GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,162 shares; 2024Q4: 137,552 shares; 2025Q1: 116,845 shares; 2025Q2: 115,785 shares; 2025Q3: 109,035 shares; 2025Q4: 105,579 shares; 2026Q1: 87,695 shares; 2026Q2: 88,908 shares 88,908 $31.8M 4.85% +1,213 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: 68,331 shares; 2024Q4: 68,925 shares; 2025Q1: 66,975 shares; 2025Q2: 54,641 shares; 2025Q3: 53,261 shares; 2025Q4: 54,184 shares; 2026Q1: 74,558 shares; 2026Q2: 74,289 shares 74,289 $27.7M 4.23% -269 Timeline JPHY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479,750 shares; 2025Q4: 501,730 shares; 2026Q1: 505,990 shares; 2026Q2: 537,374 shares 537,374 $27.1M 4.14% +31,384 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: 106,162 shares; 2024Q4: 107,097 shares; 2025Q1: 108,174 shares; 2025Q2: 98,600 shares; 2025Q3: 77,400 shares; 2025Q4: 75,993 shares; 2026Q1: 88,871 shares; 2026Q2: 87,186 shares 87,186 $25.2M 3.85% -1,685 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 489,121 shares; 2025Q3: 493,290 shares; 2025Q4: 502,103 shares; 2026Q1: 504,442 shares; 2026Q2: 522,648 shares 522,648 $22.9M 3.5% +18,206 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,861 shares; 2025Q3: 143,298 shares; 2025Q4: 143,374 shares; 2026Q1: 631,190 shares; 2026Q2: 663,446 shares 663,446 $21.5M 3.29% +32,256 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: 128,692 shares; 2024Q4: 127,725 shares; 2025Q1: 106,702 shares; 2025Q2: 105,223 shares; 2025Q3: 103,341 shares; 2025Q4: 103,032 shares; 2026Q1: 102,848 shares; 2026Q2: 89,639 shares 89,639 $21.4M 3.26% -13,209 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,166 shares; 2024Q4: 137,867 shares; 2025Q1: 135,356 shares; 2025Q2: 133,988 shares; 2025Q3: 131,958 shares; 2025Q4: 132,169 shares; 2026Q1: 145,284 shares; 2026Q2: 150,808 shares 150,808 $19.8M 3.03% +5,524 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: 25,055 shares; 2024Q4: 50,365 shares; 2025Q1: 49,838 shares; 2025Q2: 47,915 shares; 2025Q3: 48,192 shares; 2025Q4: 47,315 shares; 2026Q1: 60,122 shares; 2026Q2: 57,173 shares 57,173 $19.5M 2.97% -2,949 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: 13,320 shares; 2024Q4: 13,872 shares; 2025Q1: 12,297 shares; 2025Q2: 12,462 shares; 2025Q3: 14,776 shares; 2025Q4: 14,311 shares; 2026Q1: 14,077 shares; 2026Q2: 14,385 shares 14,385 $17.3M 2.63% +308 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,044 shares; 2024Q4: 29,327 shares; 2025Q1: 29,326 shares; 2025Q2: 28,913 shares; 2025Q3: 28,354 shares; 2025Q4: 27,199 shares; 2026Q1: 26,361 shares; 2026Q2: 25,661 shares 25,661 $16.4M 2.51% -700 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: 32,795 shares; 2024Q4: 56,167 shares; 2025Q1: 55,685 shares; 2025Q2: 55,490 shares; 2025Q3: 55,932 shares; 2025Q4: 64,825 shares; 2026Q1: 68,650 shares; 2026Q2: 71,558 shares 71,558 $15.5M 2.36% +2,908 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,989 shares; 2024Q4: 231,043 shares; 2025Q1: 233,807 shares; 2025Q2: 191,772 shares; 2025Q3: 191,664 shares; 2025Q4: 191,129 shares; 2026Q1: 194,199 shares; 2026Q2: 200,223 shares 200,223 $15.2M 2.32% +6,024 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,311 shares; 2026Q2: 36,177 shares 36,177 $13.7M 2.08% +866 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: 97,581 shares; 2024Q4: 96,842 shares; 2025Q1: 94,681 shares; 2025Q2: 94,868 shares; 2025Q3: 92,187 shares; 2025Q4: 91,319 shares; 2026Q1: 116,673 shares; 2026Q2: 119,407 shares 119,407 $12.8M 1.95% +2,734 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 38,318 shares; 2025Q4: 37,777 shares; 2026Q1: 37,610 shares; 2026Q2: 37,825 shares 37,825 $12.7M 1.93% +215 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,536 shares; 2024Q4: 115,955 shares; 2025Q1: 116,407 shares; 2025Q2: 95,407 shares; 2025Q3: 95,618 shares; 2025Q4: 95,722 shares; 2026Q1: 78,038 shares; 2026Q2: 79,777 shares 79,777 $12M 1.83% +1,739 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,712 shares; 2024Q4: 258,881 shares; 2025Q1: 258,417 shares; 2025Q2: 127,187 shares; 2025Q3: 126,486 shares; 2025Q4: 126,254 shares; 2026Q1: 125,051 shares; 2026Q2: 127,138 shares 127,138 $11.6M 1.78% +2,087 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: 14,651 shares; 2025Q3: 14,711 shares; 2025Q4: 14,684 shares; 2026Q1: 14,562 shares; 2026Q2: 9,871 shares 9,871 $11.6M 1.77% -4,691 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: 43,894 shares; 2024Q4: 45,411 shares; 2025Q1: 45,325 shares; 2025Q2: 46,072 shares; 2025Q3: 72,144 shares; 2025Q4: 70,995 shares; 2026Q1: 71,211 shares; 2026Q2: 72,630 shares 72,630 $11.5M 1.76% +1,419 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: 80,131 shares; 2024Q4: 80,013 shares; 2025Q1: 80,615 shares; 2025Q2: 78,048 shares; 2025Q3: 68,717 shares; 2025Q4: 69,551 shares; 2026Q1: 68,483 shares; 2026Q2: 71,490 shares 71,490 $10.8M 1.65% +3,007 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,794 shares; 2024Q4: 138,891 shares; 2025Q1: 140,331 shares; 2025Q2: 146,774 shares; 2025Q3: 147,254 shares; 2025Q4: 153,339 shares; 2026Q1: 155,426 shares; 2026Q2: 209,527 shares 209,527 $9.57M 1.46% +54,101 Timeline VDC 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: 40,202 shares; 2024Q4: 40,879 shares; 2025Q1: 40,968 shares; 2025Q2: 39,492 shares; 2025Q3: 39,414 shares; 2025Q4: 39,743 shares; 2026Q1: 40,531 shares; 2026Q2: 41,650 shares 41,650 $9.39M 1.43% +1,119 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,468 shares; 2024Q4: 110,736 shares; 2025Q1: 112,954 shares; 2025Q2: 115,232 shares; 2025Q3: 116,841 shares; 2025Q4: 123,036 shares; 2026Q1: 125,269 shares; 2026Q2: 111,825 shares 111,825 $9.24M 1.41% -13,444 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: 42,849 shares; 2024Q4: 43,146 shares; 2025Q1: 43,726 shares; 2025Q2: 43,556 shares; 2025Q3: 43,616 shares; 2025Q4: 43,520 shares; 2026Q1: 44,369 shares; 2026Q2: 46,153 shares 46,153 $9.23M 1.41% +1,784 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: 7,706 shares; 2025Q1: 7,603 shares; 2025Q2: 7,263 shares; 2025Q3: 7,130 shares; 2025Q4: 7,000 shares; 2026Q1: 9,330 shares; 2026Q2: 9,476 shares 9,476 $9.11M 1.39% +146 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: 974 shares; 2024Q4: 974 shares; 2025Q1: 934 shares; 2025Q2: 884 shares; 2025Q3: 803 shares; 2025Q4: 1,628 shares; 2026Q1: 26,936 shares; 2026Q2: 27,516 shares 27,516 $9.01M 1.37% +580 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,548 shares; 2024Q4: 169,886 shares; 2025Q1: 167,139 shares; 2025Q2: 157,427 shares; 2025Q3: 151,486 shares; 2025Q4: 155,219 shares; 2026Q1: 146,412 shares; 2026Q2: 157,576 shares 157,576 $7.89M 1.2% +11,164 Timeline PPA 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: 38,847 shares; 2024Q4: 42,894 shares; 2025Q1: 45,115 shares; 2025Q2: 45,044 shares; 2025Q3: 45,034 shares; 2025Q4: 42,329 shares; 2026Q1: 41,538 shares; 2026Q2: 43,045 shares 43,045 $7.6M 1.16% +1,507 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: 25,689 shares; 2024Q4: 25,966 shares; 2025Q1: 25,279 shares; 2025Q2: 19,745 shares; 2025Q3: 19,979 shares; 2025Q4: 19,654 shares; 2026Q1: 21,355 shares; 2026Q2: 21,954 shares 21,954 $7.53M 1.15% +599 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,457 shares 80,457 $7.29M 1.11% new 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: 2,322 shares; 2024Q4: 3,672 shares; 2025Q1: 3,222 shares; 2025Q2: 2,718 shares; 2025Q3: 2,628 shares; 2025Q4: 2,915 shares; 2026Q1: 13,550 shares; 2026Q2: 13,628 shares 13,628 $6.82M 1.04% +78 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,144 shares; 2024Q4: 49,444 shares; 2025Q1: 51,829 shares; 2025Q2: 51,487 shares; 2025Q3: 50,561 shares; 2025Q4: 45,914 shares; 2026Q1: 26,830 shares; 2026Q2: 26,614 shares 26,614 $6.77M 1.03% -216 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: 15,585 shares; 2024Q4: 15,566 shares; 2025Q1: 15,297 shares; 2025Q2: 12,453 shares; 2025Q3: 12,577 shares; 2025Q4: 12,556 shares; 2026Q1: 12,338 shares; 2026Q2: 13,065 shares 13,065 $6.71M 1.02% +727 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135,320 shares; 2026Q2: 146,716 shares 146,716 $6.65M 1.01% +11,396 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: 47,277 shares; 2024Q4: 48,410 shares; 2025Q1: 49,523 shares; 2025Q2: 47,240 shares; 2025Q3: 46,998 shares; 2025Q4: 47,317 shares; 2026Q1: 65,301 shares; 2026Q2: 68,560 shares 68,560 $6.61M 1.01% +3,259 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: 43,601 shares; 2024Q4: 31,574 shares; 2025Q1: 32,575 shares; 2025Q2: 30,559 shares; 2025Q3: 16,842 shares; 2025Q4: 17,201 shares; 2026Q1: 14,879 shares; 2026Q2: 14,745 shares 14,745 $6.2M 0.95% -134 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: 59,594 shares; 2024Q4: 61,039 shares; 2025Q1: 61,549 shares; 2025Q2: 60,988 shares; 2025Q3: 60,209 shares; 2025Q4: 121,806 shares; 2026Q1: 115,489 shares; 2026Q2: 119,756 shares 119,756 $6.09M 0.93% +4,267 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,812 shares; 2025Q4: 48,794 shares; 2026Q1: 49,737 shares; 2026Q2: 53,302 shares 53,302 $6.04M 0.92% +3,565 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,887 shares; 2026Q2: 18,271 shares 18,271 $5.77M 0.88% +1,384 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: 58,491 shares; 2024Q4: 60,140 shares; 2025Q1: 60,004 shares; 2025Q2: 58,681 shares; 2025Q3: 29,589 shares; 2025Q4: 29,179 shares; 2026Q1: 31,438 shares; 2026Q2: 31,001 shares 31,001 $5.74M 0.88% -437 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,838 shares 28,838 $5.48M 0.84% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,626 shares; 2026Q2: 12,481 shares 12,481 $5.32M 0.81% -145 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,161 shares; 2024Q4: 41,422 shares; 2025Q1: 41,561 shares; 2025Q2: 38,463 shares; 2025Q3: 38,381 shares; 2025Q4: 36,790 shares; 2026Q1: 25,369 shares; 2026Q2: 27,201 shares 27,201 $5.19M 0.79% +1,832 Timeline VONE 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: 17,516 shares; 2024Q4: 15,684 shares; 2025Q1: 15,419 shares; 2025Q2: 14,940 shares; 2025Q3: 14,725 shares; 2025Q4: 15,053 shares; 2026Q1: 15,364 shares; 2026Q2: 15,258 shares 15,258 $5.17M 0.79% -106 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: 32,419 shares; 2024Q4: 31,437 shares; 2025Q1: 25,917 shares; 2025Q2: 27,420 shares; 2025Q3: 27,106 shares; 2025Q4: 37,208 shares; 2026Q1: 30,912 shares; 2026Q2: 29,857 shares 29,857 $4.69M 0.72% -1,055 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,410 shares; 2024Q4: 12,173 shares; 2025Q1: 8,566 shares; 2025Q2: 8,687 shares; 2025Q3: 11,595 shares; 2025Q4: 58,167 shares; 2026Q1: 75,942 shares; 2026Q2: 43,302 shares 43,302 $4.3M 0.66% -32,640 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,957 shares; 2026Q2: 36,032 shares 36,032 $4.24M 0.65% -3,925 Timeline JAVA 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: 48,888 shares; 2024Q4: 44,218 shares; 2025Q1: 43,806 shares; 2025Q2: 42,995 shares; 2025Q3: 43,568 shares; 2025Q4: 44,745 shares; 2026Q1: 47,520 shares; 2026Q2: 51,550 shares 51,550 $4.09M 0.62% +4,030 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: 3,043 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 2,797 shares; 2025Q3: 2,777 shares; 2025Q4: 3,122 shares; 2026Q1: 15,795 shares; 2026Q2: 15,800 shares 15,800 $4.01M 0.61% +5 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,660 shares; 2026Q2: 3,493 shares 3,493 $3.72M 0.57% -167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,821 shares; 2026Q2: 28,358 shares 28,358 $3.67M 0.56% +537 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: 3,462 shares; 2024Q4: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 2,864 shares; 2025Q3: 2,853 shares; 2025Q4: 3,468 shares; 2026Q1: 23,912 shares; 2026Q2: 23,462 shares 23,462 $3.44M 0.52% -450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,161 shares; 2026Q2: 11,893 shares 11,893 $3.23M 0.49% -268 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,943 shares; 2026Q2: 4,912 shares 4,912 $3.12M 0.48% -31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,619 shares; 2026Q2: 85,619 shares 85,619 $3.09M 0.47% +3,000 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 30,595 shares; 2026Q2: 25,260 shares 25,260 $3.07M 0.47% -5,335 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,400 shares; 2026Q2: 56,425 shares 56,425 $3.06M 0.47% -5,975 Timeline OEF 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: 7,960 shares; 2026Q2: 8,335 shares 8,335 $3.05M 0.47% +375 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,981 shares; 2026Q2: 9,814 shares 9,814 $2.71M 0.41% -1,167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,187 shares; 2026Q2: 9,587 shares 9,587 $2.61M 0.4% +400 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,300 shares; 2026Q2: 35,800 shares 35,800 $2.55M 0.39% +1,500 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,419 shares; 2026Q2: 14,075 shares 14,075 $2.33M 0.36% +656 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,953 shares; 2026Q2: 17,178 shares 17,178 $2.33M 0.35% +225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,270 shares; 2026Q2: 70,320 shares 70,320 $2.04M 0.31% +3,050 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,053 shares; 2026Q2: 11,433 shares 11,433 $1.79M 0.27% +380 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,464 shares; 2026Q2: 10,925 shares 10,925 $1.77M 0.27% -539 Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 41,780 shares; 2026Q2: 23,655 shares 23,655 $1.71M 0.26% -18,125 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: 13,374 shares; 2024Q4: 13,612 shares; 2025Q1: 13,852 shares; 2025Q2: 25,839 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,888 shares; 2026Q2: 4,093 shares 4,093 $1.7M 0.26% +205 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,165 shares; 2026Q2: 25,203 shares 25,203 $1.63M 0.25% -962 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,362 shares; 2026Q2: 7,825 shares 7,825 $1.48M 0.23% +463 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,685 shares; 2026Q2: 2,886 shares 2,886 $1.47M 0.22% +201 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,060 shares; 2026Q2: 39,586 shares 39,586 $1.46M 0.22% -7,474 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,775 shares; 2026Q2: 1,900 shares 1,900 $1.42M 0.22% +125 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 4,141 shares; 2026Q2: 4,394 shares 4,394 $1.38M 0.21% +253 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,842 shares; 2026Q2: 56,014 shares 56,014 $1.35M 0.21% -13,828 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 9,225 shares; 2026Q2: 9,092 shares 9,092 $1.33M 0.2% -133 Timeline PFF 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: 52,025 shares; 2026Q2: 40,350 shares 40,350 $1.23M 0.19% -11,675 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,980 shares; 2026Q2: 13,818 shares 13,818 $1.09M 0.17% -3,162 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,264 shares; 2026Q2: 4,064 shares 4,064 $1.07M 0.16% -200 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,870 shares; 2026Q2: 2,845 shares 2,845 $1.05M 0.16% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,125 shares; 2026Q2: 10,746 shares 10,746 $1.04M 0.16% -4,379 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,646 shares; 2026Q2: 23,972 shares 23,972 $1.01M 0.15% -674 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,310 shares; 2026Q2: 10,877 shares 10,877 $987K 0.15% +567 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,215 shares; 2026Q2: 1,184 shares 1,184 $886K 0.14% -31 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,125 shares; 2026Q2: 6,133 shares 6,133 $878K 0.13% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,735 shares; 2026Q2: 27,285 shares 27,285 $865K 0.13% -450 Timeline RPM RPM INTL INC More: the full row for RPM 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: 6,925 shares; 2026Q2: 6,925 shares 6,925 $770K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,115 shares; 2026Q2: 20,640 shares 20,640 $761K 0.12% +525 Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 20,563 shares; 2026Q2: 9,150 shares 9,150 $735K 0.11% -11,413 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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: 65,120 shares; 2026Q2: 46,270 shares 46,270 $730K 0.11% -18,850 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: not reported; 2026Q1: 16,888 shares; 2026Q2: 12,103 shares 12,103 $728K 0.11% -4,785 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,524 shares; 2026Q2: 8,639 shares 8,639 $683K 0.1% -6,885 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: 2,681 shares 2,681 $600K 0.09% 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: 2,674 shares 2,674 $591K 0.09% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,985 shares; 2026Q2: 1,985 shares 1,985 $577K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,248 shares; 2026Q2: 1,248 shares 1,248 $511K 0.08% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,910 shares; 2026Q2: 14,435 shares 14,435 $502K 0.08% -22,475 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: 526 shares; 2024Q4: 526 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 356 shares; 2026Q1: 676 shares; 2026Q2: 651 shares 651 $480K 0.07% -25 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,290 shares; 2026Q2: 8,190 shares 8,190 $439K 0.07% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 767 shares; 2026Q2: 773 shares 773 $388K 0.06% +6 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,875 shares; 2026Q2: 4,712 shares 4,712 $385K 0.06% -163 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS 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: 3,250 shares; 2026Q2: 2,633 shares 2,633 $366K 0.06% -617 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385 shares; 2026Q2: 3,000 shares 3,000 $359K 0.05% +2,615 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $344K 0.05% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,078 shares 2,078 $314K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 874 shares; 2026Q2: 888 shares 888 $313K 0.05% +14 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS 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: 2,935 shares; 2026Q2: 2,640 shares 2,640 $284K 0.04% -295 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 796 shares; 2026Q2: 3,184 shares 3,184 $257K 0.04% +2,388 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 533 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 536 shares 536 $243K 0.04% +3 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,619 shares 1,619 $240K 0.04% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,090 shares; 2026Q2: 2,056 shares 2,056 $240K 0.04% -34 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,754 shares; 2025Q4: not reported; 2026Q1: 1,843 shares; 2026Q2: 1,627 shares 1,627 $238K 0.04% -216 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: 2,589 shares 2,589 $217K 0.03% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,407 shares; 2026Q2: 2,438 shares 2,438 $214K 0.03% +31 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 675 shares 675 $205K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,290 shares; 2025Q3: 1,117 shares; 2025Q4: 2,098 shares; 2026Q1: not reported; 2026Q2: 1,730 shares 1,730 $203K 0.03% new Timeline