VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501,743 shares; 2024Q4: 524,366 shares; 2025Q1: 521,237 shares; 2025Q2: 556,627 shares; 2025Q3: 586,438 shares; 2025Q4: 639,920 shares; 2026Q1: 644,294 shares; 2026Q2: 686,270 shares 686,270 $56.7M 14.82% +41,976 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: 70,422 shares; 2024Q4: 71,750 shares; 2025Q1: 66,359 shares; 2025Q2: 67,336 shares; 2025Q3: 69,786 shares; 2025Q4: 70,041 shares; 2026Q1: 76,443 shares; 2026Q2: 471,062 shares 471,062 $40.6M 10.6% +394,619 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: 71,110 shares; 2024Q4: 73,116 shares; 2025Q1: 73,122 shares; 2025Q2: 75,008 shares; 2025Q3: 78,279 shares; 2025Q4: 79,678 shares; 2026Q1: 85,952 shares; 2026Q2: 89,480 shares 89,480 $19.5M 5.1% +3,528 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 137,746 shares; 2025Q2: 227,156 shares; 2025Q3: 234,114 shares; 2025Q4: 261,316 shares; 2026Q1: 262,648 shares; 2026Q2: 282,726 shares 282,726 $14.4M 3.77% +20,078 Timeline VGIT 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: 64,977 shares; 2024Q4: 67,185 shares; 2025Q1: 118,823 shares; 2025Q2: 197,071 shares; 2025Q3: 202,763 shares; 2025Q4: 223,577 shares; 2026Q1: 226,539 shares; 2026Q2: 242,809 shares 242,809 $14.3M 3.74% +16,270 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: 31,607 shares; 2024Q4: 33,821 shares; 2025Q1: 41,348 shares; 2025Q2: 46,841 shares; 2025Q3: 49,529 shares; 2025Q4: 49,557 shares; 2026Q1: 53,277 shares; 2026Q2: 54,884 shares 54,884 $13M 3.39% +1,607 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 415,373 shares; 2025Q4: 449,158 shares; 2026Q1: 446,622 shares; 2026Q2: 473,062 shares 473,062 $11.1M 2.9% +26,440 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: 8,368 shares; 2024Q4: 8,561 shares; 2025Q1: 9,036 shares; 2025Q2: 9,161 shares; 2025Q3: 9,319 shares; 2025Q4: 9,333 shares; 2026Q1: 9,970 shares; 2026Q2: 80,673 shares 80,673 $9.64M 2.52% +70,703 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: 42,106 shares; 2024Q4: 40,229 shares; 2025Q1: 32,736 shares; 2025Q2: 30,616 shares; 2025Q3: 26,095 shares; 2025Q4: 24,749 shares; 2026Q1: 24,359 shares; 2026Q2: 23,629 shares 23,629 $8.93M 2.33% -730 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: 11,835 shares; 2024Q4: 12,324 shares; 2025Q1: 139,145 shares; 2025Q2: 143,105 shares; 2025Q3: 148,446 shares; 2025Q4: 152,003 shares; 2026Q1: 164,096 shares; 2026Q2: 171,356 shares 171,356 $8.63M 2.26% +7,260 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,132 shares; 2024Q4: 22,930 shares; 2025Q1: 23,122 shares; 2025Q2: 23,586 shares; 2025Q3: 25,143 shares; 2025Q4: 25,983 shares; 2026Q1: 28,244 shares; 2026Q2: 30,289 shares 30,289 $6.83M 1.78% +2,045 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: 37,177 shares; 2024Q4: 36,964 shares; 2025Q1: 36,279 shares; 2025Q2: 34,865 shares; 2025Q3: 34,464 shares; 2025Q4: 34,063 shares; 2026Q1: 33,414 shares; 2026Q2: 32,640 shares 32,640 $6.82M 1.78% -774 Timeline VIS 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: 16,930 shares; 2024Q4: 17,362 shares; 2025Q1: 15,621 shares; 2025Q2: 15,916 shares; 2025Q3: 16,442 shares; 2025Q4: 16,649 shares; 2026Q1: 17,750 shares; 2026Q2: 18,312 shares 18,312 $6.6M 1.72% +562 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: 23,531 shares; 2024Q4: 23,381 shares; 2025Q1: 23,019 shares; 2025Q2: 22,619 shares; 2025Q3: 22,307 shares; 2025Q4: 22,208 shares; 2026Q1: 21,999 shares; 2026Q2: 21,730 shares 21,730 $6.29M 1.64% -269 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,223 shares; 2024Q4: 7,162 shares; 2025Q1: 7,062 shares; 2025Q2: 6,788 shares; 2025Q3: 6,732 shares; 2025Q4: 6,668 shares; 2026Q1: 6,451 shares; 2026Q2: 6,368 shares 6,368 $6.23M 1.63% -83 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: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,543 shares; 2025Q4: 17,383 shares; 2026Q1: 17,388 shares; 2026Q2: 17,276 shares 17,276 $6.17M 1.61% -112 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: 21,517 shares; 2024Q4: 20,718 shares; 2025Q1: 20,363 shares; 2025Q2: 19,263 shares; 2025Q3: 19,061 shares; 2025Q4: 18,505 shares; 2026Q1: 18,443 shares; 2026Q2: 18,233 shares 18,233 $5.97M 1.56% -210 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: 61,627 shares; 2024Q4: 59,787 shares; 2025Q1: 57,331 shares; 2025Q2: 54,891 shares; 2025Q3: 54,483 shares; 2025Q4: 53,124 shares; 2026Q1: 51,450 shares; 2026Q2: 50,642 shares 50,642 $5.74M 1.5% -808 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: 15,819 shares; 2024Q4: 16,199 shares; 2025Q1: 14,445 shares; 2025Q2: 14,803 shares; 2025Q3: 15,316 shares; 2025Q4: 15,498 shares; 2026Q1: 16,625 shares; 2026Q2: 17,255 shares 17,255 $5.23M 1.37% +630 Timeline VCLT 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: 99,464 shares; 2024Q4: 103,440 shares; 2025Q1: 78,480 shares; 2025Q2: 84,605 shares; 2025Q3: 58,854 shares; 2025Q4: 63,214 shares; 2026Q1: 62,783 shares; 2026Q2: 67,503 shares 67,503 $5.08M 1.33% +4,720 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: 62,425 shares; 2024Q4: 61,913 shares; 2025Q1: 60,550 shares; 2025Q2: 59,656 shares; 2025Q3: 58,721 shares; 2025Q4: 58,200 shares; 2026Q1: 57,381 shares; 2026Q2: 56,741 shares 56,741 $4.98M 1.3% -640 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: 14,204 shares; 2024Q4: 14,564 shares; 2025Q1: 12,523 shares; 2025Q2: 12,786 shares; 2025Q3: 13,232 shares; 2025Q4: 13,481 shares; 2026Q1: 14,577 shares; 2026Q2: 60,768 shares 60,768 $4.9M 1.28% +46,191 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: 19,166 shares; 2024Q4: 18,643 shares; 2025Q1: 18,639 shares; 2025Q2: 18,273 shares; 2025Q3: 19,501 shares; 2025Q4: 19,337 shares; 2026Q1: 19,168 shares; 2026Q2: 19,155 shares 19,155 $4.86M 1.27% -13 Timeline BKLN 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: 173,766 shares; 2024Q4: 184,494 shares; 2025Q1: 185,780 shares; 2025Q2: 196,658 shares; 2025Q3: 198,456 shares; 2025Q4: 220,045 shares; 2026Q1: 221,119 shares; 2026Q2: 238,710 shares 238,710 $4.86M 1.27% +17,591 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: 14,414 shares; 2024Q4: 14,322 shares; 2025Q1: 14,277 shares; 2025Q2: 13,962 shares; 2025Q3: 13,886 shares; 2025Q4: 13,798 shares; 2026Q1: 13,690 shares; 2026Q2: 13,631 shares 13,631 $4.64M 1.21% -59 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,593 shares; 2024Q4: 23,465 shares; 2025Q1: 23,099 shares; 2025Q2: 22,164 shares; 2025Q3: 21,898 shares; 2025Q4: 21,603 shares; 2026Q1: 21,762 shares; 2026Q2: 21,738 shares 21,738 $4.63M 1.21% -24 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,409 shares; 2024Q4: 36,283 shares; 2025Q1: 134,686 shares; 2025Q2: 103,689 shares; 2025Q3: 125,874 shares; 2025Q4: 150,672 shares; 2026Q1: 103,477 shares; 2026Q2: 44,140 shares 44,140 $4.44M 1.16% -59,337 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,582 shares; 2024Q4: 48,496 shares; 2025Q1: 47,617 shares; 2025Q2: 46,641 shares; 2025Q3: 48,580 shares; 2025Q4: 48,783 shares; 2026Q1: 48,458 shares; 2026Q2: 47,929 shares 47,929 $4.44M 1.16% -529 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,285 shares; 2024Q4: 168,766 shares; 2025Q1: 166,877 shares; 2025Q2: 161,752 shares; 2025Q3: 157,886 shares; 2025Q4: 155,211 shares; 2026Q1: 149,476 shares; 2026Q2: 143,749 shares 143,749 $4.38M 1.15% -5,727 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: 14,902 shares; 2024Q4: 14,883 shares; 2025Q1: 14,865 shares; 2025Q2: 14,616 shares; 2025Q3: 16,072 shares; 2025Q4: 16,087 shares; 2026Q1: 16,217 shares; 2026Q2: 16,026 shares 16,026 $4.36M 1.14% -191 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: 13,532 shares; 2024Q4: 13,446 shares; 2025Q1: 13,338 shares; 2025Q2: 12,210 shares; 2025Q3: 12,035 shares; 2025Q4: 11,455 shares; 2026Q1: 11,520 shares; 2026Q2: 11,481 shares 11,481 $4.28M 1.12% -39 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: 16,042 shares; 2024Q4: 15,952 shares; 2025Q1: 15,914 shares; 2025Q2: 15,624 shares; 2025Q3: 15,328 shares; 2025Q4: 15,455 shares; 2026Q1: 15,291 shares; 2026Q2: 15,019 shares 15,019 $4.22M 1.1% -272 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: 12,843 shares; 2024Q4: 12,795 shares; 2025Q1: 12,626 shares; 2025Q2: 11,876 shares; 2025Q3: 11,776 shares; 2025Q4: 11,585 shares; 2026Q1: 11,755 shares; 2026Q2: 11,775 shares 11,775 $4.04M 1.06% +20 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: 25,587 shares; 2024Q4: 25,745 shares; 2025Q1: 25,909 shares; 2025Q2: 25,796 shares; 2025Q3: 27,370 shares; 2025Q4: 27,379 shares; 2026Q1: 27,552 shares; 2026Q2: 27,481 shares 27,481 $3.64M 0.95% -71 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: 7,023 shares; 2024Q4: 7,001 shares; 2025Q1: 7,388 shares; 2025Q2: 7,257 shares; 2025Q3: 7,246 shares; 2025Q4: 7,196 shares; 2026Q1: 7,107 shares; 2026Q2: 7,075 shares 7,075 $3.6M 0.94% -32 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,349 shares; 2024Q4: 45,532 shares; 2025Q1: 45,454 shares; 2025Q2: 43,523 shares; 2025Q3: 42,473 shares; 2025Q4: 42,024 shares; 2026Q1: 42,281 shares; 2026Q2: 42,477 shares 42,477 $3.55M 0.93% +196 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: 22,015 shares; 2024Q4: 21,976 shares; 2025Q1: 21,961 shares; 2025Q2: 21,380 shares; 2025Q3: 23,805 shares; 2025Q4: 23,613 shares; 2026Q1: 23,765 shares; 2026Q2: 23,651 shares 23,651 $3.47M 0.91% -114 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,588 shares; 2024Q4: 10,575 shares; 2025Q1: 10,546 shares; 2025Q2: 10,548 shares; 2025Q3: 10,481 shares; 2025Q4: 10,394 shares; 2026Q1: 10,541 shares; 2026Q2: 10,504 shares 10,504 $3.31M 0.86% -37 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: 15,142 shares; 2024Q4: 14,969 shares; 2025Q1: 14,937 shares; 2025Q2: 14,736 shares; 2025Q3: 14,613 shares; 2025Q4: 14,743 shares; 2026Q1: 14,831 shares; 2026Q2: 14,827 shares 14,827 $3.27M 0.85% -4 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,041 shares; 2026Q2: 33,906 shares 33,906 $3.13M 0.82% -135 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,354 shares; 2024Q4: 28,990 shares; 2025Q1: 26,813 shares; 2025Q2: 28,523 shares; 2025Q3: 27,343 shares; 2025Q4: 28,924 shares; 2026Q1: 31,676 shares; 2026Q2: 34,128 shares 34,128 $3M 0.78% +2,452 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: 19,603 shares; 2024Q4: 19,478 shares; 2025Q1: 21,714 shares; 2025Q2: 21,369 shares; 2025Q3: 22,860 shares; 2025Q4: 22,788 shares; 2026Q1: 21,905 shares; 2026Q2: 21,854 shares 21,854 $2.99M 0.78% -51 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: 11,922 shares; 2024Q4: 11,904 shares; 2025Q1: 12,555 shares; 2025Q2: 12,363 shares; 2025Q3: 12,397 shares; 2025Q4: 12,475 shares; 2026Q1: 12,566 shares; 2026Q2: 12,529 shares 12,529 $2.99M 0.78% -37 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: 19,647 shares; 2024Q4: 19,315 shares; 2025Q1: 19,064 shares; 2025Q2: 20,289 shares; 2025Q3: 19,239 shares; 2025Q4: 19,171 shares; 2026Q1: 18,148 shares; 2026Q2: 17,988 shares 17,988 $2.98M 0.78% -160 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: 38,363 shares; 2024Q4: 37,915 shares; 2025Q1: 37,711 shares; 2025Q2: 37,297 shares; 2025Q3: 36,961 shares; 2025Q4: 37,033 shares; 2026Q1: 36,359 shares; 2026Q2: 36,159 shares 36,159 $2.83M 0.74% -200 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: 28,187 shares; 2024Q4: 28,099 shares; 2025Q1: 27,929 shares; 2025Q2: 27,102 shares; 2025Q3: 26,890 shares; 2025Q4: 26,857 shares; 2026Q1: 27,405 shares; 2026Q2: 27,465 shares 27,465 $2.7M 0.71% +60 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: 18,369 shares; 2024Q4: 18,341 shares; 2025Q1: 18,423 shares; 2025Q2: 18,454 shares; 2025Q3: 18,085 shares; 2025Q4: 18,391 shares; 2026Q1: 18,671 shares; 2026Q2: 18,636 shares 18,636 $2.52M 0.66% -35 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: 24,547 shares; 2024Q4: 21,672 shares; 2025Q1: 21,176 shares; 2025Q2: 20,339 shares; 2025Q3: 19,705 shares; 2025Q4: 19,673 shares; 2026Q1: 17,665 shares; 2026Q2: 17,793 shares 17,793 $2.29M 0.6% +128 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: 44,295 shares; 2024Q4: 46,553 shares; 2025Q1: 43,095 shares; 2025Q2: 47,837 shares; 2025Q3: 49,034 shares; 2025Q4: 49,605 shares; 2026Q1: 53,193 shares; 2026Q2: 54,670 shares 54,670 $2.22M 0.58% +1,477 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,551 shares; 2024Q4: 27,256 shares; 2025Q1: 42,525 shares; 2025Q2: 47,077 shares; 2025Q3: 48,227 shares; 2025Q4: 48,012 shares; 2026Q1: 49,873 shares; 2026Q2: 51,146 shares 51,146 $2.12M 0.55% +1,273 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: 30,167 shares; 2024Q4: 31,780 shares; 2025Q1: 28,368 shares; 2025Q2: 31,204 shares; 2025Q3: 32,002 shares; 2025Q4: 32,183 shares; 2026Q1: 35,077 shares; 2026Q2: 36,288 shares 36,288 $2.05M 0.54% +1,211 Timeline VHT 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: 5,830 shares; 2024Q4: 5,830 shares; 2025Q1: 5,830 shares; 2025Q2: 5,830 shares; 2025Q3: 5,830 shares; 2025Q4: 5,830 shares; 2026Q1: 5,830 shares; 2026Q2: 5,830 shares 5,830 $1.74M 0.46% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,801 shares 21,801 $1.57M 0.41% new 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: 678 shares; 2024Q4: 620 shares; 2025Q1: 530 shares; 2025Q2: 551 shares; 2025Q3: 1,436 shares; 2025Q4: 1,430 shares; 2026Q1: 1,432 shares; 2026Q2: 1,436 shares 1,436 $986K 0.26% +4 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,444 shares 7,444 $758K 0.2% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,715 shares; 2026Q1: 5,140 shares; 2026Q2: 6,740 shares 6,740 $725K 0.19% +1,600 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,814 shares; 2025Q3: 8,714 shares; 2025Q4: 8,414 shares; 2026Q1: 7,414 shares; 2026Q2: 7,014 shares 7,014 $585K 0.15% -400 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,149 shares; 2024Q4: 9,119 shares; 2025Q1: 8,149 shares; 2025Q2: 7,729 shares; 2025Q3: 7,586 shares; 2025Q4: 7,453 shares; 2026Q1: 7,338 shares; 2026Q2: 7,176 shares 7,176 $582K 0.15% -162 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: 670 shares; 2024Q4: 670 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 610 shares 610 $571K 0.15% -20 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,103 shares; 2025Q3: 36,703 shares; 2025Q4: 35,503 shares; 2026Q1: 34,303 shares; 2026Q2: 32,703 shares 32,703 $545K 0.14% -1,600 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: 5,344 shares; 2024Q4: 5,344 shares; 2025Q1: 4,964 shares; 2025Q2: 4,767 shares; 2025Q3: 4,742 shares; 2025Q4: 4,861 shares; 2026Q1: 4,718 shares; 2026Q2: 4,507 shares 4,507 $526K 0.14% -211 Timeline SPIB 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: 7,019 shares; 2024Q4: 7,218 shares; 2025Q1: 7,365 shares; 2025Q2: 7,560 shares; 2025Q3: 7,646 shares; 2025Q4: 7,759 shares; 2026Q1: 11,850 shares; 2026Q2: 15,262 shares 15,262 $511K 0.13% +3,412 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: 5,805 shares; 2024Q4: 5,805 shares; 2025Q1: 5,427 shares; 2025Q2: 4,852 shares; 2025Q3: 4,852 shares; 2025Q4: 4,852 shares; 2026Q1: 4,781 shares; 2026Q2: 4,600 shares 4,600 $509K 0.13% -181 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: 5,988 shares; 2024Q4: 5,888 shares; 2025Q1: 5,558 shares; 2025Q2: 2,864 shares; 2025Q3: 2,811 shares; 2025Q4: 2,340 shares; 2026Q1: 2,340 shares; 2026Q2: 2,308 shares 2,308 $462K 0.12% -32 Timeline EDIV 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: 7,212 shares; 2024Q4: 7,668 shares; 2025Q1: 8,839 shares; 2025Q2: 9,832 shares; 2025Q3: 10,063 shares; 2025Q4: 10,153 shares; 2026Q1: 10,856 shares; 2026Q2: 11,256 shares 11,256 $461K 0.12% +400 Timeline SPAB 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: 9,078 shares; 2024Q4: 9,349 shares; 2025Q1: 9,544 shares; 2025Q2: 9,866 shares; 2025Q3: 8,554 shares; 2025Q4: 8,689 shares; 2026Q1: 13,219 shares; 2026Q2: 17,072 shares 17,072 $436K 0.11% +3,853 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,580 shares; 2024Q4: 2,400 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,210 shares; 2025Q4: 1,725 shares; 2026Q1: 1,660 shares; 2026Q2: 1,600 shares 1,600 $381K 0.1% -60 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $349K 0.09% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 390 shares 390 $298K 0.08% new 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $282K 0.07% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 742 shares 742 $253K 0.07% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,282 shares 4,282 $247K 0.06% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,707 shares 3,707 $225K 0.06% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,871 shares 2,871 $205K 0.05% new Timeline