MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,904 shares; 2024Q4: 114,717 shares; 2025Q1: 114,669 shares; 2025Q2: 113,671 shares; 2025Q3: 113,053 shares; 2025Q4: 112,898 shares; 2026Q1: 112,126 shares; 2026Q2: 113,323 shares 113,323 $42.3M 6.62% +1,197 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: 158,631 shares; 2024Q4: 157,568 shares; 2025Q1: 153,121 shares; 2025Q2: 157,897 shares; 2025Q3: 146,417 shares; 2025Q4: 143,370 shares; 2026Q1: 142,802 shares; 2026Q2: 140,685 shares 140,685 $40.7M 6.38% -2,117 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: 53,675 shares; 2024Q4: 53,458 shares; 2025Q1: 52,759 shares; 2025Q2: 52,546 shares; 2025Q3: 51,717 shares; 2025Q4: 51,964 shares; 2026Q1: 51,584 shares; 2026Q2: 51,106 shares 51,106 $37.6M 5.89% -478 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: 33,187 shares; 2024Q4: 33,207 shares; 2025Q1: 33,693 shares; 2025Q2: 33,636 shares; 2025Q3: 33,358 shares; 2025Q4: 33,646 shares; 2026Q1: 33,549 shares; 2026Q2: 33,346 shares 33,346 $31.2M 4.88% -203 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: 167,519 shares; 2024Q4: 168,030 shares; 2025Q1: 171,342 shares; 2025Q2: 172,585 shares; 2025Q3: 170,019 shares; 2025Q4: 155,676 shares; 2026Q1: 155,856 shares; 2026Q2: 155,428 shares 155,428 $31.1M 4.87% -428 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: 71,484 shares; 2024Q4: 70,767 shares; 2025Q1: 69,251 shares; 2025Q2: 68,932 shares; 2025Q3: 68,381 shares; 2025Q4: 67,793 shares; 2026Q1: 67,016 shares; 2026Q2: 66,453 shares 66,453 $23.7M 3.72% -563 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: 98,548 shares; 2024Q4: 96,506 shares; 2025Q1: 92,739 shares; 2025Q2: 93,981 shares; 2025Q3: 93,958 shares; 2025Q4: 95,491 shares; 2026Q1: 96,481 shares; 2026Q2: 94,827 shares 94,827 $22.6M 3.54% -1,654 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: 57,853 shares; 2024Q4: 56,853 shares; 2025Q1: 56,940 shares; 2025Q2: 56,518 shares; 2025Q3: 55,217 shares; 2025Q4: 53,139 shares; 2026Q1: 52,570 shares; 2026Q2: 52,119 shares 52,119 $19.7M 3.08% -451 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: 40,531 shares; 2024Q4: 40,345 shares; 2025Q1: 40,336 shares; 2025Q2: 40,071 shares; 2025Q3: 39,718 shares; 2025Q4: 39,654 shares; 2026Q1: 38,597 shares; 2026Q2: 38,654 shares 38,654 $19.3M 3.03% +57 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: 18,603 shares; 2024Q4: 18,410 shares; 2025Q1: 18,326 shares; 2025Q2: 18,241 shares; 2025Q3: 17,932 shares; 2025Q4: 17,769 shares; 2026Q1: 17,616 shares; 2026Q2: 17,239 shares 17,239 $18.4M 2.87% -377 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,262 shares; 2024Q4: 511,262 shares; 2025Q1: 539,060 shares; 2025Q2: 560,252 shares; 2025Q3: 555,772 shares; 2025Q4: 576,328 shares; 2026Q1: 577,786 shares; 2026Q2: 578,519 shares 578,519 $18.3M 2.87% +733 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,015 shares; 2024Q4: 148,317 shares; 2025Q1: 148,760 shares; 2025Q2: 148,090 shares; 2025Q3: 147,006 shares; 2025Q4: 143,882 shares; 2026Q1: 142,759 shares; 2026Q2: 141,722 shares 141,722 $16.6M 2.6% -1,037 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: 117,189 shares; 2024Q4: 116,673 shares; 2025Q1: 118,081 shares; 2025Q2: 119,427 shares; 2025Q3: 118,877 shares; 2025Q4: 116,880 shares; 2026Q1: 114,676 shares; 2026Q2: 113,754 shares 113,754 $11.6M 1.82% -922 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,717 shares; 2024Q4: 87,455 shares; 2025Q1: 88,572 shares; 2025Q2: 89,184 shares; 2025Q3: 87,982 shares; 2025Q4: 87,694 shares; 2026Q1: 87,592 shares; 2026Q2: 88,508 shares 88,508 $8.96M 1.4% +916 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,443 shares; 2024Q4: 71,365 shares; 2025Q1: 75,924 shares; 2025Q2: 83,186 shares; 2025Q3: 88,274 shares; 2025Q4: 96,156 shares; 2026Q1: 101,964 shares; 2026Q2: 102,085 shares 102,085 $8.55M 1.34% +121 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,263 shares; 2026Q2: 6,971 shares 6,971 $8.19M 1.28% -292 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,851 shares; 2026Q2: 5,724 shares 5,724 $6.87M 1.08% -127 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,064 shares; 2025Q4: 22,574 shares; 2026Q1: 27,820 shares; 2026Q2: 31,265 shares 31,265 $6.65M 1.04% +3,445 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: 17,075 shares; 2024Q4: 16,274 shares; 2025Q1: 15,569 shares; 2025Q2: 15,766 shares; 2025Q3: 15,001 shares; 2025Q4: 14,988 shares; 2026Q1: 15,237 shares; 2026Q2: 15,310 shares 15,310 $6.44M 1.01% +73 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: 16,442 shares; 2024Q4: 16,697 shares; 2025Q1: 16,456 shares; 2025Q2: 16,664 shares; 2025Q3: 16,983 shares; 2025Q4: 16,967 shares; 2026Q1: 17,207 shares; 2026Q2: 16,849 shares 16,849 $6.21M 0.97% -358 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: 16,373 shares; 2024Q4: 16,374 shares; 2025Q1: 17,026 shares; 2025Q2: 23,791 shares; 2025Q3: 16,547 shares; 2025Q4: 16,393 shares; 2026Q1: 15,967 shares; 2026Q2: 16,076 shares 16,076 $5.68M 0.89% +109 Timeline SCHB 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: 59,727 shares; 2024Q4: 167,615 shares; 2025Q1: 174,387 shares; 2025Q2: 178,847 shares; 2025Q3: 176,637 shares; 2025Q4: 184,836 shares; 2026Q1: 186,262 shares; 2026Q2: 188,731 shares 188,731 $5.47M 0.86% +2,469 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,936 shares; 2026Q2: 7,149 shares 7,149 $5.46M 0.85% +213 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: 25,434 shares; 2024Q4: 26,304 shares; 2025Q1: 27,317 shares; 2025Q2: 27,318 shares; 2025Q3: 26,997 shares; 2025Q4: 26,682 shares; 2026Q1: 25,194 shares; 2026Q2: 24,721 shares 24,721 $5.39M 0.84% -473 Timeline TSBK TIMBERLAND BANCORP INC More: the full row for TIMBERLAND BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,163 shares; 2024Q4: 121,236 shares; 2025Q1: 120,798 shares; 2025Q2: 120,809 shares; 2025Q3: 120,746 shares; 2025Q4: 120,203 shares; 2026Q1: 120,067 shares; 2026Q2: 119,504 shares 119,504 $5.35M 0.84% -563 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: 44,110 shares; 2024Q4: 43,297 shares; 2025Q1: 42,949 shares; 2025Q2: 40,973 shares; 2025Q3: 40,775 shares; 2025Q4: 39,283 shares; 2026Q1: 38,267 shares; 2026Q2: 38,160 shares 38,160 $5.33M 0.83% -107 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,412 shares; 2024Q4: 236,027 shares; 2025Q1: 234,065 shares; 2025Q2: 232,857 shares; 2025Q3: 177,417 shares; 2025Q4: 177,447 shares; 2026Q1: 175,051 shares; 2026Q2: 175,064 shares 175,064 $5.19M 0.81% +13 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: 20,117 shares; 2024Q4: 17,371 shares; 2025Q1: 14,511 shares; 2025Q2: 14,938 shares; 2025Q3: 15,650 shares; 2025Q4: 17,926 shares; 2026Q1: 22,285 shares; 2026Q2: 23,722 shares 23,722 $5.14M 0.8% +1,437 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,355 shares; 2024Q4: 77,850 shares; 2025Q1: 71,260 shares; 2025Q2: 68,790 shares; 2025Q3: 66,964 shares; 2025Q4: 64,944 shares; 2026Q1: 60,505 shares; 2026Q2: 62,236 shares 62,236 $4.85M 0.76% +1,731 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: 14,198 shares; 2024Q4: 14,138 shares; 2025Q1: 14,402 shares; 2025Q2: 14,477 shares; 2025Q3: 14,194 shares; 2025Q4: 14,292 shares; 2026Q1: 14,074 shares; 2026Q2: 13,923 shares 13,923 $4.56M 0.71% -151 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: 19,590 shares; 2024Q4: 19,510 shares; 2025Q1: 19,508 shares; 2025Q2: 19,438 shares; 2025Q3: 19,401 shares; 2025Q4: 19,415 shares; 2026Q1: 19,183 shares; 2026Q2: 18,913 shares 18,913 $4.48M 0.7% -270 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: 17,764 shares; 2024Q4: 17,474 shares; 2025Q1: 17,909 shares; 2025Q2: 17,961 shares; 2025Q3: 16,056 shares; 2025Q4: 15,790 shares; 2026Q1: 15,654 shares; 2026Q2: 15,679 shares 15,679 $3.98M 0.62% +25 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: 10,628 shares; 2024Q4: 10,401 shares; 2025Q1: 10,692 shares; 2025Q2: 12,183 shares; 2025Q3: 10,739 shares; 2025Q4: 10,444 shares; 2026Q1: 10,389 shares; 2026Q2: 10,210 shares 10,210 $3.78M 0.59% -179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,438 shares; 2026Q2: 6,344 shares 6,344 $3.57M 0.56% +906 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,086 shares; 2026Q2: 8,184 shares 8,184 $3.49M 0.55% +98 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,080 shares; 2024Q4: 28,603 shares; 2025Q1: 28,916 shares; 2025Q2: 28,921 shares; 2025Q3: 28,318 shares; 2025Q4: 28,133 shares; 2026Q1: 28,022 shares; 2026Q2: 26,733 shares 26,733 $3.21M 0.5% -1,289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,267 shares; 2026Q2: 4,281 shares 4,281 $3.2M 0.5% +14 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,792 shares; 2024Q4: 42,218 shares; 2025Q1: 40,085 shares; 2025Q2: 36,660 shares; 2025Q3: 37,007 shares; 2025Q4: 35,774 shares; 2026Q1: 36,693 shares; 2026Q2: 36,763 shares 36,763 $3.18M 0.5% +70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,726 shares; 2026Q2: 5,438 shares 5,438 $3.16M 0.49% -288 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: 21,258 shares; 2024Q4: 20,962 shares; 2025Q1: 22,102 shares; 2025Q2: 22,047 shares; 2025Q3: 20,639 shares; 2025Q4: 23,664 shares; 2026Q1: 21,058 shares; 2026Q2: 19,810 shares 19,810 $2.9M 0.45% -1,248 Timeline SCHZ 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: 12,013 shares; 2024Q4: 46,096 shares; 2025Q1: 54,496 shares; 2025Q2: 55,053 shares; 2025Q3: 59,257 shares; 2025Q4: 64,989 shares; 2026Q1: 75,309 shares; 2026Q2: 123,338 shares 123,338 $2.85M 0.45% +48,029 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: 10,745 shares; 2024Q4: 10,758 shares; 2025Q1: 11,006 shares; 2025Q2: 10,734 shares; 2025Q3: 10,601 shares; 2025Q4: 10,768 shares; 2026Q1: 10,738 shares; 2026Q2: 10,171 shares 10,171 $2.75M 0.43% -567 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,122 shares; 2026Q2: 8,010 shares 8,010 $2.75M 0.43% -112 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: 23,951 shares; 2024Q4: 23,802 shares; 2025Q1: 24,188 shares; 2025Q2: 24,155 shares; 2025Q3: 23,684 shares; 2025Q4: 22,922 shares; 2026Q1: 23,116 shares; 2026Q2: 23,194 shares 23,194 $2.72M 0.43% +78 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,767 shares; 2026Q2: 3,710 shares 3,710 $2.68M 0.42% -57 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: 24,079 shares; 2024Q4: 24,173 shares; 2025Q1: 24,764 shares; 2025Q2: 24,858 shares; 2025Q3: 24,481 shares; 2025Q4: 24,381 shares; 2026Q1: 24,451 shares; 2026Q2: 23,567 shares 23,567 $2.67M 0.42% -884 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: 20,949 shares; 2024Q4: 20,863 shares; 2025Q1: 20,321 shares; 2025Q2: 29,177 shares; 2025Q3: 19,000 shares; 2025Q4: 18,615 shares; 2026Q1: 18,483 shares; 2026Q2: 18,151 shares 18,151 $2.48M 0.39% -332 Timeline SCHF 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: 26,635 shares; 2024Q4: 54,746 shares; 2025Q1: 65,181 shares; 2025Q2: 76,028 shares; 2025Q3: 75,856 shares; 2025Q4: 83,327 shares; 2026Q1: 86,756 shares; 2026Q2: 86,606 shares 86,606 $2.4M 0.38% -150 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,792 shares; 2024Q4: 28,317 shares; 2025Q1: 35,348 shares; 2025Q2: 36,319 shares; 2025Q3: 36,719 shares; 2025Q4: 37,019 shares; 2026Q1: 37,549 shares; 2026Q2: 33,199 shares 33,199 $2.4M 0.38% -4,350 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,249 shares; 2026Q2: 3,464 shares 3,464 $2.38M 0.37% +215 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,709 shares; 2026Q2: 5,709 shares 5,709 $2.34M 0.37% 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: 11,536 shares; 2024Q4: 36,725 shares; 2025Q1: 38,435 shares; 2025Q2: 49,804 shares; 2025Q3: 52,434 shares; 2025Q4: 62,159 shares; 2026Q1: 66,962 shares; 2026Q2: 68,900 shares 68,900 $2.33M 0.37% +1,938 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 2,070 shares; 2026Q2: 2,007 shares 2,007 $2.27M 0.36% -63 Timeline IWM 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: 7,626 shares; 2026Q2: 7,544 shares 7,544 $2.27M 0.35% -82 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 10,785 shares; 2026Q2: 8,943 shares 8,943 $2.19M 0.34% -1,842 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,360 shares; 2026Q2: 9,753 shares 9,753 $2.17M 0.34% +393 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,262 shares; 2026Q1: 30,575 shares; 2026Q2: 30,375 shares 30,375 $2.17M 0.34% -200 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: 25,365 shares; 2024Q4: 23,913 shares; 2025Q1: 21,063 shares; 2025Q2: 20,847 shares; 2025Q3: 20,247 shares; 2025Q4: 19,934 shares; 2026Q1: 18,922 shares; 2026Q2: 18,512 shares 18,512 $2.16M 0.34% -410 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,835 shares; 2024Q4: 22,167 shares; 2025Q1: 24,658 shares; 2025Q2: 25,572 shares; 2025Q3: 27,715 shares; 2025Q4: 27,259 shares; 2026Q1: 29,328 shares; 2026Q2: 29,878 shares 29,878 $2.13M 0.33% +550 Timeline SCHA 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: 22,757 shares; 2024Q4: 45,037 shares; 2025Q1: 48,280 shares; 2025Q2: 53,160 shares; 2025Q3: 53,893 shares; 2025Q4: 56,906 shares; 2026Q1: 59,750 shares; 2026Q2: 58,797 shares 58,797 $2.12M 0.33% -953 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,700 shares; 2026Q2: 5,961 shares 5,961 $2.1M 0.33% -739 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,387 shares; 2026Q2: 24,771 shares 24,771 $2M 0.31% +18,384 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: 13,664 shares; 2024Q4: 13,434 shares; 2025Q1: 14,124 shares; 2025Q2: 14,123 shares; 2025Q3: 13,713 shares; 2025Q4: 13,463 shares; 2026Q1: 13,411 shares; 2026Q2: 11,935 shares 11,935 $1.98M 0.31% -1,476 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,797 shares; 2026Q2: 22,654 shares 22,654 $1.95M 0.31% +18,857 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,157 shares; 2026Q2: 5,157 shares 5,157 $1.93M 0.3% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,755 shares; 2026Q2: 4,013 shares 4,013 $1.92M 0.3% +258 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,910 shares; 2024Q4: 14,182 shares; 2025Q1: 13,252 shares; 2025Q2: 12,166 shares; 2025Q3: 12,162 shares; 2025Q4: 12,148 shares; 2026Q1: 10,942 shares; 2026Q2: 10,308 shares 10,308 $1.9M 0.3% -634 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,533 shares; 2026Q2: 7,509 shares 7,509 $1.89M 0.3% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,295 shares; 2026Q2: 7,258 shares 7,258 $1.83M 0.29% -37 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,950 shares; 2025Q2: not reported; 2025Q3: 19,900 shares; 2025Q4: 24,525 shares; 2026Q1: 25,025 shares; 2026Q2: 25,550 shares 25,550 $1.72M 0.27% +525 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,772 shares; 2026Q2: 14,176 shares 14,176 $1.69M 0.27% +12,404 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,313 shares; 2026Q2: 6,143 shares 6,143 $1.67M 0.26% -170 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,810 shares; 2026Q2: 3,835 shares 3,835 $1.66M 0.26% +25 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: 15,848 shares; 2024Q4: 14,973 shares; 2025Q1: 15,225 shares; 2025Q2: 14,585 shares; 2025Q3: 12,807 shares; 2025Q4: 12,720 shares; 2026Q1: 12,729 shares; 2026Q2: 12,629 shares 12,629 $1.62M 0.25% -100 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: 40,195 shares; 2024Q4: 38,937 shares; 2025Q1: 37,345 shares; 2025Q2: 37,537 shares; 2025Q3: 33,766 shares; 2025Q4: 32,930 shares; 2026Q1: 32,655 shares; 2026Q2: 28,363 shares 28,363 $1.62M 0.25% -4,292 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: 16,149 shares; 2024Q4: 40,402 shares; 2025Q1: 43,013 shares; 2025Q2: 45,526 shares; 2025Q3: 43,860 shares; 2025Q4: 47,562 shares; 2026Q1: 47,112 shares; 2026Q2: 45,883 shares 45,883 $1.6M 0.25% -1,229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,423 shares; 2026Q2: 2,424 shares 2,424 $1.54M 0.24% +1 Timeline SCHE 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: 36,798 shares; 2024Q4: 38,468 shares; 2025Q1: 38,150 shares; 2025Q2: 37,782 shares; 2025Q3: 39,009 shares; 2025Q4: 38,939 shares; 2026Q1: 40,577 shares; 2026Q2: 42,042 shares 42,042 $1.52M 0.24% +1,465 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.23% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,143 shares; 2026Q2: 4,963 shares 4,963 $1.48M 0.23% -180 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,097 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,879 shares; 2026Q2: 2,904 shares 2,904 $1.48M 0.23% +25 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,725 shares; 2026Q2: 4,670 shares 4,670 $1.42M 0.22% -55 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: 24,189 shares; 2024Q4: 24,152 shares; 2025Q1: 23,773 shares; 2025Q2: 23,634 shares; 2025Q3: 23,073 shares; 2025Q4: 22,985 shares; 2026Q1: 22,795 shares; 2026Q2: 22,795 shares 22,795 $1.36M 0.21% 0 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: 11,359 shares; 2024Q4: 11,309 shares; 2025Q1: 11,292 shares; 2025Q2: 11,237 shares; 2025Q3: 11,084 shares; 2025Q4: not reported; 2026Q1: 8,619 shares; 2026Q2: 8,731 shares 8,731 $1.28M 0.2% +112 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,804 shares; 2026Q2: 6,736 shares 6,736 $1.28M 0.2% -68 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,566 shares; 2026Q2: 3,459 shares 3,459 $1.25M 0.2% -107 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,347 shares; 2025Q2: 15,061 shares; 2025Q3: 18,071 shares; 2025Q4: 23,335 shares; 2026Q1: 24,895 shares; 2026Q2: 32,576 shares 32,576 $1.24M 0.19% +7,681 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: 4,357 shares; 2026Q2: 4,797 shares 4,797 $1.23M 0.19% +440 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,371 shares; 2026Q2: 3,542 shares 3,542 $1.21M 0.19% -829 Timeline SCHX 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: 11,804 shares; 2024Q4: 35,468 shares; 2025Q1: 33,022 shares; 2025Q2: 33,074 shares; 2025Q3: 32,679 shares; 2025Q4: 32,732 shares; 2026Q1: 40,059 shares; 2026Q2: 40,122 shares 40,122 $1.18M 0.18% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,194 shares; 2026Q2: 7,851 shares 7,851 $1.08M 0.17% -343 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,891 shares; 2026Q2: 5,484 shares 5,484 $1.04M 0.16% -407 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: 892 shares; 2026Q2: 896 shares 896 $1.03M 0.16% +4 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,074 shares; 2024Q4: 11,301 shares; 2025Q1: 11,541 shares; 2025Q2: 16,652 shares; 2025Q3: 11,466 shares; 2025Q4: 11,467 shares; 2026Q1: 11,622 shares; 2026Q2: 11,645 shares 11,645 $996K 0.16% +23 Timeline IVE 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: 4,252 shares; 2026Q2: 4,252 shares 4,252 $965K 0.15% 0 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: 14,023 shares; 2024Q4: 13,867 shares; 2025Q1: 11,377 shares; 2025Q2: 11,349 shares; 2025Q3: 11,005 shares; 2025Q4: 10,986 shares; 2026Q1: 11,128 shares; 2026Q2: 11,625 shares 11,625 $961K 0.15% +497 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,536 shares; 2026Q2: 8,559 shares 8,559 $947K 0.15% +23 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,119 shares; 2026Q2: 10,749 shares 10,749 $943K 0.15% +1,630 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,382 shares; 2026Q2: 2,382 shares 2,382 $938K 0.15% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,945 shares; 2026Q2: 9,013 shares 9,013 $936K 0.15% +68 Timeline IEF 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: 13,160 shares; 2025Q1: 13,294 shares; 2025Q2: 13,528 shares; 2025Q3: 11,298 shares; 2025Q4: not reported; 2026Q1: 9,841 shares; 2026Q2: 9,859 shares 9,859 $932K 0.15% +18 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: 13,821 shares; 2024Q4: 13,821 shares; 2025Q1: 16,821 shares; 2025Q2: 16,821 shares; 2025Q3: 17,148 shares; 2025Q4: 17,198 shares; 2026Q1: 17,301 shares; 2026Q2: 17,198 shares 17,198 $922K 0.14% -103 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,869 shares; 2026Q2: 7,200 shares 7,200 $911K 0.14% -669 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,586 shares; 2026Q2: 5,586 shares 5,586 $883K 0.14% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,988 shares; 2024Q4: 18,833 shares; 2025Q1: 19,193 shares; 2025Q2: 19,478 shares; 2025Q3: 19,506 shares; 2025Q4: 18,495 shares; 2026Q1: 17,165 shares; 2026Q2: 16,458 shares 16,458 $880K 0.14% -707 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW 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: 2,363 shares; 2026Q2: 2,313 shares 2,313 $857K 0.13% -50 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: 11,242 shares; 2024Q4: 10,871 shares; 2025Q1: 11,571 shares; 2025Q2: 11,334 shares; 2025Q3: 11,086 shares; 2025Q4: 10,618 shares; 2026Q1: 10,529 shares; 2026Q2: 10,543 shares 10,543 $857K 0.13% +14 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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: 8,027 shares; 2026Q2: 7,782 shares 7,782 $809K 0.13% -245 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,003 shares; 2026Q2: 4,746 shares 4,746 $796K 0.12% -257 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,752 shares; 2026Q2: 6,752 shares 6,752 $792K 0.12% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,042 shares; 2026Q2: 1,039 shares 1,039 $778K 0.12% -3 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,951 shares; 2026Q2: 4,866 shares 4,866 $772K 0.12% -85 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,545 shares; 2026Q2: 2,579 shares 2,579 $769K 0.12% +34 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 1,546 shares; 2026Q2: 9,276 shares 9,276 $766K 0.12% +7,730 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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: 2,127 shares; 2026Q2: 2,125 shares 2,125 $753K 0.12% -2 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,498 shares; 2026Q2: 1,498 shares 1,498 $736K 0.12% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,424 shares; 2024Q4: 19,320 shares; 2025Q1: 19,039 shares; 2025Q2: 29,593 shares; 2025Q3: 18,215 shares; 2025Q4: 18,418 shares; 2026Q1: 17,774 shares; 2026Q2: 17,287 shares 17,287 $732K 0.11% -487 Timeline FNDF 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: 11,736 shares; 2024Q4: 11,697 shares; 2025Q1: 11,686 shares; 2025Q2: 11,929 shares; 2025Q3: 13,841 shares; 2025Q4: 13,841 shares; 2026Q1: 13,334 shares; 2026Q2: 13,334 shares 13,334 $704K 0.11% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,016 shares; 2026Q2: 3,019 shares 3,019 $666K 0.1% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,184 shares; 2026Q2: 6,844 shares 6,844 $659K 0.1% -340 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 6,453 shares; 2026Q2: 6,253 shares 6,253 $639K 0.1% -200 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,866 shares; 2026Q2: 3,888 shares 3,888 $639K 0.1% +22 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,832 shares 2,832 $634K 0.1% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,269 shares; 2024Q4: 32,105 shares; 2025Q1: 32,348 shares; 2025Q2: 32,366 shares; 2025Q3: 33,115 shares; 2025Q4: 32,178 shares; 2026Q1: 30,570 shares; 2026Q2: 30,426 shares 30,426 $630K 0.1% -144 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,317 shares; 2026Q2: 1,222 shares 1,222 $628K 0.1% -95 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: not reported; 2024Q4: 10,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,704 shares; 2026Q2: 4,627 shares 4,627 $626K 0.1% -77 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: 2,832 shares 2,832 $626K 0.1% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,792 shares; 2026Q2: 3,764 shares 3,764 $609K 0.1% -28 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,220 shares; 2026Q2: 3,208 shares 3,208 $594K 0.09% -12 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,279 shares; 2026Q2: 2,179 shares 2,179 $589K 0.09% -100 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 1,135 shares; 2026Q2: 1,135 shares 1,135 $578K 0.09% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,895 shares; 2026Q2: 3,849 shares 3,849 $551K 0.09% -46 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $550K 0.09% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,696 shares; 2026Q2: 8,480 shares 8,480 $533K 0.08% -216 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,795 shares; 2026Q2: 2,795 shares 2,795 $532K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,222 shares; 2026Q2: 2,216 shares 2,216 $527K 0.08% -6 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,004 shares; 2024Q4: 14,945 shares; 2025Q1: 14,936 shares; 2025Q2: 13,599 shares; 2025Q3: 13,921 shares; 2025Q4: 13,765 shares; 2026Q1: 13,288 shares; 2026Q2: 12,779 shares 12,779 $525K 0.08% -509 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW 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: 5,707 shares; 2026Q2: 6,007 shares 6,007 $522K 0.08% +300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,684 shares; 2026Q2: 3,685 shares 3,685 $516K 0.08% +1 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,757 shares; 2024Q4: 15,884 shares; 2025Q1: 15,442 shares; 2025Q2: 16,543 shares; 2025Q3: 15,615 shares; 2025Q4: 24,128 shares; 2026Q1: 22,106 shares; 2026Q2: 20,957 shares 20,957 $505K 0.08% -1,149 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,735 shares; 2026Q2: 5,487 shares 5,487 $498K 0.08% -248 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: not reported; 2025Q4: not reported; 2026Q1: 3,609 shares; 2026Q2: 3,609 shares 3,609 $494K 0.08% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,539 shares; 2025Q3: 13,455 shares; 2025Q4: 13,481 shares; 2026Q1: 13,407 shares; 2026Q2: 13,402 shares 13,402 $493K 0.08% -5 Timeline EEM 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: 7,104 shares; 2026Q2: 7,104 shares 7,104 $486K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,179 shares; 2026Q2: 4,940 shares 4,940 $477K 0.07% -239 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,853 shares; 2026Q2: 1,858 shares 1,858 $473K 0.07% +5 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,902 shares; 2026Q2: 2,955 shares 2,955 $468K 0.07% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,097 shares; 2026Q2: 2,097 shares 2,097 $467K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,892 shares; 2026Q2: 1,656 shares 1,656 $466K 0.07% -236 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,137 shares; 2025Q4: 15,137 shares; 2026Q1: 15,137 shares; 2026Q2: 15,137 shares 15,137 $462K 0.07% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,058 shares; 2026Q2: 3,022 shares 3,022 $458K 0.07% -36 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,383 shares; 2025Q1: 11,987 shares; 2025Q2: 11,999 shares; 2025Q3: 11,411 shares; 2025Q4: 11,734 shares; 2026Q1: 12,293 shares; 2026Q2: 12,297 shares 12,297 $453K 0.07% +4 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,968 shares; 2026Q2: 3,837 shares 3,837 $453K 0.07% -131 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,688 shares; 2026Q2: 5,060 shares 5,060 $448K 0.07% +372 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,319 shares; 2026Q2: 1,404 shares 1,404 $447K 0.07% +85 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 438 shares; 2026Q2: 439 shares 439 $444K 0.07% +1 Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 4,947 shares; 2026Q2: 5,065 shares 5,065 $429K 0.07% +118 Timeline SYY SYSCO CORP More: the full row for SYSCO 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: 5,313 shares; 2026Q2: 5,119 shares 5,119 $428K 0.07% -194 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,226 shares; 2026Q2: 3,231 shares 3,231 $427K 0.07% +5 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,549 shares; 2026Q2: 2,609 shares 2,609 $426K 0.07% +60 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS 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: 4,043 shares; 2026Q2: 3,834 shares 3,834 $412K 0.06% -209 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,542 shares; 2024Q4: 22,874 shares; 2025Q1: 25,297 shares; 2025Q2: 20,367 shares; 2025Q3: 20,137 shares; 2025Q4: 20,624 shares; 2026Q1: 20,637 shares; 2026Q2: 17,041 shares 17,041 $408K 0.06% -3,596 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,409 shares; 2026Q2: 1,184 shares 1,184 $407K 0.06% -225 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,944 shares; 2024Q4: 11,382 shares; 2025Q1: 10,782 shares; 2025Q2: 10,782 shares; 2025Q3: 11,006 shares; 2025Q4: 11,259 shares; 2026Q1: 8,549 shares; 2026Q2: 8,401 shares 8,401 $399K 0.06% -148 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: 2,384 shares; 2026Q2: 2,384 shares 2,384 $397K 0.06% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,606 shares; 2026Q2: 3,595 shares 3,595 $397K 0.06% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 935 shares; 2026Q2: 952 shares 952 $396K 0.06% +17 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,698 shares; 2026Q2: 4,282 shares 4,282 $395K 0.06% -416 Timeline ATI ATI INC More: the full row for ATI 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: 1,998 shares; 2026Q2: 1,998 shares 1,998 $394K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,727 shares; 2026Q2: 2,640 shares 2,640 $386K 0.06% -87 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,951 shares; 2026Q2: 5,951 shares 5,951 $384K 0.06% 0 Timeline PTLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,543 shares; 2026Q2: 6,543 shares 6,543 $381K 0.06% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,994 shares; 2026Q2: 1,994 shares 1,994 $380K 0.06% 0 Timeline IWY 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: 1,305 shares; 2026Q2: 1,305 shares 1,305 $379K 0.06% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2026Q1: 1,999 shares; 2026Q2: 1,966 shares 1,966 $373K 0.06% -33 Timeline IXUS 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: 3,900 shares; 2026Q2: 3,900 shares 3,900 $372K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,140 shares; 2026Q2: 6,144 shares 6,144 $371K 0.06% +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: 692 shares; 2026Q2: 569 shares 569 $365K 0.06% -123 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD 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: 4,726 shares; 2026Q2: 4,824 shares 4,824 $364K 0.06% +98 Timeline CTAS CINTAS CORP More: the full row for CINTAS 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: 2,128 shares; 2026Q2: 2,128 shares 2,128 $362K 0.06% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 727 shares; 2026Q2: 2,908 shares 2,908 $361K 0.06% +2,181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,047 shares; 2026Q2: 1,028 shares 1,028 $348K 0.05% -19 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,272 shares; 2024Q4: 11,272 shares; 2025Q1: 10,872 shares; 2025Q2: 10,872 shares; 2025Q3: 10,865 shares; 2025Q4: 11,865 shares; 2026Q1: 10,565 shares; 2026Q2: 10,565 shares 10,565 $339K 0.05% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,050 shares; 2026Q2: 4,051 shares 4,051 $337K 0.05% +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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,380 shares; 2026Q2: 4,026 shares 4,026 $334K 0.05% -354 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,330 shares; 2026Q2: 4,483 shares 4,483 $329K 0.05% +153 Timeline SCHK 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: 9,082 shares; 2026Q2: 9,120 shares 9,120 $329K 0.05% +38 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 873 shares; 2026Q2: 930 shares 930 $320K 0.05% +57 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,864 shares 1,864 $318K 0.05% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 1,221 shares; 2026Q2: 1,180 shares 1,180 $317K 0.05% -41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $315K 0.05% 0 Timeline BANR BANNER CORP More: the full row for BANNER 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: 4,724 shares; 2026Q2: 4,724 shares 4,724 $314K 0.05% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,907 shares; 2026Q2: 5,907 shares 5,907 $310K 0.05% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES 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: 3,327 shares; 2026Q2: 3,327 shares 3,327 $299K 0.05% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,705 shares; 2026Q2: 1,705 shares 1,705 $294K 0.05% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,282 shares; 2026Q2: 3,037 shares 3,037 $293K 0.05% -245 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 741 shares; 2026Q2: 737 shares 737 $293K 0.05% -4 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 2,325 shares; 2026Q2: 2,325 shares 2,325 $282K 0.04% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,512 shares; 2024Q4: 16,970 shares; 2025Q1: 14,752 shares; 2025Q2: 14,652 shares; 2025Q3: 14,000 shares; 2025Q4: 12,646 shares; 2026Q1: 11,953 shares; 2026Q2: 11,399 shares 11,399 $280K 0.04% -554 Timeline AGG 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: 2,929 shares; 2026Q2: 2,792 shares 2,792 $276K 0.04% -137 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: 418 shares 418 $274K 0.04% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,577 shares; 2025Q2: 10,579 shares; 2025Q3: 10,581 shares; 2025Q4: not reported; 2026Q1: 9,516 shares; 2026Q2: 8,560 shares 8,560 $274K 0.04% -956 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,764 shares; 2026Q2: 3,773 shares 3,773 $271K 0.04% +9 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: not reported; 2026Q1: 1,392 shares; 2026Q2: 1,337 shares 1,337 $270K 0.04% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,974 shares; 2026Q2: 1,712 shares 1,712 $268K 0.04% -262 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,595 shares; 2026Q2: 2,440 shares 2,440 $268K 0.04% -155 Timeline TGT TARGET CORP More: the full row for TARGET 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: 2,181 shares; 2026Q2: 2,018 shares 2,018 $264K 0.04% -163 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 1,277 shares; 2026Q2: 1,313 shares 1,313 $263K 0.04% +36 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 1,107 shares; 2026Q2: 1,107 shares 1,107 $263K 0.04% 0 Timeline INTF 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: 6,375 shares; 2026Q2: 6,375 shares 6,375 $261K 0.04% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF 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: 2,685 shares; 2026Q2: 2,685 shares 2,685 $260K 0.04% 0 Timeline EFG 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: 2,170 shares; 2026Q2: 2,067 shares 2,067 $257K 0.04% -103 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,311 shares; 2026Q2: 4,267 shares 4,267 $257K 0.04% -44 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,165 shares; 2026Q2: 2,154 shares 2,154 $255K 0.04% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,680 shares; 2026Q2: 1,698 shares 1,698 $252K 0.04% +18 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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: 536 shares; 2026Q2: 536 shares 536 $246K 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,535 shares; 2026Q2: 4,478 shares 4,478 $238K 0.04% -1,057 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 1,715 shares 1,715 $233K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 454 shares; 2026Q2: 460 shares 460 $230K 0.04% +6 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: not reported; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $230K 0.04% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA 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: 5,554 shares; 2026Q2: 5,567 shares 5,567 $228K 0.04% +13 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 763 shares 763 $227K 0.04% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 4,611 shares 4,611 $226K 0.04% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares; 2026Q2: 893 shares 893 $222K 0.03% +10 Timeline INDA 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: 4,484 shares 4,484 $221K 0.03% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,151 shares 1,151 $216K 0.03% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW 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: 4,000 shares; 2026Q2: 4,000 shares 4,000 $215K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 295 shares 295 $210K 0.03% new Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $208K 0.03% new Timeline HDV 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: 7,550 shares 7,550 $207K 0.03% new Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 2,019 shares; 2026Q2: 2,019 shares 2,019 $206K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,636 shares; 2026Q2: 3,561 shares 3,561 $205K 0.03% -75 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 2,490 shares 2,490 $205K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $205K 0.03% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 1,993 shares; 2026Q2: 1,793 shares 1,793 $205K 0.03% -200 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,683 shares; 2026Q2: 1,620 shares 1,620 $205K 0.03% -63 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares 555 $203K 0.03% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO 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: 2,619 shares 2,619 $200K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,683 shares; 2024Q4: 36,712 shares; 2025Q1: 32,240 shares; 2025Q2: 27,202 shares; 2025Q3: 20,146 shares; 2025Q4: 15,360 shares; 2026Q1: 13,375 shares; 2026Q2: 13,386 shares 13,386 $186K 0.03% +11 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL 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: 10,150 shares; 2026Q2: 10,150 shares 10,150 $96.1K 0.02% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 13,021 shares; 2026Q2: 13,369 shares 13,369 $75.7K 0.01% +348 Timeline