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: 74,469 shares; 2024Q4: 73,476 shares; 2025Q1: 72,267 shares; 2025Q2: 71,150 shares; 2025Q3: 69,952 shares; 2025Q4: 66,806 shares; 2026Q1: 65,934 shares; 2026Q2: 353,822 shares 353,822 $30.5M 6.62% +287,888 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; 2024Q3: 213,371 shares; 2024Q4: 211,906 shares; 2025Q1: 209,387 shares; 2025Q2: 221,680 shares; 2025Q3: 214,561 shares; 2025Q4: 214,265 shares; 2026Q1: 210,147 shares; 2026Q2: 187,171 shares 187,171 $29.6M 6.43% -22,976 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: 34,926 shares; 2024Q4: 34,952 shares; 2025Q1: 34,582 shares; 2025Q2: 35,411 shares; 2025Q3: 35,575 shares; 2025Q4: 35,660 shares; 2026Q1: 35,652 shares; 2026Q2: 37,632 shares 37,632 $28.2M 6.13% +1,980 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,100 shares; 2024Q4: 406,343 shares; 2025Q1: 410,145 shares; 2025Q2: 581,905 shares; 2025Q3: 597,083 shares; 2025Q4: 580,880 shares; 2026Q1: 571,151 shares; 2026Q2: 577,902 shares 577,902 $26.3M 5.71% +6,751 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,505 shares; 2024Q4: 72,153 shares; 2025Q1: 72,628 shares; 2025Q2: 74,960 shares; 2025Q3: 76,517 shares; 2025Q4: 78,867 shares; 2026Q1: 79,562 shares; 2026Q2: 86,239 shares 86,239 $26.1M 5.68% +6,677 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599,639 shares; 2024Q4: 605,539 shares; 2025Q1: 608,646 shares; 2025Q2: 598,048 shares; 2025Q3: 593,067 shares; 2025Q4: 601,170 shares; 2026Q1: 603,966 shares; 2026Q2: 654,320 shares 654,320 $22.7M 4.92% +50,354 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,988 shares; 2024Q4: 26,543 shares; 2025Q1: 25,350 shares; 2025Q2: 24,814 shares; 2025Q3: 24,395 shares; 2025Q4: 24,295 shares; 2026Q1: 23,913 shares; 2026Q2: 23,813 shares 23,813 $16.4M 3.55% -100 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,945 shares; 2024Q4: 59,561 shares; 2025Q1: 58,543 shares; 2025Q2: 58,528 shares; 2025Q3: 57,867 shares; 2025Q4: 56,224 shares; 2026Q1: 54,421 shares; 2026Q2: 53,531 shares 53,531 $15.5M 3.37% -890 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,341 shares; 2024Q4: 172,646 shares; 2025Q1: 154,270 shares; 2025Q2: 153,776 shares; 2025Q3: 152,625 shares; 2025Q4: 162,173 shares; 2026Q1: 177,260 shares; 2026Q2: 178,573 shares 178,573 $11.2M 2.44% +1,313 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,158 shares; 2024Q4: 50,807 shares; 2025Q1: 49,700 shares; 2025Q2: 48,997 shares; 2025Q3: 48,097 shares; 2025Q4: 47,573 shares; 2026Q1: 46,538 shares; 2026Q2: 45,632 shares 45,632 $9.71M 2.11% -906 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,830 shares; 2024Q4: 86,848 shares; 2025Q1: 75,764 shares; 2025Q2: 75,317 shares; 2025Q3: 74,763 shares; 2025Q4: 73,875 shares; 2026Q1: 77,638 shares; 2026Q2: 80,070 shares 80,070 $9.37M 2.04% +2,432 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: 63,493 shares; 2024Q4: 61,036 shares; 2025Q1: 55,868 shares; 2025Q2: 52,706 shares; 2025Q3: 50,414 shares; 2025Q4: 48,752 shares; 2026Q1: 47,944 shares; 2026Q2: 45,833 shares 45,833 $9.17M 1.99% -2,111 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,882 shares; 2024Q4: 9,125 shares; 2025Q1: 11,294 shares; 2025Q2: 95,565 shares; 2025Q3: 118,047 shares; 2025Q4: 135,694 shares; 2026Q1: 141,476 shares; 2026Q2: 159,611 shares 159,611 $9.01M 1.96% +18,135 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: 39,060 shares; 2024Q4: 38,348 shares; 2025Q1: 37,560 shares; 2025Q2: 38,091 shares; 2025Q3: 37,947 shares; 2025Q4: 36,716 shares; 2026Q1: 36,588 shares; 2026Q2: 35,641 shares 35,641 $8.49M 1.85% -947 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: 24,621 shares; 2024Q4: 24,747 shares; 2025Q1: 24,740 shares; 2025Q2: 25,162 shares; 2025Q3: 25,155 shares; 2025Q4: 23,891 shares; 2026Q1: 22,944 shares; 2026Q2: 22,442 shares 22,442 $7.93M 1.72% -502 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: 28,696 shares; 2024Q4: 28,262 shares; 2025Q1: 24,812 shares; 2025Q2: 25,459 shares; 2025Q3: 24,151 shares; 2025Q4: 21,693 shares; 2026Q1: 21,091 shares; 2026Q2: 20,732 shares 20,732 $7.83M 1.7% -359 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: 19,668 shares; 2024Q4: 19,246 shares; 2025Q1: 18,594 shares; 2025Q2: 18,434 shares; 2025Q3: 18,575 shares; 2025Q4: 18,386 shares; 2026Q1: 18,356 shares; 2026Q2: 18,137 shares 18,137 $7.63M 1.66% -219 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: 19,671 shares; 2024Q4: 19,657 shares; 2025Q1: 19,465 shares; 2025Q2: 19,469 shares; 2025Q3: 19,573 shares; 2025Q4: 18,839 shares; 2026Q1: 18,783 shares; 2026Q2: 20,225 shares 20,225 $7.54M 1.64% +1,442 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: 21,752 shares; 2024Q4: 21,760 shares; 2025Q1: 21,669 shares; 2025Q2: 22,079 shares; 2025Q3: 21,762 shares; 2025Q4: 20,806 shares; 2026Q1: 20,509 shares; 2026Q2: 20,156 shares 20,156 $7.2M 1.57% -353 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,666 shares; 2024Q4: 9,761 shares; 2025Q1: 9,774 shares; 2025Q2: 9,782 shares; 2025Q3: 9,736 shares; 2025Q4: 9,760 shares; 2026Q1: 9,720 shares; 2026Q2: 9,578 shares 9,578 $7.05M 1.53% -142 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,851 shares; 2024Q4: 94,261 shares; 2025Q1: 131,641 shares; 2025Q2: 131,487 shares; 2025Q3: 131,605 shares; 2025Q4: 132,575 shares; 2026Q1: 134,321 shares; 2026Q2: 135,160 shares 135,160 $7.04M 1.53% +839 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: 20,740 shares; 2024Q4: 20,603 shares; 2025Q1: 20,326 shares; 2025Q2: 19,845 shares; 2025Q3: 19,702 shares; 2025Q4: 18,833 shares; 2026Q1: 18,608 shares; 2026Q2: 19,014 shares 19,014 $6.22M 1.35% +406 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; 2024Q3: 7,428 shares; 2024Q4: 7,842 shares; 2025Q1: 9,238 shares; 2025Q2: 10,054 shares; 2025Q3: 11,635 shares; 2025Q4: 54,664 shares; 2026Q1: 68,561 shares; 2026Q2: 77,348 shares 77,348 $6.14M 1.34% +8,787 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,269 shares; 2024Q4: 18,602 shares; 2025Q1: 23,161 shares; 2025Q2: 48,376 shares; 2025Q3: 54,761 shares; 2025Q4: 69,291 shares; 2026Q1: 75,312 shares; 2026Q2: 88,005 shares 88,005 $5.95M 1.29% +12,693 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,751 shares; 2024Q4: 58,981 shares; 2025Q1: 49,185 shares; 2025Q2: 48,943 shares; 2025Q3: 48,946 shares; 2025Q4: 52,686 shares; 2026Q1: 62,833 shares; 2026Q2: 69,688 shares 69,688 $5.74M 1.25% +6,855 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,837 shares; 2024Q4: 73,837 shares; 2025Q1: 73,837 shares; 2025Q2: 104,837 shares; 2025Q3: 104,837 shares; 2025Q4: 104,837 shares; 2026Q1: 104,837 shares; 2026Q2: 104,837 shares 104,837 $5.28M 1.15% 0 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: 13,515 shares; 2024Q4: 13,446 shares; 2025Q1: 13,322 shares; 2025Q2: 13,407 shares; 2025Q3: 13,394 shares; 2025Q4: 13,452 shares; 2026Q1: 13,711 shares; 2026Q2: 14,344 shares 14,344 $5.06M 1.1% +633 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: 9,620 shares; 2024Q4: 9,703 shares; 2025Q1: 9,949 shares; 2025Q2: 10,862 shares; 2025Q3: 11,272 shares; 2025Q4: 8,524 shares; 2026Q1: 8,511 shares; 2026Q2: 7,776 shares 7,776 $4.52M 0.98% -735 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: 2,507 shares; 2024Q4: 2,501 shares; 2025Q1: 2,758 shares; 2025Q2: 2,991 shares; 2025Q3: 3,109 shares; 2025Q4: 3,410 shares; 2026Q1: 3,400 shares; 2026Q2: 3,644 shares 3,644 $4.37M 0.95% +244 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,300 shares; 2025Q2: 8,067 shares; 2025Q3: 8,067 shares; 2025Q4: 8,067 shares; 2026Q1: 8,067 shares; 2026Q2: 8,000 shares 8,000 $4.12M 0.9% -67 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: 4,143 shares; 2024Q4: 4,108 shares; 2025Q1: 4,210 shares; 2025Q2: 4,178 shares; 2025Q3: 4,183 shares; 2025Q4: 4,244 shares; 2026Q1: 4,238 shares; 2026Q2: 4,362 shares 4,362 $4.08M 0.89% +124 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,019 shares; 2024Q4: 22,926 shares; 2025Q1: 22,931 shares; 2025Q2: 22,933 shares; 2025Q3: 22,702 shares; 2025Q4: 21,685 shares; 2026Q1: 20,988 shares; 2026Q2: 20,907 shares 20,907 $3.97M 0.86% -81 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: 16,180 shares; 2024Q4: 16,117 shares; 2025Q1: 15,911 shares; 2025Q2: 15,749 shares; 2025Q3: 15,254 shares; 2025Q4: 14,856 shares; 2026Q1: 14,699 shares; 2026Q2: 15,149 shares 15,149 $3.81M 0.83% +450 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,369 shares; 2024Q4: 29,656 shares; 2025Q1: 27,762 shares; 2025Q2: 26,772 shares; 2025Q3: 26,311 shares; 2025Q4: 45,871 shares; 2026Q1: 45,064 shares; 2026Q2: 40,749 shares 40,749 $3.3M 0.72% -4,315 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,220 shares; 2024Q4: 9,217 shares; 2025Q1: 9,163 shares; 2025Q2: 9,256 shares; 2025Q3: 9,154 shares; 2025Q4: 9,236 shares; 2026Q1: 9,320 shares; 2026Q2: 9,317 shares 9,317 $3.2M 0.69% -3 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: 9,020 shares; 2024Q4: 8,995 shares; 2025Q1: 8,874 shares; 2025Q2: 8,640 shares; 2025Q3: 8,340 shares; 2025Q4: 7,846 shares; 2026Q1: 7,760 shares; 2026Q2: 7,550 shares 7,550 $3.14M 0.68% -210 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: 9,822 shares; 2024Q4: 10,030 shares; 2025Q1: 10,219 shares; 2025Q2: 10,643 shares; 2025Q3: 10,752 shares; 2025Q4: 11,016 shares; 2026Q1: 11,085 shares; 2026Q2: 11,171 shares 11,171 $3.04M 0.66% +86 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: 15,706 shares; 2024Q4: 15,787 shares; 2025Q1: 15,532 shares; 2025Q2: 16,658 shares; 2025Q3: 16,448 shares; 2025Q4: 17,272 shares; 2026Q1: 17,094 shares; 2026Q2: 18,203 shares 18,203 $3.02M 0.66% +1,109 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.65% 0 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: 25,222 shares; 2024Q4: 25,509 shares; 2025Q1: 25,421 shares; 2025Q2: 25,455 shares; 2025Q3: 26,116 shares; 2025Q4: 26,143 shares; 2026Q1: 25,965 shares; 2026Q2: 26,385 shares 26,385 $2.99M 0.65% +420 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: 5,827 shares; 2024Q4: 5,805 shares; 2025Q1: 5,831 shares; 2025Q2: 5,792 shares; 2025Q3: 5,544 shares; 2025Q4: 5,391 shares; 2026Q1: 5,331 shares; 2026Q2: 5,233 shares 5,233 $2.95M 0.64% -98 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,436 shares; 2024Q4: 5,601 shares; 2025Q1: 5,929 shares; 2025Q2: 6,427 shares; 2025Q3: 6,604 shares; 2025Q4: 7,398 shares; 2026Q1: 7,382 shares; 2026Q2: 7,475 shares 7,475 $2.71M 0.59% +93 Timeline CGSD 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: 60,766 shares; 2024Q4: 60,688 shares; 2025Q1: 67,216 shares; 2025Q2: 78,163 shares; 2025Q3: 78,571 shares; 2025Q4: 93,321 shares; 2026Q1: 98,429 shares; 2026Q2: 102,567 shares 102,567 $2.64M 0.57% +4,138 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,373 shares; 2024Q4: 4,338 shares; 2025Q1: 4,334 shares; 2025Q2: 4,333 shares; 2025Q3: 4,329 shares; 2025Q4: 4,309 shares; 2026Q1: 5,030 shares; 2026Q2: 4,984 shares 4,984 $2.59M 0.56% -46 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,280 shares; 2024Q4: 18,280 shares; 2025Q1: 18,280 shares; 2025Q2: 18,280 shares; 2025Q3: 18,280 shares; 2025Q4: 18,280 shares; 2026Q1: 18,280 shares; 2026Q2: 17,926 shares 17,926 $2.54M 0.55% -354 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,145 shares; 2024Q4: 8,321 shares; 2025Q1: 8,362 shares; 2025Q2: 8,228 shares; 2025Q3: 8,206 shares; 2025Q4: 8,146 shares; 2026Q1: 8,073 shares; 2026Q2: 31,325 shares 31,325 $2.52M 0.55% +23,252 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,129 shares; 2024Q4: 40,707 shares; 2025Q1: 45,679 shares; 2025Q2: 48,159 shares; 2025Q3: 49,064 shares; 2025Q4: 49,163 shares; 2026Q1: 49,042 shares; 2026Q2: 43,535 shares 43,535 $2.51M 0.55% -5,507 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: 4,672 shares; 2024Q4: 4,606 shares; 2025Q1: 4,588 shares; 2025Q2: 4,589 shares; 2025Q3: 4,492 shares; 2025Q4: 4,500 shares; 2026Q1: 4,526 shares; 2026Q2: 4,522 shares 4,522 $2.32M 0.5% -4 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: 2,596 shares; 2024Q4: 2,505 shares; 2025Q1: 2,614 shares; 2025Q2: 2,516 shares; 2025Q3: 2,523 shares; 2025Q4: 25,247 shares; 2026Q1: 26,463 shares; 2026Q2: 26,595 shares 26,595 $1.9M 0.41% +132 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF 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: 255,294 shares 255,294 $1.89M 0.41% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,469 shares; 2024Q4: 12,440 shares; 2025Q1: 12,463 shares; 2025Q2: 12,432 shares; 2025Q3: 12,437 shares; 2025Q4: 12,269 shares; 2026Q1: 12,791 shares; 2026Q2: 12,312 shares 12,312 $1.81M 0.39% -479 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; 2024Q3: 4,825 shares; 2024Q4: 4,798 shares; 2025Q1: 4,937 shares; 2025Q2: 5,018 shares; 2025Q3: 4,975 shares; 2025Q4: 4,942 shares; 2026Q1: 4,812 shares; 2026Q2: 4,728 shares 4,728 $1.74M 0.38% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,017 shares; 2025Q3: 18,682 shares; 2025Q4: 19,930 shares; 2026Q1: 19,930 shares; 2026Q2: 19,930 shares 19,930 $1.7M 0.37% 0 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: 6,102 shares; 2024Q4: 6,068 shares; 2025Q1: 5,996 shares; 2025Q2: 5,898 shares; 2025Q3: 6,095 shares; 2025Q4: 6,112 shares; 2026Q1: 6,243 shares; 2026Q2: 6,554 shares 6,554 $1.66M 0.36% +311 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,730 shares; 2024Q4: 20,126 shares; 2025Q1: 20,635 shares; 2025Q2: 17,398 shares; 2025Q3: 17,324 shares; 2025Q4: 17,397 shares; 2026Q1: 17,478 shares; 2026Q2: 19,367 shares 19,367 $1.56M 0.34% +1,889 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,962 shares; 2025Q3: 2,172 shares; 2025Q4: 2,221 shares; 2026Q1: 2,224 shares; 2026Q2: 11,631 shares 11,631 $1.54M 0.33% +9,407 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,860 shares; 2024Q4: 15,134 shares; 2025Q1: 16,049 shares; 2025Q2: 17,092 shares; 2025Q3: 18,123 shares; 2025Q4: 19,172 shares; 2026Q1: 18,886 shares; 2026Q2: 19,214 shares 19,214 $1.39M 0.3% +328 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,090 shares; 2024Q4: 7,188 shares; 2025Q1: 7,459 shares; 2025Q2: 7,844 shares; 2025Q3: 8,238 shares; 2025Q4: 8,038 shares; 2026Q1: 7,985 shares; 2026Q2: 8,636 shares 8,636 $1.38M 0.3% +651 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: 5,415 shares; 2025Q1: 5,604 shares; 2025Q2: 5,742 shares; 2025Q3: 5,684 shares; 2025Q4: 4,535 shares; 2026Q1: 3,148 shares; 2026Q2: 3,148 shares 3,148 $1.36M 0.3% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 971 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 959 shares; 2025Q3: 959 shares; 2025Q4: 952 shares; 2026Q1: 952 shares; 2026Q2: 1,765 shares 1,765 $1.35M 0.29% +813 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: 11,943 shares; 2024Q4: 11,815 shares; 2025Q1: 11,154 shares; 2025Q2: 11,024 shares; 2025Q3: 10,912 shares; 2025Q4: 10,182 shares; 2026Q1: 10,160 shares; 2026Q2: 9,956 shares 9,956 $1.28M 0.28% -204 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: 1,186 shares; 2026Q1: 1,186 shares; 2026Q2: 1,051 shares 1,051 $1.21M 0.26% -135 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,968 shares; 2024Q4: 2,361 shares; 2025Q1: 2,278 shares; 2025Q2: 2,356 shares; 2025Q3: 2,331 shares; 2025Q4: 2,339 shares; 2026Q1: 2,314 shares; 2026Q2: 2,314 shares 2,314 $1.16M 0.25% 0 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: 2,731 shares; 2025Q2: 3,067 shares; 2025Q3: 3,157 shares; 2025Q4: 2,949 shares; 2026Q1: 2,814 shares; 2026Q2: 2,994 shares 2,994 $1.12M 0.24% +180 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,173 shares; 2024Q4: 23,655 shares; 2025Q1: 21,628 shares; 2025Q2: 20,318 shares; 2025Q3: 15,578 shares; 2025Q4: 13,232 shares; 2026Q1: 12,353 shares; 2026Q2: 11,152 shares 11,152 $1.05M 0.23% -1,201 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,799 shares; 2024Q4: 12,701 shares; 2025Q1: 12,821 shares; 2025Q2: 12,591 shares; 2025Q3: 12,197 shares; 2025Q4: 12,203 shares; 2026Q1: 11,719 shares; 2026Q2: 11,287 shares 11,287 $1.02M 0.22% -432 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 991 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 897 shares; 2026Q1: 935 shares; 2026Q2: 919 shares 919 $978K 0.21% -16 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,947 shares; 2024Q4: 1,949 shares; 2025Q1: 1,918 shares; 2025Q2: 1,906 shares; 2025Q3: 1,904 shares; 2025Q4: 1,903 shares; 2026Q1: 1,904 shares; 2026Q2: 1,880 shares 1,880 $958K 0.21% -24 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,105 shares; 2024Q4: 9,940 shares; 2025Q1: 9,690 shares; 2025Q2: 9,541 shares; 2025Q3: 9,541 shares; 2025Q4: 9,441 shares; 2026Q1: 9,441 shares; 2026Q2: 9,186 shares 9,186 $926K 0.2% -255 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,067 shares; 2024Q4: 8,079 shares; 2025Q1: 8,125 shares; 2025Q2: 8,532 shares; 2025Q3: 8,356 shares; 2025Q4: 7,286 shares; 2026Q1: 7,170 shares; 2026Q2: 5,853 shares 5,853 $917K 0.2% -1,317 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,635 shares; 2024Q4: 11,661 shares; 2025Q1: 11,895 shares; 2025Q2: 12,560 shares; 2025Q3: 11,386 shares; 2025Q4: 10,234 shares; 2026Q1: 10,257 shares; 2026Q2: 9,882 shares 9,882 $888K 0.19% -375 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO 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: 19,496 shares; 2026Q1: 25,676 shares; 2026Q2: 32,787 shares 32,787 $865K 0.19% +7,111 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; 2024Q3: 546 shares; 2024Q4: 542 shares; 2025Q1: 540 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 601 shares; 2026Q1: 602 shares; 2026Q2: 604 shares 604 $822K 0.18% +2 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,033 shares; 2024Q4: 3,034 shares; 2025Q1: 3,023 shares; 2025Q2: 2,980 shares; 2025Q3: 2,981 shares; 2025Q4: 2,981 shares; 2026Q1: 2,981 shares; 2026Q2: 2,981 shares 2,981 $806K 0.18% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,767 shares; 2024Q4: 5,727 shares; 2025Q1: 5,724 shares; 2025Q2: 5,489 shares; 2025Q3: 5,595 shares; 2025Q4: 5,529 shares; 2026Q1: 5,503 shares; 2026Q2: 5,491 shares 5,491 $805K 0.17% -12 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,369 shares; 2024Q4: 11,319 shares; 2025Q1: 11,220 shares; 2025Q2: 7,924 shares; 2025Q3: 7,905 shares; 2025Q4: 7,998 shares; 2026Q1: 7,992 shares; 2026Q2: 8,889 shares 8,889 $780K 0.17% +897 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: 856 shares; 2024Q4: 987 shares; 2025Q1: 987 shares; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 987 shares; 2026Q1: 971 shares; 2026Q2: 1,001 shares 1,001 $748K 0.16% +30 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 1,054 shares; 2025Q1: 1,035 shares; 2025Q2: 1,044 shares; 2025Q3: 1,034 shares; 2025Q4: 950 shares; 2026Q1: 968 shares; 2026Q2: 963 shares 963 $728K 0.16% -5 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF 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: 12,522 shares; 2026Q2: 12,912 shares 12,912 $654K 0.14% +390 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: 1,280 shares; 2025Q1: 1,269 shares; 2025Q2: 1,297 shares; 2025Q3: 1,295 shares; 2025Q4: 1,315 shares; 2026Q1: 1,376 shares; 2026Q2: 1,374 shares 1,374 $622K 0.14% -2 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,318 shares; 2024Q4: 11,824 shares; 2025Q1: 14,491 shares; 2025Q2: 15,558 shares; 2025Q3: 16,739 shares; 2025Q4: 18,224 shares; 2026Q1: 19,196 shares; 2026Q2: 17,318 shares 17,318 $577K 0.13% -1,878 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: 1,175 shares; 2024Q4: 1,168 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,151 shares; 2026Q1: 1,137 shares; 2026Q2: 1,133 shares 1,133 $568K 0.12% -4 Timeline XJR 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: 9,489 shares; 2026Q2: 9,857 shares 9,857 $520K 0.11% +368 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,646 shares; 2024Q4: 2,646 shares; 2025Q1: 2,646 shares; 2025Q2: 2,646 shares; 2025Q3: 2,646 shares; 2025Q4: 2,646 shares; 2026Q1: 2,646 shares; 2026Q2: 2,646 shares 2,646 $489K 0.11% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,662 shares; 2024Q4: 10,447 shares; 2025Q1: 7,851 shares; 2025Q2: 6,058 shares; 2025Q3: 5,427 shares; 2025Q4: 5,227 shares; 2026Q1: 5,150 shares; 2026Q2: 5,023 shares 5,023 $484K 0.11% -127 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 431 shares; 2025Q2: 430 shares; 2025Q3: 408 shares; 2025Q4: 396 shares; 2026Q1: 394 shares; 2026Q2: 402 shares 402 $455K 0.1% +8 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,528 shares; 2025Q1: not reported; 2025Q2: 2,528 shares; 2025Q3: 2,528 shares; 2025Q4: 2,528 shares; 2026Q1: 2,528 shares; 2026Q2: 2,628 shares 2,628 $446K 0.1% +100 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,118 shares; 2025Q3: 5,421 shares; 2025Q4: 5,404 shares; 2026Q1: 5,741 shares; 2026Q2: 6,061 shares 6,061 $445K 0.1% +320 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES 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: not reported; 2026Q1: 8,135 shares; 2026Q2: 8,455 shares 8,455 $423K 0.09% +320 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,762 shares; 2024Q4: 2,746 shares; 2025Q1: 2,820 shares; 2025Q2: 2,682 shares; 2025Q3: 2,677 shares; 2025Q4: 3,107 shares; 2026Q1: 3,046 shares; 2026Q2: 3,088 shares 3,088 $422K 0.09% +42 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,233 shares; 2026Q2: 2,226 shares 2,226 $422K 0.09% -7 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,535 shares; 2024Q4: 1,456 shares; 2025Q1: 1,503 shares; 2025Q2: 1,722 shares; 2025Q3: 1,811 shares; 2025Q4: 2,007 shares; 2026Q1: 2,163 shares; 2026Q2: 2,743 shares 2,743 $401K 0.09% +580 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,978 shares; 2025Q2: 2,096 shares; 2025Q3: 2,096 shares; 2025Q4: 2,141 shares; 2026Q1: 2,280 shares; 2026Q2: 2,292 shares 2,292 $386K 0.08% +12 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,626 shares; 2026Q2: 2,639 shares 2,639 $382K 0.08% +13 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,036 shares; 2024Q4: 3,036 shares; 2025Q1: 2,644 shares; 2025Q2: 2,474 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,878 shares; 2026Q2: 2,736 shares 2,736 $371K 0.08% -142 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: not reported; 2026Q2: 1,232 shares 1,232 $367K 0.08% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,995 shares; 2025Q2: 2,137 shares; 2025Q3: 2,093 shares; 2025Q4: 1,664 shares; 2026Q1: 1,797 shares; 2026Q2: 1,792 shares 1,792 $361K 0.08% -5 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,030 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,020 shares; 2025Q3: 1,997 shares; 2025Q4: 1,997 shares; 2026Q1: 1,997 shares; 2026Q2: 1,997 shares 1,997 $359K 0.08% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,213 shares; 2024Q4: 3,179 shares; 2025Q1: 3,010 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares; 2026Q2: 2,783 shares 2,783 $352K 0.08% -107 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: 4,159 shares; 2024Q4: 4,118 shares; 2025Q1: 3,894 shares; 2025Q2: 3,708 shares; 2025Q3: 3,287 shares; 2025Q4: 2,641 shares; 2026Q1: 3,039 shares; 2026Q2: 3,439 shares 3,439 $351K 0.08% +400 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,707 shares; 2024Q4: 25,707 shares; 2025Q1: 25,707 shares; 2025Q2: 25,707 shares; 2025Q3: 25,707 shares; 2025Q4: 25,707 shares; 2026Q1: 25,707 shares; 2026Q2: 25,707 shares 25,707 $341K 0.07% 0 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,237 shares; 2024Q4: 33,237 shares; 2025Q1: 33,237 shares; 2025Q2: 33,237 shares; 2025Q3: 33,237 shares; 2025Q4: 33,237 shares; 2026Q1: 33,237 shares; 2026Q2: 33,237 shares 33,237 $329K 0.07% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 4,837 shares; 2026Q2: 6,345 shares 6,345 $319K 0.07% +1,508 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,991 shares; 2025Q3: 2,278 shares; 2025Q4: 2,674 shares; 2026Q1: 2,719 shares; 2026Q2: 2,729 shares 2,729 $318K 0.07% +10 Timeline CGMU 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: not reported; 2025Q4: not reported; 2026Q1: 10,006 shares; 2026Q2: 11,475 shares 11,475 $315K 0.07% +1,469 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,221 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,335 shares; 2026Q1: 1,429 shares; 2026Q2: 1,427 shares 1,427 $315K 0.07% -2 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,031 shares; 2024Q4: 3,064 shares; 2025Q1: 3,602 shares; 2025Q2: 3,783 shares; 2025Q3: 3,783 shares; 2025Q4: 3,825 shares; 2026Q1: 1,432 shares; 2026Q2: 1,408 shares 1,408 $314K 0.07% -24 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,710 shares; 2024Q4: 6,453 shares; 2025Q1: 6,121 shares; 2025Q2: 5,683 shares; 2025Q3: 5,682 shares; 2025Q4: 5,043 shares; 2026Q1: 4,994 shares; 2026Q2: 3,779 shares 3,779 $310K 0.07% -1,215 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 444 shares; 2026Q2: 420 shares 420 $302K 0.07% -24 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares 850 $290K 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; 2024Q3: 6,053 shares; 2024Q4: 6,302 shares; 2025Q1: 6,519 shares; 2025Q2: 6,343 shares; 2025Q3: 6,515 shares; 2025Q4: 2,402 shares; 2026Q1: 2,604 shares; 2026Q2: 2,614 shares 2,614 $281K 0.06% +10 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 623 shares; 2026Q2: 628 shares 628 $280K 0.06% +5 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: 1,286 shares; 2025Q1: 1,286 shares; 2025Q2: 1,286 shares; 2025Q3: 1,286 shares; 2025Q4: 1,285 shares; 2026Q1: 1,291 shares; 2026Q2: 1,291 shares 1,291 $279K 0.06% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 868 shares; 2024Q4: 868 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 876 shares; 2026Q2: 802 shares 802 $271K 0.06% -74 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,610 shares; 2026Q2: 2,691 shares 2,691 $267K 0.06% +81 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,902 shares; 2024Q4: 4,908 shares; 2025Q1: 4,098 shares; 2025Q2: 4,122 shares; 2025Q3: 4,345 shares; 2025Q4: 3,426 shares; 2026Q1: 3,426 shares; 2026Q2: 3,260 shares 3,260 $265K 0.06% -166 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 982 shares 982 $250K 0.05% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,257 shares; 2024Q4: 24,184 shares; 2025Q1: 15,942 shares; 2025Q2: 8,950 shares; 2025Q3: 7,666 shares; 2025Q4: 6,843 shares; 2026Q1: 7,142 shares; 2026Q2: 5,870 shares 5,870 $249K 0.05% -1,272 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,647 shares; 2024Q4: 7,641 shares; 2025Q1: 5,195 shares; 2025Q2: 3,157 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,264 shares 4,264 $247K 0.05% new 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; 2024Q3: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares; 2026Q1: 1,081 shares; 2026Q2: 1,098 shares 1,098 $242K 0.05% +17 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $239K 0.05% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,362 shares 4,362 $239K 0.05% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,359 shares 2,359 $237K 0.05% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 197 shares 197 $231K 0.05% new Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,406 shares 4,406 $230K 0.05% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845 shares; 2024Q4: 1,845 shares; 2025Q1: 1,846 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 757 shares 757 $226K 0.05% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,932 shares; 2024Q4: 3,910 shares; 2025Q1: 3,221 shares; 2025Q2: 2,778 shares; 2025Q3: 2,760 shares; 2025Q4: 2,693 shares; 2026Q1: 2,685 shares; 2026Q2: 1,724 shares 1,724 $215K 0.05% -961 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,528 shares 6,528 $209K 0.05% new Timeline KLAC KLA CORP More: the full row for KLA 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: 678 shares 678 $205K 0.04% new Timeline