ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 458,438 shares; 2025Q1: 461,311 shares; 2025Q2: 442,766 shares; 2025Q3: 455,366 shares; 2025Q4: 460,261 shares; 2026Q1: 357,629 shares; 2026Q2: 351,336 shares; 2026Q3: 338,675 shares 338,675 $56.3M 16.21% -12,661 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; 2024Q4: 131,400 shares; 2025Q1: 131,266 shares; 2025Q2: 147,018 shares; 2025Q3: 146,548 shares; 2025Q4: 146,032 shares; 2026Q1: 143,604 shares; 2026Q2: 142,495 shares; 2026Q3: 142,470 shares 142,470 $53.3M 15.35% -25 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; 2024Q4: not reported; 2025Q1: 769 shares; 2025Q2: 544 shares; 2025Q3: 546 shares; 2025Q4: 1,125 shares; 2026Q1: 30,960 shares; 2026Q2: 34,877 shares; 2026Q3: 34,540 shares 34,540 $24.2M 6.97% -337 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 345,623 shares; 2025Q1: 342,015 shares; 2025Q2: 313,548 shares; 2025Q3: 302,424 shares; 2025Q4: 298,260 shares; 2026Q1: 307,633 shares; 2026Q2: 304,730 shares; 2026Q3: 289,574 shares 289,574 $20.8M 6% -15,156 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; 2024Q4: 33,908 shares; 2025Q1: 32,029 shares; 2025Q2: 30,763 shares; 2025Q3: 30,294 shares; 2025Q4: 27,425 shares; 2026Q1: 26,681 shares; 2026Q2: 25,736 shares; 2026Q3: 25,276 shares 25,276 $18.7M 5.38% -460 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159,189 shares; 2025Q1: 159,082 shares; 2025Q2: 148,931 shares; 2025Q3: 142,411 shares; 2025Q4: 141,262 shares; 2026Q1: 142,317 shares; 2026Q2: 140,331 shares; 2026Q3: 136,198 shares 136,198 $18.5M 5.33% -4,133 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; 2024Q4: 47,477 shares; 2025Q1: 47,644 shares; 2025Q2: 54,401 shares; 2025Q3: 53,657 shares; 2025Q4: 53,465 shares; 2026Q1: 52,965 shares; 2026Q2: 212,771 shares; 2026Q3: 211,928 shares 211,928 $16.6M 4.78% -843 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,592 shares; 2025Q1: 47,044 shares; 2025Q2: 50,058 shares; 2025Q3: 47,664 shares; 2025Q4: 47,127 shares; 2026Q1: 47,101 shares; 2026Q2: 48,243 shares; 2026Q3: 48,665 shares 48,665 $16.2M 4.67% +422 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,865 shares; 2025Q1: 19,829 shares; 2025Q2: 19,801 shares; 2025Q3: 19,786 shares; 2025Q4: 19,689 shares; 2026Q1: 19,689 shares; 2026Q2: 19,689 shares; 2026Q3: 19,689 shares 19,689 $12.9M 3.72% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,388 shares; 2025Q1: 16,319 shares; 2025Q2: 16,522 shares; 2025Q3: 16,542 shares; 2025Q4: 16,458 shares; 2026Q1: 17,942 shares; 2026Q2: 17,402 shares; 2026Q3: 16,423 shares 16,423 $12.6M 3.62% -979 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,127 shares; 2025Q1: 29,127 shares; 2025Q2: 29,127 shares; 2025Q3: 29,127 shares; 2025Q4: 29,127 shares; 2026Q1: 29,127 shares; 2026Q2: 29,127 shares; 2026Q3: 29,127 shares 29,127 $12.6M 3.62% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96,762 shares; 2025Q1: 96,697 shares; 2025Q2: 117,449 shares; 2025Q3: 116,629 shares; 2025Q4: 114,045 shares; 2026Q1: 110,900 shares; 2026Q2: 109,689 shares; 2026Q3: 109,014 shares 109,014 $11.5M 3.32% -675 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,746 shares; 2025Q1: 16,006 shares; 2025Q2: 16,040 shares; 2025Q3: 15,041 shares; 2025Q4: 14,733 shares; 2026Q1: 15,185 shares; 2026Q2: 14,850 shares; 2026Q3: 15,009 shares 15,009 $5.16M 1.49% +159 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,777 shares; 2025Q1: 8,777 shares; 2025Q2: 9,112 shares; 2025Q3: 9,112 shares; 2025Q4: 9,112 shares; 2026Q1: 9,112 shares; 2026Q2: 36,448 shares; 2026Q3: 36,448 shares 36,448 $4.57M 1.31% 0 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,033 shares; 2025Q1: 62,033 shares; 2025Q2: 61,956 shares; 2025Q3: 61,927 shares; 2025Q4: 60,169 shares; 2026Q1: 65,508 shares; 2026Q2: 67,194 shares; 2026Q3: 67,194 shares 67,194 $3.92M 1.13% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,652 shares; 2025Q1: 10,537 shares; 2025Q2: 15,447 shares; 2025Q3: 15,239 shares; 2025Q4: 13,705 shares; 2026Q1: 13,557 shares; 2026Q2: 15,918 shares; 2026Q3: 16,615 shares 16,615 $3.79M 1.09% +697 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; 2024Q4: 8,364 shares; 2025Q1: 8,498 shares; 2025Q2: 13,531 shares; 2025Q3: 13,197 shares; 2025Q4: 13,201 shares; 2026Q1: 13,191 shares; 2026Q2: 13,284 shares; 2026Q3: 13,166 shares 13,166 $3.75M 1.08% -118 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,308 shares; 2025Q1: 9,188 shares; 2025Q2: 9,189 shares; 2025Q3: 9,189 shares; 2025Q4: 18,386 shares; 2026Q1: 18,966 shares; 2026Q2: 18,970 shares; 2026Q3: 18,971 shares 18,971 $3.71M 1.07% +1 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,712 shares; 2025Q1: 10,055 shares; 2025Q2: 10,492 shares; 2025Q3: 10,495 shares; 2025Q4: 10,406 shares; 2026Q1: 10,537 shares; 2026Q2: 10,322 shares; 2026Q3: 10,475 shares 10,475 $3.57M 1.03% +153 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,563 shares; 2025Q1: 14,872 shares; 2025Q2: 12,246 shares; 2025Q3: 13,201 shares; 2025Q4: 18,430 shares; 2026Q1: 11,403 shares; 2026Q2: 11,170 shares; 2026Q3: 11,218 shares 11,218 $3.42M 0.98% +48 Timeline XLY 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; 2024Q4: 14,787 shares; 2025Q1: 14,787 shares; 2025Q2: 14,787 shares; 2025Q3: 14,787 shares; 2025Q4: 29,574 shares; 2026Q1: 29,574 shares; 2026Q2: 29,574 shares; 2026Q3: 29,574 shares 29,574 $3.22M 0.93% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,416 shares; 2025Q1: 9,416 shares; 2025Q2: 9,416 shares; 2025Q3: 9,416 shares; 2025Q4: 9,416 shares; 2026Q1: 9,416 shares; 2026Q2: 9,416 shares; 2026Q3: 9,416 shares 9,416 $2.62M 0.75% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,205 shares; 2025Q1: 4,070 shares; 2025Q2: 4,138 shares; 2025Q3: 4,217 shares; 2025Q4: 4,084 shares; 2026Q1: 4,464 shares; 2026Q2: 4,776 shares; 2026Q3: 5,043 shares 5,043 $2.59M 0.74% +267 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,211 shares; 2025Q1: 10,211 shares; 2025Q2: 10,211 shares; 2025Q3: 10,211 shares; 2025Q4: 10,211 shares; 2026Q1: 10,211 shares; 2026Q2: 10,211 shares; 2026Q3: 10,211 shares 10,211 $2.53M 0.73% 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; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares; 2026Q2: 6,784 shares; 2026Q3: 6,784 shares 6,784 $2.42M 0.7% 0 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; 2024Q4: 3,958 shares; 2025Q1: 3,952 shares; 2025Q2: 5,485 shares; 2025Q3: 5,481 shares; 2025Q4: 5,607 shares; 2026Q1: 5,639 shares; 2026Q2: 6,494 shares; 2026Q3: 6,960 shares 6,960 $1.73M 0.5% +466 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,912 shares; 2025Q1: 21,912 shares; 2025Q2: 21,912 shares; 2025Q3: 21,912 shares; 2025Q4: 21,912 shares; 2026Q1: 21,796 shares; 2026Q2: 21,796 shares; 2026Q3: 21,796 shares 21,796 $1.37M 0.39% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,319 shares; 2025Q1: 12,319 shares; 2025Q2: 12,319 shares; 2025Q3: 12,319 shares; 2025Q4: 12,319 shares; 2026Q1: 12,319 shares; 2026Q2: 12,319 shares; 2026Q3: 12,319 shares 12,319 $1.32M 0.38% 0 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; 2024Q4: 1,424 shares; 2025Q1: 1,224 shares; 2025Q2: 1,224 shares; 2025Q3: 1,571 shares; 2025Q4: 1,574 shares; 2026Q1: 1,477 shares; 2026Q2: 1,477 shares; 2026Q3: 1,477 shares 1,477 $1.13M 0.32% 0 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; 2024Q4: 962 shares; 2025Q1: 971 shares; 2025Q2: 972 shares; 2025Q3: 980 shares; 2025Q4: 1,075 shares; 2026Q1: 1,176 shares; 2026Q2: 1,194 shares; 2026Q3: 1,372 shares 1,372 $995K 0.29% +178 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,477 shares; 2025Q1: 1,486 shares; 2025Q2: 1,493 shares; 2025Q3: 1,492 shares; 2025Q4: 1,501 shares; 2026Q1: 1,498 shares; 2026Q2: 1,713 shares; 2026Q3: 1,752 shares 1,752 $966K 0.28% +39 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,880 shares; 2025Q1: 1,862 shares; 2025Q2: 1,882 shares; 2025Q3: 1,922 shares; 2025Q4: 2,145 shares; 2026Q1: 2,079 shares; 2026Q2: 2,594 shares; 2026Q3: 2,691 shares 2,691 $945K 0.27% +97 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; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,344 shares; 2026Q1: 2,344 shares; 2026Q2: 2,344 shares; 2026Q3: 2,344 shares 2,344 $893K 0.26% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,044 shares; 2025Q1: 4,056 shares; 2025Q2: 4,057 shares; 2025Q3: 4,057 shares; 2025Q4: 4,066 shares; 2026Q1: 4,070 shares; 2026Q2: 4,474 shares; 2026Q3: 4,476 shares 4,476 $873K 0.25% +2 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; 2024Q4: 2,334 shares; 2025Q1: 2,058 shares; 2025Q2: 2,094 shares; 2025Q3: 2,093 shares; 2025Q4: 2,065 shares; 2026Q1: 2,428 shares; 2026Q2: 2,466 shares; 2026Q3: 2,501 shares 2,501 $827K 0.24% +35 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; 2024Q4: 519 shares; 2025Q1: 509 shares; 2025Q2: 535 shares; 2025Q3: 522 shares; 2025Q4: 547 shares; 2026Q1: 569 shares; 2026Q2: 655 shares; 2026Q3: 674 shares 674 $780K 0.22% +19 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; 2024Q4: 3,968 shares; 2025Q1: 3,962 shares; 2025Q2: 3,960 shares; 2025Q3: 3,861 shares; 2025Q4: 3,919 shares; 2026Q1: 4,060 shares; 2026Q2: 4,007 shares; 2026Q3: 4,239 shares 4,239 $777K 0.22% +232 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 592 shares; 2026Q2: 690 shares; 2026Q3: 718 shares 718 $765K 0.22% +28 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; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 1,394 shares; 2026Q2: 8,367 shares; 2026Q3: 8,367 shares 8,367 $754K 0.22% 0 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; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $747K 0.22% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,625 shares; 2025Q1: 6,625 shares; 2025Q2: 6,625 shares; 2025Q3: 6,625 shares; 2025Q4: 6,625 shares; 2026Q1: 6,625 shares; 2026Q2: 6,625 shares; 2026Q3: 6,625 shares 6,625 $735K 0.21% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,323 shares; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 1,356 shares; 2025Q4: 1,289 shares; 2026Q1: 1,307 shares; 2026Q2: 1,296 shares; 2026Q3: 1,293 shares 1,293 $661K 0.19% -3 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 639 shares; 2025Q3: 637 shares; 2025Q4: 653 shares; 2026Q1: 684 shares; 2026Q2: 741 shares; 2026Q3: 724 shares 724 $587K 0.17% -17 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,128 shares; 2025Q1: 1,317 shares; 2025Q2: 1,328 shares; 2025Q3: 1,367 shares; 2025Q4: 1,325 shares; 2026Q1: 1,350 shares; 2026Q2: 1,501 shares; 2026Q3: 1,644 shares 1,644 $583K 0.17% +143 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares; 2026Q2: 3,605 shares; 2026Q3: 3,605 shares 3,605 $578K 0.17% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 785 shares; 2026Q3: 886 shares 886 $542K 0.16% +101 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; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 800 shares; 2025Q3: 819 shares; 2025Q4: 809 shares; 2026Q1: 872 shares; 2026Q2: 836 shares; 2026Q3: 1,064 shares 1,064 $530K 0.15% +228 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,306 shares; 2025Q1: 21,414 shares; 2025Q2: 21,205 shares; 2025Q3: 21,205 shares; 2025Q4: 22,115 shares; 2026Q1: 22,273 shares; 2026Q2: 22,291 shares; 2026Q3: 22,320 shares 22,320 $485K 0.14% +29 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; 2024Q4: 1,482 shares; 2025Q1: 2,067 shares; 2025Q2: 2,209 shares; 2025Q3: 2,211 shares; 2025Q4: 2,213 shares; 2026Q1: 2,213 shares; 2026Q2: 2,213 shares; 2026Q3: 2,195 shares 2,195 $474K 0.14% -18 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; 2024Q4: not reported; 2025Q1: 1,778 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,815 shares; 2026Q1: 2,009 shares; 2026Q2: 2,789 shares; 2026Q3: 2,862 shares 2,862 $466K 0.13% +73 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; 2024Q4: 5,275 shares; 2025Q1: 6,676 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,064 shares; 2026Q1: 5,064 shares; 2026Q2: 5,740 shares; 2026Q3: 5,740 shares 5,740 $405K 0.12% 0 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; 2024Q4: 1,457 shares; 2025Q1: 1,476 shares; 2025Q2: 1,485 shares; 2025Q3: 1,487 shares; 2025Q4: 1,479 shares; 2026Q1: 1,440 shares; 2026Q2: 1,456 shares; 2026Q3: 1,423 shares 1,423 $405K 0.12% -33 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 888 shares; 2025Q1: 690 shares; 2025Q2: 1,036 shares; 2025Q3: 1,035 shares; 2025Q4: 1,061 shares; 2026Q1: 1,050 shares; 2026Q2: 1,022 shares; 2026Q3: 1,045 shares 1,045 $376K 0.11% +23 Timeline QTEC 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,174 shares; 2025Q3: 1,165 shares; 2025Q4: 1,115 shares; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares; 2026Q3: 1,090 shares 1,090 $359K 0.1% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,216 shares; 2025Q4: 1,240 shares; 2026Q1: 1,233 shares; 2026Q2: 1,305 shares; 2026Q3: 1,355 shares 1,355 $359K 0.1% +50 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,165 shares; 2025Q1: 1,117 shares; 2025Q2: 1,146 shares; 2025Q3: 1,148 shares; 2025Q4: 1,146 shares; 2026Q1: 1,200 shares; 2026Q2: 1,180 shares; 2026Q3: 1,310 shares 1,310 $343K 0.1% +130 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,127 shares 2,127 $321K 0.09% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 2,059 shares; 2025Q4: 2,049 shares; 2026Q1: 2,236 shares; 2026Q2: 2,200 shares; 2026Q3: 2,972 shares 2,972 $309K 0.09% +772 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; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 906 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: not reported; 2026Q2: 1,173 shares; 2026Q3: 1,176 shares 1,176 $303K 0.09% +3 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,373 shares; 2026Q3: 2,504 shares 2,504 $301K 0.09% +131 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,439 shares; 2025Q3: 2,439 shares; 2025Q4: 2,439 shares; 2026Q1: 2,795 shares; 2026Q2: 2,794 shares; 2026Q3: 2,794 shares 2,794 $290K 0.08% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,676 shares; 2026Q1: 2,676 shares; 2026Q2: 2,676 shares; 2026Q3: 2,676 shares 2,676 $286K 0.08% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,658 shares; 2026Q3: 1,584 shares 1,584 $283K 0.08% -74 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,500 shares 1,500 $278K 0.08% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,609 shares; 2026Q3: 1,910 shares 1,910 $278K 0.08% +301 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,836 shares; 2026Q3: 1,878 shares 1,878 $273K 0.08% +42 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209 shares; 2026Q3: 281 shares 281 $268K 0.08% +72 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,809 shares; 2025Q1: 2,825 shares; 2025Q2: 2,861 shares; 2025Q3: 2,854 shares; 2025Q4: 2,873 shares; 2026Q1: 2,848 shares; 2026Q2: 2,844 shares; 2026Q3: 2,758 shares 2,758 $259K 0.07% -86 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; 2024Q4: 496 shares; 2025Q1: 483 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 814 shares; 2026Q3: 692 shares 692 $254K 0.07% -122 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 241 shares; 2026Q3: 267 shares 267 $240K 0.07% +26 Timeline WSE WISE GROUP PLC More: the full row for WISE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,234 shares 20,234 $230K 0.07% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 963 shares; 2025Q4: 963 shares; 2026Q1: 963 shares; 2026Q2: 963 shares; 2026Q3: 963 shares 963 $222K 0.06% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 995 shares; 2026Q3: 995 shares 995 $221K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,367 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,094 shares 1,094 $205K 0.06% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 212 shares; 2026Q3: 212 shares 212 $202K 0.06% 0 Timeline