EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,989 shares; 2024Q4: 182,199 shares; 2025Q1: 200,714 shares; 2025Q2: 216,449 shares; 2025Q3: 230,656 shares; 2025Q4: 231,470 shares; 2026Q1: 227,709 shares; 2026Q2: 241,082 shares 241,082 $24.7M 5.53% +13,373 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,557 shares; 2024Q4: 30,107 shares; 2025Q1: 35,547 shares; 2025Q2: 27,217 shares; 2025Q3: 56,654 shares; 2025Q4: 52,131 shares; 2026Q1: 57,565 shares; 2026Q2: 241,181 shares 241,181 $23.9M 5.35% +183,616 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: 103,850 shares; 2024Q4: 111,986 shares; 2025Q1: 98,820 shares; 2025Q2: 137,979 shares; 2025Q3: 152,655 shares; 2025Q4: 158,157 shares; 2026Q1: 174,781 shares; 2026Q2: 225,679 shares 225,679 $21.8M 4.89% +50,898 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,315 shares; 2024Q4: 182,732 shares; 2025Q1: 200,669 shares; 2025Q2: 218,863 shares; 2025Q3: 233,223 shares; 2025Q4: 240,185 shares; 2026Q1: 233,136 shares; 2026Q2: 251,305 shares 251,305 $20.8M 4.67% +18,169 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: 35,369 shares; 2024Q4: 38,420 shares; 2025Q1: 39,340 shares; 2025Q2: 41,461 shares; 2025Q3: 42,013 shares; 2025Q4: 41,472 shares; 2026Q1: 42,122 shares; 2026Q2: 47,249 shares 47,249 $17.6M 3.95% +5,127 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: 60,644 shares; 2024Q4: 63,194 shares; 2025Q1: 62,808 shares; 2025Q2: 62,950 shares; 2025Q3: 62,639 shares; 2025Q4: 58,791 shares; 2026Q1: 57,494 shares; 2026Q2: 59,743 shares 59,743 $17.3M 3.88% +2,249 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: 43,754 shares; 2024Q4: 46,944 shares; 2025Q1: 47,529 shares; 2025Q2: 49,560 shares; 2025Q3: 50,602 shares; 2025Q4: 45,948 shares; 2026Q1: 43,174 shares; 2026Q2: 45,327 shares 45,327 $16.2M 3.63% +2,153 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,490 shares; 2025Q1: 43,310 shares; 2025Q2: 44,600 shares; 2025Q3: 44,842 shares; 2025Q4: 39,520 shares; 2026Q1: 37,073 shares; 2026Q2: 34,378 shares 34,378 $14.9M 3.34% -2,695 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: 80,235 shares; 2024Q4: 77,914 shares; 2025Q1: 77,051 shares; 2025Q2: 76,014 shares; 2025Q3: 75,740 shares; 2025Q4: 68,972 shares; 2026Q1: 68,142 shares; 2026Q2: 70,373 shares 70,373 $14.1M 3.16% +2,231 Timeline IEF 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: 66,693 shares; 2026Q2: 141,822 shares 141,822 $13.4M 3.01% +75,129 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: 20,410 shares; 2024Q4: 22,922 shares; 2025Q1: 24,206 shares; 2025Q2: 20,055 shares; 2025Q3: 18,173 shares; 2025Q4: 16,870 shares; 2026Q1: 16,018 shares; 2026Q2: 17,080 shares 17,080 $12.8M 2.87% +1,062 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: 35,120 shares; 2024Q4: 36,551 shares; 2025Q1: 36,309 shares; 2025Q2: 42,009 shares; 2025Q3: 43,731 shares; 2025Q4: 44,060 shares; 2026Q1: 44,183 shares; 2026Q2: 45,748 shares 45,748 $10.9M 2.44% +1,565 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: 23,839 shares; 2024Q4: 24,890 shares; 2025Q1: 24,219 shares; 2025Q2: 23,109 shares; 2025Q3: 23,108 shares; 2025Q4: 22,540 shares; 2026Q1: 21,203 shares; 2026Q2: 21,731 shares 21,731 $7.11M 1.6% +528 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,182 shares; 2024Q4: 2,684 shares; 2025Q1: 3,044 shares; 2025Q2: 3,322 shares; 2025Q3: 3,610 shares; 2025Q4: 3,474 shares; 2026Q1: 3,249 shares; 2026Q2: 3,301 shares 3,301 $6.57M 1.47% +52 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: 7,314 shares; 2024Q4: 7,274 shares; 2025Q1: 7,202 shares; 2025Q2: 7,072 shares; 2025Q3: 7,203 shares; 2025Q4: 6,629 shares; 2026Q1: 6,242 shares; 2026Q2: 6,115 shares 6,115 $6.51M 1.46% -127 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,356 shares; 2024Q4: 105,805 shares; 2025Q1: 122,307 shares; 2025Q2: 122,731 shares; 2025Q3: 131,507 shares; 2025Q4: 136,010 shares; 2026Q1: 80,024 shares; 2026Q2: 48,433 shares 48,433 $5.69M 1.28% -31,591 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,266 shares; 2024Q4: 42,436 shares; 2025Q1: 42,541 shares; 2025Q2: 38,261 shares; 2025Q3: 36,631 shares; 2025Q4: 34,840 shares; 2026Q1: 35,440 shares; 2026Q2: 39,864 shares 39,864 $5.68M 1.27% +4,424 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: 18,867 shares; 2024Q4: 20,555 shares; 2025Q1: 21,751 shares; 2025Q2: 22,727 shares; 2025Q3: 20,762 shares; 2025Q4: 20,345 shares; 2026Q1: 19,676 shares; 2026Q2: 20,290 shares 20,290 $5.15M 1.16% +614 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,726 shares; 2024Q4: 36,226 shares; 2025Q1: 36,451 shares; 2025Q2: 61,051 shares; 2025Q3: 69,701 shares; 2025Q4: 80,826 shares; 2026Q1: 81,426 shares; 2026Q2: 80,426 shares 80,426 $4.64M 1.04% -1,000 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: 5,690 shares; 2024Q4: 5,559 shares; 2025Q1: 5,142 shares; 2025Q2: 5,203 shares; 2025Q3: 5,196 shares; 2025Q4: 4,901 shares; 2026Q1: 4,573 shares; 2026Q2: 4,551 shares 4,551 $4.45M 1% -22 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: 72,065 shares; 2024Q4: 73,982 shares; 2025Q1: 78,359 shares; 2025Q2: 76,662 shares; 2025Q3: 75,496 shares; 2025Q4: 73,006 shares; 2026Q1: 72,255 shares; 2026Q2: 76,897 shares 76,897 $4.38M 0.98% +4,642 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: 1,505 shares; 2024Q4: 4,378 shares; 2025Q1: 4,686 shares; 2025Q2: 4,939 shares; 2025Q3: 5,213 shares; 2025Q4: 4,834 shares; 2026Q1: 4,736 shares; 2026Q2: 3,594 shares 3,594 $4.31M 0.97% -1,142 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: 7,089 shares; 2024Q4: 13,409 shares; 2025Q1: 12,518 shares; 2025Q2: 12,004 shares; 2025Q3: 12,021 shares; 2025Q4: 11,667 shares; 2026Q1: 11,996 shares; 2026Q2: 12,429 shares 12,429 $4.24M 0.95% +433 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,243 shares; 2024Q4: 13,932 shares; 2025Q1: 13,074 shares; 2025Q2: 17,838 shares; 2025Q3: 18,986 shares; 2025Q4: 19,816 shares; 2026Q1: 21,360 shares; 2026Q2: 28,042 shares 28,042 $4.14M 0.93% +6,682 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: 3,930 shares; 2024Q4: 4,507 shares; 2025Q1: 4,305 shares; 2025Q2: 4,129 shares; 2025Q3: 4,146 shares; 2025Q4: 4,195 shares; 2026Q1: 4,149 shares; 2026Q2: 4,342 shares 4,342 $4.06M 0.91% +193 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: 20,200 shares; 2024Q4: 21,669 shares; 2025Q1: 21,788 shares; 2025Q2: 23,357 shares; 2025Q3: 23,897 shares; 2025Q4: 23,753 shares; 2026Q1: 22,859 shares; 2026Q2: 23,964 shares 23,964 $3.97M 0.89% +1,105 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: 3,568 shares; 2025Q1: 3,664 shares; 2025Q2: 3,740 shares; 2025Q3: 3,706 shares; 2025Q4: 3,679 shares; 2026Q1: 3,582 shares; 2026Q2: 4,085 shares 4,085 $3.93M 0.88% +503 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,688 shares; 2024Q4: 3,563 shares; 2025Q1: 3,398 shares; 2025Q2: 3,445 shares; 2025Q3: 3,497 shares; 2025Q4: 3,383 shares; 2026Q1: 3,331 shares; 2026Q2: 3,413 shares 3,413 $3.87M 0.87% +82 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: 9,610 shares; 2024Q4: 9,905 shares; 2025Q1: 9,872 shares; 2025Q2: 9,757 shares; 2025Q3: 9,776 shares; 2025Q4: 9,646 shares; 2026Q1: 10,251 shares; 2026Q2: 11,139 shares 11,139 $3.82M 0.86% +888 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: 11,111 shares; 2024Q4: 11,768 shares; 2025Q1: 12,770 shares; 2025Q2: 13,572 shares; 2025Q3: 13,812 shares; 2025Q4: 13,812 shares; 2026Q1: 13,457 shares; 2026Q2: 14,223 shares 14,223 $3.5M 0.79% +766 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: 781 shares; 2024Q4: 3,265 shares; 2025Q1: 3,765 shares; 2025Q2: 5,018 shares; 2025Q3: 5,480 shares; 2025Q4: 5,228 shares; 2026Q1: 5,358 shares; 2026Q2: 6,082 shares 6,082 $3.43M 0.77% +724 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,812 shares; 2024Q4: 11,790 shares; 2025Q1: 11,127 shares; 2025Q2: 17,900 shares; 2025Q3: 19,239 shares; 2025Q4: 19,895 shares; 2026Q1: 23,198 shares; 2026Q2: 24,581 shares 24,581 $3.36M 0.75% +1,383 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: 4,879 shares; 2024Q4: 5,049 shares; 2025Q1: 5,014 shares; 2025Q2: 4,965 shares; 2025Q3: 5,073 shares; 2025Q4: 5,221 shares; 2026Q1: 4,985 shares; 2026Q2: 5,166 shares 5,166 $3.28M 0.73% +181 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,604 shares; 2024Q4: 4,624 shares; 2025Q1: 4,780 shares; 2025Q2: 4,886 shares; 2025Q3: 4,892 shares; 2025Q4: 4,654 shares; 2026Q1: 4,411 shares; 2026Q2: 4,434 shares 4,434 $3.16M 0.71% +23 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: 4,645 shares; 2024Q4: 4,895 shares; 2025Q1: 5,321 shares; 2025Q2: 5,979 shares; 2025Q3: 6,137 shares; 2025Q4: 5,645 shares; 2026Q1: 5,493 shares; 2026Q2: 6,174 shares 6,174 $3.1M 0.69% +681 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: 23,871 shares; 2024Q4: 23,871 shares; 2025Q1: 25,663 shares; 2025Q2: 27,306 shares; 2025Q3: 27,306 shares; 2025Q4: 27,306 shares; 2026Q1: 26,686 shares; 2026Q2: 29,766 shares 29,766 $3.09M 0.69% +3,080 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,797 shares; 2024Q4: 4,704 shares; 2025Q1: 4,370 shares; 2025Q2: 4,367 shares; 2025Q3: 4,202 shares; 2025Q4: 4,027 shares; 2026Q1: 3,892 shares; 2026Q2: 3,961 shares 3,961 $3.02M 0.68% +69 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,045 shares; 2024Q4: 9,931 shares; 2025Q1: 10,491 shares; 2025Q2: 11,571 shares; 2025Q3: 11,298 shares; 2025Q4: 11,208 shares; 2026Q1: 11,264 shares; 2026Q2: 11,466 shares 11,466 $2.99M 0.67% +202 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: 2,156 shares; 2024Q4: 2,699 shares; 2025Q1: 3,921 shares; 2025Q2: 5,606 shares; 2025Q3: 5,509 shares; 2025Q4: 5,154 shares; 2026Q1: 5,188 shares; 2026Q2: 5,096 shares 5,096 $2.96M 0.66% -92 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: 13,039 shares; 2024Q4: 13,659 shares; 2025Q1: 13,853 shares; 2025Q2: 14,441 shares; 2025Q3: 14,892 shares; 2025Q4: 14,270 shares; 2026Q1: 13,816 shares; 2026Q2: 13,974 shares 13,974 $2.92M 0.66% +158 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: 17,036 shares; 2024Q4: 19,001 shares; 2025Q1: 18,678 shares; 2025Q2: 18,491 shares; 2025Q3: 18,950 shares; 2025Q4: 18,964 shares; 2026Q1: 18,442 shares; 2026Q2: 19,375 shares 19,375 $2.84M 0.64% +933 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: 7,203 shares; 2024Q4: 8,776 shares; 2025Q1: 9,033 shares; 2025Q2: 9,166 shares; 2025Q3: 9,407 shares; 2025Q4: 9,379 shares; 2026Q1: 9,267 shares; 2026Q2: 10,128 shares 10,128 $2.74M 0.61% +861 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: 1,644 shares; 2025Q1: 1,844 shares; 2025Q2: 4,617 shares; 2025Q3: 5,502 shares; 2025Q4: 5,782 shares; 2026Q1: 5,972 shares; 2026Q2: 7,104 shares 7,104 $2.68M 0.6% +1,132 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: 11,714 shares; 2024Q4: 11,788 shares; 2025Q1: 11,456 shares; 2025Q2: 11,287 shares; 2025Q3: 11,909 shares; 2025Q4: 11,894 shares; 2026Q1: 11,796 shares; 2026Q2: 17,254 shares 17,254 $2.56M 0.57% +5,458 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,560 shares; 2024Q4: 8,274 shares; 2025Q1: 8,427 shares; 2025Q2: 10,680 shares; 2025Q3: 11,609 shares; 2025Q4: 12,037 shares; 2026Q1: 14,179 shares; 2026Q2: 13,587 shares 13,587 $2.43M 0.54% -592 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: 4,869 shares; 2024Q4: 5,083 shares; 2025Q1: 5,739 shares; 2025Q2: 6,394 shares; 2025Q3: 7,032 shares; 2025Q4: 7,163 shares; 2026Q1: 7,082 shares; 2026Q2: 7,619 shares 7,619 $2.43M 0.54% +537 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: 5,369 shares; 2024Q4: 5,516 shares; 2025Q1: 5,810 shares; 2025Q2: 5,987 shares; 2025Q3: 6,228 shares; 2025Q4: 6,385 shares; 2026Q1: 6,505 shares; 2026Q2: 7,470 shares 7,470 $2.35M 0.53% +965 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: 13,194 shares; 2024Q4: 15,927 shares; 2025Q1: 17,224 shares; 2025Q2: 18,279 shares; 2025Q3: 18,129 shares; 2025Q4: 17,610 shares; 2026Q1: 16,770 shares; 2026Q2: 17,080 shares 17,080 $2.31M 0.52% +310 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,724 shares; 2024Q4: 7,633 shares; 2025Q1: 7,826 shares; 2025Q2: 8,114 shares; 2025Q3: 8,123 shares; 2025Q4: 8,282 shares; 2026Q1: 8,248 shares; 2026Q2: 7,864 shares 7,864 $2.31M 0.52% -384 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: 8,829 shares; 2024Q4: 8,861 shares; 2025Q1: 8,961 shares; 2025Q2: 9,277 shares; 2025Q3: 9,435 shares; 2025Q4: 9,244 shares; 2026Q1: 8,995 shares; 2026Q2: 9,477 shares 9,477 $2.25M 0.51% +482 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,591 shares; 2024Q4: 6,911 shares; 2025Q1: 7,280 shares; 2025Q2: 7,602 shares; 2025Q3: 7,849 shares; 2025Q4: 7,480 shares; 2026Q1: 7,155 shares; 2026Q2: 5,772 shares 5,772 $2.25M 0.5% -1,383 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: 54,030 shares; 2024Q4: 59,293 shares; 2025Q1: 63,527 shares; 2025Q2: 57,512 shares; 2025Q3: 54,465 shares; 2025Q4: 51,579 shares; 2026Q1: 50,204 shares; 2026Q2: 53,068 shares 53,068 $2.25M 0.5% +2,864 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,203 shares; 2024Q4: 4,073 shares; 2025Q1: 4,864 shares; 2025Q2: 4,718 shares; 2025Q3: 4,794 shares; 2025Q4: 5,954 shares; 2026Q1: 7,668 shares; 2026Q2: 8,751 shares 8,751 $2.12M 0.48% +1,083 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,150 shares; 2025Q3: 2,170 shares; 2025Q4: 2,156 shares; 2026Q1: 2,078 shares; 2026Q2: 1,815 shares 1,815 $2.1M 0.47% -263 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: 2,117 shares; 2024Q4: 2,467 shares; 2025Q1: 3,154 shares; 2025Q2: 3,171 shares; 2025Q3: 3,091 shares; 2025Q4: 3,216 shares; 2026Q1: 3,645 shares; 2026Q2: 16,538 shares 16,538 $2.05M 0.46% +12,893 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,996 shares; 2024Q4: 10,609 shares; 2025Q1: 10,975 shares; 2025Q2: 11,177 shares; 2025Q3: 11,552 shares; 2025Q4: 11,709 shares; 2026Q1: 11,176 shares; 2026Q2: 11,651 shares 11,651 $1.97M 0.44% +475 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: 16,168 shares; 2024Q4: 17,297 shares; 2025Q1: 15,837 shares; 2025Q2: 15,311 shares; 2025Q3: 15,196 shares; 2025Q4: 14,699 shares; 2026Q1: 14,703 shares; 2026Q2: 14,852 shares 14,852 $1.91M 0.43% +149 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: 4,649 shares; 2024Q4: 5,150 shares; 2025Q1: 5,516 shares; 2025Q2: 5,520 shares; 2025Q3: 5,724 shares; 2025Q4: 5,849 shares; 2026Q1: 5,697 shares; 2026Q2: 6,061 shares 6,061 $1.91M 0.43% +364 Timeline JEPI 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: 22,916 shares; 2025Q4: 32,515 shares; 2026Q1: 32,124 shares; 2026Q2: 33,724 shares 33,724 $1.9M 0.43% +1,600 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: 4,879 shares; 2024Q4: 6,173 shares; 2025Q1: 6,323 shares; 2025Q2: 6,236 shares; 2025Q3: 6,365 shares; 2025Q4: 5,978 shares; 2026Q1: 5,989 shares; 2026Q2: 5,341 shares 5,341 $1.88M 0.42% -648 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,220 shares; 2024Q4: 23,039 shares; 2025Q1: 20,855 shares; 2025Q2: 17,489 shares; 2025Q3: 17,954 shares; 2025Q4: 17,870 shares; 2026Q1: 16,796 shares; 2026Q2: 15,868 shares 15,868 $1.86M 0.42% -928 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,225 shares; 2024Q4: 3,231 shares; 2025Q1: 3,819 shares; 2025Q2: 4,382 shares; 2025Q3: 4,820 shares; 2025Q4: 4,849 shares; 2026Q1: 4,778 shares; 2026Q2: 5,089 shares 5,089 $1.73M 0.39% +311 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,475 shares; 2024Q4: 14,475 shares; 2025Q1: 14,475 shares; 2025Q2: 14,475 shares; 2025Q3: 14,562 shares; 2025Q4: 14,562 shares; 2026Q1: 14,562 shares; 2026Q2: 14,412 shares 14,412 $1.73M 0.39% -150 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: 1,107 shares; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 3,122 shares; 2025Q3: 2,058 shares; 2025Q4: 2,047 shares; 2026Q1: 2,287 shares; 2026Q2: 2,287 shares 2,287 $1.71M 0.38% 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: 49,072 shares; 2024Q4: 49,072 shares; 2025Q1: 49,072 shares; 2025Q2: 49,072 shares; 2025Q3: 49,382 shares; 2025Q4: 49,382 shares; 2026Q1: 49,072 shares; 2026Q2: 49,072 shares 49,072 $1.71M 0.38% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,627 shares; 2024Q4: 3,740 shares; 2025Q1: 3,877 shares; 2025Q2: 3,011 shares; 2025Q3: 3,002 shares; 2025Q4: 3,263 shares; 2026Q1: 3,235 shares; 2026Q2: 3,401 shares 3,401 $1.7M 0.38% +166 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: 2,842 shares; 2024Q4: 2,729 shares; 2025Q1: 2,752 shares; 2025Q2: 2,544 shares; 2025Q3: 2,727 shares; 2025Q4: 13,311 shares; 2026Q1: 14,622 shares; 2026Q2: 17,058 shares 17,058 $1.69M 0.38% +2,436 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: 15,495 shares; 2024Q4: 15,363 shares; 2025Q1: 16,697 shares; 2025Q2: 16,433 shares; 2025Q3: 17,120 shares; 2025Q4: 17,251 shares; 2026Q1: 16,855 shares; 2026Q2: 17,865 shares 17,865 $1.57M 0.35% +1,010 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: 14,969 shares; 2024Q4: 18,269 shares; 2025Q1: 18,169 shares; 2025Q2: 19,044 shares; 2025Q3: 14,019 shares; 2025Q4: 13,349 shares; 2026Q1: 14,264 shares; 2026Q2: 13,759 shares 13,759 $1.48M 0.33% -505 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 483 shares; 2026Q2: 2,151 shares 2,151 $1.48M 0.33% +1,668 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: 7,708 shares; 2024Q4: 7,403 shares; 2025Q1: 7,697 shares; 2025Q2: 8,312 shares; 2025Q3: 8,423 shares; 2025Q4: 8,416 shares; 2026Q1: 8,234 shares; 2026Q2: 9,182 shares 9,182 $1.44M 0.32% +948 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,426 shares; 2024Q4: 1,534 shares; 2025Q1: 1,831 shares; 2025Q2: 2,145 shares; 2025Q3: 2,219 shares; 2025Q4: 1,958 shares; 2026Q1: 2,066 shares; 2026Q2: 2,271 shares 2,271 $1.42M 0.32% +205 Timeline SHYG 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: 6,238 shares; 2025Q4: 6,215 shares; 2026Q1: 6,538 shares; 2026Q2: 33,144 shares 33,144 $1.41M 0.32% +26,606 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: 7,981 shares; 2024Q4: 9,133 shares; 2025Q1: 9,018 shares; 2025Q2: 10,406 shares; 2025Q3: 10,842 shares; 2025Q4: 10,024 shares; 2026Q1: 10,006 shares; 2026Q2: 12,058 shares 12,058 $1.37M 0.31% +2,052 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: 16,746 shares; 2024Q4: 14,707 shares; 2025Q1: 14,735 shares; 2025Q2: 13,857 shares; 2025Q3: 13,885 shares; 2025Q4: 13,962 shares; 2026Q1: 13,347 shares; 2026Q2: 13,995 shares 13,995 $1.35M 0.3% +648 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: 9,109 shares; 2024Q4: 10,288 shares; 2025Q1: 9,988 shares; 2025Q2: 9,698 shares; 2025Q3: 9,851 shares; 2025Q4: 9,851 shares; 2026Q1: 9,860 shares; 2026Q2: 9,735 shares 9,735 $1.33M 0.3% -125 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775 shares; 2024Q4: 1,772 shares; 2025Q1: 1,726 shares; 2025Q2: 1,712 shares; 2025Q3: 1,749 shares; 2025Q4: 17,385 shares; 2026Q1: 17,086 shares; 2026Q2: 18,476 shares 18,476 $1.32M 0.3% +1,390 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: 5,796 shares; 2024Q4: 10,921 shares; 2025Q1: 12,271 shares; 2025Q2: 14,038 shares; 2025Q3: 15,018 shares; 2025Q4: 15,070 shares; 2026Q1: 14,178 shares; 2026Q2: 14,502 shares 14,502 $1.32M 0.3% +324 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: 2,942 shares; 2024Q4: 2,887 shares; 2025Q1: 2,822 shares; 2025Q2: 2,818 shares; 2025Q3: 3,012 shares; 2025Q4: 2,999 shares; 2026Q1: 2,906 shares; 2026Q2: 3,162 shares 3,162 $1.26M 0.28% +256 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: 3,221 shares; 2024Q4: 3,532 shares; 2025Q1: 4,153 shares; 2025Q2: 4,217 shares; 2025Q3: 4,356 shares; 2025Q4: 4,259 shares; 2026Q1: 4,077 shares; 2026Q2: 4,323 shares 4,323 $1.26M 0.28% +246 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,035 shares; 2024Q4: 1,635 shares; 2025Q1: 1,398 shares; 2025Q2: 4,565 shares; 2025Q3: 5,977 shares; 2025Q4: 6,114 shares; 2026Q1: 6,167 shares; 2026Q2: 6,701 shares 6,701 $1.2M 0.27% +534 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,179 shares; 2024Q4: 9,496 shares; 2025Q1: 10,245 shares; 2025Q2: 10,845 shares; 2025Q3: 10,951 shares; 2025Q4: 9,125 shares; 2026Q1: 8,895 shares; 2026Q2: 9,645 shares 9,645 $1.17M 0.26% +750 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,996 shares; 2025Q3: 7,008 shares; 2025Q4: 7,823 shares; 2026Q1: 8,160 shares; 2026Q2: 9,408 shares 9,408 $1.16M 0.26% +1,248 Timeline ESGE ISHARES INC More: the full row for ISHARES 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: 20,210 shares 20,210 $1.11M 0.25% new 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: 3,405 shares; 2024Q4: 3,575 shares; 2025Q1: 3,683 shares; 2025Q2: 3,876 shares; 2025Q3: 3,977 shares; 2025Q4: 3,873 shares; 2026Q1: 3,709 shares; 2026Q2: 3,796 shares 3,796 $1.03M 0.23% +87 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,015 shares; 2024Q4: 5,014 shares; 2025Q1: 5,146 shares; 2025Q2: 4,896 shares; 2025Q3: 5,011 shares; 2025Q4: 4,833 shares; 2026Q1: 4,747 shares; 2026Q2: 5,296 shares 5,296 $1.03M 0.23% +549 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,430 shares; 2024Q4: 20,430 shares; 2025Q1: 20,430 shares; 2025Q2: 20,430 shares; 2025Q3: 20,330 shares; 2025Q4: 20,330 shares; 2026Q1: 20,330 shares; 2026Q2: 20,330 shares 20,330 $1.03M 0.23% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,330 shares; 2024Q4: 12,055 shares; 2025Q1: 11,253 shares; 2025Q2: 9,135 shares; 2025Q3: 7,651 shares; 2025Q4: 6,795 shares; 2026Q1: 6,713 shares; 2026Q2: 7,317 shares 7,317 $1.02M 0.23% +604 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: 5,015 shares; 2024Q4: 5,579 shares; 2025Q1: 5,750 shares; 2025Q2: 6,776 shares; 2025Q3: 6,706 shares; 2025Q4: 6,592 shares; 2026Q1: 6,680 shares; 2026Q2: 6,819 shares 6,819 $924K 0.21% +139 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: 1,027 shares; 2024Q4: 3,447 shares; 2025Q1: 3,619 shares; 2025Q2: 3,561 shares; 2025Q3: 3,049 shares; 2025Q4: 3,049 shares; 2026Q1: 2,456 shares; 2026Q2: 3,061 shares 3,061 $920K 0.21% +605 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: 2,241 shares; 2024Q4: 2,284 shares; 2025Q1: 2,319 shares; 2025Q2: 2,619 shares; 2025Q3: 2,635 shares; 2025Q4: 2,619 shares; 2026Q1: 2,613 shares; 2026Q2: 2,635 shares 2,635 $891K 0.2% +22 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: 2,281 shares; 2024Q4: 2,492 shares; 2025Q1: 2,688 shares; 2025Q2: 3,149 shares; 2025Q3: 3,057 shares; 2025Q4: 3,030 shares; 2026Q1: 3,080 shares; 2026Q2: 3,116 shares 3,116 $876K 0.2% +36 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,295 shares; 2024Q4: 12,295 shares; 2025Q1: 12,365 shares; 2025Q2: 11,240 shares; 2025Q3: 11,240 shares; 2025Q4: 11,240 shares; 2026Q1: 11,564 shares; 2026Q2: 11,287 shares 11,287 $870K 0.2% -277 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,737 shares; 2024Q4: 1,584 shares; 2025Q1: 1,628 shares; 2025Q2: 1,731 shares; 2025Q3: 1,730 shares; 2025Q4: 1,717 shares; 2026Q1: 1,705 shares; 2026Q2: 1,707 shares 1,707 $870K 0.2% +2 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $807K 0.18% 0 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: 8,487 shares; 2024Q4: 9,132 shares; 2025Q1: 9,164 shares; 2025Q2: 9,822 shares; 2025Q3: 9,813 shares; 2025Q4: 9,167 shares; 2026Q1: 6,802 shares; 2026Q2: 6,837 shares 6,837 $803K 0.18% +35 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: 4,981 shares; 2025Q1: 4,981 shares; 2025Q2: 3,981 shares; 2025Q3: 4,381 shares; 2025Q4: 4,381 shares; 2026Q1: 4,567 shares; 2026Q2: 10,952 shares 10,952 $780K 0.17% +6,385 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: 2,477 shares; 2024Q4: 2,477 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares; 2025Q3: 2,434 shares; 2025Q4: 2,379 shares; 2026Q1: 2,249 shares; 2026Q2: 2,189 shares 2,189 $773K 0.17% -60 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: 7,331 shares; 2024Q4: 7,383 shares; 2025Q1: 7,726 shares; 2025Q2: 9,437 shares; 2025Q3: 9,517 shares; 2025Q4: 9,545 shares; 2026Q1: 9,788 shares; 2026Q2: 9,480 shares 9,480 $769K 0.17% -308 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: 1,997 shares; 2024Q4: 2,217 shares; 2025Q1: 2,194 shares; 2025Q2: 2,109 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares; 2026Q1: 2,116 shares; 2026Q2: 2,106 shares 2,106 $763K 0.17% -10 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,206 shares; 2024Q4: 5,256 shares; 2025Q1: 5,779 shares; 2025Q2: 7,802 shares; 2025Q3: 7,757 shares; 2025Q4: 7,435 shares; 2026Q1: 7,334 shares; 2026Q2: 7,245 shares 7,245 $738K 0.17% -89 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: 2,143 shares; 2024Q4: 2,191 shares; 2025Q1: 2,118 shares; 2025Q2: 1,828 shares; 2025Q3: 1,813 shares; 2025Q4: 1,635 shares; 2026Q1: 1,635 shares; 2026Q2: 1,695 shares 1,695 $722K 0.16% +60 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,527 shares; 2024Q4: 9,340 shares; 2025Q1: 10,787 shares; 2025Q2: 11,958 shares; 2025Q3: 10,444 shares; 2025Q4: 10,276 shares; 2026Q1: 10,786 shares; 2026Q2: 11,562 shares 11,562 $669K 0.15% +776 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,679 shares; 2024Q4: 3,859 shares; 2025Q1: 4,274 shares; 2025Q2: 4,466 shares; 2025Q3: 4,608 shares; 2025Q4: 4,521 shares; 2026Q1: 4,847 shares; 2026Q2: 3,688 shares 3,688 $655K 0.15% -1,159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,983 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,838 shares 5,838 $644K 0.14% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,427 shares; 2024Q4: 4,486 shares; 2025Q1: 4,472 shares; 2025Q2: 5,224 shares; 2025Q3: 5,242 shares; 2025Q4: 4,598 shares; 2026Q1: 4,452 shares; 2026Q2: 4,384 shares 4,384 $642K 0.14% -68 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: 2,572 shares; 2024Q4: 3,109 shares; 2025Q1: 3,018 shares; 2025Q2: 3,412 shares; 2025Q3: 3,321 shares; 2025Q4: 4,525 shares; 2026Q1: 4,427 shares; 2026Q2: 4,315 shares 4,315 $632K 0.14% -112 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,999 shares; 2024Q4: 3,485 shares; 2025Q1: 3,693 shares; 2025Q2: 3,649 shares; 2025Q3: 3,628 shares; 2025Q4: 3,541 shares; 2026Q1: 2,566 shares; 2026Q2: 2,802 shares 2,802 $628K 0.14% +236 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,155 shares; 2024Q4: 7,386 shares; 2025Q1: 7,454 shares; 2025Q2: 6,340 shares; 2025Q3: 6,002 shares; 2025Q4: 5,798 shares; 2026Q1: 5,796 shares; 2026Q2: 5,809 shares 5,809 $604K 0.14% +13 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: 2,145 shares; 2024Q4: 2,282 shares; 2025Q1: 2,542 shares; 2025Q2: 2,331 shares; 2025Q3: 2,113 shares; 2025Q4: 1,932 shares; 2026Q1: 1,930 shares; 2026Q2: 1,907 shares 1,907 $597K 0.13% -23 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,752 shares; 2024Q4: 1,808 shares; 2025Q1: 1,924 shares; 2025Q2: 2,353 shares; 2025Q3: 2,423 shares; 2025Q4: 2,396 shares; 2026Q1: 2,451 shares; 2026Q2: 2,743 shares 2,743 $584K 0.13% +292 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 366 shares; 2025Q2: 687 shares; 2025Q3: 773 shares; 2025Q4: 789 shares; 2026Q1: 752 shares; 2026Q2: 765 shares 765 $578K 0.13% +13 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: 2,352 shares; 2024Q4: 2,606 shares; 2025Q1: 2,453 shares; 2025Q2: 2,530 shares; 2025Q3: 2,479 shares; 2025Q4: 2,068 shares; 2026Q1: 2,209 shares; 2026Q2: 2,291 shares 2,291 $577K 0.13% +82 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: 5,453 shares; 2024Q4: 5,346 shares; 2025Q1: 5,476 shares; 2025Q2: 4,484 shares; 2025Q3: 4,477 shares; 2025Q4: 3,795 shares; 2026Q1: 3,770 shares; 2026Q2: 3,870 shares 3,870 $565K 0.13% +100 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,089 shares; 2024Q4: 3,171 shares; 2025Q1: 3,323 shares; 2025Q2: 4,084 shares; 2025Q3: 4,568 shares; 2025Q4: 4,357 shares; 2026Q1: 4,051 shares; 2026Q2: 4,100 shares 4,100 $561K 0.13% +49 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: 709 shares; 2024Q4: 923 shares; 2025Q1: 931 shares; 2025Q2: 1,135 shares; 2025Q3: 1,145 shares; 2025Q4: 1,028 shares; 2026Q1: 1,068 shares; 2026Q2: 1,040 shares 1,040 $534K 0.12% -28 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,780 shares; 2024Q4: 3,630 shares; 2025Q1: 3,290 shares; 2025Q2: 3,706 shares; 2025Q3: 3,697 shares; 2025Q4: 3,375 shares; 2026Q1: 3,288 shares; 2026Q2: 3,321 shares 3,321 $527K 0.12% +33 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: 3,560 shares; 2025Q1: 3,560 shares; 2025Q2: 3,560 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,250 shares 3,250 $526K 0.12% -150 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510 shares; 2024Q4: 1,678 shares; 2025Q1: 1,784 shares; 2025Q2: 2,259 shares; 2025Q3: 2,273 shares; 2025Q4: 2,110 shares; 2026Q1: 2,114 shares; 2026Q2: 2,149 shares 2,149 $511K 0.11% +35 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,044 shares; 2025Q2: 3,629 shares; 2025Q3: 3,992 shares; 2025Q4: 4,056 shares; 2026Q1: 4,057 shares; 2026Q2: 3,719 shares 3,719 $510K 0.11% -338 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,743 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $481K 0.11% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,234 shares; 2024Q4: 2,209 shares; 2025Q1: 2,309 shares; 2025Q2: 2,341 shares; 2025Q3: 2,238 shares; 2025Q4: 1,962 shares; 2026Q1: 1,874 shares; 2026Q2: 2,144 shares 2,144 $478K 0.11% +270 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: 374 shares; 2025Q2: 508 shares; 2025Q3: 525 shares; 2025Q4: 456 shares; 2026Q1: 461 shares; 2026Q2: 462 shares 462 $467K 0.1% +1 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 984 shares; 2026Q1: 1,311 shares; 2026Q2: 1,388 shares 1,388 $466K 0.1% +77 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 251 shares; 2025Q1: 249 shares; 2025Q2: 4,635 shares; 2025Q3: 4,705 shares; 2025Q4: 4,125 shares; 2026Q1: 5,008 shares; 2026Q2: 5,008 shares 5,008 $461K 0.1% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,283 shares; 2026Q1: 2,165 shares; 2026Q2: 2,549 shares 2,549 $461K 0.1% +384 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,788 shares; 2025Q3: 6,920 shares; 2025Q4: 6,767 shares; 2026Q1: 6,800 shares; 2026Q2: 6,902 shares 6,902 $458K 0.1% +102 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,066 shares; 2024Q4: 3,218 shares; 2025Q1: 3,455 shares; 2025Q2: 3,959 shares; 2025Q3: 3,951 shares; 2025Q4: 3,065 shares; 2026Q1: 3,040 shares; 2026Q2: 2,177 shares 2,177 $446K 0.1% -863 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: 2,399 shares; 2024Q4: 2,617 shares; 2025Q1: 2,663 shares; 2025Q2: 3,115 shares; 2025Q3: 3,100 shares; 2025Q4: 2,778 shares; 2026Q1: 2,990 shares; 2026Q2: 2,939 shares 2,939 $445K 0.1% -51 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE 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: 463 shares; 2025Q4: 498 shares; 2026Q1: 502 shares; 2026Q2: 617 shares 617 $411K 0.09% +115 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,226 shares; 2025Q4: 3,226 shares; 2026Q1: 3,714 shares; 2026Q2: 4,809 shares 4,809 $395K 0.09% +1,095 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: 961 shares; 2024Q4: 961 shares; 2025Q1: 995 shares; 2025Q2: 1,304 shares; 2025Q3: 1,270 shares; 2025Q4: 1,270 shares; 2026Q1: 1,303 shares; 2026Q2: 4,810 shares 4,810 $388K 0.09% +3,507 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,586 shares; 2024Q4: 1,653 shares; 2025Q1: 1,709 shares; 2025Q2: 2,082 shares; 2025Q3: 2,014 shares; 2025Q4: 2,017 shares; 2026Q1: 2,087 shares; 2026Q2: 2,097 shares 2,097 $388K 0.09% +10 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: not reported; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 745 shares; 2026Q2: 4,440 shares 4,440 $382K 0.09% +3,695 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: 997 shares; 2025Q2: 1,525 shares; 2025Q3: 997 shares; 2025Q4: 997 shares; 2026Q1: 913 shares; 2026Q2: 913 shares 913 $374K 0.08% 0 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: 2,685 shares; 2024Q4: 10,740 shares; 2025Q1: 10,740 shares; 2025Q2: 10,740 shares; 2025Q3: 10,740 shares; 2025Q4: 10,740 shares; 2026Q1: 10,740 shares; 2026Q2: 10,740 shares 10,740 $363K 0.08% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 73 shares; 2026Q1: 68 shares; 2026Q2: 2,000 shares 2,000 $356K 0.08% +1,932 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: 1,439 shares; 2025Q2: 1,439 shares; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares; 2026Q1: 1,595 shares; 2026Q2: 1,595 shares 1,595 $348K 0.08% 0 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: 4,171 shares; 2024Q4: 4,096 shares; 2025Q1: 4,278 shares; 2025Q2: 4,403 shares; 2025Q3: 4,471 shares; 2025Q4: 4,093 shares; 2026Q1: 4,571 shares; 2026Q2: 2,688 shares 2,688 $334K 0.08% -1,883 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,471 shares; 2025Q2: 3,359 shares; 2025Q3: 3,943 shares; 2025Q4: 4,101 shares; 2026Q1: 3,919 shares; 2026Q2: 2,987 shares 2,987 $328K 0.07% -932 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD 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: 3,078 shares; 2026Q2: 4,230 shares 4,230 $319K 0.07% +1,152 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: not reported; 2024Q4: 527 shares; 2025Q1: not reported; 2025Q2: 836 shares; 2025Q3: 798 shares; 2025Q4: 736 shares; 2026Q1: 737 shares; 2026Q2: 757 shares 757 $318K 0.07% +20 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,698 shares; 2024Q4: 1,743 shares; 2025Q1: 1,893 shares; 2025Q2: 2,269 shares; 2025Q3: 2,326 shares; 2025Q4: 2,210 shares; 2026Q1: 2,224 shares; 2026Q2: 2,273 shares 2,273 $295K 0.07% +49 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,407 shares; 2024Q4: 2,845 shares; 2025Q1: 2,845 shares; 2025Q2: 2,490 shares; 2025Q3: 2,349 shares; 2025Q4: 2,349 shares; 2026Q1: 1,949 shares; 2026Q2: 1,949 shares 1,949 $289K 0.06% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 599 shares 599 $275K 0.06% new 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: 2,900 shares; 2024Q4: 3,433 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $266K 0.06% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,430 shares; 2025Q1: 1,508 shares; 2025Q2: 1,726 shares; 2025Q3: 1,699 shares; 2025Q4: 1,651 shares; 2026Q1: 1,736 shares; 2026Q2: 1,529 shares 1,529 $255K 0.06% -207 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,434 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,434 shares; 2025Q3: 2,469 shares; 2025Q4: 2,469 shares; 2026Q1: 2,469 shares; 2026Q2: 2,469 shares 2,469 $254K 0.06% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,699 shares; 2024Q4: 2,427 shares; 2025Q1: 2,725 shares; 2025Q2: 3,580 shares; 2025Q3: 3,655 shares; 2025Q4: 3,520 shares; 2026Q1: 4,149 shares; 2026Q2: 2,133 shares 2,133 $252K 0.06% -2,016 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,384 shares; 2024Q4: 7,464 shares; 2025Q1: 7,384 shares; 2025Q2: 7,384 shares; 2025Q3: 2,884 shares; 2025Q4: 2,884 shares; 2026Q1: 2,884 shares; 2026Q2: 2,884 shares 2,884 $250K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 838 shares 838 $250K 0.06% new 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: 5,441 shares; 2024Q4: 5,902 shares; 2025Q1: 6,376 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $249K 0.06% new 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: 1,150 shares; 2024Q4: 1,194 shares; 2025Q1: 1,329 shares; 2025Q2: 1,762 shares; 2025Q3: 1,913 shares; 2025Q4: 1,855 shares; 2026Q1: 1,555 shares; 2026Q2: 1,655 shares 1,655 $230K 0.05% +100 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 234 shares; 2026Q2: 219 shares 219 $228K 0.05% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,639 shares; 2026Q1: not reported; 2026Q2: 1,639 shares 1,639 $225K 0.05% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE 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: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $224K 0.05% 0 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: 739 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 314 shares 314 $221K 0.05% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 925 shares 925 $219K 0.05% new 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: 3,074 shares; 2024Q4: 3,401 shares; 2025Q1: 3,153 shares; 2025Q2: 3,081 shares; 2025Q3: 2,782 shares; 2025Q4: 2,645 shares; 2026Q1: 2,645 shares; 2026Q2: 2,770 shares 2,770 $217K 0.05% +125 Timeline PRFZ 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: not reported; 2026Q2: 3,849 shares 3,849 $215K 0.05% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares; 2026Q1: not reported; 2026Q2: 1,492 shares 1,492 $212K 0.05% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: not reported; 2025Q2: 1,570 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $211K 0.05% 0 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: not reported; 2026Q2: 2,559 shares 2,559 $208K 0.05% new 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: 9,943 shares; 2025Q1: 9,380 shares; 2025Q2: 9,180 shares; 2025Q3: 9,850 shares; 2025Q4: 8,738 shares; 2026Q1: 8,068 shares; 2026Q2: 8,568 shares 8,568 $206K 0.05% +500 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $12.8K <0.01% 0 Timeline