AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 88,581 shares; 2025Q1: 96,381 shares; 2025Q2: 95,025 shares; 2025Q3: 97,011 shares; 2025Q4: 99,778 shares; 2026Q1: 102,387 shares; 2026Q2: 101,024 shares 101,024 $29.2M 6.1% -1,363 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 269,639 shares; 2025Q1: 272,701 shares; 2025Q2: 480,737 shares; 2025Q3: 718,601 shares; 2025Q4: 847,396 shares; 2026Q1: 951,855 shares; 2026Q2: 1,171,182 shares 1,171,182 $27.8M 5.81% +219,327 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: not loaded; 2024Q4: 48,699 shares; 2025Q1: 48,993 shares; 2025Q2: 48,139 shares; 2025Q3: 50,678 shares; 2025Q4: 52,455 shares; 2026Q1: 56,251 shares; 2026Q2: 58,070 shares 58,070 $21.7M 4.52% +1,819 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: not loaded; 2024Q4: 65,249 shares; 2025Q1: 63,693 shares; 2025Q2: 61,445 shares; 2025Q3: 60,525 shares; 2025Q4: 63,216 shares; 2026Q1: 65,029 shares; 2026Q2: 59,566 shares 59,566 $19.5M 4.07% -5,463 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: not loaded; 2024Q4: 60,842 shares; 2025Q1: 64,592 shares; 2025Q2: 64,939 shares; 2025Q3: 61,103 shares; 2025Q4: 60,822 shares; 2026Q1: 60,532 shares; 2026Q2: 51,544 shares 51,544 $19.5M 4.06% -8,988 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 loaded; 2024Q4: 24,734 shares; 2025Q1: 35,333 shares; 2025Q2: 40,539 shares; 2025Q3: 45,029 shares; 2025Q4: 50,180 shares; 2026Q1: 52,672 shares; 2026Q2: 52,854 shares 52,854 $18.7M 3.9% +182 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 255,459 shares; 2025Q1: 265,330 shares; 2025Q2: 270,702 shares; 2025Q3: 277,533 shares; 2025Q4: 278,365 shares; 2026Q1: 280,230 shares; 2026Q2: 330,316 shares 330,316 $16.3M 3.4% +50,086 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: not loaded; 2024Q4: 58,177 shares; 2025Q1: 59,350 shares; 2025Q2: 58,994 shares; 2025Q3: 58,040 shares; 2025Q4: 60,701 shares; 2026Q1: 58,848 shares; 2026Q2: 58,294 shares 58,294 $14.8M 3.09% -554 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: not loaded; 2024Q4: 63,362 shares; 2025Q1: 71,761 shares; 2025Q2: 74,845 shares; 2025Q3: 90,426 shares; 2025Q4: 96,541 shares; 2026Q1: 100,212 shares; 2026Q2: 102,242 shares 102,242 $12M 2.51% +2,030 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: not loaded; 2024Q4: 21,320 shares; 2025Q1: 22,662 shares; 2025Q2: 22,745 shares; 2025Q3: 22,160 shares; 2025Q4: 33,224 shares; 2026Q1: 49,919 shares; 2026Q2: 58,220 shares 58,220 $11.6M 2.43% +8,301 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: not loaded; 2024Q4: 46,262 shares; 2025Q1: 46,367 shares; 2025Q2: 46,856 shares; 2025Q3: 46,538 shares; 2025Q4: 48,065 shares; 2026Q1: 52,412 shares; 2026Q2: 53,913 shares 53,913 $8.94M 1.86% +1,501 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: not loaded; 2024Q4: 24,004 shares; 2025Q1: 23,585 shares; 2025Q2: 23,355 shares; 2025Q3: 23,947 shares; 2025Q4: 25,390 shares; 2026Q1: 25,935 shares; 2026Q2: 25,614 shares 25,614 $8.79M 1.83% -321 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: not loaded; 2024Q4: 25,447 shares; 2025Q1: 25,301 shares; 2025Q2: 25,497 shares; 2025Q3: 28,854 shares; 2025Q4: 29,407 shares; 2026Q1: 29,724 shares; 2026Q2: 32,342 shares 32,342 $8.74M 1.82% +2,618 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: not loaded; 2024Q4: 22,928 shares; 2025Q1: 23,486 shares; 2025Q2: 23,417 shares; 2025Q3: 23,667 shares; 2025Q4: 24,545 shares; 2026Q1: 25,167 shares; 2026Q2: 24,396 shares 24,396 $8.6M 1.8% -771 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 loaded; 2024Q4: 22,678 shares; 2025Q1: 24,928 shares; 2025Q2: 25,450 shares; 2025Q3: 26,114 shares; 2025Q4: 25,268 shares; 2026Q1: 28,786 shares; 2026Q2: 29,621 shares 29,621 $8.33M 1.74% +835 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 loaded; 2024Q4: 49,289 shares; 2025Q1: 49,295 shares; 2025Q2: 49,139 shares; 2025Q3: 50,831 shares; 2025Q4: 51,138 shares; 2026Q1: 51,600 shares; 2026Q2: 50,235 shares 50,235 $7.37M 1.54% -1,365 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,088 shares; 2025Q4: 6,927 shares; 2026Q1: 12,360 shares; 2026Q2: 14,651 shares 14,651 $6.24M 1.3% +2,291 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,422 shares; 2025Q1: 26,015 shares; 2025Q2: 25,709 shares; 2025Q3: 26,019 shares; 2025Q4: 25,694 shares; 2026Q1: 26,242 shares; 2026Q2: 25,919 shares 25,919 $6.17M 1.29% -323 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: not loaded; 2024Q4: 37,078 shares; 2025Q1: 37,226 shares; 2025Q2: 38,200 shares; 2025Q3: 45,520 shares; 2025Q4: 43,419 shares; 2026Q1: 45,365 shares; 2026Q2: 44,684 shares 44,684 $6.11M 1.27% -681 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: not loaded; 2024Q4: 64,505 shares; 2025Q1: 65,913 shares; 2025Q2: 66,045 shares; 2025Q3: 67,925 shares; 2025Q4: 69,036 shares; 2026Q1: 69,715 shares; 2026Q2: 69,463 shares 69,463 $6.1M 1.27% -252 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 loaded; 2024Q4: 7,652 shares; 2025Q1: 7,384 shares; 2025Q2: 7,025 shares; 2025Q3: 6,812 shares; 2025Q4: 6,661 shares; 2026Q1: 6,295 shares; 2026Q2: 48,581 shares 48,581 $5.81M 1.21% +42,286 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: not loaded; 2024Q4: 74,733 shares; 2025Q1: 75,094 shares; 2025Q2: 71,906 shares; 2025Q3: 72,344 shares; 2025Q4: 71,586 shares; 2026Q1: 69,598 shares; 2026Q2: 68,936 shares 68,936 $5.6M 1.17% -662 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: not loaded; 2024Q4: 51,330 shares; 2025Q1: 52,973 shares; 2025Q2: 54,263 shares; 2025Q3: 54,678 shares; 2025Q4: 55,543 shares; 2026Q1: 55,757 shares; 2026Q2: 54,002 shares 54,002 $5.2M 1.08% -1,755 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: not loaded; 2024Q4: 2,984 shares; 2025Q1: 3,553 shares; 2025Q2: 3,488 shares; 2025Q3: 4,111 shares; 2025Q4: 4,456 shares; 2026Q1: 4,472 shares; 2026Q2: 4,087 shares 4,087 $4.9M 1.02% -385 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: not loaded; 2024Q4: 75,554 shares; 2025Q1: 69,053 shares; 2025Q2: 52,998 shares; 2025Q3: 49,290 shares; 2025Q4: 48,927 shares; 2026Q1: 47,941 shares; 2026Q2: 47,098 shares 47,098 $4.87M 1.02% -843 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: not loaded; 2024Q4: 5,022 shares; 2025Q1: 5,958 shares; 2025Q2: 5,952 shares; 2025Q3: 10,242 shares; 2025Q4: 13,809 shares; 2026Q1: 13,669 shares; 2026Q2: 13,458 shares 13,458 $4.81M 1% -211 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: not loaded; 2024Q4: 8,314 shares; 2025Q1: 15,537 shares; 2025Q2: 15,847 shares; 2025Q3: 16,112 shares; 2025Q4: 19,461 shares; 2026Q1: 20,098 shares; 2026Q2: 19,668 shares 19,668 $4.69M 0.98% -430 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: not loaded; 2024Q4: 9,251 shares; 2025Q1: 9,000 shares; 2025Q2: 8,866 shares; 2025Q3: 8,749 shares; 2025Q4: 8,557 shares; 2026Q1: 9,246 shares; 2026Q2: 9,011 shares 9,011 $4.63M 0.97% -235 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,802 shares; 2025Q1: 32,945 shares; 2025Q2: 33,264 shares; 2025Q3: 34,044 shares; 2025Q4: 33,999 shares; 2026Q1: 34,789 shares; 2026Q2: 35,003 shares 35,003 $4.43M 0.92% +214 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,439 shares; 2025Q1: 26,936 shares; 2025Q2: 27,088 shares; 2025Q3: 26,494 shares; 2025Q4: 26,183 shares; 2026Q1: 16,744 shares; 2026Q2: 14,074 shares 14,074 $4.43M 0.92% -2,670 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: not loaded; 2024Q4: 60,804 shares; 2025Q1: 59,396 shares; 2025Q2: 59,476 shares; 2025Q3: 49,348 shares; 2025Q4: 45,496 shares; 2026Q1: 44,608 shares; 2026Q2: 42,960 shares 42,960 $4.39M 0.92% -1,648 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: not loaded; 2024Q4: 6,624 shares; 2025Q1: 6,375 shares; 2025Q2: 6,303 shares; 2025Q3: 6,244 shares; 2025Q4: 6,292 shares; 2026Q1: 6,128 shares; 2026Q2: 5,739 shares 5,739 $4.29M 0.89% -389 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 3,799 shares; 2025Q2: 4,142 shares; 2025Q3: 7,760 shares; 2025Q4: 8,954 shares; 2026Q1: 10,001 shares; 2026Q2: 10,280 shares 10,280 $4.08M 0.85% +279 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 loaded; 2024Q4: 10,403 shares; 2025Q1: 10,603 shares; 2025Q2: 10,767 shares; 2025Q3: 11,206 shares; 2025Q4: 10,916 shares; 2026Q1: 11,266 shares; 2026Q2: 11,205 shares 11,205 $3.97M 0.83% -61 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: not loaded; 2024Q4: 7,466 shares; 2025Q1: 7,852 shares; 2025Q2: 10,672 shares; 2025Q3: 10,611 shares; 2025Q4: 9,112 shares; 2026Q1: 9,261 shares; 2026Q2: 9,323 shares 9,323 $3.87M 0.81% +62 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,399 shares; 2025Q1: 45,608 shares; 2025Q2: 46,281 shares; 2025Q3: 44,639 shares; 2025Q4: 43,502 shares; 2026Q1: 44,360 shares; 2026Q2: 45,969 shares 45,969 $3.6M 0.75% +1,609 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: not loaded; 2024Q4: 12,983 shares; 2025Q1: 13,719 shares; 2025Q2: 14,166 shares; 2025Q3: 14,754 shares; 2025Q4: 14,868 shares; 2026Q1: 15,233 shares; 2026Q2: 16,045 shares 16,045 $3.41M 0.71% +812 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: not loaded; 2024Q4: 5,502 shares; 2025Q1: 8,625 shares; 2025Q2: 8,514 shares; 2025Q3: 14,178 shares; 2025Q4: 13,609 shares; 2026Q1: 13,607 shares; 2026Q2: 13,102 shares 13,102 $3.3M 0.69% -505 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62,339 shares; 2025Q1: 70,895 shares; 2025Q2: 74,266 shares; 2025Q3: 75,337 shares; 2025Q4: 74,707 shares; 2026Q1: 78,628 shares; 2026Q2: 75,796 shares 75,796 $3.08M 0.64% -2,832 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 loaded; 2024Q4: 18,062 shares; 2025Q1: 17,998 shares; 2025Q2: 18,028 shares; 2025Q3: 21,769 shares; 2025Q4: 21,310 shares; 2026Q1: 22,580 shares; 2026Q2: 24,215 shares 24,215 $3.01M 0.63% +1,635 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 137,173 shares; 2025Q1: 136,345 shares; 2025Q2: 135,306 shares; 2025Q3: 137,900 shares; 2025Q4: 138,310 shares; 2026Q1: 137,685 shares; 2026Q2: 141,759 shares 141,759 $2.93M 0.61% +4,074 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 loaded; 2024Q4: 2,828 shares; 2025Q1: 2,794 shares; 2025Q2: 2,675 shares; 2025Q3: 2,824 shares; 2025Q4: 2,777 shares; 2026Q1: 2,752 shares; 2026Q2: 2,676 shares 2,676 $2.85M 0.59% -76 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,441 shares; 2025Q1: 10,039 shares; 2025Q2: 9,909 shares; 2025Q3: 9,735 shares; 2025Q4: 9,690 shares; 2026Q1: 9,966 shares; 2026Q2: 9,817 shares 9,817 $2.74M 0.57% -149 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,860 shares; 2025Q1: 39,590 shares; 2025Q2: 39,532 shares; 2025Q3: 41,235 shares; 2025Q4: 41,713 shares; 2026Q1: 43,033 shares; 2026Q2: 43,639 shares 43,639 $2.47M 0.51% +606 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: not loaded; 2024Q4: 3,192 shares; 2025Q1: 4,599 shares; 2025Q2: 4,353 shares; 2025Q3: 6,844 shares; 2025Q4: 6,265 shares; 2026Q1: 5,092 shares; 2026Q2: 4,917 shares 4,917 $2.46M 0.51% -175 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,204 shares; 2025Q1: 23,587 shares; 2025Q2: 32,334 shares; 2025Q3: 35,103 shares; 2025Q4: 40,083 shares; 2026Q1: 46,132 shares; 2026Q2: 44,352 shares 44,352 $2.4M 0.5% -1,780 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: not loaded; 2024Q4: 19,461 shares; 2025Q1: 19,428 shares; 2025Q2: 18,943 shares; 2025Q3: 19,242 shares; 2025Q4: 22,147 shares; 2026Q1: 21,926 shares; 2026Q2: 21,157 shares 21,157 $2.4M 0.5% -769 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,667 shares; 2025Q1: 22,379 shares; 2025Q2: 22,497 shares; 2025Q3: 21,159 shares; 2025Q4: 16,572 shares; 2026Q1: 17,883 shares; 2026Q2: 18,277 shares 18,277 $2.39M 0.5% +394 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,644 shares; 2025Q1: 53,283 shares; 2025Q2: 52,683 shares; 2025Q3: 54,008 shares; 2025Q4: 53,038 shares; 2026Q1: 48,476 shares; 2026Q2: 47,676 shares 47,676 $2.38M 0.5% -800 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: not loaded; 2024Q4: 919 shares; 2025Q1: 956 shares; 2025Q2: 1,079 shares; 2025Q3: 3,023 shares; 2025Q4: 3,699 shares; 2026Q1: 4,115 shares; 2026Q2: 3,976 shares 3,976 $2.24M 0.47% -139 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: not loaded; 2024Q4: 17,221 shares; 2025Q1: 17,221 shares; 2025Q2: 17,221 shares; 2025Q3: 18,509 shares; 2025Q4: 20,160 shares; 2026Q1: 20,278 shares; 2026Q2: 18,906 shares 18,906 $2.09M 0.44% -1,372 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 90,348 shares; 2025Q1: 91,744 shares; 2025Q2: 90,217 shares; 2025Q3: 88,724 shares; 2025Q4: 81,757 shares; 2026Q1: 83,303 shares; 2026Q2: 83,320 shares 83,320 $2.01M 0.42% +17 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,045 shares; 2026Q2: 7,792 shares 7,792 $1.99M 0.42% +1,747 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: not loaded; 2024Q4: 29,021 shares; 2025Q1: 30,544 shares; 2025Q2: 30,593 shares; 2025Q3: 30,684 shares; 2025Q4: 31,242 shares; 2026Q1: 32,733 shares; 2026Q2: 32,786 shares 32,786 $1.9M 0.4% +53 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,291 shares; 2025Q1: 6,263 shares; 2025Q2: 6,263 shares; 2025Q3: 6,738 shares; 2025Q4: 6,583 shares; 2026Q1: 6,583 shares; 2026Q2: 6,283 shares 6,283 $1.89M 0.39% -300 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: not loaded; 2024Q4: 118,067 shares; 2025Q1: 119,972 shares; 2025Q2: 117,760 shares; 2025Q3: 105,182 shares; 2025Q4: 82,163 shares; 2026Q1: 78,753 shares; 2026Q2: 76,707 shares 76,707 $1.88M 0.39% -2,046 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: not loaded; 2024Q4: 2,403 shares; 2025Q1: 4,391 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 5,198 shares; 2026Q1: 5,198 shares; 2026Q2: 5,193 shares 5,193 $1.88M 0.39% -5 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 loaded; 2024Q4: 8,042 shares; 2025Q1: 8,031 shares; 2025Q2: 8,031 shares; 2025Q3: 8,012 shares; 2025Q4: 10,209 shares; 2026Q1: 10,380 shares; 2026Q2: 9,659 shares 9,659 $1.83M 0.38% -721 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: not loaded; 2024Q4: 15,544 shares; 2025Q1: 15,564 shares; 2025Q2: 15,429 shares; 2025Q3: 15,101 shares; 2025Q4: 14,858 shares; 2026Q1: 14,187 shares; 2026Q2: 13,430 shares 13,430 $1.82M 0.38% -757 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,471 shares; 2025Q1: 10,369 shares; 2025Q2: 9,872 shares; 2025Q3: 10,416 shares; 2025Q4: 10,283 shares; 2026Q1: 10,084 shares; 2026Q2: 9,913 shares 9,913 $1.55M 0.32% -171 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,292 shares; 2025Q1: 34,292 shares; 2025Q2: 34,292 shares; 2025Q3: 34,292 shares; 2025Q4: 34,292 shares; 2026Q1: 34,292 shares; 2026Q2: 34,292 shares 34,292 $1.52M 0.32% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,078 shares; 2025Q1: 16,031 shares; 2025Q2: 16,031 shares; 2025Q3: 16,031 shares; 2025Q4: 16,031 shares; 2026Q1: 16,031 shares; 2026Q2: 16,031 shares 16,031 $1.52M 0.32% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,956 shares; 2025Q1: 3,142 shares; 2025Q2: 3,070 shares; 2025Q3: 3,129 shares; 2025Q4: 3,079 shares; 2026Q1: 3,084 shares; 2026Q2: 11,948 shares 11,948 $1.48M 0.31% +8,864 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: not loaded; 2024Q4: 1,855 shares; 2025Q1: 2,031 shares; 2025Q2: 2,148 shares; 2025Q3: 2,138 shares; 2025Q4: 2,132 shares; 2026Q1: 2,141 shares; 2026Q2: 2,139 shares 2,139 $1.47M 0.31% -2 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,376 shares; 2025Q1: 33,242 shares; 2025Q2: 30,422 shares; 2025Q3: 28,812 shares; 2025Q4: 28,465 shares; 2026Q1: 27,509 shares; 2026Q2: 26,382 shares 26,382 $1.45M 0.3% -1,127 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: not loaded; 2024Q4: 1,643 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,695 shares; 2025Q4: 2,066 shares; 2026Q1: 2,066 shares; 2026Q2: 1,924 shares 1,924 $1.44M 0.3% -142 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,431 shares; 2025Q1: 39,509 shares; 2025Q2: 44,065 shares; 2025Q3: 52,824 shares; 2025Q4: 57,638 shares; 2026Q1: 58,081 shares; 2026Q2: 62,706 shares 62,706 $1.43M 0.3% +4,625 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 loaded; 2024Q4: 4,385 shares; 2025Q1: 4,342 shares; 2025Q2: 4,360 shares; 2025Q3: 4,313 shares; 2025Q4: 4,286 shares; 2026Q1: 4,325 shares; 2026Q2: 17,700 shares 17,700 $1.43M 0.3% +13,375 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: not loaded; 2024Q4: 6,955 shares; 2025Q1: 5,483 shares; 2025Q2: 5,226 shares; 2025Q3: 5,410 shares; 2025Q4: 6,577 shares; 2026Q1: 6,547 shares; 2026Q2: 6,367 shares 6,367 $1.4M 0.29% -180 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,376 shares; 2025Q1: 53,204 shares; 2025Q2: 53,240 shares; 2025Q3: 53,714 shares; 2025Q4: 57,183 shares; 2026Q1: 57,534 shares; 2026Q2: 57,897 shares 57,897 $1.4M 0.29% +363 Timeline BSMU 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: not loaded; 2024Q4: 53,979 shares; 2025Q1: 55,930 shares; 2025Q2: 57,738 shares; 2025Q3: 58,635 shares; 2025Q4: 60,708 shares; 2026Q1: 60,594 shares; 2026Q2: 61,618 shares 61,618 $1.35M 0.28% +1,024 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: not loaded; 2024Q4: 4,607 shares; 2025Q1: 4,607 shares; 2025Q2: 4,498 shares; 2025Q3: 5,257 shares; 2025Q4: 8,548 shares; 2026Q1: 12,518 shares; 2026Q2: 12,518 shares 12,518 $1.35M 0.28% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,014 shares; 2026Q1: 2,310 shares; 2026Q2: 2,278 shares 2,278 $1.32M 0.28% -32 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: not loaded; 2024Q4: 2,256 shares; 2025Q1: 2,637 shares; 2025Q2: 2,635 shares; 2025Q3: 2,542 shares; 2025Q4: 2,487 shares; 2026Q1: 2,446 shares; 2026Q2: 15,189 shares 15,189 $1.31M 0.27% +12,743 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 loaded; 2024Q4: 461 shares; 2025Q1: 508 shares; 2025Q2: 583 shares; 2025Q3: 555 shares; 2025Q4: 545 shares; 2026Q1: 503 shares; 2026Q2: 4,322 shares 4,322 $1.3M 0.27% +3,819 Timeline BSMS 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: not loaded; 2024Q4: 47,930 shares; 2025Q1: 49,110 shares; 2025Q2: 50,876 shares; 2025Q3: 52,783 shares; 2025Q4: 53,848 shares; 2026Q1: 54,165 shares; 2026Q2: 54,804 shares 54,804 $1.28M 0.27% +639 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,194 shares; 2025Q1: 15,594 shares; 2025Q2: 14,731 shares; 2025Q3: 14,621 shares; 2025Q4: 14,421 shares; 2026Q1: 14,260 shares; 2026Q2: 13,236 shares 13,236 $1.27M 0.26% -1,024 Timeline BSMQ 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: not loaded; 2024Q4: 61,134 shares; 2025Q1: 61,980 shares; 2025Q2: 63,128 shares; 2025Q3: 64,423 shares; 2025Q4: 63,621 shares; 2026Q1: 54,207 shares; 2026Q2: 51,939 shares 51,939 $1.22M 0.26% -2,268 Timeline BSMT 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: not loaded; 2024Q4: 46,227 shares; 2025Q1: 46,991 shares; 2025Q2: 48,095 shares; 2025Q3: 49,604 shares; 2025Q4: 52,287 shares; 2026Q1: 52,436 shares; 2026Q2: 53,086 shares 53,086 $1.22M 0.26% +650 Timeline BSMR 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: not loaded; 2024Q4: 45,439 shares; 2025Q1: 46,814 shares; 2025Q2: 48,346 shares; 2025Q3: 49,640 shares; 2025Q4: 50,949 shares; 2026Q1: 51,264 shares; 2026Q2: 51,290 shares 51,290 $1.21M 0.25% +26 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,357 shares; 2025Q1: 43,291 shares; 2025Q2: 43,498 shares; 2025Q3: 45,935 shares; 2025Q4: 46,872 shares; 2026Q1: 47,990 shares; 2026Q2: 47,792 shares 47,792 $1.21M 0.25% -198 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: not loaded; 2024Q4: 11,168 shares; 2025Q1: 12,064 shares; 2025Q2: 11,342 shares; 2025Q3: 9,591 shares; 2025Q4: 9,396 shares; 2026Q1: 9,740 shares; 2026Q2: 9,329 shares 9,329 $1.2M 0.25% -411 Timeline BSMV 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: not loaded; 2024Q4: 50,257 shares; 2025Q1: 51,545 shares; 2025Q2: 52,138 shares; 2025Q3: 53,461 shares; 2025Q4: 55,687 shares; 2026Q1: 56,390 shares; 2026Q2: 57,080 shares 57,080 $1.2M 0.25% +690 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,857 shares; 2025Q1: 11,680 shares; 2025Q2: 11,435 shares; 2025Q3: 11,105 shares; 2025Q4: 10,936 shares; 2026Q1: 10,894 shares; 2026Q2: 10,842 shares 10,842 $1.16M 0.24% -52 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,151 shares; 2025Q1: 43,358 shares; 2025Q2: 44,207 shares; 2025Q3: 46,434 shares; 2025Q4: 46,997 shares; 2026Q1: 47,203 shares; 2026Q2: 47,715 shares 47,715 $1.16M 0.24% +512 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 loaded; 2024Q4: 1,424 shares; 2025Q1: 1,326 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,329 shares; 2026Q1: 1,826 shares; 2026Q2: 1,821 shares 1,821 $1.16M 0.24% -5 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 loaded; 2024Q4: 8,226 shares; 2025Q1: 8,179 shares; 2025Q2: 7,848 shares; 2025Q3: 7,848 shares; 2025Q4: 7,848 shares; 2026Q1: 7,848 shares; 2026Q2: 7,718 shares 7,718 $1.12M 0.23% -130 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,845 shares; 2025Q1: 43,724 shares; 2025Q2: 43,778 shares; 2025Q3: 46,532 shares; 2025Q4: 48,343 shares; 2026Q1: 49,859 shares; 2026Q2: 49,768 shares 49,768 $1.08M 0.23% -91 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: not loaded; 2024Q4: not reported; 2025Q1: 1,687 shares; 2025Q2: 1,685 shares; 2025Q3: 1,674 shares; 2025Q4: 2,401 shares; 2026Q1: 2,377 shares; 2026Q2: 2,091 shares 2,091 $1.05M 0.22% -286 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,649 shares; 2025Q1: 40,265 shares; 2025Q2: 40,586 shares; 2025Q3: 43,216 shares; 2025Q4: 44,068 shares; 2026Q1: 44,709 shares; 2026Q2: 44,711 shares 44,711 $1.04M 0.22% +2 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: not loaded; 2024Q4: 3,805 shares; 2025Q1: 3,752 shares; 2025Q2: 3,631 shares; 2025Q3: 3,608 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,781 shares 3,781 $1.03M 0.21% -19 Timeline VV 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 loaded; 2024Q4: 3,114 shares; 2025Q1: 3,114 shares; 2025Q2: 3,067 shares; 2025Q3: 3,109 shares; 2025Q4: 3,109 shares; 2026Q1: 3,084 shares; 2026Q2: 2,934 shares 2,934 $1.01M 0.21% -150 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,482 shares; 2025Q1: 7,457 shares; 2025Q2: 7,432 shares; 2025Q3: 7,332 shares; 2025Q4: 7,332 shares; 2026Q1: 7,332 shares; 2026Q2: 7,332 shares 7,332 $1.01M 0.21% 0 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: not loaded; 2024Q4: 2,972 shares; 2025Q1: 3,108 shares; 2025Q2: 3,107 shares; 2025Q3: 3,073 shares; 2025Q4: 3,098 shares; 2026Q1: 3,230 shares; 2026Q2: 3,246 shares 3,246 $984K 0.21% +16 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 loaded; 2024Q4: 5,291 shares; 2025Q1: 5,259 shares; 2025Q2: 5,225 shares; 2025Q3: 5,001 shares; 2025Q4: 7,047 shares; 2026Q1: 7,007 shares; 2026Q2: 6,708 shares 6,708 $983K 0.21% -299 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,650 shares; 2026Q1: 6,650 shares; 2026Q2: 6,650 shares 6,650 $961K 0.2% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,755 shares; 2025Q1: 40,069 shares; 2025Q2: 40,378 shares; 2025Q3: 43,341 shares; 2025Q4: 44,065 shares; 2026Q1: 44,655 shares; 2026Q2: 45,709 shares 45,709 $953K 0.2% +1,054 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: not loaded; 2024Q4: 3,469 shares; 2025Q1: 3,444 shares; 2025Q2: 3,419 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares; 2026Q1: 3,370 shares; 2026Q2: 3,370 shares 3,370 $906K 0.19% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,859 shares; 2025Q1: 1,799 shares; 2025Q2: 1,749 shares; 2025Q3: 1,769 shares; 2025Q4: 1,769 shares; 2026Q1: 1,743 shares; 2026Q2: 1,693 shares 1,693 $884K 0.18% -50 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: not loaded; 2024Q4: 463 shares; 2025Q1: 617 shares; 2025Q2: 600 shares; 2025Q3: 583 shares; 2025Q4: 978 shares; 2026Q1: 959 shares; 2026Q2: 922 shares 922 $863K 0.18% -37 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,699 shares; 2025Q1: 27,587 shares; 2025Q2: 28,010 shares; 2025Q3: 30,941 shares; 2025Q4: 31,981 shares; 2026Q1: 33,584 shares; 2026Q2: 34,080 shares 34,080 $858K 0.18% +496 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,713 shares; 2025Q1: 5,251 shares; 2025Q2: 5,245 shares; 2025Q3: 5,146 shares; 2025Q4: 5,205 shares; 2026Q1: 5,736 shares; 2026Q2: 4,735 shares 4,735 $857K 0.18% -1,001 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,492 shares; 2025Q1: 4,488 shares; 2025Q2: 4,401 shares; 2025Q3: 4,234 shares; 2025Q4: 5,756 shares; 2026Q1: 6,008 shares; 2026Q2: 5,538 shares 5,538 $839K 0.18% -470 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: not loaded; 2024Q4: 12,249 shares; 2025Q1: 11,175 shares; 2025Q2: 11,013 shares; 2025Q3: 10,772 shares; 2025Q4: 11,985 shares; 2026Q1: 11,935 shares; 2026Q2: 11,148 shares 11,148 $794K 0.17% -787 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,153 shares; 2025Q1: 2,110 shares; 2025Q2: 2,110 shares; 2025Q3: 2,016 shares; 2025Q4: 4,343 shares; 2026Q1: 4,239 shares; 2026Q2: 4,155 shares 4,155 $792K 0.17% -84 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: not loaded; 2024Q4: not reported; 2025Q1: 1,966 shares; 2025Q2: 1,933 shares; 2025Q3: 1,893 shares; 2025Q4: 2,095 shares; 2026Q1: 2,163 shares; 2026Q2: 2,130 shares 2,130 $785K 0.16% -33 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,104 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares; 2026Q2: 1,063 shares 1,063 $769K 0.16% -20 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: not loaded; 2024Q4: 9,204 shares; 2025Q1: 9,743 shares; 2025Q2: 9,693 shares; 2025Q3: 9,835 shares; 2025Q4: 9,915 shares; 2026Q1: 9,611 shares; 2026Q2: 9,549 shares 9,549 $736K 0.15% -62 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,808 shares; 2025Q1: 5,758 shares; 2025Q2: 5,219 shares; 2025Q3: 5,152 shares; 2025Q4: 7,838 shares; 2026Q1: 8,179 shares; 2026Q2: 7,547 shares 7,547 $728K 0.15% -632 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: not loaded; 2024Q4: 2,932 shares; 2025Q1: 2,866 shares; 2025Q2: 2,862 shares; 2025Q3: 2,773 shares; 2025Q4: 3,205 shares; 2026Q1: 3,147 shares; 2026Q2: 3,037 shares 3,037 $719K 0.15% -110 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,095 shares; 2025Q1: 5,095 shares; 2025Q2: 5,095 shares; 2025Q3: 5,095 shares; 2025Q4: 5,187 shares; 2026Q1: 5,011 shares; 2026Q2: 4,981 shares 4,981 $713K 0.15% -30 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,535 shares; 2025Q1: 3,521 shares; 2025Q2: 3,513 shares; 2025Q3: 3,473 shares; 2025Q4: 3,526 shares; 2026Q1: 3,488 shares; 2026Q2: 3,390 shares 3,390 $709K 0.15% -98 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,234 shares; 2025Q2: 27,234 shares; 2025Q3: 27,234 shares; 2025Q4: 27,234 shares; 2026Q1: 27,234 shares; 2026Q2: 27,234 shares 27,234 $696K 0.15% 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 loaded; 2024Q4: 5,276 shares; 2025Q1: 7,585 shares; 2025Q2: 7,530 shares; 2025Q3: 9,192 shares; 2025Q4: 9,474 shares; 2026Q1: 9,474 shares; 2026Q2: 7,529 shares 7,529 $683K 0.14% -1,945 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: not loaded; 2024Q4: 14,786 shares; 2025Q1: 13,661 shares; 2025Q2: 11,734 shares; 2025Q3: 8,980 shares; 2025Q4: 5,678 shares; 2026Q1: 4,851 shares; 2026Q2: 4,805 shares 4,805 $671K 0.14% -46 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: not loaded; 2024Q4: 5,434 shares; 2025Q1: 3,745 shares; 2025Q2: 3,361 shares; 2025Q3: 3,141 shares; 2025Q4: 7,255 shares; 2026Q1: 7,137 shares; 2026Q2: 6,720 shares 6,720 $665K 0.14% -417 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: not loaded; 2024Q4: 831 shares; 2025Q1: 958 shares; 2025Q2: 1,083 shares; 2025Q3: 1,179 shares; 2025Q4: 2,400 shares; 2026Q1: 4,060 shares; 2026Q2: 3,787 shares 3,787 $593K 0.12% -273 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: not loaded; 2024Q4: 28,236 shares; 2025Q1: 29,031 shares; 2025Q2: 28,774 shares; 2025Q3: 11,200 shares; 2025Q4: 7,027 shares; 2026Q1: 6,243 shares; 2026Q2: 5,509 shares 5,509 $592K 0.12% -734 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: not loaded; 2024Q4: 10,362 shares; 2025Q1: 10,362 shares; 2025Q2: 10,362 shares; 2025Q3: 10,762 shares; 2025Q4: 10,762 shares; 2026Q1: 10,462 shares; 2026Q2: 10,167 shares 10,167 $586K 0.12% -295 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,420 shares; 2025Q1: 3,537 shares; 2025Q2: 3,597 shares; 2025Q3: 3,719 shares; 2025Q4: 3,160 shares; 2026Q1: 2,854 shares; 2026Q2: 2,831 shares 2,831 $583K 0.12% -23 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,632 shares; 2025Q1: 8,995 shares; 2025Q2: 10,276 shares; 2025Q3: 10,184 shares; 2025Q4: 10,164 shares; 2026Q1: 10,112 shares; 2026Q2: 10,357 shares 10,357 $579K 0.12% +245 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares; 2026Q2: 1,388 shares 1,388 $568K 0.12% -4 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,699 shares; 2026Q1: 3,396 shares; 2026Q2: 3,142 shares 3,142 $554K 0.12% -254 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 loaded; 2024Q4: 1,199 shares; 2025Q1: 2,396 shares; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares; 2025Q4: 2,425 shares; 2026Q1: 2,429 shares; 2026Q2: 2,401 shares 2,401 $538K 0.11% -28 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,242 shares; 2025Q1: 4,242 shares; 2025Q2: 4,242 shares; 2025Q3: 4,242 shares; 2025Q4: 4,242 shares; 2026Q1: 4,242 shares; 2026Q2: 4,242 shares 4,242 $515K 0.11% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,535 shares; 2025Q1: 10,017 shares; 2025Q2: 9,925 shares; 2025Q3: 9,845 shares; 2025Q4: 9,845 shares; 2026Q1: 9,525 shares; 2026Q2: 9,280 shares 9,280 $503K 0.1% -245 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: not loaded; 2024Q4: 12,751 shares; 2025Q1: 11,876 shares; 2025Q2: 9,043 shares; 2025Q3: 8,284 shares; 2025Q4: 8,453 shares; 2026Q1: 7,499 shares; 2026Q2: 6,081 shares 6,081 $499K 0.1% -1,418 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 loaded; 2024Q4: 6,808 shares; 2025Q1: 6,790 shares; 2025Q2: 6,790 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares; 2026Q2: 6,700 shares 6,700 $491K 0.1% 0 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: not loaded; 2024Q4: 2,134 shares; 2025Q1: 2,134 shares; 2025Q2: 2,118 shares; 2025Q3: 2,118 shares; 2025Q4: 2,118 shares; 2026Q1: 2,118 shares; 2026Q2: 2,235 shares 2,235 $487K 0.1% +117 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,366 shares; 2025Q1: 3,408 shares; 2025Q2: 3,440 shares; 2025Q3: 3,297 shares; 2025Q4: 3,214 shares; 2026Q1: 3,156 shares; 2026Q2: 2,932 shares 2,932 $480K 0.1% -224 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,382 shares; 2025Q1: 3,497 shares; 2025Q2: 3,730 shares; 2025Q3: 3,739 shares; 2025Q4: 4,040 shares; 2026Q1: 4,032 shares; 2026Q2: 4,601 shares 4,601 $473K 0.1% +569 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: not loaded; 2024Q4: 1,230 shares; 2025Q1: 1,227 shares; 2025Q2: 1,122 shares; 2025Q3: 947 shares; 2025Q4: 939 shares; 2026Q1: 891 shares; 2026Q2: 597 shares 597 $440K 0.09% -294 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: not loaded; 2024Q4: 5,088 shares; 2025Q1: 5,088 shares; 2025Q2: 5,088 shares; 2025Q3: 5,049 shares; 2025Q4: 4,190 shares; 2026Q1: 4,190 shares; 2026Q2: 3,951 shares 3,951 $434K 0.09% -239 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,165 shares; 2025Q1: 5,342 shares; 2025Q2: 5,296 shares; 2025Q3: 4,956 shares; 2025Q4: 4,956 shares; 2026Q1: 4,784 shares; 2026Q2: 4,600 shares 4,600 $422K 0.09% -184 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 2,311 shares; 2026Q2: 2,311 shares 2,311 $405K 0.08% 0 Timeline VBK 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 loaded; 2024Q4: 953 shares; 2025Q1: 935 shares; 2025Q2: 1,018 shares; 2025Q3: 1,110 shares; 2025Q4: 1,125 shares; 2026Q1: 1,128 shares; 2026Q2: 1,106 shares 1,106 $404K 0.08% -22 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,229 shares; 2025Q1: 1,209 shares; 2025Q2: 1,175 shares; 2025Q3: 1,110 shares; 2025Q4: 1,261 shares; 2026Q1: 1,219 shares; 2026Q2: 1,171 shares 1,171 $399K 0.08% -48 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: not loaded; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 742 shares; 2026Q1: 792 shares; 2026Q2: 1,045 shares 1,045 $387K 0.08% +253 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 loaded; 2024Q4: not reported; 2025Q1: 5,314 shares; 2025Q2: 5,314 shares; 2025Q3: 5,314 shares; 2025Q4: 5,314 shares; 2026Q1: 10,434 shares; 2026Q2: 5,239 shares 5,239 $377K 0.08% -5,195 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,125 shares; 2025Q1: 1,207 shares; 2025Q2: 1,354 shares; 2025Q3: 1,227 shares; 2025Q4: 1,392 shares; 2026Q1: 1,550 shares; 2026Q2: 1,326 shares 1,326 $373K 0.08% -224 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares; 2026Q2: 1,836 shares 1,836 $368K 0.08% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares; 2026Q2: 1,509 shares 1,509 $366K 0.08% -246 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: not loaded; 2024Q4: 4,930 shares; 2025Q1: 5,430 shares; 2025Q2: 5,480 shares; 2025Q3: 4,463 shares; 2025Q4: 4,457 shares; 2026Q1: 4,232 shares; 2026Q2: 4,232 shares 4,232 $351K 0.07% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares; 2026Q1: 2,420 shares; 2026Q2: 2,410 shares 2,410 $337K 0.07% -10 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,420 shares; 2025Q1: 2,245 shares; 2025Q2: 2,145 shares; 2025Q3: 2,145 shares; 2025Q4: 2,186 shares; 2026Q1: 2,145 shares; 2026Q2: 2,145 shares 2,145 $336K 0.07% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,240 shares; 2025Q1: 2,462 shares; 2025Q2: 2,286 shares; 2025Q3: 2,228 shares; 2025Q4: 2,334 shares; 2026Q1: 2,270 shares; 2026Q2: 2,239 shares 2,239 $332K 0.07% -31 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,396 shares; 2025Q1: 5,678 shares; 2025Q2: 5,564 shares; 2025Q3: 6,041 shares; 2025Q4: 6,213 shares; 2026Q1: 6,614 shares; 2026Q2: 6,920 shares 6,920 $328K 0.07% +306 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,816 shares; 2025Q1: 2,791 shares; 2025Q2: 2,766 shares; 2025Q3: 2,766 shares; 2025Q4: 2,766 shares; 2026Q1: 2,766 shares; 2026Q2: 2,766 shares 2,766 $325K 0.07% 0 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: not loaded; 2024Q4: 7,403 shares; 2025Q1: 7,366 shares; 2025Q2: 7,366 shares; 2025Q3: 7,366 shares; 2025Q4: 7,294 shares; 2026Q1: 7,294 shares; 2026Q2: 6,805 shares 6,805 $323K 0.07% -489 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,381 shares; 2025Q1: 1,381 shares; 2025Q2: 1,249 shares; 2025Q3: 1,242 shares; 2025Q4: 2,870 shares; 2026Q1: 2,815 shares; 2026Q2: 2,660 shares 2,660 $312K 0.07% -155 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,242 shares; 2026Q1: not reported; 2026Q2: 910 shares 910 $310K 0.06% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,226 shares; 2025Q1: 2,128 shares; 2025Q2: 1,469 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,205 shares; 2026Q2: 1,200 shares 1,200 $295K 0.06% -5 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,465 shares; 2025Q4: 2,831 shares; 2026Q1: 2,831 shares; 2026Q2: 2,831 shares 2,831 $294K 0.06% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,118 shares; 2025Q1: 1,920 shares; 2025Q2: 1,669 shares; 2025Q3: not reported; 2025Q4: 1,734 shares; 2026Q1: 1,845 shares; 2026Q2: 1,812 shares 1,812 $287K 0.06% -33 Timeline VXF 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 loaded; 2024Q4: 1,167 shares; 2025Q1: 1,188 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 1,167 shares; 2026Q2: 1,167 shares 1,167 $287K 0.06% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,068 shares; 2025Q1: 1,043 shares; 2025Q2: 1,034 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares; 2026Q2: 999 shares 999 $283K 0.06% -19 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,147 shares; 2026Q2: 1,147 shares 1,147 $273K 0.06% 0 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 loaded; 2024Q4: 4,572 shares; 2025Q1: not reported; 2025Q2: 4,457 shares; 2025Q3: 5,053 shares; 2025Q4: 5,053 shares; 2026Q1: 5,053 shares; 2026Q2: 4,654 shares 4,654 $265K 0.06% -399 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,515 shares; 2026Q1: 3,236 shares; 2026Q2: 3,176 shares 3,176 $264K 0.06% -60 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257 shares; 2026Q1: 1,012 shares; 2026Q2: 904 shares 904 $263K 0.05% -108 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,686 shares; 2026Q2: 5,792 shares 5,792 $263K 0.05% -894 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,102 shares; 2026Q2: 1,102 shares 1,102 $262K 0.05% 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: not loaded; 2024Q4: 793 shares; 2025Q1: 789 shares; 2025Q2: 783 shares; 2025Q3: 770 shares; 2025Q4: 817 shares; 2026Q1: 817 shares; 2026Q2: 768 shares 768 $260K 0.05% -49 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,728 shares; 2025Q4: 2,852 shares; 2026Q1: 2,964 shares; 2026Q2: 3,119 shares 3,119 $249K 0.05% +155 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,730 shares; 2025Q2: 3,730 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares; 2026Q2: 3,650 shares 3,650 $249K 0.05% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,429 shares; 2025Q1: 3,420 shares; 2025Q2: 3,420 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares; 2026Q2: 3,375 shares 3,375 $242K 0.05% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,715 shares; 2025Q1: 6,715 shares; 2025Q2: 6,715 shares; 2025Q3: 6,715 shares; 2025Q4: 6,715 shares; 2026Q1: 6,715 shares; 2026Q2: 6,715 shares 6,715 $234K 0.05% 0 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,306 shares; 2025Q1: 5,454 shares; 2025Q2: 5,640 shares; 2025Q3: 5,708 shares; 2025Q4: 5,747 shares; 2026Q1: 5,986 shares; 2026Q2: 4,881 shares 4,881 $228K 0.05% -1,105 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,903 shares; 2026Q2: 6,903 shares 6,903 $221K 0.05% 0 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: not loaded; 2024Q4: 671 shares; 2025Q1: 672 shares; 2025Q2: 644 shares; 2025Q3: 623 shares; 2025Q4: 632 shares; 2026Q1: 621 shares; 2026Q2: 428 shares 428 $218K 0.05% -193 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,236 shares; 2025Q1: 5,236 shares; 2025Q2: 5,236 shares; 2025Q3: 5,036 shares; 2025Q4: 5,036 shares; 2026Q1: 4,302 shares; 2026Q2: 4,008 shares 4,008 $215K 0.04% -294 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,525 shares; 2026Q2: 2,525 shares 2,525 $214K 0.04% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,524 shares; 2026Q2: 2,310 shares 2,310 $212K 0.04% -214 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,207 shares; 2026Q2: 2,964 shares 2,964 $212K 0.04% +757 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,583 shares; 2025Q1: 5,911 shares; 2025Q2: 6,195 shares; 2025Q3: 5,893 shares; 2025Q4: 6,489 shares; 2026Q1: 6,237 shares; 2026Q2: 5,071 shares 5,071 $208K 0.04% -1,166 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,767 shares; 2026Q2: 6,107 shares 6,107 $207K 0.04% +340 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,806 shares; 2026Q1: 1,751 shares; 2026Q2: 1,751 shares 1,751 $206K 0.04% 0 Timeline KFFB KENTUCKY FIRST FED BANCORP More: the full row for KENTUCKY FIRST FED BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,081 shares; 2026Q1: 22,081 shares; 2026Q2: 22,081 shares 22,081 $112K 0.02% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,300 shares; 2025Q1: 50,300 shares; 2025Q2: 50,300 shares; 2025Q3: 50,300 shares; 2025Q4: 50,300 shares; 2026Q1: 50,300 shares; 2026Q2: 50,300 shares 50,300 $75.5K 0.02% 0 Timeline Shoshone Silver Mining Comp… Shoshone Silver Mining Company More: the full row for Shoshone Silver Mining Company Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $1 <0.01% 0