SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,497,138 shares; 2024Q4: 3,495,906 shares; 2025Q1: 3,255,414 shares; 2025Q2: 3,254,658 shares; 2025Q3: 3,253,602 shares; 2025Q4: 3,253,222 shares; 2026Q1: 3,019,453 shares; 2026Q2: 3,017,349 shares 3,017,349 $950M 46.31% -2,104 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: 308,037 shares; 2024Q4: 274,082 shares; 2025Q1: 276,459 shares; 2025Q2: 264,651 shares; 2025Q3: 246,317 shares; 2025Q4: 236,042 shares; 2026Q1: 225,569 shares; 2026Q2: 219,510 shares 219,510 $151M 7.35% -6,059 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,146,405 shares; 2024Q4: 1,100,618 shares; 2025Q1: 1,175,788 shares; 2025Q2: 1,153,332 shares; 2025Q3: 1,087,317 shares; 2025Q4: 1,069,278 shares; 2026Q1: 1,040,186 shares; 2026Q2: 1,022,959 shares 1,022,959 $113M 5.5% -17,227 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: 115,235 shares; 2024Q4: 113,621 shares; 2025Q1: 122,128 shares; 2025Q2: 125,516 shares; 2025Q3: 123,687 shares; 2025Q4: 45,627 shares; 2026Q1: 124,488 shares; 2026Q2: 122,949 shares 122,949 $91.8M 4.48% -1,539 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,069 shares; 2024Q4: 235,638 shares; 2025Q1: 314,278 shares; 2025Q2: 326,390 shares; 2025Q3: 346,849 shares; 2025Q4: 333,061 shares; 2026Q1: 343,690 shares; 2026Q2: 350,642 shares 350,642 $74.6M 3.64% +6,952 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,612 shares; 2024Q4: 236,491 shares; 2025Q1: 241,293 shares; 2025Q2: 238,581 shares; 2025Q3: 240,217 shares; 2025Q4: 236,967 shares; 2026Q1: 237,881 shares; 2026Q2: 234,431 shares 234,431 $70.4M 3.43% -3,450 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: 726,358 shares; 2024Q4: 690,609 shares; 2025Q1: 649,561 shares; 2025Q2: 631,370 shares; 2025Q3: 742,816 shares; 2025Q4: 674,831 shares; 2026Q1: 930,771 shares; 2026Q2: 966,922 shares 966,922 $68.9M 3.36% +36,151 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: 134,895 shares; 2024Q4: 134,895 shares; 2025Q1: 134,922 shares; 2025Q2: 134,895 shares; 2025Q3: 135,208 shares; 2025Q4: 1,878 shares; 2026Q1: 135,208 shares; 2026Q2: 135,734 shares 135,734 $50.2M 2.45% +526 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,839 shares; 2025Q4: 399,185 shares; 2026Q1: 594,143 shares; 2026Q2: 660,248 shares 660,248 $45.2M 2.2% +66,105 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: 115,423 shares; 2024Q4: 115,349 shares; 2025Q1: 112,103 shares; 2025Q2: 115,690 shares; 2025Q3: 114,521 shares; 2025Q4: 117,099 shares; 2026Q1: 118,825 shares; 2026Q2: 116,839 shares 116,839 $33.8M 1.65% -1,986 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,023 shares; 2024Q4: 70,023 shares; 2025Q1: 67,937 shares; 2025Q2: 64,004 shares; 2025Q3: 63,253 shares; 2025Q4: 63,286 shares; 2026Q1: 59,370 shares; 2026Q2: 59,158 shares 59,158 $25.2M 1.23% -212 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: 79,947 shares; 2024Q4: 75,914 shares; 2025Q1: 70,238 shares; 2025Q2: 66,627 shares; 2025Q3: 64,170 shares; 2025Q4: 65,808 shares; 2026Q1: 64,833 shares; 2026Q2: 57,875 shares 57,875 $20.7M 1.01% -6,958 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: 58,489 shares; 2024Q4: 56,827 shares; 2025Q1: 51,839 shares; 2025Q2: 50,014 shares; 2025Q3: 50,421 shares; 2025Q4: 51,440 shares; 2026Q1: 49,881 shares; 2026Q2: 47,055 shares 47,055 $17.6M 0.86% -2,826 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,062 shares; 2024Q4: 201,667 shares; 2025Q1: 179,845 shares; 2025Q2: 208,745 shares; 2025Q3: 198,293 shares; 2025Q4: 193,352 shares; 2026Q1: 210,348 shares; 2026Q2: 200,779 shares 200,779 $15.5M 0.75% -9,569 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: 46,984 shares; 2024Q4: 46,038 shares; 2025Q1: 44,587 shares; 2025Q2: 43,912 shares; 2025Q3: 42,424 shares; 2025Q4: 41,910 shares; 2026Q1: 40,951 shares; 2026Q2: 38,920 shares 38,920 $12.7M 0.62% -2,031 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: 18,428 shares; 2024Q4: 36,221 shares; 2025Q1: 38,602 shares; 2025Q2: 59,217 shares; 2025Q3: 59,367 shares; 2025Q4: 59,884 shares; 2026Q1: 59,400 shares; 2026Q2: 55,505 shares 55,505 $11.1M 0.54% -3,895 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: 66,424 shares; 2024Q4: 69,385 shares; 2025Q1: 71,768 shares; 2025Q2: 90,438 shares; 2025Q3: 85,420 shares; 2025Q4: 86,903 shares; 2026Q1: 92,356 shares; 2026Q2: 90,853 shares 90,853 $11M 0.54% -1,503 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: 34,345 shares; 2024Q4: 32,991 shares; 2025Q1: 31,355 shares; 2025Q2: 30,795 shares; 2025Q3: 30,301 shares; 2025Q4: 31,158 shares; 2026Q1: 30,746 shares; 2026Q2: 28,885 shares 28,885 $9.91M 0.48% -1,861 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: 13,009 shares; 2024Q4: 12,620 shares; 2025Q1: 11,827 shares; 2025Q2: 11,500 shares; 2025Q3: 11,017 shares; 2025Q4: 10,773 shares; 2026Q1: 10,595 shares; 2026Q2: 9,740 shares 9,740 $9.11M 0.44% -855 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: 39,552 shares; 2024Q4: 37,813 shares; 2025Q1: 34,514 shares; 2025Q2: 33,213 shares; 2025Q3: 32,456 shares; 2025Q4: 31,060 shares; 2026Q1: 30,916 shares; 2026Q2: 28,924 shares 28,924 $8.62M 0.42% -1,992 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: 80,418 shares; 2024Q4: 80,983 shares; 2025Q1: 76,425 shares; 2025Q2: 75,595 shares; 2025Q3: 74,007 shares; 2025Q4: 68,811 shares; 2026Q1: 80,265 shares; 2026Q2: 75,927 shares 75,927 $7.89M 0.38% -4,338 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: 18,174 shares; 2024Q4: 17,919 shares; 2025Q1: 17,238 shares; 2025Q2: 16,068 shares; 2025Q3: 15,078 shares; 2025Q4: 14,114 shares; 2026Q1: 13,898 shares; 2026Q2: 54,374 shares 54,374 $6.75M 0.33% +40,476 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,042 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 3,702 shares; 2026Q1: 1,718 shares; 2026Q2: 31,864 shares 31,864 $6.07M 0.3% +30,146 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: 29,319 shares; 2024Q4: 28,914 shares; 2025Q1: 27,335 shares; 2025Q2: 26,502 shares; 2025Q3: 25,819 shares; 2025Q4: 26,343 shares; 2026Q1: 23,825 shares; 2026Q2: 22,163 shares 22,163 $5.99M 0.29% -1,662 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,698 shares; 2024Q4: 82,168 shares; 2025Q1: 75,886 shares; 2025Q2: 73,764 shares; 2025Q3: 70,829 shares; 2025Q4: 44,477 shares; 2026Q1: 41,849 shares; 2026Q2: 38,338 shares 38,338 $5.81M 0.28% -3,511 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: 55,100 shares; 2024Q4: 56,093 shares; 2025Q1: 51,610 shares; 2025Q2: 50,402 shares; 2025Q3: 49,271 shares; 2025Q4: 48,516 shares; 2026Q1: 47,668 shares; 2026Q2: 44,934 shares 44,934 $5.68M 0.28% -2,734 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: 164,030 shares; 2024Q4: 147,637 shares; 2025Q1: 139,385 shares; 2025Q2: 133,920 shares; 2025Q3: 127,007 shares; 2025Q4: 125,140 shares; 2026Q1: 125,160 shares; 2026Q2: 117,068 shares 117,068 $5.44M 0.27% -8,092 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: 5,589 shares; 2024Q4: 5,563 shares; 2025Q1: 5,546 shares; 2025Q2: 5,352 shares; 2025Q3: 4,153 shares; 2025Q4: 4,153 shares; 2026Q1: 6,924 shares; 2026Q2: 6,919 shares 6,919 $5.18M 0.25% -5 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: 17,723 shares; 2024Q4: 17,093 shares; 2025Q1: 15,897 shares; 2025Q2: 15,174 shares; 2025Q3: 14,465 shares; 2025Q4: 14,360 shares; 2026Q1: 14,195 shares; 2026Q2: 13,386 shares 13,386 $4.96M 0.24% -809 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: 78,754 shares; 2024Q4: 78,656 shares; 2025Q1: 77,671 shares; 2025Q2: 77,957 shares; 2025Q3: 80,316 shares; 2025Q4: 7,548 shares; 2026Q1: 75,749 shares; 2026Q2: 82,243 shares 82,243 $4.91M 0.24% +6,494 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,251 shares; 2024Q4: 22,987 shares; 2025Q1: 21,239 shares; 2025Q2: 20,592 shares; 2025Q3: 19,263 shares; 2025Q4: 18,845 shares; 2026Q1: 18,520 shares; 2026Q2: 17,199 shares 17,199 $4.79M 0.23% -1,321 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: 32,193 shares; 2024Q4: 32,198 shares; 2025Q1: 31,986 shares; 2025Q2: 32,045 shares; 2025Q3: 30,294 shares; 2025Q4: 30,271 shares; 2026Q1: 30,391 shares; 2026Q2: 29,712 shares 29,712 $4.41M 0.21% -679 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: 84,778 shares; 2024Q4: 81,133 shares; 2025Q1: 74,042 shares; 2025Q2: 39,575 shares; 2025Q3: 37,928 shares; 2025Q4: 37,515 shares; 2026Q1: 34,786 shares; 2026Q2: 29,890 shares 29,890 $4.38M 0.21% -4,896 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: 19,636 shares; 2024Q4: 19,455 shares; 2025Q1: 18,994 shares; 2025Q2: 18,834 shares; 2025Q3: 18,238 shares; 2025Q4: 19,671 shares; 2026Q1: 17,664 shares; 2026Q2: 16,144 shares 16,144 $4.1M 0.2% -1,520 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,867 shares; 2024Q4: 11,020 shares; 2025Q1: 10,268 shares; 2025Q2: 9,467 shares; 2025Q3: 8,942 shares; 2025Q4: 8,897 shares; 2026Q1: 8,867 shares; 2026Q2: 8,028 shares 8,028 $4.03M 0.2% -839 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: 5,804 shares; 2024Q4: 5,904 shares; 2025Q1: 5,927 shares; 2025Q2: 5,602 shares; 2025Q3: 5,554 shares; 2025Q4: 17,853 shares; 2026Q1: 17,607 shares; 2026Q2: 16,817 shares 16,817 $4.01M 0.2% -790 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: 11,957 shares; 2024Q4: 11,902 shares; 2025Q1: 11,669 shares; 2025Q2: 11,442 shares; 2025Q3: 11,281 shares; 2025Q4: 13,616 shares; 2026Q1: 13,267 shares; 2026Q2: 11,123 shares 11,123 $3.93M 0.19% -2,144 Timeline XLI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,021 shares 21,021 $3.89M 0.19% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,600 shares; 2024Q4: 9,609 shares; 2025Q1: 9,574 shares; 2025Q2: 11,182 shares; 2025Q3: 9,548 shares; 2025Q4: 9,602 shares; 2026Q1: 9,369 shares; 2026Q2: 9,581 shares 9,581 $3.58M 0.17% +212 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: 4,784 shares; 2024Q4: 7,449 shares; 2025Q1: 7,383 shares; 2025Q2: 7,048 shares; 2025Q3: 7,276 shares; 2025Q4: 7,266 shares; 2026Q1: 7,174 shares; 2026Q2: 7,138 shares 7,138 $3.57M 0.17% -36 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,617 shares; 2024Q4: 9,933 shares; 2025Q1: 9,929 shares; 2025Q2: 9,472 shares; 2025Q3: 9,329 shares; 2025Q4: 9,329 shares; 2026Q1: 6,719 shares; 2026Q2: 8,476 shares 8,476 $3.47M 0.17% +1,757 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,267 shares; 2024Q4: 60,696 shares; 2025Q1: 59,705 shares; 2025Q2: 59,032 shares; 2025Q3: 55,793 shares; 2025Q4: 51,975 shares; 2026Q1: 49,052 shares; 2026Q2: 41,664 shares 41,664 $3.43M 0.17% -7,388 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,103 shares; 2024Q4: 23,454 shares; 2025Q1: 21,170 shares; 2025Q2: 20,257 shares; 2025Q3: 19,404 shares; 2025Q4: 20,367 shares; 2026Q1: 20,353 shares; 2026Q2: 17,843 shares 17,843 $3.4M 0.17% -2,510 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,410 shares; 2025Q1: 4,158 shares; 2025Q2: 4,074 shares; 2025Q3: 3,931 shares; 2025Q4: 3,899 shares; 2026Q1: 3,870 shares; 2026Q2: 3,461 shares 3,461 $3.33M 0.16% -409 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,170 shares; 2024Q4: 44,799 shares; 2025Q1: 42,212 shares; 2025Q2: 41,161 shares; 2025Q3: 39,197 shares; 2025Q4: 40,762 shares; 2026Q1: 40,142 shares; 2026Q2: 34,217 shares 34,217 $3.1M 0.15% -5,925 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,067 shares; 2024Q4: 12,347 shares; 2025Q1: 11,359 shares; 2025Q2: 11,003 shares; 2025Q3: 10,912 shares; 2025Q4: 10,982 shares; 2026Q1: 10,858 shares; 2026Q2: 10,312 shares 10,312 $3M 0.15% -546 Timeline MYFW FIRST WESTN FINL INC More: the full row for FIRST WESTN FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,157 shares; 2024Q4: 111,675 shares; 2025Q1: 112,170 shares; 2025Q2: 112,665 shares; 2025Q3: 109,503 shares; 2025Q4: 91,479 shares; 2026Q1: 98,231 shares; 2026Q2: 92,241 shares 92,241 $2.96M 0.14% -5,990 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: 36,612 shares; 2024Q4: 36,669 shares; 2025Q1: 36,828 shares; 2025Q2: 37,650 shares; 2025Q3: 36,515 shares; 2025Q4: 35,421 shares; 2026Q1: 35,206 shares; 2026Q2: 34,569 shares 34,569 $2.81M 0.14% -637 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,406 shares; 2024Q4: 8,972 shares; 2025Q1: 8,214 shares; 2025Q2: 8,044 shares; 2025Q3: 7,751 shares; 2025Q4: 7,726 shares; 2026Q1: 7,633 shares; 2026Q2: 6,844 shares 6,844 $2.79M 0.14% -789 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: 26,705 shares; 2024Q4: 26,131 shares; 2025Q1: 25,966 shares; 2025Q2: 25,966 shares; 2025Q3: 19,886 shares; 2025Q4: 19,886 shares; 2026Q1: 19,957 shares; 2026Q2: 19,957 shares 19,957 $2.74M 0.13% 0 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: 46,743 shares; 2024Q4: 39,606 shares; 2025Q1: 39,155 shares; 2025Q2: 37,425 shares; 2025Q3: 34,128 shares; 2025Q4: 33,450 shares; 2026Q1: 33,776 shares; 2026Q2: 31,165 shares 31,165 $2.74M 0.13% -2,611 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,847 shares; 2024Q4: 40,177 shares; 2025Q1: 40,177 shares; 2025Q2: 40,177 shares; 2025Q3: 40,177 shares; 2025Q4: 40,177 shares; 2026Q1: 37,460 shares; 2026Q2: 34,286 shares 34,286 $2.67M 0.13% -3,174 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,498 shares; 2024Q4: 2,473 shares; 2025Q1: 2,475 shares; 2025Q2: 2,870 shares; 2025Q3: 2,515 shares; 2025Q4: 2,359 shares; 2026Q1: 2,298 shares; 2026Q2: 2,222 shares 2,222 $2.61M 0.13% -76 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: 17,549 shares; 2024Q4: 17,549 shares; 2025Q1: 17,549 shares; 2025Q2: 17,547 shares; 2025Q3: 17,494 shares; 2025Q4: 19,507 shares; 2026Q1: 17,507 shares; 2026Q2: 17,390 shares 17,390 $2.49M 0.12% -117 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: 22,351 shares; 2024Q4: 21,696 shares; 2025Q1: 20,580 shares; 2025Q2: 19,705 shares; 2025Q3: 19,066 shares; 2025Q4: 19,362 shares; 2026Q1: 19,163 shares; 2026Q2: 7,038 shares 7,038 $2.48M 0.12% -12,125 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,164 shares; 2024Q4: 24,894 shares; 2025Q1: 23,524 shares; 2025Q2: 23,155 shares; 2025Q3: 21,926 shares; 2025Q4: 21,618 shares; 2026Q1: 21,031 shares; 2026Q2: 19,456 shares 19,456 $2.4M 0.12% -1,575 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: 21,782 shares; 2024Q4: 21,869 shares; 2025Q1: 22,239 shares; 2025Q2: 21,860 shares; 2025Q3: 21,395 shares; 2025Q4: 21,579 shares; 2026Q1: 21,685 shares; 2026Q2: 20,999 shares 20,999 $2.38M 0.12% -686 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: 17,779 shares; 2024Q4: 17,796 shares; 2025Q1: 16,283 shares; 2025Q2: 15,753 shares; 2025Q3: 15,559 shares; 2025Q4: 17,986 shares; 2026Q1: 17,268 shares; 2026Q2: 17,292 shares 17,292 $2.34M 0.11% +24 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,229 shares; 2024Q4: 10,883 shares; 2025Q1: 10,641 shares; 2025Q2: 9,953 shares; 2025Q3: 7,597 shares; 2025Q4: 7,596 shares; 2026Q1: 7,976 shares; 2026Q2: 9,592 shares 9,592 $2.33M 0.11% +1,616 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,020 shares; 2024Q4: 15,827 shares; 2025Q1: 15,670 shares; 2025Q2: 15,637 shares; 2025Q3: 15,601 shares; 2025Q4: 14,535 shares; 2026Q1: 15,438 shares; 2026Q2: 15,511 shares 15,511 $2.17M 0.11% +73 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,579 shares; 2024Q4: 18,290 shares; 2025Q1: 16,548 shares; 2025Q2: 16,382 shares; 2025Q3: 15,686 shares; 2025Q4: 14,506 shares; 2026Q1: 14,630 shares; 2026Q2: 13,139 shares 13,139 $2.15M 0.1% -1,491 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: 8,621 shares; 2024Q4: 10,981 shares; 2025Q1: 11,142 shares; 2025Q2: 11,101 shares; 2025Q3: 11,050 shares; 2025Q4: 11,038 shares; 2026Q1: 11,038 shares; 2026Q2: 11,130 shares 11,130 $2.11M 0.1% +92 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,422 shares; 2024Q4: 29,297 shares; 2025Q1: 25,582 shares; 2025Q2: 25,086 shares; 2025Q3: 24,160 shares; 2025Q4: 21,696 shares; 2026Q1: 22,047 shares; 2026Q2: 20,671 shares 20,671 $1.99M 0.1% -1,376 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,575 shares 8,575 $1.92M 0.09% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,574 shares 8,574 $1.89M 0.09% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,816 shares; 2024Q4: 33,844 shares; 2025Q1: 33,842 shares; 2025Q2: 33,390 shares; 2025Q3: 32,627 shares; 2025Q4: 32,604 shares; 2026Q1: 32,614 shares; 2026Q2: 32,542 shares 32,542 $1.88M 0.09% -72 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: 13,403 shares; 2024Q4: 13,390 shares; 2025Q1: 13,307 shares; 2025Q2: 13,293 shares; 2025Q3: 13,167 shares; 2025Q4: 15,347 shares; 2026Q1: 15,204 shares; 2026Q2: 11,991 shares 11,991 $1.76M 0.09% -3,213 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,410 shares; 2024Q4: 43,619 shares; 2025Q1: 38,697 shares; 2025Q2: 35,414 shares; 2025Q3: 32,129 shares; 2025Q4: 31,426 shares; 2026Q1: 31,146 shares; 2026Q2: 28,045 shares 28,045 $1.71M 0.08% -3,101 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: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares; 2026Q2: 6,700 shares 6,700 $1.69M 0.08% 0 Timeline IBHK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,143 shares; 2026Q2: 65,429 shares 65,429 $1.69M 0.08% +46,286 Timeline IBHL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,339 shares; 2026Q2: 66,035 shares 66,035 $1.68M 0.08% +46,696 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,938 shares; 2026Q2: 71,612 shares 71,612 $1.68M 0.08% +50,674 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,734 shares; 2026Q2: 70,959 shares 70,959 $1.67M 0.08% +50,225 Timeline IBHJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,608 shares; 2026Q2: 61,154 shares 61,154 $1.62M 0.08% +42,546 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: 3,227 shares; 2024Q4: 3,290 shares; 2025Q1: 3,784 shares; 2025Q2: 3,969 shares; 2025Q3: 3,957 shares; 2025Q4: 4,172 shares; 2026Q1: 4,150 shares; 2026Q2: 4,123 shares 4,123 $1.56M 0.08% -27 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,729 shares; 2024Q4: 19,565 shares; 2025Q1: 18,067 shares; 2025Q2: 16,912 shares; 2025Q3: 15,052 shares; 2025Q4: 13,595 shares; 2026Q1: 14,041 shares; 2026Q2: 12,401 shares 12,401 $1.54M 0.08% -1,640 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,158 shares; 2024Q4: 8,801 shares; 2025Q1: 8,149 shares; 2025Q2: 8,089 shares; 2025Q3: 7,747 shares; 2025Q4: 7,637 shares; 2026Q1: 7,136 shares; 2026Q2: 5,772 shares 5,772 $1.51M 0.07% -1,364 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.07% 0 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: 1,434 shares; 2024Q4: 1,409 shares; 2025Q1: 1,401 shares; 2025Q2: 1,203 shares; 2025Q3: 1,193 shares; 2025Q4: 1,215 shares; 2026Q1: 1,179 shares; 2026Q2: 1,182 shares 1,182 $1.42M 0.07% +3 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: 5,481 shares; 2024Q4: 21,924 shares; 2025Q1: 21,924 shares; 2025Q2: 21,924 shares; 2025Q3: 21,924 shares; 2025Q4: 21,924 shares; 2026Q1: 21,924 shares; 2026Q2: 41,777 shares 41,777 $1.41M 0.07% +19,853 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: 5,223 shares; 2024Q4: 5,265 shares; 2025Q1: 4,956 shares; 2025Q2: 4,875 shares; 2025Q3: 4,934 shares; 2025Q4: 6,208 shares; 2026Q1: 6,204 shares; 2026Q2: 5,491 shares 5,491 $1.38M 0.07% -713 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: 2,915 shares; 2024Q4: 2,920 shares; 2025Q1: 2,803 shares; 2025Q2: 2,803 shares; 2025Q3: 2,783 shares; 2025Q4: 2,583 shares; 2026Q1: 2,765 shares; 2026Q2: 2,675 shares 2,675 $1.36M 0.07% -90 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,598 shares; 2024Q4: 233,598 shares; 2025Q1: 233,598 shares; 2025Q2: 233,598 shares; 2025Q3: 233,598 shares; 2025Q4: 233,598 shares; 2026Q1: 173,598 shares; 2026Q2: 142,698 shares 142,698 $1.35M 0.07% -30,900 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,286 shares; 2024Q4: 6,871 shares; 2025Q1: 6,729 shares; 2025Q2: 6,291 shares; 2025Q3: 6,109 shares; 2025Q4: 6,141 shares; 2026Q1: 6,102 shares; 2026Q2: 6,056 shares 6,056 $1.32M 0.06% -46 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: 14,592 shares; 2024Q4: 15,752 shares; 2025Q1: 13,397 shares; 2025Q2: 13,348 shares; 2025Q3: 12,288 shares; 2025Q4: 9,681 shares; 2026Q1: 10,085 shares; 2026Q2: 9,597 shares 9,597 $1.31M 0.06% -488 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,807 shares; 2024Q4: 3,819 shares; 2025Q1: 3,785 shares; 2025Q2: 3,792 shares; 2025Q3: 3,777 shares; 2025Q4: 6,060 shares; 2026Q1: 5,479 shares; 2026Q2: 3,784 shares 3,784 $1.28M 0.06% -1,695 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: 6,270 shares; 2024Q4: 6,379 shares; 2025Q1: 6,376 shares; 2025Q2: 6,376 shares; 2025Q3: 6,053 shares; 2025Q4: 9,638 shares; 2026Q1: 10,543 shares; 2026Q2: 10,564 shares 10,564 $1.24M 0.06% +21 Timeline JNK 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: 12,805 shares; 2025Q4: 12,820 shares; 2026Q1: 12,843 shares; 2026Q2: 12,419 shares 12,419 $1.2M 0.06% -424 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: 19,621 shares; 2024Q4: 19,621 shares; 2025Q1: 16,019 shares; 2025Q2: 17,419 shares; 2025Q3: 15,993 shares; 2025Q4: 14,705 shares; 2026Q1: 14,882 shares; 2026Q2: 14,857 shares 14,857 $1.19M 0.06% -25 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: 6,900 shares; 2024Q4: 6,985 shares; 2025Q1: 6,841 shares; 2025Q2: 6,841 shares; 2025Q3: 6,831 shares; 2025Q4: 6,829 shares; 2026Q1: 6,667 shares; 2026Q2: 6,570 shares 6,570 $1.19M 0.06% -97 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: 2,880 shares; 2024Q4: 2,885 shares; 2025Q1: 2,928 shares; 2025Q2: 2,938 shares; 2025Q3: 2,863 shares; 2025Q4: 2,849 shares; 2026Q1: 2,721 shares; 2026Q2: 2,727 shares 2,727 $1.16M 0.06% +6 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: 715 shares; 2024Q4: 715 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 811 shares; 2026Q1: 797 shares; 2026Q2: 1,499 shares 1,499 $1.1M 0.05% +702 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: 2,166 shares; 2024Q4: 2,186 shares; 2025Q1: 2,159 shares; 2025Q2: 2,154 shares; 2025Q3: 2,148 shares; 2025Q4: 2,137 shares; 2026Q1: 2,136 shares; 2026Q2: 2,139 shares 2,139 $1.1M 0.05% +3 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,610 shares; 2024Q4: 14,610 shares; 2025Q1: 12,649 shares; 2025Q2: 12,636 shares; 2025Q3: 12,647 shares; 2025Q4: 12,649 shares; 2026Q1: 12,647 shares; 2026Q2: 12,635 shares 12,635 $1.09M 0.05% -12 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: 1,145 shares; 2024Q4: 1,128 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,004 shares 1,004 $1.07M 0.05% +4 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: 1,056 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,158 shares; 2026Q1: 1,314 shares; 2026Q2: 1,303 shares 1,303 $942K 0.05% -11 Timeline VENU HLDG CORP VENU HLDG CORP More: the full row for VENU HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400,120 shares; 2026Q2: 400,120 shares 400,120 $908K 0.04% 0 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: 3,987 shares; 2024Q4: 3,767 shares; 2025Q1: 3,602 shares; 2025Q2: 3,363 shares; 2025Q3: 3,319 shares; 2025Q4: 3,323 shares; 2026Q1: 3,266 shares; 2026Q2: 3,151 shares 3,151 $886K 0.04% -115 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099 shares; 2024Q4: 2,112 shares; 2025Q1: 2,099 shares; 2025Q2: 2,100 shares; 2025Q3: 2,094 shares; 2025Q4: 2,120 shares; 2026Q1: 2,212 shares; 2026Q2: 2,213 shares 2,213 $879K 0.04% +1 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: 3,768 shares; 2024Q4: 11,304 shares; 2025Q1: 11,304 shares; 2025Q2: 11,304 shares; 2025Q3: 11,304 shares; 2025Q4: 11,304 shares; 2026Q1: 11,304 shares; 2026Q2: 23,819 shares 23,819 $829K 0.04% +12,515 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 256 shares; 2026Q2: 258 shares 258 $825K 0.04% +2 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: 9,747 shares; 2024Q4: 9,815 shares; 2025Q1: 8,469 shares; 2025Q2: 7,973 shares; 2025Q3: 6,373 shares; 2025Q4: 6,373 shares; 2026Q1: 6,581 shares; 2026Q2: 6,333 shares 6,333 $814K 0.04% -248 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: 5,302 shares; 2024Q4: 5,208 shares; 2025Q1: 5,208 shares; 2025Q2: 5,197 shares; 2025Q3: 5,197 shares; 2025Q4: 4,979 shares; 2026Q1: 4,975 shares; 2026Q2: 4,943 shares 4,943 $800K 0.04% -32 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 reported; 2024Q4: 14,119 shares; 2025Q1: 14,167 shares; 2025Q2: 14,556 shares; 2025Q3: 14,123 shares; 2025Q4: 10,623 shares; 2026Q1: 10,623 shares; 2026Q2: 10,623 shares 10,623 $791K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,819 shares; 2024Q4: 2,839 shares; 2025Q1: 2,818 shares; 2025Q2: 2,818 shares; 2025Q3: 2,816 shares; 2025Q4: 2,806 shares; 2026Q1: 2,807 shares; 2026Q2: 2,813 shares 2,813 $775K 0.04% +6 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: 425 shares; 2024Q4: 344 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 790 shares; 2026Q1: 790 shares; 2026Q2: 791 shares 791 $774K 0.04% +1 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: 7,339 shares; 2024Q4: 6,952 shares; 2025Q1: 5,768 shares; 2025Q2: 5,327 shares; 2025Q3: 4,654 shares; 2025Q4: 3,903 shares; 2026Q1: 3,995 shares; 2026Q2: 3,735 shares 3,735 $766K 0.04% -260 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: 1,485 shares; 2024Q4: 1,531 shares; 2025Q1: 1,467 shares; 2025Q2: 1,406 shares; 2025Q3: 1,304 shares; 2025Q4: 1,353 shares; 2026Q1: 1,323 shares; 2026Q2: 1,332 shares 1,332 $750K 0.04% +9 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 608 shares; 2024Q4: 598 shares; 2025Q1: 571 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 561 shares 561 $747K 0.04% +1 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 949 shares; 2024Q4: 949 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 1,055 shares 1,055 $742K 0.04% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,537 shares; 2024Q4: 5,656 shares; 2025Q1: 5,896 shares; 2025Q2: 5,820 shares; 2025Q3: 5,199 shares; 2025Q4: 5,084 shares; 2026Q1: 4,965 shares; 2026Q2: 4,965 shares 4,965 $727K 0.04% 0 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: 165,280 shares; 2024Q4: 143,492 shares; 2025Q1: 135,411 shares; 2025Q2: 132,096 shares; 2025Q3: 120,877 shares; 2025Q4: 64,237 shares; 2026Q1: 79,773 shares; 2026Q2: 21,972 shares 21,972 $719K 0.04% -57,801 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: 4,312 shares; 2024Q4: 4,347 shares; 2025Q1: 4,336 shares; 2025Q2: 4,185 shares; 2025Q3: 4,140 shares; 2025Q4: 4,548 shares; 2026Q1: 3,909 shares; 2026Q2: 3,847 shares 3,847 $711K 0.03% -62 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,708 shares; 2024Q4: 2,669 shares; 2025Q1: 2,581 shares; 2025Q2: 2,581 shares; 2025Q3: 2,581 shares; 2025Q4: 2,581 shares; 2026Q1: 2,581 shares; 2026Q2: 3,108 shares 3,108 $687K 0.03% +527 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,431 shares; 2024Q4: 7,431 shares; 2025Q1: 7,431 shares; 2025Q2: 7,431 shares; 2025Q3: 7,428 shares; 2025Q4: 7,428 shares; 2026Q1: 7,428 shares; 2026Q2: 7,440 shares 7,440 $682K 0.03% +12 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,678 shares; 2024Q4: 4,797 shares; 2025Q1: 4,726 shares; 2025Q2: 4,432 shares; 2025Q3: 4,090 shares; 2025Q4: 3,961 shares; 2026Q1: 4,212 shares; 2026Q2: 4,099 shares 4,099 $679K 0.03% -113 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,041 shares; 2024Q4: 13,041 shares; 2025Q1: 12,538 shares; 2025Q2: 12,538 shares; 2025Q3: 8,893 shares; 2025Q4: 8,137 shares; 2026Q1: 8,137 shares; 2026Q2: 8,137 shares 8,137 $669K 0.03% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 809 shares; 2026Q1: 824 shares; 2026Q2: 565 shares 565 $652K 0.03% -259 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,660 shares; 2024Q4: 4,777 shares; 2025Q1: 4,641 shares; 2025Q2: 4,622 shares; 2025Q3: 4,826 shares; 2025Q4: 7,808 shares; 2026Q1: 7,803 shares; 2026Q2: 7,757 shares 7,757 $641K 0.03% -46 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,896 shares; 2024Q4: 3,896 shares; 2025Q1: 3,918 shares; 2025Q2: 3,918 shares; 2025Q3: 3,912 shares; 2025Q4: 3,952 shares; 2026Q1: 3,952 shares; 2026Q2: 3,898 shares 3,898 $623K 0.03% -54 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,013 shares; 2024Q4: 22,618 shares; 2025Q1: 22,516 shares; 2025Q2: 45,621 shares; 2025Q3: 22,347 shares; 2025Q4: 25,013 shares; 2026Q1: 25,835 shares; 2026Q2: 25,721 shares 25,721 $619K 0.03% -114 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: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,716 shares; 2025Q4: 2,834 shares; 2026Q1: 2,801 shares; 2026Q2: 2,731 shares 2,731 $612K 0.03% -70 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,947 shares; 2024Q4: 2,947 shares; 2025Q1: 2,947 shares; 2025Q2: 2,947 shares; 2025Q3: 2,947 shares; 2025Q4: 2,947 shares; 2026Q1: 2,947 shares; 2026Q2: 2,947 shares 2,947 $590K 0.03% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,134 shares; 2025Q1: 1,212 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 1,209 shares; 2026Q1: 1,209 shares; 2026Q2: 1,232 shares 1,232 $588K 0.03% +23 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,028 shares; 2024Q4: 23,028 shares; 2025Q1: 19,497 shares; 2025Q2: 19,497 shares; 2025Q3: 18,318 shares; 2025Q4: 15,359 shares; 2026Q1: 11,159 shares; 2026Q2: 10,876 shares 10,876 $588K 0.03% -283 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: 913 shares; 2024Q4: 931 shares; 2025Q1: 941 shares; 2025Q2: 752 shares; 2025Q3: 741 shares; 2025Q4: 746 shares; 2026Q1: 743 shares; 2026Q2: 752 shares 752 $568K 0.03% +9 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: 2,057 shares; 2024Q4: 2,069 shares; 2025Q1: 2,092 shares; 2025Q2: 2,092 shares; 2025Q3: 2,082 shares; 2025Q4: 2,082 shares; 2026Q1: 2,073 shares; 2026Q2: 2,077 shares 2,077 $565K 0.03% +4 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,642 shares; 2024Q4: 9,972 shares; 2025Q1: 10,018 shares; 2025Q2: 10,018 shares; 2025Q3: 10,018 shares; 2025Q4: 7,688 shares; 2026Q1: 7,688 shares; 2026Q2: 7,688 shares 7,688 $564K 0.03% 0 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,224 shares; 2024Q4: 24,224 shares; 2025Q1: 24,224 shares; 2025Q2: 24,224 shares; 2025Q3: 24,224 shares; 2025Q4: not reported; 2026Q1: 24,224 shares; 2026Q2: 24,224 shares 24,224 $554K 0.03% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,994 shares; 2024Q4: 7,994 shares; 2025Q1: 7,994 shares; 2025Q2: 7,994 shares; 2025Q3: 7,994 shares; 2025Q4: 7,994 shares; 2026Q1: 6,670 shares; 2026Q2: 6,670 shares 6,670 $547K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,590 shares; 2024Q4: 6,746 shares; 2025Q1: 5,791 shares; 2025Q2: 5,599 shares; 2025Q3: 5,584 shares; 2025Q4: 3,761 shares; 2026Q1: 4,096 shares; 2026Q2: 1,861 shares 1,861 $546K 0.03% -2,235 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,123 shares; 2024Q4: 18,228 shares; 2025Q1: 15,571 shares; 2025Q2: 15,467 shares; 2025Q3: 15,366 shares; 2025Q4: 15,242 shares; 2026Q1: 14,994 shares; 2026Q2: 15,038 shares 15,038 $545K 0.03% +44 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: 4,244 shares; 2024Q4: 3,577 shares; 2025Q1: 3,305 shares; 2025Q2: 3,158 shares; 2025Q3: 3,158 shares; 2025Q4: 3,158 shares; 2026Q1: 3,132 shares; 2026Q2: 3,042 shares 3,042 $543K 0.03% -90 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: 876 shares; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 893 shares; 2025Q4: 1,493 shares; 2026Q1: 1,493 shares; 2026Q2: 1,496 shares 1,496 $542K 0.03% +3 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: 7,998 shares; 2024Q4: 8,089 shares; 2025Q1: 7,598 shares; 2025Q2: 7,598 shares; 2025Q3: 7,598 shares; 2025Q4: 7,598 shares; 2026Q1: 7,542 shares; 2026Q2: 7,480 shares 7,480 $538K 0.03% -62 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,778 shares; 2024Q4: 12,778 shares; 2025Q1: 10,669 shares; 2025Q2: 10,669 shares; 2025Q3: 10,669 shares; 2025Q4: 10,175 shares; 2026Q1: 5,515 shares; 2026Q2: 5,516 shares 5,516 $532K 0.03% +1 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: 3,662 shares; 2024Q4: 3,662 shares; 2025Q1: 3,662 shares; 2025Q2: 3,662 shares; 2025Q3: 2,206 shares; 2025Q4: 2,206 shares; 2026Q1: 2,308 shares; 2026Q2: 2,308 shares 2,308 $524K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 527 shares; 2025Q1: 1,066 shares; 2025Q2: 1,368 shares; 2025Q3: 1,397 shares; 2025Q4: 1,510 shares; 2026Q1: 1,492 shares; 2026Q2: 1,240 shares 1,240 $522K 0.03% -252 Timeline FTSM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,320 shares 8,320 $497K 0.02% new 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: 1,282 shares; 2024Q4: 1,300 shares; 2025Q1: 1,287 shares; 2025Q2: 1,301 shares; 2025Q3: 1,312 shares; 2025Q4: 1,345 shares; 2026Q1: 1,010 shares; 2026Q2: 1,165 shares 1,165 $484K 0.02% +155 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,406 shares; 2026Q1: 1,416 shares; 2026Q2: 1,419 shares 1,419 $484K 0.02% +3 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,324 shares 17,324 $480K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104 shares; 2024Q4: 1,133 shares; 2025Q1: 1,161 shares; 2025Q2: 1,142 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,195 shares; 2026Q2: 1,205 shares 1,205 $475K 0.02% +10 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: 3,651 shares; 2024Q4: 3,651 shares; 2025Q1: 3,651 shares; 2025Q2: 3,651 shares; 2025Q3: 3,637 shares; 2025Q4: 2,779 shares; 2026Q1: 3,641 shares; 2026Q2: 3,701 shares 3,701 $468K 0.02% +60 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: 4,915 shares; 2024Q4: 4,871 shares; 2025Q1: 4,640 shares; 2025Q2: 4,332 shares; 2025Q3: 4,252 shares; 2025Q4: 4,250 shares; 2026Q1: 4,697 shares; 2026Q2: 4,454 shares 4,454 $461K 0.02% -243 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,038 shares; 2026Q2: 1,038 shares 1,038 $450K 0.02% 0 Timeline SPMO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,017 shares; 2026Q1: 2,763 shares; 2026Q2: 2,763 shares 2,763 $446K 0.02% 0 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: 2,419 shares; 2024Q4: 2,419 shares; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: 2,186 shares; 2025Q4: 2,162 shares; 2026Q1: 1,954 shares; 2026Q2: 1,885 shares 1,885 $446K 0.02% -69 Timeline DHY CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 250,000 shares; 2026Q2: 250,000 shares 250,000 $445K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,193 shares; 2025Q3: 2,186 shares; 2025Q4: 2,186 shares; 2026Q1: 2,186 shares; 2026Q2: 2,191 shares 2,191 $440K 0.02% +5 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,757 shares; 2024Q4: 3,757 shares; 2025Q1: 3,690 shares; 2025Q2: 3,690 shares; 2025Q3: 3,641 shares; 2025Q4: 3,686 shares; 2026Q1: 3,686 shares; 2026Q2: 3,698 shares 3,698 $434K 0.02% +12 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $415K 0.02% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: 498 shares; 2025Q1: not reported; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 503 shares; 2026Q2: 499 shares 499 $414K 0.02% -4 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,871 shares; 2024Q4: 1,888 shares; 2025Q1: 1,826 shares; 2025Q2: 1,826 shares; 2025Q3: 1,816 shares; 2025Q4: 1,805 shares; 2026Q1: 1,805 shares; 2026Q2: 1,850 shares 1,850 $412K 0.02% +45 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: 4,242 shares; 2024Q4: 4,313 shares; 2025Q1: 4,267 shares; 2025Q2: 4,089 shares; 2025Q3: 3,994 shares; 2025Q4: 4,254 shares; 2026Q1: 3,986 shares; 2026Q2: 3,998 shares 3,998 $409K 0.02% +12 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,981 shares; 2024Q4: 3,903 shares; 2025Q1: 3,558 shares; 2025Q2: 3,558 shares; 2025Q3: 2,715 shares; 2025Q4: 2,542 shares; 2026Q1: 2,430 shares; 2026Q2: 2,430 shares 2,430 $400K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 405 shares; 2025Q1: 397 shares; 2025Q2: 392 shares; 2025Q3: 391 shares; 2025Q4: 391 shares; 2026Q1: 389 shares; 2026Q2: 390 shares 390 $394K 0.02% +1 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: 716 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 721 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 621 shares 621 $394K 0.02% -87 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: 5,626 shares; 2024Q4: 5,647 shares; 2025Q1: 5,664 shares; 2025Q2: 5,616 shares; 2025Q3: 5,558 shares; 2025Q4: 6,569 shares; 2026Q1: 6,576 shares; 2026Q2: 6,564 shares 6,564 $380K 0.02% -12 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,097 shares; 2024Q4: 19,087 shares; 2025Q1: 19,087 shares; 2025Q2: 19,087 shares; 2025Q3: 19,199 shares; 2025Q4: 19,087 shares; 2026Q1: 19,087 shares; 2026Q2: 19,110 shares 19,110 $379K 0.02% +23 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares; 2025Q3: 2,126 shares; 2025Q4: 2,116 shares; 2026Q1: 2,386 shares; 2026Q2: 2,386 shares 2,386 $373K 0.02% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,048 shares; 2024Q4: 10,421 shares; 2025Q1: 10,381 shares; 2025Q2: 9,953 shares; 2025Q3: 8,385 shares; 2025Q4: 7,287 shares; 2026Q1: 7,287 shares; 2026Q2: 6,764 shares 6,764 $372K 0.02% -523 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: 3,614 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,614 shares; 2025Q3: 3,614 shares; 2025Q4: 3,634 shares; 2026Q1: 4,387 shares; 2026Q2: 4,387 shares 4,387 $363K 0.02% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,628 shares; 2024Q4: 22,904 shares; 2025Q1: 22,865 shares; 2025Q2: 22,865 shares; 2025Q3: 22,865 shares; 2025Q4: 26,734 shares; 2026Q1: 26,734 shares; 2026Q2: 27,039 shares 27,039 $361K 0.02% +305 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: 1,869 shares; 2024Q4: 966 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 701 shares; 2026Q2: 4,428 shares 4,428 $357K 0.02% +3,727 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: 614 shares 614 $357K 0.02% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,166 shares; 2024Q4: 1,158 shares; 2025Q1: 1,192 shares; 2025Q2: 1,201 shares; 2025Q3: 1,179 shares; 2025Q4: 1,162 shares; 2026Q1: 1,156 shares; 2026Q2: 1,161 shares 1,161 $350K 0.02% +5 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: 8,973 shares; 2024Q4: 9,052 shares; 2025Q1: 8,031 shares; 2025Q2: 7,897 shares; 2025Q3: 7,781 shares; 2025Q4: 7,584 shares; 2026Q1: 7,328 shares; 2026Q2: 3,703 shares 3,703 $342K 0.02% -3,625 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514 shares; 2024Q4: 475 shares; 2025Q1: 512 shares; 2025Q2: 545 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 544 shares; 2026Q2: 545 shares 545 $340K 0.02% +1 Timeline VTWV 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: 1,738 shares; 2024Q4: 1,738 shares; 2025Q1: 1,738 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares; 2026Q1: 1,738 shares; 2026Q2: 1,738 shares 1,738 $340K 0.02% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,740 shares; 2024Q4: 1,767 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares; 2026Q2: 1,444 shares 1,444 $337K 0.02% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 451 shares; 2025Q4: 422 shares; 2026Q1: 419 shares; 2026Q2: 419 shares 419 $333K 0.02% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,858 shares 8,858 $327K 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,398 shares; 2024Q4: 1,398 shares; 2025Q1: 1,410 shares; 2025Q2: 1,160 shares; 2025Q3: 1,139 shares; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares; 2026Q2: 1,187 shares 1,187 $321K 0.02% -64 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,219 shares; 2026Q1: 1,219 shares; 2026Q2: 1,021 shares 1,021 $320K 0.02% -198 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: 3,637 shares; 2024Q4: 3,636 shares; 2025Q1: 3,633 shares; 2025Q2: 3,633 shares; 2025Q3: 3,622 shares; 2025Q4: 2,199 shares; 2026Q1: 3,622 shares; 2026Q2: 3,632 shares 3,632 $316K 0.02% +10 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: 1,073 shares; 2024Q4: 1,075 shares; 2025Q1: 1,021 shares; 2025Q2: 988 shares; 2025Q3: 927 shares; 2025Q4: 929 shares; 2026Q1: 1,029 shares; 2026Q2: 805 shares 805 $311K 0.02% -224 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: 999 shares; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 782 shares; 2025Q4: 812 shares; 2026Q1: 782 shares; 2026Q2: 817 shares 817 $301K 0.01% +35 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,394 shares; 2024Q4: 9,698 shares; 2025Q1: 8,927 shares; 2025Q2: 8,607 shares; 2025Q3: 8,267 shares; 2025Q4: 7,804 shares; 2026Q1: 1,306 shares; 2026Q2: 886 shares 886 $300K 0.01% -420 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,776 shares; 2024Q4: 10,499 shares; 2025Q1: 8,751 shares; 2025Q2: 8,427 shares; 2025Q3: 7,877 shares; 2025Q4: 7,712 shares; 2026Q1: 7,535 shares; 2026Q2: 7,294 shares 7,294 $299K 0.01% -241 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,877 shares 7,877 $285K 0.01% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,724 shares; 2025Q1: 5,242 shares; 2025Q2: 5,095 shares; 2025Q3: 4,762 shares; 2025Q4: 4,742 shares; 2026Q1: 4,857 shares; 2026Q2: 4,924 shares 4,924 $281K 0.01% +67 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 7,234 shares; 2026Q1: 5,044 shares; 2026Q2: 4,000 shares 4,000 $276K 0.01% -1,044 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: 3,770 shares; 2024Q4: 4,950 shares; 2025Q1: 4,958 shares; 2025Q2: 4,958 shares; 2025Q3: 4,942 shares; 2025Q4: 3,826 shares; 2026Q1: 3,826 shares; 2026Q2: 3,826 shares 3,826 $274K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,256 shares; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares; 2026Q2: 1,208 shares 1,208 $271K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: not reported; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 464 shares; 2025Q4: 482 shares; 2026Q1: 491 shares; 2026Q2: 495 shares 495 $257K 0.01% +4 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: 958 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 784 shares; 2026Q1: 833 shares; 2026Q2: 833 shares 833 $252K 0.01% 0 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: 3,165 shares; 2024Q4: 3,165 shares; 2025Q1: 3,165 shares; 2025Q2: 3,165 shares; 2025Q3: 3,157 shares; 2025Q4: 3,157 shares; 2026Q1: 3,157 shares; 2026Q2: 3,088 shares 3,088 $251K 0.01% -69 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: 2,070 shares; 2024Q4: 2,091 shares; 2025Q1: 2,003 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,066 shares; 2026Q1: 2,027 shares; 2026Q2: 1,917 shares 1,917 $250K 0.01% -110 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,180 shares; 2025Q1: 2,615 shares; 2025Q2: 2,368 shares; 2025Q3: 2,365 shares; 2025Q4: 2,366 shares; 2026Q1: 2,386 shares; 2026Q2: 2,383 shares 2,383 $248K 0.01% -3 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,107 shares; 2026Q2: 1,110 shares 1,110 $245K 0.01% +3 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 1,997 shares; 2025Q1: 1,993 shares; 2025Q2: 1,999 shares; 2025Q3: 1,994 shares; 2025Q4: 1,998 shares; 2026Q1: 1,998 shares; 2026Q2: 2,002 shares 2,002 $243K 0.01% +4 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 683 shares 683 $239K 0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,332 shares 2,332 $239K 0.01% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,860 shares; 2026Q2: 9,860 shares 9,860 $233K 0.01% 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: 1,009 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares 680 $232K 0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,097 shares; 2024Q4: 3,619 shares; 2025Q1: not reported; 2025Q2: 3,619 shares; 2025Q3: 3,619 shares; 2025Q4: 5,428 shares; 2026Q1: 5,428 shares; 2026Q2: 5,428 shares 5,428 $231K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,272 shares; 2026Q1: 3,302 shares; 2026Q2: 3,668 shares 3,668 $231K 0.01% +366 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,183 shares; 2026Q1: not reported; 2026Q2: 1,101 shares 1,101 $230K 0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,612 shares; 2024Q4: 17,002 shares; 2025Q1: 15,427 shares; 2025Q2: 14,765 shares; 2025Q3: 14,130 shares; 2025Q4: 13,480 shares; 2026Q1: 13,738 shares; 2026Q2: 2,914 shares 2,914 $230K 0.01% -10,824 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 594 shares; 2025Q4: 602 shares; 2026Q1: 503 shares; 2026Q2: 398 shares 398 $224K 0.01% -105 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 928 shares 928 $221K 0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,043 shares 6,043 $219K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 1,225 shares 1,225 $218K 0.01% +1,165 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 540 shares 540 $217K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,805 shares; 2026Q2: 2,705 shares 2,705 $216K 0.01% -100 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares; 2026Q2: 806 shares 806 $216K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 854 shares; 2025Q1: 854 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 647 shares 647 $214K 0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,453 shares 1,453 $211K 0.01% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,475 shares 1,475 $211K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,680 shares 2,680 $205K 0.01% new 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: 6,554 shares; 2024Q4: 6,208 shares; 2025Q1: 5,515 shares; 2025Q2: 5,547 shares; 2025Q3: 5,776 shares; 2025Q4: 6,128 shares; 2026Q1: 5,177 shares; 2026Q2: 4,841 shares 4,841 $205K 0.01% -336 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,492 shares 1,492 $205K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,218 shares; 2026Q2: 1,210 shares 1,210 $205K 0.01% -8 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL 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: 1,590 shares; 2026Q1: 1,590 shares; 2026Q2: 1,281 shares 1,281 $202K 0.01% -309 Timeline