IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,919 shares; 2024Q4: 251,008 shares; 2025Q1: 247,737 shares; 2025Q2: 231,279 shares; 2025Q3: 228,960 shares; 2025Q4: 230,323 shares; 2026Q1: 228,909 shares; 2026Q2: 227,212 shares 227,212 $33.7M 6.28% -1,697 Timeline VV 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: 46,382 shares; 2024Q4: 46,339 shares; 2025Q1: 45,933 shares; 2025Q2: 46,663 shares; 2025Q3: 46,650 shares; 2025Q4: 47,546 shares; 2026Q1: 47,198 shares; 2026Q2: 49,037 shares 49,037 $16.9M 3.15% +1,839 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,815 shares; 2024Q4: 49,492 shares; 2025Q1: 48,433 shares; 2025Q2: 45,243 shares; 2025Q3: 46,236 shares; 2025Q4: 47,205 shares; 2026Q1: 45,460 shares; 2026Q2: 44,922 shares 44,922 $16.6M 3.1% -538 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: 112,259 shares; 2024Q4: 110,506 shares; 2025Q1: 110,780 shares; 2025Q2: 103,308 shares; 2025Q3: 101,483 shares; 2025Q4: 102,006 shares; 2026Q1: 102,373 shares; 2026Q2: 102,583 shares 102,583 $16.2M 3.02% +210 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: 51,325 shares; 2024Q4: 50,372 shares; 2025Q1: 50,344 shares; 2025Q2: 42,309 shares; 2025Q3: 41,888 shares; 2025Q4: 44,722 shares; 2026Q1: 42,559 shares; 2026Q2: 42,470 shares 42,470 $15.8M 2.95% -89 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: 47,634 shares; 2024Q4: 48,709 shares; 2025Q1: 49,912 shares; 2025Q2: 39,456 shares; 2025Q3: 40,216 shares; 2025Q4: 42,609 shares; 2026Q1: 41,208 shares; 2026Q2: 40,025 shares 40,025 $14.3M 2.67% -1,183 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: 132,865 shares; 2024Q4: 129,118 shares; 2025Q1: 127,138 shares; 2025Q2: 149,033 shares; 2025Q3: 157,513 shares; 2025Q4: 169,741 shares; 2026Q1: 178,899 shares; 2026Q2: 181,699 shares 181,699 $12.9M 2.41% +2,800 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,097 shares; 2024Q4: 208,352 shares; 2025Q1: 222,131 shares; 2025Q2: 217,708 shares; 2025Q3: 217,245 shares; 2025Q4: 219,745 shares; 2026Q1: 210,500 shares; 2026Q2: 217,994 shares 217,994 $11M 2.05% +7,494 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: 37,805 shares; 2024Q4: 38,214 shares; 2025Q1: 35,726 shares; 2025Q2: 27,211 shares; 2025Q3: 22,619 shares; 2025Q4: 28,307 shares; 2026Q1: 26,020 shares; 2026Q2: 36,593 shares 36,593 $10.6M 1.97% +10,573 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,040 shares; 2024Q4: 123,445 shares; 2025Q1: 128,362 shares; 2025Q2: 129,008 shares; 2025Q3: 131,062 shares; 2025Q4: 135,029 shares; 2026Q1: 130,893 shares; 2026Q2: 128,262 shares 128,262 $9.99M 1.86% -2,631 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: 29,049 shares; 2024Q4: 31,285 shares; 2025Q1: 31,907 shares; 2025Q2: 29,284 shares; 2025Q3: 28,415 shares; 2025Q4: 28,410 shares; 2026Q1: 28,787 shares; 2026Q2: 115,878 shares 115,878 $9.34M 1.74% +87,091 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: 82,620 shares; 2024Q4: 85,400 shares; 2025Q1: 86,949 shares; 2025Q2: 81,402 shares; 2025Q3: 86,055 shares; 2025Q4: 95,115 shares; 2026Q1: 98,871 shares; 2026Q2: 107,629 shares 107,629 $8.9M 1.66% +8,758 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: 35,857 shares; 2024Q4: 34,416 shares; 2025Q1: 32,534 shares; 2025Q2: 29,079 shares; 2025Q3: 28,141 shares; 2025Q4: 27,214 shares; 2026Q1: 26,181 shares; 2026Q2: 26,077 shares 26,077 $8.82M 1.65% -104 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: 36,032 shares; 2024Q4: 34,691 shares; 2025Q1: 34,016 shares; 2025Q2: 30,769 shares; 2025Q3: 29,859 shares; 2025Q4: 29,277 shares; 2026Q1: 28,927 shares; 2026Q2: 28,193 shares 28,193 $8.4M 1.57% -734 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: 33,260 shares; 2024Q4: 33,364 shares; 2025Q1: 32,067 shares; 2025Q2: 32,622 shares; 2025Q3: 33,645 shares; 2025Q4: 33,720 shares; 2026Q1: 34,439 shares; 2026Q2: 34,989 shares 34,989 $8.28M 1.54% +550 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: 10,442 shares; 2024Q4: 12,369 shares; 2025Q1: 12,981 shares; 2025Q2: 14,321 shares; 2025Q3: 17,028 shares; 2025Q4: 19,769 shares; 2026Q1: 21,404 shares; 2026Q2: 22,283 shares 22,283 $8.21M 1.53% +879 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: 89,371 shares; 2024Q4: 86,252 shares; 2025Q1: 85,008 shares; 2025Q2: 74,429 shares; 2025Q3: 73,704 shares; 2025Q4: 73,173 shares; 2026Q1: 71,657 shares; 2026Q2: 69,417 shares 69,417 $8.15M 1.52% -2,240 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: 43,367 shares; 2024Q4: 49,595 shares; 2025Q1: 52,244 shares; 2025Q2: 52,287 shares; 2025Q3: 53,277 shares; 2025Q4: 56,282 shares; 2026Q1: 54,930 shares; 2026Q2: 54,789 shares 54,789 $7.8M 1.46% -141 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: 60,147 shares; 2024Q4: 59,172 shares; 2025Q1: 57,740 shares; 2025Q2: 54,481 shares; 2025Q3: 53,462 shares; 2025Q4: 52,991 shares; 2026Q1: 51,602 shares; 2026Q2: 51,917 shares 51,917 $7.43M 1.39% +315 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: 114,347 shares; 2024Q4: 107,656 shares; 2025Q1: 98,371 shares; 2025Q2: 76,385 shares; 2025Q3: 72,330 shares; 2025Q4: 70,094 shares; 2026Q1: 67,850 shares; 2026Q2: 62,000 shares 62,000 $7.02M 1.31% -5,850 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: 7,755 shares; 2024Q4: 8,405 shares; 2025Q1: 10,813 shares; 2025Q2: 11,653 shares; 2025Q3: 25,823 shares; 2025Q4: 31,055 shares; 2026Q1: 67,268 shares; 2026Q2: 70,583 shares 70,583 $6.82M 1.27% +3,315 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: 24,988 shares; 2024Q4: 25,692 shares; 2025Q1: 25,663 shares; 2025Q2: 22,358 shares; 2025Q3: 21,898 shares; 2025Q4: 22,088 shares; 2026Q1: 22,121 shares; 2026Q2: 21,517 shares 21,517 $6.52M 1.22% -604 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: 26,464 shares; 2024Q4: 26,217 shares; 2025Q1: 25,722 shares; 2025Q2: 19,829 shares; 2025Q3: 18,851 shares; 2025Q4: 19,159 shares; 2026Q1: 18,972 shares; 2026Q2: 19,554 shares 19,554 $6.4M 1.19% +582 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: 21,667 shares; 2024Q4: 21,067 shares; 2025Q1: 20,598 shares; 2025Q2: 17,773 shares; 2025Q3: 17,515 shares; 2025Q4: 17,344 shares; 2026Q1: 16,970 shares; 2026Q2: 16,932 shares 16,932 $6.35M 1.18% -38 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,040 shares; 2024Q4: 103,413 shares; 2025Q1: 101,513 shares; 2025Q2: 98,997 shares; 2025Q3: 97,587 shares; 2025Q4: 100,902 shares; 2026Q1: 102,997 shares; 2026Q2: 103,168 shares 103,168 $6.16M 1.15% +171 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: 16,403 shares; 2024Q4: 16,150 shares; 2025Q1: 15,885 shares; 2025Q2: 13,546 shares; 2025Q3: 13,097 shares; 2025Q4: 13,018 shares; 2026Q1: 12,622 shares; 2026Q2: 11,709 shares 11,709 $6.08M 1.13% -913 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: 14,241 shares; 2024Q4: 18,058 shares; 2025Q1: 18,450 shares; 2025Q2: 17,196 shares; 2025Q3: 18,828 shares; 2025Q4: 24,645 shares; 2026Q1: 23,017 shares; 2026Q2: 25,297 shares 25,297 $6.03M 1.12% +2,280 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: 35,787 shares; 2024Q4: 34,893 shares; 2025Q1: 35,056 shares; 2025Q2: 32,285 shares; 2025Q3: 32,086 shares; 2025Q4: 31,720 shares; 2026Q1: 31,360 shares; 2026Q2: 31,121 shares 31,121 $5.93M 1.11% -239 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 28,286 shares; 2025Q4: 85,916 shares; 2026Q1: 100,576 shares; 2026Q2: 126,321 shares 126,321 $5.68M 1.06% +25,745 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: 103,904 shares; 2024Q4: 103,660 shares; 2025Q1: 104,032 shares; 2025Q2: 35,209 shares; 2025Q3: 34,064 shares; 2025Q4: 36,451 shares; 2026Q1: 36,403 shares; 2026Q2: 36,390 shares 36,390 $5.34M 1% -13 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: 37,600 shares; 2024Q4: 34,395 shares; 2025Q1: 31,427 shares; 2025Q2: 28,747 shares; 2025Q3: 27,994 shares; 2025Q4: 26,553 shares; 2026Q1: 26,383 shares; 2026Q2: 26,497 shares 26,497 $5.3M 0.99% +114 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,965 shares; 2024Q4: 3,585 shares; 2025Q1: 4,720 shares; 2025Q2: 5,220 shares; 2025Q3: 5,895 shares; 2025Q4: 8,200 shares; 2026Q1: 21,665 shares; 2026Q2: 60,667 shares 60,667 $5.08M 0.95% +39,002 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: 49,871 shares; 2024Q4: 48,262 shares; 2025Q1: 47,500 shares; 2025Q2: 39,950 shares; 2025Q3: 36,336 shares; 2025Q4: 34,459 shares; 2026Q1: 33,748 shares; 2026Q2: 31,910 shares 31,910 $4.68M 0.87% -1,838 Timeline BIL 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: 16,280 shares; 2024Q4: 26,670 shares; 2025Q1: 29,786 shares; 2025Q2: 34,262 shares; 2025Q3: 39,371 shares; 2025Q4: 40,981 shares; 2026Q1: 41,916 shares; 2026Q2: 50,111 shares 50,111 $4.59M 0.86% +8,195 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: 45,872 shares; 2024Q4: 44,317 shares; 2025Q1: 43,172 shares; 2025Q2: 35,985 shares; 2025Q3: 35,136 shares; 2025Q4: 35,336 shares; 2026Q1: 34,681 shares; 2026Q2: 33,876 shares 33,876 $4.59M 0.86% -805 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: 61,000 shares; 2024Q4: 59,755 shares; 2025Q1: 59,056 shares; 2025Q2: 56,552 shares; 2025Q3: 56,447 shares; 2025Q4: 56,447 shares; 2026Q1: 55,957 shares; 2026Q2: 59,066 shares 59,066 $4.55M 0.85% +3,109 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: 31,731 shares; 2024Q4: 33,008 shares; 2025Q1: 33,102 shares; 2025Q2: 27,836 shares; 2025Q3: 27,046 shares; 2025Q4: 26,501 shares; 2026Q1: 26,859 shares; 2026Q2: 26,317 shares 26,317 $4.36M 0.81% -542 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: 119,747 shares; 2024Q4: 116,227 shares; 2025Q1: 113,976 shares; 2025Q2: 116,989 shares; 2025Q3: 113,064 shares; 2025Q4: 105,748 shares; 2026Q1: 93,068 shares; 2026Q2: 88,590 shares 88,590 $4.25M 0.79% -4,478 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,345 shares; 2024Q4: 29,640 shares; 2025Q1: 38,116 shares; 2025Q2: 38,206 shares; 2025Q3: 40,808 shares; 2025Q4: 43,769 shares; 2026Q1: 43,883 shares; 2026Q2: 41,992 shares 41,992 $4.23M 0.79% -1,891 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: 7,012 shares; 2024Q4: 6,599 shares; 2025Q1: 6,532 shares; 2025Q2: 4,342 shares; 2025Q3: 4,557 shares; 2025Q4: 4,963 shares; 2026Q1: 6,108 shares; 2026Q2: 6,103 shares 6,103 $4.19M 0.78% -5 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,362 shares; 2024Q4: 113,626 shares; 2025Q1: 111,830 shares; 2025Q2: 111,216 shares; 2025Q3: 100,891 shares; 2025Q4: 100,556 shares; 2026Q1: 106,276 shares; 2026Q2: 128,178 shares 128,178 $4.06M 0.76% +21,902 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: 130,126 shares; 2024Q4: 130,741 shares; 2025Q1: 131,891 shares; 2025Q2: 125,768 shares; 2025Q3: 124,551 shares; 2025Q4: 122,667 shares; 2026Q1: 121,677 shares; 2026Q2: 120,168 shares 120,168 $3.84M 0.72% -1,509 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: 68,436 shares; 2026Q1: 66,067 shares; 2026Q2: 63,608 shares 63,608 $3.82M 0.71% -2,459 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: 7,606 shares; 2024Q4: 15,354 shares; 2025Q1: 15,369 shares; 2025Q2: 10,618 shares; 2025Q3: 10,464 shares; 2025Q4: 10,562 shares; 2026Q1: 11,082 shares; 2026Q2: 11,111 shares 11,111 $3.79M 0.71% +29 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: 56,547 shares; 2024Q4: 54,834 shares; 2025Q1: 55,864 shares; 2025Q2: 50,105 shares; 2025Q3: 48,756 shares; 2025Q4: 48,432 shares; 2026Q1: 48,230 shares; 2026Q2: 47,247 shares 47,247 $3.7M 0.69% -983 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: 39,875 shares; 2024Q4: 40,275 shares; 2025Q1: 40,250 shares; 2025Q2: 38,030 shares; 2025Q3: 38,560 shares; 2025Q4: 39,078 shares; 2026Q1: 39,872 shares; 2026Q2: 43,660 shares 43,660 $3.62M 0.67% +3,788 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: 9,102 shares; 2024Q4: 9,057 shares; 2025Q1: 9,401 shares; 2025Q2: 8,657 shares; 2025Q3: 8,205 shares; 2025Q4: 8,118 shares; 2026Q1: 8,063 shares; 2026Q2: 8,228 shares 8,228 $3.51M 0.65% +165 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: 8,629 shares; 2024Q4: 8,772 shares; 2025Q1: 8,560 shares; 2025Q2: 7,176 shares; 2025Q3: 7,011 shares; 2025Q4: 6,841 shares; 2026Q1: 6,708 shares; 2026Q2: 6,578 shares 6,578 $3.46M 0.65% -130 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,032 shares; 2024Q4: 15,502 shares; 2025Q1: 15,845 shares; 2025Q2: 13,886 shares; 2025Q3: 13,684 shares; 2025Q4: 14,450 shares; 2026Q1: 14,201 shares; 2026Q2: 12,463 shares 12,463 $3.25M 0.61% -1,738 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: 17,601 shares; 2024Q4: 17,311 shares; 2025Q1: 16,682 shares; 2025Q2: 12,519 shares; 2025Q3: 12,379 shares; 2025Q4: 12,199 shares; 2026Q1: 11,849 shares; 2026Q2: 11,544 shares 11,544 $3.22M 0.6% -305 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: 1,544 shares; 2024Q4: 1,587 shares; 2025Q1: 1,562 shares; 2025Q2: 1,544 shares; 2025Q3: 1,451 shares; 2025Q4: 1,297 shares; 2026Q1: 1,122 shares; 2026Q2: 10,540 shares 10,540 $3.18M 0.59% +9,418 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: 33,540 shares; 2024Q4: 33,111 shares; 2025Q1: 31,028 shares; 2025Q2: 27,855 shares; 2025Q3: 28,593 shares; 2025Q4: 28,618 shares; 2026Q1: 27,654 shares; 2026Q2: 24,789 shares 24,789 $3.08M 0.58% -2,865 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: 21,033 shares; 2024Q4: 21,703 shares; 2025Q1: 21,463 shares; 2025Q2: 17,274 shares; 2025Q3: 18,016 shares; 2025Q4: 18,160 shares; 2026Q1: 18,555 shares; 2026Q2: 19,336 shares 19,336 $2.93M 0.55% +781 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: 9,001 shares; 2024Q4: 9,481 shares; 2025Q1: 9,456 shares; 2025Q2: 5,456 shares; 2025Q3: 6,066 shares; 2025Q4: 8,657 shares; 2026Q1: 7,187 shares; 2026Q2: 7,997 shares 7,997 $2.83M 0.53% +810 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: 65,443 shares; 2024Q4: 60,893 shares; 2025Q1: 59,728 shares; 2025Q2: 38,862 shares; 2025Q3: 37,072 shares; 2025Q4: 36,247 shares; 2026Q1: 34,579 shares; 2026Q2: 35,459 shares 35,459 $2.8M 0.52% +880 Timeline VSGX 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: 3,889 shares; 2024Q4: 12,594 shares; 2025Q1: 13,644 shares; 2025Q2: 18,214 shares; 2025Q3: 19,464 shares; 2025Q4: 22,219 shares; 2026Q1: 28,169 shares; 2026Q2: 32,529 shares 32,529 $2.68M 0.5% +4,360 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: 1,237 shares; 2025Q4: 1,237 shares; 2026Q1: 1,207 shares; 2026Q2: 2,293 shares 2,293 $2.65M 0.49% +1,086 Timeline SPSM 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: 20,313 shares; 2024Q4: 25,883 shares; 2025Q1: 32,448 shares; 2025Q2: 30,015 shares; 2025Q3: 29,808 shares; 2025Q4: 30,068 shares; 2026Q1: 36,990 shares; 2026Q2: 45,600 shares 45,600 $2.63M 0.49% +8,610 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: 5,257 shares; 2024Q4: 5,222 shares; 2025Q1: 5,500 shares; 2025Q2: 4,898 shares; 2025Q3: 4,976 shares; 2025Q4: 4,847 shares; 2026Q1: 4,810 shares; 2026Q2: 4,913 shares 4,913 $2.52M 0.47% +103 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: 5,218 shares; 2024Q4: 5,670 shares; 2025Q1: 6,421 shares; 2025Q2: 6,295 shares; 2025Q3: 6,299 shares; 2025Q4: 5,996 shares; 2026Q1: 5,325 shares; 2026Q2: 4,328 shares 4,328 $2.51M 0.47% -997 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,170 shares; 2024Q4: 3,422 shares; 2025Q1: 3,436 shares; 2025Q2: 2,731 shares; 2025Q3: 3,852 shares; 2025Q4: 4,487 shares; 2026Q1: 6,079 shares; 2026Q2: 6,549 shares 6,549 $2.47M 0.46% +470 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: 17,851 shares; 2024Q4: 17,851 shares; 2025Q1: 17,691 shares; 2025Q2: 16,884 shares; 2025Q3: 16,516 shares; 2025Q4: 16,332 shares; 2026Q1: 15,725 shares; 2026Q2: 15,391 shares 15,391 $2.41M 0.45% -334 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: 9,911 shares; 2024Q4: 9,700 shares; 2025Q1: 9,346 shares; 2025Q2: 8,115 shares; 2025Q3: 8,403 shares; 2025Q4: 9,532 shares; 2026Q1: 9,245 shares; 2026Q2: 9,300 shares 9,300 $2.34M 0.44% +55 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: 25,737 shares; 2024Q4: 37,518 shares; 2025Q1: 38,647 shares; 2025Q2: 38,647 shares; 2025Q3: 41,852 shares; 2025Q4: 45,560 shares; 2026Q1: 45,216 shares; 2026Q2: 45,436 shares 45,436 $2.28M 0.43% +220 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,443 shares; 2024Q4: 32,246 shares; 2025Q1: 31,643 shares; 2025Q2: 31,710 shares; 2025Q3: 31,760 shares; 2025Q4: 27,389 shares; 2026Q1: 26,776 shares; 2026Q2: 26,990 shares 26,990 $2.22M 0.41% +214 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,656 shares; 2024Q4: 1,938 shares; 2025Q1: 1,984 shares; 2025Q2: 1,419 shares; 2025Q3: 1,389 shares; 2025Q4: 1,694 shares; 2026Q1: 2,057 shares; 2026Q2: 3,804 shares 3,804 $2.14M 0.4% +1,747 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: 5,081 shares; 2024Q4: 4,943 shares; 2025Q1: 5,143 shares; 2025Q2: 5,064 shares; 2025Q3: 5,151 shares; 2025Q4: 5,079 shares; 2026Q1: 3,959 shares; 2026Q2: 4,218 shares 4,218 $2.11M 0.39% +259 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: 3,915 shares; 2024Q4: 3,771 shares; 2025Q1: 3,616 shares; 2025Q2: 3,074 shares; 2025Q3: 3,044 shares; 2025Q4: 2,764 shares; 2026Q1: 2,744 shares; 2026Q2: 2,743 shares 2,743 $2.05M 0.38% -1 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: 698 shares; 2024Q4: 790 shares; 2025Q1: 1,155 shares; 2025Q2: 1,504 shares; 2025Q3: 1,554 shares; 2025Q4: 1,487 shares; 2026Q1: 1,560 shares; 2026Q2: 1,634 shares 1,634 $1.96M 0.37% +74 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: not reported; 2024Q4: not reported; 2025Q1: 20,834 shares; 2025Q2: 21,887 shares; 2025Q3: 21,862 shares; 2025Q4: 22,057 shares; 2026Q1: 22,182 shares; 2026Q2: 26,377 shares 26,377 $1.9M 0.35% +4,195 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: 21,855 shares; 2024Q4: 21,362 shares; 2025Q1: 15,326 shares; 2025Q2: 13,608 shares; 2025Q3: 12,936 shares; 2025Q4: 15,998 shares; 2026Q1: 14,276 shares; 2026Q2: 14,769 shares 14,769 $1.9M 0.35% +493 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,382 shares; 2024Q4: 6,376 shares; 2025Q1: 6,576 shares; 2025Q2: 6,726 shares; 2025Q3: 6,586 shares; 2025Q4: 6,586 shares; 2026Q1: 6,586 shares; 2026Q2: 6,305 shares 6,305 $1.88M 0.35% -281 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: 10,822 shares; 2024Q4: 10,260 shares; 2025Q1: 10,075 shares; 2025Q2: 7,320 shares; 2025Q3: 6,920 shares; 2025Q4: 6,945 shares; 2026Q1: 7,013 shares; 2026Q2: 7,126 shares 7,126 $1.81M 0.34% +113 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,467 shares; 2024Q4: 36,030 shares; 2025Q1: 35,633 shares; 2025Q2: 32,469 shares; 2025Q3: 31,519 shares; 2025Q4: 29,894 shares; 2026Q1: 29,419 shares; 2026Q2: 29,429 shares 29,429 $1.8M 0.34% +10 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: 3,468 shares; 2024Q4: 3,883 shares; 2025Q1: 3,901 shares; 2025Q2: 2,376 shares; 2025Q3: 2,348 shares; 2025Q4: 2,346 shares; 2026Q1: 2,326 shares; 2026Q2: 2,373 shares 2,373 $1.77M 0.33% +47 Timeline VGSH 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: 35,373 shares; 2024Q4: 34,363 shares; 2025Q1: 31,429 shares; 2025Q2: 31,384 shares; 2025Q3: 31,141 shares; 2025Q4: 30,414 shares; 2026Q1: 31,464 shares; 2026Q2: 30,414 shares 30,414 $1.77M 0.33% -1,050 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,136 shares; 2024Q4: 35,769 shares; 2025Q1: 35,194 shares; 2025Q2: 34,844 shares; 2025Q3: 33,319 shares; 2025Q4: 34,700 shares; 2026Q1: 34,521 shares; 2026Q2: 50,441 shares 50,441 $1.71M 0.32% +15,920 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,509 shares; 2025Q1: 14,679 shares; 2025Q2: 14,679 shares; 2025Q3: 14,679 shares; 2025Q4: 14,679 shares; 2026Q1: 14,679 shares; 2026Q2: 14,679 shares 14,679 $1.57M 0.29% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,973 shares; 2024Q4: 4,003 shares; 2025Q1: 4,016 shares; 2025Q2: 3,266 shares; 2025Q3: 3,166 shares; 2025Q4: 5,099 shares; 2026Q1: 4,226 shares; 2026Q2: 4,546 shares 4,546 $1.56M 0.29% +320 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: 67,397 shares; 2024Q4: 65,667 shares; 2025Q1: 61,372 shares; 2025Q2: 55,073 shares; 2025Q3: 55,620 shares; 2025Q4: 54,995 shares; 2026Q1: 47,948 shares; 2026Q2: 30,988 shares 30,988 $1.52M 0.28% -16,960 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: 6,739 shares 6,739 $1.51M 0.28% 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: 6,739 shares 6,739 $1.49M 0.28% new 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: 2,274 shares; 2024Q4: 2,082 shares; 2025Q1: 2,921 shares; 2025Q2: 2,978 shares; 2025Q3: 2,947 shares; 2025Q4: 2,952 shares; 2026Q1: 2,946 shares; 2026Q2: 16,882 shares 16,882 $1.45M 0.27% +13,936 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 6,030 shares; 2026Q2: 19,064 shares 19,064 $1.44M 0.27% +13,034 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: 5,293 shares; 2024Q4: 5,293 shares; 2025Q1: 5,193 shares; 2025Q2: 5,022 shares; 2025Q3: 5,034 shares; 2025Q4: 4,976 shares; 2026Q1: 5,138 shares; 2026Q2: 5,245 shares 5,245 $1.42M 0.26% +107 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: 5,250 shares; 2024Q4: 5,225 shares; 2025Q1: 4,965 shares; 2025Q2: 4,602 shares; 2025Q3: 4,552 shares; 2025Q4: 4,931 shares; 2026Q1: 5,106 shares; 2026Q2: 5,040 shares 5,040 $1.42M 0.26% -66 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: 500 shares; 2025Q2: 518 shares; 2025Q3: 602 shares; 2025Q4: 594 shares; 2026Q1: 632 shares; 2026Q2: 707 shares 707 $1.41M 0.26% +75 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: 21,691 shares; 2024Q4: 21,766 shares; 2025Q1: 21,616 shares; 2025Q2: 13,869 shares; 2025Q3: 14,445 shares; 2025Q4: 15,126 shares; 2026Q1: 15,582 shares; 2026Q2: 15,587 shares 15,587 $1.37M 0.26% +5 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: 919 shares; 2024Q4: 1,165 shares; 2025Q1: 1,282 shares; 2025Q2: 1,197 shares; 2025Q3: 1,207 shares; 2025Q4: 1,207 shares; 2026Q1: 1,161 shares; 2026Q2: 1,163 shares 1,163 $1.37M 0.25% +2 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: 3,974 shares; 2024Q4: 3,849 shares; 2025Q1: 3,833 shares; 2025Q2: 3,563 shares; 2025Q3: 3,513 shares; 2025Q4: 3,513 shares; 2026Q1: 3,578 shares; 2026Q2: 3,578 shares 3,578 $1.34M 0.25% 0 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: 29,582 shares; 2024Q4: 29,082 shares; 2025Q1: 28,810 shares; 2025Q2: 20,022 shares; 2025Q3: 19,722 shares; 2025Q4: 17,608 shares; 2026Q1: 17,108 shares; 2026Q2: 16,782 shares 16,782 $1.23M 0.23% -326 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: 4,762 shares; 2024Q4: 4,997 shares; 2025Q1: 4,882 shares; 2025Q2: 4,846 shares; 2025Q3: 4,596 shares; 2025Q4: 4,866 shares; 2026Q1: 7,281 shares; 2026Q2: 7,651 shares 7,651 $1.21M 0.23% +370 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,970 shares; 2024Q4: 19,670 shares; 2025Q1: 28,670 shares; 2025Q2: 29,170 shares; 2025Q3: 29,170 shares; 2025Q4: 29,170 shares; 2026Q1: 29,170 shares; 2026Q2: 29,170 shares 29,170 $1.21M 0.22% 0 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: 1,085 shares; 2024Q4: 1,333 shares; 2025Q1: 1,556 shares; 2025Q2: 1,486 shares; 2025Q3: 1,639 shares; 2025Q4: 2,646 shares; 2026Q1: 2,078 shares; 2026Q2: 2,316 shares 2,316 $1.16M 0.22% +238 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: 2,868 shares; 2024Q4: 2,695 shares; 2025Q1: 3,006 shares; 2025Q2: 2,530 shares; 2025Q3: 2,330 shares; 2025Q4: 2,307 shares; 2026Q1: 2,262 shares; 2026Q2: 2,332 shares 2,332 $1.16M 0.22% +70 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: 13,746 shares; 2024Q4: 15,252 shares; 2025Q1: 15,866 shares; 2025Q2: 13,486 shares; 2025Q3: 13,116 shares; 2025Q4: 13,073 shares; 2026Q1: 13,400 shares; 2026Q2: 14,181 shares 14,181 $1.15M 0.21% +781 Timeline IGOV 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: 15,440 shares; 2026Q2: 28,000 shares 28,000 $1.15M 0.21% +12,560 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: 17,132 shares; 2024Q4: 16,462 shares; 2025Q1: 16,038 shares; 2025Q2: 10,707 shares; 2025Q3: 9,876 shares; 2025Q4: 11,414 shares; 2026Q1: 10,445 shares; 2026Q2: 10,445 shares 10,445 $1.09M 0.2% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,516 shares; 2024Q4: 2,565 shares; 2025Q1: 2,579 shares; 2025Q2: 2,554 shares; 2025Q3: 2,577 shares; 2025Q4: 2,632 shares; 2026Q1: 2,707 shares; 2026Q2: 2,858 shares 2,858 $1.07M 0.2% +151 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: 5,667 shares; 2024Q4: 5,617 shares; 2025Q1: 5,617 shares; 2025Q2: 5,373 shares; 2025Q3: 5,373 shares; 2025Q4: 5,435 shares; 2026Q1: 5,583 shares; 2026Q2: 5,647 shares 5,647 $1.07M 0.2% +64 Timeline IBND 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: 18,645 shares; 2026Q2: 33,425 shares 33,425 $1.04M 0.19% +14,780 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: 15,970 shares; 2024Q4: 13,557 shares; 2025Q1: 15,123 shares; 2025Q2: 14,183 shares; 2025Q3: 16,548 shares; 2025Q4: 15,998 shares; 2026Q1: 12,932 shares; 2026Q2: 13,332 shares 13,332 $1.02M 0.19% +400 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 976 shares; 2025Q1: 966 shares; 2025Q2: 936 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 8,452 shares 8,452 $1.01M 0.19% +7,526 Timeline IAGG 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: 31,533 shares; 2026Q2: 19,893 shares 19,893 $1.01M 0.19% -11,640 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: 30,897 shares; 2024Q4: 32,427 shares; 2025Q1: 32,492 shares; 2025Q2: 22,868 shares; 2025Q3: 22,318 shares; 2025Q4: 21,526 shares; 2026Q1: 21,086 shares; 2026Q2: 21,161 shares 21,161 $984K 0.18% +75 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: 2,883 shares; 2024Q4: 2,813 shares; 2025Q1: 2,776 shares; 2025Q2: 2,518 shares; 2025Q3: 2,443 shares; 2025Q4: 2,282 shares; 2026Q1: 2,171 shares; 2026Q2: 2,396 shares 2,396 $952K 0.18% +225 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: 12,051 shares; 2024Q4: 12,031 shares; 2025Q1: 12,061 shares; 2025Q2: 9,556 shares; 2025Q3: 9,466 shares; 2025Q4: 8,745 shares; 2026Q1: 8,654 shares; 2026Q2: 7,659 shares 7,659 $943K 0.18% -995 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $933K 0.17% 0 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: 12,887 shares; 2024Q4: 12,805 shares; 2025Q1: 13,424 shares; 2025Q2: 9,741 shares; 2025Q3: 9,701 shares; 2025Q4: 10,717 shares; 2026Q1: 10,164 shares; 2026Q2: 10,207 shares 10,207 $926K 0.17% +43 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: 952 shares; 2024Q4: 913 shares; 2025Q1: 999 shares; 2025Q2: 986 shares; 2025Q3: 908 shares; 2025Q4: 873 shares; 2026Q1: 861 shares; 2026Q2: 915 shares 915 $925K 0.17% +54 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,228 shares; 2024Q4: 1,210 shares; 2025Q1: 818 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 648 shares; 2026Q1: 709 shares; 2026Q2: 983 shares 983 $920K 0.17% +274 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares; 2026Q2: 9,650 shares 9,650 $916K 0.17% +150 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,545 shares; 2024Q4: 3,955 shares; 2025Q1: 3,309 shares; 2025Q2: 2,335 shares; 2025Q3: 2,455 shares; 2025Q4: 2,281 shares; 2026Q1: 2,347 shares; 2026Q2: 2,559 shares 2,559 $903K 0.17% +212 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,946 shares; 2024Q4: 47,946 shares; 2025Q1: 47,946 shares; 2025Q2: 47,946 shares; 2025Q3: 49,147 shares; 2025Q4: 46,086 shares; 2026Q1: 43,956 shares; 2026Q2: 43,956 shares 43,956 $902K 0.17% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,504 shares; 2024Q4: 2,287 shares; 2025Q1: 2,252 shares; 2025Q2: 2,187 shares; 2025Q3: 2,117 shares; 2025Q4: 1,967 shares; 2026Q1: 1,982 shares; 2026Q2: 1,887 shares 1,887 $901K 0.17% -95 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: 19,287 shares; 2024Q4: 18,087 shares; 2025Q1: 17,987 shares; 2025Q2: 17,102 shares; 2025Q3: 16,914 shares; 2025Q4: 16,399 shares; 2026Q1: 16,669 shares; 2026Q2: 16,658 shares 16,658 $893K 0.17% -11 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: 5,336 shares; 2024Q4: 5,336 shares; 2025Q1: 5,336 shares; 2025Q2: 4,503 shares; 2025Q3: 4,346 shares; 2025Q4: 4,146 shares; 2026Q1: 4,071 shares; 2026Q2: 4,081 shares 4,081 $889K 0.17% +10 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: 13,760 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,605 shares; 2025Q4: 6,272 shares; 2026Q1: 6,023 shares; 2026Q2: 6,023 shares 6,023 $841K 0.16% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 2,340 shares; 2025Q4: 2,130 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $839K 0.16% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,951 shares; 2024Q4: 3,026 shares; 2025Q1: 2,896 shares; 2025Q2: 2,693 shares; 2025Q3: 2,577 shares; 2025Q4: 2,473 shares; 2026Q1: 2,429 shares; 2026Q2: 2,419 shares 2,419 $824K 0.15% -10 Timeline SPMD 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: 3,995 shares; 2025Q2: 3,995 shares; 2025Q3: 3,770 shares; 2025Q4: 4,174 shares; 2026Q1: 6,200 shares; 2026Q2: 12,130 shares 12,130 $820K 0.15% +5,930 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,107 shares; 2024Q4: 19,847 shares; 2025Q1: 19,847 shares; 2025Q2: 19,847 shares; 2025Q3: 19,747 shares; 2025Q4: 16,807 shares; 2026Q1: 16,807 shares; 2026Q2: 16,807 shares 16,807 $811K 0.15% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,934 shares; 2025Q1: 7,934 shares; 2025Q2: 7,934 shares; 2025Q3: 7,934 shares; 2025Q4: 7,934 shares; 2026Q1: 7,934 shares; 2026Q2: 7,934 shares 7,934 $804K 0.15% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,475 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,223 shares; 2025Q3: 4,201 shares; 2025Q4: 3,961 shares; 2026Q1: 4,036 shares; 2026Q2: 3,769 shares 3,769 $803K 0.15% -267 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: 815 shares; 2024Q4: 1,000 shares; 2025Q1: 840 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 843 shares; 2026Q2: 1,043 shares 1,043 $796K 0.15% +200 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,383 shares; 2024Q4: 4,283 shares; 2025Q1: 4,186 shares; 2025Q2: 4,176 shares; 2025Q3: 4,176 shares; 2025Q4: 4,176 shares; 2026Q1: 4,176 shares; 2026Q2: 4,156 shares 4,156 $790K 0.15% -20 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: 17,333 shares; 2024Q4: 19,633 shares; 2025Q1: 19,583 shares; 2025Q2: 15,467 shares; 2025Q3: 14,817 shares; 2025Q4: 12,942 shares; 2026Q1: 13,092 shares; 2026Q2: 13,818 shares 13,818 $787K 0.15% +726 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: 2,407 shares; 2024Q4: 2,154 shares; 2025Q1: 2,184 shares; 2025Q2: 1,434 shares; 2025Q3: 1,364 shares; 2025Q4: 1,414 shares; 2026Q1: 3,501 shares; 2026Q2: 3,511 shares 3,511 $760K 0.14% +10 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,230 shares; 2026Q1: 1,785 shares; 2026Q2: 1,750 shares 1,750 $758K 0.14% -35 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.14% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,996 shares; 2024Q4: 18,193 shares; 2025Q1: 18,958 shares; 2025Q2: 15,905 shares; 2025Q3: 13,191 shares; 2025Q4: 14,742 shares; 2026Q1: 13,223 shares; 2026Q2: 12,583 shares 12,583 $728K 0.14% -640 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 784 shares; 2024Q4: 819 shares; 2025Q1: 800 shares; 2025Q2: 773 shares; 2025Q3: 849 shares; 2025Q4: 1,428 shares; 2026Q1: 1,462 shares; 2026Q2: 1,602 shares 1,602 $715K 0.13% +140 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,100 shares; 2024Q4: 11,100 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $692K 0.13% 0 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS 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: 18,560 shares; 2025Q4: 20,060 shares; 2026Q1: 20,060 shares; 2026Q2: 20,060 shares 20,060 $688K 0.13% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,580 shares; 2024Q4: 14,580 shares; 2025Q1: 14,580 shares; 2025Q2: 14,580 shares; 2025Q3: 14,580 shares; 2025Q4: 14,580 shares; 2026Q1: 14,580 shares; 2026Q2: 14,580 shares 14,580 $684K 0.13% 0 Timeline XJR 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: 11,010 shares; 2025Q1: 12,010 shares; 2025Q2: 10,550 shares; 2025Q3: 10,830 shares; 2025Q4: 12,555 shares; 2026Q1: 12,505 shares; 2026Q2: 12,505 shares 12,505 $660K 0.12% 0 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: 878 shares; 2024Q4: 926 shares; 2025Q1: 1,004 shares; 2025Q2: 944 shares; 2025Q3: 979 shares; 2025Q4: 1,001 shares; 2026Q1: 965 shares; 2026Q2: 909 shares 909 $655K 0.12% -56 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: 7,235 shares; 2024Q4: 7,367 shares; 2025Q1: 7,300 shares; 2025Q2: 5,782 shares; 2025Q3: 5,725 shares; 2025Q4: 5,580 shares; 2026Q1: 5,535 shares; 2026Q2: 5,470 shares 5,470 $647K 0.12% -65 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,000 shares; 2024Q4: 24,000 shares; 2025Q1: 24,000 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,300 shares 30,300 $642K 0.12% +300 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: 6,830 shares; 2024Q4: 6,732 shares; 2025Q1: 6,752 shares; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,274 shares; 2026Q1: 2,339 shares; 2026Q2: 3,440 shares 3,440 $636K 0.12% +1,101 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: 37,906 shares; 2024Q4: 37,906 shares; 2025Q1: 36,890 shares; 2025Q2: 36,890 shares; 2025Q3: 36,890 shares; 2025Q4: 26,998 shares; 2026Q1: 25,036 shares; 2026Q2: 24,859 shares 24,859 $626K 0.12% -177 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,036 shares; 2026Q2: 7,324 shares 7,324 $626K 0.12% +288 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: 6,921 shares; 2024Q4: 6,255 shares; 2025Q1: 6,270 shares; 2025Q2: 5,278 shares; 2025Q3: 5,352 shares; 2025Q4: 5,078 shares; 2026Q1: 5,023 shares; 2026Q2: 4,939 shares 4,939 $625K 0.12% -84 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,904 shares; 2024Q4: 6,904 shares; 2025Q1: 6,904 shares; 2025Q2: 7,006 shares; 2025Q3: 7,006 shares; 2025Q4: 6,111 shares; 2026Q1: 6,111 shares; 2026Q2: 6,125 shares 6,125 $591K 0.11% +14 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,560 shares; 2024Q4: 10,545 shares; 2025Q1: 7,785 shares; 2025Q2: 7,766 shares; 2025Q3: 7,748 shares; 2025Q4: 8,237 shares; 2026Q1: 7,475 shares; 2026Q2: 7,140 shares 7,140 $541K 0.1% -335 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,694 shares; 2024Q4: 16,994 shares; 2025Q1: 17,994 shares; 2025Q2: 18,194 shares; 2025Q3: 19,994 shares; 2025Q4: 20,459 shares; 2026Q1: 21,066 shares; 2026Q2: 21,566 shares 21,566 $539K 0.1% +500 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,440 shares; 2024Q4: 6,370 shares; 2025Q1: 6,370 shares; 2025Q2: 6,370 shares; 2025Q3: 6,370 shares; 2025Q4: 6,480 shares; 2026Q1: 6,480 shares; 2026Q2: 6,480 shares 6,480 $533K 0.1% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,658 shares; 2024Q4: 5,118 shares; 2025Q1: 5,862 shares; 2025Q2: 5,793 shares; 2025Q3: 5,030 shares; 2025Q4: 4,056 shares; 2026Q1: 2,885 shares; 2026Q2: 2,575 shares 2,575 $528K 0.1% -310 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: 8,769 shares; 2024Q4: 8,769 shares; 2025Q1: 8,769 shares; 2025Q2: 5,569 shares; 2025Q3: 5,819 shares; 2025Q4: 5,829 shares; 2026Q1: 5,829 shares; 2026Q2: 5,929 shares 5,929 $525K 0.1% +100 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,204 shares; 2024Q4: 1,204 shares; 2025Q1: 1,119 shares; 2025Q2: 1,050 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $516K 0.1% 0 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: 2,769 shares; 2024Q4: 2,769 shares; 2025Q1: 2,774 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 1,422 shares; 2026Q1: 1,483 shares; 2026Q2: 1,513 shares 1,513 $476K 0.09% +30 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,277 shares; 2024Q4: 10,607 shares; 2025Q1: 10,657 shares; 2025Q2: 10,657 shares; 2025Q3: 8,102 shares; 2025Q4: 7,110 shares; 2026Q1: 5,450 shares; 2026Q2: 5,450 shares 5,450 $471K 0.09% 0 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: 36,826 shares; 2024Q4: 36,826 shares; 2025Q1: 35,701 shares; 2025Q2: 35,701 shares; 2025Q3: 35,701 shares; 2025Q4: 22,733 shares; 2026Q1: 20,779 shares; 2026Q2: 20,602 shares 20,602 $468K 0.09% -177 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,950 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 2,710 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares; 2026Q1: 2,455 shares; 2026Q2: 2,455 shares 2,455 $462K 0.09% 0 Timeline ESGV 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: 3,488 shares; 2026Q2: 3,488 shares 3,488 $461K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 195 shares; 2025Q4: not reported; 2026Q1: 4,830 shares; 2026Q2: 6,355 shares 6,355 $454K 0.08% +1,525 Timeline SDY 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: 1,458 shares; 2024Q4: not reported; 2025Q1: 3,043 shares; 2025Q2: 3,043 shares; 2025Q3: 2,993 shares; 2025Q4: 2,905 shares; 2026Q1: 2,905 shares; 2026Q2: 2,905 shares 2,905 $442K 0.08% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,189 shares; 2024Q4: 3,189 shares; 2025Q1: 3,189 shares; 2025Q2: 3,021 shares; 2025Q3: 2,997 shares; 2025Q4: 2,871 shares; 2026Q1: 2,692 shares; 2026Q2: 2,622 shares 2,622 $440K 0.08% -70 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,977 shares; 2024Q4: 5,977 shares; 2025Q1: 5,992 shares; 2025Q2: 5,992 shares; 2025Q3: 5,817 shares; 2025Q4: 5,717 shares; 2026Q1: 5,217 shares; 2026Q2: 4,767 shares 4,767 $437K 0.08% -450 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: not reported; 2025Q3: not reported; 2025Q4: 7,021 shares; 2026Q1: 8,271 shares; 2026Q2: 8,271 shares 8,271 $433K 0.08% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997 shares; 2024Q4: 997 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 1,072 shares; 2025Q4: 1,054 shares; 2026Q1: 1,059 shares; 2026Q2: 1,052 shares 1,052 $428K 0.08% -7 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: 896 shares; 2024Q4: 846 shares; 2025Q1: 796 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383 shares; 2026Q1: 358 shares; 2026Q2: 396 shares 396 $422K 0.08% +38 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,347 shares; 2024Q4: 16,046 shares; 2025Q1: 13,019 shares; 2025Q2: 12,329 shares; 2025Q3: 11,454 shares; 2025Q4: 9,148 shares; 2026Q1: 7,286 shares; 2026Q2: 6,791 shares 6,791 $391K 0.07% -495 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,086 shares; 2024Q4: 1,086 shares; 2025Q1: 1,086 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 946 shares; 2026Q2: 1,046 shares 1,046 $383K 0.07% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 553 shares; 2026Q2: 573 shares 573 $376K 0.07% +20 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: 2,496 shares; 2024Q4: 2,496 shares; 2025Q1: 2,486 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 2,416 shares; 2026Q1: 2,341 shares; 2026Q2: 2,341 shares 2,341 $374K 0.07% 0 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: 1,934 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,687 shares; 2025Q3: 1,567 shares; 2025Q4: 1,766 shares; 2026Q1: 1,766 shares; 2026Q2: 1,766 shares 1,766 $369K 0.07% 0 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,904 shares; 2024Q4: 5,830 shares; 2025Q1: 5,783 shares; 2025Q2: 5,783 shares; 2025Q3: 5,423 shares; 2025Q4: 5,373 shares; 2026Q1: 4,730 shares; 2026Q2: 4,795 shares 4,795 $365K 0.07% +65 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: 2,022 shares; 2025Q1: 2,119 shares; 2025Q2: 2,119 shares; 2025Q3: 2,176 shares; 2025Q4: 2,197 shares; 2026Q1: 2,210 shares; 2026Q2: 2,210 shares 2,210 $363K 0.07% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,898 shares; 2024Q4: 1,898 shares; 2025Q1: 1,898 shares; 2025Q2: 1,733 shares; 2025Q3: 1,733 shares; 2025Q4: 1,733 shares; 2026Q1: 1,433 shares; 2026Q2: 1,333 shares 1,333 $361K 0.07% -100 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,303 shares; 2026Q1: 1,278 shares; 2026Q2: 1,228 shares 1,228 $360K 0.07% -50 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 859 shares; 2026Q1: 716 shares; 2026Q2: 2,860 shares 2,860 $355K 0.07% +2,144 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,178 shares; 2024Q4: 44,997 shares; 2025Q1: 42,823 shares; 2025Q2: 41,502 shares; 2025Q3: 38,194 shares; 2025Q4: 22,030 shares; 2026Q1: 19,585 shares; 2026Q2: 18,413 shares 18,413 $352K 0.07% -1,172 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,634 shares; 2026Q1: 996 shares; 2026Q2: 971 shares 971 $352K 0.07% -25 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,575 shares; 2026Q2: 1,834 shares 1,834 $338K 0.06% +259 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,980 shares 1,980 $336K 0.06% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: 3,624 shares; 2026Q2: 3,782 shares 3,782 $335K 0.06% +158 Timeline RSPT 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: 5,317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,867 shares; 2025Q4: 4,767 shares; 2026Q1: 4,617 shares; 2026Q2: 5,117 shares 5,117 $330K 0.06% +500 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $322K 0.06% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,332 shares; 2024Q4: 3,332 shares; 2025Q1: 3,332 shares; 2025Q2: 3,332 shares; 2025Q3: 3,332 shares; 2025Q4: 3,332 shares; 2026Q1: 3,332 shares; 2026Q2: 3,332 shares 3,332 $321K 0.06% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,519 shares; 2024Q4: 10,555 shares; 2025Q1: 10,555 shares; 2025Q2: 10,555 shares; 2025Q3: 9,390 shares; 2025Q4: 9,186 shares; 2026Q1: 8,634 shares; 2026Q2: 8,634 shares 8,634 $318K 0.06% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,924 shares; 2024Q4: 8,407 shares; 2025Q1: 8,147 shares; 2025Q2: 6,477 shares; 2025Q3: 5,482 shares; 2025Q4: 5,203 shares; 2026Q1: 4,903 shares; 2026Q2: 4,652 shares 4,652 $318K 0.06% -251 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: 13,600 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $317K 0.06% new 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: 6,010 shares; 2024Q4: 6,010 shares; 2025Q1: 5,995 shares; 2025Q2: 2,520 shares; 2025Q3: 1,820 shares; 2025Q4: 1,895 shares; 2026Q1: 1,900 shares; 2026Q2: 1,357 shares 1,357 $304K 0.06% -543 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: 1,912 shares; 2024Q4: 1,695 shares; 2025Q1: 1,387 shares; 2025Q2: 1,387 shares; 2025Q3: 1,427 shares; 2025Q4: 1,352 shares; 2026Q1: 1,404 shares; 2026Q2: 1,354 shares 1,354 $299K 0.06% -50 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares; 2026Q1: 334 shares; 2026Q2: 309 shares 309 $297K 0.06% -25 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares; 2026Q2: 1,245 shares 1,245 $296K 0.06% 0 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: 1,409 shares; 2024Q4: 1,409 shares; 2025Q1: 1,409 shares; 2025Q2: 1,369 shares; 2025Q3: 1,289 shares; 2025Q4: 1,249 shares; 2026Q1: 1,264 shares; 2026Q2: 1,089 shares 1,089 $296K 0.06% -175 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,673 shares; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares; 2025Q4: 2,673 shares; 2026Q1: 2,673 shares; 2026Q2: 2,673 shares 2,673 $294K 0.05% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,399 shares; 2024Q4: 8,466 shares; 2025Q1: 8,466 shares; 2025Q2: 6,987 shares; 2025Q3: 6,406 shares; 2025Q4: 6,619 shares; 2026Q1: 6,044 shares; 2026Q2: 5,849 shares 5,849 $284K 0.05% -195 Timeline VONE 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: 990 shares; 2025Q2: 990 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 825 shares 825 $279K 0.05% 0 Timeline BND 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: 4,588 shares; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 4,288 shares; 2025Q3: 4,288 shares; 2025Q4: 3,388 shares; 2026Q1: 3,805 shares; 2026Q2: 3,805 shares 3,805 $279K 0.05% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 978 shares; 2025Q3: 971 shares; 2025Q4: 937 shares; 2026Q1: 887 shares; 2026Q2: 863 shares 863 $275K 0.05% -24 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,604 shares; 2026Q1: 2,302 shares; 2026Q2: 2,302 shares 2,302 $271K 0.05% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,520 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $268K 0.05% 0 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: 981 shares; 2024Q4: 991 shares; 2025Q1: 1,008 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,069 shares; 2026Q1: 1,044 shares; 2026Q2: 1,041 shares 1,041 $259K 0.05% -3 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: not reported; 2026Q2: 1,445 shares 1,445 $236K 0.04% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,079 shares; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 2,238 shares; 2025Q3: 2,456 shares; 2025Q4: 2,383 shares; 2026Q1: 2,258 shares; 2026Q2: 2,142 shares 2,142 $235K 0.04% -116 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,716 shares 1,716 $235K 0.04% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,501 shares; 2024Q4: 6,501 shares; 2025Q1: 6,501 shares; 2025Q2: 5,900 shares; 2025Q3: 5,067 shares; 2025Q4: 4,808 shares; 2026Q1: 4,552 shares; 2026Q2: 3,840 shares 3,840 $232K 0.04% -712 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,066 shares 2,066 $228K 0.04% new Timeline BIDD 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: 7,592 shares; 2026Q1: 7,592 shares; 2026Q2: 7,592 shares 7,592 $228K 0.04% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 843 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 802 shares; 2025Q4: 768 shares; 2026Q1: 722 shares; 2026Q2: 772 shares 772 $224K 0.04% +50 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,859 shares; 2024Q4: 4,859 shares; 2025Q1: 4,859 shares; 2025Q2: 4,859 shares; 2025Q3: 4,372 shares; 2025Q4: 4,372 shares; 2026Q1: 4,372 shares; 2026Q2: 4,345 shares 4,345 $219K 0.04% -27 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $219K 0.04% 0 Timeline IBHI 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: 23,978 shares; 2025Q1: 27,728 shares; 2025Q2: 26,978 shares; 2025Q3: 26,978 shares; 2025Q4: 26,978 shares; 2026Q1: 14,028 shares; 2026Q2: 9,303 shares 9,303 $218K 0.04% -4,725 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 2,544 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares; 2026Q1: 2,069 shares; 2026Q2: 2,069 shares 2,069 $215K 0.04% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 245 shares; 2025Q2: not reported; 2025Q3: 2,175 shares; 2025Q4: not reported; 2026Q1: 2,460 shares; 2026Q2: 2,285 shares 2,285 $210K 0.04% -175 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: 629 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 607 shares 607 $209K 0.04% new 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: 805 shares; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 417 shares 417 $206K 0.04% new Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,100 shares; 2024Q4: 36,050 shares; 2025Q1: 37,300 shares; 2025Q2: 36,300 shares; 2025Q3: 36,050 shares; 2025Q4: 36,050 shares; 2026Q1: 20,700 shares; 2026Q2: 9,325 shares 9,325 $206K 0.04% -11,375 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: 2,280 shares; 2024Q4: not reported; 2025Q1: 2,187 shares; 2025Q2: 2,187 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,009 shares 2,009 $205K 0.04% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF 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: 25,000 shares; 2026Q1: 12,500 shares; 2026Q2: 4,500 shares 4,500 $205K 0.04% -8,000 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 4,631 shares; 2026Q2: 4,220 shares 4,220 $204K 0.04% -411 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,291 shares; 2024Q4: not reported; 2025Q1: 10,231 shares; 2025Q2: 10,232 shares; 2025Q3: 10,232 shares; 2025Q4: 10,232 shares; 2026Q1: not reported; 2026Q2: 9,972 shares 9,972 $204K 0.04% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,225 shares; 2024Q4: 3,130 shares; 2025Q1: 2,825 shares; 2025Q2: 2,678 shares; 2025Q3: 2,396 shares; 2025Q4: 2,143 shares; 2026Q1: 1,985 shares; 2026Q2: 1,710 shares 1,710 $202K 0.04% -275 Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH 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: 44,700 shares 44,700 $42.5K 0.01% new Timeline