IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,105 shares; 2024Q4: 34,880 shares; 2025Q1: 33,394 shares; 2025Q2: 33,430 shares; 2025Q3: 32,464 shares; 2025Q4: 32,849 shares; 2026Q1: 32,907 shares; 2026Q2: 31,353 shares 31,353 $23.5M 25.93% -1,554 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: 204,421 shares; 2024Q4: 211,085 shares; 2025Q1: 267,450 shares; 2025Q2: 266,583 shares; 2025Q3: 262,827 shares; 2025Q4: 267,813 shares; 2026Q1: 264,692 shares; 2026Q2: 262,847 shares 262,847 $20.3M 22.39% -1,845 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: 2,693 shares; 2024Q4: 2,697 shares; 2025Q1: 62,455 shares; 2025Q2: 74,144 shares; 2025Q3: 76,839 shares; 2025Q4: 79,787 shares; 2026Q1: 79,384 shares; 2026Q2: 76,654 shares 76,654 $11.4M 12.56% -2,730 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 184,197 shares 184,197 $7.1M 7.84% new 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: 7,713 shares; 2024Q4: 7,953 shares; 2025Q1: 7,941 shares; 2025Q2: 7,851 shares; 2025Q3: 7,781 shares; 2025Q4: 7,713 shares; 2026Q1: 7,686 shares; 2026Q2: 7,567 shares 7,567 $2.8M 3.09% -119 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: 7,845 shares; 2024Q4: 7,846 shares; 2025Q1: 7,848 shares; 2025Q2: 7,875 shares; 2025Q3: 7,748 shares; 2025Q4: 7,650 shares; 2026Q1: 7,652 shares; 2026Q2: 7,524 shares 7,524 $2.18M 2.4% -128 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: 3,608 shares; 2024Q4: 2,585 shares; 2025Q1: 2,586 shares; 2025Q2: 3,108 shares; 2025Q3: 3,318 shares; 2025Q4: 3,320 shares; 2026Q1: 3,322 shares; 2026Q2: 3,302 shares 3,302 $1.23M 1.36% -20 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: not reported; 2026Q2: 1,876 shares 1,876 $1.23M 1.36% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,244 shares; 2024Q4: 8,253 shares; 2025Q1: 7,605 shares; 2025Q2: 7,612 shares; 2025Q3: 7,554 shares; 2025Q4: 7,566 shares; 2026Q1: 6,972 shares; 2026Q2: 6,711 shares 6,711 $1.21M 1.34% -261 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,593 shares; 2024Q4: 3,717 shares; 2025Q1: 3,719 shares; 2025Q2: 3,721 shares; 2025Q3: 3,723 shares; 2025Q4: 3,599 shares; 2026Q1: 3,862 shares; 2026Q2: 3,663 shares 3,663 $1.2M 1.32% -199 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,166 shares; 2024Q4: 2,153 shares; 2025Q1: 2,786 shares; 2025Q2: 2,811 shares; 2025Q3: 2,822 shares; 2025Q4: 2,821 shares; 2026Q1: 2,834 shares; 2026Q2: 2,731 shares 2,731 $1.18M 1.3% -103 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,938 shares; 2024Q4: 8,946 shares; 2025Q1: 8,982 shares; 2025Q2: 8,915 shares; 2025Q3: 8,872 shares; 2025Q4: 8,822 shares; 2026Q1: 8,825 shares; 2026Q2: 8,044 shares 8,044 $1.18M 1.3% -781 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: 11,090 shares; 2024Q4: 10,613 shares; 2025Q1: 10,613 shares; 2025Q2: 10,961 shares; 2025Q3: 10,961 shares; 2025Q4: 11,073 shares; 2026Q1: 10,923 shares; 2026Q2: 11,016 shares 11,016 $1.06M 1.18% +93 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: 862 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 865 shares; 2026Q2: 865 shares 865 $921K 1.02% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,028 shares; 2024Q4: 7,028 shares; 2025Q1: 7,029 shares; 2025Q2: 7,030 shares; 2025Q3: 7,031 shares; 2025Q4: 7,031 shares; 2026Q1: 6,993 shares; 2026Q2: 6,866 shares 6,866 $778K 0.86% -127 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,507 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,509 shares; 2025Q4: 2,510 shares; 2026Q1: 2,496 shares; 2026Q2: 2,523 shares 2,523 $682K 0.75% +27 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,709 shares; 2024Q4: 5,844 shares; 2025Q1: 5,847 shares; 2025Q2: 5,250 shares; 2025Q3: 5,253 shares; 2025Q4: 4,908 shares; 2026Q1: 4,908 shares; 2026Q2: 4,945 shares 4,945 $676K 0.75% +37 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: 3,199 shares; 2024Q4: 2,017 shares; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 2,017 shares; 2026Q2: 3,252 shares 3,252 $651K 0.72% +1,235 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: 2,343 shares; 2024Q4: 2,344 shares; 2025Q1: 2,346 shares; 2025Q2: 2,347 shares; 2025Q3: 2,348 shares; 2025Q4: 2,349 shares; 2026Q1: 2,429 shares; 2026Q2: 2,430 shares 2,430 $617K 0.68% +1 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: 3,065 shares; 2024Q4: 2,991 shares; 2025Q1: 3,008 shares; 2025Q2: 3,008 shares; 2025Q3: 3,025 shares; 2025Q4: 3,027 shares; 2026Q1: 2,936 shares; 2026Q2: 2,809 shares 2,809 $612K 0.68% -127 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,710 shares; 2024Q4: 7,710 shares; 2025Q1: 7,710 shares; 2025Q2: 7,710 shares; 2025Q3: 7,710 shares; 2025Q4: 7,710 shares; 2026Q1: 7,710 shares; 2026Q2: 7,710 shares 7,710 $555K 0.61% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,733 shares; 2024Q4: 3,734 shares; 2025Q1: 3,735 shares; 2025Q2: 3,736 shares; 2025Q3: 3,738 shares; 2025Q4: 3,739 shares; 2026Q1: 3,740 shares; 2026Q2: 3,742 shares 3,742 $549K 0.61% +2 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,066 shares; 2024Q4: 4,071 shares; 2025Q1: 4,076 shares; 2025Q2: 4,080 shares; 2025Q3: 4,085 shares; 2025Q4: 4,089 shares; 2026Q1: 4,093 shares; 2026Q2: 3,755 shares 3,755 $516K 0.57% -338 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: 1,340 shares; 2024Q4: 1,342 shares; 2025Q1: 1,343 shares; 2025Q2: 1,345 shares; 2025Q3: 1,406 shares; 2025Q4: 1,469 shares; 2026Q1: 1,472 shares; 2026Q2: 1,354 shares 1,354 $490K 0.54% -118 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,194 shares; 2024Q4: 4,095 shares; 2025Q1: 4,103 shares; 2025Q2: 4,112 shares; 2025Q3: 4,203 shares; 2025Q4: 4,284 shares; 2026Q1: 4,298 shares; 2026Q2: 4,066 shares 4,066 $478K 0.53% -232 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: 8,867 shares; 2024Q4: 7,640 shares; 2025Q1: 7,654 shares; 2025Q2: 7,666 shares; 2025Q3: 7,678 shares; 2025Q4: 7,692 shares; 2026Q1: 7,708 shares; 2026Q2: 7,723 shares 7,723 $447K 0.49% +15 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: not reported; 2024Q4: not reported; 2025Q1: 1,211 shares; 2025Q2: 2,712 shares; 2025Q3: 2,713 shares; 2025Q4: 2,627 shares; 2026Q1: 2,627 shares; 2026Q2: 2,689 shares 2,689 $446K 0.49% +62 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 3,115 shares; 2025Q1: 3,089 shares; 2025Q2: 3,101 shares; 2025Q3: 3,114 shares; 2025Q4: 2,791 shares; 2026Q1: 2,797 shares; 2026Q2: 2,685 shares 2,685 $442K 0.49% -112 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,356 shares; 2024Q4: 7,364 shares; 2025Q1: 7,373 shares; 2025Q2: 7,381 shares; 2025Q3: 7,391 shares; 2025Q4: 7,064 shares; 2026Q1: 6,427 shares; 2026Q2: 6,442 shares 6,442 $413K 0.46% +15 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 767 shares; 2026Q2: 767 shares 767 $401K 0.44% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 1,001 shares; 2025Q1: 1,003 shares; 2025Q2: 1,004 shares; 2025Q3: 1,005 shares; 2025Q4: 1,007 shares; 2026Q1: 1,008 shares; 2026Q2: 905 shares 905 $356K 0.39% -103 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 1,500 shares 1,500 $355K 0.39% -280 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: 1,388 shares; 2024Q4: 1,396 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,411 shares; 2025Q4: 1,417 shares; 2026Q1: 1,420 shares; 2026Q2: 1,422 shares 1,422 $346K 0.38% +2 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: 6,620 shares; 2024Q4: 6,370 shares; 2025Q1: 6,370 shares; 2025Q2: 6,370 shares; 2025Q3: 6,370 shares; 2025Q4: 6,370 shares; 2026Q1: 6,370 shares; 2026Q2: 6,370 shares 6,370 $341K 0.38% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,976 shares; 2025Q3: 2,976 shares; 2025Q4: 2,976 shares; 2026Q1: 2,976 shares; 2026Q2: 2,976 shares 2,976 $318K 0.35% 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: 824 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 906 shares 906 $311K 0.34% +81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares; 2026Q2: 2,360 shares 2,360 $303K 0.33% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,253 shares; 2024Q4: 1,290 shares; 2025Q1: 1,445 shares; 2025Q2: 1,349 shares; 2025Q3: 1,247 shares; 2025Q4: 1,170 shares; 2026Q1: 1,176 shares; 2026Q2: 1,025 shares 1,025 $288K 0.32% -151 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,057 shares 2,057 $287K 0.32% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 860 shares; 2026Q2: 860 shares 860 $284K 0.31% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,081 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: not reported; 2026Q1: 355 shares; 2026Q2: 355 shares 355 $262K 0.29% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 9,036 shares 9,036 $258K 0.29% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares; 2026Q1: 1,586 shares; 2026Q2: 1,586 shares 1,586 $257K 0.28% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,396 shares; 2025Q3: 4,400 shares; 2025Q4: 4,403 shares; 2026Q1: 4,407 shares; 2026Q2: 4,411 shares 4,411 $251K 0.28% +4 Timeline SOXX 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: 390 shares 390 $250K 0.28% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,785 shares; 2024Q4: 1,794 shares; 2025Q1: 1,801 shares; 2025Q2: 1,808 shares; 2025Q3: 1,624 shares; 2025Q4: 1,625 shares; 2026Q1: 1,626 shares; 2026Q2: 1,627 shares 1,627 $240K 0.27% +1 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,556 shares; 2024Q4: 2,541 shares; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares; 2025Q3: 2,543 shares; 2025Q4: 2,543 shares; 2026Q1: 2,494 shares; 2026Q2: 2,494 shares 2,494 $240K 0.27% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: not reported; 2026Q2: 430 shares 430 $224K 0.25% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 876 shares 876 $209K 0.23% new Timeline