DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121,862 shares; 2024Q4: 1,199,535 shares; 2025Q1: 1,200,685 shares; 2025Q2: 1,211,386 shares; 2025Q3: 1,234,578 shares; 2025Q4: 1,254,894 shares; 2026Q1: 1,218,011 shares; 2026Q2: 1,243,096 shares 1,243,096 $94.2M 11.99% +25,085 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: 172,431 shares; 2024Q4: 172,498 shares; 2025Q1: 168,851 shares; 2025Q2: 168,403 shares; 2025Q3: 168,352 shares; 2025Q4: 166,948 shares; 2026Q1: 162,614 shares; 2026Q2: 817,879 shares 817,879 $71.9M 9.15% +655,265 Timeline XSMO 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: 475,382 shares; 2025Q2: 477,335 shares; 2025Q3: 486,777 shares; 2025Q4: 490,887 shares; 2026Q1: 520,253 shares; 2026Q2: 527,440 shares 527,440 $49.4M 6.29% +7,187 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: 67,242 shares; 2024Q4: 68,052 shares; 2025Q1: 67,688 shares; 2025Q2: 67,591 shares; 2025Q3: 68,422 shares; 2025Q4: 68,255 shares; 2026Q1: 64,114 shares; 2026Q2: 65,061 shares 65,061 $47.9M 6.1% +947 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: 124,737 shares; 2024Q4: 126,519 shares; 2025Q1: 104,948 shares; 2025Q2: 105,289 shares; 2025Q3: 106,373 shares; 2025Q4: 211,113 shares; 2026Q1: 199,651 shares; 2026Q2: 197,532 shares 197,532 $37.6M 4.79% -2,119 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,231,431 shares; 2024Q4: 1,258,165 shares; 2025Q1: 1,297,632 shares; 2025Q2: 1,325,063 shares; 2025Q3: 1,366,303 shares; 2025Q4: 1,436,539 shares; 2026Q1: 1,496,505 shares; 2026Q2: 1,527,912 shares 1,527,912 $37M 4.71% +31,407 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,209,911 shares; 2024Q4: 1,245,220 shares; 2025Q1: 1,281,919 shares; 2025Q2: 1,307,775 shares; 2025Q3: 1,345,475 shares; 2025Q4: 1,401,987 shares; 2026Q1: 1,465,127 shares; 2026Q2: 1,501,436 shares 1,501,436 $36.4M 4.63% +36,309 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: 19,303 shares; 2024Q4: 1,264,174 shares; 2025Q1: 1,319,304 shares; 2025Q2: 1,344,114 shares; 2025Q3: 1,381,528 shares; 2025Q4: 1,420,969 shares; 2026Q1: 1,509,083 shares; 2026Q2: 1,550,502 shares 1,550,502 $35.9M 4.57% +41,419 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,482,987 shares; 2026Q1: 1,599,810 shares; 2026Q2: 1,641,321 shares 1,641,321 $35.8M 4.55% +41,511 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: 1,126,325 shares; 2024Q4: 1,158,816 shares; 2025Q1: 1,211,904 shares; 2025Q2: 1,233,106 shares; 2025Q3: 1,265,251 shares; 2025Q4: 1,301,414 shares; 2026Q1: 1,372,168 shares; 2026Q2: 1,410,511 shares 1,410,511 $35.6M 4.53% +38,343 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,509 shares; 2024Q4: 38,995 shares; 2025Q1: 38,313 shares; 2025Q2: 38,242 shares; 2025Q3: 37,804 shares; 2025Q4: 37,314 shares; 2026Q1: 34,480 shares; 2026Q2: 271,486 shares 271,486 $32.4M 4.13% +237,006 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456,816 shares; 2026Q2: 470,420 shares 470,420 $28.4M 3.61% +13,604 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: 40,819 shares; 2024Q4: 40,494 shares; 2025Q1: 39,301 shares; 2025Q2: 39,253 shares; 2025Q3: 39,453 shares; 2025Q4: 39,870 shares; 2026Q1: 77,424 shares; 2026Q2: 318,404 shares 318,404 $25.7M 3.27% +240,980 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,131 shares; 2024Q4: 286,827 shares; 2025Q1: 295,779 shares; 2025Q2: 294,790 shares; 2025Q3: 305,951 shares; 2025Q4: 307,493 shares; 2026Q1: 226,645 shares; 2026Q2: 229,654 shares 229,654 $21.6M 2.75% +3,009 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,456 shares; 2024Q4: 132,043 shares; 2025Q1: 136,693 shares; 2025Q2: 137,088 shares; 2025Q3: 141,244 shares; 2025Q4: 142,304 shares; 2026Q1: 127,811 shares; 2026Q2: 129,721 shares 129,721 $18.4M 2.34% +1,910 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,234 shares; 2024Q4: 193,504 shares; 2025Q1: 262,357 shares; 2025Q2: 263,176 shares; 2025Q3: 268,593 shares; 2025Q4: 271,074 shares; 2026Q1: 106,444 shares; 2026Q2: 107,823 shares 107,823 $17.2M 2.19% +1,379 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: 64,438 shares; 2024Q4: 58,024 shares; 2025Q1: 55,907 shares; 2025Q2: 55,299 shares; 2025Q3: 61,588 shares; 2025Q4: 60,717 shares; 2026Q1: 58,965 shares; 2026Q2: 56,898 shares 56,898 $11.4M 1.45% -2,067 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: 32,092 shares; 2024Q4: 31,739 shares; 2025Q1: 32,033 shares; 2025Q2: 31,958 shares; 2025Q3: 31,756 shares; 2025Q4: 31,083 shares; 2026Q1: 29,452 shares; 2026Q2: 29,356 shares 29,356 $10.4M 1.32% -96 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: 36,829 shares; 2024Q4: 36,100 shares; 2025Q1: 35,772 shares; 2025Q2: 35,892 shares; 2025Q3: 35,622 shares; 2025Q4: 35,440 shares; 2026Q1: 33,937 shares; 2026Q2: 33,849 shares 33,849 $9.79M 1.25% -88 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: 16,726 shares; 2024Q4: 16,111 shares; 2025Q1: 15,431 shares; 2025Q2: 15,447 shares; 2025Q3: 15,205 shares; 2025Q4: 15,114 shares; 2026Q1: 16,116 shares; 2026Q2: 16,172 shares 16,172 $6.03M 0.77% +56 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: 11,713 shares; 2024Q4: 11,713 shares; 2025Q1: 11,758 shares; 2025Q2: 11,888 shares; 2025Q3: 11,888 shares; 2025Q4: 11,888 shares; 2026Q1: 7,821 shares; 2026Q2: 7,821 shares 7,821 $5.84M 0.74% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,510 shares; 2024Q4: 15,476 shares; 2025Q1: 15,454 shares; 2025Q2: 12,989 shares; 2025Q3: 12,943 shares; 2025Q4: 13,375 shares; 2026Q1: 12,702 shares; 2026Q2: 12,028 shares 12,028 $5.74M 0.73% -674 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: 15,374 shares; 2025Q4: 16,478 shares; 2026Q1: 16,901 shares; 2026Q2: 16,462 shares 16,462 $4.9M 0.62% -439 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: 12,403 shares; 2024Q4: 12,403 shares; 2025Q1: 11,718 shares; 2025Q2: 11,511 shares; 2025Q3: 11,286 shares; 2025Q4: 9,375 shares; 2026Q1: 9,375 shares; 2026Q2: 9,134 shares 9,134 $4.57M 0.58% -241 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: 18,526 shares; 2024Q4: 17,067 shares; 2025Q1: 16,989 shares; 2025Q2: 16,989 shares; 2025Q3: 16,998 shares; 2025Q4: 16,917 shares; 2026Q1: 16,917 shares; 2026Q2: 16,917 shares 16,917 $4M 0.51% 0 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: 4,900 shares; 2024Q4: 4,877 shares; 2025Q1: 4,822 shares; 2025Q2: 4,789 shares; 2025Q3: 4,761 shares; 2025Q4: 4,776 shares; 2026Q1: 4,788 shares; 2026Q2: 4,638 shares 4,638 $3.47M 0.44% -150 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,122 shares; 2024Q4: 5,113 shares; 2025Q1: 5,118 shares; 2025Q2: 5,084 shares; 2025Q3: 5,057 shares; 2025Q4: 5,185 shares; 2026Q1: 4,516 shares; 2026Q2: 4,506 shares 4,506 $3.24M 0.41% -10 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: 13,292 shares; 2024Q4: 12,994 shares; 2025Q1: 12,485 shares; 2025Q2: 13,658 shares; 2025Q3: 13,158 shares; 2025Q4: 13,459 shares; 2026Q1: 12,948 shares; 2026Q2: 12,955 shares 12,955 $3.09M 0.39% +7 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: 7,863 shares; 2024Q4: 7,855 shares; 2025Q1: 7,547 shares; 2025Q2: 7,502 shares; 2025Q3: 7,412 shares; 2025Q4: 6,990 shares; 2026Q1: 6,906 shares; 2026Q2: 6,871 shares 6,871 $2.73M 0.35% -35 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,267 shares; 2024Q4: 4,169 shares; 2025Q1: 3,616 shares; 2025Q2: 3,563 shares; 2025Q3: 3,563 shares; 2025Q4: 3,476 shares; 2026Q1: 3,476 shares; 2026Q2: 3,474 shares 3,474 $2.63M 0.33% -2 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,556 shares; 2024Q4: 41,332 shares; 2025Q1: 41,050 shares; 2025Q2: 39,111 shares; 2025Q3: 39,167 shares; 2025Q4: 37,309 shares; 2026Q1: 37,366 shares; 2026Q2: 37,286 shares 37,286 $2.55M 0.32% -80 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: 56,982 shares; 2024Q4: 42,587 shares; 2025Q1: 42,598 shares; 2025Q2: 34,110 shares; 2025Q3: 33,934 shares; 2025Q4: 29,454 shares; 2026Q1: 34,399 shares; 2026Q2: 43,746 shares 43,746 $2.49M 0.32% +9,347 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,974 shares; 2024Q4: 8,951 shares; 2025Q1: 8,835 shares; 2025Q2: 8,684 shares; 2025Q3: 8,661 shares; 2025Q4: 8,646 shares; 2026Q1: 8,182 shares; 2026Q2: 8,034 shares 8,034 $2.27M 0.29% -148 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: 1,721 shares; 2024Q4: 1,674 shares; 2025Q1: 1,648 shares; 2025Q2: 1,737 shares; 2025Q3: 1,731 shares; 2025Q4: 1,800 shares; 2026Q1: 1,814 shares; 2026Q2: 1,813 shares 1,813 $2.17M 0.28% -1 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,169 shares; 2025Q1: 12,189 shares; 2025Q2: 12,116 shares; 2025Q3: 10,772 shares; 2025Q4: 11,444 shares; 2026Q1: 12,451 shares; 2026Q2: 12,742 shares 12,742 $2.16M 0.28% +291 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,339 shares; 2024Q4: 5,762 shares; 2025Q1: 5,594 shares; 2025Q2: 5,596 shares; 2025Q3: 5,698 shares; 2025Q4: 6,093 shares; 2026Q1: 6,661 shares; 2026Q2: 6,688 shares 6,688 $1.88M 0.24% +27 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: 5,190 shares; 2024Q4: 7,190 shares; 2025Q1: 4,632 shares; 2025Q2: 4,632 shares; 2025Q3: 4,632 shares; 2025Q4: 4,632 shares; 2026Q1: 4,632 shares; 2026Q2: 4,632 shares 4,632 $1.73M 0.22% 0 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: 7,442 shares; 2024Q4: 6,526 shares; 2025Q1: 6,348 shares; 2025Q2: 6,452 shares; 2025Q3: 6,348 shares; 2025Q4: 6,024 shares; 2026Q1: 6,427 shares; 2026Q2: 6,406 shares 6,406 $1.61M 0.21% -21 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,448 shares; 2025Q2: 7,402 shares; 2025Q3: 7,629 shares; 2025Q4: 8,212 shares; 2026Q1: 10,566 shares; 2026Q2: 10,815 shares 10,815 $1.58M 0.2% +249 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,191 shares; 2024Q4: 8,201 shares; 2025Q1: 8,214 shares; 2025Q2: 33,589 shares; 2025Q3: 33,766 shares; 2025Q4: 34,207 shares; 2026Q1: 33,156 shares; 2026Q2: 33,346 shares 33,346 $1.58M 0.2% +190 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: 1,731 shares; 2024Q4: 1,731 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,639 shares; 2025Q4: 1,561 shares; 2026Q1: 1,467 shares; 2026Q2: 1,461 shares 1,461 $1.48M 0.19% -6 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,460 shares; 2024Q4: 2,389 shares; 2025Q1: 2,389 shares; 2025Q2: 2,389 shares; 2025Q3: 5,730 shares; 2025Q4: 5,487 shares; 2026Q1: 5,507 shares; 2026Q2: 5,300 shares 5,300 $1.42M 0.18% -207 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,776 shares; 2024Q4: 13,930 shares; 2025Q1: 13,677 shares; 2025Q2: 13,746 shares; 2025Q3: 13,700 shares; 2025Q4: 13,872 shares; 2026Q1: 11,038 shares; 2026Q2: 9,603 shares 9,603 $1.41M 0.18% -1,435 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,717 shares; 2024Q4: 3,709 shares; 2025Q1: 3,714 shares; 2025Q2: 3,684 shares; 2025Q3: 3,712 shares; 2025Q4: 3,878 shares; 2026Q1: 3,860 shares; 2026Q2: 3,902 shares 3,902 $1.32M 0.17% +42 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: 1,433 shares; 2024Q4: 1,432 shares; 2025Q1: 1,393 shares; 2025Q2: 1,388 shares; 2025Q3: 1,399 shares; 2025Q4: 1,458 shares; 2026Q1: 1,384 shares; 2026Q2: 1,390 shares 1,390 $1.3M 0.17% +6 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,541 shares; 2024Q4: 2,512 shares; 2025Q1: 2,481 shares; 2025Q2: 2,467 shares; 2025Q3: 2,454 shares; 2025Q4: 2,526 shares; 2026Q1: 2,452 shares; 2026Q2: 2,474 shares 2,474 $1.27M 0.16% +22 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: 3,077 shares; 2024Q4: 3,077 shares; 2025Q1: 3,031 shares; 2025Q2: 3,248 shares; 2025Q3: 2,847 shares; 2025Q4: 3,347 shares; 2026Q1: 3,507 shares; 2026Q2: 3,419 shares 3,419 $1.22M 0.16% -88 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,431 shares; 2025Q4: 4,469 shares; 2026Q1: 4,031 shares; 2026Q2: 4,063 shares 4,063 $1.21M 0.15% +32 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,736 shares; 2024Q4: 8,702 shares; 2025Q1: 8,621 shares; 2025Q2: 8,560 shares; 2025Q3: 8,516 shares; 2025Q4: 8,938 shares; 2026Q1: 10,099 shares; 2026Q2: 10,228 shares 10,228 $1.2M 0.15% +129 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,283 shares; 2024Q4: 3,283 shares; 2025Q1: 3,258 shares; 2025Q2: 3,258 shares; 2025Q3: 3,258 shares; 2025Q4: 3,081 shares; 2026Q1: 3,081 shares; 2026Q2: 3,081 shares 3,081 $1.2M 0.15% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,214 shares; 2025Q3: 6,214 shares; 2025Q4: 5,955 shares; 2026Q1: 5,955 shares; 2026Q2: 5,955 shares 5,955 $1.19M 0.15% 0 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: 17,435 shares; 2024Q4: 16,949 shares; 2025Q1: 10,969 shares; 2025Q2: 10,963 shares; 2025Q3: 10,438 shares; 2025Q4: 9,317 shares; 2026Q1: 9,320 shares; 2026Q2: 9,246 shares 9,246 $1.19M 0.15% -74 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,061 shares; 2024Q4: 7,042 shares; 2025Q1: 6,796 shares; 2025Q2: 6,767 shares; 2025Q3: 6,786 shares; 2025Q4: 6,876 shares; 2026Q1: 6,945 shares; 2026Q2: 7,014 shares 7,014 $1.18M 0.15% +69 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: 3,548 shares; 2024Q4: 3,548 shares; 2025Q1: 3,404 shares; 2025Q2: 3,503 shares; 2025Q3: 3,404 shares; 2025Q4: 3,233 shares; 2026Q1: 3,387 shares; 2026Q2: 3,387 shares 3,387 $1.15M 0.15% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,220 shares; 2024Q4: 1,219 shares; 2025Q1: 1,239 shares; 2025Q2: 1,237 shares; 2025Q3: 1,226 shares; 2025Q4: 1,865 shares; 2026Q1: 2,024 shares; 2026Q2: 2,046 shares 2,046 $1.15M 0.15% +22 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: 1,853 shares; 2025Q1: 1,775 shares; 2025Q2: 1,406 shares; 2025Q3: 1,399 shares; 2025Q4: 15,206 shares; 2026Q1: 15,759 shares; 2026Q2: 16,112 shares 16,112 $1.15M 0.15% +353 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,034 shares; 2024Q4: 41,032 shares; 2025Q1: 41,032 shares; 2025Q2: 39,830 shares; 2025Q3: 39,830 shares; 2025Q4: 26,248 shares; 2026Q1: 25,955 shares; 2026Q2: 25,955 shares 25,955 $1.14M 0.15% 0 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: 96,029 shares; 2024Q4: 102,514 shares; 2025Q1: 79,820 shares; 2025Q2: 80,922 shares; 2025Q3: 85,317 shares; 2025Q4: 86,450 shares; 2026Q1: 7,585 shares; 2026Q2: 7,183 shares 7,183 $1.14M 0.15% -402 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,698 shares; 2024Q4: 10,698 shares; 2025Q1: 10,562 shares; 2025Q2: 10,090 shares; 2025Q3: 9,646 shares; 2025Q4: 9,690 shares; 2026Q1: 9,690 shares; 2026Q2: 9,690 shares 9,690 $1.14M 0.14% 0 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: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares; 2026Q2: 3,020 shares 3,020 $1.11M 0.14% 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: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 1,661 shares; 2025Q2: 1,679 shares; 2025Q3: 1,682 shares; 2025Q4: 2,056 shares; 2026Q1: 2,181 shares; 2026Q2: 2,248 shares 2,248 $1.1M 0.14% +67 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: 7,458 shares; 2024Q4: 7,320 shares; 2025Q1: 6,866 shares; 2025Q2: 6,719 shares; 2025Q3: 6,591 shares; 2025Q4: 5,793 shares; 2026Q1: 5,292 shares; 2026Q2: 4,839 shares 4,839 $1.07M 0.14% -453 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,177 shares; 2024Q4: 2,163 shares; 2025Q1: 2,080 shares; 2025Q2: 2,081 shares; 2025Q3: 2,097 shares; 2025Q4: 2,157 shares; 2026Q1: 2,233 shares; 2026Q2: 2,269 shares 2,269 $1.04M 0.13% +36 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: 7,818 shares; 2024Q4: 7,123 shares; 2025Q1: 6,824 shares; 2025Q2: 6,824 shares; 2025Q3: 6,769 shares; 2025Q4: 6,614 shares; 2026Q1: 6,798 shares; 2026Q2: 6,832 shares 6,832 $934K 0.12% +34 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: 8,943 shares; 2024Q4: 8,879 shares; 2025Q1: 8,704 shares; 2025Q2: 8,601 shares; 2025Q3: 8,530 shares; 2025Q4: 7,400 shares; 2026Q1: 7,402 shares; 2026Q2: 7,279 shares 7,279 $921K 0.12% -123 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: 3,340 shares; 2024Q4: 3,340 shares; 2025Q1: 3,237 shares; 2025Q2: 3,181 shares; 2025Q3: 2,993 shares; 2025Q4: 2,677 shares; 2026Q1: 2,709 shares; 2026Q2: 2,647 shares 2,647 $908K 0.12% -62 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,597 shares; 2024Q4: 5,594 shares; 2025Q1: 6,033 shares; 2025Q2: 5,994 shares; 2025Q3: 6,064 shares; 2025Q4: 6,130 shares; 2026Q1: 5,376 shares; 2026Q2: 5,434 shares 5,434 $895K 0.11% +58 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,939 shares; 2024Q4: 11,650 shares; 2025Q1: 11,590 shares; 2025Q2: 11,462 shares; 2025Q3: 11,395 shares; 2025Q4: 11,562 shares; 2026Q1: 10,825 shares; 2026Q2: 10,920 shares 10,920 $847K 0.11% +95 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,450 shares 2,450 $810K 0.1% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS 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: 7,578 shares; 2026Q2: 11,059 shares 11,059 $802K 0.1% +3,481 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,933 shares; 2025Q3: 26,933 shares; 2025Q4: 27,631 shares; 2026Q1: 30,303 shares; 2026Q2: 30,665 shares 30,665 $777K 0.1% +362 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.1% 0 Timeline SRE SEMPRA More: the full row for SEMPRA 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: 7,939 shares 7,939 $736K 0.09% new 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: 11,103 shares; 2024Q4: 10,774 shares; 2025Q1: 10,550 shares; 2025Q2: 10,535 shares; 2025Q3: 10,241 shares; 2025Q4: 10,000 shares; 2026Q1: 10,303 shares; 2026Q2: 8,032 shares 8,032 $729K 0.09% -2,271 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: 4,133 shares; 2024Q4: 3,261 shares; 2025Q1: 3,235 shares; 2025Q2: 3,022 shares; 2025Q3: 2,868 shares; 2025Q4: 2,638 shares; 2026Q1: 2,853 shares; 2026Q2: 2,853 shares 2,853 $725K 0.09% 0 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: 1,892 shares; 2024Q4: 1,894 shares; 2025Q1: 1,869 shares; 2025Q2: 2,007 shares; 2025Q3: 1,872 shares; 2025Q4: 1,874 shares; 2026Q1: 2,277 shares; 2026Q2: 2,213 shares 2,213 $725K 0.09% -64 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,402 shares; 2025Q1: 2,405 shares; 2025Q2: 2,408 shares; 2025Q3: 2,411 shares; 2025Q4: 2,290 shares; 2026Q1: 2,295 shares; 2026Q2: 2,298 shares 2,298 $723K 0.09% +3 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: 12,575 shares; 2024Q4: 10,757 shares; 2025Q1: 8,142 shares; 2025Q2: 8,242 shares; 2025Q3: 8,017 shares; 2025Q4: 7,574 shares; 2026Q1: 7,522 shares; 2026Q2: 8,127 shares 8,127 $660K 0.08% +605 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: 2,763 shares; 2024Q4: 2,777 shares; 2025Q1: 3,868 shares; 2025Q2: 3,892 shares; 2025Q3: 4,153 shares; 2025Q4: 4,236 shares; 2026Q1: 3,824 shares; 2026Q2: 3,879 shares 3,879 $656K 0.08% +55 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: 3,738 shares; 2024Q4: 3,738 shares; 2025Q1: 3,738 shares; 2025Q2: 3,719 shares; 2025Q3: 3,663 shares; 2025Q4: 3,558 shares; 2026Q1: 3,801 shares; 2026Q2: 3,438 shares 3,438 $635K 0.08% -363 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,008 shares; 2024Q4: 11,008 shares; 2025Q1: 11,182 shares; 2025Q2: 11,186 shares; 2025Q3: 11,175 shares; 2025Q4: 11,377 shares; 2026Q1: 11,261 shares; 2026Q2: 11,388 shares 11,388 $632K 0.08% +127 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: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 2,332 shares; 2025Q2: 2,264 shares; 2025Q3: 2,183 shares; 2025Q4: 1,775 shares; 2026Q1: 1,806 shares; 2026Q2: 1,775 shares 1,775 $626K 0.08% -31 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 4,540 shares 4,540 $616K 0.08% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,352 shares; 2025Q1: 2,352 shares; 2025Q2: 2,048 shares; 2025Q3: 1,909 shares; 2025Q4: 1,479 shares; 2026Q1: 1,479 shares; 2026Q2: 1,479 shares 1,479 $615K 0.08% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 690 shares; 2026Q2: 2,078 shares 2,078 $604K 0.08% +1,388 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,593 shares; 2024Q4: 19,529 shares; 2025Q1: 19,678 shares; 2025Q2: 18,940 shares; 2025Q3: 11,828 shares; 2025Q4: 10,960 shares; 2026Q1: 11,082 shares; 2026Q2: 11,124 shares 11,124 $554K 0.07% +42 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: 819 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 789 shares; 2026Q1: 863 shares; 2026Q2: 863 shares 863 $547K 0.07% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 2,738 shares; 2026Q2: 2,807 shares 2,807 $532K 0.07% +69 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767 shares; 2024Q4: 1,743 shares; 2025Q1: 1,696 shares; 2025Q2: 1,696 shares; 2025Q3: 1,626 shares; 2025Q4: 1,426 shares; 2026Q1: 1,343 shares; 2026Q2: 1,343 shares 1,343 $519K 0.07% 0 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: 4,324 shares; 2024Q4: 4,034 shares; 2025Q1: 4,034 shares; 2025Q2: 4,011 shares; 2025Q3: 4,011 shares; 2025Q4: 4,011 shares; 2026Q1: 4,363 shares; 2026Q2: 4,363 shares 4,363 $512K 0.07% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,737 shares; 2024Q4: 5,809 shares; 2025Q1: 6,010 shares; 2025Q2: 4,980 shares; 2025Q3: 4,995 shares; 2025Q4: 5,296 shares; 2026Q1: 5,230 shares; 2026Q2: 5,333 shares 5,333 $510K 0.06% +103 Timeline CACI CACI INTL INC More: the full row for CACI 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: 1,131 shares; 2025Q4: 1,098 shares; 2026Q1: 1,088 shares; 2026Q2: 1,088 shares 1,088 $504K 0.06% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: 1,313 shares; 2025Q2: 1,404 shares; 2025Q3: 1,313 shares; 2025Q4: 1,242 shares; 2026Q1: 1,186 shares; 2026Q2: 1,186 shares 1,186 $493K 0.06% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 4,497 shares; 2025Q4: 4,941 shares; 2026Q1: 5,108 shares; 2026Q2: 5,219 shares 5,219 $481K 0.06% +111 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,174 shares; 2024Q4: 6,894 shares; 2025Q1: 6,793 shares; 2025Q2: 6,621 shares; 2025Q3: 2,458 shares; 2025Q4: 1,791 shares; 2026Q1: 1,717 shares; 2026Q2: 1,684 shares 1,684 $473K 0.06% -33 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: 2,780 shares; 2024Q4: 2,780 shares; 2025Q1: 2,751 shares; 2025Q2: 2,687 shares; 2025Q3: 2,687 shares; 2025Q4: 2,458 shares; 2026Q1: 2,458 shares; 2026Q2: 2,458 shares 2,458 $468K 0.06% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $439K 0.06% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: 2,031 shares; 2025Q4: 2,082 shares; 2026Q1: 2,012 shares; 2026Q2: 2,059 shares 2,059 $436K 0.06% +47 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: 2,986 shares; 2026Q2: 2,988 shares 2,988 $418K 0.05% +2 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: 5,047 shares; 2024Q4: 5,000 shares; 2025Q1: 4,764 shares; 2025Q2: 4,166 shares; 2025Q3: 4,089 shares; 2025Q4: 3,071 shares; 2026Q1: 3,278 shares; 2026Q2: 3,052 shares 3,052 $413K 0.05% -226 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: 5,510 shares; 2024Q4: 5,510 shares; 2025Q1: 5,510 shares; 2025Q2: 5,510 shares; 2025Q3: 5,510 shares; 2025Q4: 5,522 shares; 2026Q1: 5,535 shares; 2026Q2: 5,546 shares 5,546 $399K 0.05% +11 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: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,985 shares; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares; 2025Q4: 1,841 shares; 2026Q1: 2,371 shares; 2026Q2: 2,371 shares 2,371 $393K 0.05% 0 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: 2,548 shares; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 2,548 shares; 2025Q4: 2,165 shares; 2026Q1: 2,165 shares; 2026Q2: 2,165 shares 2,165 $392K 0.05% 0 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: 1,734 shares; 2024Q4: 1,834 shares; 2025Q1: 1,230 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares; 2026Q1: 1,413 shares; 2026Q2: 1,396 shares 1,396 $377K 0.05% -17 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: 3,961 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,169 shares; 2025Q3: 4,820 shares; 2025Q4: 4,821 shares; 2026Q1: 4,821 shares; 2026Q2: 4,821 shares 4,821 $372K 0.05% 0 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: 12,948 shares; 2024Q4: 12,791 shares; 2025Q1: 12,391 shares; 2025Q2: 12,391 shares; 2025Q3: 12,391 shares; 2025Q4: 9,177 shares; 2026Q1: 8,957 shares; 2026Q2: 6,797 shares 6,797 $364K 0.05% -2,160 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,601 shares 4,601 $349K 0.04% new 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: 16,892 shares; 2024Q4: 15,892 shares; 2025Q1: 15,892 shares; 2025Q2: 15,613 shares; 2025Q3: 15,650 shares; 2025Q4: 14,384 shares; 2026Q1: 14,420 shares; 2026Q2: 14,457 shares 14,457 $348K 0.04% +37 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: 293 shares; 2026Q2: 293 shares 293 $344K 0.04% 0 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: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 880 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 804 shares; 2026Q2: 794 shares 794 $338K 0.04% -10 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: 1,397 shares; 2025Q4: 1,307 shares; 2026Q1: 1,274 shares; 2026Q2: 1,261 shares 1,261 $329K 0.04% -13 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 1,736 shares; 2025Q1: 1,725 shares; 2025Q2: 1,718 shares; 2025Q3: 1,713 shares; 2025Q4: 1,664 shares; 2026Q1: 1,225 shares; 2026Q2: 1,225 shares 1,225 $324K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,257 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,396 shares; 2025Q3: 1,261 shares; 2025Q4: 1,264 shares; 2026Q1: 1,266 shares; 2026Q2: 1,267 shares 1,267 $324K 0.04% +1 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA 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: 3,018 shares; 2026Q2: 3,733 shares 3,733 $308K 0.04% +715 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,517 shares; 2024Q4: 1,431 shares; 2025Q1: 874 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 872 shares; 2026Q2: 854 shares 854 $303K 0.04% -18 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: 3,720 shares; 2024Q4: 3,720 shares; 2025Q1: 3,720 shares; 2025Q2: 3,873 shares; 2025Q3: 3,720 shares; 2025Q4: 3,420 shares; 2026Q1: 3,420 shares; 2026Q2: 3,420 shares 3,420 $300K 0.04% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,821 shares; 2024Q4: 6,864 shares; 2025Q1: 6,122 shares; 2025Q2: 6,158 shares; 2025Q3: 6,158 shares; 2025Q4: 6,158 shares; 2026Q1: 6,158 shares; 2026Q2: 6,158 shares 6,158 $297K 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: 418 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares; 2026Q2: 418 shares 418 $287K 0.04% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,268 shares; 2026Q2: 1,268 shares 1,268 $283K 0.04% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 1,946 shares; 2025Q2: 1,946 shares; 2025Q3: 1,946 shares; 2025Q4: 1,697 shares; 2026Q1: 1,632 shares; 2026Q2: 1,632 shares 1,632 $272K 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 86 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $272K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,745 shares; 2024Q4: 3,482 shares; 2025Q1: 3,334 shares; 2025Q2: 3,171 shares; 2025Q3: 3,092 shares; 2025Q4: 2,214 shares; 2026Q1: 2,199 shares; 2026Q2: 2,151 shares 2,151 $268K 0.03% -48 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: not reported; 2024Q4: not reported; 2025Q1: 9,708 shares; 2025Q2: 12,693 shares; 2025Q3: 12,693 shares; 2025Q4: 12,693 shares; 2026Q1: 12,693 shares; 2026Q2: 12,693 shares 12,693 $265K 0.03% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,970 shares; 2024Q4: 2,970 shares; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,802 shares; 2025Q4: 2,591 shares; 2026Q1: 2,424 shares; 2026Q2: 2,303 shares 2,303 $262K 0.03% -121 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC 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: not reported; 2026Q1: 8,093 shares; 2026Q2: 7,840 shares 7,840 $251K 0.03% -253 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,443 shares; 2025Q3: 4,443 shares; 2025Q4: 4,443 shares; 2026Q1: 4,443 shares; 2026Q2: 4,391 shares 4,391 $238K 0.03% -52 Timeline PPL PPL CORP More: the full row for PPL 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: 6,320 shares; 2026Q2: 6,320 shares 6,320 $230K 0.03% 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: not reported; 2025Q1: not reported; 2025Q2: 2,688 shares; 2025Q3: 2,692 shares; 2025Q4: 4,695 shares; 2026Q1: 2,864 shares; 2026Q2: 2,766 shares 2,766 $229K 0.03% -98 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS 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: 4,125 shares 4,125 $228K 0.03% new 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: 1,016 shares 1,016 $227K 0.03% 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: 1,014 shares 1,014 $224K 0.03% new Timeline RPG 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: 3,503 shares 3,503 $224K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,142 shares; 2026Q1: 1,189 shares; 2026Q2: 1,160 shares 1,160 $220K 0.03% -29 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,941 shares; 2025Q2: not reported; 2025Q3: 5,944 shares; 2025Q4: 5,946 shares; 2026Q1: 5,947 shares; 2026Q2: 5,949 shares 5,949 $220K 0.03% +2 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,324 shares 2,324 $216K 0.03% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 2,000 shares 2,000 $203K 0.03% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 1,131 shares 1,131 $202K 0.03% +1,062 Timeline OEF 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: 550 shares 550 $201K 0.03% new Timeline