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: 17,765 shares; 2024Q4: 17,671 shares; 2025Q1: 15,179 shares; 2025Q2: 15,419 shares; 2025Q3: 15,395 shares; 2025Q4: 15,223 shares; 2026Q1: 15,365 shares; 2026Q2: 15,371 shares 15,371 $10.6M 5.43% +6 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 224,891 shares 224,891 $9.02M 4.64% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,884 shares; 2024Q4: 19,728 shares; 2025Q1: 17,246 shares; 2025Q2: 16,360 shares; 2025Q3: 16,272 shares; 2025Q4: 15,961 shares; 2026Q1: 16,261 shares; 2026Q2: 96,817 shares 96,817 $8.34M 4.29% +80,556 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: 9,801 shares; 2024Q4: 9,747 shares; 2025Q1: 9,704 shares; 2025Q2: 9,590 shares; 2025Q3: 9,481 shares; 2025Q4: 9,394 shares; 2026Q1: 9,298 shares; 2026Q2: 9,285 shares 9,285 $6.93M 3.57% -13 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: 9,035 shares; 2024Q4: 9,024 shares; 2025Q1: 8,898 shares; 2025Q2: 8,891 shares; 2025Q3: 8,864 shares; 2025Q4: 8,864 shares; 2026Q1: 8,874 shares; 2026Q2: 8,827 shares 8,827 $6.61M 3.4% -47 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: not reported; 2026Q2: 66,910 shares 66,910 $6.46M 3.32% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,841 shares; 2024Q4: 29,865 shares; 2025Q1: 29,476 shares; 2025Q2: 29,767 shares; 2025Q3: 29,692 shares; 2025Q4: 28,920 shares; 2026Q1: 28,800 shares; 2026Q2: 28,586 shares 28,586 $6.23M 3.21% -214 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: 7,954 shares; 2024Q4: 7,912 shares; 2025Q1: 7,881 shares; 2025Q2: 7,746 shares; 2025Q3: 7,673 shares; 2025Q4: 7,567 shares; 2026Q1: 7,445 shares; 2026Q2: 7,425 shares 7,425 $5.47M 2.81% -20 Timeline TDIV 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: 47,339 shares; 2024Q4: 47,352 shares; 2025Q1: 47,334 shares; 2025Q2: 46,371 shares; 2025Q3: 46,262 shares; 2025Q4: 45,940 shares; 2026Q1: 46,045 shares; 2026Q2: 45,083 shares 45,083 $5.18M 2.67% -962 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: 25,091 shares; 2024Q4: 24,992 shares; 2025Q1: 24,899 shares; 2025Q2: 24,803 shares; 2025Q3: 24,694 shares; 2025Q4: 24,552 shares; 2026Q1: 24,429 shares; 2026Q2: 24,328 shares 24,328 $5.18M 2.66% -101 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,058 shares; 2024Q4: 35,943 shares; 2025Q1: 35,632 shares; 2025Q2: 35,238 shares; 2025Q3: 35,142 shares; 2025Q4: 34,915 shares; 2026Q1: 34,789 shares; 2026Q2: 34,622 shares 34,622 $5M 2.57% -167 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,895 shares; 2024Q4: 120,408 shares; 2025Q1: 121,021 shares; 2025Q2: 119,474 shares; 2025Q3: 119,490 shares; 2025Q4: 118,931 shares; 2026Q1: 119,302 shares; 2026Q2: 116,835 shares 116,835 $4.99M 2.57% -2,467 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: 12,665 shares; 2024Q4: 12,712 shares; 2025Q1: 11,757 shares; 2025Q2: 11,855 shares; 2025Q3: 12,023 shares; 2025Q4: 12,050 shares; 2026Q1: 12,195 shares; 2026Q2: 12,250 shares 12,250 $4.63M 2.38% +55 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; 2024Q3: 79,514 shares; 2024Q4: 79,906 shares; 2025Q1: 80,604 shares; 2025Q2: 80,106 shares; 2025Q3: 79,370 shares; 2025Q4: 78,805 shares; 2026Q1: 78,542 shares; 2026Q2: 77,506 shares 77,506 $4.63M 2.38% -1,036 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: 37,488 shares; 2024Q4: 37,301 shares; 2025Q1: 37,316 shares; 2025Q2: 37,318 shares; 2025Q3: 37,097 shares; 2025Q4: 36,579 shares; 2026Q1: 36,114 shares; 2026Q2: 35,776 shares 35,776 $3.72M 1.91% -338 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,230 shares; 2024Q4: 39,506 shares; 2025Q1: 40,152 shares; 2025Q2: 39,712 shares; 2025Q3: 39,986 shares; 2025Q4: 39,819 shares; 2026Q1: 39,324 shares; 2026Q2: 39,194 shares 39,194 $3.49M 1.8% -130 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,297 shares; 2024Q4: 35,101 shares; 2025Q1: 34,169 shares; 2025Q2: 34,410 shares; 2025Q3: 34,323 shares; 2025Q4: 33,965 shares; 2026Q1: 34,230 shares; 2026Q2: 35,897 shares 35,897 $3.46M 1.78% +1,667 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: 10,970 shares; 2024Q4: 11,256 shares; 2025Q1: 11,352 shares; 2025Q2: 11,575 shares; 2025Q3: 11,566 shares; 2025Q4: 11,865 shares; 2026Q1: 11,709 shares; 2026Q2: 11,897 shares 11,897 $3.44M 1.77% +188 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED 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: 48,043 shares 48,043 $3.37M 1.73% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 52,911 shares 52,911 $3.19M 1.64% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,021 shares; 2024Q4: 96,407 shares; 2025Q1: 101,260 shares; 2025Q2: 104,676 shares; 2025Q3: 104,727 shares; 2025Q4: 104,432 shares; 2026Q1: 106,438 shares; 2026Q2: 118,507 shares 118,507 $2.95M 1.52% +12,069 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,266 shares; 2024Q4: 41,205 shares; 2025Q1: 41,088 shares; 2025Q2: 41,995 shares; 2025Q3: 42,013 shares; 2025Q4: 41,611 shares; 2026Q1: 41,828 shares; 2026Q2: 40,603 shares 40,603 $2.78M 1.43% -1,225 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: 8,653 shares; 2024Q4: 8,612 shares; 2025Q1: 8,419 shares; 2025Q2: 8,402 shares; 2025Q3: 8,343 shares; 2025Q4: 8,216 shares; 2026Q1: 8,263 shares; 2026Q2: 33,454 shares 33,454 $2.7M 1.39% +25,191 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: 8,893 shares; 2024Q4: 8,953 shares; 2025Q1: 8,682 shares; 2025Q2: 8,665 shares; 2025Q3: 8,401 shares; 2025Q4: 7,656 shares; 2026Q1: 7,634 shares; 2026Q2: 7,705 shares 7,705 $2.52M 1.3% +71 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,044 shares; 2024Q4: 43,376 shares; 2025Q1: 43,469 shares; 2025Q2: 43,323 shares; 2025Q3: 43,502 shares; 2025Q4: 43,188 shares; 2026Q1: 42,805 shares; 2026Q2: 42,632 shares 42,632 $2.46M 1.27% -173 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,263 shares; 2024Q4: 10,243 shares; 2025Q1: 10,231 shares; 2025Q2: 10,094 shares; 2025Q3: 10,017 shares; 2025Q4: 9,948 shares; 2026Q1: 9,914 shares; 2026Q2: 9,866 shares 9,866 $2.33M 1.2% -48 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,297 shares; 2024Q4: 22,042 shares; 2025Q1: 21,863 shares; 2025Q2: 21,684 shares; 2025Q3: 21,522 shares; 2025Q4: 21,297 shares; 2026Q1: 21,339 shares; 2026Q2: 20,956 shares 20,956 $2.16M 1.11% -383 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: 33,979 shares; 2024Q4: 34,118 shares; 2025Q1: 27,862 shares; 2025Q2: 24,639 shares; 2025Q3: 24,759 shares; 2025Q4: 24,819 shares; 2026Q1: 25,436 shares; 2026Q2: 47,319 shares 47,319 $2.15M 1.11% +21,883 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 813 shares; 2026Q1: 855 shares; 2026Q2: 5,335 shares 5,335 $1.89M 0.97% +4,480 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares; 2026Q2: 1,790 shares 1,790 $1.73M 0.89% +50 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,238 shares; 2024Q4: 88,273 shares; 2025Q1: 115,173 shares; 2025Q2: 115,263 shares; 2025Q3: 115,298 shares; 2025Q4: 114,707 shares; 2026Q1: 115,583 shares; 2026Q2: 17,770 shares 17,770 $1.72M 0.88% -97,813 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: 2,895 shares; 2024Q4: 3,075 shares; 2025Q1: 2,738 shares; 2025Q2: 2,820 shares; 2025Q3: 3,089 shares; 2025Q4: 3,137 shares; 2026Q1: 3,171 shares; 2026Q2: 4,682 shares 4,682 $1.67M 0.86% +1,511 Timeline SPEM 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: 31,375 shares; 2024Q4: 31,148 shares; 2025Q1: 31,145 shares; 2025Q2: 31,150 shares; 2025Q3: 31,441 shares; 2025Q4: 31,343 shares; 2026Q1: 31,274 shares; 2026Q2: 31,301 shares 31,301 $1.62M 0.83% +27 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: 5,534 shares; 2024Q4: 5,510 shares; 2025Q1: 5,398 shares; 2025Q2: 5,454 shares; 2025Q3: 5,437 shares; 2025Q4: 5,335 shares; 2026Q1: 5,386 shares; 2026Q2: 5,307 shares 5,307 $1.61M 0.83% -79 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: 3,556 shares; 2024Q4: 3,716 shares; 2025Q1: 3,793 shares; 2025Q2: 3,931 shares; 2025Q3: 3,998 shares; 2025Q4: 4,080 shares; 2026Q1: 4,209 shares; 2026Q2: 4,139 shares 4,139 $1.54M 0.79% -70 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721 shares; 2024Q4: 730 shares; 2025Q1: 688 shares; 2025Q2: 664 shares; 2025Q3: 694 shares; 2025Q4: 747 shares; 2026Q1: 763 shares; 2026Q2: 766 shares 766 $1.52M 0.78% +3 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,400 shares; 2024Q4: 20,561 shares; 2025Q1: 20,465 shares; 2025Q2: 20,430 shares; 2025Q3: 20,554 shares; 2025Q4: 20,436 shares; 2026Q1: 20,997 shares; 2026Q2: 20,792 shares 20,792 $1.48M 0.76% -205 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,106 shares; 2024Q4: 7,919 shares; 2025Q1: 8,484 shares; 2025Q2: 8,792 shares; 2025Q3: 9,949 shares; 2025Q4: 9,429 shares; 2026Q1: 10,251 shares; 2026Q2: 29,185 shares 29,185 $1.47M 0.76% +18,934 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: 3,331 shares; 2024Q4: 3,319 shares; 2025Q1: 3,302 shares; 2025Q2: 3,369 shares; 2025Q3: 3,376 shares; 2025Q4: 3,383 shares; 2026Q1: 3,413 shares; 2026Q2: 3,435 shares 3,435 $1.43M 0.73% +22 Timeline FDN 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: 5,842 shares; 2024Q4: 5,805 shares; 2025Q1: 5,805 shares; 2025Q2: 5,528 shares; 2025Q3: 5,458 shares; 2025Q4: 5,458 shares; 2026Q1: 5,361 shares; 2026Q2: 5,303 shares 5,303 $1.4M 0.72% -58 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,607 shares; 2024Q4: 14,559 shares; 2025Q1: 14,489 shares; 2025Q2: 14,095 shares; 2025Q3: 13,919 shares; 2025Q4: 13,924 shares; 2026Q1: 13,733 shares; 2026Q2: 13,272 shares 13,272 $1.38M 0.71% -461 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,741 shares; 2024Q4: 74,817 shares; 2025Q1: 79,672 shares; 2025Q2: 85,230 shares; 2025Q3: 85,516 shares; 2025Q4: 85,412 shares; 2026Q1: 87,434 shares; 2026Q2: 15,878 shares 15,878 $1.32M 0.68% -71,556 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,238 shares; 2024Q4: 4,198 shares; 2025Q1: 4,198 shares; 2025Q2: 3,818 shares; 2025Q3: 3,818 shares; 2025Q4: 3,818 shares; 2026Q1: 3,337 shares; 2026Q2: 3,336 shares 3,336 $1.23M 0.64% -1 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: 2,409 shares; 2024Q4: 2,671 shares; 2025Q1: 2,912 shares; 2025Q2: 3,244 shares; 2025Q3: 4,585 shares; 2025Q4: 4,979 shares; 2026Q1: 5,712 shares; 2026Q2: 6,120 shares 6,120 $1.22M 0.63% +408 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,247 shares; 2024Q4: 17,258 shares; 2025Q1: 17,210 shares; 2025Q2: 17,226 shares; 2025Q3: 17,243 shares; 2025Q4: 16,824 shares; 2026Q1: 14,375 shares; 2026Q2: 13,188 shares 13,188 $1.22M 0.63% -1,187 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: 2,870 shares; 2024Q4: 3,053 shares; 2025Q1: 3,664 shares; 2025Q2: 3,818 shares; 2025Q3: 4,852 shares; 2025Q4: 4,484 shares; 2026Q1: 4,793 shares; 2026Q2: 5,116 shares 5,116 $1.22M 0.63% +323 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,015 shares; 2024Q4: 2,021 shares; 2025Q1: 2,025 shares; 2025Q2: 2,037 shares; 2025Q3: 2,029 shares; 2025Q4: 2,036 shares; 2026Q1: 1,896 shares; 2026Q2: 1,897 shares 1,897 $1.2M 0.62% +1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,847 shares; 2024Q4: 2,848 shares; 2025Q1: 2,846 shares; 2025Q2: 2,852 shares; 2025Q3: 2,856 shares; 2025Q4: 2,848 shares; 2026Q1: 2,855 shares; 2026Q2: 2,853 shares 2,853 $1.18M 0.61% -2 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: 2,158 shares; 2024Q4: 2,169 shares; 2025Q1: 2,233 shares; 2025Q2: 2,238 shares; 2025Q3: 2,255 shares; 2025Q4: 2,236 shares; 2026Q1: 2,251 shares; 2026Q2: 2,361 shares 2,361 $1.18M 0.61% +110 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: 3,405 shares; 2024Q4: 3,413 shares; 2025Q1: 3,424 shares; 2025Q2: 3,428 shares; 2025Q3: 3,433 shares; 2025Q4: 3,452 shares; 2026Q1: 3,444 shares; 2026Q2: 3,457 shares 3,457 $1.17M 0.6% +13 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,510 shares; 2025Q3: 7,365 shares; 2025Q4: 7,427 shares; 2026Q1: 7,576 shares; 2026Q2: 7,673 shares 7,673 $1.07M 0.55% +97 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: 7,156 shares; 2024Q4: 7,156 shares; 2025Q1: 6,855 shares; 2025Q2: 6,855 shares; 2025Q3: 6,855 shares; 2025Q4: 5,305 shares; 2026Q1: 5,305 shares; 2026Q2: 5,305 shares 5,305 $1.07M 0.55% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,720 shares; 2024Q4: 5,634 shares; 2025Q1: 6,400 shares; 2025Q2: 7,570 shares; 2025Q3: 7,928 shares; 2025Q4: 8,913 shares; 2026Q1: 9,845 shares; 2026Q2: 10,524 shares 10,524 $925K 0.48% +679 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,634 shares; 2024Q4: 15,671 shares; 2025Q1: 23,476 shares; 2025Q2: 24,243 shares; 2025Q3: 23,907 shares; 2025Q4: 24,249 shares; 2026Q1: 24,533 shares; 2026Q2: 19,030 shares 19,030 $922K 0.47% -5,503 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,741 shares; 2024Q4: 19,784 shares; 2025Q1: 25,055 shares; 2025Q2: 31,196 shares; 2025Q3: 31,319 shares; 2025Q4: 30,951 shares; 2026Q1: 31,578 shares; 2026Q2: 24,385 shares 24,385 $903K 0.46% -7,193 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: 2,952 shares; 2024Q4: 3,063 shares; 2025Q1: 3,153 shares; 2025Q2: 3,068 shares; 2025Q3: 3,199 shares; 2025Q4: 3,223 shares; 2026Q1: 3,287 shares; 2026Q2: 3,329 shares 3,329 $845K 0.44% +42 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,228 shares; 2024Q4: 14,357 shares; 2025Q1: 13,983 shares; 2025Q2: 13,881 shares; 2025Q3: 13,992 shares; 2025Q4: 14,269 shares; 2026Q1: 13,981 shares; 2026Q2: 14,278 shares 14,278 $814K 0.42% +297 Timeline VCIT 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: 14,366 shares; 2024Q4: 14,413 shares; 2025Q1: 10,638 shares; 2025Q2: 10,812 shares; 2025Q3: 10,854 shares; 2025Q4: 10,867 shares; 2026Q1: 11,204 shares; 2026Q2: 9,819 shares 9,819 $812K 0.42% -1,385 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,230 shares; 2024Q4: 51,531 shares; 2025Q1: 54,586 shares; 2025Q2: 57,222 shares; 2025Q3: 57,099 shares; 2025Q4: 56,992 shares; 2026Q1: 56,846 shares; 2026Q2: 49,819 shares 49,819 $791K 0.41% -7,027 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: 4,467 shares; 2024Q4: 4,493 shares; 2025Q1: 4,490 shares; 2025Q2: 4,449 shares; 2025Q3: 4,586 shares; 2025Q4: 4,580 shares; 2026Q1: 4,657 shares; 2026Q2: 4,660 shares 4,660 $772K 0.4% +3 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: 2,135 shares; 2024Q4: 2,146 shares; 2025Q1: 2,140 shares; 2025Q2: 2,193 shares; 2025Q3: 2,230 shares; 2025Q4: 2,175 shares; 2026Q1: 2,104 shares; 2026Q2: 2,188 shares 2,188 $772K 0.4% +84 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,831 shares; 2024Q4: 2,834 shares; 2025Q1: 2,846 shares; 2025Q2: 2,927 shares; 2025Q3: 2,735 shares; 2025Q4: 2,814 shares; 2026Q1: 2,828 shares; 2026Q2: 2,839 shares 2,839 $763K 0.39% +11 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: 4,184 shares; 2024Q4: 4,099 shares; 2025Q1: 4,252 shares; 2025Q2: 4,997 shares; 2025Q3: 5,141 shares; 2025Q4: 5,499 shares; 2026Q1: 5,554 shares; 2026Q2: 5,548 shares 5,548 $759K 0.39% -6 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: 2,558 shares; 2024Q4: 2,555 shares; 2025Q1: 2,549 shares; 2025Q2: 2,566 shares; 2025Q3: 2,582 shares; 2025Q4: 2,504 shares; 2026Q1: 2,521 shares; 2026Q2: 2,536 shares 2,536 $756K 0.39% +15 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: 610 shares; 2024Q4: 645 shares; 2025Q1: 671 shares; 2025Q2: 921 shares; 2025Q3: 1,074 shares; 2025Q4: 1,120 shares; 2026Q1: 1,274 shares; 2026Q2: 1,326 shares 1,326 $747K 0.38% +52 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,073 shares; 2024Q4: 10,109 shares; 2025Q1: 16,610 shares; 2025Q2: 20,501 shares; 2025Q3: 20,538 shares; 2025Q4: 20,271 shares; 2026Q1: 20,584 shares; 2026Q2: 12,583 shares 12,583 $732K 0.38% -8,001 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: 3,662 shares; 2024Q4: 3,673 shares; 2025Q1: 3,726 shares; 2025Q2: 3,459 shares; 2025Q3: 3,476 shares; 2025Q4: 3,514 shares; 2026Q1: 3,533 shares; 2026Q2: 3,536 shares 3,536 $671K 0.35% +3 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,136 shares; 2025Q4: 1,326 shares; 2026Q1: 1,355 shares; 2026Q2: 1,403 shares 1,403 $670K 0.34% +48 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,830 shares; 2024Q4: 8,867 shares; 2025Q1: 8,862 shares; 2025Q2: 8,949 shares; 2025Q3: 8,945 shares; 2025Q4: 8,963 shares; 2026Q1: 8,974 shares; 2026Q2: 8,994 shares 8,994 $669K 0.34% +20 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; 2024Q3: 1,977 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 2,001 shares; 2025Q3: 2,004 shares; 2025Q4: 2,009 shares; 2026Q1: 2,021 shares; 2026Q2: 2,019 shares 2,019 $667K 0.34% -2 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: 1,477 shares; 2024Q4: 1,479 shares; 2025Q1: 1,504 shares; 2025Q2: 1,552 shares; 2025Q3: 1,720 shares; 2025Q4: 1,749 shares; 2026Q1: 1,651 shares; 2026Q2: 1,909 shares 1,909 $655K 0.34% +258 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,611 shares; 2024Q4: 6,668 shares; 2025Q1: 6,659 shares; 2025Q2: 6,737 shares; 2025Q3: 6,741 shares; 2025Q4: 6,803 shares; 2026Q1: 6,849 shares; 2026Q2: 6,765 shares 6,765 $624K 0.32% -84 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: 3,998 shares; 2024Q4: 4,037 shares; 2025Q1: 4,016 shares; 2025Q2: 4,055 shares; 2025Q3: 4,088 shares; 2025Q4: 4,123 shares; 2026Q1: 4,212 shares; 2026Q2: 4,215 shares 4,215 $618K 0.32% +3 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 467 shares; 2025Q2: 465 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 470 shares; 2026Q2: 465 shares 465 $594K 0.31% -5 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: 770 shares; 2024Q4: 776 shares; 2025Q1: 779 shares; 2025Q2: 766 shares; 2025Q3: 771 shares; 2025Q4: 775 shares; 2026Q1: 790 shares; 2026Q2: 762 shares 762 $582K 0.3% -28 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,974 shares; 2024Q4: 1,979 shares; 2025Q1: 1,980 shares; 2025Q2: 1,988 shares; 2025Q3: 1,992 shares; 2025Q4: 1,970 shares; 2026Q1: 1,981 shares; 2026Q2: 1,979 shares 1,979 $580K 0.3% -2 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962 shares; 2024Q4: 968 shares; 2025Q1: 963 shares; 2025Q2: 965 shares; 2025Q3: 971 shares; 2025Q4: 975 shares; 2026Q1: 965 shares; 2026Q2: 968 shares 968 $558K 0.29% +3 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,518 shares; 2024Q4: 3,529 shares; 2025Q1: 3,532 shares; 2025Q2: 3,555 shares; 2025Q3: 3,479 shares; 2025Q4: 2,484 shares; 2026Q1: 2,492 shares; 2026Q2: 2,542 shares 2,542 $555K 0.29% +50 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,008 shares; 2024Q4: 6,847 shares; 2025Q1: 6,817 shares; 2025Q2: 6,794 shares; 2025Q3: 6,744 shares; 2025Q4: 6,686 shares; 2026Q1: 6,718 shares; 2026Q2: 6,757 shares 6,757 $521K 0.27% +39 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,146 shares; 2024Q4: 3,151 shares; 2025Q1: 3,198 shares; 2025Q2: 3,202 shares; 2025Q3: 3,147 shares; 2025Q4: 3,157 shares; 2026Q1: 3,197 shares; 2026Q2: 3,075 shares 3,075 $513K 0.26% -122 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: 724 shares; 2024Q4: 728 shares; 2025Q1: 734 shares; 2025Q2: 737 shares; 2025Q3: 746 shares; 2025Q4: 748 shares; 2026Q1: 750 shares; 2026Q2: 677 shares 677 $512K 0.26% -73 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 912 shares; 2024Q4: 915 shares; 2025Q1: 922 shares; 2025Q2: 905 shares; 2025Q3: 932 shares; 2025Q4: 974 shares; 2026Q1: 979 shares; 2026Q2: 1,003 shares 1,003 $498K 0.26% +24 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: 1,540 shares; 2024Q4: 1,571 shares; 2025Q1: 1,474 shares; 2025Q2: 1,841 shares; 2025Q3: 1,900 shares; 2025Q4: 1,924 shares; 2026Q1: 1,880 shares; 2026Q2: 1,972 shares 1,972 $496K 0.26% +92 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,411 shares; 2024Q4: 4,415 shares; 2025Q1: 4,394 shares; 2025Q2: 4,409 shares; 2025Q3: 4,433 shares; 2025Q4: 4,432 shares; 2026Q1: 4,467 shares; 2026Q2: 4,490 shares 4,490 $467K 0.24% +23 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 559 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 742 shares; 2025Q4: 835 shares; 2026Q1: 922 shares; 2026Q2: 1,049 shares 1,049 $441K 0.23% +127 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,529 shares; 2024Q4: 2,372 shares; 2025Q1: 2,319 shares; 2025Q2: 2,322 shares; 2025Q3: 2,311 shares; 2025Q4: 2,314 shares; 2026Q1: 2,311 shares; 2026Q2: 2,324 shares 2,324 $380K 0.2% +13 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; 2024Q3: 3,388 shares; 2024Q4: not reported; 2025Q1: 3,547 shares; 2025Q2: 3,565 shares; 2025Q3: 3,576 shares; 2025Q4: 3,645 shares; 2026Q1: 3,597 shares; 2026Q2: 3,620 shares 3,620 $374K 0.19% +23 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; 2024Q3: 930 shares; 2024Q4: 931 shares; 2025Q1: 927 shares; 2025Q2: 1,005 shares; 2025Q3: 1,065 shares; 2025Q4: 1,054 shares; 2026Q1: 1,034 shares; 2026Q2: 1,060 shares 1,060 $365K 0.19% +26 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,454 shares; 2024Q4: 10,757 shares; 2025Q1: 10,725 shares; 2025Q2: 10,866 shares; 2025Q3: 5,816 shares; 2025Q4: 5,832 shares; 2026Q1: 5,934 shares; 2026Q2: 5,982 shares 5,982 $361K 0.19% +48 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 3,878 shares; 2025Q3: 3,880 shares; 2025Q4: 3,854 shares; 2026Q1: 3,859 shares; 2026Q2: 3,867 shares 3,867 $353K 0.18% +8 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,902 shares; 2025Q2: not reported; 2025Q3: 1,905 shares; 2025Q4: 2,968 shares; 2026Q1: 2,971 shares; 2026Q2: 2,988 shares 2,988 $349K 0.18% +17 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,314 shares; 2025Q3: 2,317 shares; 2025Q4: 2,342 shares; 2026Q1: 2,343 shares; 2026Q2: 2,346 shares 2,346 $343K 0.18% +3 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,193 shares; 2024Q4: 1,200 shares; 2025Q1: 1,232 shares; 2025Q2: 1,240 shares; 2025Q3: 1,249 shares; 2025Q4: 1,227 shares; 2026Q1: 1,259 shares; 2026Q2: 1,240 shares 1,240 $335K 0.17% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,466 shares; 2026Q1: 1,591 shares; 2026Q2: 2,184 shares 2,184 $320K 0.16% +593 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,095 shares; 2025Q2: 1,094 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares; 2026Q1: 1,098 shares; 2026Q2: 1,099 shares 1,099 $319K 0.16% +1 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,817 shares; 2026Q1: 1,817 shares; 2026Q2: 1,817 shares 1,817 $298K 0.15% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,176 shares; 2024Q4: 3,416 shares; 2025Q1: 3,672 shares; 2025Q2: 3,854 shares; 2025Q3: 4,140 shares; 2025Q4: 4,975 shares; 2026Q1: 4,469 shares; 2026Q2: 2,962 shares 2,962 $293K 0.15% -1,507 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,353 shares; 2024Q4: 22,279 shares; 2025Q1: 22,532 shares; 2025Q2: 22,312 shares; 2025Q3: 22,093 shares; 2025Q4: 13,423 shares; 2026Q1: 11,945 shares; 2026Q2: 11,764 shares 11,764 $289K 0.15% -181 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,292 shares; 2026Q2: 1,382 shares 1,382 $284K 0.15% +90 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,535 shares; 2024Q4: 1,539 shares; 2025Q1: 1,474 shares; 2025Q2: 1,482 shares; 2025Q3: 1,485 shares; 2025Q4: 1,498 shares; 2026Q1: 1,460 shares; 2026Q2: 1,427 shares 1,427 $277K 0.14% -33 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,212 shares; 2024Q4: 29,314 shares; 2025Q1: 29,326 shares; 2025Q2: 29,484 shares; 2025Q3: 29,385 shares; 2025Q4: 29,237 shares; 2026Q1: 29,271 shares; 2026Q2: 29,230 shares 29,230 $273K 0.14% -41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 523 shares 523 $271K 0.14% +23 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; 2024Q3: 1,299 shares; 2024Q4: 1,289 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares; 2026Q1: 1,123 shares; 2026Q2: 1,110 shares 1,110 $270K 0.14% -13 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: 269 shares; 2026Q1: 268 shares; 2026Q2: 271 shares 271 $265K 0.14% +3 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,536 shares; 2024Q4: 6,520 shares; 2025Q1: 6,493 shares; 2025Q2: 7,278 shares; 2025Q3: 5,996 shares; 2025Q4: 5,199 shares; 2026Q1: not reported; 2026Q2: 5,392 shares 5,392 $258K 0.13% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,114 shares 1,114 $249K 0.13% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,114 shares 1,114 $246K 0.13% new 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: 1,292 shares; 2026Q2: 1,293 shares 1,293 $245K 0.13% +1 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,120 shares 5,120 $240K 0.12% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204 shares 204 $235K 0.12% 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: 763 shares 763 $230K 0.12% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,992 shares; 2025Q1: 2,064 shares; 2025Q2: 2,096 shares; 2025Q3: 1,905 shares; 2025Q4: 2,028 shares; 2026Q1: 2,043 shares; 2026Q2: 2,132 shares 2,132 $229K 0.12% +89 Timeline ACWI 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: 1,959 shares; 2026Q2: 1,448 shares 1,448 $227K 0.12% -511 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 305 shares 305 $221K 0.11% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 508 shares 508 $216K 0.11% new Timeline