BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,824 shares; 2024Q4: 377,586 shares; 2025Q1: 296,454 shares; 2025Q2: 434,542 shares; 2025Q3: 458,652 shares; 2025Q4: 466,086 shares; 2026Q1: 280,435 shares; 2026Q2: 275,668 shares 275,668 $21.5M 6% -4,767 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,941 shares; 2024Q4: 24,478 shares; 2025Q1: 20,868 shares; 2025Q2: 697,461 shares; 2025Q3: 592,143 shares; 2025Q4: 581,891 shares; 2026Q1: 352,966 shares; 2026Q2: 345,296 shares 345,296 $17.3M 4.85% -7,670 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,500 shares; 2024Q4: 284,712 shares; 2025Q1: 306,982 shares; 2025Q2: 445,701 shares; 2025Q3: 373,742 shares; 2025Q4: 379,021 shares; 2026Q1: 228,154 shares; 2026Q2: 224,132 shares 224,132 $17.2M 4.8% -4,022 Timeline USHY 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: 461,319 shares 461,319 $17.1M 4.77% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325,004 shares; 2025Q4: 328,816 shares; 2026Q1: 198,852 shares; 2026Q2: 194,585 shares 194,585 $13.1M 3.66% -4,267 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: 86,559 shares; 2024Q4: 81,462 shares; 2025Q1: 69,745 shares; 2025Q2: 63,024 shares; 2025Q3: 48,491 shares; 2025Q4: 47,332 shares; 2026Q1: 27,545 shares; 2026Q2: 34,297 shares 34,297 $13M 3.62% +6,752 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: 82,647 shares; 2024Q4: 83,601 shares; 2025Q1: 82,479 shares; 2025Q2: 82,542 shares; 2025Q3: 85,399 shares; 2025Q4: 81,873 shares; 2026Q1: 39,695 shares; 2026Q2: 37,764 shares 37,764 $10.9M 3.05% -1,931 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: 59,039 shares; 2024Q4: 59,307 shares; 2025Q1: 60,166 shares; 2025Q2: 59,744 shares; 2025Q3: 55,646 shares; 2025Q4: 54,626 shares; 2026Q1: 30,602 shares; 2026Q2: 29,508 shares 29,508 $9.66M 2.7% -1,094 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: 19,414 shares; 2024Q4: 24,393 shares; 2025Q1: 30,597 shares; 2025Q2: 45,537 shares; 2025Q3: 48,089 shares; 2025Q4: 44,892 shares; 2026Q1: 26,440 shares; 2026Q2: 25,542 shares 25,542 $9.25M 2.58% -898 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,701 shares; 2024Q4: 40,298 shares; 2025Q1: 46,587 shares; 2025Q2: 53,403 shares; 2025Q3: 70,821 shares; 2025Q4: 69,270 shares; 2026Q1: 41,995 shares; 2026Q2: 40,276 shares 40,276 $9.01M 2.52% -1,719 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: 7,755 shares 7,755 $8.95M 2.5% new 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: 113,273 shares; 2024Q4: 99,906 shares; 2025Q1: 97,864 shares; 2025Q2: 97,192 shares; 2025Q3: 82,675 shares; 2025Q4: 80,585 shares; 2026Q1: 44,070 shares; 2026Q2: 42,431 shares 42,431 $8.87M 2.48% -1,639 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: 2,013 shares; 2024Q4: 18,202 shares; 2025Q1: 22,712 shares; 2025Q2: 26,939 shares; 2025Q3: 27,162 shares; 2025Q4: 30,496 shares; 2026Q1: 17,490 shares; 2026Q2: 16,749 shares 16,749 $8.69M 2.43% -741 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: 153,604 shares; 2024Q4: 157,219 shares; 2025Q1: 148,576 shares; 2025Q2: 154,110 shares; 2025Q3: 140,507 shares; 2025Q4: 136,651 shares; 2026Q1: 62,717 shares; 2026Q2: 60,065 shares 60,065 $8.69M 2.43% -2,652 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: 32,563 shares; 2024Q4: 33,305 shares; 2025Q1: 35,412 shares; 2025Q2: 36,852 shares; 2025Q3: 35,724 shares; 2025Q4: 34,909 shares; 2026Q1: 35,347 shares; 2026Q2: 42,534 shares 42,534 $8.51M 2.38% +7,187 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,170 shares; 2025Q1: 19,765 shares; 2025Q2: 15,923 shares; 2025Q3: 17,655 shares; 2025Q4: 15,313 shares; 2026Q1: 10,614 shares; 2026Q2: 9,981 shares 9,981 $7.62M 2.13% -633 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: not reported; 2024Q4: 36,606 shares; 2025Q1: 41,660 shares; 2025Q2: 46,929 shares; 2025Q3: 53,728 shares; 2025Q4: 58,070 shares; 2026Q1: 35,158 shares; 2026Q2: 33,955 shares 33,955 $7.57M 2.11% -1,203 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,186 shares; 2025Q3: 93,766 shares; 2025Q4: 100,585 shares; 2026Q1: 61,347 shares; 2026Q2: 59,290 shares 59,290 $7.5M 2.1% -2,057 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,209 shares; 2024Q4: 29,025 shares; 2025Q1: 29,447 shares; 2025Q2: 28,846 shares; 2025Q3: 27,257 shares; 2025Q4: 26,685 shares; 2026Q1: 15,236 shares; 2026Q2: 14,719 shares 14,719 $7.5M 2.1% -517 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 48,203 shares; 2026Q2: 72,446 shares 72,446 $7.19M 2.01% +24,243 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,158 shares; 2025Q4: 109,181 shares; 2026Q1: 65,490 shares; 2026Q2: 61,118 shares 61,118 $7.18M 2.01% -4,372 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: 174,796 shares; 2024Q4: 168,261 shares; 2025Q1: 170,054 shares; 2025Q2: 167,764 shares; 2025Q3: 166,261 shares; 2025Q4: 159,985 shares; 2026Q1: 64,753 shares; 2026Q2: 62,610 shares 62,610 $7.09M 1.98% -2,143 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: 71,096 shares; 2024Q4: 72,714 shares; 2025Q1: 86,738 shares; 2025Q2: 96,939 shares; 2025Q3: 84,740 shares; 2025Q4: 83,886 shares; 2026Q1: 50,665 shares; 2026Q2: 48,917 shares 48,917 $7M 1.96% -1,748 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: not reported; 2024Q4: not reported; 2025Q1: 66,894 shares; 2025Q2: 86,702 shares; 2025Q3: 79,543 shares; 2025Q4: 77,920 shares; 2026Q1: 47,307 shares; 2026Q2: 45,611 shares 45,611 $6.91M 1.93% -1,696 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: 3,227 shares; 2024Q4: 3,700 shares; 2025Q1: 3,453 shares; 2025Q2: not reported; 2025Q3: 14,819 shares; 2025Q4: 14,573 shares; 2026Q1: 8,903 shares; 2026Q2: 13,632 shares 13,632 $6.83M 1.91% +4,729 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: 43,287 shares; 2024Q4: 45,227 shares; 2025Q1: 37,687 shares; 2025Q2: 37,512 shares; 2025Q3: 49,006 shares; 2025Q4: 40,039 shares; 2026Q1: 24,764 shares; 2026Q2: 24,141 shares 24,141 $6.79M 1.9% -623 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: 33,643 shares; 2024Q4: 35,835 shares; 2025Q1: 38,000 shares; 2025Q2: 35,834 shares; 2025Q3: 34,995 shares; 2025Q4: 34,701 shares; 2026Q1: 18,612 shares; 2026Q2: 18,050 shares 18,050 $6.73M 1.88% -562 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133,340 shares; 2025Q3: 136,461 shares; 2025Q4: 108,572 shares; 2026Q1: 65,036 shares; 2026Q2: 62,211 shares 62,211 $6.36M 1.78% -2,825 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: 14,785 shares; 2024Q4: 14,521 shares; 2025Q1: 18,582 shares; 2025Q2: 20,379 shares; 2025Q3: 20,170 shares; 2025Q4: 36,752 shares; 2026Q1: 26,634 shares; 2026Q2: 25,506 shares 25,506 $6.08M 1.7% -1,128 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: 3,145 shares; 2024Q4: 3,397 shares; 2025Q1: 3,961 shares; 2025Q2: 4,286 shares; 2025Q3: 4,236 shares; 2025Q4: 10,680 shares; 2026Q1: 5,672 shares; 2026Q2: 10,051 shares 10,051 $5.66M 1.58% +4,379 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: 54,676 shares; 2024Q4: 56,285 shares; 2025Q1: 60,477 shares; 2025Q2: 79,913 shares; 2025Q3: 79,414 shares; 2025Q4: 78,747 shares; 2026Q1: 48,865 shares; 2026Q2: 34,074 shares 34,074 $5.65M 1.58% -14,791 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: not reported; 2024Q4: 108,384 shares; 2025Q1: 102,612 shares; 2025Q2: 102,974 shares; 2025Q3: 104,072 shares; 2025Q4: 119,251 shares; 2026Q1: 72,102 shares; 2026Q2: 69,491 shares 69,491 $5.65M 1.58% -2,611 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,215 shares 17,215 $5.13M 1.43% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,238 shares; 2025Q4: 31,615 shares; 2026Q1: 19,232 shares; 2026Q2: 18,664 shares 18,664 $5.05M 1.41% -568 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: 13,809 shares; 2024Q4: 16,325 shares; 2025Q1: 16,433 shares; 2025Q2: 11,348 shares; 2025Q3: 11,436 shares; 2025Q4: 11,139 shares; 2026Q1: 6,752 shares; 2026Q2: 6,555 shares 6,555 $4.95M 1.38% -197 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: 38,290 shares; 2024Q4: 40,029 shares; 2025Q1: 41,210 shares; 2025Q2: 50,384 shares; 2025Q3: 1,318 shares; 2025Q4: not reported; 2026Q1: 32,405 shares; 2026Q2: 31,416 shares 31,416 $4.61M 1.29% -989 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: 9,588 shares; 2024Q4: 10,807 shares; 2025Q1: 11,822 shares; 2025Q2: 12,761 shares; 2025Q3: 11,780 shares; 2025Q4: 11,983 shares; 2026Q1: 7,774 shares; 2026Q2: 46,015 shares 46,015 $3.96M 1.11% +38,241 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,321 shares; 2024Q4: 206,318 shares; 2025Q1: 161,112 shares; 2025Q2: 160,692 shares; 2025Q3: 135,367 shares; 2025Q4: 131,538 shares; 2026Q1: 68,654 shares; 2026Q2: 66,821 shares 66,821 $3.49M 0.97% -1,833 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,371 shares; 2024Q4: 33,293 shares; 2025Q1: 26,863 shares; 2025Q2: 34,408 shares; 2025Q3: 33,455 shares; 2025Q4: 33,934 shares; 2026Q1: 17,660 shares; 2026Q2: 13,850 shares 13,850 $3.02M 0.84% -3,810 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: 12,214 shares 12,214 $2.73M 0.76% 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: 11,876 shares 11,876 $2.63M 0.73% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,499 shares; 2024Q4: 66,140 shares; 2025Q1: 59,327 shares; 2025Q2: 63,426 shares; 2025Q3: 61,836 shares; 2025Q4: 62,928 shares; 2026Q1: 41,375 shares; 2026Q2: 34,356 shares 34,356 $2.45M 0.68% -7,019 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,409 shares; 2024Q4: 15,380 shares; 2025Q1: 17,774 shares; 2025Q2: 18,131 shares; 2025Q3: 18,178 shares; 2025Q4: 19,302 shares; 2026Q1: 13,850 shares; 2026Q2: 13,996 shares 13,996 $2.2M 0.61% +146 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,250 shares; 2024Q4: 21,972 shares; 2025Q1: 22,114 shares; 2025Q2: 22,499 shares; 2025Q3: 22,848 shares; 2025Q4: 22,405 shares; 2026Q1: 14,373 shares; 2026Q2: 15,817 shares 15,817 $1.54M 0.43% +1,444 Timeline GDXJ 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: 14,351 shares 14,351 $1.41M 0.39% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,133 shares; 2024Q4: 15,225 shares; 2025Q1: 16,737 shares; 2025Q2: 15,649 shares; 2025Q3: 16,445 shares; 2025Q4: 16,995 shares; 2026Q1: 11,776 shares; 2026Q2: 18,887 shares 18,887 $1.31M 0.37% +7,111 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: 4,620 shares; 2024Q4: 9,154 shares; 2025Q1: 9,662 shares; 2025Q2: 9,789 shares; 2025Q3: 9,658 shares; 2025Q4: 10,605 shares; 2026Q1: 3,419 shares; 2026Q2: 3,136 shares 3,136 $1.07M 0.3% -283 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: 2,424 shares; 2024Q4: 2,330 shares; 2025Q1: 2,343 shares; 2025Q2: 3,117 shares; 2025Q3: 2,572 shares; 2025Q4: 2,540 shares; 2026Q1: 1,645 shares; 2026Q2: 1,557 shares 1,557 $1.02M 0.29% -88 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: 2,763 shares; 2024Q4: 2,803 shares; 2025Q1: 2,224 shares; 2025Q2: 3,037 shares; 2025Q3: 2,483 shares; 2025Q4: 1,599 shares; 2026Q1: 1,291 shares; 2026Q2: 1,456 shares 1,456 $1M 0.28% +165 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: 49,396 shares; 2024Q4: 50,093 shares; 2025Q1: 47,608 shares; 2025Q2: 47,164 shares; 2025Q3: 46,077 shares; 2025Q4: 40,984 shares; 2026Q1: 3,037 shares; 2026Q2: 2,793 shares 2,793 $945K 0.26% -244 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: 5,752 shares; 2024Q4: 2,635 shares; 2025Q1: 2,628 shares; 2025Q2: 2,614 shares; 2025Q3: 2,615 shares; 2025Q4: 2,613 shares; 2026Q1: 1,576 shares; 2026Q2: 1,603 shares 1,603 $931K 0.26% +27 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: 14,683 shares; 2024Q4: 14,296 shares; 2025Q1: 14,308 shares; 2025Q2: 12,441 shares; 2025Q3: 11,782 shares; 2025Q4: 10,558 shares; 2026Q1: 3,011 shares; 2026Q2: 2,600 shares 2,600 $929K 0.26% -411 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: 36,915 shares; 2024Q4: 42,844 shares; 2025Q1: 37,050 shares; 2025Q2: 65,183 shares; 2025Q3: 59,333 shares; 2025Q4: 32,010 shares; 2026Q1: 13,340 shares; 2026Q2: 11,878 shares 11,878 $916K 0.26% -1,462 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,229 shares; 2026Q1: 4,331 shares; 2026Q2: 4,276 shares 4,276 $910K 0.25% -55 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: 10,949 shares; 2024Q4: 10,127 shares; 2025Q1: 9,296 shares; 2025Q2: 7,165 shares; 2025Q3: 6,400 shares; 2025Q4: 5,987 shares; 2026Q1: 1,762 shares; 2026Q2: 1,615 shares 1,615 $771K 0.22% -147 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: 7,910 shares; 2024Q4: 6,357 shares; 2025Q1: 3,420 shares; 2025Q2: not reported; 2025Q3: 6,881 shares; 2025Q4: 3,592 shares; 2026Q1: 2,346 shares; 2026Q2: 4,943 shares 4,943 $733K 0.2% +2,597 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,530 shares; 2024Q4: 23,982 shares; 2025Q1: 26,021 shares; 2025Q2: 25,390 shares; 2025Q3: 27,152 shares; 2025Q4: 29,794 shares; 2026Q1: 10,409 shares; 2026Q2: 9,602 shares 9,602 $693K 0.19% -807 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,080 shares; 2025Q3: 3,897 shares; 2025Q4: 4,009 shares; 2026Q1: 3,503 shares; 2026Q2: 3,443 shares 3,443 $638K 0.18% -60 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: not reported; 2024Q4: not reported; 2025Q1: 15,132 shares; 2025Q2: 19,296 shares; 2025Q3: 18,552 shares; 2025Q4: 19,987 shares; 2026Q1: 13,468 shares; 2026Q2: 11,771 shares 11,771 $631K 0.18% -1,697 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: 5,395 shares; 2026Q1: 3,574 shares; 2026Q2: 3,482 shares 3,482 $551K 0.15% -92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,655 shares 2,655 $506K 0.14% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,140 shares; 2025Q3: 13,454 shares; 2025Q4: 13,691 shares; 2026Q1: 9,238 shares; 2026Q2: 9,059 shares 9,059 $469K 0.13% -179 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION 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: 2,486 shares; 2025Q4: 2,123 shares; 2026Q1: not reported; 2026Q2: 1,856 shares 1,856 $461K 0.13% new 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: 1,206 shares; 2024Q4: 1,401 shares; 2025Q1: 1,667 shares; 2025Q2: 1,670 shares; 2025Q3: 1,366 shares; 2025Q4: 1,341 shares; 2026Q1: 262 shares; 2026Q2: 1,512 shares 1,512 $456K 0.13% +1,250 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,360 shares; 2024Q4: 6,142 shares; 2025Q1: 6,030 shares; 2025Q2: 6,050 shares; 2025Q3: 5,334 shares; 2025Q4: 5,468 shares; 2026Q1: 3,698 shares; 2026Q2: 3,653 shares 3,653 $391K 0.11% -45 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: 1,536 shares; 2024Q4: 1,540 shares; 2025Q1: 1,595 shares; 2025Q2: 1,685 shares; 2025Q3: 1,777 shares; 2025Q4: 1,813 shares; 2026Q1: 888 shares; 2026Q2: 902 shares 902 $379K 0.11% +14 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: 361 shares; 2026Q2: 317 shares 317 $372K 0.1% -44 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,971 shares; 2025Q2: 2,001 shares; 2025Q3: 1,819 shares; 2025Q4: 1,775 shares; 2026Q1: 367 shares; 2026Q2: 311 shares 311 $315K 0.09% -56 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,698 shares 1,698 $290K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,109 shares; 2025Q3: 8,808 shares; 2025Q4: 9,187 shares; 2026Q1: 3,137 shares; 2026Q2: 1,183 shares 1,183 $256K 0.07% -1,954 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,155 shares; 2024Q4: 15,063 shares; 2025Q1: 14,669 shares; 2025Q2: 14,586 shares; 2025Q3: 14,371 shares; 2025Q4: 14,653 shares; 2026Q1: 3,065 shares; 2026Q2: 2,647 shares 2,647 $244K 0.07% -418 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: not reported; 2024Q4: 855 shares; 2025Q1: 916 shares; 2025Q2: 1,178 shares; 2025Q3: 1,158 shares; 2025Q4: 925 shares; 2026Q1: not reported; 2026Q2: 182 shares 182 $218K 0.06% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,684 shares; 2024Q4: 4,777 shares; 2025Q1: 4,103 shares; 2025Q2: 3,977 shares; 2025Q3: 4,305 shares; 2025Q4: 4,378 shares; 2026Q1: 1,113 shares; 2026Q2: 962 shares 962 $212K 0.06% -151 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,000 shares 100,000 $76.1K 0.02% new Timeline