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: 626,951 shares; 2024Q4: 643,510 shares; 2025Q1: 647,523 shares; 2025Q2: 628,970 shares; 2025Q3: 623,564 shares; 2025Q4: 639,762 shares; 2026Q1: 622,528 shares; 2026Q2: 622,528 shares 622,528 $582M 73.18% 0 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: 133,485 shares; 2024Q4: 139,780 shares; 2025Q1: 148,187 shares; 2025Q2: 137,777 shares; 2025Q3: 144,973 shares; 2025Q4: 160,987 shares; 2026Q1: 173,761 shares; 2026Q2: 180,564 shares 180,564 $15M 1.88% +6,803 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: 63,472 shares; 2024Q4: 65,419 shares; 2025Q1: 71,071 shares; 2025Q2: 76,498 shares; 2025Q3: 81,289 shares; 2025Q4: 75,321 shares; 2026Q1: 68,456 shares; 2026Q2: 65,479 shares 65,479 $14.3M 1.79% -2,977 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: 11,017 shares; 2024Q4: 11,165 shares; 2025Q1: 11,406 shares; 2025Q2: 11,918 shares; 2025Q3: 12,278 shares; 2025Q4: 13,978 shares; 2026Q1: 16,350 shares; 2026Q2: 17,224 shares 17,224 $12.9M 1.62% +874 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: 18,142 shares; 2025Q3: 18,142 shares; 2025Q4: 129,571 shares; 2026Q1: 241,364 shares; 2026Q2: 280,396 shares 280,396 $11.3M 1.41% +39,032 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: 16,989 shares; 2024Q4: 17,197 shares; 2025Q1: 17,978 shares; 2025Q2: 18,354 shares; 2025Q3: 19,006 shares; 2025Q4: 17,097 shares; 2026Q1: 16,909 shares; 2026Q2: 101,551 shares 101,551 $8.75M 1.1% +84,642 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: 11,436 shares; 2024Q4: 11,326 shares; 2025Q1: 11,782 shares; 2025Q2: 12,123 shares; 2025Q3: 12,628 shares; 2025Q4: 17,819 shares; 2026Q1: 18,490 shares; 2026Q2: 19,457 shares 19,457 $7.26M 0.91% +967 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: 20,003 shares; 2024Q4: 19,716 shares; 2025Q1: 20,383 shares; 2025Q2: 22,017 shares; 2025Q3: 22,038 shares; 2025Q4: 23,288 shares; 2026Q1: 24,757 shares; 2026Q2: 23,327 shares 23,327 $6.75M 0.85% -1,430 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: 17,533 shares; 2024Q4: 18,428 shares; 2025Q1: 17,626 shares; 2025Q2: 17,815 shares; 2025Q3: 17,979 shares; 2025Q4: 19,952 shares; 2026Q1: 22,280 shares; 2026Q2: 24,218 shares 24,218 $5.77M 0.73% +1,938 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: 13,610 shares; 2024Q4: 13,559 shares; 2025Q1: 13,659 shares; 2025Q2: 14,099 shares; 2025Q3: 14,255 shares; 2025Q4: 14,168 shares; 2026Q1: 14,352 shares; 2026Q2: 14,699 shares 14,699 $5.19M 0.65% +347 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,311 shares; 2024Q4: 113,938 shares; 2025Q1: 126,632 shares; 2025Q2: 132,607 shares; 2025Q3: 137,450 shares; 2025Q4: 149,553 shares; 2026Q1: 157,588 shares; 2026Q2: 153,468 shares 153,468 $4.87M 0.61% -4,120 Timeline JPIE 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: 4,692 shares; 2025Q2: 4,837 shares; 2025Q3: 4,949 shares; 2025Q4: 6,877 shares; 2026Q1: 13,759 shares; 2026Q2: 77,189 shares 77,189 $3.55M 0.45% +63,430 Timeline JIVE 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: 14,988 shares; 2026Q1: 30,652 shares; 2026Q2: 37,225 shares 37,225 $3.42M 0.43% +6,573 Timeline FSMD 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: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 30,720 shares; 2026Q1: 56,763 shares; 2026Q2: 64,562 shares 64,562 $3.41M 0.43% +7,799 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,600 shares; 2024Q4: 79,547 shares; 2025Q1: 90,325 shares; 2025Q2: 92,492 shares; 2025Q3: 96,768 shares; 2025Q4: 105,245 shares; 2026Q1: 121,016 shares; 2026Q2: 120,054 shares 120,054 $3.32M 0.42% -962 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: 9,020 shares; 2024Q4: 9,019 shares; 2025Q1: 9,922 shares; 2025Q2: 10,413 shares; 2025Q3: 10,614 shares; 2025Q4: 11,447 shares; 2026Q1: 12,449 shares; 2026Q2: 13,659 shares 13,659 $3.23M 0.41% +1,210 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: 12,221 shares; 2024Q4: 14,348 shares; 2025Q1: 12,764 shares; 2025Q2: 14,262 shares; 2025Q3: 13,734 shares; 2025Q4: 13,899 shares; 2026Q1: 15,444 shares; 2026Q2: 16,083 shares 16,083 $3.22M 0.4% +639 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,979 shares; 2024Q4: 185,689 shares; 2025Q1: 199,037 shares; 2025Q2: 190,143 shares; 2025Q3: 201,897 shares; 2025Q4: 141,342 shares; 2026Q1: 86,179 shares; 2026Q2: 63,291 shares 63,291 $3.14M 0.39% -22,888 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: 90,732 shares; 2024Q4: 95,411 shares; 2025Q1: 100,181 shares; 2025Q2: 95,240 shares; 2025Q3: 100,971 shares; 2025Q4: 69,090 shares; 2026Q1: 41,832 shares; 2026Q2: 30,998 shares 30,998 $2.99M 0.38% -10,834 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,208 shares; 2024Q4: 47,128 shares; 2025Q1: 49,830 shares; 2025Q2: 52,384 shares; 2025Q3: 55,140 shares; 2025Q4: 40,683 shares; 2026Q1: 26,206 shares; 2026Q2: 20,599 shares 20,599 $2.92M 0.37% -5,607 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: 5,840 shares; 2024Q4: 6,457 shares; 2025Q1: 6,800 shares; 2025Q2: 6,537 shares; 2025Q3: 6,177 shares; 2025Q4: 7,020 shares; 2026Q1: 6,814 shares; 2026Q2: 7,262 shares 7,262 $2.74M 0.34% +448 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: 21,128 shares; 2024Q4: 21,399 shares; 2025Q1: 21,786 shares; 2025Q2: 22,547 shares; 2025Q3: 22,745 shares; 2025Q4: 24,080 shares; 2026Q1: 24,605 shares; 2026Q2: 20,846 shares 20,846 $2.45M 0.31% -3,759 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,377 shares; 2024Q4: 4,380 shares; 2025Q1: 5,002 shares; 2025Q2: 5,256 shares; 2025Q3: 5,384 shares; 2025Q4: 5,470 shares; 2026Q1: 5,728 shares; 2026Q2: 6,746 shares 6,746 $2.41M 0.3% +1,018 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,125 shares; 2024Q4: 6,122 shares; 2025Q1: 6,686 shares; 2025Q2: 6,852 shares; 2025Q3: 6,932 shares; 2025Q4: 7,092 shares; 2026Q1: 7,480 shares; 2026Q2: 7,469 shares 7,469 $2.26M 0.28% -11 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,295 shares; 2024Q4: 21,180 shares; 2025Q1: 26,171 shares; 2025Q2: 30,114 shares; 2025Q3: 31,899 shares; 2025Q4: 28,990 shares; 2026Q1: 27,333 shares; 2026Q2: 28,919 shares 28,919 $2.16M 0.27% +1,586 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: 16,998 shares; 2024Q4: 17,820 shares; 2025Q1: 18,765 shares; 2025Q2: 19,724 shares; 2025Q3: 21,116 shares; 2025Q4: 23,584 shares; 2026Q1: 25,632 shares; 2026Q2: 26,545 shares 26,545 $2.16M 0.27% +913 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: 4,887 shares; 2024Q4: 5,042 shares; 2025Q1: 5,883 shares; 2025Q2: 6,413 shares; 2025Q3: 6,834 shares; 2025Q4: 6,886 shares; 2026Q1: 7,423 shares; 2026Q2: 6,935 shares 6,935 $2.07M 0.26% -488 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: 3,988 shares; 2024Q4: 4,001 shares; 2025Q1: 5,139 shares; 2025Q2: 12,984 shares; 2025Q3: 14,473 shares; 2025Q4: 14,822 shares; 2026Q1: 15,173 shares; 2026Q2: 15,776 shares 15,776 $2.03M 0.25% +603 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: 3,664 shares; 2024Q4: 3,793 shares; 2025Q1: 4,912 shares; 2025Q2: 13,019 shares; 2025Q3: 13,307 shares; 2025Q4: 14,136 shares; 2026Q1: 14,219 shares; 2026Q2: 14,806 shares 14,806 $2.02M 0.25% +587 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,179 shares; 2024Q4: 67,875 shares; 2025Q1: 67,358 shares; 2025Q2: 67,729 shares; 2025Q3: 67,099 shares; 2025Q4: 67,095 shares; 2026Q1: 58,110 shares; 2026Q2: 57,289 shares 57,289 $1.99M 0.25% -821 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: 3,608 shares; 2024Q4: 3,489 shares; 2025Q1: 3,820 shares; 2025Q2: 4,035 shares; 2025Q3: 4,269 shares; 2025Q4: 4,784 shares; 2026Q1: 5,022 shares; 2026Q2: 5,366 shares 5,366 $1.89M 0.24% +344 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: 38,783 shares 38,783 $1.82M 0.23% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,369 shares; 2024Q4: 38,473 shares; 2025Q1: 43,397 shares; 2025Q2: 48,312 shares; 2025Q3: 52,104 shares; 2025Q4: 48,444 shares; 2026Q1: 43,401 shares; 2026Q2: 46,945 shares 46,945 $1.78M 0.22% +3,544 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,618 shares; 2024Q4: 25,757 shares; 2025Q1: 25,897 shares; 2025Q2: 42,953 shares; 2025Q3: 42,750 shares; 2025Q4: 39,336 shares; 2026Q1: 38,661 shares; 2026Q2: 38,183 shares 38,183 $1.74M 0.22% -478 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: 3,189 shares; 2024Q4: 3,339 shares; 2025Q1: 3,629 shares; 2025Q2: 4,291 shares; 2025Q3: 4,610 shares; 2025Q4: 4,638 shares; 2026Q1: 4,717 shares; 2026Q2: 4,801 shares 4,801 $1.74M 0.22% +84 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,682 shares; 2024Q4: 23,208 shares; 2025Q1: 15,735 shares; 2025Q2: 13,245 shares; 2025Q3: 16,618 shares; 2025Q4: 14,125 shares; 2026Q1: 12,860 shares; 2026Q2: 15,992 shares 15,992 $1.61M 0.2% +3,132 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: 6,484 shares; 2024Q4: 6,810 shares; 2025Q1: 7,765 shares; 2025Q2: 9,273 shares; 2025Q3: 9,830 shares; 2025Q4: 10,618 shares; 2026Q1: 11,185 shares; 2026Q2: 11,737 shares 11,737 $1.59M 0.2% +552 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: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 1,021 shares; 2025Q3: 1,085 shares; 2025Q4: 1,091 shares; 2026Q1: 1,160 shares; 2026Q2: 1,318 shares 1,318 $1.58M 0.2% +158 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: 3,195 shares; 2024Q4: 3,211 shares; 2025Q1: 3,793 shares; 2025Q2: 3,913 shares; 2025Q3: 4,031 shares; 2025Q4: 4,021 shares; 2026Q1: 4,094 shares; 2026Q2: 4,678 shares 4,678 $1.53M 0.19% +584 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: 30,358 shares; 2024Q4: 31,261 shares; 2025Q1: 33,863 shares; 2025Q2: 35,868 shares; 2025Q3: 38,633 shares; 2025Q4: 25,979 shares; 2026Q1: 14,380 shares; 2026Q2: 10,269 shares 10,269 $1.52M 0.19% -4,111 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: 16,527 shares; 2024Q4: 16,831 shares; 2025Q1: 17,906 shares; 2025Q2: 18,443 shares; 2025Q3: 19,649 shares; 2025Q4: 17,817 shares; 2026Q1: 15,894 shares; 2026Q2: 16,637 shares 16,637 $1.49M 0.19% +743 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: 6,684 shares; 2024Q4: 5,890 shares; 2025Q1: 6,665 shares; 2025Q2: 7,673 shares; 2025Q3: 8,259 shares; 2025Q4: 8,595 shares; 2026Q1: 8,964 shares; 2026Q2: 9,000 shares 9,000 $1.49M 0.19% +36 Timeline BBIN 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: 19,857 shares; 2024Q4: 20,238 shares; 2025Q1: 20,187 shares; 2025Q2: 19,632 shares; 2025Q3: 19,426 shares; 2025Q4: 19,216 shares; 2026Q1: 19,209 shares; 2026Q2: 19,072 shares 19,072 $1.49M 0.19% -137 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: 3,737 shares; 2024Q4: 3,785 shares; 2025Q1: 4,385 shares; 2025Q2: 5,062 shares; 2025Q3: 5,255 shares; 2025Q4: 6,316 shares; 2026Q1: 7,111 shares; 2026Q2: 9,896 shares 9,896 $1.45M 0.18% +2,785 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: 1,942 shares; 2024Q4: 2,033 shares; 2025Q1: 2,259 shares; 2025Q2: 2,511 shares; 2025Q3: 2,694 shares; 2025Q4: 2,811 shares; 2026Q1: 2,755 shares; 2026Q2: 2,765 shares 2,765 $1.41M 0.18% +10 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,218 shares; 2025Q3: 39,973 shares; 2025Q4: 38,603 shares; 2026Q1: 38,402 shares; 2026Q2: 38,012 shares 38,012 $1.38M 0.17% -390 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,282 shares; 2024Q4: 19,140 shares; 2025Q1: 18,895 shares; 2025Q2: 16,104 shares; 2025Q3: 15,804 shares; 2025Q4: 14,704 shares; 2026Q1: 13,795 shares; 2026Q2: 13,701 shares 13,701 $1.28M 0.16% -94 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,061 shares; 2024Q4: 15,822 shares; 2025Q1: 16,298 shares; 2025Q2: 19,293 shares; 2025Q3: 20,267 shares; 2025Q4: 23,500 shares; 2026Q1: 24,395 shares; 2026Q2: 21,378 shares 21,378 $1.23M 0.15% -3,017 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: 18,364 shares; 2024Q4: 19,347 shares; 2025Q1: 20,780 shares; 2025Q2: 23,106 shares; 2025Q3: 25,004 shares; 2025Q4: 27,680 shares; 2026Q1: 30,519 shares; 2026Q2: 28,872 shares 28,872 $1.22M 0.15% -1,647 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: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,529 shares; 2026Q1: 1,599 shares; 2026Q2: 1,598 shares 1,598 $1.18M 0.15% -1 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: 3,016 shares; 2024Q4: 3,091 shares; 2025Q1: 3,549 shares; 2025Q2: 3,360 shares; 2025Q3: 3,514 shares; 2025Q4: 3,805 shares; 2026Q1: 3,808 shares; 2026Q2: 4,623 shares 4,623 $1.17M 0.15% +815 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: 3,428 shares; 2024Q4: 3,735 shares; 2025Q1: 4,392 shares; 2025Q2: 5,935 shares; 2025Q3: 6,361 shares; 2025Q4: 6,378 shares; 2026Q1: 6,788 shares; 2026Q2: 4,504 shares 4,504 $1.13M 0.14% -2,284 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: 858 shares; 2024Q4: 892 shares; 2025Q1: 906 shares; 2025Q2: 747 shares; 2025Q3: 790 shares; 2025Q4: 953 shares; 2026Q1: 1,257 shares; 2026Q2: 1,829 shares 1,829 $1.03M 0.13% +572 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: 2,784 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares; 2026Q1: 2,770 shares; 2026Q2: 2,770 shares 2,770 $1.02M 0.13% 0 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: 915 shares; 2024Q4: 915 shares; 2025Q1: 1,091 shares; 2025Q2: 1,085 shares; 2025Q3: 895 shares; 2025Q4: 990 shares; 2026Q1: 2,590 shares; 2026Q2: 2,372 shares 2,372 $998K 0.13% -218 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: 742 shares; 2024Q4: 756 shares; 2025Q1: 912 shares; 2025Q2: 1,089 shares; 2025Q3: 1,016 shares; 2025Q4: 1,211 shares; 2026Q1: 1,287 shares; 2026Q2: 2,339 shares 2,339 $972K 0.12% +1,052 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,936 shares; 2024Q4: 1,936 shares; 2025Q1: 2,436 shares; 2025Q2: 1,936 shares; 2025Q3: 2,019 shares; 2025Q4: 1,943 shares; 2026Q1: 1,943 shares; 2026Q2: 1,943 shares 1,943 $972K 0.12% 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: 11,913 shares; 2024Q4: 12,239 shares; 2025Q1: 12,024 shares; 2025Q2: 11,346 shares; 2025Q3: 11,733 shares; 2025Q4: 12,568 shares; 2026Q1: 12,229 shares; 2026Q2: 10,987 shares 10,987 $966K 0.12% -1,242 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,201 shares; 2024Q4: 3,201 shares; 2025Q1: 3,201 shares; 2025Q2: 3,201 shares; 2025Q3: 3,201 shares; 2025Q4: 3,201 shares; 2026Q1: 3,201 shares; 2026Q2: 3,202 shares 3,202 $945K 0.12% +1 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: 11,366 shares; 2024Q4: 11,366 shares; 2025Q1: 11,366 shares; 2025Q2: 11,366 shares; 2025Q3: 11,366 shares; 2025Q4: 11,366 shares; 2026Q1: 11,405 shares; 2026Q2: 11,367 shares 11,367 $913K 0.11% -38 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: 1,830 shares; 2024Q4: 1,855 shares; 2025Q1: 2,167 shares; 2025Q2: 2,325 shares; 2025Q3: 2,290 shares; 2025Q4: 2,363 shares; 2026Q1: 2,531 shares; 2026Q2: 2,645 shares 2,645 $907K 0.11% +114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,173 shares; 2025Q4: 4,529 shares; 2026Q1: 4,868 shares; 2026Q2: 4,754 shares 4,754 $902K 0.11% -114 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,619 shares; 2025Q1: 9,619 shares; 2025Q2: 7,497 shares; 2025Q3: 6,665 shares; 2025Q4: 6,836 shares; 2026Q1: 14,402 shares; 2026Q2: 17,421 shares 17,421 $880K 0.11% +3,019 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,223 shares; 2025Q2: 15,439 shares; 2025Q3: 18,173 shares; 2025Q4: 20,372 shares; 2026Q1: 21,308 shares; 2026Q2: 27,274 shares 27,274 $869K 0.11% +5,966 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: 36,482 shares; 2024Q4: 37,671 shares; 2025Q1: 40,119 shares; 2025Q2: 42,448 shares; 2025Q3: 45,186 shares; 2025Q4: 31,538 shares; 2026Q1: 15,438 shares; 2026Q2: 8,677 shares 8,677 $837K 0.11% -6,761 Timeline FUTY 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: 13,915 shares; 2025Q3: 16,279 shares; 2025Q4: 18,261 shares; 2026Q1: 21,741 shares; 2026Q2: 14,013 shares 14,013 $819K 0.1% -7,728 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 16,452 shares; 2026Q1: 40,080 shares; 2026Q2: 63,686 shares 63,686 $757K 0.1% +23,606 Timeline VTWO 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: 6,265 shares; 2024Q4: 6,380 shares; 2025Q1: 6,468 shares; 2025Q2: 6,735 shares; 2025Q3: 6,704 shares; 2025Q4: 6,703 shares; 2026Q1: 6,376 shares; 2026Q2: 6,233 shares 6,233 $757K 0.1% -143 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 9,363 shares 9,363 $709K 0.09% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,149 shares; 2024Q4: 14,355 shares; 2025Q1: 14,681 shares; 2025Q2: 12,606 shares; 2025Q3: 12,609 shares; 2025Q4: 12,243 shares; 2026Q1: 12,481 shares; 2026Q2: 11,820 shares 11,820 $706K 0.09% -661 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,485 shares; 2024Q4: 3,751 shares; 2025Q1: 4,265 shares; 2025Q2: 4,240 shares; 2025Q3: 4,368 shares; 2025Q4: 4,132 shares; 2026Q1: 3,754 shares; 2026Q2: 2,705 shares 2,705 $705K 0.09% -1,049 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: 1,479 shares; 2024Q4: 1,534 shares; 2025Q1: 1,762 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares; 2026Q1: not reported; 2026Q2: 3,566 shares 3,566 $659K 0.08% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,414 shares; 2025Q3: 12,368 shares; 2025Q4: 13,836 shares; 2026Q1: 14,825 shares; 2026Q2: 13,884 shares 13,884 $645K 0.08% -941 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: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 830 shares; 2025Q3: 765 shares; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares; 2026Q2: 8,441 shares 8,441 $603K 0.08% +1,991 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,589 shares; 2024Q4: 4,880 shares; 2025Q1: 5,326 shares; 2025Q2: 6,237 shares; 2025Q3: 6,709 shares; 2025Q4: 6,495 shares; 2026Q1: 7,078 shares; 2026Q2: 4,421 shares 4,421 $574K 0.07% -2,657 Timeline JPST 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: 9,697 shares; 2025Q1: 9,713 shares; 2025Q2: 7,608 shares; 2025Q3: 6,010 shares; 2025Q4: 5,990 shares; 2026Q1: 6,009 shares; 2026Q2: 11,046 shares 11,046 $559K 0.07% +5,037 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: 2,534 shares; 2024Q4: 2,473 shares; 2025Q1: 2,950 shares; 2025Q2: 2,640 shares; 2025Q3: 5,840 shares; 2025Q4: 5,478 shares; 2026Q1: 5,423 shares; 2026Q2: 5,424 shares 5,424 $554K 0.07% +1 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: 5,763 shares; 2024Q4: 6,230 shares; 2025Q1: 7,292 shares; 2025Q2: 7,941 shares; 2025Q3: 6,844 shares; 2025Q4: 8,073 shares; 2026Q1: 8,381 shares; 2026Q2: 5,127 shares 5,127 $551K 0.07% -3,254 Timeline VONG 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: 3,592 shares; 2024Q4: 3,579 shares; 2025Q1: 3,589 shares; 2025Q2: 4,804 shares; 2025Q3: 4,767 shares; 2025Q4: 4,312 shares; 2026Q1: 4,310 shares; 2026Q2: 4,259 shares 4,259 $544K 0.07% -51 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $518K 0.07% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 3,423 shares; 2026Q1: 3,423 shares; 2026Q2: 3,423 shares 3,423 $502K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,502 shares 5,502 $499K 0.06% new 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: 859 shares; 2025Q4: 859 shares; 2026Q1: 859 shares; 2026Q2: 1,009 shares 1,009 $482K 0.06% +150 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: 1,569 shares 1,569 $467K 0.06% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,113 shares; 2024Q4: 4,244 shares; 2025Q1: 4,455 shares; 2025Q2: 6,210 shares; 2025Q3: 6,970 shares; 2025Q4: 7,481 shares; 2026Q1: 8,379 shares; 2026Q2: 5,363 shares 5,363 $466K 0.06% -3,016 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares; 2026Q1: 424 shares; 2026Q2: 427 shares 427 $455K 0.06% +3 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,604 shares; 2024Q4: 5,851 shares; 2025Q1: 6,316 shares; 2025Q2: 12,812 shares; 2025Q3: 13,366 shares; 2025Q4: 13,688 shares; 2026Q1: 14,234 shares; 2026Q2: 9,213 shares 9,213 $442K 0.06% -5,021 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,231 shares; 2024Q4: 6,201 shares; 2025Q1: 6,153 shares; 2025Q2: 6,764 shares; 2025Q3: 6,670 shares; 2025Q4: 6,670 shares; 2026Q1: 6,834 shares; 2026Q2: 6,940 shares 6,940 $435K 0.05% +106 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: 497 shares; 2024Q4: 495 shares; 2025Q1: 487 shares; 2025Q2: 469 shares; 2025Q3: 456 shares; 2025Q4: 455 shares; 2026Q1: 454 shares; 2026Q2: 3,632 shares 3,632 $434K 0.05% +3,178 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,826 shares 1,826 $409K 0.05% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,761 shares 3,761 $391K 0.05% new 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: 7,086 shares; 2024Q4: 7,752 shares; 2025Q1: 7,809 shares; 2025Q2: 7,490 shares; 2025Q3: 7,551 shares; 2025Q4: 6,771 shares; 2026Q1: 5,958 shares; 2026Q2: 5,462 shares 5,462 $389K 0.05% -496 Timeline VDC 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: 1,659 shares; 2024Q4: 1,659 shares; 2025Q1: 1,659 shares; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,659 shares; 2026Q1: 1,659 shares; 2026Q2: 1,659 shares 1,659 $374K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,374 shares; 2026Q2: 2,567 shares 2,567 $359K 0.05% +193 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE 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: 2,987 shares 2,987 $351K 0.04% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 769 shares; 2025Q3: not reported; 2025Q4: 1,058 shares; 2026Q1: 1,157 shares; 2026Q2: 1,245 shares 1,245 $350K 0.04% +88 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,117 shares; 2024Q4: 3,117 shares; 2025Q1: 3,117 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares; 2025Q4: 3,117 shares; 2026Q1: 3,117 shares; 2026Q2: 3,117 shares 3,117 $344K 0.04% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. 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: 8,680 shares; 2026Q1: 9,978 shares; 2026Q2: 10,920 shares 10,920 $343K 0.04% +942 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 2,063 shares; 2026Q2: 3,000 shares 3,000 $343K 0.04% +937 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,214 shares; 2024Q4: 29,514 shares; 2025Q1: 35,945 shares; 2025Q2: 37,500 shares; 2025Q3: 39,400 shares; 2025Q4: 37,365 shares; 2026Q1: 36,285 shares; 2026Q2: 22,726 shares 22,726 $316K 0.04% -13,559 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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: 659 shares; 2026Q1: 827 shares; 2026Q2: 888 shares 888 $315K 0.04% +61 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X 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: not reported; 2026Q2: 5,191 shares 5,191 $310K 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,255 shares; 2025Q1: 1,369 shares; 2025Q2: 708 shares; 2025Q3: 665 shares; 2025Q4: 590 shares; 2026Q1: 367 shares; 2026Q2: 319 shares 319 $307K 0.04% -48 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,943 shares; 2024Q4: 3,017 shares; 2025Q1: 3,164 shares; 2025Q2: 3,530 shares; 2025Q3: 3,893 shares; 2025Q4: 4,421 shares; 2026Q1: 4,770 shares; 2026Q2: 3,053 shares 3,053 $300K 0.04% -1,717 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,389 shares 2,389 $297K 0.04% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,561 shares; 2024Q4: 2,694 shares; 2025Q1: 2,750 shares; 2025Q2: 3,152 shares; 2025Q3: 3,472 shares; 2025Q4: 3,890 shares; 2026Q1: 4,332 shares; 2026Q2: 2,693 shares 2,693 $296K 0.04% -1,639 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP 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: 4,004 shares 4,004 $288K 0.04% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,082 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,059 shares; 2025Q4: 6,059 shares; 2026Q1: 6,035 shares; 2026Q2: 5,990 shares 5,990 $285K 0.04% -45 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: 520 shares; 2024Q4: 559 shares; 2025Q1: 645 shares; 2025Q2: 726 shares; 2025Q3: 781 shares; 2025Q4: 812 shares; 2026Q1: 861 shares; 2026Q2: 542 shares 542 $281K 0.04% -319 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 446 shares; 2025Q4: 441 shares; 2026Q1: 441 shares; 2026Q2: 441 shares 441 $280K 0.04% 0 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: 406 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 237 shares; 2026Q2: 238 shares 238 $279K 0.04% +1 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: 659 shares; 2024Q4: 674 shares; 2025Q1: 705 shares; 2025Q2: 670 shares; 2025Q3: 710 shares; 2025Q4: 742 shares; 2026Q1: 788 shares; 2026Q2: 526 shares 526 $270K 0.03% -262 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,067 shares; 2024Q4: 24,590 shares; 2025Q1: 26,257 shares; 2025Q2: 20,297 shares; 2025Q3: 19,467 shares; 2025Q4: 16,967 shares; 2026Q1: 13,087 shares; 2026Q2: 5,319 shares 5,319 $269K 0.03% -7,768 Timeline RWO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,943 shares; 2025Q3: 5,843 shares; 2025Q4: 5,736 shares; 2026Q1: 5,348 shares; 2026Q2: 5,236 shares 5,236 $260K 0.03% -112 Timeline MTB M & T BK CORP More: the full row for M & T BK 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: 1,197 shares; 2026Q2: 1,087 shares 1,087 $259K 0.03% -110 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: 775 shares; 2024Q4: not reported; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 760 shares 760 $251K 0.03% -15 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: 664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 874 shares; 2026Q1: 805 shares; 2026Q2: 841 shares 841 $227K 0.03% +36 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 1,395 shares; 2026Q1: not reported; 2026Q2: 1,395 shares 1,395 $227K 0.03% 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: 530 shares 530 $226K 0.03% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 2,465 shares; 2026Q2: 2,669 shares 2,669 $221K 0.03% +204 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,712 shares 2,712 $219K 0.03% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,622 shares; 2025Q4: 3,622 shares; 2026Q1: 3,553 shares; 2026Q2: 3,553 shares 3,553 $216K 0.03% 0 Timeline MKSI MKS INC. More: the full row for MKS 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: 475 shares 475 $211K 0.03% new Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS 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: 2,375 shares; 2026Q2: 2,350 shares 2,350 $208K 0.03% -25 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,002 shares 9,002 $208K 0.03% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,642 shares 3,642 $208K 0.03% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD 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: 1,644 shares; 2026Q2: 2,129 shares 2,129 $204K 0.03% +485 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,334 shares; 2026Q2: 35,000 shares 35,000 $162K 0.02% -1,334 Timeline UIS UNISYS CORP More: the full row for UNISYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,292 shares; 2025Q3: 17,292 shares; 2025Q4: 17,292 shares; 2026Q1: 17,292 shares; 2026Q2: 17,292 shares 17,292 $63.3K 0.01% 0 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE 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: 25,000 shares 25,000 $45.5K 0.01% new Timeline