BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 973,231 shares; 2025Q1: 1,129,623 shares; 2025Q2: 1,079,779 shares; 2025Q3: 1,077,673 shares; 2025Q4: 1,103,579 shares; 2026Q1: 1,294,629 shares; 2026Q2: 1,248,438 shares 1,248,438 $91.6M 11.24% -46,191 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: 866,305 shares; 2025Q1: 931,057 shares; 2025Q2: 968,406 shares; 2025Q3: 960,379 shares; 2025Q4: 947,187 shares; 2026Q1: 892,836 shares; 2026Q2: 924,776 shares 924,776 $65.9M 8.08% +31,940 Timeline SCHG 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 loaded; 2024Q4: 1,163,818 shares; 2025Q1: 1,183,234 shares; 2025Q2: 1,218,280 shares; 2025Q3: 1,265,928 shares; 2025Q4: 1,298,123 shares; 2026Q1: 1,320,038 shares; 2026Q2: 1,353,786 shares 1,353,786 $45.8M 5.62% +33,748 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: 173,160 shares; 2025Q1: 176,651 shares; 2025Q2: 190,127 shares; 2025Q3: 189,637 shares; 2025Q4: 190,205 shares; 2026Q1: 180,640 shares; 2026Q2: 193,041 shares 193,041 $42.1M 5.16% +12,401 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: not loaded; 2024Q4: 839,516 shares; 2025Q1: 869,155 shares; 2025Q2: 915,554 shares; 2025Q3: 983,803 shares; 2025Q4: 1,038,992 shares; 2026Q1: 1,059,847 shares; 2026Q2: 1,097,487 shares 1,097,487 $38.2M 4.68% +37,640 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: 68,513 shares; 2025Q1: 62,662 shares; 2025Q2: 65,841 shares; 2025Q3: 66,010 shares; 2025Q4: 66,813 shares; 2026Q1: 65,615 shares; 2026Q2: 408,191 shares 408,191 $35.2M 4.31% +342,576 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: not loaded; 2024Q4: 497,437 shares; 2025Q1: 513,907 shares; 2025Q2: 542,921 shares; 2025Q3: 541,427 shares; 2025Q4: 540,147 shares; 2026Q1: 521,152 shares; 2026Q2: 545,701 shares 545,701 $32.6M 3.99% +24,549 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 185,511 shares; 2025Q1: 194,388 shares; 2025Q2: 207,792 shares; 2025Q3: 224,323 shares; 2025Q4: 238,802 shares; 2026Q1: 246,173 shares; 2026Q2: 259,897 shares 259,897 $23.1M 2.84% +13,724 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 331,382 shares; 2025Q1: 378,254 shares; 2025Q2: 355,901 shares; 2025Q3: 361,301 shares; 2025Q4: 373,818 shares; 2026Q1: 486,082 shares; 2026Q2: 467,071 shares 467,071 $22.6M 2.77% -19,011 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 158,325 shares; 2025Q1: 156,016 shares; 2025Q2: 155,867 shares; 2025Q3: 155,867 shares; 2025Q4: 155,901 shares; 2026Q1: 155,861 shares; 2026Q2: 175,677 shares 175,677 $22.2M 2.72% +19,816 Timeline EMB 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: 141,212 shares; 2025Q1: 158,686 shares; 2025Q2: 151,753 shares; 2025Q3: 152,690 shares; 2025Q4: 155,933 shares; 2026Q1: 191,122 shares; 2026Q2: 184,579 shares 184,579 $17.8M 2.18% -6,543 Timeline IJS 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: 109,594 shares; 2025Q1: 113,564 shares; 2025Q2: 127,215 shares; 2025Q3: 127,420 shares; 2025Q4: 127,046 shares; 2026Q1: 117,453 shares; 2026Q2: 122,972 shares 122,972 $16.8M 2.06% +5,519 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: not loaded; 2024Q4: 55,284 shares; 2025Q1: 62,141 shares; 2025Q2: 65,817 shares; 2025Q3: 66,518 shares; 2025Q4: 68,432 shares; 2026Q1: 54,390 shares; 2026Q2: 55,888 shares 55,888 $16.2M 1.98% +1,498 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: 154,117 shares; 2025Q1: 172,374 shares; 2025Q2: 164,599 shares; 2025Q3: 165,093 shares; 2025Q4: 169,812 shares; 2026Q1: 196,031 shares; 2026Q2: 189,462 shares 189,462 $15.2M 1.86% -6,569 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: 107,064 shares; 2025Q1: 105,267 shares; 2025Q2: 104,572 shares; 2025Q3: 104,035 shares; 2025Q4: 103,824 shares; 2026Q1: 97,159 shares; 2026Q2: 96,750 shares 96,750 $13.3M 1.63% -409 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: 117,488 shares; 2025Q1: 123,620 shares; 2025Q2: 132,877 shares; 2025Q3: 141,959 shares; 2025Q4: 150,263 shares; 2026Q1: 153,366 shares; 2026Q2: 158,841 shares 158,841 $13.2M 1.61% +5,475 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: 85,101 shares; 2025Q1: 69,599 shares; 2025Q2: 72,855 shares; 2025Q3: 72,412 shares; 2025Q4: 72,642 shares; 2026Q1: 62,917 shares; 2026Q2: 64,432 shares 64,432 $12.9M 1.58% +1,515 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,376 shares; 2025Q1: 49,953 shares; 2025Q2: 49,770 shares; 2025Q3: 49,363 shares; 2025Q4: 49,135 shares; 2026Q1: 49,012 shares; 2026Q2: 48,603 shares 48,603 $11M 1.35% -409 Timeline IJT 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: 54,292 shares; 2025Q1: 54,793 shares; 2025Q2: 58,321 shares; 2025Q3: 59,369 shares; 2025Q4: 60,563 shares; 2026Q1: 58,999 shares; 2026Q2: 60,086 shares 60,086 $10.7M 1.32% +1,087 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: 98,111 shares; 2025Q1: 97,607 shares; 2025Q2: 97,203 shares; 2025Q3: 96,549 shares; 2025Q4: 95,851 shares; 2026Q1: 92,841 shares; 2026Q2: 91,145 shares 91,145 $9.47M 1.16% -1,696 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 98,728 shares; 2025Q1: 53,134 shares; 2025Q2: 56,588 shares; 2025Q3: 56,662 shares; 2025Q4: 57,035 shares; 2026Q1: 59,224 shares; 2026Q2: 58,688 shares 58,688 $9.02M 1.11% -536 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: 26,010 shares; 2025Q1: 25,906 shares; 2025Q2: 28,383 shares; 2025Q3: 27,707 shares; 2025Q4: 27,523 shares; 2026Q1: 24,822 shares; 2026Q2: 25,831 shares 25,831 $8.81M 1.08% +1,009 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: 17,313 shares; 2025Q1: 17,835 shares; 2025Q2: 18,950 shares; 2025Q3: 20,194 shares; 2025Q4: 21,306 shares; 2026Q1: 22,173 shares; 2026Q2: 22,694 shares 22,694 $8.3M 1.02% +521 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: 67,017 shares; 2025Q1: 74,618 shares; 2025Q2: 71,835 shares; 2025Q3: 71,959 shares; 2025Q4: 74,045 shares; 2026Q1: 88,439 shares; 2026Q2: 84,755 shares 84,755 $8.17M 1% -3,684 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,384 shares; 2025Q1: 49,826 shares; 2025Q2: 54,657 shares; 2025Q3: 54,636 shares; 2025Q4: 55,628 shares; 2026Q1: 52,723 shares; 2026Q2: 55,346 shares 55,346 $7.92M 0.97% +2,623 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,538 shares; 2025Q1: 1,597 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,934 shares; 2026Q2: 26,898 shares 26,898 $6.88M 0.84% +1,964 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 37,138 shares; 2025Q2: 43,113 shares; 2025Q3: 42,578 shares; 2025Q4: 42,786 shares; 2026Q1: 41,599 shares; 2026Q2: 43,837 shares 43,837 $6.78M 0.83% +2,238 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: 13,636 shares; 2025Q1: 89,186 shares; 2025Q2: 94,841 shares; 2025Q3: 93,423 shares; 2025Q4: 90,931 shares; 2026Q1: 85,507 shares; 2026Q2: 89,544 shares 89,544 $6.44M 0.79% +4,037 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: 38,703 shares; 2025Q1: 36,969 shares; 2025Q2: 37,802 shares; 2025Q3: 36,955 shares; 2025Q4: 34,413 shares; 2026Q1: 22,771 shares; 2026Q2: 23,851 shares 23,851 $5.67M 0.69% +1,080 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,082 shares; 2025Q1: 1,581 shares; 2025Q2: 1,011 shares; 2025Q3: 783 shares; 2025Q4: not reported; 2026Q1: 24,227 shares; 2026Q2: 26,490 shares 26,490 $5.15M 0.63% +2,263 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,662 shares; 2025Q1: 76,052 shares; 2025Q2: 76,132 shares; 2025Q3: 75,770 shares; 2025Q4: 75,128 shares; 2026Q1: 74,527 shares; 2026Q2: 73,635 shares 73,635 $5.04M 0.62% -892 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,013 shares; 2025Q1: 6,004 shares; 2025Q2: 6,639 shares; 2025Q3: 6,741 shares; 2025Q4: 7,368 shares; 2026Q1: 21,133 shares; 2026Q2: 23,791 shares 23,791 $4.88M 0.6% +2,658 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,179 shares; 2025Q1: 14,707 shares; 2025Q2: 15,818 shares; 2025Q3: 17,133 shares; 2025Q4: 18,288 shares; 2026Q1: 19,076 shares; 2026Q2: 19,860 shares 19,860 $4.83M 0.59% +784 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,341 shares; 2025Q1: 7,935 shares; 2025Q2: 8,098 shares; 2025Q3: 7,866 shares; 2025Q4: 7,663 shares; 2026Q1: 5,757 shares; 2026Q2: 6,151 shares 6,151 $4.65M 0.57% +394 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,787 shares; 2026Q2: 8,035 shares 8,035 $4.14M 0.51% +1,248 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: 5,200 shares; 2025Q1: 5,134 shares; 2025Q2: 5,463 shares; 2025Q3: 5,103 shares; 2025Q4: 5,101 shares; 2026Q1: 5,175 shares; 2026Q2: 5,243 shares 5,243 $3.92M 0.48% +68 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: 7,386 shares; 2025Q1: 47,908 shares; 2025Q2: 50,386 shares; 2025Q3: 49,908 shares; 2025Q4: 50,393 shares; 2026Q1: 50,471 shares; 2026Q2: 54,548 shares 54,548 $3.91M 0.48% +4,077 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 32,198 shares; 2025Q2: 35,744 shares; 2025Q3: 37,429 shares; 2025Q4: 40,071 shares; 2026Q1: 36,622 shares; 2026Q2: 42,940 shares 42,940 $3.64M 0.45% +6,318 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,867 shares; 2025Q2: 2,109 shares; 2025Q3: 2,230 shares; 2025Q4: 2,284 shares; 2026Q1: 2,555 shares; 2026Q2: 3,045 shares 3,045 $3.64M 0.45% +490 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: 10,501 shares; 2025Q1: 12,325 shares; 2025Q2: 13,286 shares; 2025Q3: 13,308 shares; 2025Q4: 13,406 shares; 2026Q1: 12,587 shares; 2026Q2: 12,751 shares 12,751 $3.58M 0.44% +164 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,260 shares; 2025Q1: 2,838 shares; 2025Q2: 3,293 shares; 2025Q3: 2,143 shares; 2025Q4: 2,331 shares; 2026Q1: 20,158 shares; 2026Q2: 20,715 shares 20,715 $3.52M 0.43% +557 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,783 shares; 2026Q2: 27,087 shares 27,087 $3.51M 0.43% +304 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 43,605 shares; 2025Q2: 45,407 shares; 2025Q3: 45,174 shares; 2025Q4: 45,011 shares; 2026Q1: 35,007 shares; 2026Q2: 36,083 shares 36,083 $3.47M 0.43% +1,076 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,408 shares; 2025Q1: 9,775 shares; 2025Q2: 10,243 shares; 2025Q3: 10,105 shares; 2025Q4: 10,288 shares; 2026Q1: 10,380 shares; 2026Q2: 11,408 shares 11,408 $3.38M 0.41% +1,028 Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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: 102,649 shares; 2026Q2: 101,637 shares 101,637 $3.31M 0.41% -1,012 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 67,305 shares; 2025Q1: 72,583 shares; 2025Q2: 78,348 shares; 2025Q3: 77,993 shares; 2025Q4: 78,901 shares; 2026Q1: 84,243 shares; 2026Q2: 85,965 shares 85,965 $3.27M 0.4% +1,722 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: 37,036 shares; 2025Q1: 7,380 shares; 2025Q2: 7,945 shares; 2025Q3: 7,521 shares; 2025Q4: 9,007 shares; 2026Q1: 9,169 shares; 2026Q2: 8,891 shares 8,891 $3.14M 0.39% -278 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,518 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,827 shares; 2026Q2: 6,125 shares 6,125 $3.04M 0.37% +298 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS 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: 8,851 shares; 2026Q2: 9,085 shares 9,085 $3M 0.37% +234 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: not reported; 2026Q1: 7,083 shares; 2026Q2: 7,327 shares 7,327 $2.94M 0.36% +244 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: 5,294 shares; 2025Q1: 5,375 shares; 2025Q2: 5,400 shares; 2025Q3: 5,673 shares; 2025Q4: 5,892 shares; 2026Q1: 5,430 shares; 2026Q2: 5,058 shares 5,058 $2.94M 0.36% -372 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,589 shares; 2025Q1: 19,944 shares; 2025Q2: 20,789 shares; 2025Q3: 23,860 shares; 2025Q4: 32,567 shares; 2026Q1: 35,794 shares; 2026Q2: 31,690 shares 31,690 $2.87M 0.35% -4,104 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 40,276 shares; 2026Q2: 42,096 shares 42,096 $2.84M 0.35% +1,820 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,587 shares; 2026Q2: 6,803 shares 6,803 $2.83M 0.35% +216 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: 8,100 shares; 2025Q1: 7,946 shares; 2025Q2: 8,418 shares; 2025Q3: 8,816 shares; 2025Q4: 11,007 shares; 2026Q1: 10,559 shares; 2026Q2: 10,500 shares 10,500 $2.5M 0.31% -59 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: 8,212 shares; 2025Q1: 5,393 shares; 2025Q2: 5,801 shares; 2025Q3: 5,830 shares; 2025Q4: 6,308 shares; 2026Q1: 6,245 shares; 2026Q2: 6,534 shares 6,534 $2.47M 0.3% +289 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: 5,454 shares; 2025Q1: 5,511 shares; 2025Q2: 4,959 shares; 2025Q3: 5,137 shares; 2025Q4: 6,036 shares; 2026Q1: 6,470 shares; 2026Q2: 6,490 shares 6,490 $2.42M 0.3% +20 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: 5,702 shares; 2025Q1: 5,715 shares; 2025Q2: 5,687 shares; 2025Q3: 6,207 shares; 2025Q4: 6,492 shares; 2026Q1: 6,433 shares; 2026Q2: 6,520 shares 6,520 $2.33M 0.29% +87 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: 1,198 shares; 2025Q1: 1,223 shares; 2025Q2: 2,396 shares; 2025Q3: 2,519 shares; 2025Q4: 2,543 shares; 2026Q1: 2,992 shares; 2026Q2: 3,101 shares 3,101 $2.28M 0.28% +109 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,517 shares; 2025Q2: 1,717 shares; 2025Q3: 1,580 shares; 2025Q4: 1,586 shares; 2026Q1: 17,249 shares; 2026Q2: 18,071 shares 18,071 $2.27M 0.28% +822 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: 14,147 shares; 2025Q1: 14,671 shares; 2025Q2: 14,849 shares; 2025Q3: 14,990 shares; 2025Q4: 15,092 shares; 2026Q1: 13,458 shares; 2026Q2: 13,345 shares 13,345 $2.21M 0.27% -113 Timeline SLYG 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 loaded; 2024Q4: 19,091 shares; 2025Q1: 18,875 shares; 2025Q2: 18,824 shares; 2025Q3: 18,070 shares; 2025Q4: 18,067 shares; 2026Q1: 17,255 shares; 2026Q2: 16,987 shares 16,987 $2.02M 0.25% -268 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,424 shares; 2025Q1: 4,403 shares; 2025Q2: 3,859 shares; 2025Q3: 6,520 shares; 2025Q4: 4,418 shares; 2026Q1: 4,225 shares; 2026Q2: 4,542 shares 4,542 $1.91M 0.23% +317 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: 11,733 shares; 2025Q1: 11,656 shares; 2025Q2: 11,663 shares; 2025Q3: 11,668 shares; 2025Q4: 10,562 shares; 2026Q1: 10,365 shares; 2026Q2: 9,965 shares 9,965 $1.89M 0.23% -400 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: 3,451 shares; 2025Q1: 3,462 shares; 2025Q2: 3,434 shares; 2025Q3: 3,833 shares; 2025Q4: 3,891 shares; 2026Q1: 4,117 shares; 2026Q2: 4,119 shares 4,119 $1.71M 0.21% +2 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 992 shares; 2025Q1: 5,077 shares; 2025Q2: 5,529 shares; 2025Q3: 6,116 shares; 2025Q4: 6,841 shares; 2026Q1: 11,873 shares; 2026Q2: 13,072 shares 13,072 $1.69M 0.21% +1,199 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: 3,927 shares; 2025Q1: 3,973 shares; 2025Q2: 3,973 shares; 2025Q3: 3,973 shares; 2025Q4: 4,281 shares; 2026Q1: 4,349 shares; 2026Q2: 4,319 shares 4,319 $1.6M 0.2% -30 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: 1,952 shares; 2025Q1: 2,075 shares; 2025Q2: 2,168 shares; 2025Q3: 2,147 shares; 2025Q4: 2,111 shares; 2026Q1: 2,094 shares; 2026Q2: 2,101 shares 2,101 $1.57M 0.19% +7 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 482 shares; 2025Q1: 964 shares; 2025Q2: 1,041 shares; 2025Q3: 969 shares; 2025Q4: 948 shares; 2026Q1: 4,854 shares; 2026Q2: 5,567 shares 5,567 $1.45M 0.18% +713 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,423 shares; 2025Q1: 10,433 shares; 2025Q2: 10,428 shares; 2025Q3: 10,428 shares; 2025Q4: 9,507 shares; 2026Q1: 10,275 shares; 2026Q2: 10,649 shares 10,649 $1.44M 0.18% +374 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: 7,094 shares; 2025Q1: 5,376 shares; 2025Q2: 5,396 shares; 2025Q3: 5,507 shares; 2025Q4: 6,071 shares; 2026Q1: 2,334 shares; 2026Q2: 2,552 shares 2,552 $1.44M 0.18% +218 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,895 shares; 2025Q1: 34,249 shares; 2025Q2: 37,388 shares; 2025Q3: 35,720 shares; 2025Q4: 34,189 shares; 2026Q1: 3,455 shares; 2026Q2: 3,254 shares 3,254 $1.41M 0.17% -201 Timeline SLYV 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 loaded; 2024Q4: 12,453 shares; 2025Q1: 12,198 shares; 2025Q2: 12,175 shares; 2025Q3: 11,620 shares; 2025Q4: 11,607 shares; 2026Q1: 11,481 shares; 2026Q2: 11,390 shares 11,390 $1.24M 0.15% -91 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: 12,359 shares; 2025Q1: 12,168 shares; 2025Q2: 11,821 shares; 2025Q3: 11,885 shares; 2025Q4: 11,904 shares; 2026Q1: 10,871 shares; 2026Q2: 10,545 shares 10,545 $1.24M 0.15% -326 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: 4,189 shares; 2025Q1: 4,074 shares; 2025Q2: 4,408 shares; 2025Q3: 4,614 shares; 2025Q4: 4,908 shares; 2026Q1: 3,536 shares; 2026Q2: 3,973 shares 3,973 $1.2M 0.15% +437 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS 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: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 79,996 shares; 2026Q2: 45,685 shares 45,685 $1.06M 0.13% -34,311 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: 3,423 shares; 2025Q1: 5,205 shares; 2025Q2: 5,471 shares; 2025Q3: 5,576 shares; 2025Q4: 5,500 shares; 2026Q1: 3,783 shares; 2026Q2: 4,060 shares 4,060 $1.03M 0.13% +277 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: 1,237 shares; 2025Q1: 1,354 shares; 2025Q2: 1,822 shares; 2025Q3: 2,276 shares; 2025Q4: 2,306 shares; 2026Q1: 2,043 shares; 2026Q2: 2,045 shares 2,045 $1.02M 0.13% +2 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: 9,431 shares; 2025Q1: 7,842 shares; 2025Q2: 8,021 shares; 2025Q3: 9,157 shares; 2025Q4: 9,252 shares; 2026Q1: 6,718 shares; 2026Q2: 7,334 shares 7,334 $1M 0.12% +616 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: 1,094 shares; 2025Q1: 1,103 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,020 shares; 2026Q1: 1,006 shares; 2026Q2: 937 shares 937 $997K 0.12% -69 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: 7,056 shares; 2025Q1: 7,143 shares; 2025Q2: 7,080 shares; 2025Q3: 7,029 shares; 2025Q4: 7,529 shares; 2026Q1: 7,579 shares; 2026Q2: 8,578 shares 8,578 $972K 0.12% +999 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,793 shares; 2025Q1: 1,377 shares; 2025Q2: 1,375 shares; 2025Q3: 1,376 shares; 2025Q4: 1,387 shares; 2026Q1: 1,368 shares; 2026Q2: 1,359 shares 1,359 $969K 0.12% -9 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: not loaded; 2024Q4: 36,974 shares; 2025Q1: 6,974 shares; 2025Q2: 7,614 shares; 2025Q3: 6,903 shares; 2025Q4: 7,158 shares; 2026Q1: 8,740 shares; 2026Q2: 9,423 shares 9,423 $927K 0.11% +683 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: 6,769 shares; 2025Q1: 6,805 shares; 2025Q2: 6,732 shares; 2025Q3: 6,648 shares; 2025Q4: 6,208 shares; 2026Q1: 6,193 shares; 2026Q2: 6,100 shares 6,100 $895K 0.11% -93 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: 3,690 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318 shares; 2026Q2: 2,928 shares 2,928 $883K 0.11% +2,610 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: 3,396 shares; 2025Q1: 3,338 shares; 2025Q2: 3,348 shares; 2025Q3: 3,340 shares; 2025Q4: 3,421 shares; 2026Q1: 3,563 shares; 2026Q2: 3,644 shares 3,644 $862K 0.11% +81 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: 1,946 shares; 2025Q1: 1,887 shares; 2025Q2: 1,831 shares; 2025Q3: 1,752 shares; 2025Q4: 1,781 shares; 2026Q1: 1,650 shares; 2026Q2: 2,629 shares 2,629 $860K 0.11% +979 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: not loaded; 2024Q4: 12,421 shares; 2025Q1: 11,984 shares; 2025Q2: 13,696 shares; 2025Q3: 14,356 shares; 2025Q4: 15,105 shares; 2026Q1: 17,426 shares; 2026Q2: 19,794 shares 19,794 $838K 0.1% +2,368 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,093 shares; 2025Q1: 3,665 shares; 2025Q2: 4,284 shares; 2025Q3: 4,191 shares; 2025Q4: 5,071 shares; 2026Q1: 5,110 shares; 2026Q2: 4,440 shares 4,440 $820K 0.1% -670 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,494 shares; 2025Q1: 13,817 shares; 2025Q2: 15,362 shares; 2025Q3: 14,434 shares; 2025Q4: 14,857 shares; 2026Q1: 11,443 shares; 2026Q2: 10,003 shares 10,003 $814K 0.1% -1,440 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $811K 0.1% 0 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: 16,413 shares; 2025Q1: 2,353 shares; 2025Q2: 2,750 shares; 2025Q3: 2,136 shares; 2025Q4: 2,193 shares; 2026Q1: 1,191 shares; 2026Q2: 1,091 shares 1,091 $789K 0.1% -100 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: 654 shares; 2025Q1: 666 shares; 2025Q2: 611 shares; 2025Q3: 712 shares; 2025Q4: 9,288 shares; 2026Q1: 9,725 shares; 2026Q2: 10,600 shares 10,600 $757K 0.09% +875 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: 1,094 shares; 2026Q1: 1,130 shares; 2026Q2: 1,516 shares 1,516 $724K 0.09% +386 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: 2,213 shares; 2025Q1: 2,127 shares; 2025Q2: 2,368 shares; 2025Q3: 2,332 shares; 2025Q4: 2,106 shares; 2026Q1: 2,053 shares; 2026Q2: 2,046 shares 2,046 $722K 0.09% -7 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: 3,446 shares; 2025Q1: 3,132 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,671 shares; 2026Q1: 3,595 shares; 2026Q2: 2,527 shares 2,527 $711K 0.09% -1,068 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,676 shares; 2025Q1: 23,959 shares; 2025Q2: 25,428 shares; 2025Q3: 26,079 shares; 2025Q4: 27,759 shares; 2026Q1: 8,112 shares; 2026Q2: 8,272 shares 8,272 $707K 0.09% +160 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,356 shares; 2025Q1: 4,552 shares; 2025Q2: 4,688 shares; 2025Q3: 4,870 shares; 2025Q4: 4,997 shares; 2026Q1: 5,416 shares; 2026Q2: 6,043 shares 6,043 $706K 0.09% +627 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: not loaded; 2024Q4: 6,362 shares; 2025Q1: 4,700 shares; 2025Q2: 4,774 shares; 2025Q3: 4,427 shares; 2025Q4: 4,489 shares; 2026Q1: 2,709 shares; 2026Q2: 2,683 shares 2,683 $699K 0.09% -26 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 599 shares 599 $691K 0.08% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,903 shares; 2025Q1: 2,994 shares; 2025Q2: 3,311 shares; 2025Q3: 3,444 shares; 2025Q4: 3,546 shares; 2026Q1: 4,021 shares; 2026Q2: 4,505 shares 4,505 $686K 0.08% +484 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,961 shares; 2025Q1: 4,419 shares; 2025Q2: 4,337 shares; 2025Q3: 4,490 shares; 2025Q4: 4,599 shares; 2026Q1: 8,457 shares; 2026Q2: 9,008 shares 9,008 $684K 0.08% +551 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,302 shares; 2025Q1: 4,566 shares; 2025Q2: 5,024 shares; 2025Q3: 5,251 shares; 2025Q4: 5,410 shares; 2026Q1: 5,497 shares; 2026Q2: 6,023 shares 6,023 $666K 0.08% +526 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,425 shares; 2025Q1: 3,600 shares; 2025Q2: 3,886 shares; 2025Q3: 4,199 shares; 2025Q4: 4,699 shares; 2026Q1: 4,915 shares; 2026Q2: 5,652 shares 5,652 $659K 0.08% +737 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: not loaded; 2024Q4: 1,961 shares; 2025Q1: 1,967 shares; 2025Q2: 2,117 shares; 2025Q3: 2,077 shares; 2025Q4: 1,942 shares; 2026Q1: 2,001 shares; 2026Q2: 2,190 shares 2,190 $653K 0.08% +189 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: 1,900 shares; 2025Q1: 1,511 shares; 2025Q2: 1,464 shares; 2025Q3: 1,446 shares; 2025Q4: 1,450 shares; 2026Q1: 1,826 shares; 2026Q2: 1,827 shares 1,827 $647K 0.08% +1 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: 1,778 shares; 2025Q1: 1,768 shares; 2025Q2: 2,363 shares; 2025Q3: 2,364 shares; 2025Q4: 2,345 shares; 2026Q1: 2,346 shares; 2026Q2: 2,310 shares 2,310 $624K 0.08% -36 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: not loaded; 2024Q4: 11,746 shares; 2025Q1: 6,991 shares; 2025Q2: 13,509 shares; 2025Q3: 13,649 shares; 2025Q4: 13,508 shares; 2026Q1: 12,947 shares; 2026Q2: 12,946 shares 12,946 $622K 0.08% -1 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: 3,886 shares; 2025Q1: 25,612 shares; 2025Q2: 28,064 shares; 2025Q3: 28,774 shares; 2025Q4: 29,648 shares; 2026Q1: 4,731 shares; 2026Q2: 4,759 shares 4,759 $612K 0.07% +28 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: 1,249 shares; 2025Q1: 1,248 shares; 2025Q2: 1,045 shares; 2025Q3: 1,049 shares; 2025Q4: 1,030 shares; 2026Q1: 1,246 shares; 2026Q2: 1,196 shares 1,196 $609K 0.07% -50 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: 18,121 shares; 2025Q1: 17,232 shares; 2025Q2: 17,964 shares; 2025Q3: 17,920 shares; 2025Q4: 18,079 shares; 2026Q1: 2,788 shares; 2026Q2: 2,699 shares 2,699 $604K 0.07% -89 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: 3,080 shares; 2025Q1: 3,161 shares; 2025Q2: 3,592 shares; 2025Q3: 3,763 shares; 2025Q4: 3,898 shares; 2026Q1: 4,190 shares; 2026Q2: 4,758 shares 4,758 $602K 0.07% +568 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: 4,235 shares; 2025Q1: 4,254 shares; 2025Q2: 4,251 shares; 2025Q3: 4,198 shares; 2025Q4: 4,198 shares; 2026Q1: 4,146 shares; 2026Q2: 4,024 shares 4,024 $576K 0.07% -122 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: 872 shares; 2025Q1: 913 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares; 2026Q2: 1,113 shares 1,113 $572K 0.07% +183 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: 3,049 shares; 2025Q1: 3,855 shares; 2025Q2: 4,814 shares; 2025Q3: 4,393 shares; 2025Q4: 4,891 shares; 2026Q1: 4,649 shares; 2026Q2: 5,129 shares 5,129 $563K 0.07% +480 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: not loaded; 2024Q4: 4,670 shares; 2025Q1: 4,511 shares; 2025Q2: 4,513 shares; 2025Q3: 4,514 shares; 2025Q4: 4,516 shares; 2026Q1: 4,517 shares; 2026Q2: 4,610 shares 4,610 $560K 0.07% +93 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: 6,023 shares; 2025Q1: 4,017 shares; 2025Q2: 3,694 shares; 2025Q3: 3,686 shares; 2025Q4: 3,100 shares; 2026Q1: 3,062 shares; 2026Q2: 3,062 shares 3,062 $554K 0.07% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,597 shares; 2025Q1: 2,756 shares; 2025Q2: 3,205 shares; 2025Q3: 3,390 shares; 2025Q4: 11,753 shares; 2026Q1: 8,464 shares; 2026Q2: 7,532 shares 7,532 $549K 0.07% -932 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,549 shares; 2025Q1: 4,737 shares; 2025Q2: 5,395 shares; 2025Q3: 5,637 shares; 2025Q4: 5,812 shares; 2026Q1: 6,372 shares; 2026Q2: 7,157 shares 7,157 $546K 0.07% +785 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: not reported; 2025Q1: 8,099 shares; 2025Q2: 9,370 shares; 2025Q3: 10,305 shares; 2025Q4: 11,229 shares; 2026Q1: 19,178 shares; 2026Q2: 22,220 shares 22,220 $545K 0.07% +3,042 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: 864 shares; 2025Q1: 835 shares; 2025Q2: 847 shares; 2025Q3: 846 shares; 2025Q4: 832 shares; 2026Q1: 1,281 shares; 2026Q2: 1,280 shares 1,280 $545K 0.07% -1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 289 shares; 2025Q4: 400 shares; 2026Q1: 384 shares; 2026Q2: 447 shares 447 $536K 0.07% +63 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,654 shares; 2025Q2: 3,072 shares; 2025Q3: 3,237 shares; 2025Q4: 3,350 shares; 2026Q1: 3,381 shares; 2026Q2: 3,800 shares 3,800 $520K 0.06% +419 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: 1,164 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,099 shares; 2025Q4: 1,314 shares; 2026Q1: 1,315 shares; 2026Q2: 1,483 shares 1,483 $509K 0.06% +168 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,388 shares; 2025Q1: 7,063 shares; 2025Q2: 8,231 shares; 2025Q3: 8,638 shares; 2025Q4: 8,982 shares; 2026Q1: 9,493 shares; 2026Q2: 10,830 shares 10,830 $505K 0.06% +1,337 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: not loaded; 2024Q4: 4,199 shares; 2025Q1: 4,106 shares; 2025Q2: 4,552 shares; 2025Q3: 4,716 shares; 2025Q4: 4,853 shares; 2026Q1: 5,378 shares; 2026Q2: 6,267 shares 6,267 $503K 0.06% +889 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,831 shares; 2025Q1: 4,087 shares; 2025Q2: 4,688 shares; 2025Q3: 4,930 shares; 2025Q4: 5,110 shares; 2026Q1: 5,641 shares; 2026Q2: 6,517 shares 6,517 $499K 0.06% +876 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,284 shares; 2025Q1: 5,284 shares; 2025Q2: 5,636 shares; 2025Q3: 5,636 shares; 2025Q4: 6,006 shares; 2026Q1: 6,006 shares; 2026Q2: 6,006 shares 6,006 $496K 0.06% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 133,712 shares; 2025Q1: 139,530 shares; 2025Q2: 163,202 shares; 2025Q3: 162,932 shares; 2025Q4: 168,769 shares; 2026Q1: 22,850 shares; 2026Q2: 22,099 shares 22,099 $485K 0.06% -751 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: 5,329 shares; 2025Q1: 9,540 shares; 2025Q2: 10,899 shares; 2025Q3: 11,910 shares; 2025Q4: 12,513 shares; 2026Q1: 11,646 shares; 2026Q2: 13,820 shares 13,820 $481K 0.06% +2,174 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,417 shares 3,417 $477K 0.06% new 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: 487 shares; 2025Q1: 443 shares; 2025Q2: 501 shares; 2025Q3: 632 shares; 2025Q4: 821 shares; 2026Q1: 562 shares; 2026Q2: 505 shares 505 $473K 0.06% -57 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: 4,477 shares; 2025Q1: 4,477 shares; 2025Q2: 4,653 shares; 2025Q3: 4,565 shares; 2025Q4: 4,565 shares; 2026Q1: 4,246 shares; 2026Q2: 4,246 shares 4,246 $455K 0.06% 0 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: not reported; 2025Q1: not reported; 2025Q2: 2,216 shares; 2025Q3: 2,571 shares; 2025Q4: 2,854 shares; 2026Q1: 3,598 shares; 2026Q2: 4,209 shares 4,209 $452K 0.06% +611 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 loaded; 2024Q4: 4,082 shares; 2025Q1: 4,082 shares; 2025Q2: 4,065 shares; 2025Q3: 3,939 shares; 2025Q4: 3,939 shares; 2026Q1: 3,939 shares; 2026Q2: 3,939 shares 3,939 $450K 0.06% 0 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: 1,524 shares; 2025Q2: 1,798 shares; 2025Q3: 1,906 shares; 2025Q4: 1,997 shares; 2026Q1: 2,242 shares; 2026Q2: 2,491 shares 2,491 $437K 0.05% +249 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,451 shares; 2025Q2: 2,621 shares; 2025Q3: 2,778 shares; 2025Q4: 2,876 shares; 2026Q1: 3,745 shares; 2026Q2: 3,815 shares 3,815 $434K 0.05% +70 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: not reported; 2025Q1: 2,003 shares; 2025Q2: 2,433 shares; 2025Q3: 2,571 shares; 2025Q4: 2,480 shares; 2026Q1: 2,659 shares; 2026Q2: 3,121 shares 3,121 $423K 0.05% +462 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: 4,835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,648 shares; 2026Q2: 1,648 shares 1,648 $421K 0.05% 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: 2,554 shares; 2025Q1: 2,988 shares; 2025Q2: 2,659 shares; 2025Q3: 2,637 shares; 2025Q4: 2,783 shares; 2026Q1: 2,757 shares; 2026Q2: 2,838 shares 2,838 $421K 0.05% +81 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,997 shares; 2025Q3: 6,585 shares; 2025Q4: 6,937 shares; 2026Q1: 6,887 shares; 2026Q2: 8,709 shares 8,709 $414K 0.05% +1,822 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,023 shares; 2025Q1: 6,915 shares; 2025Q2: 7,910 shares; 2025Q3: 7,912 shares; 2025Q4: 7,844 shares; 2026Q1: 6,532 shares; 2026Q2: 5,268 shares 5,268 $392K 0.05% -1,264 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: 5,197 shares; 2025Q1: 5,255 shares; 2025Q2: 5,993 shares; 2025Q3: 5,994 shares; 2025Q4: 7,638 shares; 2026Q1: 7,088 shares; 2026Q2: 6,841 shares 6,841 $390K 0.05% -247 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 708 shares; 2025Q1: 676 shares; 2025Q2: 704 shares; 2025Q3: 744 shares; 2025Q4: 754 shares; 2026Q1: 947 shares; 2026Q2: 959 shares 959 $386K 0.05% +12 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: 4,687 shares; 2025Q1: 3,276 shares; 2025Q2: 3,699 shares; 2025Q3: 3,778 shares; 2025Q4: 3,861 shares; 2026Q1: 3,374 shares; 2026Q2: 3,707 shares 3,707 $384K 0.05% +333 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: not reported; 2025Q1: 5,588 shares; 2025Q2: 6,374 shares; 2025Q3: 6,731 shares; 2025Q4: 6,881 shares; 2026Q1: 4,351 shares; 2026Q2: 4,827 shares 4,827 $378K 0.05% +476 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY 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: 12,496 shares; 2026Q2: 16,896 shares 16,896 $376K 0.05% +4,400 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL 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: 4,188 shares; 2026Q2: 5,495 shares 5,495 $373K 0.05% +1,307 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,027 shares; 2025Q1: 2,025 shares; 2025Q2: 2,082 shares; 2025Q3: 1,914 shares; 2025Q4: 1,921 shares; 2026Q1: 1,697 shares; 2026Q2: 1,687 shares 1,687 $365K 0.04% -10 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 272 shares; 2026Q1: 344 shares; 2026Q2: 3,049 shares 3,049 $364K 0.04% +2,705 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: not reported; 2025Q1: 5,381 shares; 2025Q2: 6,219 shares; 2025Q3: 6,596 shares; 2025Q4: 6,842 shares; 2026Q1: 4,575 shares; 2026Q2: 4,436 shares 4,436 $361K 0.04% -139 Timeline IYW 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: 1,107 shares; 2025Q4: 1,107 shares; 2026Q1: 1,107 shares; 2026Q2: 1,420 shares 1,420 $358K 0.04% +313 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,851 shares; 2026Q1: 1,835 shares; 2026Q2: 1,785 shares 1,785 $358K 0.04% -50 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,790 shares; 2025Q1: 2,514 shares; 2025Q2: 2,563 shares; 2025Q3: 2,653 shares; 2025Q4: 2,666 shares; 2026Q1: 2,675 shares; 2026Q2: 2,675 shares 2,675 $355K 0.04% 0 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: not loaded; 2024Q4: 15,085 shares; 2025Q1: 14,446 shares; 2025Q2: 14,662 shares; 2025Q3: 13,698 shares; 2025Q4: 14,334 shares; 2026Q1: 11,154 shares; 2026Q2: 11,139 shares 11,139 $353K 0.04% -15 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,218 shares; 2025Q2: 5,272 shares; 2025Q3: 5,514 shares; 2025Q4: 5,700 shares; 2026Q1: 4,120 shares; 2026Q2: 4,601 shares 4,601 $352K 0.04% +481 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: not loaded; 2024Q4: 3,436 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,058 shares; 2026Q2: 4,034 shares 4,034 $351K 0.04% +976 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: not loaded; 2024Q4: 11,707 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,922 shares; 2026Q2: 24,738 shares 24,738 $344K 0.04% +4,816 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS 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: 1,364 shares; 2026Q2: 1,789 shares 1,789 $338K 0.04% +425 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: not reported; 2026Q1: not reported; 2026Q2: 518 shares 518 $331K 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,831 shares; 2025Q2: 1,783 shares; 2025Q3: 1,887 shares; 2025Q4: 1,982 shares; 2026Q1: 1,714 shares; 2026Q2: 1,911 shares 1,911 $323K 0.04% +197 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,132 shares; 2026Q2: 2,472 shares 2,472 $323K 0.04% +340 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,615 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,764 shares; 2026Q2: 3,810 shares 3,810 $322K 0.04% +46 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,344 shares; 2026Q2: 1,344 shares 1,344 $320K 0.04% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,983 shares; 2025Q1: 12,758 shares; 2025Q2: 13,512 shares; 2025Q3: 13,438 shares; 2025Q4: 13,580 shares; 2026Q1: 1,660 shares; 2026Q2: 1,334 shares 1,334 $317K 0.04% -326 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,050 shares; 2025Q1: 2,731 shares; 2025Q2: 2,731 shares; 2025Q3: 2,731 shares; 2025Q4: 2,807 shares; 2026Q1: 2,731 shares; 2026Q2: 2,731 shares 2,731 $314K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,243 shares; 2025Q4: not reported; 2026Q1: 4,483 shares; 2026Q2: 5,305 shares 5,305 $307K 0.04% +822 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: 3,603 shares; 2025Q1: 3,489 shares; 2025Q2: 3,325 shares; 2025Q3: 3,326 shares; 2025Q4: 3,365 shares; 2026Q1: 2,969 shares; 2026Q2: 2,969 shares 2,969 $303K 0.04% 0 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: not reported; 2025Q1: 881 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 938 shares; 2026Q1: 938 shares; 2026Q2: 3,753 shares 3,753 $302K 0.04% +2,815 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 804 shares; 2025Q1: not reported; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 802 shares; 2026Q2: 802 shares 802 $297K 0.04% 0 Timeline FDL 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: not loaded; 2024Q4: 7,226 shares; 2025Q1: 6,683 shares; 2025Q2: 6,683 shares; 2025Q3: 6,683 shares; 2025Q4: 6,683 shares; 2026Q1: 6,569 shares; 2026Q2: 6,060 shares 6,060 $295K 0.04% -509 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,269 shares; 2026Q2: 1,274 shares 1,274 $289K 0.04% +5 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 707 shares; 2026Q1: 817 shares; 2026Q2: 783 shares 783 $288K 0.04% -34 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: 4,004 shares; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 1,248 shares; 2025Q4: 1,580 shares; 2026Q1: 1,655 shares; 2026Q2: 1,968 shares 1,968 $288K 0.04% +313 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 2,143 shares; 2025Q3: 2,244 shares; 2025Q4: 2,350 shares; 2026Q1: 1,929 shares; 2026Q2: 2,441 shares 2,441 $288K 0.04% +512 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: not reported; 2026Q1: not reported; 2026Q2: 126 shares 126 $286K 0.04% new 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: 2,402 shares; 2025Q1: 2,421 shares; 2025Q2: 2,366 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 2,389 shares; 2026Q2: 2,749 shares 2,749 $272K 0.03% +360 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: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 538 shares; 2025Q4: 538 shares; 2026Q1: 538 shares; 2026Q2: 2,168 shares 2,168 $269K 0.03% +1,630 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,903 shares; 2025Q1: 1,853 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,195 shares; 2026Q2: 1,195 shares 1,195 $266K 0.03% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR 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: not reported; 2026Q2: 907 shares 907 $264K 0.03% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,545 shares; 2025Q2: 4,153 shares; 2025Q3: 4,462 shares; 2025Q4: 4,577 shares; 2026Q1: 2,205 shares; 2026Q2: 2,456 shares 2,456 $262K 0.03% +251 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: not loaded; 2024Q4: not reported; 2025Q1: 1,070 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: not reported; 2026Q2: 860 shares 860 $260K 0.03% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,132 shares; 2026Q1: 5,854 shares; 2026Q2: 5,160 shares 5,160 $260K 0.03% -694 Timeline MGK 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: 590 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 590 shares; 2026Q2: 2,950 shares 2,950 $259K 0.03% +2,360 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: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $248K 0.03% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 6,577 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares; 2026Q2: 6,600 shares 6,600 $242K 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,169 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 756 shares; 2026Q2: 640 shares 640 $240K 0.03% -116 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 367 shares; 2026Q2: 367 shares 367 $233K 0.03% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE 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: 5,913 shares; 2026Q2: 5,958 shares 5,958 $232K 0.03% +45 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,752 shares; 2025Q1: 1,719 shares; 2025Q2: 1,702 shares; 2025Q3: 1,703 shares; 2025Q4: 1,691 shares; 2026Q1: 1,469 shares; 2026Q2: 1,420 shares 1,420 $230K 0.03% -49 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: not reported; 2026Q2: 6,941 shares 6,941 $227K 0.03% new Timeline RDVY 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,741 shares 2,741 $222K 0.03% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL 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: not reported; 2026Q1: not reported; 2026Q2: 1,195 shares 1,195 $221K 0.03% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,786 shares; 2025Q1: 5,983 shares; 2025Q2: 7,720 shares; 2025Q3: 8,835 shares; 2025Q4: 10,552 shares; 2026Q1: 5,606 shares; 2026Q2: 4,188 shares 4,188 $221K 0.03% -1,418 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 162 shares 162 $220K 0.03% new Timeline DGRW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,278 shares; 2025Q4: 2,278 shares; 2026Q1: 2,278 shares; 2026Q2: 2,278 shares 2,278 $218K 0.03% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,912 shares; 2025Q1: 4,422 shares; 2025Q2: 3,922 shares; 2025Q3: 3,926 shares; 2025Q4: 3,926 shares; 2026Q1: 3,960 shares; 2026Q2: 3,920 shares 3,920 $218K 0.03% -40 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: 3,796 shares; 2025Q1: 14,354 shares; 2025Q2: 14,570 shares; 2025Q3: 14,154 shares; 2025Q4: 14,092 shares; 2026Q1: not reported; 2026Q2: 832 shares 832 $209K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,458 shares 1,458 $207K 0.03% new Timeline EFV 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: not reported; 2026Q1: not reported; 2026Q2: 2,689 shares 2,689 $206K 0.03% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,390 shares; 2026Q2: 4,417 shares 4,417 $205K 0.03% +27 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 752 shares 752 $205K 0.03% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 1,878 shares; 2026Q2: 1,885 shares 1,885 $204K 0.03% +7 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: 793 shares; 2025Q1: 828 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 615 shares; 2026Q1: 586 shares; 2026Q2: 558 shares 558 $202K 0.02% -28 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 780 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 753 shares; 2026Q1: not reported; 2026Q2: 521 shares 521 $201K 0.02% new Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI 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: 10,276 shares; 2026Q2: 10,276 shares 10,276 $113K 0.01% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,425 shares; 2025Q1: 17,425 shares; 2025Q2: 17,425 shares; 2025Q3: 17,425 shares; 2025Q4: 17,425 shares; 2026Q1: 17,425 shares; 2026Q2: 17,425 shares 17,425 $53.3K 0.01% 0 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,621 shares; 2025Q3: 16,400 shares; 2025Q4: 20,584 shares; 2026Q1: 20,584 shares; 2026Q2: 41,638 shares 41,638 $32.5K <0.01% +21,054 Timeline