AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,577 shares; 2024Q4: 155,352 shares; 2025Q1: 161,256 shares; 2025Q2: 160,893 shares; 2025Q3: 174,583 shares; 2025Q4: 185,510 shares; 2026Q1: 193,951 shares; 2026Q2: 202,075 shares 202,075 $20M 5.61% +8,124 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: 38,273 shares; 2024Q4: 37,512 shares; 2025Q1: 37,343 shares; 2025Q2: 36,822 shares; 2025Q3: 38,744 shares; 2025Q4: 81,479 shares; 2026Q1: 80,101 shares; 2026Q2: 77,961 shares 77,961 $14.9M 4.17% -2,140 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: 49,403 shares; 2024Q4: 48,537 shares; 2025Q1: 47,519 shares; 2025Q2: 47,232 shares; 2025Q3: 46,854 shares; 2025Q4: 45,875 shares; 2026Q1: 44,577 shares; 2026Q2: 44,187 shares 44,187 $12.8M 3.59% -390 Timeline VCSH 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: 118,971 shares; 2024Q4: 122,343 shares; 2025Q1: 128,121 shares; 2025Q2: 130,540 shares; 2025Q3: 136,852 shares; 2025Q4: 141,853 shares; 2026Q1: 143,221 shares; 2026Q2: 153,501 shares 153,501 $12.1M 3.4% +10,280 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: 9,381 shares; 2024Q4: 9,209 shares; 2025Q1: 11,221 shares; 2025Q2: 11,335 shares; 2025Q3: 14,094 shares; 2025Q4: 15,662 shares; 2026Q1: 16,478 shares; 2026Q2: 15,939 shares 15,939 $11.9M 3.35% -539 Timeline SCHF 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: 194,315 shares; 2024Q4: 383,741 shares; 2025Q1: 373,938 shares; 2025Q2: 381,512 shares; 2025Q3: 396,142 shares; 2025Q4: 399,606 shares; 2026Q1: 402,899 shares; 2026Q2: 408,074 shares 408,074 $11.3M 3.17% +5,175 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: 30,133 shares; 2024Q4: 29,466 shares; 2025Q1: 28,909 shares; 2025Q2: 28,542 shares; 2025Q3: 28,365 shares; 2025Q4: 28,422 shares; 2026Q1: 28,203 shares; 2026Q2: 28,489 shares 28,489 $10.6M 2.98% +286 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: 65,831 shares; 2024Q4: 63,252 shares; 2025Q1: 59,357 shares; 2025Q2: 58,684 shares; 2025Q3: 56,829 shares; 2025Q4: 55,222 shares; 2026Q1: 52,182 shares; 2026Q2: 48,650 shares 48,650 $9.73M 2.73% -3,532 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: 56,855 shares; 2024Q4: 60,077 shares; 2025Q1: 61,669 shares; 2025Q2: 62,114 shares; 2025Q3: 70,446 shares; 2025Q4: 73,112 shares; 2026Q1: 74,943 shares; 2026Q2: 80,152 shares 80,152 $8.74M 2.45% +5,209 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,836 shares; 2024Q4: 69,484 shares; 2025Q1: 66,340 shares; 2025Q2: 67,126 shares; 2025Q3: 69,163 shares; 2025Q4: 70,214 shares; 2026Q1: 69,242 shares; 2026Q2: 70,111 shares 70,111 $7.73M 2.17% +869 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: 75,303 shares; 2024Q4: 75,490 shares; 2025Q1: 75,034 shares; 2025Q2: 74,979 shares; 2025Q3: 74,504 shares; 2025Q4: 75,599 shares; 2026Q1: 74,484 shares; 2026Q2: 74,182 shares 74,182 $7.71M 2.16% -302 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: 28,048 shares; 2024Q4: 26,735 shares; 2025Q1: 25,859 shares; 2025Q2: 25,251 shares; 2025Q3: 24,735 shares; 2025Q4: 24,340 shares; 2026Q1: 22,653 shares; 2026Q2: 21,348 shares 21,348 $7.63M 2.14% -1,305 Timeline SPMB 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: 263,403 shares; 2024Q4: 271,439 shares; 2025Q1: 279,607 shares; 2025Q2: 271,211 shares; 2025Q3: 283,437 shares; 2025Q4: 306,245 shares; 2026Q1: 316,789 shares; 2026Q2: 318,400 shares 318,400 $7.1M 1.99% +1,611 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: 81,813 shares; 2024Q4: 162,440 shares; 2025Q1: 164,138 shares; 2025Q2: 166,817 shares; 2025Q3: 174,102 shares; 2025Q4: 177,738 shares; 2026Q1: 178,183 shares; 2026Q2: 181,371 shares 181,371 $6.55M 1.84% +3,188 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,527 shares; 2024Q4: 116,575 shares; 2025Q1: 119,071 shares; 2025Q2: 119,093 shares; 2025Q3: 126,047 shares; 2025Q4: 130,082 shares; 2026Q1: 129,907 shares; 2026Q2: 133,371 shares 133,371 $6.46M 1.81% +3,464 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,809 shares; 2024Q4: 103,435 shares; 2025Q1: 99,421 shares; 2025Q2: 99,505 shares; 2025Q3: 105,406 shares; 2025Q4: 105,745 shares; 2026Q1: 113,752 shares; 2026Q2: 115,430 shares 115,430 $6.31M 1.77% +1,678 Timeline SCHG 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: 42,690 shares; 2024Q4: 172,730 shares; 2025Q1: 174,365 shares; 2025Q2: 172,989 shares; 2025Q3: 174,195 shares; 2025Q4: 186,648 shares; 2026Q1: 184,572 shares; 2026Q2: 185,701 shares 185,701 $6.28M 1.76% +1,129 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: 68,609 shares; 2024Q4: 207,141 shares; 2025Q1: 208,077 shares; 2025Q2: 202,687 shares; 2025Q3: 195,348 shares; 2025Q4: 194,182 shares; 2026Q1: 191,976 shares; 2026Q2: 192,369 shares 192,369 $5.57M 1.56% +393 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: 7,905 shares; 2024Q4: 7,631 shares; 2025Q1: 7,505 shares; 2025Q2: 7,300 shares; 2025Q3: 7,541 shares; 2025Q4: 7,262 shares; 2026Q1: 7,366 shares; 2026Q2: 7,426 shares 7,426 $5.55M 1.56% +60 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,811 shares; 2024Q4: 126,333 shares; 2025Q1: 126,867 shares; 2025Q2: 128,330 shares; 2025Q3: 133,632 shares; 2025Q4: 140,733 shares; 2026Q1: 144,568 shares; 2026Q2: 148,097 shares 148,097 $5.48M 1.54% +3,529 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: 17,396 shares; 2024Q4: 16,147 shares; 2025Q1: 15,285 shares; 2025Q2: 14,070 shares; 2025Q3: 13,905 shares; 2025Q4: 13,845 shares; 2026Q1: 13,501 shares; 2026Q2: 12,881 shares 12,881 $4.87M 1.36% -620 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: 22,368 shares; 2024Q4: 21,625 shares; 2025Q1: 20,888 shares; 2025Q2: 20,959 shares; 2025Q3: 20,694 shares; 2025Q4: 20,743 shares; 2026Q1: 20,241 shares; 2026Q2: 20,006 shares 20,006 $4.77M 1.34% -235 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,014 shares; 2024Q4: 12,065 shares; 2025Q1: 11,648 shares; 2025Q2: 11,144 shares; 2025Q3: 10,609 shares; 2025Q4: 10,419 shares; 2026Q1: 10,320 shares; 2026Q2: 9,714 shares 9,714 $4.14M 1.16% -606 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: 3,430 shares; 2024Q4: 3,253 shares; 2025Q1: 3,140 shares; 2025Q2: 3,095 shares; 2025Q3: 3,160 shares; 2025Q4: 3,303 shares; 2026Q1: 3,142 shares; 2026Q2: 3,031 shares 3,031 $3.64M 1.02% -111 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: 35,122 shares; 2024Q4: 106,446 shares; 2025Q1: 105,021 shares; 2025Q2: 107,611 shares; 2025Q3: 105,297 shares; 2025Q4: 102,438 shares; 2026Q1: 109,837 shares; 2026Q2: 114,578 shares 114,578 $3.63M 1.02% +4,741 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: 14,522 shares; 2024Q4: 14,157 shares; 2025Q1: 13,733 shares; 2025Q2: 14,413 shares; 2025Q3: 14,718 shares; 2025Q4: 15,035 shares; 2026Q1: 15,211 shares; 2026Q2: 14,357 shares 14,357 $3.61M 1.01% -854 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: 60,619 shares; 2024Q4: 59,049 shares; 2025Q1: 57,896 shares; 2025Q2: 63,545 shares; 2025Q3: 66,580 shares; 2025Q4: 66,804 shares; 2026Q1: 62,843 shares; 2026Q2: 65,197 shares 65,197 $3.5M 0.98% +2,354 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: 18,725 shares; 2024Q4: 18,812 shares; 2025Q1: 18,581 shares; 2025Q2: 18,386 shares; 2025Q3: 18,877 shares; 2025Q4: 18,701 shares; 2026Q1: 17,361 shares; 2026Q2: 17,740 shares 17,740 $3.29M 0.92% +379 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: 28,053 shares; 2024Q4: 27,023 shares; 2025Q1: 25,813 shares; 2025Q2: 27,584 shares; 2025Q3: 28,682 shares; 2025Q4: 30,188 shares; 2026Q1: 29,412 shares; 2026Q2: 30,181 shares 30,181 $3.23M 0.91% +769 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: 13,004 shares; 2024Q4: 12,937 shares; 2025Q1: 11,968 shares; 2025Q2: 12,078 shares; 2025Q3: 12,112 shares; 2025Q4: 11,970 shares; 2026Q1: 11,313 shares; 2026Q2: 10,749 shares 10,749 $3.23M 0.91% -564 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: 6,831 shares; 2024Q4: 6,675 shares; 2025Q1: 6,428 shares; 2025Q2: 6,454 shares; 2025Q3: 6,430 shares; 2025Q4: 6,379 shares; 2026Q1: 6,335 shares; 2026Q2: 6,301 shares 6,301 $3.15M 0.88% -34 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: 73,882 shares; 2024Q4: 145,138 shares; 2025Q1: 142,843 shares; 2025Q2: 138,998 shares; 2025Q3: 137,018 shares; 2025Q4: 137,277 shares; 2026Q1: 134,817 shares; 2026Q2: 133,559 shares 133,559 $3.09M 0.87% -1,258 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: 19,490 shares; 2024Q4: 18,777 shares; 2025Q1: 18,010 shares; 2025Q2: 19,191 shares; 2025Q3: 19,547 shares; 2025Q4: 18,921 shares; 2026Q1: 18,101 shares; 2026Q2: 19,061 shares 19,061 $3.02M 0.85% +960 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: 10,786 shares; 2024Q4: 10,584 shares; 2025Q1: 10,039 shares; 2025Q2: 9,777 shares; 2025Q3: 9,816 shares; 2025Q4: 9,805 shares; 2026Q1: 9,505 shares; 2026Q2: 9,165 shares 9,165 $3M 0.84% -340 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: 11,646 shares; 2024Q4: 11,139 shares; 2025Q1: 10,944 shares; 2025Q2: 11,787 shares; 2025Q3: 12,259 shares; 2025Q4: 25,670 shares; 2026Q1: 24,802 shares; 2026Q2: 25,233 shares 25,233 $2.96M 0.83% +431 Timeline SCHE 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: 70,459 shares; 2024Q4: 71,291 shares; 2025Q1: 71,115 shares; 2025Q2: 73,445 shares; 2025Q3: 76,405 shares; 2025Q4: 77,201 shares; 2026Q1: 78,778 shares; 2026Q2: 80,879 shares 80,879 $2.93M 0.82% +2,101 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: 18,992 shares; 2024Q4: 18,992 shares; 2025Q1: 19,567 shares; 2025Q2: 20,692 shares; 2025Q3: 21,159 shares; 2025Q4: 23,489 shares; 2026Q1: 24,441 shares; 2026Q2: 24,775 shares 24,775 $2.91M 0.82% +334 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: 2,480 shares; 2024Q4: 2,567 shares; 2025Q1: 2,661 shares; 2025Q2: 3,073 shares; 2025Q3: 3,133 shares; 2025Q4: 3,043 shares; 2026Q1: 2,822 shares; 2026Q2: 2,656 shares 2,656 $2.83M 0.79% -166 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: 11,252 shares; 2024Q4: 11,043 shares; 2025Q1: 10,797 shares; 2025Q2: 10,413 shares; 2025Q3: 10,587 shares; 2025Q4: 10,557 shares; 2026Q1: 10,674 shares; 2026Q2: 10,280 shares 10,280 $2.78M 0.78% -394 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: 5,385 shares; 2024Q4: 5,187 shares; 2025Q1: 4,887 shares; 2025Q2: 4,626 shares; 2025Q3: 4,637 shares; 2025Q4: 4,734 shares; 2026Q1: 4,912 shares; 2026Q2: 4,719 shares 4,719 $2.66M 0.75% -193 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,160 shares; 2024Q4: 15,001 shares; 2025Q1: 14,688 shares; 2025Q2: 14,066 shares; 2025Q3: 14,089 shares; 2025Q4: 13,648 shares; 2026Q1: 12,831 shares; 2026Q2: 12,612 shares 12,612 $2.64M 0.74% -219 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: 25,678 shares; 2024Q4: 25,204 shares; 2025Q1: 24,382 shares; 2025Q2: 25,337 shares; 2025Q3: 24,872 shares; 2025Q4: 25,082 shares; 2026Q1: 22,967 shares; 2026Q2: 22,957 shares 22,957 $2.6M 0.73% -10 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: 29,491 shares; 2024Q4: 29,119 shares; 2025Q1: 28,396 shares; 2025Q2: 28,355 shares; 2025Q3: 28,361 shares; 2025Q4: 27,989 shares; 2026Q1: 28,542 shares; 2026Q2: 28,370 shares 28,370 $2.49M 0.7% -172 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: 15,932 shares; 2024Q4: 15,454 shares; 2025Q1: 14,913 shares; 2025Q2: 14,804 shares; 2025Q3: 15,420 shares; 2025Q4: 15,332 shares; 2026Q1: 14,933 shares; 2026Q2: 14,869 shares 14,869 $2.46M 0.69% -64 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: 7,451 shares; 2024Q4: 7,379 shares; 2025Q1: 7,160 shares; 2025Q2: 6,927 shares; 2025Q3: 6,946 shares; 2025Q4: 6,834 shares; 2026Q1: 6,919 shares; 2026Q2: 6,515 shares 6,515 $2.3M 0.64% -404 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: 15,662 shares; 2024Q4: 15,026 shares; 2025Q1: 14,826 shares; 2025Q2: 14,756 shares; 2025Q3: 14,706 shares; 2025Q4: 14,090 shares; 2026Q1: 16,687 shares; 2026Q2: 15,678 shares 15,678 $2.3M 0.64% -1,009 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: 15,222 shares; 2024Q4: 15,174 shares; 2025Q1: 15,149 shares; 2025Q2: 14,969 shares; 2025Q3: 14,799 shares; 2025Q4: 15,184 shares; 2026Q1: 14,842 shares; 2026Q2: 14,736 shares 14,736 $2.16M 0.61% -106 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: 10,126 shares; 2024Q4: 11,726 shares; 2025Q1: 12,201 shares; 2025Q2: 13,081 shares; 2025Q3: 13,141 shares; 2025Q4: 12,909 shares; 2026Q1: 12,102 shares; 2026Q2: 10,699 shares 10,699 $2.03M 0.57% -1,403 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,227 shares; 2024Q4: 60,917 shares; 2025Q1: 59,027 shares; 2025Q2: 62,817 shares; 2025Q3: 65,167 shares; 2025Q4: 61,742 shares; 2026Q1: 67,287 shares; 2026Q2: 83,297 shares 83,297 $1.98M 0.56% +16,010 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 339 shares; 2026Q2: 6,417 shares 6,417 $1.94M 0.54% +6,078 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: 16,361 shares; 2024Q4: 16,178 shares; 2025Q1: 15,728 shares; 2025Q2: 15,039 shares; 2025Q3: 14,653 shares; 2025Q4: 14,740 shares; 2026Q1: 14,755 shares; 2026Q2: 15,024 shares 15,024 $1.93M 0.54% +269 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: 8,460 shares; 2024Q4: 7,989 shares; 2025Q1: 7,814 shares; 2025Q2: 7,639 shares; 2025Q3: 7,704 shares; 2025Q4: 8,078 shares; 2026Q1: 8,290 shares; 2026Q2: 7,575 shares 7,575 $1.92M 0.54% -715 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: 7,586 shares; 2024Q4: 7,426 shares; 2025Q1: 6,916 shares; 2025Q2: 6,885 shares; 2025Q3: 6,885 shares; 2025Q4: 6,735 shares; 2026Q1: 6,660 shares; 2026Q2: 6,330 shares 6,330 $1.89M 0.53% -330 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,090 shares; 2024Q4: 4,086 shares; 2025Q1: 3,949 shares; 2025Q2: 3,846 shares; 2025Q3: 3,804 shares; 2025Q4: 3,704 shares; 2026Q1: 3,703 shares; 2026Q2: 3,725 shares 3,725 $1.87M 0.52% +22 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: 14,551 shares; 2024Q4: 15,248 shares; 2025Q1: 15,642 shares; 2025Q2: 15,488 shares; 2025Q3: 15,115 shares; 2025Q4: 15,080 shares; 2026Q1: 15,415 shares; 2026Q2: 13,550 shares 13,550 $1.85M 0.52% -1,865 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,495 shares; 2024Q4: 6,272 shares; 2025Q1: 6,037 shares; 2025Q2: 5,681 shares; 2025Q3: 5,655 shares; 2025Q4: 5,450 shares; 2026Q1: 5,120 shares; 2026Q2: 5,096 shares 5,096 $1.72M 0.48% -24 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: 23,429 shares; 2024Q4: 23,570 shares; 2025Q1: 23,018 shares; 2025Q2: 22,730 shares; 2025Q3: 22,440 shares; 2025Q4: 22,308 shares; 2026Q1: 22,273 shares; 2026Q2: 21,168 shares 21,168 $1.72M 0.48% -1,105 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: 28,077 shares; 2024Q4: 28,128 shares; 2025Q1: 28,714 shares; 2025Q2: 30,355 shares; 2025Q3: 30,257 shares; 2025Q4: 30,614 shares; 2026Q1: 29,382 shares; 2026Q2: 29,778 shares 29,778 $1.7M 0.48% +396 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,437 shares; 2024Q4: 12,322 shares; 2025Q1: 11,930 shares; 2025Q2: 11,620 shares; 2025Q3: 11,741 shares; 2025Q4: 11,733 shares; 2026Q1: 11,244 shares; 2026Q2: 11,059 shares 11,059 $1.68M 0.47% -185 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: not reported; 2024Q4: 3,803 shares; 2025Q1: 3,803 shares; 2025Q2: 3,803 shares; 2025Q3: 4,038 shares; 2025Q4: 4,952 shares; 2026Q1: 4,602 shares; 2026Q2: 4,462 shares 4,462 $1.65M 0.46% -140 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,119 shares; 2024Q4: 8,295 shares; 2025Q1: 7,852 shares; 2025Q2: 7,637 shares; 2025Q3: 7,655 shares; 2025Q4: 7,326 shares; 2026Q1: 6,410 shares; 2026Q2: 6,009 shares 6,009 $1.63M 0.46% -401 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: 19,361 shares; 2024Q4: 18,967 shares; 2025Q1: 18,033 shares; 2025Q2: 18,002 shares; 2025Q3: 18,909 shares; 2025Q4: 18,884 shares; 2026Q1: 17,783 shares; 2026Q2: 17,978 shares 17,978 $1.49M 0.42% +195 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: 1,467 shares; 2025Q1: 1,522 shares; 2025Q2: 1,537 shares; 2025Q3: 1,577 shares; 2025Q4: 1,757 shares; 2026Q1: 1,757 shares; 2026Q2: 11,830 shares 11,830 $1.41M 0.4% +10,073 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: 1,106 shares; 2024Q4: 1,811 shares; 2025Q1: 1,719 shares; 2025Q2: 1,719 shares; 2025Q3: 1,565 shares; 2025Q4: 1,531 shares; 2026Q1: 1,602 shares; 2026Q2: 1,972 shares 1,972 $1.35M 0.38% +370 Timeline SCHV 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: 11,040 shares; 2024Q4: 33,595 shares; 2025Q1: 33,490 shares; 2025Q2: 32,760 shares; 2025Q3: 35,380 shares; 2025Q4: 33,885 shares; 2026Q1: 35,100 shares; 2026Q2: 37,555 shares 37,555 $1.31M 0.37% +2,455 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,390 shares; 2024Q4: 9,180 shares; 2025Q1: 9,500 shares; 2025Q2: 13,465 shares; 2025Q3: 15,935 shares; 2025Q4: 17,150 shares; 2026Q1: 17,347 shares; 2026Q2: 17,347 shares 17,347 $1.27M 0.36% 0 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: 5,025 shares; 2024Q4: 4,887 shares; 2025Q1: 4,627 shares; 2025Q2: 4,627 shares; 2025Q3: 4,627 shares; 2025Q4: 4,592 shares; 2026Q1: 4,551 shares; 2026Q2: 4,350 shares 4,350 $1.26M 0.35% -201 Timeline SCHM 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: 12,211 shares; 2024Q4: 35,522 shares; 2025Q1: 35,472 shares; 2025Q2: 35,096 shares; 2025Q3: 35,126 shares; 2025Q4: 34,901 shares; 2026Q1: 34,628 shares; 2026Q2: 34,164 shares 34,164 $1.26M 0.35% -464 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,787 shares; 2024Q4: 12,635 shares; 2025Q1: 11,731 shares; 2025Q2: 12,333 shares; 2025Q3: 12,713 shares; 2025Q4: 25,452 shares; 2026Q1: 24,977 shares; 2026Q2: 23,653 shares 23,653 $1.26M 0.35% -1,324 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: 2,773 shares; 2024Q4: 2,717 shares; 2025Q1: 2,542 shares; 2025Q2: 2,555 shares; 2025Q3: 2,536 shares; 2025Q4: 2,447 shares; 2026Q1: 2,315 shares; 2026Q2: 2,409 shares 2,409 $1.24M 0.35% +94 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: 2,654 shares; 2024Q4: 2,866 shares; 2025Q1: 2,816 shares; 2025Q2: 2,816 shares; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares; 2026Q1: 2,791 shares; 2026Q2: 2,856 shares 2,856 $1.2M 0.34% +65 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: 3,699 shares; 2024Q4: 3,630 shares; 2025Q1: 3,444 shares; 2025Q2: 3,424 shares; 2025Q3: 3,443 shares; 2025Q4: 3,419 shares; 2026Q1: 3,334 shares; 2026Q2: 3,188 shares 3,188 $1.15M 0.32% -146 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: 3,812 shares; 2024Q4: 3,717 shares; 2025Q1: 3,427 shares; 2025Q2: 3,412 shares; 2025Q3: 3,407 shares; 2025Q4: 3,335 shares; 2026Q1: 3,255 shares; 2026Q2: 3,148 shares 3,148 $1.12M 0.31% -107 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: 5,224 shares; 2024Q4: 5,249 shares; 2025Q1: 5,362 shares; 2025Q2: 5,701 shares; 2025Q3: 5,862 shares; 2025Q4: 6,042 shares; 2026Q1: 6,230 shares; 2026Q2: 6,611 shares 6,611 $1.11M 0.31% +381 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,064 shares; 2024Q4: 2,996 shares; 2025Q1: 2,890 shares; 2025Q2: 3,034 shares; 2025Q3: 3,076 shares; 2025Q4: 3,096 shares; 2026Q1: 3,067 shares; 2026Q2: 3,066 shares 3,066 $1.06M 0.3% -1 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,312 shares; 2024Q4: 2,325 shares; 2025Q1: 2,211 shares; 2025Q2: 2,415 shares; 2025Q3: 2,461 shares; 2025Q4: 2,431 shares; 2026Q1: 2,481 shares; 2026Q2: 2,620 shares 2,620 $1.04M 0.29% +139 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: 11,348 shares; 2024Q4: 11,345 shares; 2025Q1: 11,131 shares; 2025Q2: 10,683 shares; 2025Q3: 10,953 shares; 2025Q4: 23,270 shares; 2026Q1: 22,506 shares; 2026Q2: 22,431 shares 22,431 $1.02M 0.29% -75 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,585 shares; 2024Q4: 15,582 shares; 2025Q1: 14,728 shares; 2025Q2: 14,908 shares; 2025Q3: 15,295 shares; 2025Q4: 15,545 shares; 2026Q1: 15,447 shares; 2026Q2: 14,434 shares 14,434 $987K 0.28% -1,013 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,452 shares; 2024Q4: 5,052 shares; 2025Q1: 4,793 shares; 2025Q2: 4,748 shares; 2025Q3: 4,697 shares; 2025Q4: 4,067 shares; 2026Q1: 3,870 shares; 2026Q2: 3,761 shares 3,761 $980K 0.27% -109 Timeline XLB 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: 11,969 shares; 2024Q4: 11,431 shares; 2025Q1: 10,488 shares; 2025Q2: 9,951 shares; 2025Q3: 10,049 shares; 2025Q4: 20,339 shares; 2026Q1: 19,238 shares; 2026Q2: 18,962 shares 18,962 $964K 0.27% -276 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: 9,127 shares; 2024Q4: 9,300 shares; 2025Q1: 9,122 shares; 2025Q2: 9,410 shares; 2025Q3: 9,658 shares; 2025Q4: 9,778 shares; 2026Q1: 9,761 shares; 2026Q2: 9,742 shares 9,742 $939K 0.26% -19 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: 10,620 shares; 2024Q4: 31,650 shares; 2025Q1: 31,650 shares; 2025Q2: 31,500 shares; 2025Q3: 30,975 shares; 2025Q4: 30,975 shares; 2026Q1: 30,975 shares; 2026Q2: 30,395 shares 30,395 $895K 0.25% -580 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: 2,503 shares; 2024Q4: 2,453 shares; 2025Q1: 2,403 shares; 2025Q2: 2,403 shares; 2025Q3: 2,403 shares; 2025Q4: 2,403 shares; 2026Q1: 2,403 shares; 2026Q2: 2,403 shares 2,403 $885K 0.25% 0 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: 3,233 shares; 2024Q4: 3,233 shares; 2025Q1: 3,173 shares; 2025Q2: 7,801 shares; 2025Q3: 8,066 shares; 2025Q4: 9,028 shares; 2026Q1: 9,011 shares; 2026Q2: 9,095 shares 9,095 $870K 0.24% +84 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: 1,652 shares; 2024Q4: 1,682 shares; 2025Q1: 1,682 shares; 2025Q2: 1,662 shares; 2025Q3: 1,647 shares; 2025Q4: 1,637 shares; 2026Q1: 1,643 shares; 2026Q2: 1,664 shares 1,664 $864K 0.24% +21 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: 1,093 shares; 2025Q1: 1,004 shares; 2025Q2: 971 shares; 2025Q3: 996 shares; 2025Q4: 954 shares; 2026Q1: 910 shares; 2026Q2: 883 shares 883 $849K 0.24% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,182 shares; 2026Q2: 6,000 shares 6,000 $838K 0.23% -182 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: 2,902 shares; 2024Q4: 2,902 shares; 2025Q1: 2,877 shares; 2025Q2: 2,877 shares; 2025Q3: 2,852 shares; 2025Q4: 2,570 shares; 2026Q1: 2,555 shares; 2026Q2: 2,555 shares 2,555 $804K 0.23% 0 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: 2,363 shares; 2024Q4: 2,354 shares; 2025Q1: 2,279 shares; 2025Q2: 2,244 shares; 2025Q3: 2,324 shares; 2025Q4: 2,871 shares; 2026Q1: 2,876 shares; 2026Q2: 2,661 shares 2,661 $748K 0.21% -215 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: 4,383 shares; 2024Q4: 4,236 shares; 2025Q1: 4,236 shares; 2025Q2: 4,211 shares; 2025Q3: 4,081 shares; 2025Q4: 4,440 shares; 2026Q1: 4,448 shares; 2026Q2: 4,098 shares 4,098 $741K 0.21% -350 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,612 shares; 2024Q4: 3,583 shares; 2025Q1: 3,549 shares; 2025Q2: 3,469 shares; 2025Q3: 3,419 shares; 2025Q4: 3,404 shares; 2026Q1: 3,376 shares; 2026Q2: 2,892 shares 2,892 $729K 0.2% -484 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,325 shares; 2024Q4: 7,266 shares; 2025Q1: 7,119 shares; 2025Q2: 7,162 shares; 2025Q3: 7,057 shares; 2025Q4: 7,160 shares; 2026Q1: 6,938 shares; 2026Q2: 6,804 shares 6,804 $707K 0.2% -134 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 1,950 shares; 2025Q3: 1,865 shares; 2025Q4: 1,885 shares; 2026Q1: 2,065 shares; 2026Q2: 1,995 shares 1,995 $705K 0.2% -70 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,919 shares; 2024Q4: 10,778 shares; 2025Q1: 9,523 shares; 2025Q2: 9,301 shares; 2025Q3: 8,957 shares; 2025Q4: 8,814 shares; 2026Q1: 8,122 shares; 2026Q2: 5,505 shares 5,505 $702K 0.2% -2,617 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: 4,653 shares; 2024Q4: 4,596 shares; 2025Q1: 4,412 shares; 2025Q2: 4,069 shares; 2025Q3: 3,902 shares; 2025Q4: 3,842 shares; 2026Q1: 2,527 shares; 2026Q2: 1,652 shares 1,652 $687K 0.19% -875 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: 2,385 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,385 shares; 2025Q4: 2,385 shares; 2026Q1: 2,385 shares; 2026Q2: 2,298 shares 2,298 $685K 0.19% -87 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: 5,258 shares; 2024Q4: 5,065 shares; 2025Q1: 4,970 shares; 2025Q2: 4,694 shares; 2025Q3: 4,722 shares; 2025Q4: 4,852 shares; 2026Q1: 4,972 shares; 2026Q2: 4,927 shares 4,927 $667K 0.19% -45 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 6,028 shares; 2026Q2: 6,028 shares 6,028 $642K 0.18% 0 Timeline XLRE 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: 9,541 shares; 2024Q4: 16,982 shares; 2025Q1: 19,460 shares; 2025Q2: 18,444 shares; 2025Q3: 18,747 shares; 2025Q4: 18,785 shares; 2026Q1: 15,862 shares; 2026Q2: 14,312 shares 14,312 $630K 0.18% -1,550 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,498 shares; 2024Q4: 4,989 shares; 2025Q1: 4,930 shares; 2025Q2: 4,401 shares; 2025Q3: 4,386 shares; 2025Q4: 5,301 shares; 2026Q1: 5,278 shares; 2026Q2: 9,211 shares 9,211 $629K 0.18% +3,933 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,170 shares; 2024Q4: 7,510 shares; 2025Q1: 7,531 shares; 2025Q2: 7,343 shares; 2025Q3: 7,200 shares; 2025Q4: 7,475 shares; 2026Q1: 7,240 shares; 2026Q2: 7,342 shares 7,342 $628K 0.18% +102 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: 24,304 shares; 2024Q4: 24,304 shares; 2025Q1: 24,409 shares; 2025Q2: 24,409 shares; 2025Q3: 24,527 shares; 2025Q4: 23,950 shares; 2026Q1: 24,022 shares; 2026Q2: 30,078 shares 30,078 $623K 0.17% +6,056 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: 1,538 shares; 2024Q4: 1,680 shares; 2025Q1: 1,580 shares; 2025Q2: 1,952 shares; 2025Q3: 1,968 shares; 2025Q4: 1,961 shares; 2026Q1: 1,955 shares; 2026Q2: 1,927 shares 1,927 $613K 0.17% -28 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: 5,675 shares; 2024Q4: 6,850 shares; 2025Q1: 4,473 shares; 2025Q2: 4,125 shares; 2025Q3: 4,625 shares; 2025Q4: 4,750 shares; 2026Q1: 5,110 shares; 2026Q2: 5,435 shares 5,435 $585K 0.16% +325 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: 18,921 shares; 2024Q4: 17,880 shares; 2025Q1: 17,449 shares; 2025Q2: 16,674 shares; 2025Q3: 17,073 shares; 2025Q4: 14,325 shares; 2026Q1: 13,925 shares; 2026Q2: 13,604 shares 13,604 $576K 0.16% -321 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 827 shares; 2026Q1: 777 shares; 2026Q2: 777 shares 777 $562K 0.16% 0 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: 679 shares; 2024Q4: 640 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 618 shares; 2025Q4: 601 shares; 2026Q1: 670 shares; 2026Q2: 592 shares 592 $554K 0.16% -78 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: 5,164 shares; 2026Q2: 4,765 shares 4,765 $526K 0.15% -399 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: 942 shares; 2024Q4: 1,027 shares; 2025Q1: 1,045 shares; 2025Q2: 1,312 shares; 2025Q3: 1,317 shares; 2025Q4: 1,357 shares; 2026Q1: 1,447 shares; 2026Q2: 1,665 shares 1,665 $524K 0.15% +218 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020 shares; 2024Q4: 1,732 shares; 2025Q1: 1,512 shares; 2025Q2: 1,436 shares; 2025Q3: 1,356 shares; 2025Q4: 1,252 shares; 2026Q1: 1,157 shares; 2026Q2: 1,133 shares 1,133 $505K 0.14% -24 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: 1,796 shares; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 1,771 shares; 2025Q3: 1,771 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares; 2026Q2: 1,861 shares 1,861 $503K 0.14% -10 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,071 shares; 2024Q4: 2,031 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares; 2025Q3: 1,984 shares; 2025Q4: 1,975 shares; 2026Q1: 1,939 shares; 2026Q2: 1,939 shares 1,939 $496K 0.14% 0 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: not reported; 2024Q4: 663 shares; 2025Q1: 783 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 770 shares; 2026Q2: 5,737 shares 5,737 $494K 0.14% +4,967 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: 5,476 shares; 2024Q4: 5,168 shares; 2025Q1: 4,928 shares; 2025Q2: 4,868 shares; 2025Q3: 4,803 shares; 2025Q4: 4,563 shares; 2026Q1: 4,334 shares; 2026Q2: 4,162 shares 4,162 $488K 0.14% -172 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: 1,592 shares; 2024Q4: 1,547 shares; 2025Q1: 1,532 shares; 2025Q2: 1,453 shares; 2025Q3: 1,394 shares; 2025Q4: 1,420 shares; 2026Q1: 1,397 shares; 2026Q2: 1,405 shares 1,405 $482K 0.14% +8 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: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $470K 0.13% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,121 shares; 2024Q4: 5,669 shares; 2025Q1: 4,382 shares; 2025Q2: 3,969 shares; 2025Q3: 3,998 shares; 2025Q4: 3,885 shares; 2026Q1: 3,541 shares; 2026Q2: 3,388 shares 3,388 $459K 0.13% -153 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,105 shares; 2024Q4: 4,030 shares; 2025Q1: 4,030 shares; 2025Q2: 4,015 shares; 2025Q3: 4,005 shares; 2025Q4: 3,655 shares; 2026Q1: 3,655 shares; 2026Q2: 3,655 shares 3,655 $450K 0.13% 0 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: 2,394 shares; 2024Q4: 2,279 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,319 shares; 2025Q4: 1,994 shares; 2026Q1: 1,994 shares; 2026Q2: 2,027 shares 2,027 $447K 0.13% +33 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,925 shares; 2024Q4: 6,900 shares; 2025Q1: 6,725 shares; 2025Q2: 6,474 shares; 2025Q3: 6,499 shares; 2025Q4: 6,485 shares; 2026Q1: 6,416 shares; 2026Q2: 3,554 shares 3,554 $442K 0.12% -2,862 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,434 shares; 2026Q1: 1,531 shares; 2026Q2: 1,564 shares 1,564 $436K 0.12% +33 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,346 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 1,461 shares; 2025Q4: 1,461 shares; 2026Q1: 1,767 shares; 2026Q2: 1,767 shares 1,767 $435K 0.12% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 441 shares 441 $431K 0.12% 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: 237 shares; 2026Q2: 349 shares 349 $410K 0.12% +112 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 1,107 shares; 2025Q2: 1,107 shares; 2025Q3: 1,101 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $410K 0.11% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,284 shares 2,284 $403K 0.11% new 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: 6,264 shares; 2024Q4: 6,010 shares; 2025Q1: 5,190 shares; 2025Q2: 5,090 shares; 2025Q3: 4,965 shares; 2025Q4: 4,900 shares; 2026Q1: 4,855 shares; 2026Q2: 4,373 shares 4,373 $397K 0.11% -482 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: 1,763 shares; 2024Q4: not reported; 2025Q1: 1,763 shares; 2025Q2: 1,748 shares; 2025Q3: 1,802 shares; 2025Q4: not reported; 2026Q1: 1,977 shares; 2026Q2: 3,017 shares 3,017 $382K 0.11% +1,040 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 959 shares; 2025Q3: 959 shares; 2025Q4: 970 shares; 2026Q1: 975 shares; 2026Q2: 1,012 shares 1,012 $378K 0.11% +37 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,475 shares; 2026Q2: 1,474 shares 1,474 $377K 0.11% -1 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: 4,266 shares; 2024Q4: 4,340 shares; 2025Q1: 4,340 shares; 2025Q2: 4,240 shares; 2025Q3: 4,240 shares; 2025Q4: 4,240 shares; 2026Q1: 4,254 shares; 2026Q2: 4,460 shares 4,460 $369K 0.1% +206 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: 8,460 shares; 2024Q4: 7,620 shares; 2025Q1: 7,525 shares; 2025Q2: 7,250 shares; 2025Q3: 6,941 shares; 2025Q4: 6,468 shares; 2026Q1: 6,368 shares; 2026Q2: 6,265 shares 6,265 $361K 0.1% -103 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 124 shares; 2025Q4: 122 shares; 2026Q1: 119 shares; 2026Q2: 112 shares 112 $358K 0.1% -7 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,724 shares; 2026Q2: 2,258 shares 2,258 $354K 0.1% +534 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,305 shares; 2024Q4: 4,305 shares; 2025Q1: 4,305 shares; 2025Q2: 4,650 shares; 2025Q3: 4,650 shares; 2025Q4: 4,650 shares; 2026Q1: 4,650 shares; 2026Q2: 4,950 shares 4,950 $344K 0.1% +300 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,227 shares; 2024Q4: 5,057 shares; 2025Q1: 4,887 shares; 2025Q2: 4,862 shares; 2025Q3: 4,862 shares; 2025Q4: 4,157 shares; 2026Q1: 4,078 shares; 2026Q2: 3,499 shares 3,499 $321K 0.09% -579 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,666 shares; 2024Q4: 4,666 shares; 2025Q1: 2,338 shares; 2025Q2: 2,338 shares; 2025Q3: 2,388 shares; 2025Q4: 2,905 shares; 2026Q1: 2,905 shares; 2026Q2: 2,477 shares 2,477 $313K 0.09% -428 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 423 shares 423 $311K 0.09% 0 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: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 2,930 shares; 2025Q2: 2,790 shares; 2025Q3: 2,730 shares; 2025Q4: 2,580 shares; 2026Q1: 2,341 shares; 2026Q2: 2,260 shares 2,260 $311K 0.09% -81 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,915 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 1,865 shares; 2026Q2: 1,865 shares 1,865 $305K 0.09% 0 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: 545 shares; 2024Q4: 545 shares; 2025Q1: not reported; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 544 shares; 2026Q2: 2,396 shares 2,396 $298K 0.08% +1,852 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,313 shares; 2026Q2: 1,270 shares 1,270 $288K 0.08% -43 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 314 shares; 2026Q1: 293 shares; 2026Q2: 284 shares 284 $287K 0.08% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,312 shares 1,312 $286K 0.08% new 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: 3,808 shares; 2024Q4: 3,743 shares; 2025Q1: 3,458 shares; 2025Q2: 3,322 shares; 2025Q3: 3,311 shares; 2025Q4: 3,306 shares; 2026Q1: 3,423 shares; 2026Q2: 2,964 shares 2,964 $285K 0.08% -459 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: 1,353 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,303 shares; 2026Q1: 1,274 shares; 2026Q2: 1,184 shares 1,184 $282K 0.08% -90 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST 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: 4,532 shares; 2025Q4: 4,532 shares; 2026Q1: 4,532 shares; 2026Q2: 4,532 shares 4,532 $276K 0.08% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,807 shares; 2024Q4: 3,805 shares; 2025Q1: 3,805 shares; 2025Q2: 3,805 shares; 2025Q3: 3,685 shares; 2025Q4: 3,254 shares; 2026Q1: 3,955 shares; 2026Q2: 3,431 shares 3,431 $274K 0.08% -524 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,539 shares; 2024Q4: 1,379 shares; 2025Q1: 1,336 shares; 2025Q2: 1,285 shares; 2025Q3: 1,270 shares; 2025Q4: 1,279 shares; 2026Q1: 1,644 shares; 2026Q2: 1,194 shares 1,194 $266K 0.07% -450 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,518 shares; 2026Q2: 2,653 shares 2,653 $256K 0.07% +135 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 2,211 shares 2,211 $250K 0.07% new 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: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: 3,310 shares; 2025Q2: not reported; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,220 shares; 2026Q2: 3,220 shares 3,220 $246K 0.07% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,931 shares 2,931 $245K 0.07% new Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP 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: 1,469 shares 1,469 $244K 0.07% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,103 shares; 2024Q4: 4,072 shares; 2025Q1: 3,430 shares; 2025Q2: 3,220 shares; 2025Q3: 3,245 shares; 2025Q4: 3,235 shares; 2026Q1: 2,991 shares; 2026Q2: 2,346 shares 2,346 $237K 0.07% -645 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: 650 shares; 2024Q4: 635 shares; 2025Q1: 625 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 580 shares; 2026Q2: 510 shares 510 $234K 0.07% -70 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,857 shares; 2024Q4: 5,857 shares; 2025Q1: 5,857 shares; 2025Q2: 5,857 shares; 2025Q3: 5,857 shares; 2025Q4: 5,857 shares; 2026Q1: not reported; 2026Q2: 5,855 shares 5,855 $234K 0.07% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 391 shares 391 $227K 0.06% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 1,018 shares 1,018 $220K 0.06% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,640 shares 2,640 $218K 0.06% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,078 shares; 2024Q4: 1,078 shares; 2025Q1: 1,078 shares; 2025Q2: 1,078 shares; 2025Q3: 1,078 shares; 2025Q4: 1,085 shares; 2026Q1: 1,046 shares; 2026Q2: 989 shares 989 $216K 0.06% -57 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: 3,792 shares; 2024Q4: 3,792 shares; 2025Q1: 3,547 shares; 2025Q2: 3,547 shares; 2025Q3: 3,547 shares; 2025Q4: 2,863 shares; 2026Q1: 2,688 shares; 2026Q2: 2,637 shares 2,637 $214K 0.06% -51 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,008 shares; 2024Q4: 2,993 shares; 2025Q1: 1,961 shares; 2025Q2: 2,021 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 1,935 shares; 2026Q2: 1,261 shares 1,261 $210K 0.06% -674 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: not reported; 2026Q2: 1,635 shares 1,635 $209K 0.06% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 1,782 shares; 2025Q1: 1,542 shares; 2025Q2: 1,527 shares; 2025Q3: 1,527 shares; 2025Q4: 1,387 shares; 2026Q1: 1,242 shares; 2026Q2: 1,225 shares 1,225 $208K 0.06% -17 Timeline MGK 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: not reported; 2026Q1: not reported; 2026Q2: 2,325 shares 2,325 $204K 0.06% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,323 shares; 2024Q4: 1,299 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 909 shares 909 $204K 0.06% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 285 shares 285 $200K 0.06% new Timeline