MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,667 shares; 2024Q4: 40,503 shares; 2025Q1: 40,429 shares; 2025Q2: 40,427 shares; 2025Q3: 40,424 shares; 2025Q4: 39,155 shares; 2026Q1: 39,280 shares; 2026Q2: 39,280 shares 39,280 $6.36M 16.98% 0 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: 33,290 shares; 2024Q4: 31,490 shares; 2025Q1: 33,290 shares; 2025Q2: 32,298 shares; 2025Q3: 32,098 shares; 2025Q4: 30,082 shares; 2026Q1: 31,502 shares; 2026Q2: 31,295 shares 31,295 $4.64M 12.39% -207 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: 19,014 shares; 2024Q4: 19,014 shares; 2025Q1: 19,014 shares; 2025Q2: 19,014 shares; 2025Q3: 19,014 shares; 2025Q4: 18,872 shares; 2026Q1: 18,872 shares; 2026Q2: 18,840 shares 18,840 $2.94M 7.86% -32 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: 22,184 shares; 2024Q4: 21,744 shares; 2025Q1: 21,744 shares; 2025Q2: 21,744 shares; 2025Q3: 21,744 shares; 2025Q4: 21,744 shares; 2026Q1: 22,354 shares; 2026Q2: 22,354 shares 22,354 $2.63M 7.01% 0 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: 2,957 shares; 2024Q4: 2,957 shares; 2025Q1: 2,957 shares; 2025Q2: 2,957 shares; 2025Q3: 2,957 shares; 2025Q4: 2,943 shares; 2026Q1: 3,306 shares; 2026Q2: 3,306 shares 3,306 $2.48M 6.61% 0 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: 13,584 shares; 2024Q4: 13,166 shares; 2025Q1: 13,166 shares; 2025Q2: 13,166 shares; 2025Q3: 13,166 shares; 2025Q4: 13,166 shares; 2026Q1: 13,166 shares; 2026Q2: 13,166 shares 13,166 $1.95M 5.19% 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; 2024Q3: 8,349 shares; 2024Q4: 7,741 shares; 2025Q1: 6,546 shares; 2025Q2: 6,540 shares; 2025Q3: 6,527 shares; 2025Q4: 6,189 shares; 2026Q1: 6,512 shares; 2026Q2: 6,512 shares 6,512 $1.88M 5.03% 0 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: 6,362 shares; 2024Q4: 6,314 shares; 2025Q1: 6,059 shares; 2025Q2: 6,058 shares; 2025Q3: 6,027 shares; 2025Q4: 5,881 shares; 2026Q1: 5,325 shares; 2026Q2: 5,313 shares 5,313 $1.88M 5.01% -12 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: 5,731 shares; 2024Q4: 5,692 shares; 2025Q1: 5,226 shares; 2025Q2: 4,942 shares; 2025Q3: 4,830 shares; 2025Q4: 4,794 shares; 2026Q1: 4,823 shares; 2026Q2: 4,823 shares 4,823 $1.8M 4.8% 0 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: 13,694 shares; 2024Q4: 12,618 shares; 2025Q1: 12,735 shares; 2025Q2: 12,732 shares; 2025Q3: 12,726 shares; 2025Q4: 12,319 shares; 2026Q1: 12,651 shares; 2026Q2: 12,656 shares 12,656 $1.31M 3.51% +5 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: 1,205 shares; 2024Q4: 1,178 shares; 2025Q1: 1,145 shares; 2025Q2: 1,102 shares; 2025Q3: 1,100 shares; 2025Q4: 1,076 shares; 2026Q1: 1,095 shares; 2026Q2: 1,095 shares 1,095 $1.31M 3.51% 0 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: 1,660 shares; 2024Q4: 662 shares; 2025Q1: 1,631 shares; 2025Q2: 1,629 shares; 2025Q3: 1,616 shares; 2025Q4: 662 shares; 2026Q1: 1,232 shares; 2026Q2: 1,233 shares 1,233 $921K 2.46% +1 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: 7,827 shares; 2024Q4: 7,669 shares; 2025Q1: 7,808 shares; 2025Q2: 7,807 shares; 2025Q3: 7,788 shares; 2025Q4: 7,652 shares; 2026Q1: 7,756 shares; 2026Q2: 7,756 shares 7,756 $911K 2.43% 0 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: 2,512 shares; 2024Q4: 2,457 shares; 2025Q1: 2,505 shares; 2025Q2: 2,504 shares; 2025Q3: 2,487 shares; 2025Q4: 2,442 shares; 2026Q1: 2,476 shares; 2026Q2: 2,476 shares 2,476 $810K 2.16% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,111 shares; 2024Q4: 10,111 shares; 2025Q1: 10,111 shares; 2025Q2: 10,111 shares; 2025Q3: 10,111 shares; 2025Q4: 9,831 shares; 2026Q1: 9,831 shares; 2026Q2: 9,831 shares 9,831 $758K 2.03% 0 Timeline VTHR 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: 1,892 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares; 2026Q2: 1,892 shares 1,892 $627K 1.67% 0 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: 1,622 shares; 2024Q4: 1,604 shares; 2025Q1: 1,620 shares; 2025Q2: 1,508 shares; 2025Q3: 1,499 shares; 2025Q4: 1,499 shares; 2026Q1: 1,499 shares; 2026Q2: 1,499 shares 1,499 $623K 1.66% 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: 3,315 shares; 2024Q4: 3,315 shares; 2025Q1: 3,315 shares; 2025Q2: 3,315 shares; 2025Q3: 3,315 shares; 2025Q4: 3,315 shares; 2026Q1: 3,315 shares; 2026Q2: 3,315 shares 3,315 $464K 1.24% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: not reported; 2026Q1: 3,110 shares; 2026Q2: 3,110 shares 3,110 $428K 1.14% 0 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: 1,727 shares; 2024Q4: 1,679 shares; 2025Q1: 1,722 shares; 2025Q2: 1,721 shares; 2025Q3: 1,712 shares; 2025Q4: 1,672 shares; 2026Q1: 1,703 shares; 2026Q2: 1,703 shares 1,703 $406K 1.08% 0 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: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,382 shares; 2025Q4: 1,382 shares; 2026Q1: 1,382 shares; 2026Q2: 1,382 shares 1,382 $376K 1% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,373 shares; 2024Q4: not reported; 2025Q1: 11,373 shares; 2025Q2: 9,773 shares; 2025Q3: 9,773 shares; 2025Q4: not reported; 2026Q1: 9,773 shares; 2026Q2: 9,773 shares 9,773 $338K 0.9% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,810 shares; 2024Q4: 4,810 shares; 2025Q1: 4,810 shares; 2025Q2: 4,810 shares; 2025Q3: 4,810 shares; 2025Q4: 4,810 shares; 2026Q1: 4,810 shares; 2026Q2: 4,810 shares 4,810 $329K 0.88% 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: 671 shares; 2024Q4: 643 shares; 2025Q1: 667 shares; 2025Q2: 666 shares; 2025Q3: 659 shares; 2025Q4: 638 shares; 2026Q1: 653 shares; 2026Q2: 653 shares 653 $327K 0.87% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $257K 0.69% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $251K 0.67% 0 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: 1,982 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,963 shares; 2025Q4: not reported; 2026Q1: 1,824 shares; 2026Q2: 1,824 shares 1,824 $234K 0.63% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 886 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 958 shares 958 $207K 0.55% new Timeline