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: 46,467 shares; 2024Q4: 50,086 shares; 2025Q1: 48,357 shares; 2025Q2: 46,625 shares; 2025Q3: 46,777 shares; 2025Q4: 46,428 shares; 2026Q1: 46,499 shares; 2026Q2: 274,451 shares 274,451 $23.6M 9.22% +227,952 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 182,596 shares; 2025Q2: 270,420 shares; 2025Q3: 307,662 shares; 2025Q4: 311,832 shares; 2026Q1: 321,032 shares; 2026Q2: 318,688 shares 318,688 $16.2M 6.33% -2,344 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: 63,520 shares; 2024Q4: 61,709 shares; 2025Q1: 59,680 shares; 2025Q2: 59,834 shares; 2025Q3: 58,643 shares; 2025Q4: 56,186 shares; 2026Q1: 55,873 shares; 2026Q2: 54,919 shares 54,919 $15.9M 6.2% -954 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,148 shares; 2024Q4: 168,421 shares; 2025Q1: 190,409 shares; 2025Q2: 187,376 shares; 2025Q3: 194,071 shares; 2025Q4: 202,838 shares; 2026Q1: 219,531 shares; 2026Q2: 223,038 shares 223,038 $12.6M 4.91% +3,507 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,820 shares; 2024Q4: 76,124 shares; 2025Q1: 100,786 shares; 2025Q2: 118,255 shares; 2025Q3: 128,969 shares; 2025Q4: 134,752 shares; 2026Q1: 151,495 shares; 2026Q2: 151,657 shares 151,657 $9.32M 3.64% +162 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: 87,515 shares; 2024Q4: 105,525 shares; 2025Q1: 121,085 shares; 2025Q2: 137,003 shares; 2025Q3: 149,654 shares; 2025Q4: 163,754 shares; 2026Q1: 178,808 shares; 2026Q2: 182,973 shares 182,973 $9.24M 3.6% +4,165 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,526 shares; 2024Q4: 87,415 shares; 2025Q1: 107,032 shares; 2025Q2: 136,590 shares; 2025Q3: 148,477 shares; 2025Q4: 151,898 shares; 2026Q1: 155,854 shares; 2026Q2: 162,344 shares 162,344 $8.33M 3.25% +6,490 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: 8,517 shares; 2024Q4: 9,109 shares; 2025Q1: 29,047 shares; 2025Q2: 91,069 shares; 2025Q3: 125,390 shares; 2025Q4: 133,304 shares; 2026Q1: 142,840 shares; 2026Q2: 156,958 shares 156,958 $7.06M 2.75% +14,118 Timeline VOT 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: 14,821 shares; 2024Q4: 15,216 shares; 2025Q1: 20,558 shares; 2025Q2: 22,891 shares; 2025Q3: 22,798 shares; 2025Q4: 20,962 shares; 2026Q1: 24,393 shares; 2026Q2: 22,659 shares 22,659 $6.94M 2.71% -1,734 Timeline VOE 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: 19,596 shares; 2024Q4: 19,927 shares; 2025Q1: 24,844 shares; 2025Q2: 28,844 shares; 2025Q3: 29,362 shares; 2025Q4: 30,320 shares; 2026Q1: 34,087 shares; 2026Q2: 34,251 shares 34,251 $6.77M 2.64% +164 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: not reported; 2024Q4: not reported; 2025Q1: 85,923 shares; 2025Q2: 102,602 shares; 2025Q3: 104,001 shares; 2025Q4: 106,609 shares; 2026Q1: 128,985 shares; 2026Q2: 133,119 shares 133,119 $6.25M 2.44% +4,134 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: 26,391 shares; 2024Q4: 23,439 shares; 2025Q1: 22,977 shares; 2025Q2: 24,299 shares; 2025Q3: 25,170 shares; 2025Q4: 25,648 shares; 2026Q1: 25,779 shares; 2026Q2: 25,654 shares 25,654 $5.13M 2% -125 Timeline VTWG 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: 14,404 shares; 2024Q4: 14,520 shares; 2025Q1: 16,568 shares; 2025Q2: 15,736 shares; 2025Q3: 15,466 shares; 2025Q4: 15,829 shares; 2026Q1: 16,594 shares; 2026Q2: 16,314 shares 16,314 $4.69M 1.83% -280 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: 4,366 shares; 2024Q4: 3,985 shares; 2025Q1: 4,253 shares; 2025Q2: 4,006 shares; 2025Q3: 3,992 shares; 2025Q4: 4,006 shares; 2026Q1: 3,862 shares; 2026Q2: 3,802 shares 3,802 $4.05M 1.58% -60 Timeline SCHV 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: 94,728 shares; 2024Q4: 284,010 shares; 2025Q1: 258,683 shares; 2025Q2: 143,641 shares; 2025Q3: 107,463 shares; 2025Q4: 110,052 shares; 2026Q1: 105,235 shares; 2026Q2: 104,426 shares 104,426 $3.64M 1.42% -809 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: 42,851 shares; 2024Q4: 43,298 shares; 2025Q1: 50,582 shares; 2025Q2: 59,559 shares; 2025Q3: 61,268 shares; 2025Q4: 61,032 shares; 2026Q1: 63,068 shares; 2026Q2: 68,030 shares 68,030 $3.57M 1.39% +4,962 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: not reported; 2024Q4: not reported; 2025Q1: 9,703 shares; 2025Q2: 11,108 shares; 2025Q3: 11,476 shares; 2025Q4: 12,186 shares; 2026Q1: 13,507 shares; 2026Q2: 13,425 shares 13,425 $3.26M 1.27% -82 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: 21,386 shares; 2024Q4: 20,265 shares; 2025Q1: 19,399 shares; 2025Q2: 19,206 shares; 2025Q3: 18,744 shares; 2025Q4: 21,657 shares; 2026Q1: 21,194 shares; 2026Q2: 21,139 shares 21,139 $2.72M 1.06% -55 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: 4,430 shares; 2024Q4: 4,345 shares; 2025Q1: 4,368 shares; 2025Q2: 4,352 shares; 2025Q3: 4,461 shares; 2025Q4: 4,570 shares; 2026Q1: 4,627 shares; 2026Q2: 4,710 shares 4,710 $2.65M 1.03% +83 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: 10,944 shares; 2024Q4: 10,310 shares; 2025Q1: 10,805 shares; 2025Q2: 10,853 shares; 2025Q3: 10,547 shares; 2025Q4: 10,398 shares; 2026Q1: 10,230 shares; 2026Q2: 10,167 shares 10,167 $2.58M 1.01% -63 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: 14,257 shares; 2024Q4: 17,373 shares; 2025Q1: 20,093 shares; 2025Q2: 21,325 shares; 2025Q3: 20,431 shares; 2025Q4: 20,410 shares; 2026Q1: 19,491 shares; 2026Q2: 18,442 shares 18,442 $2.58M 1% -1,049 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: 24,667 shares; 2026Q1: 27,351 shares; 2026Q2: 27,693 shares 27,693 $2.45M 0.96% +342 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,839 shares; 2024Q4: 51,273 shares; 2025Q1: 51,098 shares; 2025Q2: 49,594 shares; 2025Q3: 49,668 shares; 2025Q4: 48,024 shares; 2026Q1: 47,827 shares; 2026Q2: 47,770 shares 47,770 $2.38M 0.93% -57 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: 9,949 shares; 2024Q4: 9,541 shares; 2025Q1: 9,252 shares; 2025Q2: 9,287 shares; 2025Q3: 9,082 shares; 2025Q4: 10,280 shares; 2026Q1: 9,790 shares; 2026Q2: 9,595 shares 9,595 $2.28M 0.89% -195 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: 18,123 shares; 2024Q4: 16,923 shares; 2025Q1: 16,820 shares; 2025Q2: 16,607 shares; 2025Q3: 17,191 shares; 2025Q4: 17,246 shares; 2026Q1: 17,277 shares; 2026Q2: 17,074 shares 17,074 $2.01M 0.78% -203 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 19,968 shares; 2025Q4: 22,212 shares; 2026Q1: 26,823 shares; 2026Q2: 27,142 shares 27,142 $2M 0.78% +319 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: 5,588 shares; 2024Q4: 5,340 shares; 2025Q1: 5,251 shares; 2025Q2: 5,246 shares; 2025Q3: 5,373 shares; 2025Q4: 5,434 shares; 2026Q1: 5,435 shares; 2026Q2: 5,569 shares 5,569 $1.91M 0.75% +134 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: 2,293 shares; 2024Q4: 2,961 shares; 2025Q1: 3,229 shares; 2025Q2: 3,405 shares; 2025Q3: 3,381 shares; 2025Q4: 3,345 shares; 2026Q1: 3,362 shares; 2026Q2: 3,225 shares 3,225 $1.87M 0.73% -137 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: 3,237 shares; 2024Q4: 2,734 shares; 2025Q1: 3,867 shares; 2025Q2: 4,001 shares; 2025Q3: 4,186 shares; 2025Q4: 4,419 shares; 2026Q1: 4,539 shares; 2026Q2: 4,639 shares 4,639 $1.73M 0.67% +100 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: 7,005 shares; 2024Q4: 6,155 shares; 2025Q1: 6,140 shares; 2025Q2: 6,095 shares; 2025Q3: 6,126 shares; 2025Q4: 6,113 shares; 2026Q1: 6,100 shares; 2026Q2: 6,003 shares 6,003 $1.69M 0.66% -97 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: 4,593 shares; 2024Q4: 4,379 shares; 2025Q1: 4,214 shares; 2025Q2: 4,138 shares; 2025Q3: 4,094 shares; 2025Q4: 4,122 shares; 2026Q1: 4,064 shares; 2026Q2: 3,928 shares 3,928 $1.67M 0.65% -136 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: 1,418 shares; 2025Q1: 1,434 shares; 2025Q2: 1,463 shares; 2025Q3: 1,411 shares; 2025Q4: 1,431 shares; 2026Q1: 1,339 shares; 2026Q2: 1,341 shares 1,341 $1.61M 0.63% +2 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,582 shares; 2024Q4: 9,397 shares; 2025Q1: 8,996 shares; 2025Q2: 9,074 shares; 2025Q3: 8,638 shares; 2025Q4: 8,560 shares; 2026Q1: 8,545 shares; 2026Q2: 8,490 shares 8,490 $1.58M 0.62% -55 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: 2,397 shares; 2024Q4: 2,596 shares; 2025Q1: 3,452 shares; 2025Q2: 3,673 shares; 2025Q3: 3,767 shares; 2025Q4: 3,671 shares; 2026Q1: 3,730 shares; 2026Q2: 3,736 shares 3,736 $1.41M 0.55% +6 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,034 shares; 2024Q4: 5,619 shares; 2025Q1: 5,628 shares; 2025Q2: 5,778 shares; 2025Q3: 5,779 shares; 2025Q4: 5,780 shares; 2026Q1: 5,530 shares; 2026Q2: 5,531 shares 5,531 $1.34M 0.52% +1 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,906 shares; 2024Q4: 81,986 shares; 2025Q1: 73,887 shares; 2025Q2: 67,062 shares; 2025Q3: 61,964 shares; 2025Q4: 58,189 shares; 2026Q1: 56,564 shares; 2026Q2: 54,608 shares 54,608 $1.27M 0.5% -1,956 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,381 shares; 2025Q2: 24,972 shares; 2025Q3: 27,182 shares; 2025Q4: 28,473 shares; 2026Q1: 29,521 shares; 2026Q2: 27,758 shares 27,758 $1.25M 0.49% -1,763 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,971 shares; 2024Q4: 12,689 shares; 2025Q1: 13,774 shares; 2025Q2: 13,947 shares; 2025Q3: 14,213 shares; 2025Q4: 14,001 shares; 2026Q1: 13,396 shares; 2026Q2: 13,396 shares 13,396 $1.25M 0.49% 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: 6,290 shares; 2024Q4: 6,298 shares; 2025Q1: 6,211 shares; 2025Q2: 6,211 shares; 2025Q3: 6,220 shares; 2025Q4: 6,039 shares; 2026Q1: 5,766 shares; 2026Q2: 5,691 shares 5,691 $1.21M 0.47% -75 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: 4,824 shares; 2024Q4: 4,329 shares; 2025Q1: 4,387 shares; 2025Q2: 4,442 shares; 2025Q3: 4,430 shares; 2025Q4: 4,515 shares; 2026Q1: 4,560 shares; 2026Q2: 4,466 shares 4,466 $1.21M 0.47% -94 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: 4,013 shares; 2024Q4: 3,526 shares; 2025Q1: 3,274 shares; 2025Q2: 3,327 shares; 2025Q3: 3,442 shares; 2025Q4: 3,534 shares; 2026Q1: 3,601 shares; 2026Q2: 3,583 shares 3,583 $1.17M 0.46% -18 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,060 shares; 2024Q4: 4,664 shares; 2025Q1: 4,614 shares; 2025Q2: 4,689 shares; 2025Q3: 4,796 shares; 2025Q4: 5,104 shares; 2026Q1: 5,160 shares; 2026Q2: 5,135 shares 5,135 $1.14M 0.45% -25 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS 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: 20,464 shares 20,464 $1.14M 0.45% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: 2,326 shares; 2025Q1: 2,615 shares; 2025Q2: 2,625 shares; 2025Q3: 2,684 shares; 2025Q4: 2,688 shares; 2026Q1: 2,704 shares; 2026Q2: 2,705 shares 2,705 $1.14M 0.44% +1 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: 4,189 shares; 2024Q4: 3,229 shares; 2025Q1: 3,276 shares; 2025Q2: 3,810 shares; 2025Q3: 4,210 shares; 2025Q4: 4,380 shares; 2026Q1: 4,684 shares; 2026Q2: 4,762 shares 4,762 $1.13M 0.44% +78 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: 3,197 shares; 2024Q4: 3,199 shares; 2025Q1: 3,078 shares; 2025Q2: 3,059 shares; 2025Q3: 2,992 shares; 2025Q4: 2,983 shares; 2026Q1: 2,916 shares; 2026Q2: 2,843 shares 2,843 $1.13M 0.44% -73 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,048 shares; 2024Q4: 12,066 shares; 2025Q1: 12,187 shares; 2025Q2: 12,108 shares; 2025Q3: 12,125 shares; 2025Q4: 11,790 shares; 2026Q1: 11,482 shares; 2026Q2: 9,897 shares 9,897 $1.07M 0.42% -1,585 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: 1,326 shares; 2024Q4: 1,426 shares; 2025Q1: 1,423 shares; 2025Q2: 1,467 shares; 2025Q3: 1,504 shares; 2025Q4: 1,494 shares; 2026Q1: 1,480 shares; 2026Q2: 1,387 shares 1,387 $1.06M 0.41% -93 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: 9,586 shares; 2024Q4: 10,204 shares; 2025Q1: 10,331 shares; 2025Q2: 10,267 shares; 2025Q3: 10,834 shares; 2025Q4: 10,963 shares; 2026Q1: 11,055 shares; 2026Q2: 10,827 shares 10,827 $1.03M 0.4% -228 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 405 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695 shares; 2025Q4: 1,432 shares; 2026Q1: 1,432 shares; 2026Q2: 1,430 shares 1,430 $982K 0.38% -2 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,272 shares; 2024Q4: 11,266 shares; 2025Q1: 11,679 shares; 2025Q2: 11,795 shares; 2025Q3: 11,969 shares; 2025Q4: 12,242 shares; 2026Q1: 12,163 shares; 2026Q2: 12,035 shares 12,035 $978K 0.38% -128 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,107 shares; 2024Q4: 40,107 shares; 2025Q1: 40,107 shares; 2025Q2: 40,107 shares; 2025Q3: 40,107 shares; 2025Q4: 22,427 shares; 2026Q1: 21,937 shares; 2026Q2: 21,937 shares 21,937 $960K 0.37% 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: 1,000 shares; 2024Q4: 995 shares; 2025Q1: 1,014 shares; 2025Q2: 937 shares; 2025Q3: 982 shares; 2025Q4: 11,555 shares; 2026Q1: 13,181 shares; 2026Q2: 13,398 shares 13,398 $957K 0.37% +217 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: 9,967 shares; 2024Q4: 6,279 shares; 2025Q1: 8,397 shares; 2025Q2: 8,356 shares; 2025Q3: 8,179 shares; 2025Q4: 8,214 shares; 2026Q1: 6,906 shares; 2026Q2: 6,894 shares 6,894 $943K 0.37% -12 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,360 shares; 2024Q4: 2,156 shares; 2025Q1: 2,311 shares; 2025Q2: 2,342 shares; 2025Q3: 2,415 shares; 2025Q4: 2,556 shares; 2026Q1: 2,300 shares; 2026Q2: 2,197 shares 2,197 $912K 0.36% -103 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: 987 shares; 2024Q4: 862 shares; 2025Q1: 862 shares; 2025Q2: 962 shares; 2025Q3: 961 shares; 2025Q4: 945 shares; 2026Q1: 941 shares; 2026Q2: 7,423 shares 7,423 $887K 0.35% +6,482 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,921 shares; 2024Q4: 12,785 shares; 2025Q1: 12,752 shares; 2025Q2: 11,193 shares; 2025Q3: 10,679 shares; 2025Q4: 10,691 shares; 2026Q1: 10,683 shares; 2026Q2: 10,658 shares 10,658 $881K 0.34% -25 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: 1,136 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,133 shares; 2025Q3: 1,134 shares; 2025Q4: 1,134 shares; 2026Q1: 1,134 shares; 2026Q2: 1,134 shares 1,134 $847K 0.33% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,612 shares; 2024Q4: 1,562 shares; 2025Q1: 2,437 shares; 2025Q2: 2,532 shares; 2025Q3: 2,632 shares; 2025Q4: 2,617 shares; 2026Q1: 2,617 shares; 2026Q2: 2,767 shares 2,767 $827K 0.32% +150 Timeline VTWV 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: 8,680 shares; 2024Q4: 8,600 shares; 2025Q1: 7,838 shares; 2025Q2: 4,976 shares; 2025Q3: 4,252 shares; 2025Q4: 4,394 shares; 2026Q1: 4,329 shares; 2026Q2: 4,194 shares 4,194 $820K 0.32% -135 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,380 shares; 2024Q4: 4,024 shares; 2025Q1: 3,892 shares; 2025Q2: 3,756 shares; 2025Q3: 3,474 shares; 2025Q4: 3,477 shares; 2026Q1: 3,327 shares; 2026Q2: 3,336 shares 3,336 $797K 0.31% +9 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,308 shares; 2024Q4: 7,475 shares; 2025Q1: 6,335 shares; 2025Q2: 6,247 shares; 2025Q3: 5,870 shares; 2025Q4: 5,657 shares; 2026Q1: 5,342 shares; 2026Q2: 5,339 shares 5,339 $772K 0.3% -3 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: 1,493 shares; 2024Q4: 1,589 shares; 2025Q1: 1,596 shares; 2025Q2: 1,680 shares; 2025Q3: 2,040 shares; 2025Q4: 2,046 shares; 2026Q1: 2,111 shares; 2026Q2: 2,143 shares 2,143 $766K 0.3% +32 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: 5,526 shares; 2024Q4: 5,695 shares; 2025Q1: 5,884 shares; 2025Q2: 5,953 shares; 2025Q3: 8,519 shares; 2025Q4: 8,950 shares; 2026Q1: 8,858 shares; 2026Q2: 9,248 shares 9,248 $764K 0.3% +390 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: 3,729 shares; 2024Q4: 3,745 shares; 2025Q1: 3,585 shares; 2025Q2: 3,434 shares; 2025Q3: 3,126 shares; 2025Q4: 3,412 shares; 2026Q1: 3,583 shares; 2026Q2: 3,575 shares 3,575 $733K 0.29% -8 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: 5,620 shares; 2024Q4: 5,398 shares; 2025Q1: 5,350 shares; 2025Q2: 5,266 shares; 2025Q3: 4,946 shares; 2025Q4: 4,881 shares; 2026Q1: 4,588 shares; 2026Q2: 4,343 shares 4,343 $703K 0.27% -245 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,667 shares; 2025Q3: 4,467 shares; 2025Q4: 4,342 shares; 2026Q1: 4,347 shares; 2026Q2: 4,217 shares 4,217 $700K 0.27% -130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,582 shares; 2025Q3: 1,770 shares; 2025Q4: 1,895 shares; 2026Q1: 2,010 shares; 2026Q2: 1,975 shares 1,975 $698K 0.27% -35 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: 2,519 shares; 2024Q4: 2,535 shares; 2025Q1: 2,535 shares; 2025Q2: 2,562 shares; 2025Q3: 2,568 shares; 2025Q4: 3,512 shares; 2026Q1: 3,470 shares; 2026Q2: 3,315 shares 3,315 $693K 0.27% -155 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,415 shares; 2024Q4: 11,252 shares; 2025Q1: 10,895 shares; 2025Q2: 10,851 shares; 2025Q3: 9,147 shares; 2025Q4: 8,953 shares; 2026Q1: 8,629 shares; 2026Q2: 8,324 shares 8,324 $676K 0.26% -305 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,762 shares; 2024Q4: 6,165 shares; 2025Q1: 5,773 shares; 2025Q2: 5,609 shares; 2025Q3: 5,552 shares; 2025Q4: 5,401 shares; 2026Q1: 5,325 shares; 2026Q2: 5,194 shares 5,194 $674K 0.26% -131 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,470 shares; 2024Q4: 5,077 shares; 2025Q1: 5,015 shares; 2025Q2: 5,120 shares; 2025Q3: 4,708 shares; 2025Q4: 5,095 shares; 2026Q1: 5,009 shares; 2026Q2: 4,842 shares 4,842 $656K 0.26% -167 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: 2,529 shares; 2024Q4: 2,518 shares; 2025Q1: 2,635 shares; 2025Q2: 2,563 shares; 2025Q3: 2,579 shares; 2025Q4: 2,575 shares; 2026Q1: 2,547 shares; 2026Q2: 2,555 shares 2,555 $653K 0.25% +8 Timeline VMBS 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: 30,065 shares; 2024Q4: 31,196 shares; 2025Q1: 30,916 shares; 2025Q2: 25,945 shares; 2025Q3: 18,580 shares; 2025Q4: 17,071 shares; 2026Q1: 13,487 shares; 2026Q2: 13,142 shares 13,142 $615K 0.24% -345 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 628 shares; 2026Q2: 632 shares 632 $610K 0.24% +4 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: 1,461 shares; 2024Q4: 1,559 shares; 2025Q1: 1,712 shares; 2025Q2: 1,853 shares; 2025Q3: 1,850 shares; 2025Q4: 1,923 shares; 2026Q1: 1,910 shares; 2026Q2: 1,903 shares 1,903 $606K 0.24% -7 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,660 shares; 2024Q4: 2,672 shares; 2025Q1: 2,664 shares; 2025Q2: 2,660 shares; 2025Q3: 2,654 shares; 2025Q4: 2,676 shares; 2026Q1: 2,678 shares; 2026Q2: 2,677 shares 2,677 $596K 0.23% -1 Timeline VDE 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: 4,610 shares; 2024Q4: 4,610 shares; 2025Q1: 5,360 shares; 2025Q2: 5,010 shares; 2025Q3: 4,560 shares; 2025Q4: 4,240 shares; 2026Q1: 4,240 shares; 2026Q2: 3,940 shares 3,940 $592K 0.23% -300 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,652 shares; 2024Q4: 3,854 shares; 2025Q1: 3,683 shares; 2025Q2: 3,780 shares; 2025Q3: 5,519 shares; 2025Q4: 5,764 shares; 2026Q1: 5,791 shares; 2026Q2: 6,254 shares 6,254 $591K 0.23% +463 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: 8,604 shares; 2024Q4: 8,853 shares; 2025Q1: 9,432 shares; 2025Q2: 9,391 shares; 2025Q3: 13,194 shares; 2025Q4: 14,474 shares; 2026Q1: 13,335 shares; 2026Q2: 12,048 shares 12,048 $583K 0.23% -1,287 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,887 shares; 2024Q4: 8,202 shares; 2025Q1: 8,690 shares; 2025Q2: 8,988 shares; 2025Q3: 9,305 shares; 2025Q4: 8,640 shares; 2026Q1: 8,157 shares; 2026Q2: 7,540 shares 7,540 $571K 0.22% -617 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,023 shares; 2024Q4: 2,939 shares; 2025Q1: 2,898 shares; 2025Q2: 2,914 shares; 2025Q3: 2,938 shares; 2025Q4: 2,983 shares; 2026Q1: 3,026 shares; 2026Q2: 3,003 shares 3,003 $570K 0.22% -23 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,185 shares; 2026Q1: 1,132 shares; 2026Q2: 1,115 shares 1,115 $564K 0.22% -17 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: 1,243 shares; 2024Q4: 841 shares; 2025Q1: 1,135 shares; 2025Q2: 1,445 shares; 2025Q3: 1,488 shares; 2025Q4: 1,499 shares; 2026Q1: 1,560 shares; 2026Q2: 1,547 shares 1,547 $560K 0.22% -13 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,875 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,608 shares; 2026Q1: 6,608 shares; 2026Q2: 6,103 shares 6,103 $555K 0.22% -505 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,560 shares; 2024Q4: 133,123 shares; 2025Q1: 40,653 shares; 2025Q2: 36,420 shares; 2025Q3: 18,626 shares; 2025Q4: 16,605 shares; 2026Q1: 12,734 shares; 2026Q2: 8,707 shares 8,707 $542K 0.21% -4,027 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,848 shares; 2024Q4: 5,712 shares; 2025Q1: 5,716 shares; 2025Q2: 5,504 shares; 2025Q3: 5,576 shares; 2025Q4: 5,741 shares; 2026Q1: 5,660 shares; 2026Q2: 5,626 shares 5,626 $538K 0.21% -34 Timeline VGIT 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: 5,915 shares; 2024Q4: 6,474 shares; 2025Q1: 6,072 shares; 2025Q2: 5,331 shares; 2025Q3: 8,025 shares; 2025Q4: 8,574 shares; 2026Q1: 8,644 shares; 2026Q2: 9,117 shares 9,117 $538K 0.21% +473 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,789 shares; 2024Q4: 4,660 shares; 2025Q1: 5,230 shares; 2025Q2: 5,635 shares; 2025Q3: 5,729 shares; 2025Q4: 6,385 shares; 2026Q1: 6,385 shares; 2026Q2: 5,875 shares 5,875 $536K 0.21% -510 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,437 shares; 2025Q4: 2,125 shares; 2026Q1: 2,154 shares; 2026Q2: 2,110 shares 2,110 $520K 0.2% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,375 shares 2,375 $518K 0.2% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,331 shares; 2024Q4: 4,209 shares; 2025Q1: 4,068 shares; 2025Q2: 3,728 shares; 2025Q3: 3,674 shares; 2025Q4: 3,522 shares; 2026Q1: 3,522 shares; 2026Q2: 3,522 shares 3,522 $515K 0.2% 0 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: 4,724 shares; 2024Q4: 18,687 shares; 2025Q1: 18,543 shares; 2025Q2: 17,569 shares; 2025Q3: 17,271 shares; 2025Q4: 16,748 shares; 2026Q1: 15,148 shares; 2026Q2: 15,148 shares 15,148 $513K 0.2% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: 2,317 shares; 2025Q1: 2,436 shares; 2025Q2: 2,700 shares; 2025Q3: 2,972 shares; 2025Q4: 3,047 shares; 2026Q1: 3,077 shares; 2026Q2: 3,092 shares 3,092 $513K 0.2% +15 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,314 shares; 2024Q4: 5,730 shares; 2025Q1: 5,611 shares; 2025Q2: 5,553 shares; 2025Q3: 4,999 shares; 2025Q4: 4,923 shares; 2026Q1: 4,918 shares; 2026Q2: 4,918 shares 4,918 $511K 0.2% 0 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: 522 shares; 2024Q4: 524 shares; 2025Q1: 537 shares; 2025Q2: 540 shares; 2025Q3: 548 shares; 2025Q4: 517 shares; 2026Q1: 496 shares; 2026Q2: 492 shares 492 $498K 0.19% -4 Timeline SCHH 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: 13,430 shares; 2024Q4: 18,674 shares; 2025Q1: 18,812 shares; 2025Q2: 19,671 shares; 2025Q3: 22,020 shares; 2025Q4: 22,254 shares; 2026Q1: 20,361 shares; 2026Q2: 20,560 shares 20,560 $487K 0.19% +199 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: 5,490 shares; 2024Q4: 5,491 shares; 2025Q1: 6,327 shares; 2025Q2: 6,866 shares; 2025Q3: 7,562 shares; 2025Q4: 7,483 shares; 2026Q1: 7,790 shares; 2026Q2: 7,738 shares 7,738 $467K 0.18% -52 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,221 shares; 2026Q2: 1,819 shares 1,819 $465K 0.18% -402 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: 5,456 shares; 2024Q4: 5,069 shares; 2025Q1: 5,604 shares; 2025Q2: 5,821 shares; 2025Q3: 5,829 shares; 2025Q4: 5,776 shares; 2026Q1: 6,096 shares; 2026Q2: 5,922 shares 5,922 $463K 0.18% -174 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,675 shares; 2026Q1: 8,997 shares; 2026Q2: 8,739 shares 8,739 $458K 0.18% -258 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,582 shares; 2025Q1: 1,779 shares; 2025Q2: 1,779 shares; 2025Q3: 1,797 shares; 2025Q4: 1,803 shares; 2026Q1: 1,800 shares; 2026Q2: 1,799 shares 1,799 $458K 0.18% -1 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,850 shares; 2025Q1: 1,860 shares; 2025Q2: 1,780 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,555 shares; 2026Q2: 1,540 shares 1,540 $451K 0.18% -15 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: 1,718 shares; 2024Q4: 1,255 shares; 2025Q1: 1,408 shares; 2025Q2: 1,405 shares; 2025Q3: 1,407 shares; 2025Q4: 1,416 shares; 2026Q1: 1,415 shares; 2026Q2: 1,421 shares 1,421 $447K 0.17% +6 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: 1,537 shares; 2024Q4: 1,501 shares; 2025Q1: 1,478 shares; 2025Q2: 1,439 shares; 2025Q3: 1,539 shares; 2025Q4: 1,844 shares; 2026Q1: 1,825 shares; 2026Q2: 1,767 shares 1,767 $445K 0.17% -58 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,240 shares; 2024Q4: 3,615 shares; 2025Q1: 4,240 shares; 2025Q2: 4,165 shares; 2025Q3: 4,157 shares; 2025Q4: 3,921 shares; 2026Q1: 3,734 shares; 2026Q2: 3,742 shares 3,742 $442K 0.17% +8 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: 3,422 shares; 2024Q4: 3,380 shares; 2025Q1: 4,702 shares; 2025Q2: 5,179 shares; 2025Q3: 5,131 shares; 2025Q4: 5,083 shares; 2026Q1: 4,927 shares; 2026Q2: 4,322 shares 4,322 $417K 0.16% -605 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,476 shares; 2024Q4: 2,269 shares; 2025Q1: 2,215 shares; 2025Q2: 2,185 shares; 2025Q3: 2,150 shares; 2025Q4: 2,120 shares; 2026Q1: 2,116 shares; 2026Q2: 2,110 shares 2,110 $408K 0.16% -6 Timeline SCHC 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: 6,686 shares; 2024Q4: 8,748 shares; 2025Q1: 8,928 shares; 2025Q2: 6,336 shares; 2025Q3: 7,776 shares; 2025Q4: 7,911 shares; 2026Q1: 7,827 shares; 2026Q2: 8,440 shares 8,440 $406K 0.16% +613 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,008 shares; 2025Q2: 14,289 shares; 2025Q3: 15,162 shares; 2025Q4: 15,383 shares; 2026Q1: 16,105 shares; 2026Q2: 16,099 shares 16,099 $391K 0.15% -6 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: 3,447 shares; 2024Q4: 2,894 shares; 2025Q1: 2,795 shares; 2025Q2: 2,845 shares; 2025Q3: 2,991 shares; 2025Q4: 3,105 shares; 2026Q1: 3,204 shares; 2026Q2: 3,243 shares 3,243 $382K 0.15% +39 Timeline ONEY 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: 2,765 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares; 2026Q2: 2,855 shares 2,855 $366K 0.14% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 5,573 shares; 2025Q1: 5,482 shares; 2025Q2: 4,977 shares; 2025Q3: 4,877 shares; 2025Q4: 4,806 shares; 2026Q1: 4,796 shares; 2026Q2: 4,724 shares 4,724 $365K 0.14% -72 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: 6,773 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,418 shares; 2025Q4: 5,450 shares; 2026Q1: 6,308 shares; 2026Q2: 6,088 shares 6,088 $363K 0.14% -220 Timeline FNDE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,901 shares; 2026Q2: 9,150 shares 9,150 $363K 0.14% +2,249 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: 1,692 shares; 2024Q4: 1,631 shares; 2025Q1: 1,512 shares; 2025Q2: 1,424 shares; 2025Q3: 1,442 shares; 2025Q4: 982 shares; 2026Q1: 982 shares; 2026Q2: 982 shares 982 $362K 0.14% 0 Timeline IYW 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: 1,345 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,420 shares; 2026Q2: 1,420 shares 1,420 $358K 0.14% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,741 shares; 2024Q4: 1,733 shares; 2025Q1: 2,057 shares; 2025Q2: 2,050 shares; 2025Q3: 2,150 shares; 2025Q4: 2,272 shares; 2026Q1: 2,518 shares; 2026Q2: 2,286 shares 2,286 $358K 0.14% -232 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,280 shares; 2025Q1: not reported; 2025Q2: 3,675 shares; 2025Q3: 3,831 shares; 2025Q4: 3,325 shares; 2026Q1: 3,110 shares; 2026Q2: 3,035 shares 3,035 $354K 0.14% -75 Timeline VOX 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: 1,504 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,701 shares; 2026Q1: 1,702 shares; 2026Q2: 1,903 shares 1,903 $350K 0.14% +201 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: 12,429 shares; 2024Q4: 10,187 shares; 2025Q1: 9,020 shares; 2025Q2: 8,772 shares; 2025Q3: 8,589 shares; 2025Q4: 8,479 shares; 2026Q1: 8,436 shares; 2026Q2: 8,355 shares 8,355 $345K 0.13% -81 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 100 shares; 2025Q2: 99 shares; 2025Q3: 103 shares; 2025Q4: 104 shares; 2026Q1: 107 shares; 2026Q2: 108 shares 108 $345K 0.13% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,207 shares; 2025Q4: 5,572 shares; 2026Q1: 5,644 shares; 2026Q2: 5,927 shares 5,927 $345K 0.13% +283 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,978 shares; 2024Q4: 2,916 shares; 2025Q1: 2,916 shares; 2025Q2: 2,816 shares; 2025Q3: 3,941 shares; 2025Q4: 4,336 shares; 2026Q1: 4,357 shares; 2026Q2: 4,103 shares 4,103 $343K 0.13% -254 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,292 shares; 2025Q4: 2,338 shares; 2026Q1: 2,530 shares; 2026Q2: 2,493 shares 2,493 $341K 0.13% -37 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,361 shares; 2024Q4: 3,368 shares; 2025Q1: 3,065 shares; 2025Q2: 2,681 shares; 2025Q3: 2,553 shares; 2025Q4: 2,611 shares; 2026Q1: 2,611 shares; 2026Q2: 3,074 shares 3,074 $340K 0.13% +463 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,194 shares; 2024Q4: 6,254 shares; 2025Q1: 6,542 shares; 2025Q2: 6,601 shares; 2025Q3: 6,842 shares; 2025Q4: 6,185 shares; 2026Q1: 6,835 shares; 2026Q2: 6,015 shares 6,015 $339K 0.13% -820 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: 2,522 shares; 2024Q4: 2,601 shares; 2025Q1: 2,608 shares; 2025Q2: 2,620 shares; 2025Q3: 4,009 shares; 2025Q4: 4,137 shares; 2026Q1: 4,169 shares; 2026Q2: 4,285 shares 4,285 $339K 0.13% +116 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: 4,275 shares; 2026Q2: 6,686 shares 6,686 $338K 0.13% +2,411 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618 shares; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 463 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 461 shares; 2026Q2: 532 shares 532 $337K 0.13% +71 Timeline SCHP 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: not reported; 2024Q4: not reported; 2025Q1: 7,443 shares; 2025Q2: not reported; 2025Q3: 11,053 shares; 2025Q4: 11,887 shares; 2026Q1: 11,867 shares; 2026Q2: 12,720 shares 12,720 $337K 0.13% +853 Timeline VCR 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: 610 shares; 2024Q4: 610 shares; 2025Q1: 860 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 840 shares 840 $333K 0.13% -35 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,425 shares; 2024Q4: 3,356 shares; 2025Q1: 2,954 shares; 2025Q2: 2,521 shares; 2025Q3: 2,539 shares; 2025Q4: 2,373 shares; 2026Q1: 2,397 shares; 2026Q2: 2,371 shares 2,371 $332K 0.13% -26 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: 4,992 shares; 2024Q4: 4,175 shares; 2025Q1: 3,737 shares; 2025Q2: 3,740 shares; 2025Q3: 3,166 shares; 2025Q4: 3,194 shares; 2026Q1: 3,242 shares; 2026Q2: 3,236 shares 3,236 $331K 0.13% -6 Timeline VDC 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: 1,507 shares; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,460 shares; 2025Q3: 1,461 shares; 2025Q4: 1,462 shares; 2026Q1: 1,463 shares; 2026Q2: 1,464 shares 1,464 $330K 0.13% +1 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: 7,759 shares; 2024Q4: 5,718 shares; 2025Q1: 6,756 shares; 2025Q2: 6,297 shares; 2025Q3: 3,963 shares; 2025Q4: 4,546 shares; 2026Q1: 3,842 shares; 2026Q2: 3,942 shares 3,942 $327K 0.13% +100 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: 1,409 shares; 2024Q4: 1,131 shares; 2025Q1: 953 shares; 2025Q2: 964 shares; 2025Q3: 883 shares; 2025Q4: 773 shares; 2026Q1: 786 shares; 2026Q2: 854 shares 854 $301K 0.12% +68 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: 5,363 shares; 2024Q4: 4,894 shares; 2025Q1: 4,767 shares; 2025Q2: 5,505 shares; 2025Q3: 5,222 shares; 2025Q4: 5,197 shares; 2026Q1: 5,195 shares; 2026Q2: 5,201 shares 5,201 $300K 0.12% +6 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,616 shares; 2025Q3: 4,994 shares; 2025Q4: 4,880 shares; 2026Q1: 5,055 shares; 2026Q2: 5,305 shares 5,305 $289K 0.11% +250 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,948 shares; 2024Q4: 1,432 shares; 2025Q1: 1,382 shares; 2025Q2: 1,262 shares; 2025Q3: 1,048 shares; 2025Q4: 1,054 shares; 2026Q1: 1,008 shares; 2026Q2: 917 shares 917 $287K 0.11% -91 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,445 shares; 2026Q2: 1,595 shares 1,595 $283K 0.11% +150 Timeline VFH 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: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 2,150 shares 2,150 $283K 0.11% +400 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,720 shares; 2024Q4: not reported; 2025Q1: 1,730 shares; 2025Q2: 1,735 shares; 2025Q3: 1,700 shares; 2025Q4: 1,683 shares; 2026Q1: 1,676 shares; 2026Q2: 1,648 shares 1,648 $279K 0.11% -28 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 138 shares 138 $275K 0.11% new Timeline MUB 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: 2,564 shares; 2025Q4: 2,561 shares; 2026Q1: 2,562 shares; 2026Q2: 2,549 shares 2,549 $274K 0.11% -13 Timeline VIS 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: 895 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 822 shares; 2026Q1: 818 shares; 2026Q2: 750 shares 750 $270K 0.11% -68 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: 1,774 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,695 shares; 2025Q4: 1,720 shares; 2026Q1: 1,957 shares; 2026Q2: 2,130 shares 2,130 $270K 0.11% +173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,108 shares; 2025Q3: 2,220 shares; 2025Q4: 2,349 shares; 2026Q1: 2,495 shares; 2026Q2: 2,372 shares 2,372 $269K 0.1% -123 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,614 shares; 2024Q4: 5,787 shares; 2025Q1: 4,984 shares; 2025Q2: 4,471 shares; 2025Q3: 3,344 shares; 2025Q4: 3,064 shares; 2026Q1: 2,822 shares; 2026Q2: 2,406 shares 2,406 $263K 0.1% -416 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,575 shares; 2024Q4: 3,800 shares; 2025Q1: 5,002 shares; 2025Q2: 5,057 shares; 2025Q3: 5,057 shares; 2025Q4: 5,057 shares; 2026Q1: 5,057 shares; 2026Q2: 5,057 shares 5,057 $258K 0.1% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,726 shares; 2024Q4: 4,696 shares; 2025Q1: 4,665 shares; 2025Q2: 3,574 shares; 2025Q3: 3,529 shares; 2025Q4: 4,013 shares; 2026Q1: 3,971 shares; 2026Q2: 3,875 shares 3,875 $257K 0.1% -96 Timeline PWV 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: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares; 2026Q1: 4,290 shares; 2026Q2: 3,334 shares 3,334 $253K 0.1% -956 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: 753 shares; 2025Q4: 751 shares; 2026Q1: 763 shares; 2026Q2: 764 shares 764 $252K 0.1% +1 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,139 shares 1,139 $252K 0.1% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,887 shares; 2024Q4: 1,635 shares; 2025Q1: 1,566 shares; 2025Q2: 1,452 shares; 2025Q3: 643 shares; 2025Q4: 648 shares; 2026Q1: not reported; 2026Q2: 604 shares 604 $251K 0.1% new Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,273 shares 1,273 $249K 0.1% new 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: 3,127 shares; 2024Q4: 2,028 shares; 2025Q1: 1,764 shares; 2025Q2: 1,726 shares; 2025Q3: 1,660 shares; 2025Q4: 1,671 shares; 2026Q1: 1,566 shares; 2026Q2: 1,569 shares 1,569 $238K 0.09% +3 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: 767 shares; 2024Q4: 775 shares; 2025Q1: 772 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 765 shares; 2026Q1: 761 shares; 2026Q2: 474 shares 474 $237K 0.09% -287 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,783 shares; 2025Q4: 6,177 shares; 2026Q1: 6,118 shares; 2026Q2: 6,284 shares 6,284 $233K 0.09% +166 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 1,147 shares; 2025Q4: 1,300 shares; 2026Q1: 1,151 shares; 2026Q2: 1,164 shares 1,164 $232K 0.09% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares; 2025Q4: not reported; 2026Q1: 438 shares; 2026Q2: 436 shares 436 $226K 0.09% -2 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,801 shares; 2024Q4: 10,777 shares; 2025Q1: 10,480 shares; 2025Q2: 9,600 shares; 2025Q3: 6,362 shares; 2025Q4: 5,926 shares; 2026Q1: 5,517 shares; 2026Q2: 5,010 shares 5,010 $224K 0.09% -507 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 194 shares 194 $224K 0.09% new Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,493 shares; 2024Q4: 94,176 shares; 2025Q1: 13,739 shares; 2025Q2: 15,077 shares; 2025Q3: 11,811 shares; 2025Q4: 11,506 shares; 2026Q1: 8,308 shares; 2026Q2: 5,208 shares 5,208 $217K 0.08% -3,100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 235 shares; 2026Q1: 240 shares; 2026Q2: 229 shares 229 $214K 0.08% -11 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: 1,476 shares; 2024Q4: 1,393 shares; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: 1,386 shares; 2025Q4: 1,334 shares; 2026Q1: 1,474 shares; 2026Q2: 1,461 shares 1,461 $214K 0.08% -13 Timeline IYJ 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: 1,280 shares 1,280 $213K 0.08% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,048 shares; 2024Q4: 11,807 shares; 2025Q1: 10,841 shares; 2025Q2: 10,003 shares; 2025Q3: 8,790 shares; 2025Q4: 7,149 shares; 2026Q1: 3,845 shares; 2026Q2: 2,152 shares 2,152 $212K 0.08% -1,693 Timeline GNMA 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: 4,750 shares; 2026Q1: 4,750 shares; 2026Q2: 4,750 shares 4,750 $210K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 284 shares 284 $209K 0.08% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,071 shares 4,071 $206K 0.08% new 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: 2,623 shares; 2024Q4: 2,070 shares; 2025Q1: 1,985 shares; 2025Q2: 1,946 shares; 2025Q3: 1,963 shares; 2025Q4: 1,993 shares; 2026Q1: 1,987 shares; 2026Q2: 1,402 shares 1,402 $206K 0.08% -585 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,282 shares; 2025Q1: 1,293 shares; 2025Q2: 1,160 shares; 2025Q3: 1,178 shares; 2025Q4: 941 shares; 2026Q1: not reported; 2026Q2: 940 shares 940 $203K 0.08% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,587 shares; 2025Q3: 4,477 shares; 2025Q4: 4,133 shares; 2026Q1: 4,015 shares; 2026Q2: 4,015 shares 4,015 $203K 0.08% 0 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: 814 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 633 shares; 2026Q1: not reported; 2026Q2: 596 shares 596 $202K 0.08% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,945 shares; 2025Q2: 1,822 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,587 shares; 2026Q2: 1,586 shares 1,586 $200K 0.08% -1 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,845 shares; 2024Q4: 12,845 shares; 2025Q1: 12,845 shares; 2025Q2: 12,845 shares; 2025Q3: 12,845 shares; 2025Q4: 12,845 shares; 2026Q1: 12,845 shares; 2026Q2: 12,845 shares 12,845 $118K 0.05% 0 Timeline