ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536,863 shares; 2024Q4: 1,555,236 shares; 2025Q1: 1,576,511 shares; 2025Q2: 1,569,754 shares; 2025Q3: 1,619,716 shares; 2025Q4: 1,612,103 shares; 2026Q1: 1,677,698 shares; 2026Q2: 1,776,727 shares 1,776,727 $135M 10.16% +99,029 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: 916,584 shares; 2024Q4: 929,870 shares; 2025Q1: 941,973 shares; 2025Q2: 938,960 shares; 2025Q3: 964,150 shares; 2025Q4: 958,983 shares; 2026Q1: 961,460 shares; 2026Q2: 962,740 shares 962,740 $106M 7.98% +1,280 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802,218 shares; 2024Q4: 811,416 shares; 2025Q1: 830,788 shares; 2025Q2: 833,504 shares; 2025Q3: 843,986 shares; 2025Q4: 854,539 shares; 2026Q1: 886,374 shares; 2026Q2: 941,740 shares 941,740 $99.9M 7.51% +55,366 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: 206,966 shares; 2024Q4: 210,045 shares; 2025Q1: 214,193 shares; 2025Q2: 213,039 shares; 2025Q3: 218,746 shares; 2025Q4: 217,470 shares; 2026Q1: 218,117 shares; 2026Q2: 218,586 shares 218,586 $65.7M 4.94% +469 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: 96,994 shares; 2024Q4: 97,206 shares; 2025Q1: 98,494 shares; 2025Q2: 98,441 shares; 2025Q3: 101,381 shares; 2025Q4: 78,978 shares; 2026Q1: 69,122 shares; 2026Q2: 50,603 shares 50,603 $58.4M 4.39% -18,519 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: 201,974 shares; 2024Q4: 204,185 shares; 2025Q1: 181,376 shares; 2025Q2: 180,492 shares; 2025Q3: 182,412 shares; 2025Q4: 171,388 shares; 2026Q1: 163,740 shares; 2026Q2: 159,932 shares 159,932 $57.2M 4.29% -3,808 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: 256,257 shares; 2024Q4: 261,091 shares; 2025Q1: 263,777 shares; 2025Q2: 270,083 shares; 2025Q3: 277,842 shares; 2025Q4: 274,650 shares; 2026Q1: 269,667 shares; 2026Q2: 268,074 shares 268,074 $53.6M 4.03% -1,593 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: 183,768 shares; 2024Q4: 186,555 shares; 2025Q1: 186,557 shares; 2025Q2: 186,870 shares; 2025Q3: 187,626 shares; 2025Q4: 186,115 shares; 2026Q1: 185,524 shares; 2026Q2: 184,042 shares 184,042 $53.3M 4% -1,482 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514,018 shares; 2024Q4: 491,007 shares; 2025Q1: 535,717 shares; 2025Q2: 590,221 shares; 2025Q3: 597,905 shares; 2025Q4: 954,287 shares; 2026Q1: 966,872 shares; 2026Q2: 951,402 shares 951,402 $45.2M 3.39% -15,470 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: 103,842 shares; 2024Q4: 104,518 shares; 2025Q1: 106,702 shares; 2025Q2: 106,100 shares; 2025Q3: 109,435 shares; 2025Q4: 108,542 shares; 2026Q1: 111,628 shares; 2026Q2: 116,031 shares 116,031 $43.3M 3.25% +4,403 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: 53,394 shares; 2024Q4: 54,801 shares; 2025Q1: 55,295 shares; 2025Q2: 56,311 shares; 2025Q3: 57,014 shares; 2025Q4: 61,371 shares; 2026Q1: 56,439 shares; 2026Q2: 55,199 shares 55,199 $41.3M 3.11% -1,240 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: 118,403 shares; 2024Q4: 120,438 shares; 2025Q1: 146,099 shares; 2025Q2: 146,567 shares; 2025Q3: 151,363 shares; 2025Q4: 149,477 shares; 2026Q1: 151,064 shares; 2026Q2: 148,069 shares 148,069 $35.3M 2.65% -2,995 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: 46,943 shares; 2024Q4: 46,310 shares; 2025Q1: 46,370 shares; 2025Q2: 45,826 shares; 2025Q3: 44,386 shares; 2025Q4: 43,894 shares; 2026Q1: 43,200 shares; 2026Q2: 41,889 shares 41,889 $31.3M 2.35% -1,311 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: 4,660 shares; 2024Q4: 4,829 shares; 2025Q1: 49,797 shares; 2025Q2: 51,511 shares; 2025Q3: 55,370 shares; 2025Q4: 54,993 shares; 2026Q1: 57,240 shares; 2026Q2: 64,624 shares 64,624 $24.4M 1.83% +7,384 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: 36,895 shares; 2024Q4: 37,565 shares; 2025Q1: 38,377 shares; 2025Q2: 38,294 shares; 2025Q3: 39,520 shares; 2025Q4: 38,595 shares; 2026Q1: 39,285 shares; 2026Q2: 38,717 shares 38,717 $21.8M 1.64% -568 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,610 shares; 2024Q4: 155,913 shares; 2025Q1: 157,083 shares; 2025Q2: 156,424 shares; 2025Q3: 160,608 shares; 2025Q4: 444,499 shares; 2026Q1: 473,533 shares; 2026Q2: 477,625 shares 477,625 $21.7M 1.63% +4,092 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: 32,949 shares; 2024Q4: 33,396 shares; 2025Q1: 33,692 shares; 2025Q2: 22,289 shares; 2025Q3: 19,954 shares; 2025Q4: 19,592 shares; 2026Q1: 19,525 shares; 2026Q2: 19,252 shares 19,252 $20.5M 1.54% -273 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: 86,589 shares; 2024Q4: 88,056 shares; 2025Q1: 73,152 shares; 2025Q2: 72,687 shares; 2025Q3: 59,583 shares; 2025Q4: 57,694 shares; 2026Q1: 57,193 shares; 2026Q2: 57,445 shares 57,445 $18.8M 1.41% +252 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: 2,284 shares; 2024Q4: 7,192 shares; 2025Q1: 9,808 shares; 2025Q2: 13,731 shares; 2025Q3: 14,998 shares; 2025Q4: 14,910 shares; 2026Q1: 15,053 shares; 2026Q2: 15,347 shares 15,347 $18.4M 1.38% +294 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: 77,420 shares; 2024Q4: 78,600 shares; 2025Q1: 79,233 shares; 2025Q2: 79,181 shares; 2025Q3: 81,219 shares; 2025Q4: 80,652 shares; 2026Q1: 80,737 shares; 2026Q2: 80,223 shares 80,223 $16.8M 1.26% -514 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: 240,031 shares; 2024Q4: 244,406 shares; 2025Q1: 249,645 shares; 2025Q2: 248,659 shares; 2025Q3: 256,188 shares; 2025Q4: 254,443 shares; 2026Q1: 254,309 shares; 2026Q2: 253,403 shares 253,403 $14.4M 1.09% -906 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: 97,175 shares; 2024Q4: 104,034 shares; 2025Q1: 82,824 shares; 2025Q2: 122,736 shares; 2025Q3: 138,853 shares; 2025Q4: 138,722 shares; 2026Q1: 133,184 shares; 2026Q2: 134,158 shares 134,158 $14.4M 1.08% +974 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,052 shares; 2024Q4: 1,082 shares; 2025Q1: 1,577 shares; 2025Q2: 1,075 shares; 2025Q3: 21,145 shares; 2025Q4: 22,430 shares; 2026Q1: 24,076 shares; 2026Q2: 27,912 shares 27,912 $14M 1.05% +3,836 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: 35,259 shares; 2024Q4: 35,835 shares; 2025Q1: 36,206 shares; 2025Q2: 36,148 shares; 2025Q3: 28,513 shares; 2025Q4: 27,355 shares; 2026Q1: 27,072 shares; 2026Q2: 26,518 shares 26,518 $13.6M 1.02% -554 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: 29,342 shares; 2024Q4: 29,890 shares; 2025Q1: 30,336 shares; 2025Q2: 62,883 shares; 2025Q3: 69,696 shares; 2025Q4: 69,857 shares; 2026Q1: 69,748 shares; 2026Q2: 70,094 shares 70,094 $13.3M 1% +346 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: 107,204 shares; 2024Q4: 108,660 shares; 2025Q1: 109,141 shares; 2025Q2: 109,484 shares; 2025Q3: 112,838 shares; 2025Q4: 111,948 shares; 2026Q1: 111,792 shares; 2026Q2: 111,407 shares 111,407 $13.1M 0.98% -385 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: 13,626 shares; 2024Q4: 13,834 shares; 2025Q1: 13,900 shares; 2025Q2: 13,798 shares; 2025Q3: 14,127 shares; 2025Q4: 13,850 shares; 2026Q1: 13,928 shares; 2026Q2: 13,751 shares 13,751 $12.9M 0.97% -177 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: 102,217 shares; 2024Q4: 103,761 shares; 2025Q1: 88,513 shares; 2025Q2: 87,944 shares; 2025Q3: 88,539 shares; 2025Q4: 85,945 shares; 2026Q1: 87,502 shares; 2026Q2: 87,363 shares 87,363 $12.8M 0.96% -139 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: 50,275 shares; 2024Q4: 45,714 shares; 2025Q1: 47,776 shares; 2025Q2: 47,176 shares; 2025Q3: 49,194 shares; 2025Q4: 48,781 shares; 2026Q1: 49,461 shares; 2026Q2: 49,493 shares 49,493 $12.6M 0.94% +32 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: 11,071 shares; 2025Q1: 11,154 shares; 2025Q2: 11,078 shares; 2025Q3: 11,328 shares; 2025Q4: 11,248 shares; 2026Q1: 11,342 shares; 2026Q2: 11,271 shares 11,271 $10.8M 0.81% -71 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: 123,131 shares; 2024Q4: 124,848 shares; 2025Q1: 126,006 shares; 2025Q2: 125,630 shares; 2025Q3: 130,740 shares; 2025Q4: 129,926 shares; 2026Q1: 129,905 shares; 2026Q2: 128,909 shares 128,909 $10.5M 0.79% -996 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: 34,115 shares; 2024Q4: 27,864 shares; 2025Q1: 25,249 shares; 2025Q2: 24,900 shares; 2025Q3: 24,320 shares; 2025Q4: 22,929 shares; 2026Q1: 24,354 shares; 2026Q2: 24,246 shares 24,246 $10.1M 0.76% -108 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,495 shares; 2024Q4: 126,788 shares; 2025Q1: 128,728 shares; 2025Q2: 127,916 shares; 2025Q3: 132,195 shares; 2025Q4: 131,168 shares; 2026Q1: 131,448 shares; 2026Q2: 130,258 shares 130,258 $10M 0.75% -1,190 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: 67,064 shares; 2024Q4: 68,000 shares; 2025Q1: 68,229 shares; 2025Q2: 67,816 shares; 2025Q3: 69,919 shares; 2025Q4: 66,472 shares; 2026Q1: 68,275 shares; 2026Q2: 67,783 shares 67,783 $9.94M 0.75% -492 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: 78,648 shares; 2024Q4: 79,873 shares; 2025Q1: 81,013 shares; 2025Q2: 80,796 shares; 2025Q3: 83,043 shares; 2025Q4: 82,465 shares; 2026Q1: 77,781 shares; 2026Q2: 68,124 shares 68,124 $9.31M 0.7% -9,657 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: 5,517 shares; 2024Q4: 5,851 shares; 2025Q1: 5,851 shares; 2025Q2: 6,284 shares; 2025Q3: 69,890 shares; 2025Q4: 73,109 shares; 2026Q1: 73,616 shares; 2026Q2: 75,664 shares 75,664 $8.57M 0.64% +2,048 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,297 shares; 2025Q2: 33,688 shares; 2025Q3: 36,074 shares; 2025Q4: 35,478 shares; 2026Q1: 35,827 shares; 2026Q2: 35,600 shares 35,600 $8.47M 0.64% -227 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: 26,091 shares; 2024Q4: 26,417 shares; 2025Q1: 27,046 shares; 2025Q2: 26,469 shares; 2025Q3: 27,151 shares; 2025Q4: 26,900 shares; 2026Q1: 27,170 shares; 2026Q2: 26,990 shares 26,990 $8.45M 0.64% -180 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: 84,420 shares; 2024Q4: 85,426 shares; 2025Q1: 85,941 shares; 2025Q2: 85,484 shares; 2025Q3: 88,489 shares; 2025Q4: 87,799 shares; 2026Q1: 87,627 shares; 2026Q2: 84,589 shares 84,589 $7.68M 0.58% -3,038 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: 27,382 shares; 2024Q4: 27,684 shares; 2025Q1: 27,683 shares; 2025Q2: 27,914 shares; 2025Q3: 28,829 shares; 2025Q4: 28,619 shares; 2026Q1: 28,574 shares; 2026Q2: 28,337 shares 28,337 $7.13M 0.54% -237 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 375 shares; 2025Q4: 5,634 shares; 2026Q1: 10,688 shares; 2026Q2: 13,106 shares 13,106 $6.68M 0.5% +2,418 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,368 shares; 2024Q4: 52,286 shares; 2025Q1: 27,603 shares; 2025Q2: 27,493 shares; 2025Q3: 25,852 shares; 2025Q4: 51,074 shares; 2026Q1: 48,716 shares; 2026Q2: 47,499 shares 47,499 $5.57M 0.42% -1,217 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: 6,317 shares; 2024Q4: 6,167 shares; 2025Q1: 6,067 shares; 2025Q2: 5,967 shares; 2025Q3: 32,785 shares; 2025Q4: 34,189 shares; 2026Q1: 34,629 shares; 2026Q2: 35,441 shares 35,441 $5.37M 0.4% +812 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,877 shares; 2024Q4: 21,000 shares; 2025Q1: 23,480 shares; 2025Q2: 23,432 shares; 2025Q3: 24,416 shares; 2025Q4: 24,305 shares; 2026Q1: 24,472 shares; 2026Q2: 23,526 shares 23,526 $5.09M 0.38% -946 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: 10,188 shares; 2024Q4: 9,508 shares; 2025Q1: 10,414 shares; 2025Q2: 10,175 shares; 2025Q3: 10,436 shares; 2025Q4: 10,270 shares; 2026Q1: 10,375 shares; 2026Q2: 9,814 shares 9,814 $4.92M 0.37% -561 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,702 shares; 2024Q4: 29,603 shares; 2025Q1: 30,613 shares; 2025Q2: 31,013 shares; 2025Q3: 36,643 shares; 2025Q4: 37,573 shares; 2026Q1: 36,771 shares; 2026Q2: 43,859 shares 43,859 $4.67M 0.35% +7,088 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,419 shares; 2024Q4: 8,924 shares; 2025Q1: 10,360 shares; 2025Q2: 10,194 shares; 2025Q3: 10,701 shares; 2025Q4: 9,242 shares; 2026Q1: 10,006 shares; 2026Q2: 9,517 shares 9,517 $4.25M 0.32% -489 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,984 shares; 2024Q4: 53,787 shares; 2025Q1: 54,679 shares; 2025Q2: 53,894 shares; 2025Q3: 55,755 shares; 2025Q4: 54,342 shares; 2026Q1: 51,061 shares; 2026Q2: 39,899 shares 39,899 $4.15M 0.31% -11,162 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: 37,921 shares; 2024Q4: 38,588 shares; 2025Q1: 39,464 shares; 2025Q2: 38,832 shares; 2025Q3: 40,084 shares; 2025Q4: 39,538 shares; 2026Q1: 39,946 shares; 2026Q2: 39,694 shares 39,694 $3.82M 0.29% -252 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: 24,121 shares; 2024Q4: 24,121 shares; 2025Q1: 23,821 shares; 2025Q2: 23,821 shares; 2025Q3: 23,821 shares; 2025Q4: 23,821 shares; 2026Q1: 23,821 shares; 2026Q2: 23,821 shares 23,821 $3.76M 0.28% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,455 shares; 2026Q2: 23,623 shares 23,623 $3.7M 0.28% +16,168 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: 30,988 shares; 2024Q4: 31,498 shares; 2025Q1: 31,686 shares; 2025Q2: 31,525 shares; 2025Q3: 32,295 shares; 2025Q4: 31,924 shares; 2026Q1: 32,098 shares; 2026Q2: 16,026 shares 16,026 $3.59M 0.27% -16,072 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: 16,026 shares 16,026 $3.54M 0.27% new 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: 18,584 shares; 2024Q4: 17,617 shares; 2025Q1: 18,441 shares; 2025Q2: 18,205 shares; 2025Q3: 18,765 shares; 2025Q4: 18,441 shares; 2026Q1: 18,603 shares; 2026Q2: 17,722 shares 17,722 $3.38M 0.25% -881 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: 141,435 shares; 2024Q4: 106,788 shares; 2025Q1: 132,229 shares; 2025Q2: 130,091 shares; 2025Q3: 136,112 shares; 2025Q4: 128,468 shares; 2026Q1: 140,836 shares; 2026Q2: 138,635 shares 138,635 $3.34M 0.25% -2,201 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: 28,257 shares; 2024Q4: 28,254 shares; 2025Q1: 28,701 shares; 2025Q2: 27,852 shares; 2025Q3: 28,752 shares; 2025Q4: 28,522 shares; 2026Q1: 26,031 shares; 2026Q2: 19,720 shares 19,720 $3.33M 0.25% -6,311 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,240 shares 8,240 $3.27M 0.25% new Timeline 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: 40,926 shares; 2024Q4: 43,515 shares; 2025Q1: 38,512 shares; 2025Q2: 38,545 shares; 2025Q3: 40,362 shares; 2025Q4: 40,365 shares; 2026Q1: 37,543 shares; 2026Q2: 37,251 shares 37,251 $3.08M 0.23% -292 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: 7,059 shares; 2024Q4: 11,497 shares; 2025Q1: 7,989 shares; 2025Q2: 7,797 shares; 2025Q3: 7,508 shares; 2025Q4: 15,111 shares; 2026Q1: 15,036 shares; 2026Q2: 14,105 shares 14,105 $2.69M 0.2% -931 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: 3,528 shares; 2024Q4: 3,730 shares; 2025Q1: 5,830 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 4,255 shares; 2026Q1: 3,571 shares; 2026Q2: 3,594 shares 3,594 $2.65M 0.2% +23 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: 69,517 shares; 2024Q4: 58,212 shares; 2025Q1: 65,465 shares; 2025Q2: 64,897 shares; 2025Q3: 68,585 shares; 2025Q4: 61,240 shares; 2026Q1: 66,428 shares; 2026Q2: 62,480 shares 62,480 $2.56M 0.19% -3,948 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: 6,276 shares; 2024Q4: 6,282 shares; 2025Q1: 6,194 shares; 2025Q2: 6,133 shares; 2025Q3: 6,236 shares; 2025Q4: 6,205 shares; 2026Q1: 6,413 shares; 2026Q2: 6,466 shares 6,466 $2.22M 0.17% +53 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,188 shares 7,188 $2.14M 0.16% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 13,493 shares 13,493 $2.04M 0.15% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,170 shares; 2026Q2: 5,170 shares 5,170 $1.91M 0.14% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,146 shares; 2024Q4: 20,944 shares; 2025Q1: 19,114 shares; 2025Q2: 19,009 shares; 2025Q3: 17,694 shares; 2025Q4: 17,444 shares; 2026Q1: 16,898 shares; 2026Q2: 16,929 shares 16,929 $1.81M 0.14% +31 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: 31,453 shares; 2024Q4: 31,453 shares; 2025Q1: 31,453 shares; 2025Q2: 31,453 shares; 2025Q3: 31,453 shares; 2025Q4: 31,453 shares; 2026Q1: 31,453 shares; 2026Q2: 31,453 shares 31,453 $1.58M 0.12% 0 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: 1,819 shares; 2024Q4: 1,821 shares; 2025Q1: 1,769 shares; 2025Q2: 1,829 shares; 2025Q3: 1,772 shares; 2025Q4: 1,772 shares; 2026Q1: 4,304 shares; 2026Q2: 4,254 shares 4,254 $1.54M 0.12% -50 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: 2,663 shares; 2026Q2: 2,615 shares 2,615 $1.52M 0.11% -48 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: 21,046 shares; 2024Q4: 21,322 shares; 2025Q1: 21,456 shares; 2025Q2: 21,325 shares; 2025Q3: 21,815 shares; 2025Q4: 18,779 shares; 2026Q1: 20,291 shares; 2026Q2: 19,202 shares 19,202 $1.38M 0.1% -1,089 Timeline GOLDMAN SACHS GROUP INC 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: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,213 shares; 2025Q4: 1,193 shares; 2026Q1: 1,175 shares; 2026Q2: 1,230 shares 1,230 $1.24M 0.09% +55 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: 4,656 shares; 2024Q4: 4,611 shares; 2025Q1: 3,921 shares; 2025Q2: 3,891 shares; 2025Q3: 3,891 shares; 2025Q4: 3,633 shares; 2026Q1: 3,595 shares; 2026Q2: 14,263 shares 14,263 $1.15M 0.09% +10,668 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,721 shares; 2024Q4: 24,991 shares; 2025Q1: 22,991 shares; 2025Q2: 21,438 shares; 2025Q3: 20,905 shares; 2025Q4: 20,286 shares; 2026Q1: 19,690 shares; 2026Q2: 19,690 shares 19,690 $1.06M 0.08% 0 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: 2,819 shares; 2024Q4: 2,840 shares; 2025Q1: 2,860 shares; 2025Q2: 2,823 shares; 2025Q3: 2,863 shares; 2025Q4: 2,807 shares; 2026Q1: 3,424 shares; 2026Q2: 3,493 shares 3,493 $1.04M 0.08% +69 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: 15,392 shares; 2024Q4: 13,957 shares; 2025Q1: 6,513 shares; 2025Q2: 6,024 shares; 2025Q3: 5,763 shares; 2025Q4: 4,556 shares; 2026Q1: 4,257 shares; 2026Q2: 4,257 shares 4,257 $1.03M 0.08% 0 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: 1,638 shares; 2024Q4: 1,641 shares; 2025Q1: 1,644 shares; 2025Q2: 2,021 shares; 2025Q3: 1,621 shares; 2025Q4: 1,618 shares; 2026Q1: 1,618 shares; 2026Q2: 1,618 shares 1,618 $1.03M 0.08% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,253 shares; 2024Q4: 3,255 shares; 2025Q1: 3,085 shares; 2025Q2: 3,065 shares; 2025Q3: 3,154 shares; 2025Q4: 3,137 shares; 2026Q1: 2,971 shares; 2026Q2: 2,874 shares 2,874 $1.01M 0.08% -97 Timeline SPTM 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: 10,525 shares; 2024Q4: 10,525 shares; 2025Q1: 10,525 shares; 2025Q2: 10,525 shares; 2025Q3: 10,525 shares; 2025Q4: 10,525 shares; 2026Q1: 10,525 shares; 2026Q2: 10,525 shares 10,525 $956K 0.07% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,927 shares; 2026Q2: 6,756 shares 6,756 $943K 0.07% -1,171 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: 12,576 shares; 2024Q4: 13,626 shares; 2025Q1: 13,626 shares; 2025Q2: 11,599 shares; 2025Q3: 11,599 shares; 2025Q4: 11,498 shares; 2026Q1: 9,147 shares; 2026Q2: 8,986 shares 8,986 $933K 0.07% -161 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: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares; 2026Q2: 1,242 shares 1,242 $874K 0.07% 0 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: 1,838 shares; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,648 shares; 2026Q1: 1,648 shares; 2026Q2: 9,888 shares 9,888 $852K 0.06% +8,240 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: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,124 shares 1,124 $813K 0.06% +124 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,780 shares; 2024Q4: 5,780 shares; 2025Q1: 5,780 shares; 2025Q2: 5,780 shares; 2025Q3: 5,780 shares; 2025Q4: 4,420 shares; 2026Q1: 4,420 shares; 2026Q2: 4,420 shares 4,420 $726K 0.05% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,449 shares; 2025Q1: 8,197 shares; 2025Q2: 8,058 shares; 2025Q3: 8,058 shares; 2025Q4: 7,844 shares; 2026Q1: 7,844 shares; 2026Q2: 8,069 shares 8,069 $690K 0.05% +225 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,505 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,073 shares 7,073 $683K 0.05% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,152 shares; 2024Q4: 6,152 shares; 2025Q1: 6,162 shares; 2025Q2: 6,152 shares; 2025Q3: 6,132 shares; 2025Q4: 6,132 shares; 2026Q1: 6,118 shares; 2026Q2: 6,118 shares 6,118 $655K 0.05% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,884 shares; 2024Q4: 2,849 shares; 2025Q1: 2,363 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,329 shares; 2026Q1: 2,417 shares; 2026Q2: 2,142 shares 2,142 $649K 0.05% -275 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: 3,682 shares; 2024Q4: 3,682 shares; 2025Q1: 3,381 shares; 2025Q2: 3,381 shares; 2025Q3: 3,619 shares; 2025Q4: 3,581 shares; 2026Q1: 3,581 shares; 2026Q2: 3,581 shares 3,581 $648K 0.05% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,336 shares; 2024Q4: 5,336 shares; 2025Q1: 5,868 shares; 2025Q2: 5,792 shares; 2025Q3: 5,792 shares; 2025Q4: 5,792 shares; 2026Q1: 5,792 shares; 2026Q2: 5,792 shares 5,792 $638K 0.05% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235 shares; 2026Q2: 2,100 shares 2,100 $634K 0.05% +1,865 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: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares; 2026Q1: 1,235 shares; 2026Q2: 4,940 shares 4,940 $613K 0.05% +3,705 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: 3,179 shares; 2024Q4: 3,179 shares; 2025Q1: 2,979 shares; 2025Q2: 2,979 shares; 2025Q3: 2,979 shares; 2025Q4: 2,669 shares; 2026Q1: 2,669 shares; 2026Q2: 2,669 shares 2,669 $582K 0.04% 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: 6,784 shares; 2024Q4: 6,776 shares; 2025Q1: 5,926 shares; 2025Q2: 6,506 shares; 2025Q3: 6,666 shares; 2025Q4: 6,514 shares; 2026Q1: 6,344 shares; 2026Q2: 6,344 shares 6,344 $557K 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $540K 0.04% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 760 shares 760 $522K 0.04% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,269 shares; 2025Q3: 6,269 shares; 2025Q4: 8,769 shares; 2026Q1: 8,769 shares; 2026Q2: 5,779 shares 5,779 $514K 0.04% -2,990 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: 1,645 shares; 2024Q4: 1,645 shares; 2025Q1: 1,647 shares; 2025Q2: 1,934 shares; 2025Q3: 2,024 shares; 2025Q4: 1,997 shares; 2026Q1: 1,982 shares; 2026Q2: 1,874 shares 1,874 $507K 0.04% -108 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,719 shares; 2024Q4: 1,731 shares; 2025Q1: 1,731 shares; 2025Q2: 1,719 shares; 2025Q3: 1,719 shares; 2025Q4: 1,659 shares; 2026Q1: 2,499 shares; 2026Q2: 2,702 shares 2,702 $499K 0.04% +203 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: 3,383 shares; 2024Q4: 2,937 shares; 2025Q1: 2,520 shares; 2025Q2: 2,666 shares; 2025Q3: 2,883 shares; 2025Q4: 2,834 shares; 2026Q1: 3,370 shares; 2026Q2: 2,941 shares 2,941 $488K 0.04% -429 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,879 shares 5,879 $487K 0.04% new 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: 1,697 shares; 2024Q4: 1,697 shares; 2025Q1: 1,697 shares; 2025Q2: 1,697 shares; 2025Q3: 1,697 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares; 2026Q2: 1,298 shares 1,298 $478K 0.04% +1 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: 22,515 shares; 2024Q4: 23,410 shares; 2025Q1: 14,068 shares; 2025Q2: 12,634 shares; 2025Q3: 12,353 shares; 2025Q4: 10,753 shares; 2026Q1: 13,503 shares; 2026Q2: 14,203 shares 14,203 $475K 0.04% +700 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 962 shares; 2026Q2: 957 shares 957 $457K 0.03% -5 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: 1,917 shares; 2024Q4: 1,942 shares; 2025Q1: 1,940 shares; 2025Q2: 2,117 shares; 2025Q3: 2,117 shares; 2025Q4: 2,107 shares; 2026Q1: 1,995 shares; 2026Q2: 1,970 shares 1,970 $441K 0.03% -25 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,623 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,623 shares; 2025Q4: 5,623 shares; 2026Q1: 5,623 shares; 2026Q2: 5,623 shares 5,623 $438K 0.03% 0 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: 3,970 shares; 2024Q4: 3,970 shares; 2025Q1: 3,832 shares; 2025Q2: 3,894 shares; 2025Q3: 4,394 shares; 2025Q4: 4,384 shares; 2026Q1: 7,046 shares; 2026Q2: 6,026 shares 6,026 $434K 0.03% -1,020 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: 1,813 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,581 shares; 2026Q2: 3,358 shares 3,358 $432K 0.03% -223 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,975 shares; 2026Q2: 4,048 shares 4,048 $419K 0.03% -927 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,869 shares; 2024Q4: 2,869 shares; 2025Q1: 2,064 shares; 2025Q2: 2,301 shares; 2025Q3: 2,221 shares; 2025Q4: 2,221 shares; 2026Q1: 3,122 shares; 2026Q2: 3,037 shares 3,037 $415K 0.03% -85 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,937 shares; 2024Q4: 3,937 shares; 2025Q1: 3,937 shares; 2025Q2: 3,937 shares; 2025Q3: 3,937 shares; 2025Q4: 3,937 shares; 2026Q1: 3,937 shares; 2026Q2: 3,937 shares 3,937 $409K 0.03% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,295 shares 5,295 $408K 0.03% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 4,397 shares; 2026Q2: 7,000 shares 7,000 $401K 0.03% +2,603 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,126 shares; 2024Q4: 4,136 shares; 2025Q1: 4,136 shares; 2025Q2: 4,126 shares; 2025Q3: 4,126 shares; 2025Q4: 4,126 shares; 2026Q1: 4,126 shares; 2026Q2: 4,126 shares 4,126 $400K 0.03% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,542 shares; 2024Q4: 4,542 shares; 2025Q1: 4,339 shares; 2025Q2: 3,981 shares; 2025Q3: 3,981 shares; 2025Q4: 3,966 shares; 2026Q1: 6,288 shares; 2026Q2: 3,980 shares 3,980 $394K 0.03% -2,308 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 154 shares; 2026Q2: 195 shares 195 $388K 0.03% +41 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $388K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,523 shares; 2025Q1: 1,523 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,530 shares; 2026Q2: 1,530 shares 1,530 $377K 0.03% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL 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: 8,111 shares; 2026Q2: 8,096 shares 8,096 $372K 0.03% -15 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: 2,221 shares; 2024Q4: 4,864 shares; 2025Q1: 2,799 shares; 2025Q2: 2,435 shares; 2025Q3: 1,795 shares; 2025Q4: 1,774 shares; 2026Q1: 1,742 shares; 2026Q2: 1,948 shares 1,948 $361K 0.03% +206 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,768 shares; 2024Q4: 5,768 shares; 2025Q1: 5,768 shares; 2025Q2: 5,400 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 6,095 shares; 2026Q2: 5,916 shares 5,916 $357K 0.03% -179 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,233 shares; 2026Q2: 4,233 shares 4,233 $355K 0.03% 0 Timeline SPEM 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: 6,711 shares; 2024Q4: 6,711 shares; 2025Q1: 6,711 shares; 2025Q2: 6,711 shares; 2025Q3: 6,711 shares; 2025Q4: 6,711 shares; 2026Q1: 6,711 shares; 2026Q2: 6,711 shares 6,711 $347K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,187 shares; 2025Q4: 1,127 shares; 2026Q1: 940 shares; 2026Q2: 903 shares 903 $337K 0.03% -37 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: 4,707 shares 4,707 $335K 0.03% new 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: 1,634 shares; 2024Q4: 1,643 shares; 2025Q1: 1,611 shares; 2025Q2: 1,602 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares; 2026Q1: 1,848 shares; 2026Q2: 1,597 shares 1,597 $327K 0.02% -251 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: 879 shares; 2024Q4: 882 shares; 2025Q1: 808 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 805 shares; 2026Q2: 927 shares 927 $314K 0.02% +122 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,060 shares 2,060 $306K 0.02% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $303K 0.02% 0 Timeline XLB 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: 43,900 shares; 2024Q4: 44,734 shares; 2025Q1: 45,536 shares; 2025Q2: 9,815 shares; 2025Q3: 4,152 shares; 2025Q4: 8,260 shares; 2026Q1: 8,260 shares; 2026Q2: 5,920 shares 5,920 $301K 0.02% -2,340 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,052 shares; 2024Q4: 14,124 shares; 2025Q1: 4,981 shares; 2025Q2: 4,712 shares; 2025Q3: 4,208 shares; 2025Q4: 4,256 shares; 2026Q1: 3,845 shares; 2026Q2: 1,875 shares 1,875 $297K 0.02% -1,970 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 642 shares; 2024Q4: 642 shares; 2025Q1: not reported; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares; 2026Q2: 3,210 shares 3,210 $282K 0.02% +2,568 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: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,185 shares; 2026Q2: 1,185 shares 1,185 $282K 0.02% 0 Timeline SPYG 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: 2,214 shares 2,214 $263K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,103 shares 3,103 $256K 0.02% new 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: 750 shares 750 $256K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,019 shares; 2026Q2: 18,218 shares 18,218 $253K 0.02% -801 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,162 shares 4,162 $248K 0.02% new 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: 3,014 shares; 2024Q4: 2,914 shares; 2025Q1: 2,364 shares; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares; 2026Q1: 2,564 shares; 2026Q2: 2,564 shares 2,564 $247K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 210 shares 210 $247K 0.02% new Timeline MDYV 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: 2,823 shares; 2024Q4: 2,823 shares; 2025Q1: 2,823 shares; 2025Q2: 2,567 shares; 2025Q3: 2,567 shares; 2025Q4: 2,567 shares; 2026Q1: 2,567 shares; 2026Q2: 2,567 shares 2,567 $243K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 2,198 shares; 2026Q2: 2,115 shares 2,115 $243K 0.02% -83 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: 3,455 shares; 2024Q4: 3,431 shares; 2025Q1: 2,285 shares; 2025Q2: 2,480 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 2,421 shares; 2026Q2: 1,793 shares 1,793 $243K 0.02% -628 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,606 shares; 2026Q2: 11,429 shares 11,429 $237K 0.02% -3,177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares; 2026Q2: 866 shares 866 $234K 0.02% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,365 shares; 2026Q2: 6,954 shares 6,954 $226K 0.02% -1,411 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: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,010 shares; 2025Q2: 982 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 1,012 shares; 2026Q2: 1,012 shares 1,012 $226K 0.02% 0 Timeline TARGET CORP TARGET CORP More: the full row for TARGET 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: 1,711 shares 1,711 $223K 0.02% new FNDX 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: 7,137 shares 7,137 $222K 0.02% new Timeline KRE 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: 17,200 shares; 2025Q2: 26,585 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,932 shares 2,932 $219K 0.02% 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: 8,387 shares; 2024Q4: 8,053 shares; 2025Q1: 8,053 shares; 2025Q2: 8,016 shares; 2025Q3: 8,316 shares; 2025Q4: 5,183 shares; 2026Q1: 10,467 shares; 2026Q2: 5,183 shares 5,183 $219K 0.02% -5,284 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,565 shares 1,565 $219K 0.02% new 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: 564 shares; 2024Q4: 555 shares; 2025Q1: 487 shares; 2025Q2: 474 shares; 2025Q3: 485 shares; 2025Q4: 474 shares; 2026Q1: 424 shares; 2026Q2: 422 shares 422 $219K 0.02% -2 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: 3,330 shares 3,330 $202K 0.02% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475 $202K 0.02% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 4,587 shares; 2026Q2: 3,587 shares 3,587 $202K 0.02% -1,000 Timeline