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; 2023Q3: 27,130 shares; 2023Q4: 27,886 shares; 2024Q1: 28,315 shares; 2024Q2: 26,127 shares; 2024Q3: 659 shares; 2024Q4: 572 shares; 2025Q1: 767 shares; 2025Q2: 73,454 shares 73,454 $32.2M 8.03% +72,687 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,731 shares; 2023Q4: 60,804 shares; 2024Q1: 62,756 shares; 2024Q2: 70,589 shares; 2024Q3: 74,196 shares; 2024Q4: 77,699 shares; 2025Q1: 80,990 shares; 2025Q2: 85,117 shares 85,117 $28.9M 7.21% +4,127 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,573 shares; 2023Q4: 59,200 shares; 2024Q1: 60,093 shares; 2024Q2: 65,044 shares; 2024Q3: 67,969 shares; 2024Q4: 70,595 shares; 2025Q1: 72,567 shares; 2025Q2: 74,678 shares 74,678 $27.3M 6.82% +2,111 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; 2023Q3: 85,896 shares; 2023Q4: 91,932 shares; 2024Q1: 96,585 shares; 2024Q2: 109,992 shares; 2024Q3: 115,804 shares; 2024Q4: 122,528 shares; 2025Q1: 128,450 shares; 2025Q2: 135,480 shares 135,480 $23.9M 5.97% +7,030 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,555 shares; 2024Q3: 4,568 shares; 2024Q4: 4,636 shares; 2025Q1: 465,658 shares; 2025Q2: 382,216 shares 382,216 $21.8M 5.44% -83,442 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 445,359 shares; 2023Q4: 418,859 shares; 2024Q1: 418,859 shares; 2024Q2: 407,359 shares; 2024Q3: 407,359 shares; 2024Q4: 407,359 shares; 2025Q1: 407,359 shares; 2025Q2: 407,359 shares 407,359 $17.5M 4.38% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,183 shares; 2023Q4: 30,938 shares; 2024Q1: 31,965 shares; 2024Q2: 41,537 shares; 2024Q3: 44,305 shares; 2024Q4: 50,028 shares; 2025Q1: 50,952 shares; 2025Q2: 61,907 shares 61,907 $12.7M 3.17% +10,955 Timeline QQQM 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,120 shares 50,120 $11.4M 2.84% new Timeline VWO 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 236,476 shares; 2025Q2: 209,056 shares 209,056 $10.3M 2.58% -27,420 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,832 shares 124,832 $9.07M 2.26% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,114 shares; 2023Q4: 14,251 shares; 2024Q1: 2,572 shares; 2024Q2: 3,464 shares; 2024Q3: 4,072 shares; 2024Q4: 4,676 shares; 2025Q1: 39,492 shares; 2025Q2: 79,180 shares 79,180 $7.85M 1.96% +39,688 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; 2023Q3: 17,486 shares; 2023Q4: 18,613 shares; 2024Q1: 19,308 shares; 2024Q2: 19,606 shares; 2024Q3: 21,318 shares; 2024Q4: 22,865 shares; 2025Q1: 1,459 shares; 2025Q2: 11,880 shares 11,880 $6.75M 1.68% +10,421 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; 2023Q3: 47,085 shares; 2023Q4: 46,967 shares; 2024Q1: 49,574 shares; 2024Q2: 34,379 shares; 2024Q3: 38,655 shares; 2024Q4: 37,417 shares; 2025Q1: 35,683 shares; 2025Q2: 10,897 shares 10,897 $6.73M 1.68% -24,786 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; 2023Q3: 73,986 shares; 2023Q4: 80,871 shares; 2024Q1: 87,404 shares; 2024Q2: 103,089 shares; 2024Q3: 109,487 shares; 2024Q4: 230,715 shares; 2025Q1: 241,382 shares; 2025Q2: 261,078 shares 261,078 $6.61M 1.65% +19,696 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,900 shares; 2023Q4: 2,328 shares; 2024Q1: 2,290 shares; 2024Q2: 2,380 shares; 2024Q3: 2,711 shares; 2024Q4: 22,209 shares; 2025Q1: 19,867 shares; 2025Q2: 20,390 shares 20,390 $6.48M 1.62% +523 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; 2023Q3: 7,750 shares; 2023Q4: 7,778 shares; 2024Q1: 8,214 shares; 2024Q2: 7,216 shares; 2024Q3: 7,808 shares; 2024Q4: 8,103 shares; 2025Q1: 8,269 shares; 2025Q2: 8,433 shares 8,433 $6.22M 1.55% +164 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,196 shares; 2024Q1: 1,349 shares; 2024Q2: 14,186 shares; 2024Q3: 17,356 shares; 2024Q4: 18,351 shares; 2025Q1: 20,878 shares; 2025Q2: 21,558 shares 21,558 $5.94M 1.48% +680 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,038 shares; 2023Q4: 5,977 shares; 2024Q1: 6,954 shares; 2024Q2: 7,990 shares; 2024Q3: 8,946 shares; 2024Q4: 12,044 shares; 2025Q1: 11,059 shares; 2025Q2: 10,917 shares 10,917 $5.43M 1.35% -142 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,446 shares; 2023Q4: 1,352 shares; 2024Q1: 1,460 shares; 2024Q2: 1,602 shares; 2024Q3: 1,778 shares; 2024Q4: 3,150 shares; 2025Q1: 2,416 shares; 2025Q2: 3,848 shares 3,848 $5.15M 1.29% +1,432 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,909 shares; 2024Q4: not reported; 2025Q1: 19,305 shares; 2025Q2: 52,530 shares 52,530 $4.7M 1.17% +33,225 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,936 shares; 2023Q4: 15,806 shares; 2024Q1: 16,206 shares; 2024Q2: 14,418 shares; 2024Q3: 15,321 shares; 2024Q4: 16,565 shares; 2025Q1: 17,293 shares; 2025Q2: 17,348 shares 17,348 $4.47M 1.11% +55 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,832 shares; 2024Q4: 19,128 shares; 2025Q1: 21,536 shares; 2025Q2: 21,244 shares 21,244 $3.87M 0.97% -292 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,605 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,182 shares; 2025Q2: 36,115 shares 36,115 $3.53M 0.88% +2,933 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 123,376 shares; 2024Q2: 131,818 shares; 2024Q3: 147,384 shares; 2024Q4: 160,177 shares; 2025Q1: 159,731 shares; 2025Q2: 158,166 shares 158,166 $3.47M 0.87% -1,565 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,846 shares; 2023Q4: 5,605 shares; 2024Q1: 5,938 shares; 2024Q2: 39,035 shares; 2024Q3: 44,335 shares; 2024Q4: 44,258 shares; 2025Q1: 45,795 shares; 2025Q2: 21,406 shares 21,406 $3.38M 0.84% -24,389 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; 2023Q3: 10,278 shares; 2023Q4: 9,948 shares; 2024Q1: 11,019 shares; 2024Q2: 11,802 shares; 2024Q3: 14,992 shares; 2024Q4: 15,457 shares; 2025Q1: 15,188 shares; 2025Q2: 15,414 shares 15,414 $3.38M 0.84% +226 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; 2023Q3: 1,598 shares; 2023Q4: 1,615 shares; 2024Q1: 1,707 shares; 2024Q2: 2,024 shares; 2024Q3: 2,180 shares; 2024Q4: 2,322 shares; 2025Q1: 2,392 shares; 2025Q2: 36,179 shares 36,179 $3.26M 0.81% +33,787 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,935 shares; 2024Q4: 19,139 shares; 2025Q1: 20,656 shares; 2025Q2: 21,154 shares 21,154 $3.22M 0.8% +498 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,493 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 41,232 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,737 shares; 2025Q2: 27,267 shares 27,267 $3.01M 0.75% +1,530 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24,021 shares; 2024Q2: not reported; 2024Q3: 26,669 shares; 2024Q4: 28,844 shares; 2025Q1: not reported; 2025Q2: 33,624 shares 33,624 $2.99M 0.75% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 47,643 shares; 2023Q4: 44,170 shares; 2024Q1: 50,264 shares; 2024Q2: 50,770 shares; 2024Q3: 51,908 shares; 2024Q4: 52,576 shares; 2025Q1: 50,643 shares; 2025Q2: 45,065 shares 45,065 $2.95M 0.74% -5,578 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,043 shares; 2025Q2: 8,434 shares 8,434 $2.95M 0.74% +391 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,156 shares 98,156 $2.84M 0.71% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,701 shares; 2025Q1: 10,928 shares; 2025Q2: 12,517 shares 12,517 $2.74M 0.68% +1,589 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,590 shares; 2025Q2: 49,084 shares 49,084 $2.49M 0.62% +494 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; 2023Q3: 2,850 shares; 2023Q4: 2,850 shares; 2024Q1: 3,358 shares; 2024Q2: 3,890 shares; 2024Q3: 4,623 shares; 2024Q4: 4,545 shares; 2025Q1: 4,698 shares; 2025Q2: 4,849 shares 4,849 $2.36M 0.59% +151 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,930 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,255 shares; 2025Q2: 25,013 shares 25,013 $2.29M 0.57% -4,242 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,239 shares; 2023Q4: 3,200 shares; 2024Q1: 3,323 shares; 2024Q2: 3,817 shares; 2024Q3: 4,126 shares; 2024Q4: 4,232 shares; 2025Q1: 4,320 shares; 2025Q2: 3,938 shares 3,938 $2.21M 0.55% -382 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,969 shares; 2023Q4: 6,647 shares; 2024Q1: 6,212 shares; 2024Q2: 6,178 shares; 2024Q3: 6,069 shares; 2024Q4: 6,020 shares; 2025Q1: 6,072 shares; 2025Q2: 5,797 shares 5,797 $2.19M 0.55% -275 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,302 shares; 2023Q4: 2,152 shares; 2024Q1: 2,217 shares; 2024Q2: 1,601 shares; 2024Q3: 2,986 shares; 2024Q4: 2,612 shares; 2025Q1: 3,729 shares; 2025Q2: 4,480 shares 4,480 $1.73M 0.43% +751 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,817 shares; 2023Q4: 6,072 shares; 2024Q1: 6,701 shares; 2024Q2: 7,200 shares; 2024Q3: 8,921 shares; 2024Q4: 9,169 shares; 2025Q1: 9,455 shares; 2025Q2: 9,540 shares 9,540 $1.69M 0.42% +85 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; 2023Q3: 20,383 shares; 2023Q4: 6,495 shares; 2024Q1: 6,270 shares; 2024Q2: 6,729 shares; 2024Q3: 6,980 shares; 2024Q4: 5,961 shares; 2025Q1: 20,657 shares; 2025Q2: 21,144 shares 21,144 $1.67M 0.42% +487 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,519 shares; 2023Q4: 2,389 shares; 2024Q1: 2,263 shares; 2024Q2: 2,266 shares; 2024Q3: 2,271 shares; 2024Q4: 2,294 shares; 2025Q1: 2,315 shares; 2025Q2: 2,258 shares 2,258 $1.65M 0.41% -57 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; 2023Q3: 2,278 shares; 2023Q4: 2,413 shares; 2024Q1: 2,604 shares; 2024Q2: 2,960 shares; 2024Q3: 3,147 shares; 2024Q4: 2,410 shares; 2025Q1: 3,430 shares; 2025Q2: 4,031 shares 4,031 $1.63M 0.41% +601 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,038 shares; 2023Q4: 3,938 shares; 2024Q1: 4,125 shares; 2024Q2: 4,730 shares; 2024Q3: 5,108 shares; 2024Q4: 5,152 shares; 2025Q1: 5,310 shares; 2025Q2: 4,576 shares 4,576 $1.62M 0.41% -734 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; 2023Q3: 1,335 shares; 2023Q4: 1,333 shares; 2024Q1: 1,566 shares; 2024Q2: 1,621 shares; 2024Q3: 1,732 shares; 2024Q4: 1,617 shares; 2025Q1: 1,651 shares; 2025Q2: 1,567 shares 1,567 $1.55M 0.39% -84 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,170 shares; 2023Q4: 6,314 shares; 2024Q1: 7,636 shares; 2024Q2: 7,882 shares; 2024Q3: 8,627 shares; 2024Q4: 8,389 shares; 2025Q1: 8,776 shares; 2025Q2: 8,789 shares 8,789 $1.55M 0.39% +13 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; 2023Q3: 4,642 shares; 2023Q4: 4,648 shares; 2024Q1: 4,516 shares; 2024Q2: 5,010 shares; 2024Q3: 4,622 shares; 2024Q4: 4,569 shares; 2025Q1: 5,209 shares; 2025Q2: 5,233 shares 5,233 $1.54M 0.38% +24 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,704 shares; 2023Q4: 1,663 shares; 2024Q1: 1,565 shares; 2024Q2: 1,588 shares; 2024Q3: 1,596 shares; 2024Q4: 1,512 shares; 2025Q1: 1,677 shares; 2025Q2: 1,654 shares 1,654 $1.48M 0.37% -23 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; 2023Q3: 5,270 shares; 2023Q4: 5,370 shares; 2024Q1: 5,286 shares; 2024Q2: 5,465 shares; 2024Q3: 6,007 shares; 2024Q4: 5,794 shares; 2025Q1: 4,996 shares; 2025Q2: 5,060 shares 5,060 $1.47M 0.37% +64 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,417 shares; 2023Q4: 3,517 shares; 2024Q1: 4,332 shares; 2024Q2: 4,682 shares; 2024Q3: 4,113 shares; 2024Q4: 3,846 shares; 2025Q1: 3,395 shares; 2025Q2: 3,707 shares 3,707 $1.36M 0.34% +312 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,279 shares; 2023Q4: 3,299 shares; 2024Q1: 3,332 shares; 2024Q2: 3,332 shares; 2024Q3: 3,361 shares; 2024Q4: 3,333 shares; 2025Q1: 3,353 shares; 2025Q2: 14,608 shares 14,608 $1.34M 0.33% +11,255 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,421 shares; 2023Q4: 2,384 shares; 2024Q1: 2,309 shares; 2024Q2: 2,427 shares; 2024Q3: 2,452 shares; 2024Q4: 2,532 shares; 2025Q1: 2,530 shares; 2025Q2: 2,502 shares 2,502 $1.34M 0.33% -28 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 949 shares; 2023Q4: 901 shares; 2024Q1: 957 shares; 2024Q2: 1,257 shares; 2024Q3: 1,397 shares; 2024Q4: 1,361 shares; 2025Q1: 1,409 shares; 2025Q2: 1,287 shares 1,287 $1.32M 0.33% -122 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,224 shares; 2023Q4: 5,676 shares; 2024Q1: 6,338 shares; 2024Q2: 8,620 shares; 2024Q3: 9,373 shares; 2024Q4: 16,553 shares; 2025Q1: 10,822 shares; 2025Q2: 9,428 shares 9,428 $1.28M 0.32% -1,394 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; 2023Q3: 14,481 shares; 2023Q4: 14,959 shares; 2024Q1: 15,243 shares; 2024Q2: 17,164 shares; 2024Q3: 17,456 shares; 2024Q4: 17,578 shares; 2025Q1: 17,911 shares; 2025Q2: 17,821 shares 17,821 $1.24M 0.31% -90 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,093 shares; 2024Q3: 13,934 shares; 2024Q4: 13,943 shares; 2025Q1: 13,747 shares; 2025Q2: 10,417 shares 10,417 $1.2M 0.3% -3,330 Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,597 shares; 2025Q2: 99,880 shares 99,880 $1.2M 0.3% -4,717 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,949 shares; 2023Q4: 5,894 shares; 2024Q1: 5,697 shares; 2024Q2: 5,816 shares; 2024Q3: 5,785 shares; 2024Q4: 5,630 shares; 2025Q1: 5,711 shares; 2025Q2: 5,629 shares 5,629 $1.18M 0.29% -82 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; 2023Q3: 2,454 shares; 2023Q4: 3,331 shares; 2024Q1: 3,736 shares; 2024Q2: 3,979 shares; 2024Q3: 4,019 shares; 2024Q4: 4,230 shares; 2025Q1: 1,770 shares; 2025Q2: 1,482 shares 1,482 $1.16M 0.29% -288 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,610 shares; 2023Q4: 4,601 shares; 2024Q1: 4,547 shares; 2024Q2: 5,052 shares; 2024Q3: 5,167 shares; 2024Q4: 5,330 shares; 2025Q1: 5,419 shares; 2025Q2: 5,298 shares 5,298 $1.15M 0.29% -121 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,666 shares; 2023Q4: 3,731 shares; 2024Q1: 3,657 shares; 2024Q2: 3,841 shares; 2024Q3: 4,029 shares; 2024Q4: 3,956 shares; 2025Q1: 4,024 shares; 2025Q2: 4,087 shares 4,087 $1.09M 0.27% +63 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,711 shares; 2023Q4: 2,781 shares; 2024Q1: 2,783 shares; 2024Q2: 2,904 shares; 2024Q3: 3,213 shares; 2024Q4: 3,189 shares; 2025Q1: 3,261 shares; 2025Q2: 3,321 shares 3,321 $1.09M 0.27% +60 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,693 shares; 2023Q4: 4,008 shares; 2024Q1: 4,546 shares; 2024Q2: 5,448 shares; 2024Q3: 7,186 shares; 2024Q4: 6,897 shares; 2025Q1: 7,749 shares; 2025Q2: 7,893 shares 7,893 $1.04M 0.26% +144 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; 2023Q3: 1,696 shares; 2023Q4: 1,713 shares; 2024Q1: 1,918 shares; 2024Q2: 2,511 shares; 2024Q3: 2,861 shares; 2024Q4: 3,031 shares; 2025Q1: 3,163 shares; 2025Q2: 3,490 shares 3,490 $1.04M 0.26% +327 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 671 shares; 2024Q2: 722 shares; 2024Q3: 2,609 shares; 2024Q4: 2,740 shares; 2025Q1: 2,954 shares; 2025Q2: 3,019 shares 3,019 $1.04M 0.26% +65 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,408 shares; 2024Q3: 1,534 shares; 2024Q4: 1,682 shares; 2025Q1: 1,773 shares; 2025Q2: 1,793 shares 1,793 $1.03M 0.26% +20 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,543 shares; 2024Q3: 5,549 shares; 2024Q4: 5,719 shares; 2025Q1: 5,831 shares; 2025Q2: 4,351 shares 4,351 $1.01M 0.25% -1,480 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,070 shares; 2023Q4: 3,225 shares; 2024Q1: 3,742 shares; 2024Q2: 5,005 shares; 2024Q3: 5,351 shares; 2024Q4: 5,042 shares; 2025Q1: 6,109 shares; 2025Q2: 6,448 shares 6,448 $1.01M 0.25% +339 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; 2023Q3: 1,423 shares; 2023Q4: 1,300 shares; 2024Q1: 1,203 shares; 2024Q2: 1,249 shares; 2024Q3: 1,257 shares; 2024Q4: 1,249 shares; 2025Q1: 1,295 shares; 2025Q2: 1,317 shares 1,317 $992K 0.25% +22 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,533 shares; 2023Q4: 5,531 shares; 2024Q1: 5,402 shares; 2024Q2: 5,651 shares; 2024Q3: 5,836 shares; 2024Q4: 5,767 shares; 2025Q1: 5,697 shares; 2025Q2: 5,736 shares 5,736 $989K 0.25% +39 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,413 shares; 2023Q4: 3,392 shares; 2024Q1: 3,353 shares; 2024Q2: 4,113 shares; 2024Q3: 4,348 shares; 2024Q4: 4,196 shares; 2025Q1: 4,343 shares; 2025Q2: 4,432 shares 4,432 $983K 0.25% +89 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,271 shares; 2023Q4: 2,267 shares; 2024Q1: 2,477 shares; 2024Q2: 3,283 shares; 2024Q3: 3,642 shares; 2024Q4: 3,968 shares; 2025Q1: 4,181 shares; 2025Q2: 4,094 shares 4,094 $983K 0.25% -87 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; 2023Q3: 5,032 shares; 2023Q4: 5,335 shares; 2024Q1: 5,689 shares; 2024Q2: 6,383 shares; 2024Q3: 7,013 shares; 2024Q4: 6,974 shares; 2025Q1: 7,578 shares; 2025Q2: 7,911 shares 7,911 $981K 0.24% +333 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,679 shares; 2023Q4: 9,816 shares; 2024Q1: 9,756 shares; 2024Q2: 10,410 shares; 2024Q3: 10,616 shares; 2024Q4: 12,003 shares; 2025Q1: 12,015 shares; 2025Q2: 12,124 shares 12,124 $975K 0.24% +109 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,174 shares; 2023Q4: 2,120 shares; 2024Q1: 2,075 shares; 2024Q2: 2,271 shares; 2024Q3: 2,283 shares; 2024Q4: 2,362 shares; 2025Q1: 2,444 shares; 2025Q2: 2,459 shares 2,459 $973K 0.24% +15 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,082 shares; 2025Q2: 12,018 shares 12,018 $966K 0.24% +2,936 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; 2023Q3: 17,487 shares; 2023Q4: 18,317 shares; 2024Q1: 18,329 shares; 2024Q2: 19,274 shares; 2024Q3: 20,162 shares; 2024Q4: 19,895 shares; 2025Q1: 20,429 shares; 2025Q2: 20,412 shares 20,412 $966K 0.24% -17 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,693 shares 2,693 $961K 0.24% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,333 shares; 2023Q4: 1,330 shares; 2024Q1: 1,669 shares; 2024Q2: 1,832 shares; 2024Q3: 1,878 shares; 2024Q4: 1,926 shares; 2025Q1: 1,685 shares; 2025Q2: 1,688 shares 1,688 $957K 0.24% +3 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,479 shares; 2025Q1: 5,074 shares; 2025Q2: 5,205 shares 5,205 $953K 0.24% +131 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,253 shares; 2023Q4: 5,951 shares; 2024Q1: 5,749 shares; 2024Q2: 5,933 shares; 2024Q3: 6,158 shares; 2024Q4: 5,695 shares; 2025Q1: 6,949 shares; 2025Q2: 7,072 shares 7,072 $951K 0.24% +123 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,152 shares; 2023Q4: 3,152 shares; 2024Q1: 3,002 shares; 2024Q2: 3,002 shares; 2024Q3: 3,072 shares; 2024Q4: 3,051 shares; 2025Q1: 3,225 shares; 2025Q2: 3,118 shares 3,118 $950K 0.24% -107 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,549 shares; 2023Q4: 1,339 shares; 2024Q1: 1,472 shares; 2024Q2: 1,773 shares; 2024Q3: 1,908 shares; 2024Q4: 2,063 shares; 2025Q1: 2,182 shares; 2025Q2: 2,332 shares 2,332 $943K 0.24% +150 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; 2023Q3: 9,108 shares; 2023Q4: 9,319 shares; 2024Q1: 9,628 shares; 2024Q2: 10,450 shares; 2024Q3: 10,569 shares; 2024Q4: 10,714 shares; 2025Q1: 10,883 shares; 2025Q2: 10,955 shares 10,955 $922K 0.23% +72 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,396 shares; 2024Q4: 12,271 shares; 2025Q1: 12,747 shares; 2025Q2: 12,960 shares 12,960 $883K 0.22% +213 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,697 shares; 2023Q4: 5,009 shares; 2024Q1: 5,199 shares; 2024Q2: 5,907 shares; 2024Q3: 6,046 shares; 2024Q4: 6,212 shares; 2025Q1: 6,608 shares; 2025Q2: 6,601 shares 6,601 $874K 0.22% -7 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,283 shares; 2023Q4: 18,317 shares; 2024Q1: 17,696 shares; 2024Q2: 9,668 shares; 2024Q3: 9,493 shares; 2024Q4: 4,637 shares; 2025Q1: 12,371 shares; 2025Q2: 12,316 shares 12,316 $850K 0.21% -55 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,354 shares; 2025Q1: 5,977 shares; 2025Q2: 6,040 shares 6,040 $846K 0.21% +63 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; 2023Q3: 3,071 shares; 2023Q4: 3,126 shares; 2024Q1: 3,113 shares; 2024Q2: 3,388 shares; 2024Q3: 3,479 shares; 2024Q4: 3,127 shares; 2025Q1: 3,600 shares; 2025Q2: 3,668 shares 3,668 $844K 0.21% +68 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; 2023Q3: 1,185 shares; 2023Q4: 1,183 shares; 2024Q1: 1,429 shares; 2024Q2: 1,775 shares; 2024Q3: 2,020 shares; 2024Q4: 2,131 shares; 2025Q1: 2,270 shares; 2025Q2: 2,680 shares 2,680 $836K 0.21% +410 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,494 shares; 2023Q4: 5,726 shares; 2024Q1: 4,414 shares; 2024Q2: 5,110 shares; 2024Q3: 5,075 shares; 2024Q4: 5,049 shares; 2025Q1: 5,656 shares; 2025Q2: 5,825 shares 5,825 $834K 0.21% +169 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; 2023Q3: 2,865 shares; 2023Q4: 3,036 shares; 2024Q1: 3,068 shares; 2024Q2: 3,289 shares; 2024Q3: 3,572 shares; 2024Q4: 3,097 shares; 2025Q1: 3,896 shares; 2025Q2: 4,034 shares 4,034 $797K 0.2% +138 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; 2023Q3: 12,685 shares; 2023Q4: 12,316 shares; 2024Q1: 15,016 shares; 2024Q2: 17,641 shares; 2024Q3: 16,682 shares; 2024Q4: 13,120 shares; 2025Q1: 23,458 shares; 2025Q2: 18,136 shares 18,136 $785K 0.2% -5,322 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,001 shares; 2023Q4: 6,879 shares; 2024Q1: 6,582 shares; 2024Q2: 7,028 shares; 2024Q3: 7,170 shares; 2024Q4: 6,462 shares; 2025Q1: 8,560 shares; 2025Q2: 8,707 shares 8,707 $781K 0.19% +147 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,752 shares; 2025Q1: 23,185 shares; 2025Q2: 23,427 shares 23,427 $774K 0.19% +242 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,205 shares; 2023Q4: 1,161 shares; 2024Q1: not reported; 2024Q2: 1,269 shares; 2024Q3: 1,734 shares; 2024Q4: 2,042 shares; 2025Q1: 2,504 shares; 2025Q2: 1,849 shares 1,849 $718K 0.18% -655 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,748 shares; 2023Q4: 8,891 shares; 2024Q1: 10,248 shares; 2024Q2: 11,492 shares; 2024Q3: 11,572 shares; 2024Q4: 11,133 shares; 2025Q1: 12,743 shares; 2025Q2: 12,831 shares 12,831 $718K 0.18% +88 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,248 shares; 2023Q4: 14,022 shares; 2024Q1: 14,127 shares; 2024Q2: 16,159 shares; 2024Q3: 16,817 shares; 2024Q4: 13,905 shares; 2025Q1: 19,275 shares; 2025Q2: 19,273 shares 19,273 $713K 0.18% -2 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,519 shares 29,519 $703K 0.18% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 45,159 shares; 2023Q4: 45,432 shares; 2024Q1: 45,471 shares; 2024Q2: 50,345 shares; 2024Q3: 53,226 shares; 2024Q4: 31,398 shares; 2025Q1: 37,416 shares; 2025Q2: 31,316 shares 31,316 $701K 0.18% -6,100 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,168 shares; 2023Q4: 5,297 shares; 2024Q1: 5,620 shares; 2024Q2: 6,102 shares; 2024Q3: 6,137 shares; 2024Q4: 15,080 shares; 2025Q1: 5,390 shares; 2025Q2: 5,207 shares 5,207 $694K 0.17% -183 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,031 shares; 2025Q1: 9,815 shares; 2025Q2: 10,144 shares 10,144 $692K 0.17% +329 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,690 shares; 2023Q4: 22,449 shares; 2024Q1: 22,251 shares; 2024Q2: 24,335 shares; 2024Q3: 24,768 shares; 2024Q4: 24,979 shares; 2025Q1: 26,652 shares; 2025Q2: 28,005 shares 28,005 $685K 0.17% +1,353 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,687 shares; 2023Q4: 6,030 shares; 2024Q1: 4,439 shares; 2024Q2: 4,837 shares; 2024Q3: 5,199 shares; 2024Q4: 3,840 shares; 2025Q1: 5,786 shares; 2025Q2: 6,317 shares 6,317 $623K 0.16% +531 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; 2023Q3: 2,736 shares; 2023Q4: 2,779 shares; 2024Q1: 2,779 shares; 2024Q2: 3,058 shares; 2024Q3: 3,138 shares; 2024Q4: 2,876 shares; 2025Q1: 3,931 shares; 2025Q2: 3,715 shares 3,715 $604K 0.15% -216 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,596 shares; 2023Q4: 5,510 shares; 2024Q1: 5,198 shares; 2024Q2: not reported; 2024Q3: 4,099 shares; 2024Q4: not reported; 2025Q1: 4,477 shares; 2025Q2: 4,669 shares 4,669 $602K 0.15% +192 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; 2023Q3: 54,561 shares; 2023Q4: 53,167 shares; 2024Q1: 51,537 shares; 2024Q2: 53,985 shares; 2024Q3: 51,695 shares; 2024Q4: 54,458 shares; 2025Q1: 53,228 shares; 2025Q2: 1,054 shares 1,054 $581K 0.15% -52,174 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 889 shares; 2025Q2: 2,054 shares 2,054 $573K 0.14% +1,165 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 792 shares; 2023Q4: 765 shares; 2024Q1: 753 shares; 2024Q2: 788 shares; 2024Q3: 798 shares; 2024Q4: 720 shares; 2025Q1: 1,003 shares; 2025Q2: 1,084 shares 1,084 $569K 0.14% +81 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,119 shares; 2023Q4: 16,889 shares; 2024Q1: 16,889 shares; 2024Q2: 16,889 shares; 2024Q3: 16,889 shares; 2024Q4: 15,964 shares; 2025Q1: 16,301 shares; 2025Q2: 16,301 shares 16,301 $529K 0.13% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,158 shares; 2023Q4: 4,297 shares; 2024Q1: 4,315 shares; 2024Q2: 4,745 shares; 2024Q3: 4,965 shares; 2024Q4: not reported; 2025Q1: 7,823 shares; 2025Q2: 9,071 shares 9,071 $502K 0.13% +1,248 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 797 shares; 2024Q1: 797 shares; 2024Q2: not reported; 2024Q3: 608 shares; 2024Q4: 578 shares; 2025Q1: 577 shares; 2025Q2: 537 shares 537 $445K 0.11% -40 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,688 shares; 2023Q4: 1,741 shares; 2024Q1: 1,206 shares; 2024Q2: 1,562 shares; 2024Q3: not reported; 2024Q4: 7,161 shares; 2025Q1: 2,297 shares; 2025Q2: 2,319 shares 2,319 $430K 0.11% +22 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,258 shares 6,258 $390K 0.1% new 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; 2023Q3: 10,210 shares; 2023Q4: 10,210 shares; 2024Q1: 10,210 shares; 2024Q2: 11,465 shares; 2024Q3: 11,045 shares; 2024Q4: 11,239 shares; 2025Q1: 11,867 shares; 2025Q2: 12,450 shares 12,450 $386K 0.1% +583 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,859 shares; 2023Q4: 15,250 shares; 2024Q1: 24,503 shares; 2024Q2: 25,239 shares; 2024Q3: 25,621 shares; 2024Q4: 26,195 shares; 2025Q1: 26,783 shares; 2025Q2: 27,411 shares 27,411 $381K 0.1% +628 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,121 shares; 2024Q2: 2,136 shares; 2024Q3: 2,201 shares; 2024Q4: 2,091 shares; 2025Q1: 1,925 shares; 2025Q2: 1,929 shares 1,929 $324K 0.08% +4 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,818 shares 12,818 $321K 0.08% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,486 shares; 2023Q4: 1,590 shares; 2024Q1: 1,374 shares; 2024Q2: 1,366 shares; 2024Q3: 1,248 shares; 2024Q4: 1,290 shares; 2025Q1: 1,604 shares; 2025Q2: 1,706 shares 1,706 $313K 0.08% +102 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 915 shares; 2024Q2: 915 shares; 2024Q3: 865 shares; 2024Q4: 5,830 shares; 2025Q1: 5,836 shares; 2025Q2: 5,843 shares 5,843 $308K 0.08% +7 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; 2023Q3: not reported; 2023Q4: 18,629 shares; 2024Q1: 18,041 shares; 2024Q2: 19,807 shares; 2024Q3: 19,384 shares; 2024Q4: 18,142 shares; 2025Q1: 17,748 shares; 2025Q2: 972 shares 972 $295K 0.07% -16,776 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 508 shares; 2023Q4: 465 shares; 2024Q1: 383 shares; 2024Q2: 381 shares; 2024Q3: 1,362 shares; 2024Q4: 1,408 shares; 2025Q1: 1,256 shares; 2025Q2: 1,306 shares 1,306 $291K 0.07% +50 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,046 shares; 2023Q4: 4,093 shares; 2024Q1: 3,275 shares; 2024Q2: 3,250 shares; 2024Q3: 3,316 shares; 2024Q4: 3,335 shares; 2025Q1: 2,625 shares; 2025Q2: 2,796 shares 2,796 $287K 0.07% +171 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,969 shares; 2023Q4: 3,149 shares; 2024Q1: 2,920 shares; 2024Q2: 3,029 shares; 2024Q3: 2,750 shares; 2024Q4: 2,845 shares; 2025Q1: 2,558 shares; 2025Q2: 2,711 shares 2,711 $286K 0.07% +153 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,570 shares; 2023Q4: 7,570 shares; 2024Q1: 7,570 shares; 2024Q2: 5,911 shares; 2024Q3: 5,276 shares; 2024Q4: 4,501 shares; 2025Q1: 3,682 shares; 2025Q2: 2,784 shares 2,784 $281K 0.07% -898 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 960 shares; 2024Q2: 1,023 shares; 2024Q3: 989 shares; 2024Q4: 1,028 shares; 2025Q1: 972 shares; 2025Q2: 1,033 shares 1,033 $278K 0.07% +61 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 612 shares; 2023Q4: 612 shares; 2024Q1: 753 shares; 2024Q2: 17,558 shares; 2024Q3: 18,835 shares; 2024Q4: 20,129 shares; 2025Q1: 538 shares; 2025Q2: 438 shares 438 $272K 0.07% -100 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,450 shares; 2023Q4: 2,376 shares; 2024Q1: 1,879 shares; 2024Q2: 3,442 shares; 2024Q3: 3,916 shares; 2024Q4: 5,015 shares; 2025Q1: 5,482 shares; 2025Q2: 1,945 shares 1,945 $267K 0.07% -3,537 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,646 shares; 2024Q2: 2,772 shares; 2024Q3: 2,570 shares; 2024Q4: 2,622 shares; 2025Q1: 2,258 shares; 2025Q2: 2,394 shares 2,394 $265K 0.07% +136 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 335 shares; 2023Q4: 347 shares; 2024Q1: 278 shares; 2024Q2: 271 shares; 2024Q3: 247 shares; 2024Q4: 250 shares; 2025Q1: 234 shares; 2025Q2: 247 shares 247 $257K 0.06% +13 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,885 shares; 2025Q2: 6,083 shares 6,083 $255K 0.06% +3,198 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 488 shares; 2024Q3: 481 shares; 2024Q4: 469 shares; 2025Q1: 455 shares; 2025Q2: 484 shares 484 $255K 0.06% +29 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,280 shares; 2025Q1: not reported; 2025Q2: 8,380 shares 8,380 $255K 0.06% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,603 shares; 2025Q2: 1,711 shares 1,711 $255K 0.06% +108 Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,997 shares 9,997 $255K 0.06% new 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; 2023Q3: 1,746 shares; 2023Q4: 1,767 shares; 2024Q1: 1,784 shares; 2024Q2: 1,908 shares; 2024Q3: 2,104 shares; 2024Q4: 2,060 shares; 2025Q1: 2,305 shares; 2025Q2: 2,512 shares 2,512 $254K 0.06% +207 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 984 shares 984 $249K 0.06% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,984 shares 9,984 $245K 0.06% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,488 shares 2,488 $242K 0.06% new 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; 2023Q3: not reported; 2023Q4: 9,726 shares; 2024Q1: 18,946 shares; 2024Q2: 19,569 shares; 2024Q3: 10,985 shares; 2024Q4: 12,604 shares; 2025Q1: not reported; 2025Q2: 11,461 shares 11,461 $240K 0.06% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 861 shares; 2024Q2: 826 shares; 2024Q3: 788 shares; 2024Q4: 798 shares; 2025Q1: 789 shares; 2025Q2: 842 shares 842 $239K 0.06% +53 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; 2023Q3: 16,092 shares; 2023Q4: 3,345 shares; 2024Q1: 2,067 shares; 2024Q2: 2,289 shares; 2024Q3: 2,177 shares; 2024Q4: 5,815 shares; 2025Q1: 6,039 shares; 2025Q2: 2,136 shares 2,136 $230K 0.06% -3,903 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,007 shares; 2023Q4: 1,026 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 786 shares 786 $228K 0.06% +71 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,959 shares 9,959 $227K 0.06% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,428 shares; 2024Q3: 17,430 shares; 2024Q4: 11,493 shares; 2025Q1: 7,626 shares; 2025Q2: 7,496 shares 7,496 $220K 0.05% -130 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,359 shares; 2024Q3: 1,396 shares; 2024Q4: 1,112 shares; 2025Q1: not reported; 2025Q2: 1,100 shares 1,100 $217K 0.05% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,042 shares; 2025Q2: 2,260 shares 2,260 $217K 0.05% +218 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; 2023Q3: 6,709 shares; 2023Q4: 896 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 703 shares 703 $217K 0.05% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 904 shares 904 $215K 0.05% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares 323 $214K 0.05% new 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; 2023Q3: not reported; 2023Q4: 449 shares; 2024Q1: 449 shares; 2024Q2: 549 shares; 2024Q3: 552 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 457 shares 457 $212K 0.05% +8 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 980 shares; 2024Q2: 998 shares; 2024Q3: 1,170 shares; 2024Q4: 11,405 shares; 2025Q1: not reported; 2025Q2: 946 shares 946 $204K 0.05% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,149 shares; 2024Q3: 2,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,949 shares 6,949 $203K 0.05% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,037 shares 1,037 $202K 0.05% new Timeline TPICQ TPI COMPOSITES INC COM More: the full row for TPI COMPOSITES INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30,256 shares; 2023Q4: 30,256 shares; 2024Q1: 30,256 shares; 2024Q2: 30,256 shares; 2024Q3: 20,256 shares; 2024Q4: 20,256 shares; 2025Q1: 20,256 shares; 2025Q2: 20,256 shares 20,256 $17.4K <0.01% 0 Timeline