VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,231 shares; 2024Q4: 85,192 shares; 2025Q1: 83,048 shares; 2025Q2: 85,809 shares; 2025Q3: 88,473 shares; 2025Q4: 85,598 shares; 2026Q1: 86,244 shares; 2026Q2: 87,989 shares 87,989 $32.6M 5.6% +1,745 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,166 shares; 2024Q4: 80,408 shares; 2025Q1: 77,556 shares; 2025Q2: 78,284 shares; 2025Q3: 76,626 shares; 2025Q4: 74,019 shares; 2026Q1: 72,135 shares; 2026Q2: 72,221 shares 72,221 $30.8M 5.29% +86 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,060 shares; 2024Q4: 277,503 shares; 2025Q1: 280,320 shares; 2025Q2: 283,384 shares; 2025Q3: 393,989 shares; 2025Q4: 288,477 shares; 2026Q1: 282,384 shares; 2026Q2: 284,116 shares 284,116 $27.4M 4.72% +1,732 Timeline VXF 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: 60,112 shares; 2024Q4: 59,446 shares; 2025Q1: 60,233 shares; 2025Q2: 61,177 shares; 2025Q3: 62,162 shares; 2025Q4: 60,878 shares; 2026Q1: 61,526 shares; 2026Q2: 61,720 shares 61,720 $15.2M 2.61% +194 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,438 shares; 2026Q1: 132,028 shares; 2026Q2: 133,492 shares 133,492 $12.9M 2.21% +1,464 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420,667 shares; 2025Q3: 461,077 shares; 2025Q4: 480,607 shares; 2026Q1: 569,038 shares; 2026Q2: 603,638 shares 603,638 $12.2M 2.09% +34,600 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: 13,160 shares; 2024Q4: 12,917 shares; 2025Q1: 12,451 shares; 2025Q2: 79,710 shares; 2025Q3: 79,595 shares; 2025Q4: 79,052 shares; 2026Q1: 78,811 shares; 2026Q2: 78,819 shares 78,819 $11.6M 1.99% +8 Timeline DFAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267,142 shares; 2026Q2: 272,400 shares 272,400 $11.2M 1.93% +5,258 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: 25,870 shares; 2024Q4: 25,425 shares; 2025Q1: 24,038 shares; 2025Q2: 30,402 shares; 2025Q3: 29,872 shares; 2025Q4: 29,576 shares; 2026Q1: 28,488 shares; 2026Q2: 27,596 shares 27,596 $10.3M 1.77% -892 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,928 shares; 2024Q4: 4,215 shares; 2025Q1: 2,210 shares; 2025Q2: 2,212 shares; 2025Q3: 2,210 shares; 2025Q4: 2,199 shares; 2026Q1: 3,016 shares; 2026Q2: 29,927 shares 29,927 $9.03M 1.55% +26,911 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243,290 shares; 2025Q4: 256,220 shares; 2026Q1: 304,633 shares; 2026Q2: 321,748 shares 321,748 $8.53M 1.47% +17,115 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,682 shares; 2024Q4: 34,777 shares; 2025Q1: 33,811 shares; 2025Q2: 33,834 shares; 2025Q3: 31,277 shares; 2025Q4: 30,323 shares; 2026Q1: 16,355 shares; 2026Q2: 97,960 shares 97,960 $8.44M 1.45% +81,605 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282,220 shares; 2026Q2: 284,636 shares 284,636 $8.35M 1.44% +2,416 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,858 shares; 2026Q2: 121,880 shares 121,880 $8.29M 1.42% +1,022 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,442 shares; 2024Q4: 76,220 shares; 2025Q1: 77,980 shares; 2025Q2: 78,255 shares; 2025Q3: 63,591 shares; 2025Q4: 64,417 shares; 2026Q1: 71,448 shares; 2026Q2: 74,286 shares 74,286 $8.12M 1.4% +2,838 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,615 shares; 2024Q4: 23,254 shares; 2025Q1: 24,558 shares; 2025Q2: 28,904 shares; 2025Q3: 28,810 shares; 2025Q4: 28,251 shares; 2026Q1: 28,231 shares; 2026Q2: 27,652 shares 27,652 $8M 1.38% -579 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: 62,532 shares; 2024Q4: 63,301 shares; 2025Q1: 65,277 shares; 2025Q2: 63,006 shares; 2025Q3: 103,812 shares; 2025Q4: 152,269 shares; 2026Q1: 170,074 shares; 2026Q2: 323,681 shares 323,681 $7.84M 1.35% +153,607 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,407 shares; 2024Q4: 14,307 shares; 2025Q1: 14,219 shares; 2025Q2: 15,142 shares; 2025Q3: 15,001 shares; 2025Q4: 14,371 shares; 2026Q1: 14,346 shares; 2026Q2: 14,310 shares 14,310 $7.53M 1.29% -36 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: 3,300 shares; 2025Q4: 15,983 shares; 2026Q1: 32,465 shares; 2026Q2: 29,004 shares 29,004 $7.41M 1.27% -3,461 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: 70,889 shares; 2024Q4: 71,201 shares; 2025Q1: 73,755 shares; 2025Q2: 81,746 shares; 2025Q3: 85,276 shares; 2025Q4: 85,100 shares; 2026Q1: 92,030 shares; 2026Q2: 92,895 shares 92,895 $7.16M 1.23% +865 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: 24,397 shares; 2024Q4: 23,462 shares; 2025Q1: 23,517 shares; 2025Q2: 21,654 shares; 2025Q3: 20,364 shares; 2025Q4: 20,057 shares; 2026Q1: 20,893 shares; 2026Q2: 18,945 shares 18,945 $7.16M 1.23% -1,948 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: 41,492 shares; 2024Q4: 40,936 shares; 2025Q1: 38,273 shares; 2025Q2: 39,553 shares; 2025Q3: 38,475 shares; 2025Q4: 37,231 shares; 2026Q1: 36,774 shares; 2026Q2: 35,665 shares 35,665 $7.14M 1.23% -1,109 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,242 shares; 2024Q4: 42,379 shares; 2025Q1: 47,273 shares; 2025Q2: 47,124 shares; 2025Q3: 49,811 shares; 2025Q4: 50,482 shares; 2026Q1: 57,761 shares; 2026Q2: 60,578 shares 60,578 $7.11M 1.22% +2,817 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,322 shares; 2024Q4: 30,041 shares; 2025Q1: 29,591 shares; 2025Q2: 29,927 shares; 2025Q3: 30,424 shares; 2025Q4: 29,975 shares; 2026Q1: 30,415 shares; 2026Q2: 31,345 shares 31,345 $6.67M 1.15% +930 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: 12,461 shares; 2024Q4: 11,160 shares; 2025Q1: 10,577 shares; 2025Q2: 20,474 shares; 2025Q3: 20,315 shares; 2025Q4: 19,666 shares; 2026Q1: 18,392 shares; 2026Q2: 18,219 shares 18,219 $6.51M 1.12% -173 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: 14,928 shares; 2024Q4: 14,896 shares; 2025Q1: 12,729 shares; 2025Q2: 16,432 shares; 2025Q3: 16,368 shares; 2025Q4: 16,146 shares; 2026Q1: 15,724 shares; 2026Q2: 15,725 shares 15,725 $5.56M 0.96% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,721 shares; 2025Q4: 54,500 shares; 2026Q1: 66,876 shares; 2026Q2: 235,576 shares 235,576 $5.46M 0.94% +168,700 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,119 shares; 2024Q4: 25,019 shares; 2025Q1: 23,321 shares; 2025Q2: 21,436 shares; 2025Q3: 21,743 shares; 2025Q4: 21,737 shares; 2026Q1: 22,344 shares; 2026Q2: 22,550 shares 22,550 $5.26M 0.9% +206 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: 6,781 shares; 2024Q4: 7,575 shares; 2025Q1: 13,549 shares; 2025Q2: 6,341 shares; 2025Q3: 6,271 shares; 2025Q4: 6,184 shares; 2026Q1: 10,645 shares; 2026Q2: 10,273 shares 10,273 $4.91M 0.84% -372 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: 18,637 shares; 2024Q4: 18,679 shares; 2025Q1: 17,938 shares; 2025Q2: 18,279 shares; 2025Q3: 20,263 shares; 2025Q4: 20,605 shares; 2026Q1: 21,192 shares; 2026Q2: 21,460 shares 21,460 $4.78M 0.82% +268 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,043 shares; 2024Q4: 16,039 shares; 2025Q1: 15,342 shares; 2025Q2: 16,836 shares; 2025Q3: 17,602 shares; 2025Q4: 18,091 shares; 2026Q1: 19,319 shares; 2026Q2: 19,577 shares 19,577 $4.65M 0.8% +258 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: 529 shares; 2024Q4: 562 shares; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 926 shares; 2025Q4: 915 shares; 2026Q1: 4,326 shares; 2026Q2: 4,300 shares 4,300 $4.58M 0.79% -26 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,172 shares; 2025Q1: 15,066 shares; 2025Q2: 17,019 shares; 2025Q3: 19,729 shares; 2025Q4: 19,489 shares; 2026Q1: 19,836 shares; 2026Q2: 19,910 shares 19,910 $4.52M 0.78% +74 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: 7,394 shares; 2024Q4: 7,285 shares; 2025Q1: 6,610 shares; 2025Q2: 4,257 shares; 2025Q3: 4,178 shares; 2025Q4: 4,071 shares; 2026Q1: 3,768 shares; 2026Q2: 3,752 shares 3,752 $4.5M 0.77% -16 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,903 shares; 2025Q3: 25,677 shares; 2025Q4: 26,829 shares; 2026Q1: 28,552 shares; 2026Q2: 29,033 shares 29,033 $4.2M 0.72% +481 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: 133,176 shares; 2024Q4: 133,908 shares; 2025Q1: 137,937 shares; 2025Q2: 141,297 shares; 2025Q3: 138,525 shares; 2025Q4: 187,522 shares; 2026Q1: 220,720 shares; 2026Q2: 161,987 shares 161,987 $4.09M 0.7% -58,733 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,642 shares; 2024Q4: 1,670 shares; 2025Q1: 3,843 shares; 2025Q2: 3,933 shares; 2025Q3: 3,983 shares; 2025Q4: 3,932 shares; 2026Q1: 3,973 shares; 2026Q2: 4,066 shares 4,066 $3.98M 0.68% +93 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: 15,607 shares; 2024Q4: 15,601 shares; 2025Q1: 14,731 shares; 2025Q2: 18,428 shares; 2025Q3: 18,340 shares; 2025Q4: 17,929 shares; 2026Q1: 16,603 shares; 2026Q2: 16,315 shares 16,315 $3.89M 0.67% -288 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: 3,213 shares; 2024Q4: 3,355 shares; 2025Q1: 3,392 shares; 2025Q2: 8,904 shares; 2025Q3: 8,868 shares; 2025Q4: 8,920 shares; 2026Q1: 11,554 shares; 2026Q2: 11,594 shares 11,594 $3.8M 0.65% +40 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: 14,427 shares; 2024Q4: 14,202 shares; 2025Q1: 10,528 shares; 2025Q2: 10,573 shares; 2025Q3: 10,547 shares; 2025Q4: 10,371 shares; 2026Q1: 10,352 shares; 2026Q2: 10,339 shares 10,339 $3.74M 0.64% -13 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144,142 shares; 2026Q2: 151,055 shares 151,055 $3.54M 0.61% +6,913 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,029 shares; 2024Q4: not reported; 2025Q1: 9,182 shares; 2025Q2: 29,140 shares; 2025Q3: 30,658 shares; 2025Q4: 31,226 shares; 2026Q1: 34,688 shares; 2026Q2: 36,556 shares 36,556 $3.53M 0.61% +1,868 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 21,153 shares; 2025Q4: 21,100 shares; 2026Q1: 21,607 shares; 2026Q2: 23,282 shares 23,282 $3.41M 0.59% +1,675 Timeline IGIB 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: 48,378 shares; 2025Q1: 49,390 shares; 2025Q2: 49,609 shares; 2025Q3: 52,616 shares; 2025Q4: 53,764 shares; 2026Q1: 60,464 shares; 2026Q2: 63,843 shares 63,843 $3.39M 0.58% +3,379 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,273 shares; 2024Q4: 98,263 shares; 2025Q1: 100,170 shares; 2025Q2: 100,981 shares; 2025Q3: 107,771 shares; 2025Q4: 103,328 shares; 2026Q1: 126,406 shares; 2026Q2: 133,807 shares 133,807 $3.35M 0.58% +7,401 Timeline SMH 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: 7,315 shares; 2024Q4: 7,472 shares; 2025Q1: 7,833 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,961 shares; 2026Q2: 5,055 shares 5,055 $3.32M 0.57% -1,906 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,866 shares; 2024Q4: 35,684 shares; 2025Q1: 35,293 shares; 2025Q2: 35,677 shares; 2025Q3: 36,549 shares; 2025Q4: 36,808 shares; 2026Q1: 37,750 shares; 2026Q2: 36,539 shares 36,539 $3.27M 0.56% -1,211 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,592 shares; 2026Q2: 106,710 shares 106,710 $3.24M 0.56% -882 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,549 shares; 2026Q2: 4,523 shares 4,523 $3.23M 0.55% -26 Timeline TDIV 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: 54,934 shares; 2024Q4: 53,973 shares; 2025Q1: 50,913 shares; 2025Q2: 48,688 shares; 2025Q3: 47,292 shares; 2025Q4: 45,844 shares; 2026Q1: 44,994 shares; 2026Q2: 27,848 shares 27,848 $3.2M 0.55% -17,146 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 24,173 shares; 2026Q2: 18,902 shares 18,902 $3.13M 0.54% -5,271 Timeline AIRR 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: 23,338 shares 23,338 $3.11M 0.53% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,358 shares; 2025Q3: 18,425 shares; 2025Q4: 40,170 shares; 2026Q1: 37,379 shares; 2026Q2: 38,319 shares 38,319 $3.1M 0.53% +940 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,315 shares 19,315 $3.06M 0.53% new Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,068 shares; 2026Q2: 13,418 shares 13,418 $3.05M 0.52% -650 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,389 shares 46,389 $3.04M 0.52% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,230 shares; 2026Q2: 15,752 shares 15,752 $2.97M 0.51% +11,522 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: 8,502 shares; 2024Q4: 8,421 shares; 2025Q1: 8,085 shares; 2025Q2: 8,929 shares; 2025Q3: 8,807 shares; 2025Q4: 8,619 shares; 2026Q1: 8,531 shares; 2026Q2: 8,340 shares 8,340 $2.94M 0.51% -191 Timeline TAN 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: 49,695 shares; 2026Q2: 49,705 shares 49,705 $2.94M 0.51% +10 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,620 shares; 2024Q4: 13,665 shares; 2025Q1: 13,976 shares; 2025Q2: 13,059 shares; 2025Q3: 12,957 shares; 2025Q4: 12,890 shares; 2026Q1: 11,856 shares; 2026Q2: 11,975 shares 11,975 $2.9M 0.5% +119 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,722 shares; 2025Q1: 3,768 shares; 2025Q2: 10,738 shares; 2025Q3: 10,898 shares; 2025Q4: 10,920 shares; 2026Q1: 11,089 shares; 2026Q2: 10,946 shares 10,946 $2.89M 0.5% -143 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: 24,665 shares; 2024Q4: 24,832 shares; 2025Q1: 23,553 shares; 2025Q2: 23,369 shares; 2025Q3: 23,443 shares; 2025Q4: 23,541 shares; 2026Q1: 24,153 shares; 2026Q2: 24,356 shares 24,356 $2.86M 0.49% +203 Timeline PKB 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: 26,505 shares; 2024Q4: 26,478 shares; 2025Q1: 27,173 shares; 2025Q2: 26,738 shares; 2025Q3: 26,600 shares; 2025Q4: 26,458 shares; 2026Q1: 25,307 shares; 2026Q2: 25,482 shares 25,482 $2.86M 0.49% +175 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: 2,975 shares; 2025Q1: 2,776 shares; 2025Q2: 2,783 shares; 2025Q3: 2,781 shares; 2025Q4: 2,791 shares; 2026Q1: 2,844 shares; 2026Q2: 2,871 shares 2,871 $2.76M 0.47% +27 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: 14,335 shares; 2024Q4: 14,236 shares; 2025Q1: 13,289 shares; 2025Q2: 13,361 shares; 2025Q3: 13,273 shares; 2025Q4: 13,233 shares; 2026Q1: 13,099 shares; 2026Q2: 13,169 shares 13,169 $2.75M 0.47% +70 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,118 shares; 2026Q2: 54,765 shares 54,765 $2.69M 0.46% +2,647 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,301 shares; 2025Q1: 9,676 shares; 2025Q2: 10,587 shares; 2025Q3: 10,713 shares; 2025Q4: 10,641 shares; 2026Q1: 11,271 shares; 2026Q2: 11,306 shares 11,306 $2.69M 0.46% +35 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,102 shares; 2025Q2: 32,832 shares; 2025Q3: 34,720 shares; 2025Q4: 34,870 shares; 2026Q1: 35,702 shares; 2026Q2: 36,051 shares 36,051 $2.68M 0.46% +349 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,252 shares; 2024Q4: 12,117 shares; 2025Q1: 11,448 shares; 2025Q2: 14,922 shares; 2025Q3: 15,058 shares; 2025Q4: 12,560 shares; 2026Q1: 12,199 shares; 2026Q2: 11,881 shares 11,881 $2.66M 0.46% -318 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,346 shares; 2025Q3: 39,579 shares; 2025Q4: 42,653 shares; 2026Q1: 48,987 shares; 2026Q2: 51,291 shares 51,291 $2.63M 0.45% +2,304 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: 24,932 shares; 2024Q4: 24,760 shares; 2025Q1: 23,781 shares; 2025Q2: not reported; 2025Q3: 31,348 shares; 2025Q4: 30,948 shares; 2026Q1: 30,204 shares; 2026Q2: 29,322 shares 29,322 $2.57M 0.44% -882 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,744 shares 9,744 $2.54M 0.44% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,798 shares; 2024Q4: 24,424 shares; 2025Q1: 24,231 shares; 2025Q2: 24,021 shares; 2025Q3: 23,889 shares; 2025Q4: 23,873 shares; 2026Q1: 24,140 shares; 2026Q2: 23,989 shares 23,989 $2.36M 0.41% -151 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,519 shares; 2024Q4: 6,182 shares; 2025Q1: 5,475 shares; 2025Q2: 17,087 shares; 2025Q3: 17,578 shares; 2025Q4: 17,165 shares; 2026Q1: 15,666 shares; 2026Q2: 15,651 shares 15,651 $2.32M 0.4% -15 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 54,953 shares; 2026Q1: 57,017 shares; 2026Q2: 58,013 shares 58,013 $2.13M 0.37% +996 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,188 shares; 2024Q4: 6,166 shares; 2025Q1: 5,714 shares; 2025Q2: 6,353 shares; 2025Q3: 6,310 shares; 2025Q4: 6,382 shares; 2026Q1: 6,251 shares; 2026Q2: 6,149 shares 6,149 $2.11M 0.36% -102 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: 11,320 shares; 2024Q4: 14,420 shares; 2025Q1: 21,346 shares; 2025Q2: 23,165 shares; 2025Q3: 23,494 shares; 2025Q4: 22,915 shares; 2026Q1: 2,970 shares; 2026Q2: 2,770 shares 2,770 $2.07M 0.36% -200 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,653 shares; 2024Q4: 9,435 shares; 2025Q1: 9,154 shares; 2025Q2: 12,862 shares; 2025Q3: 12,875 shares; 2025Q4: 12,924 shares; 2026Q1: 13,301 shares; 2026Q2: 12,888 shares 12,888 $1.95M 0.34% -413 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: 20,077 shares; 2024Q4: 19,910 shares; 2025Q1: 19,253 shares; 2025Q2: 22,738 shares; 2025Q3: 22,594 shares; 2025Q4: 22,268 shares; 2026Q1: 22,043 shares; 2026Q2: 21,403 shares 21,403 $1.94M 0.33% -640 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: 7,034 shares; 2024Q4: 6,962 shares; 2025Q1: 6,706 shares; 2025Q2: 6,808 shares; 2025Q3: 7,036 shares; 2025Q4: 4,327 shares; 2026Q1: 4,244 shares; 2026Q2: 4,197 shares 4,197 $1.93M 0.33% -47 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 754 shares; 2024Q4: 1,421 shares; 2025Q1: 1,288 shares; 2025Q2: 5,577 shares; 2025Q3: 5,504 shares; 2025Q4: 5,371 shares; 2026Q1: 5,563 shares; 2026Q2: 5,436 shares 5,436 $1.85M 0.32% -127 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: 5,944 shares; 2024Q4: 6,129 shares; 2025Q1: 6,156 shares; 2025Q2: 15,022 shares; 2025Q3: 15,992 shares; 2025Q4: 15,549 shares; 2026Q1: 15,629 shares; 2026Q2: 15,581 shares 15,581 $1.83M 0.31% -48 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,801 shares; 2024Q4: 10,806 shares; 2025Q1: 10,623 shares; 2025Q2: 10,216 shares; 2025Q3: 10,510 shares; 2025Q4: 10,782 shares; 2026Q1: 10,252 shares; 2026Q2: 12,736 shares 12,736 $1.81M 0.31% +2,484 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,436 shares; 2024Q4: 22,511 shares; 2025Q1: 23,882 shares; 2025Q2: 24,351 shares; 2025Q3: 33,305 shares; 2025Q4: 26,098 shares; 2026Q1: 33,814 shares; 2026Q2: 35,354 shares 35,354 $1.78M 0.31% +1,540 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: 2,980 shares; 2024Q4: 2,956 shares; 2025Q1: 2,758 shares; 2025Q2: 3,396 shares; 2025Q3: 3,367 shares; 2025Q4: 3,180 shares; 2026Q1: 3,233 shares; 2026Q2: 3,155 shares 3,155 $1.78M 0.31% -78 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,458 shares; 2024Q4: 9,444 shares; 2025Q1: 9,525 shares; 2025Q2: 3,631 shares; 2025Q3: 3,675 shares; 2025Q4: 3,887 shares; 2026Q1: 4,653 shares; 2026Q2: 4,871 shares 4,871 $1.66M 0.29% +218 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 6,135 shares; 2026Q1: 2,383 shares; 2026Q2: 2,373 shares 2,373 $1.63M 0.28% -10 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,472 shares; 2025Q3: 9,362 shares; 2025Q4: 10,232 shares; 2026Q1: 10,232 shares; 2026Q2: 10,172 shares 10,172 $1.61M 0.28% -60 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: 1,888 shares; 2024Q4: 1,824 shares; 2025Q1: 1,824 shares; 2025Q2: 2,182 shares; 2025Q3: 2,183 shares; 2025Q4: 2,164 shares; 2026Q1: 2,173 shares; 2026Q2: 2,168 shares 2,168 $1.6M 0.27% -5 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: 3,193 shares; 2024Q4: 3,319 shares; 2025Q1: 3,323 shares; 2025Q2: 6,079 shares; 2025Q3: 5,980 shares; 2025Q4: 5,926 shares; 2026Q1: 5,876 shares; 2026Q2: 6,236 shares 6,236 $1.58M 0.27% +360 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,911 shares; 2025Q1: 3,911 shares; 2025Q2: 3,900 shares; 2025Q3: 3,888 shares; 2025Q4: 3,883 shares; 2026Q1: 3,733 shares; 2026Q2: 3,635 shares 3,635 $1.58M 0.27% -98 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: 6,911 shares; 2024Q4: 6,361 shares; 2025Q1: 6,486 shares; 2025Q2: 19,136 shares; 2025Q3: 18,977 shares; 2025Q4: 17,910 shares; 2026Q1: 13,798 shares; 2026Q2: 13,789 shares 13,789 $1.56M 0.27% -9 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,595 shares; 2024Q4: 16,242 shares; 2025Q1: 15,270 shares; 2025Q2: 15,889 shares; 2025Q3: 15,764 shares; 2025Q4: 15,186 shares; 2026Q1: 14,972 shares; 2026Q2: 15,011 shares 15,011 $1.56M 0.27% +39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,679 shares; 2025Q3: 9,674 shares; 2025Q4: 9,631 shares; 2026Q1: 8,887 shares; 2026Q2: 8,849 shares 8,849 $1.56M 0.27% -38 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: 5,202 shares; 2024Q4: 5,242 shares; 2025Q1: 4,013 shares; 2025Q2: 4,060 shares; 2025Q3: 4,011 shares; 2025Q4: 3,683 shares; 2026Q1: 3,762 shares; 2026Q2: 3,671 shares 3,671 $1.54M 0.27% -91 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: 2,900 shares; 2024Q4: 2,909 shares; 2025Q1: 2,982 shares; 2025Q2: 3,038 shares; 2025Q3: 3,035 shares; 2025Q4: 3,044 shares; 2026Q1: 3,036 shares; 2026Q2: 3,058 shares 3,058 $1.53M 0.26% +22 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,720 shares; 2025Q3: 19,600 shares; 2025Q4: 19,250 shares; 2026Q1: 19,125 shares; 2026Q2: 18,625 shares 18,625 $1.47M 0.25% -500 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 13,334 shares; 2026Q1: 14,168 shares; 2026Q2: 15,017 shares 15,017 $1.4M 0.24% +849 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: 2,203 shares; 2024Q4: 2,285 shares; 2025Q1: 2,444 shares; 2025Q2: 7,699 shares; 2025Q3: 8,065 shares; 2025Q4: 8,157 shares; 2026Q1: 8,244 shares; 2026Q2: 8,415 shares 8,415 $1.39M 0.24% +171 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: 21,484 shares; 2024Q4: 21,760 shares; 2025Q1: 21,306 shares; 2025Q2: 27,360 shares; 2025Q3: 24,197 shares; 2025Q4: 23,867 shares; 2026Q1: 9,675 shares; 2026Q2: 9,505 shares 9,505 $1.39M 0.24% -170 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 103,797 shares 103,797 $1.38M 0.24% new 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: 8,452 shares; 2024Q4: 8,659 shares; 2025Q1: 8,599 shares; 2025Q2: 9,639 shares; 2025Q3: 9,817 shares; 2025Q4: 9,935 shares; 2026Q1: 10,827 shares; 2026Q2: 5,368 shares 5,368 $1.35M 0.23% -5,459 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,253 shares; 2025Q4: 22,356 shares; 2026Q1: 41,960 shares; 2026Q2: 58,293 shares 58,293 $1.3M 0.22% +16,333 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: 633 shares; 2024Q4: 619 shares; 2025Q1: 581 shares; 2025Q2: 2,606 shares; 2025Q3: 2,551 shares; 2025Q4: 2,611 shares; 2026Q1: 2,551 shares; 2026Q2: 2,508 shares 2,508 $1.3M 0.22% -43 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,253 shares; 2024Q4: 1,161 shares; 2025Q1: 1,110 shares; 2025Q2: 4,816 shares; 2025Q3: 4,745 shares; 2025Q4: 4,713 shares; 2026Q1: 4,671 shares; 2026Q2: 4,535 shares 4,535 $1.26M 0.22% -136 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: 6,101 shares; 2024Q4: 6,026 shares; 2025Q1: 5,964 shares; 2025Q2: 5,833 shares; 2025Q3: 5,608 shares; 2025Q4: 5,360 shares; 2026Q1: 5,300 shares; 2026Q2: 5,328 shares 5,328 $1.26M 0.22% +28 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: 1,316 shares; 2024Q4: 1,317 shares; 2025Q1: 1,319 shares; 2025Q2: 3,796 shares; 2025Q3: 3,811 shares; 2025Q4: 3,738 shares; 2026Q1: 3,734 shares; 2026Q2: 3,713 shares 3,713 $1.26M 0.22% -21 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: not reported; 2024Q4: 141,783 shares; 2025Q1: 145,448 shares; 2025Q2: 148,846 shares; 2025Q3: 106,546 shares; 2025Q4: 142,789 shares; 2026Q1: 176,985 shares; 2026Q2: 51,368 shares 51,368 $1.24M 0.21% -125,617 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: 12,662 shares; 2024Q4: 11,211 shares; 2025Q1: 8,231 shares; 2025Q2: 9,285 shares; 2025Q3: 9,259 shares; 2025Q4: 8,630 shares; 2026Q1: 8,476 shares; 2026Q2: 9,602 shares 9,602 $1.23M 0.21% +1,126 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: 10,228 shares; 2024Q4: 10,501 shares; 2025Q1: 10,688 shares; 2025Q2: 14,494 shares; 2025Q3: 14,265 shares; 2025Q4: 13,938 shares; 2026Q1: 14,683 shares; 2026Q2: 15,842 shares 15,842 $1.23M 0.21% +1,159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,473 shares; 2025Q3: 3,044 shares; 2025Q4: 3,476 shares; 2026Q1: 3,651 shares; 2026Q2: 15,189 shares 15,189 $1.22M 0.21% +11,538 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 12,281 shares; 2025Q4: 4,470 shares; 2026Q1: 10,655 shares; 2026Q2: 10,639 shares 10,639 $1.19M 0.2% -16 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: 22,728 shares; 2026Q1: 29,995 shares; 2026Q2: 54,421 shares 54,421 $1.19M 0.2% +24,426 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,823 shares; 2025Q4: 17,627 shares; 2026Q1: 36,492 shares; 2026Q2: 52,537 shares 52,537 $1.16M 0.2% +16,045 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE 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: 20,473 shares; 2026Q2: 20,525 shares 20,525 $1.1M 0.19% +52 Timeline EMLP 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: 32,526 shares; 2024Q4: 31,972 shares; 2025Q1: 30,531 shares; 2025Q2: 29,402 shares; 2025Q3: 27,326 shares; 2025Q4: 25,688 shares; 2026Q1: 25,039 shares; 2026Q2: 24,918 shares 24,918 $1.08M 0.19% -121 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: 1,134 shares; 2024Q4: 1,161 shares; 2025Q1: 1,162 shares; 2025Q2: 4,192 shares; 2025Q3: 4,157 shares; 2025Q4: 3,876 shares; 2026Q1: 3,604 shares; 2026Q2: 3,636 shares 3,636 $1.08M 0.19% +32 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,445 shares 2,445 $1.05M 0.18% new Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,510 shares; 2025Q3: 20,742 shares; 2025Q4: 19,778 shares; 2026Q1: 19,378 shares; 2026Q2: 19,454 shares 19,454 $1.05M 0.18% +76 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,944 shares; 2025Q3: 8,944 shares; 2025Q4: 8,944 shares; 2026Q1: 8,697 shares; 2026Q2: 8,697 shares 8,697 $1.04M 0.18% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,337 shares; 2024Q4: 5,328 shares; 2025Q1: 5,136 shares; 2025Q2: 4,974 shares; 2025Q3: 5,135 shares; 2025Q4: 4,684 shares; 2026Q1: 5,040 shares; 2026Q2: 6,309 shares 6,309 $1.03M 0.18% +1,269 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,582 shares; 2026Q1: 16,519 shares; 2026Q2: 16,721 shares 16,721 $1.03M 0.18% +202 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,514 shares; 2025Q4: 18,809 shares; 2026Q1: 38,858 shares; 2026Q2: 44,471 shares 44,471 $1.02M 0.17% +5,613 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,387 shares 3,387 $1.01M 0.17% 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: 10,145 shares; 2024Q4: 10,314 shares; 2025Q1: 10,014 shares; 2025Q2: 12,518 shares; 2025Q3: 12,533 shares; 2025Q4: 12,533 shares; 2026Q1: 12,428 shares; 2026Q2: 12,419 shares 12,419 $1.01M 0.17% -9 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: 1,840 shares; 2024Q4: 1,797 shares; 2025Q1: 1,593 shares; 2025Q2: 1,546 shares; 2025Q3: 1,518 shares; 2025Q4: 14,419 shares; 2026Q1: 14,166 shares; 2026Q2: 13,576 shares 13,576 $969K 0.17% -590 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: 9,695 shares; 2024Q4: 9,870 shares; 2025Q1: 9,933 shares; 2025Q2: 10,804 shares; 2025Q3: 11,512 shares; 2025Q4: 11,293 shares; 2026Q1: 2,268 shares; 2026Q2: 2,193 shares 2,193 $934K 0.16% -75 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,142 shares; 2024Q4: 13,269 shares; 2025Q1: 13,201 shares; 2025Q2: 12,956 shares; 2025Q3: 13,444 shares; 2025Q4: 12,405 shares; 2026Q1: 13,251 shares; 2026Q2: 16,545 shares 16,545 $925K 0.16% +3,294 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 53,572 shares; 2026Q2: 20,015 shares 20,015 $924K 0.16% -33,557 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,655 shares; 2025Q2: 2,830 shares; 2025Q3: 2,998 shares; 2025Q4: 1,394 shares; 2026Q1: 3,424 shares; 2026Q2: 3,647 shares 3,647 $869K 0.15% +223 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 912 shares; 2024Q4: 864 shares; 2025Q1: 627 shares; 2025Q2: 2,901 shares; 2025Q3: 2,865 shares; 2025Q4: 2,801 shares; 2026Q1: 2,772 shares; 2026Q2: 2,704 shares 2,704 $851K 0.15% -68 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,499 shares; 2024Q4: 4,499 shares; 2025Q1: not reported; 2025Q2: 11,012 shares; 2025Q3: 11,012 shares; 2025Q4: 10,992 shares; 2026Q1: 10,896 shares; 2026Q2: 11,596 shares 11,596 $851K 0.15% +700 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,149 shares; 2024Q4: 6,378 shares; 2025Q1: 6,520 shares; 2025Q2: 6,258 shares; 2025Q3: 6,513 shares; 2025Q4: 6,028 shares; 2026Q1: 6,401 shares; 2026Q2: 8,184 shares 8,184 $841K 0.14% +1,783 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,285 shares; 2025Q4: 2,229 shares; 2026Q1: 2,229 shares; 2026Q2: 2,229 shares 2,229 $836K 0.14% 0 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: 1,805 shares; 2024Q4: 1,705 shares; 2025Q1: 1,485 shares; 2025Q2: 1,885 shares; 2025Q3: 1,823 shares; 2025Q4: 1,786 shares; 2026Q1: 1,733 shares; 2026Q2: 1,622 shares 1,622 $833K 0.14% -111 Timeline IGSB 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: 17,571 shares; 2025Q3: 16,371 shares; 2025Q4: 15,800 shares; 2026Q1: 15,658 shares; 2026Q2: 15,890 shares 15,890 $833K 0.14% +232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,016 shares; 2025Q4: 17,161 shares; 2026Q1: 25,906 shares; 2026Q2: 37,075 shares 37,075 $803K 0.14% +11,169 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,457 shares; 2026Q1: 20,867 shares; 2026Q2: 38,383 shares 38,383 $800K 0.14% +17,516 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: 16,087 shares; 2024Q4: 16,806 shares; 2025Q1: 17,718 shares; 2025Q2: 17,975 shares; 2025Q3: 18,024 shares; 2025Q4: 18,199 shares; 2026Q1: 12,697 shares; 2026Q2: 12,927 shares 12,927 $792K 0.14% +230 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: 8,181 shares; 2024Q4: 8,096 shares; 2025Q1: 9,280 shares; 2025Q2: 12,176 shares; 2025Q3: 15,760 shares; 2025Q4: 15,815 shares; 2026Q1: 14,627 shares; 2026Q2: 13,861 shares 13,861 $790K 0.14% -766 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,275 shares; 2025Q3: 9,275 shares; 2025Q4: 9,125 shares; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares 9,500 $785K 0.13% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,178 shares; 2024Q4: 4,221 shares; 2025Q1: 3,634 shares; 2025Q2: 4,014 shares; 2025Q3: 3,956 shares; 2025Q4: 3,753 shares; 2026Q1: 3,704 shares; 2026Q2: 3,560 shares 3,560 $771K 0.13% -144 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,781 shares; 2024Q4: 1,789 shares; 2025Q1: 1,567 shares; 2025Q2: 5,344 shares; 2025Q3: 5,323 shares; 2025Q4: 5,126 shares; 2026Q1: 4,992 shares; 2026Q2: 4,022 shares 4,022 $743K 0.13% -970 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: 1,472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,714 shares; 2025Q3: 5,710 shares; 2025Q4: 5,606 shares; 2026Q1: 5,192 shares; 2026Q2: 5,224 shares 5,224 $707K 0.12% +32 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: 3,092 shares; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: 3,286 shares; 2025Q3: 3,286 shares; 2025Q4: 3,586 shares; 2026Q1: 3,561 shares; 2026Q2: 3,556 shares 3,556 $675K 0.12% -5 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027 shares; 2024Q4: 1,015 shares; 2025Q1: 1,353 shares; 2025Q2: 1,776 shares; 2025Q3: 1,372 shares; 2025Q4: 1,416 shares; 2026Q1: 1,404 shares; 2026Q2: 1,346 shares 1,346 $669K 0.11% -58 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,261 shares; 2024Q4: 30,104 shares; 2025Q1: 5,365 shares; 2025Q2: 14,375 shares; 2025Q3: 14,986 shares; 2025Q4: 14,855 shares; 2026Q1: 14,827 shares; 2026Q2: 13,715 shares 13,715 $657K 0.11% -1,112 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: 1,499 shares; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 1,755 shares; 2025Q3: 1,741 shares; 2025Q4: 1,726 shares; 2026Q1: 1,704 shares; 2026Q2: 1,752 shares 1,752 $655K 0.11% +48 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: 6,107 shares; 2025Q3: 6,618 shares; 2025Q4: 6,507 shares; 2026Q1: 6,507 shares; 2026Q2: 6,287 shares 6,287 $653K 0.11% -220 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,433 shares; 2025Q3: 4,481 shares; 2025Q4: 4,460 shares; 2026Q1: 4,501 shares; 2026Q2: 4,429 shares 4,429 $634K 0.11% -72 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: not reported; 2025Q3: not reported; 2025Q4: 8,970 shares; 2026Q1: 12,575 shares; 2026Q2: 24,805 shares 24,805 $625K 0.11% +12,230 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,991 shares; 2024Q4: 3,013 shares; 2025Q1: 2,992 shares; 2025Q2: 2,765 shares; 2025Q3: 2,564 shares; 2025Q4: 2,329 shares; 2026Q1: 2,294 shares; 2026Q2: 2,229 shares 2,229 $606K 0.1% -65 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: 984 shares; 2024Q4: 930 shares; 2025Q1: not reported; 2025Q2: 3,126 shares; 2025Q3: 3,154 shares; 2025Q4: 3,149 shares; 2026Q1: 3,118 shares; 2026Q2: 3,093 shares 3,093 $589K 0.1% -25 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,527 shares; 2024Q4: 9,527 shares; 2025Q1: 9,557 shares; 2025Q2: 9,319 shares; 2025Q3: 9,319 shares; 2025Q4: 9,202 shares; 2026Q1: 9,958 shares; 2026Q2: 9,876 shares 9,876 $582K 0.1% -82 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359 shares; 2024Q4: 344 shares; 2025Q1: 427 shares; 2025Q2: 387 shares; 2025Q3: 375 shares; 2025Q4: 362 shares; 2026Q1: 325 shares; 2026Q2: 276 shares 276 $549K 0.09% -49 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,889 shares 3,889 $543K 0.09% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,363 shares; 2024Q4: 7,304 shares; 2025Q1: 6,281 shares; 2025Q2: 6,309 shares; 2025Q3: 6,208 shares; 2025Q4: 5,850 shares; 2026Q1: 5,784 shares; 2026Q2: 5,525 shares 5,525 $531K 0.09% -259 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: 1,880 shares; 2024Q4: 1,920 shares; 2025Q1: 1,795 shares; 2025Q2: 1,969 shares; 2025Q3: 1,929 shares; 2025Q4: 1,957 shares; 2026Q1: 1,927 shares; 2026Q2: 1,924 shares 1,924 $520K 0.09% -3 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: 534 shares; 2024Q4: 528 shares; 2025Q1: 545 shares; 2025Q2: 521 shares; 2025Q3: 518 shares; 2025Q4: 530 shares; 2026Q1: 512 shares; 2026Q2: 510 shares 510 $516K 0.09% -2 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 8,954 shares; 2026Q1: 8,775 shares; 2026Q2: 8,560 shares 8,560 $515K 0.09% -215 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: 2,298 shares 2,298 $515K 0.09% new 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: 1,127 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 4,986 shares; 2025Q3: 5,393 shares; 2025Q4: 5,530 shares; 2026Q1: 1,717 shares; 2026Q2: 1,815 shares 1,815 $510K 0.09% +98 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: 2,298 shares 2,298 $508K 0.09% new 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: 436 shares; 2025Q3: 480 shares; 2025Q4: 436 shares; 2026Q1: 432 shares; 2026Q2: 426 shares 426 $500K 0.09% -6 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 218 shares 218 $496K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,573 shares; 2025Q3: 1,529 shares; 2025Q4: 1,842 shares; 2026Q1: 1,836 shares; 2026Q2: 1,806 shares 1,806 $486K 0.08% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 642 shares; 2026Q1: 642 shares; 2026Q2: 642 shares 642 $481K 0.08% 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: 10,013 shares; 2024Q4: 8,917 shares; 2025Q1: 8,305 shares; 2025Q2: 11,327 shares; 2025Q3: 10,654 shares; 2025Q4: 9,867 shares; 2026Q1: 4,494 shares; 2026Q2: 3,848 shares 3,848 $479K 0.08% -646 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,090 shares; 2026Q2: 6,109 shares 6,109 $478K 0.08% -981 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,071 shares; 2024Q4: 139,530 shares; 2025Q1: 7,328 shares; 2025Q2: 8,301 shares; 2025Q3: 8,707 shares; 2025Q4: 9,807 shares; 2026Q1: 5,179 shares; 2026Q2: 5,754 shares 5,754 $477K 0.08% +575 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 1,542 shares; 2026Q2: 1,544 shares 1,544 $468K 0.08% +2 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,316 shares; 2024Q4: 7,530 shares; 2025Q1: 7,596 shares; 2025Q2: 7,351 shares; 2025Q3: 7,577 shares; 2025Q4: 6,865 shares; 2026Q1: 7,120 shares; 2026Q2: 8,509 shares 8,509 $465K 0.08% +1,389 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,084 shares; 2024Q4: 5,935 shares; 2025Q1: 5,490 shares; 2025Q2: 5,397 shares; 2025Q3: 5,216 shares; 2025Q4: 5,006 shares; 2026Q1: 4,729 shares; 2026Q2: 4,534 shares 4,534 $463K 0.08% -195 Timeline IEZ 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: 17,162 shares 17,162 $462K 0.08% new 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: 379 shares; 2024Q4: 346 shares; 2025Q1: 340 shares; 2025Q2: 513 shares; 2025Q3: 487 shares; 2025Q4: 455 shares; 2026Q1: 461 shares; 2026Q2: 484 shares 484 $453K 0.08% +23 Timeline REMX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,097 shares 5,097 $451K 0.08% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,007 shares; 2024Q4: 6,105 shares; 2025Q1: 5,484 shares; 2025Q2: 5,562 shares; 2025Q3: 5,499 shares; 2025Q4: 4,824 shares; 2026Q1: 4,871 shares; 2026Q2: 4,684 shares 4,684 $451K 0.08% -187 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 552 shares; 2026Q1: 694 shares; 2026Q2: 904 shares 904 $448K 0.08% +210 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $441K 0.08% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,349 shares; 2024Q4: 12,349 shares; 2025Q1: 12,420 shares; 2025Q2: 12,118 shares; 2025Q3: 12,118 shares; 2025Q4: 13,869 shares; 2026Q1: 17,310 shares; 2026Q2: 16,773 shares 16,773 $435K 0.07% -537 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,170 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,169 shares; 2026Q2: 3,165 shares 3,165 $433K 0.07% -4 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 627 shares; 2025Q1: 354 shares; 2025Q2: 1,917 shares; 2025Q3: 2,227 shares; 2025Q4: 2,262 shares; 2026Q1: 1,689 shares; 2026Q2: 1,650 shares 1,650 $431K 0.07% -39 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,961 shares; 2026Q2: 22,031 shares 22,031 $430K 0.07% +7,070 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 1,616 shares; 2025Q4: 1,613 shares; 2026Q1: 1,636 shares; 2026Q2: 1,264 shares 1,264 $428K 0.07% -372 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,474 shares; 2024Q4: 5,345 shares; 2025Q1: 4,689 shares; 2025Q2: 4,555 shares; 2025Q3: 4,423 shares; 2025Q4: 3,944 shares; 2026Q1: 3,799 shares; 2026Q2: 3,588 shares 3,588 $410K 0.07% -211 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,118 shares; 2025Q3: 5,020 shares; 2025Q4: 5,031 shares; 2026Q1: 5,015 shares; 2026Q2: 5,198 shares 5,198 $407K 0.07% +183 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,269 shares; 2024Q4: 1,266 shares; 2025Q1: 1,276 shares; 2025Q2: 1,464 shares; 2025Q3: 1,481 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,163 shares 1,163 $400K 0.07% +18 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,320 shares; 2025Q3: 8,520 shares; 2025Q4: 8,420 shares; 2026Q1: 8,380 shares; 2026Q2: 8,391 shares 8,391 $390K 0.07% +11 Timeline GRID 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: 1,902 shares; 2024Q4: 1,920 shares; 2025Q1: 1,903 shares; 2025Q2: 1,835 shares; 2025Q3: 1,853 shares; 2025Q4: 1,672 shares; 2026Q1: 1,706 shares; 2026Q2: 2,022 shares 2,022 $388K 0.07% +316 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,066 shares; 2024Q4: not reported; 2025Q1: 1,819 shares; 2025Q2: 2,619 shares; 2025Q3: 2,632 shares; 2025Q4: 2,553 shares; 2026Q1: 2,525 shares; 2026Q2: 2,473 shares 2,473 $388K 0.07% -52 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: 1,204 shares; 2024Q4: 1,113 shares; 2025Q1: 1,050 shares; 2025Q2: 928 shares; 2025Q3: 979 shares; 2025Q4: 938 shares; 2026Q1: 879 shares; 2026Q2: 768 shares 768 $385K 0.07% -111 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,088 shares; 2025Q3: 16,795 shares; 2025Q4: 19,198 shares; 2026Q1: 6,900 shares; 2026Q2: 7,092 shares 7,092 $377K 0.06% +192 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,761 shares; 2026Q2: 3,318 shares 3,318 $375K 0.06% +557 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: 12,649 shares; 2026Q2: 18,419 shares 18,419 $372K 0.06% +5,770 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 2,343 shares; 2025Q4: 2,258 shares; 2026Q1: 2,249 shares; 2026Q2: 2,234 shares 2,234 $365K 0.06% -15 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,177 shares; 2025Q3: 3,300 shares; 2025Q4: 3,155 shares; 2026Q1: 3,128 shares; 2026Q2: 2,942 shares 2,942 $362K 0.06% -186 Timeline PBW 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: 7,070 shares; 2026Q1: 7,658 shares; 2026Q2: 9,130 shares 9,130 $356K 0.06% +1,472 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,947 shares; 2026Q1: 18,551 shares; 2026Q2: 22,466 shares 22,466 $345K 0.06% +3,915 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: 588 shares; 2025Q4: 580 shares; 2026Q1: 569 shares; 2026Q2: 543 shares 543 $344K 0.06% -26 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: 3,349 shares; 2024Q4: 3,322 shares; 2025Q1: 3,103 shares; 2025Q2: 3,319 shares; 2025Q3: 2,939 shares; 2025Q4: 2,838 shares; 2026Q1: 2,202 shares; 2026Q2: 2,195 shares 2,195 $344K 0.06% -7 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,075 shares; 2026Q2: 2,075 shares 2,075 $339K 0.06% 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: 1,949 shares; 2026Q2: 1,784 shares 1,784 $338K 0.06% -165 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,364 shares; 2025Q2: 3,647 shares; 2025Q3: 3,647 shares; 2025Q4: 3,647 shares; 2026Q1: 3,658 shares; 2026Q2: 3,658 shares 3,658 $310K 0.05% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,597 shares; 2025Q1: 1,762 shares; 2025Q2: 1,600 shares; 2025Q3: 1,501 shares; 2025Q4: 1,393 shares; 2026Q1: 1,313 shares; 2026Q2: 1,235 shares 1,235 $304K 0.05% -78 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,384 shares; 2024Q4: 10,664 shares; 2025Q1: 10,671 shares; 2025Q2: 105,767 shares; 2025Q3: 108,749 shares; 2025Q4: 26,988 shares; 2026Q1: 48,873 shares; 2026Q2: 14,663 shares 14,663 $304K 0.05% -34,210 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 401 shares 401 $290K 0.05% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,342 shares; 2024Q4: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,764 shares; 2026Q1: 1,673 shares; 2026Q2: 1,673 shares 1,673 $283K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $282K 0.05% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,455 shares; 2025Q3: 2,381 shares; 2025Q4: 2,345 shares; 2026Q1: 2,726 shares; 2026Q2: 2,354 shares 2,354 $278K 0.05% -372 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 896 shares; 2026Q1: 864 shares; 2026Q2: 864 shares 864 $272K 0.05% 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: 107 shares; 2024Q4: 101 shares; 2025Q1: 99 shares; 2025Q2: 94 shares; 2025Q3: 91 shares; 2025Q4: 87 shares; 2026Q1: 83 shares; 2026Q2: 85 shares 85 $272K 0.05% +2 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 234 shares 234 $270K 0.05% new Timeline IBTM 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: 11,852 shares 11,852 $269K 0.05% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 329 shares; 2025Q1: 427 shares; 2025Q2: 535 shares; 2025Q3: 527 shares; 2025Q4: 494 shares; 2026Q1: 484 shares; 2026Q2: 431 shares 431 $269K 0.05% -53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,874 shares; 2025Q3: 2,862 shares; 2025Q4: 2,795 shares; 2026Q1: 2,808 shares; 2026Q2: 2,801 shares 2,801 $268K 0.05% -7 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 459 shares 459 $267K 0.05% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 3,292 shares; 2026Q1: 3,298 shares; 2026Q2: 3,298 shares 3,298 $265K 0.05% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 501 shares; 2025Q2: 503 shares; 2025Q3: 504 shares; 2025Q4: 507 shares; 2026Q1: 508 shares; 2026Q2: 500 shares 500 $261K 0.04% -8 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,626 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,372 shares; 2025Q4: 1,291 shares; 2026Q1: 1,278 shares; 2026Q2: 1,283 shares 1,283 $249K 0.04% +5 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 2,600 shares; 2026Q2: 2,800 shares 2,800 $248K 0.04% +200 Timeline IBDY 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: 9,533 shares 9,533 $245K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: 540 shares; 2025Q4: not reported; 2026Q1: 431 shares; 2026Q2: 340 shares 340 $245K 0.04% -91 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: 835 shares; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: not reported; 2025Q4: 741 shares; 2026Q1: 737 shares; 2026Q2: 740 shares 740 $245K 0.04% +3 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,147 shares; 2025Q3: 3,447 shares; 2025Q4: 3,447 shares; 2026Q1: 3,394 shares; 2026Q2: 3,394 shares 3,394 $243K 0.04% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,840 shares; 2025Q3: not reported; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares; 2026Q2: 2,840 shares 2,840 $237K 0.04% 0 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: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,330 shares; 2026Q2: 7,300 shares 7,300 $233K 0.04% -30 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 706 shares; 2024Q4: 701 shares; 2025Q1: 683 shares; 2025Q2: 743 shares; 2025Q3: 666 shares; 2025Q4: 674 shares; 2026Q1: 626 shares; 2026Q2: 580 shares 580 $231K 0.04% -46 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 559 shares 559 $222K 0.04% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,694 shares; 2024Q4: 1,670 shares; 2025Q1: 1,509 shares; 2025Q2: 1,507 shares; 2025Q3: 1,495 shares; 2025Q4: 1,439 shares; 2026Q1: 1,426 shares; 2026Q2: 1,388 shares 1,388 $222K 0.04% -38 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: 1,620 shares 1,620 $220K 0.04% new Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,967 shares; 2024Q4: 144,172 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares; 2026Q1: not reported; 2026Q2: 3,850 shares 3,850 $218K 0.04% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 396 shares 396 $213K 0.04% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY 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 $212K 0.04% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,019 shares; 2025Q3: 7,222 shares; 2025Q4: 4,576 shares; 2026Q1: 4,770 shares; 2026Q2: 4,301 shares 4,301 $211K 0.04% -469 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,315 shares; 2025Q4: 1,315 shares; 2026Q1: not reported; 2026Q2: 1,290 shares 1,290 $209K 0.04% new 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: 1,291 shares; 2024Q4: 1,284 shares; 2025Q1: 1,297 shares; 2025Q2: 1,296 shares; 2025Q3: 1,310 shares; 2025Q4: 1,299 shares; 2026Q1: 1,078 shares; 2026Q2: 939 shares 939 $207K 0.04% -139 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 646 shares; 2026Q2: 646 shares 646 $202K 0.03% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,206 shares; 2024Q4: 22,365 shares; 2025Q1: 18,887 shares; 2025Q2: 12,845 shares; 2025Q3: 12,845 shares; 2025Q4: 12,845 shares; 2026Q1: 13,041 shares; 2026Q2: 13,041 shares 13,041 $76K 0.01% 0 Timeline