ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,774 shares; 2024Q4: 83,170 shares; 2025Q1: 105,256 shares; 2025Q2: 121,738 shares; 2025Q3: 170,780 shares; 2025Q4: 265,185 shares; 2026Q1: 447,947 shares; 2026Q2: 591,061 shares 591,061 $22.9M 17.93% +143,114 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,288 shares; 2025Q4: 123,452 shares; 2026Q1: 258,680 shares; 2026Q2: 369,356 shares 369,356 $11M 8.6% +110,676 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,054 shares; 2024Q4: 26,025 shares; 2025Q1: 34,466 shares; 2025Q2: 41,315 shares; 2025Q3: 57,955 shares; 2025Q4: 94,767 shares; 2026Q1: 179,114 shares; 2026Q2: 244,244 shares 244,244 $10.6M 8.3% +65,130 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: 30,530 shares; 2024Q4: 30,934 shares; 2025Q1: 32,093 shares; 2025Q2: 34,569 shares; 2025Q3: 41,697 shares; 2025Q4: 46,621 shares; 2026Q1: 70,105 shares; 2026Q2: 107,489 shares 107,489 $10.5M 8.25% +37,384 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,005 shares; 2025Q2: 12,287 shares; 2025Q3: 12,099 shares; 2025Q4: 24,921 shares; 2026Q1: 103,260 shares; 2026Q2: 175,207 shares 175,207 $5.81M 4.55% +71,947 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: 11,295 shares; 2024Q4: 10,928 shares; 2025Q1: 10,173 shares; 2025Q2: 9,235 shares; 2025Q3: 8,950 shares; 2025Q4: 8,973 shares; 2026Q1: 9,211 shares; 2026Q2: 9,392 shares 9,392 $3.02M 2.37% +181 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,048 shares; 2024Q4: 7,064 shares; 2025Q1: 7,609 shares; 2025Q2: 7,725 shares; 2025Q3: 7,842 shares; 2025Q4: 8,057 shares; 2026Q1: 9,650 shares; 2026Q2: 9,563 shares 9,563 $2.97M 2.33% -87 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,571 shares; 2024Q4: 6,593 shares; 2025Q1: 7,803 shares; 2025Q2: 10,931 shares; 2025Q3: 18,111 shares; 2025Q4: 29,603 shares; 2026Q1: 56,505 shares; 2026Q2: 88,104 shares 88,104 $2.93M 2.29% +31,599 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: 6,865 shares; 2024Q4: 6,655 shares; 2025Q1: 7,497 shares; 2025Q2: 7,516 shares; 2025Q3: 6,717 shares; 2025Q4: 7,624 shares; 2026Q1: 11,148 shares; 2026Q2: 12,532 shares 12,532 $2.75M 2.15% +1,384 Timeline VMBS 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: 5,659 shares; 2024Q4: 5,668 shares; 2025Q1: 6,685 shares; 2025Q2: 8,273 shares; 2025Q3: 15,626 shares; 2025Q4: 25,390 shares; 2026Q1: 47,145 shares; 2026Q2: 57,907 shares 57,907 $2.68M 2.1% +10,762 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,753 shares; 2024Q4: 10,593 shares; 2025Q1: 13,442 shares; 2025Q2: 14,709 shares; 2025Q3: 26,500 shares; 2025Q4: 38,106 shares; 2026Q1: 51,875 shares; 2026Q2: 72,632 shares 72,632 $2.68M 2.1% +20,757 Timeline VGSH 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: 8,167 shares; 2024Q4: 8,404 shares; 2025Q1: 9,120 shares; 2025Q2: 9,462 shares; 2025Q3: 14,700 shares; 2025Q4: 20,983 shares; 2026Q1: 34,798 shares; 2026Q2: 45,558 shares 45,558 $2.65M 2.07% +10,760 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: 2,983 shares; 2024Q4: 3,002 shares; 2025Q1: 3,271 shares; 2025Q2: 3,386 shares; 2025Q3: 3,424 shares; 2025Q4: 3,586 shares; 2026Q1: 4,604 shares; 2026Q2: 4,603 shares 4,603 $2.25M 1.77% -1 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: 3,839 shares; 2024Q4: 3,963 shares; 2025Q1: 4,418 shares; 2025Q2: 4,572 shares; 2025Q3: 4,918 shares; 2025Q4: 5,324 shares; 2026Q1: 7,329 shares; 2026Q2: 8,188 shares 8,188 $2.23M 1.75% +859 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: 39,517 shares; 2024Q4: 39,973 shares; 2025Q1: 38,118 shares; 2025Q2: 35,600 shares; 2025Q3: 29,853 shares; 2025Q4: 24,179 shares; 2026Q1: 24,079 shares; 2026Q2: 25,518 shares 25,518 $2.16M 1.69% +1,439 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: 4,150 shares; 2024Q4: 3,851 shares; 2025Q1: 3,842 shares; 2025Q2: 3,862 shares; 2025Q3: 3,312 shares; 2025Q4: 2,610 shares; 2026Q1: 2,680 shares; 2026Q2: 2,662 shares 2,662 $2.06M 1.61% -18 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: 4,278 shares; 2024Q4: 4,353 shares; 2025Q1: 4,796 shares; 2025Q2: 4,962 shares; 2025Q3: 5,198 shares; 2025Q4: 5,275 shares; 2026Q1: 5,404 shares; 2026Q2: 5,488 shares 5,488 $1.99M 1.56% +84 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: 2,598 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,543 shares; 2025Q4: 7,753 shares; 2026Q1: 14,698 shares; 2026Q2: 22,495 shares 22,495 $1.77M 1.39% +7,797 Timeline ZINC ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,856 shares 58,856 $1.55M 1.22% new 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: 1,501 shares; 2024Q4: 1,503 shares; 2025Q1: 1,516 shares; 2025Q2: 1,510 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,627 shares; 2026Q2: 1,640 shares 1,640 $1.54M 1.21% +13 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: 1,937 shares; 2024Q4: 2,049 shares; 2025Q1: 2,373 shares; 2025Q2: 2,475 shares; 2025Q3: 2,507 shares; 2025Q4: 2,359 shares; 2026Q1: 2,904 shares; 2026Q2: 2,953 shares 2,953 $1.53M 1.2% +49 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: 1,568 shares; 2024Q4: 1,582 shares; 2025Q1: 1,622 shares; 2025Q2: 1,640 shares; 2025Q3: 1,649 shares; 2025Q4: 1,655 shares; 2026Q1: 3,709 shares; 2026Q2: 3,818 shares 3,818 $1.38M 1.08% +109 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: 2,063 shares; 2024Q4: 2,127 shares; 2025Q1: 2,239 shares; 2025Q2: 2,327 shares; 2025Q3: 2,335 shares; 2025Q4: 2,715 shares; 2026Q1: 4,500 shares; 2026Q2: 4,727 shares 4,727 $1.16M 0.91% +227 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: 20,068 shares; 2024Q4: 19,104 shares; 2025Q1: 19,847 shares; 2025Q2: 19,961 shares; 2025Q3: 17,716 shares; 2025Q4: 13,692 shares; 2026Q1: 13,618 shares; 2026Q2: 13,877 shares 13,877 $1.07M 0.84% +259 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: 1,369 shares; 2024Q4: 1,369 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,432 shares; 2025Q4: 14,699 shares; 2026Q1: 14,778 shares; 2026Q2: 13,617 shares 13,617 $1.01M 0.79% -1,161 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: 9,837 shares; 2024Q4: 10,230 shares; 2025Q1: 9,310 shares; 2025Q2: 9,208 shares; 2025Q3: 9,179 shares; 2025Q4: 8,879 shares; 2026Q1: 4,632 shares; 2026Q2: 2,454 shares 2,454 $932K 0.73% -2,178 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: 1,569 shares; 2024Q4: 1,572 shares; 2025Q1: 1,679 shares; 2025Q2: 1,482 shares; 2025Q3: 1,618 shares; 2025Q4: 1,621 shares; 2026Q1: 1,622 shares; 2026Q2: 1,661 shares 1,661 $881K 0.69% +39 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: 3,895 shares; 2025Q1: 4,057 shares; 2025Q2: 4,118 shares; 2025Q3: 4,124 shares; 2025Q4: 4,489 shares; 2026Q1: 4,885 shares; 2026Q2: 5,433 shares 5,433 $861K 0.67% +548 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 768 shares; 2025Q1: 761 shares; 2025Q2: 746 shares; 2025Q3: 734 shares; 2025Q4: 2,180 shares; 2026Q1: 2,156 shares; 2026Q2: 2,132 shares 2,132 $814K 0.64% -24 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,809 shares; 2024Q4: 30,454 shares; 2025Q1: 30,671 shares; 2025Q2: 33,923 shares; 2025Q3: 34,181 shares; 2025Q4: 34,387 shares; 2026Q1: 35,359 shares; 2026Q2: 47,692 shares 47,692 $813K 0.64% +12,333 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,064 shares; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares; 2026Q1: 2,064 shares; 2026Q2: 1,874 shares 1,874 $776K 0.61% -190 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: 849 shares; 2025Q3: 927 shares; 2025Q4: 1,240 shares; 2026Q1: 1,594 shares; 2026Q2: 1,833 shares 1,833 $767K 0.6% +239 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: 1,023 shares; 2024Q4: 1,052 shares; 2025Q1: 1,155 shares; 2025Q2: 1,160 shares; 2025Q3: 1,153 shares; 2025Q4: 1,149 shares; 2026Q1: 1,236 shares; 2026Q2: 1,236 shares 1,236 $705K 0.55% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,042 shares; 2024Q4: 34,942 shares; 2025Q1: 35,081 shares; 2025Q2: 36,384 shares; 2025Q3: 36,509 shares; 2025Q4: 31,012 shares; 2026Q1: 31,110 shares; 2026Q2: 34,317 shares 34,317 $703K 0.55% +3,207 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,512 shares; 2024Q4: 28,691 shares; 2025Q1: 30,791 shares; 2025Q2: 29,570 shares; 2025Q3: 29,375 shares; 2025Q4: 31,119 shares; 2026Q1: 17,804 shares; 2026Q2: 9,633 shares 9,633 $698K 0.55% -8,171 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,032 shares; 2025Q4: 986 shares; 2026Q1: 1,293 shares; 2026Q2: 1,256 shares 1,256 $671K 0.53% -37 Timeline PRIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,915 shares 21,915 $649K 0.51% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,083 shares; 2025Q4: 1,077 shares; 2026Q1: 1,077 shares; 2026Q2: 1,077 shares 1,077 $630K 0.49% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,697 shares; 2024Q4: 13,376 shares; 2025Q1: 14,317 shares; 2025Q2: 14,640 shares; 2025Q3: 12,771 shares; 2025Q4: 10,792 shares; 2026Q1: 10,883 shares; 2026Q2: 10,750 shares 10,750 $623K 0.49% -133 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: 6,343 shares; 2024Q4: 6,343 shares; 2025Q1: 6,343 shares; 2025Q2: 6,343 shares; 2025Q3: 6,343 shares; 2025Q4: 6,292 shares; 2026Q1: 6,292 shares; 2026Q2: 6,292 shares 6,292 $575K 0.45% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,358 shares; 2025Q1: 2,969 shares; 2025Q2: 3,269 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,007 shares; 2026Q2: 6,223 shares 6,223 $569K 0.45% +2,216 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: 1,213 shares; 2024Q4: 1,209 shares; 2025Q1: 1,217 shares; 2025Q2: 1,193 shares; 2025Q3: 1,135 shares; 2025Q4: 1,114 shares; 2026Q1: 7,069 shares; 2026Q2: 6,339 shares 6,339 $562K 0.44% -730 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: 2,648 shares; 2024Q4: 2,453 shares; 2025Q1: 2,505 shares; 2025Q2: 2,620 shares; 2025Q3: 2,621 shares; 2025Q4: 2,653 shares; 2026Q1: 2,654 shares; 2026Q2: 2,487 shares 2,487 $557K 0.44% -167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: 337 shares; 2025Q4: 464 shares; 2026Q1: 736 shares; 2026Q2: 954 shares 954 $549K 0.43% +218 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,219 shares; 2024Q4: 2,205 shares; 2025Q1: 2,189 shares; 2025Q2: 2,174 shares; 2025Q3: 2,139 shares; 2025Q4: 2,120 shares; 2026Q1: 2,100 shares; 2026Q2: 2,081 shares 2,081 $530K 0.42% -19 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,626 shares; 2024Q4: 5,891 shares; 2025Q1: 5,688 shares; 2025Q2: 5,456 shares; 2025Q3: 5,456 shares; 2025Q4: 5,442 shares; 2026Q1: 5,392 shares; 2026Q2: 5,279 shares 5,279 $510K 0.4% -113 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: 4,857 shares; 2024Q4: 13,628 shares; 2025Q1: 14,862 shares; 2025Q2: 14,759 shares; 2025Q3: 14,650 shares; 2025Q4: 13,864 shares; 2026Q1: 13,815 shares; 2026Q2: 13,798 shares 13,798 $495K 0.39% -17 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: 5,538 shares; 2026Q2: 6,754 shares 6,754 $489K 0.38% +1,216 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: 1,482 shares; 2024Q4: 1,515 shares; 2025Q1: 1,621 shares; 2025Q2: 1,701 shares; 2025Q3: 1,794 shares; 2025Q4: 1,872 shares; 2026Q1: 2,255 shares; 2026Q2: 2,599 shares 2,599 $483K 0.38% +344 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 712 shares; 2026Q2: 988 shares 988 $460K 0.36% +276 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 496 shares; 2026Q2: 507 shares 507 $459K 0.36% +11 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,462 shares; 2024Q4: 1,463 shares; 2025Q1: 1,465 shares; 2025Q2: 1,467 shares; 2025Q3: 1,469 shares; 2025Q4: 1,451 shares; 2026Q1: 1,452 shares; 2026Q2: 1,452 shares 1,452 $430K 0.34% 0 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: not reported; 2024Q4: not reported; 2025Q1: 269 shares; 2025Q2: 279 shares; 2025Q3: 294 shares; 2025Q4: 312 shares; 2026Q1: 334 shares; 2026Q2: 366 shares 366 $428K 0.34% +32 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,213 shares; 2024Q4: 22,724 shares; 2025Q1: 24,035 shares; 2025Q2: 23,347 shares; 2025Q3: 23,303 shares; 2025Q4: 24,176 shares; 2026Q1: 14,506 shares; 2026Q2: 8,564 shares 8,564 $411K 0.32% -5,942 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,277 shares; 2024Q4: 6,299 shares; 2025Q1: not reported; 2025Q2: 6,308 shares; 2025Q3: 6,320 shares; 2025Q4: 6,192 shares; 2026Q1: 7,311 shares; 2026Q2: 7,437 shares 7,437 $380K 0.3% +126 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,231 shares; 2025Q2: 1,221 shares; 2025Q3: 1,230 shares; 2025Q4: 1,214 shares; 2026Q1: 1,215 shares; 2026Q2: 1,216 shares 1,216 $378K 0.3% +1 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,402 shares; 2024Q4: 26,789 shares; 2025Q1: 28,225 shares; 2025Q2: 27,929 shares; 2025Q3: 27,611 shares; 2025Q4: 23,755 shares; 2026Q1: 11,410 shares; 2026Q2: 4,177 shares 4,177 $361K 0.28% -7,233 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,338 shares; 2024Q4: 2,339 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,339 shares; 2025Q4: 2,316 shares; 2026Q1: 2,316 shares; 2026Q2: 2,318 shares 2,318 $355K 0.28% +2 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,252 shares; 2024Q4: 3,271 shares; 2025Q1: 3,354 shares; 2025Q2: 3,398 shares; 2025Q3: 3,399 shares; 2025Q4: 3,332 shares; 2026Q1: 3,334 shares; 2026Q2: 3,339 shares 3,339 $354K 0.28% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 688 shares; 2025Q4: 722 shares; 2026Q1: 814 shares; 2026Q2: 973 shares 973 $347K 0.27% +159 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 812 shares; 2026Q2: 857 shares 857 $327K 0.26% +45 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: 916 shares; 2024Q4: 917 shares; 2025Q1: 936 shares; 2025Q2: 942 shares; 2025Q3: 947 shares; 2025Q4: 938 shares; 2026Q1: 951 shares; 2026Q2: 951 shares 951 $321K 0.25% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,990 shares; 2024Q4: 2,967 shares; 2025Q1: 3,497 shares; 2025Q2: 4,090 shares; 2025Q3: 3,753 shares; 2025Q4: 2,873 shares; 2026Q1: 2,883 shares; 2026Q2: 3,089 shares 3,089 $296K 0.23% +206 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 903 shares; 2026Q2: 933 shares 933 $287K 0.22% +30 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,884 shares; 2024Q4: 8,011 shares; 2025Q1: 7,998 shares; 2025Q2: 7,710 shares; 2025Q3: 7,736 shares; 2025Q4: 5,464 shares; 2026Q1: 5,443 shares; 2026Q2: 5,588 shares 5,588 $284K 0.22% +145 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: 486 shares; 2024Q4: 486 shares; 2025Q1: 519 shares; 2025Q2: 524 shares; 2025Q3: 550 shares; 2025Q4: 594 shares; 2026Q1: 621 shares; 2026Q2: 717 shares 717 $269K 0.21% +96 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: 761 shares; 2026Q2: 760 shares 760 $268K 0.21% -1 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: 1,980 shares; 2025Q4: 2,045 shares; 2026Q1: 2,179 shares; 2026Q2: 2,282 shares 2,282 $256K 0.2% +103 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: 1,996 shares; 2026Q2: 1,997 shares 1,997 $256K 0.2% +1 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,794 shares; 2024Q4: 5,805 shares; 2025Q1: 5,816 shares; 2025Q2: 5,827 shares; 2025Q3: 5,721 shares; 2025Q4: 5,717 shares; 2026Q1: not reported; 2026Q2: 5,724 shares 5,724 $230K 0.18% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 958 shares 958 $229K 0.18% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,589 shares 3,589 $227K 0.18% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 778 shares 778 $227K 0.18% new 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: 283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $227K 0.18% 0 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: 370 shares; 2026Q2: 370 shares 370 $226K 0.18% 0 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: 2,391 shares; 2024Q4: not reported; 2025Q1: 7,231 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,775 shares; 2026Q1: 6,618 shares; 2026Q2: 6,640 shares 6,640 $223K 0.18% +22 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 839 shares; 2026Q2: 952 shares 952 $223K 0.17% +113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 864 shares 864 $223K 0.17% new Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM 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: 43,328 shares; 2025Q4: 41,428 shares; 2026Q1: 26,109 shares; 2026Q2: 9,968 shares 9,968 $216K 0.17% -16,141 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,654 shares; 2026Q1: 5,654 shares; 2026Q2: 5,910 shares 5,910 $214K 0.17% +256 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,847 shares; 2024Q4: 1,862 shares; 2025Q1: 1,868 shares; 2025Q2: 1,848 shares; 2025Q3: 1,854 shares; 2025Q4: 1,856 shares; 2026Q1: 1,857 shares; 2026Q2: 1,718 shares 1,718 $210K 0.16% -139 Timeline