shares; 2025Q4: 4,514 shares; 2026Q1: 4,514 shares; 2026Q2: 4,514 shares 4,514 $346K 0.08% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,931 shares; 2024Q4: 2,559 shares; 2025Q1: 2,543 shares; 2025Q2: 2,163 shares; 2025Q3: 1,884 shares; 2025Q4: 1,861 shares; 2026Q1: 1,839 shares; 2026Q2: 1,855 shares 1,855 $336K 0.08% +16 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: 557 shares; 2024Q4: 576 shares; 2025Q1: 627 shares; 2025Q2: 629 shares; 2025Q3: 583 shares; 2025Q4: 582 shares; 2026Q1: 658 shares; 2026Q2: 725 shares 725 $332K 0.08% +67 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,120 shares 4,120 $314K 0.07% +120 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: 3,394 shares; 2024Q4: 3,331 shares; 2025Q1: 3,324 shares; 2025Q2: 3,035 shares; 2025Q3: 2,712 shares; 2025Q4: 2,472 shares; 2026Q1: 1,919 shares; 2026Q2: 1,369 shares 1,369 $307K 0.07% -550 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 154 shares 154 $306K 0.07% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $289K 0.07% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS 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: 814 shares; 2026Q2: 857 shares 857 $283K 0.06% +43 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: 5,674 shares; 2024Q4: 5,700 shares; 2025Q1: 5,593 shares; 2025Q2: 4,989 shares; 2025Q3: 3,546 shares; 2025Q4: 3,508 shares; 2026Q1: 3,453 shares; 2026Q2: 3,281 shares 3,281 $267K 0.06% -172 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194 shares; 2024Q4: 1,108 shares; 2025Q1: 1,150 shares; 2025Q2: 1,028 shares; 2025Q3: 990 shares; 2025Q4: 1,180 shares; 2026Q1: 1,219 shares; 2026Q2: 1,008 shares 1,008 $263K 0.06% -211 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,180 shares 3,180 $262K 0.06% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $255K 0.06% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 2,809 shares; 2026Q2: 2,800 shares 2,800 $248K 0.06% -9 Timeline QXO QXO INC More: the full row for QXO 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: 14,225 shares 14,225 $246K 0.06% new 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: 4,688 shares; 2025Q4: 4,688 shares; 2026Q1: 4,688 shares; 2026Q2: 4,688 shares 4,688 $246K 0.06% 0 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: not reported; 2026Q1: not reported; 2026Q2: 1,154 shares 1,154 $245K 0.06% new 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: 938 shares; 2025Q2: 1,132 shares; 2025Q3: 1,108 shares; 2025Q4: 1,140 shares; 2026Q1: 1,252 shares; 2026Q2: 1,452 shares 1,452 $244K 0.06% +200 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS 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: 2,965 shares; 2026Q2: 3,319 shares 3,319 $241K 0.05% +354 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS 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: 574 shares; 2026Q2: 573 shares 573 $238K 0.05% -1 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,326 shares; 2025Q3: 2,284 shares; 2025Q4: 2,540 shares; 2026Q1: 2,805 shares; 2026Q2: 3,017 shares 3,017 $238K 0.05% +212 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: 603 shares; 2024Q4: 609 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 692 shares 692 $236K 0.05% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,993 shares; 2026Q2: 2,993 shares 2,993 $231K 0.05% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 1,387 shares 1,387 $229K 0.05% new Timeline VOE 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: not reported; 2026Q1: not reported; 2026Q2: 1,138 shares 1,138 $225K 0.05% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: 1,591 shares; 2025Q1: 1,600 shares; 2025Q2: 1,602 shares; 2025Q3: 1,457 shares; 2025Q4: 1,445 shares; 2026Q1: 1,466 shares; 2026Q2: 1,435 shares 1,435 $225K 0.05% -31 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 660 shares; 2025Q1: 616 shares; 2025Q2: 814 shares; 2025Q3: 906 shares; 2025Q4: 671 shares; 2026Q1: 668 shares; 2026Q2: 699 shares 699 $220K 0.05% +31 Timeline SHEL SHELL PLC More: the full row for SHELL 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: 2,406 shares; 2026Q2: 2,829 shares 2,829 $219K 0.05% +423 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW 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: 5,001 shares 5,001 $207K 0.05% new Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS 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: 10,000 shares 10,000 $169K 0.04% new Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,917 shares; 2024Q4: 12,917 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares; 2026Q2: 11,400 shares 11,400 $107K 0.02% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,175 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 10,625 shares; 2026Q1: 10,625 shares; 2026Q2: 10,625 shares 10,625 $96.6K 0.02% 0 Timeline