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: 30,247 shares; 2024Q4: 32,470 shares; 2025Q1: 33,780 shares; 2025Q2: 33,645 shares; 2025Q3: 33,861 shares; 2025Q4: 34,312 shares; 2026Q1: 33,616 shares; 2026Q2: 32,771 shares 32,771 $24.1M 9.54% -845 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: 107,384 shares; 2024Q4: 110,862 shares; 2025Q1: 119,292 shares; 2025Q2: 119,305 shares; 2025Q3: 147,856 shares; 2025Q4: 158,515 shares; 2026Q1: 153,314 shares; 2026Q2: 156,231 shares 156,231 $15.5M 6.11% +2,917 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: 194,468 shares; 2024Q4: 197,658 shares; 2025Q1: 175,322 shares; 2025Q2: 184,002 shares; 2025Q3: 136,076 shares; 2025Q4: 139,979 shares; 2026Q1: 135,602 shares; 2026Q2: 159,251 shares 159,251 $13.1M 5.18% +23,649 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: 48,418 shares; 2024Q4: 48,110 shares; 2025Q1: 54,275 shares; 2025Q2: 56,543 shares; 2025Q3: 56,986 shares; 2025Q4: 55,295 shares; 2026Q1: 53,866 shares; 2026Q2: 53,289 shares 53,289 $10.7M 4.22% -577 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: 31,306 shares; 2024Q4: 31,409 shares; 2025Q1: 34,181 shares; 2025Q2: 36,262 shares; 2025Q3: 36,924 shares; 2025Q4: 37,275 shares; 2026Q1: 36,931 shares; 2026Q2: 35,916 shares 35,916 $10.4M 4.11% -1,015 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: 20,971 shares; 2024Q4: 20,438 shares; 2025Q1: 19,395 shares; 2025Q2: 17,904 shares; 2025Q3: 16,840 shares; 2025Q4: 16,120 shares; 2026Q1: 14,788 shares; 2026Q2: 13,778 shares 13,778 $10.3M 4.08% -1,010 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: 67,968 shares; 2024Q4: 78,109 shares; 2025Q1: 84,997 shares; 2025Q2: 93,593 shares; 2025Q3: 93,508 shares; 2025Q4: 54,690 shares; 2026Q1: 66,059 shares; 2026Q2: 90,444 shares 90,444 $9.73M 3.85% +24,385 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: 29,196 shares; 2024Q4: 29,351 shares; 2025Q1: 29,662 shares; 2025Q2: 31,170 shares; 2025Q3: 30,874 shares; 2025Q4: 29,527 shares; 2026Q1: 28,567 shares; 2026Q2: 26,207 shares 26,207 $9.37M 3.7% -2,360 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: 128,827 shares; 2024Q4: 132,988 shares; 2025Q1: 130,205 shares; 2025Q2: 125,666 shares; 2025Q3: 126,365 shares; 2025Q4: 128,011 shares; 2026Q1: 124,387 shares; 2026Q2: 124,811 shares 124,811 $6.69M 2.65% +424 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: 35,447 shares; 2024Q4: 38,142 shares; 2025Q1: 39,156 shares; 2025Q2: 38,687 shares; 2025Q3: 39,359 shares; 2025Q4: 41,093 shares; 2026Q1: 40,398 shares; 2026Q2: 41,321 shares 41,321 $6.56M 2.59% +923 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: 26,320 shares; 2024Q4: 27,335 shares; 2025Q1: 27,425 shares; 2025Q2: 26,780 shares; 2025Q3: 27,046 shares; 2025Q4: 55,003 shares; 2026Q1: 53,429 shares; 2026Q2: 53,652 shares 53,652 $6.29M 2.49% +223 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: 23,514 shares; 2024Q4: 23,235 shares; 2025Q1: 26,035 shares; 2025Q2: 26,564 shares; 2025Q3: 27,224 shares; 2025Q4: 26,970 shares; 2026Q1: 26,380 shares; 2026Q2: 26,155 shares 26,155 $6.23M 2.46% -225 Timeline BIV 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: 54,309 shares; 2024Q4: 56,233 shares; 2025Q1: 60,635 shares; 2025Q2: 59,939 shares; 2025Q3: 63,333 shares; 2025Q4: 69,255 shares; 2026Q1: 72,769 shares; 2026Q2: 75,114 shares 75,114 $5.76M 2.28% +2,345 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: 30,231 shares; 2024Q4: 31,696 shares; 2025Q1: 31,778 shares; 2025Q2: 30,577 shares; 2025Q3: 30,905 shares; 2025Q4: 31,398 shares; 2026Q1: 29,990 shares; 2026Q2: 29,479 shares 29,479 $5.46M 2.16% -511 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: 7,466 shares; 2024Q4: 7,617 shares; 2025Q1: 9,588 shares; 2025Q2: 10,825 shares; 2025Q3: 11,518 shares; 2025Q4: 13,416 shares; 2026Q1: 14,100 shares; 2026Q2: 13,850 shares 13,850 $5.17M 2.04% -250 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,459 shares; 2024Q4: 67,254 shares; 2025Q1: 69,680 shares; 2025Q2: 78,012 shares; 2025Q3: 77,446 shares; 2025Q4: 61,563 shares; 2026Q1: 67,221 shares; 2026Q2: 85,855 shares 85,855 $4.03M 1.6% +18,634 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: 85,419 shares; 2024Q4: 85,072 shares; 2025Q1: 84,736 shares; 2025Q2: 82,661 shares; 2025Q3: 67,287 shares; 2025Q4: 67,674 shares; 2026Q1: 66,651 shares; 2026Q2: 66,717 shares 66,717 $3.98M 1.57% +66 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: 6,672 shares; 2024Q4: 6,611 shares; 2025Q1: 7,012 shares; 2025Q2: 7,014 shares; 2025Q3: 6,973 shares; 2025Q4: 6,942 shares; 2026Q1: 6,726 shares; 2026Q2: 6,799 shares 6,799 $3.83M 1.51% +73 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,607 shares; 2024Q4: 38,100 shares; 2025Q1: 38,662 shares; 2025Q2: 37,774 shares; 2025Q3: 38,219 shares; 2025Q4: 40,212 shares; 2026Q1: 39,507 shares; 2026Q2: 40,278 shares 40,278 $3.35M 1.32% +771 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,949 shares; 2025Q4: 7,008 shares; 2026Q1: 6,745 shares; 2026Q2: 24,730 shares 24,730 $3.07M 1.21% +17,985 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: 60,522 shares; 2024Q4: 59,341 shares; 2025Q1: 59,005 shares; 2025Q2: 58,420 shares; 2025Q3: 57,809 shares; 2025Q4: 57,832 shares; 2026Q1: 55,145 shares; 2026Q2: 53,843 shares 53,843 $3.07M 1.21% -1,302 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: 8,654 shares; 2024Q4: 9,088 shares; 2025Q1: 9,789 shares; 2025Q2: 10,334 shares; 2025Q3: 11,600 shares; 2025Q4: 11,888 shares; 2026Q1: 11,107 shares; 2026Q2: 11,040 shares 11,040 $2.8M 1.11% -67 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: 3,823 shares; 2024Q4: 3,891 shares; 2025Q1: 4,246 shares; 2025Q2: 4,432 shares; 2025Q3: 4,710 shares; 2025Q4: 4,855 shares; 2026Q1: 5,097 shares; 2026Q2: 5,258 shares 5,258 $2.63M 1.04% +161 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: 1,236 shares; 2024Q4: 1,241 shares; 2025Q1: 2,084 shares; 2025Q2: 2,145 shares; 2025Q3: 2,149 shares; 2025Q4: 2,123 shares; 2026Q1: 2,132 shares; 2026Q2: 2,123 shares 2,123 $2.55M 1.01% -9 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,846 shares; 2024Q4: 17,148 shares; 2025Q1: 17,110 shares; 2025Q2: 17,085 shares; 2025Q3: 16,530 shares; 2025Q4: 15,927 shares; 2026Q1: 15,404 shares; 2026Q2: 14,000 shares 14,000 $2.47M 0.98% -1,404 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,271 shares; 2025Q4: 12,407 shares; 2026Q1: 10,312 shares; 2026Q2: 9,687 shares 9,687 $2.35M 0.93% -625 Timeline XLE 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: 20,356 shares; 2024Q4: 21,184 shares; 2025Q1: 21,190 shares; 2025Q2: 20,799 shares; 2025Q3: 21,083 shares; 2025Q4: 43,914 shares; 2026Q1: 42,180 shares; 2026Q2: 41,296 shares 41,296 $2.19M 0.87% -884 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,565 shares; 2025Q2: 63,565 shares; 2025Q3: 60,848 shares; 2025Q4: 60,848 shares; 2026Q1: 54,438 shares; 2026Q2: 54,004 shares 54,004 $2.17M 0.86% -434 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: 5,791 shares; 2024Q4: 5,551 shares; 2025Q1: 5,893 shares; 2025Q2: 5,979 shares; 2025Q3: 6,159 shares; 2025Q4: 6,341 shares; 2026Q1: 6,417 shares; 2026Q2: 6,413 shares 6,413 $2.1M 0.83% -4 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,367 shares; 2024Q4: 46,871 shares; 2025Q1: 49,477 shares; 2025Q2: 45,187 shares; 2025Q3: 58,779 shares; 2025Q4: 67,891 shares; 2026Q1: 67,891 shares; 2026Q2: 76,411 shares 76,411 $1.94M 0.77% +8,520 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: 3,971 shares; 2024Q4: 4,198 shares; 2025Q1: 4,255 shares; 2025Q2: 4,189 shares; 2025Q3: 4,443 shares; 2025Q4: 4,844 shares; 2026Q1: 4,818 shares; 2026Q2: 4,864 shares 4,864 $1.88M 0.74% +46 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,195 shares; 2024Q4: 42,710 shares; 2025Q1: 45,314 shares; 2025Q2: 41,059 shares; 2025Q3: 54,599 shares; 2025Q4: 63,646 shares; 2026Q1: 63,646 shares; 2026Q2: 72,126 shares 72,126 $1.84M 0.73% +8,480 Timeline IBMR 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: 30,649 shares; 2025Q2: 30,649 shares; 2025Q3: 41,805 shares; 2025Q4: 61,038 shares; 2026Q1: 61,038 shares; 2026Q2: 70,078 shares 70,078 $1.78M 0.7% +9,040 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,283 shares; 2024Q4: 45,753 shares; 2025Q1: 48,329 shares; 2025Q2: 44,803 shares; 2025Q3: 58,310 shares; 2025Q4: 67,346 shares; 2026Q1: 67,346 shares; 2026Q2: 67,346 shares 67,346 $1.73M 0.68% 0 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: 3,033 shares; 2024Q4: 3,029 shares; 2025Q1: 4,657 shares; 2025Q2: 4,863 shares; 2025Q3: 4,977 shares; 2025Q4: 4,917 shares; 2026Q1: 4,680 shares; 2026Q2: 4,518 shares 4,518 $1.71M 0.67% -162 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: 3,948 shares; 2024Q4: 3,902 shares; 2025Q1: 4,052 shares; 2025Q2: 4,194 shares; 2025Q3: 4,214 shares; 2025Q4: 4,310 shares; 2026Q1: 4,312 shares; 2026Q2: 4,575 shares 4,575 $1.61M 0.64% +263 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,046 shares; 2025Q4: 16,216 shares; 2026Q1: 16,138 shares; 2026Q2: 15,448 shares 15,448 $1.6M 0.63% -690 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,766 shares; 2025Q2: 28,229 shares; 2025Q3: 28,229 shares; 2025Q4: 28,229 shares; 2026Q1: 28,229 shares; 2026Q2: 28,229 shares 28,229 $1.39M 0.55% 0 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: 8,136 shares; 2024Q4: 8,341 shares; 2025Q1: 9,997 shares; 2025Q2: 10,819 shares; 2025Q3: 11,668 shares; 2025Q4: 12,176 shares; 2026Q1: 12,322 shares; 2026Q2: 12,268 shares 12,268 $1.39M 0.55% -54 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: 11,739 shares; 2024Q4: 12,468 shares; 2025Q1: 12,559 shares; 2025Q2: 12,253 shares; 2025Q3: 12,493 shares; 2025Q4: 25,969 shares; 2026Q1: 25,509 shares; 2026Q2: 25,653 shares 25,653 $1.3M 0.52% +144 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: 14,796 shares; 2024Q4: 15,428 shares; 2025Q1: 15,437 shares; 2025Q2: 14,901 shares; 2025Q3: 14,243 shares; 2025Q4: 29,081 shares; 2026Q1: 28,217 shares; 2026Q2: 28,559 shares 28,559 $1.29M 0.51% +342 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: 13,721 shares; 2024Q4: 13,753 shares; 2025Q1: 14,006 shares; 2025Q2: 14,125 shares; 2025Q3: 14,594 shares; 2025Q4: 15,038 shares; 2026Q1: 14,337 shares; 2026Q2: 14,404 shares 14,404 $1.26M 0.5% +67 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: 2,110 shares; 2024Q4: 2,143 shares; 2025Q1: 2,786 shares; 2025Q2: 3,048 shares; 2025Q3: 3,264 shares; 2025Q4: 3,245 shares; 2026Q1: 3,462 shares; 2026Q2: 3,650 shares 3,650 $1.25M 0.5% +188 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: 12,149 shares; 2024Q4: 11,792 shares; 2025Q1: 12,700 shares; 2025Q2: 11,520 shares; 2025Q3: 11,417 shares; 2025Q4: 11,385 shares; 2026Q1: 11,002 shares; 2026Q2: 9,489 shares 9,489 $1.11M 0.44% -1,513 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: 1,379 shares; 2024Q4: 1,386 shares; 2025Q1: 1,727 shares; 2025Q2: 1,850 shares; 2025Q3: 1,966 shares; 2025Q4: 1,912 shares; 2026Q1: 2,005 shares; 2026Q2: 2,085 shares 2,085 $1.07M 0.42% +80 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: 1,096 shares; 2024Q4: 1,119 shares; 2025Q1: 1,302 shares; 2025Q2: 1,775 shares; 2025Q3: 1,854 shares; 2025Q4: 2,180 shares; 2026Q1: 2,593 shares; 2026Q2: 2,498 shares 2,498 $1.04M 0.41% -95 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: 7,419 shares; 2024Q4: 7,340 shares; 2025Q1: 7,388 shares; 2025Q2: 7,098 shares; 2025Q3: 6,677 shares; 2025Q4: 6,672 shares; 2026Q1: 6,672 shares; 2026Q2: 6,637 shares 6,637 $950K 0.38% -35 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: 4,634 shares; 2024Q4: 5,785 shares; 2025Q1: 4,756 shares; 2025Q2: 5,813 shares; 2025Q3: 6,470 shares; 2025Q4: 9,309 shares; 2026Q1: 6,592 shares; 2026Q2: 6,783 shares 6,783 $927K 0.37% +191 Timeline IBMS 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: 21,085 shares; 2026Q1: 21,085 shares; 2026Q2: 35,256 shares 35,256 $912K 0.36% +14,171 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: 1,212 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,208 shares; 2026Q1: 1,207 shares; 2026Q2: 1,207 shares 1,207 $901K 0.36% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,434 shares; 2024Q4: 24,259 shares; 2025Q1: 15,258 shares; 2025Q2: 43,699 shares; 2025Q3: 44,691 shares; 2025Q4: 17,970 shares; 2026Q1: 38,444 shares; 2026Q2: 38,850 shares 38,850 $900K 0.36% +406 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,977 shares; 2024Q4: 36,028 shares; 2025Q1: 23,316 shares; 2025Q2: 49,327 shares; 2025Q3: 49,627 shares; 2025Q4: 25,135 shares; 2026Q1: 43,185 shares; 2026Q2: 35,476 shares 35,476 $896K 0.35% -7,709 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: 7,481 shares; 2025Q4: 7,186 shares; 2026Q1: 7,019 shares; 2026Q2: 6,349 shares 6,349 $887K 0.35% -670 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,190 shares; 2024Q4: 31,337 shares; 2025Q1: 11,052 shares; 2025Q2: 40,732 shares; 2025Q3: 40,732 shares; 2025Q4: 11,052 shares; 2026Q1: 39,311 shares; 2026Q2: 39,742 shares 39,742 $866K 0.34% +431 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,996 shares; 2024Q4: 6,986 shares; 2025Q1: 6,986 shares; 2025Q2: 6,986 shares; 2025Q3: 6,986 shares; 2025Q4: 6,962 shares; 2026Q1: 6,962 shares; 2026Q2: 6,962 shares 6,962 $837K 0.33% 0 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: 2,624 shares; 2024Q4: 2,690 shares; 2025Q1: 3,115 shares; 2025Q2: 3,787 shares; 2025Q3: 4,111 shares; 2025Q4: 4,553 shares; 2026Q1: 5,006 shares; 2026Q2: 5,588 shares 5,588 $819K 0.32% +582 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: 1,800 shares; 2024Q4: 1,829 shares; 2025Q1: 2,155 shares; 2025Q2: 2,551 shares; 2025Q3: 2,833 shares; 2025Q4: 2,795 shares; 2026Q1: 3,011 shares; 2026Q2: 3,130 shares 3,130 $788K 0.31% +119 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,153 shares; 2025Q2: 2,133 shares; 2025Q3: 2,334 shares; 2025Q4: 2,219 shares; 2026Q1: 2,215 shares; 2026Q2: 2,212 shares 2,212 $782K 0.31% -3 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: 2,757 shares; 2024Q4: 2,821 shares; 2025Q1: 3,663 shares; 2025Q2: 4,595 shares; 2025Q3: 5,068 shares; 2025Q4: 5,537 shares; 2026Q1: 5,685 shares; 2026Q2: 5,942 shares 5,942 $764K 0.3% +257 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: 3,388 shares 3,388 $759K 0.3% 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: 3,388 shares 3,388 $749K 0.3% new 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: 4,794 shares; 2024Q4: 4,914 shares; 2025Q1: 5,526 shares; 2025Q2: 6,627 shares; 2025Q3: 7,592 shares; 2025Q4: 7,724 shares; 2026Q1: 8,302 shares; 2026Q2: 8,618 shares 8,618 $700K 0.28% +316 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: 2,513 shares; 2024Q4: 2,531 shares; 2025Q1: 2,635 shares; 2025Q2: 2,631 shares; 2025Q3: 2,729 shares; 2025Q4: 2,717 shares; 2026Q1: 2,318 shares; 2026Q2: 2,451 shares 2,451 $663K 0.26% +133 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,931 shares; 2025Q2: 31,808 shares; 2025Q3: 29,584 shares; 2025Q4: 29,584 shares; 2026Q1: 29,584 shares; 2026Q2: 26,934 shares 26,934 $644K 0.25% -2,650 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: 359 shares; 2024Q4: 359 shares; 2025Q1: 515 shares; 2025Q2: 574 shares; 2025Q3: 614 shares; 2025Q4: 626 shares; 2026Q1: 665 shares; 2026Q2: 688 shares 688 $644K 0.25% +23 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 3,678 shares 3,678 $628K 0.25% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,157 shares; 2024Q4: 37,151 shares; 2025Q1: 37,151 shares; 2025Q2: 37,893 shares; 2025Q3: 38,403 shares; 2025Q4: 40,244 shares; 2026Q1: 40,855 shares; 2026Q2: 27,921 shares 27,921 $625K 0.25% -12,934 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,344 shares; 2024Q4: 37,547 shares; 2025Q1: 37,547 shares; 2025Q2: 38,294 shares; 2025Q3: 38,807 shares; 2025Q4: 40,656 shares; 2026Q1: 41,264 shares; 2026Q2: 28,199 shares 28,199 $624K 0.25% -13,065 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,538 shares; 2024Q4: 21,290 shares; 2025Q1: 21,992 shares; 2025Q2: 22,866 shares; 2025Q3: 24,456 shares; 2025Q4: 26,342 shares; 2026Q1: 43,727 shares; 2026Q2: 28,821 shares 28,821 $624K 0.25% -14,906 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: 3,080 shares; 2024Q4: 3,089 shares; 2025Q1: 2,739 shares; 2025Q2: 3,332 shares; 2025Q3: 3,622 shares; 2025Q4: 3,622 shares; 2026Q1: 3,641 shares; 2026Q2: 3,684 shares 3,684 $611K 0.24% +43 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: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,010 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares; 2026Q2: 1,990 shares 1,990 $603K 0.24% -20 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: 1,420 shares; 2024Q4: 1,432 shares; 2025Q1: 1,439 shares; 2025Q2: 1,439 shares; 2025Q3: 2,493 shares; 2025Q4: 2,521 shares; 2026Q1: 2,521 shares; 2026Q2: 2,527 shares 2,527 $598K 0.24% +6 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 593 shares; 2025Q3: 620 shares; 2025Q4: 623 shares; 2026Q1: 607 shares; 2026Q2: 561 shares 561 $597K 0.24% -46 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,686 shares; 2024Q4: 36,067 shares; 2025Q1: 34,422 shares; 2025Q2: 35,339 shares; 2025Q3: 35,839 shares; 2025Q4: 37,646 shares; 2026Q1: 37,121 shares; 2026Q2: 24,062 shares 24,062 $551K 0.22% -13,059 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,147 shares; 2025Q4: 4,192 shares; 2026Q1: 4,171 shares; 2026Q2: 3,575 shares 3,575 $523K 0.21% -596 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 17,087 shares; 2026Q1: 12,993 shares; 2026Q2: 9,671 shares 9,671 $517K 0.2% -3,322 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: 599 shares; 2024Q4: 604 shares; 2025Q1: 718 shares; 2025Q2: 817 shares; 2025Q3: 841 shares; 2025Q4: 922 shares; 2026Q1: 960 shares; 2026Q2: 994 shares 994 $516K 0.2% +34 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: 7,236 shares; 2024Q4: not reported; 2025Q1: 9,728 shares; 2025Q2: 13,748 shares; 2025Q3: 15,472 shares; 2025Q4: 17,288 shares; 2026Q1: 19,380 shares; 2026Q2: 21,404 shares 21,404 $515K 0.2% +2,024 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: 1,699 shares; 2024Q4: 1,652 shares; 2025Q1: 1,549 shares; 2025Q2: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares; 2026Q1: 1,538 shares; 2026Q2: 6,145 shares 6,145 $495K 0.2% +4,607 Timeline IBTK 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: 18,721 shares; 2025Q2: 18,721 shares; 2025Q3: 18,721 shares; 2025Q4: 18,721 shares; 2026Q1: 41,270 shares; 2026Q2: 24,765 shares 24,765 $484K 0.19% -16,505 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 696 shares; 2025Q4: 751 shares; 2026Q1: 848 shares; 2026Q2: 928 shares 928 $465K 0.18% +80 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: 1,477 shares; 2024Q4: 1,454 shares; 2025Q1: 1,729 shares; 2025Q2: 2,270 shares; 2025Q3: 2,478 shares; 2025Q4: 2,833 shares; 2026Q1: 3,086 shares; 2026Q2: 3,358 shares 3,358 $455K 0.18% +272 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: 1,156 shares; 2025Q2: 1,217 shares; 2025Q3: 1,322 shares; 2025Q4: 1,240 shares; 2026Q1: 1,237 shares; 2026Q2: 1,193 shares 1,193 $446K 0.18% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,507 shares; 2025Q4: 1,521 shares; 2026Q1: 1,314 shares; 2026Q2: 1,126 shares 1,126 $444K 0.18% -188 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,930 shares; 2024Q4: 2,940 shares; 2025Q1: 3,034 shares; 2025Q2: 3,146 shares; 2025Q3: 3,349 shares; 2025Q4: 3,164 shares; 2026Q1: 3,222 shares; 2026Q2: 3,271 shares 3,271 $424K 0.17% +49 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: 510 shares; 2024Q4: 515 shares; 2025Q1: 631 shares; 2025Q2: 668 shares; 2025Q3: 685 shares; 2025Q4: 665 shares; 2026Q1: 671 shares; 2026Q2: 668 shares 668 $424K 0.17% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,037 shares; 2025Q4: 3,019 shares; 2026Q1: 2,999 shares; 2026Q2: 2,571 shares 2,571 $423K 0.17% -428 Timeline IBTL 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: 20,590 shares; 2026Q2: 20,590 shares 20,590 $416K 0.16% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,775 shares; 2025Q2: 1,974 shares; 2025Q3: 2,195 shares; 2025Q4: 2,134 shares; 2026Q1: 2,102 shares; 2026Q2: 2,187 shares 2,187 $415K 0.16% +85 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,470 shares; 2024Q4: 4,527 shares; 2025Q1: 4,989 shares; 2025Q2: 4,748 shares; 2025Q3: 4,724 shares; 2025Q4: 4,821 shares; 2026Q1: 4,517 shares; 2026Q2: 4,488 shares 4,488 $406K 0.16% -29 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: not reported; 2025Q1: 379 shares; 2025Q2: 411 shares; 2025Q3: 418 shares; 2025Q4: 411 shares; 2026Q1: 403 shares; 2026Q2: 381 shares 381 $385K 0.15% -22 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: 1,735 shares; 2025Q2: 1,958 shares; 2025Q3: 2,001 shares; 2025Q4: 1,954 shares; 2026Q1: 1,922 shares; 2026Q2: 1,837 shares 1,837 $384K 0.15% -85 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares; 2026Q2: 1,561 shares 1,561 $378K 0.15% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,517 shares; 2025Q2: 5,871 shares; 2025Q3: 7,266 shares; 2025Q4: 7,712 shares; 2026Q1: 8,294 shares; 2026Q2: 8,777 shares 8,777 $372K 0.15% +483 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: 1,709 shares; 2024Q4: 1,653 shares; 2025Q1: 2,111 shares; 2025Q2: 2,336 shares; 2025Q3: 2,336 shares; 2025Q4: 2,267 shares; 2026Q1: 2,479 shares; 2026Q2: 2,487 shares 2,487 $364K 0.14% +8 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: not reported; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 871 shares; 2025Q4: 878 shares; 2026Q1: 878 shares; 2026Q2: 866 shares 866 $364K 0.14% -12 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 998 shares; 2025Q4: 1,138 shares; 2026Q1: 1,209 shares; 2026Q2: 1,277 shares 1,277 $347K 0.14% +68 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: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 491 shares; 2026Q1: 479 shares; 2026Q2: 479 shares 479 $337K 0.13% 0 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: 3,224 shares; 2025Q1: 3,326 shares; 2025Q2: 3,743 shares; 2025Q3: 3,885 shares; 2025Q4: 3,834 shares; 2026Q1: 3,950 shares; 2026Q2: 3,934 shares 3,934 $325K 0.13% -16 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: not reported; 2025Q1: not reported; 2025Q2: 233 shares; 2025Q3: 247 shares; 2025Q4: 277 shares; 2026Q1: 293 shares; 2026Q2: 333 shares 333 $320K 0.13% +40 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,505 shares; 2025Q4: not reported; 2026Q1: 1,181 shares; 2026Q2: 1,175 shares 1,175 $306K 0.12% -6 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: 1,138 shares; 2025Q2: 1,255 shares; 2025Q3: 1,205 shares; 2025Q4: 1,261 shares; 2026Q1: 1,286 shares; 2026Q2: 1,366 shares 1,366 $301K 0.12% +80 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 776 shares; 2025Q2: 847 shares; 2025Q3: 873 shares; 2025Q4: 844 shares; 2026Q1: 865 shares; 2026Q2: 873 shares 873 $295K 0.12% +8 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares; 2026Q1: 722 shares; 2026Q2: 751 shares 751 $272K 0.11% +29 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,106 shares; 2024Q4: 4,222 shares; 2025Q1: 4,328 shares; 2025Q2: 4,478 shares; 2025Q3: 4,592 shares; 2025Q4: 4,111 shares; 2026Q1: 4,221 shares; 2026Q2: 4,346 shares 4,346 $267K 0.11% +125 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: 437 shares; 2024Q4: not reported; 2025Q1: 606 shares; 2025Q2: 755 shares; 2025Q3: 827 shares; 2025Q4: 934 shares; 2026Q1: 1,147 shares; 2026Q2: 1,261 shares 1,261 $259K 0.1% +114 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,567 shares; 2025Q3: 26,567 shares; 2025Q4: not reported; 2026Q1: 9,837 shares; 2026Q2: 9,837 shares 9,837 $248K 0.1% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 987 shares; 2025Q1: 1,125 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,550 shares; 2026Q1: 1,674 shares; 2026Q2: 1,766 shares 1,766 $246K 0.1% +92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares; 2026Q1: 1,142 shares; 2026Q2: 1,278 shares 1,278 $243K 0.1% +136 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,291 shares; 2024Q4: 32,782 shares; 2025Q1: 11,544 shares; 2025Q2: 42,625 shares; 2025Q3: 42,625 shares; 2025Q4: 11,544 shares; 2026Q1: 11,544 shares; 2026Q2: 11,544 shares 11,544 $241K 0.1% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,852 shares; 2026Q1: 1,817 shares; 2026Q2: 1,695 shares 1,695 $237K 0.09% -122 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,134 shares; 2026Q2: 2,280 shares 2,280 $237K 0.09% +146 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,843 shares; 2025Q3: 3,849 shares; 2025Q4: 3,855 shares; 2026Q1: 3,862 shares; 2026Q2: 3,870 shares 3,870 $237K 0.09% +8 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,871 shares; 2025Q3: 6,428 shares; 2025Q4: 6,870 shares; 2026Q1: 7,849 shares; 2026Q2: 9,547 shares 9,547 $234K 0.09% +1,698 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: not reported; 2026Q2: 2,260 shares 2,260 $234K 0.09% new Timeline IOO 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: 1,677 shares; 2025Q4: 1,677 shares; 2026Q1: not reported; 2026Q2: 1,677 shares 1,677 $229K 0.09% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,798 shares; 2025Q3: 3,854 shares; 2025Q4: 4,329 shares; 2026Q1: 5,059 shares; 2026Q2: 5,575 shares 5,575 $229K 0.09% +516 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: 3,270 shares; 2024Q4: not reported; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 2,943 shares; 2025Q4: 2,939 shares; 2026Q1: 2,761 shares; 2026Q2: 2,761 shares 2,761 $227K 0.09% 0 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: not reported; 2026Q1: 640 shares; 2026Q2: 661 shares 661 $225K 0.09% +21 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,670 shares; 2026Q2: 3,887 shares 3,887 $224K 0.09% +217 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 731 shares 731 $220K 0.09% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,652 shares; 2026Q2: 1,734 shares 1,734 $219K 0.09% +82 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,263 shares; 2025Q3: 1,515 shares; 2025Q4: 1,450 shares; 2026Q1: 1,335 shares; 2026Q2: 1,235 shares 1,235 $217K 0.09% -100 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,581 shares; 2025Q2: 1,814 shares; 2025Q3: 2,220 shares; 2025Q4: 2,085 shares; 2026Q1: 2,365 shares; 2026Q2: 2,382 shares 2,382 $216K 0.09% +17 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: 741 shares; 2024Q4: 743 shares; 2025Q1: 1,034 shares; 2025Q2: 1,153 shares; 2025Q3: 1,144 shares; 2025Q4: 1,094 shares; 2026Q1: 1,240 shares; 2026Q2: 1,366 shares 1,366 $214K 0.08% +126 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,989 shares 1,989 $214K 0.08% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,247 shares 1,247 $212K 0.08% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,531 shares 1,531 $207K 0.08% new Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,758 shares; 2025Q2: not reported; 2025Q3: 3,226 shares; 2025Q4: not reported; 2026Q1: 3,226 shares; 2026Q2: 3,226 shares 3,226 $207K 0.08% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,139 shares; 2025Q4: 2,133 shares; 2026Q1: 2,199 shares; 2026Q2: 2,207 shares 2,207 $204K 0.08% +8 Timeline