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: 82,428 shares; 2024Q4: 78,835 shares; 2025Q1: 77,470 shares; 2025Q2: 76,494 shares; 2025Q3: 74,995 shares; 2025Q4: 74,150 shares; 2026Q1: 71,729 shares; 2026Q2: 69,519 shares 69,519 $51.2M 18.55% -2,210 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: 60,446 shares; 2024Q4: 57,793 shares; 2025Q1: 57,074 shares; 2025Q2: 56,648 shares; 2025Q3: 57,199 shares; 2025Q4: 57,232 shares; 2026Q1: 55,958 shares; 2026Q2: 55,886 shares 55,886 $41.7M 15.13% -72 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: 56,133 shares; 2024Q4: 53,993 shares; 2025Q1: 53,017 shares; 2025Q2: 52,796 shares; 2025Q3: 52,917 shares; 2025Q4: 53,189 shares; 2026Q1: 52,060 shares; 2026Q2: 52,051 shares 52,051 $27.2M 9.86% -9 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: 92,263 shares; 2024Q4: 90,357 shares; 2025Q1: 89,402 shares; 2025Q2: 88,910 shares; 2025Q3: 88,991 shares; 2025Q4: 89,461 shares; 2026Q1: 87,670 shares; 2026Q2: 86,934 shares 86,934 $25.2M 9.12% -736 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: 70,675 shares; 2024Q4: 72,991 shares; 2025Q1: 93,257 shares; 2025Q2: 89,957 shares; 2025Q3: 88,062 shares; 2025Q4: 86,804 shares; 2026Q1: 83,049 shares; 2026Q2: 84,022 shares 84,022 $16.8M 6.09% +973 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: 64,284 shares; 2024Q4: 64,161 shares; 2025Q1: 63,111 shares; 2025Q2: 62,951 shares; 2025Q3: 63,876 shares; 2025Q4: 63,896 shares; 2026Q1: 63,520 shares; 2026Q2: 64,037 shares 64,037 $15.3M 5.53% +517 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: 37,513 shares; 2024Q4: 37,614 shares; 2025Q1: 36,932 shares; 2025Q2: 36,894 shares; 2025Q3: 36,991 shares; 2025Q4: 36,416 shares; 2026Q1: 35,603 shares; 2026Q2: 35,509 shares 35,509 $12.5M 4.55% -94 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,879 shares; 2024Q4: 24,045 shares; 2025Q1: 24,079 shares; 2025Q2: 24,014 shares; 2025Q3: 24,659 shares; 2025Q4: 24,940 shares; 2026Q1: 25,307 shares; 2026Q2: 25,931 shares 25,931 $8.49M 3.08% +624 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,449 shares; 2024Q4: 36,277 shares; 2025Q1: 36,631 shares; 2025Q2: 36,851 shares; 2025Q3: 37,946 shares; 2025Q4: 41,259 shares; 2026Q1: 42,520 shares; 2026Q2: 45,107 shares 45,107 $6.86M 2.49% +2,587 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: 13,725 shares; 2024Q4: 14,827 shares; 2025Q1: 14,777 shares; 2025Q2: 14,816 shares; 2025Q3: 14,842 shares; 2025Q4: 15,119 shares; 2026Q1: 15,235 shares; 2026Q2: 15,999 shares 15,999 $5.49M 1.99% +764 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,550 shares; 2024Q4: 28,263 shares; 2025Q1: 28,412 shares; 2025Q2: 28,571 shares; 2025Q3: 28,747 shares; 2025Q4: 28,908 shares; 2026Q1: 28,942 shares; 2026Q2: 29,171 shares 29,171 $4.56M 1.65% +229 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: 13,474 shares; 2024Q4: 13,161 shares; 2025Q1: 12,420 shares; 2025Q2: 12,269 shares; 2025Q3: 12,200 shares; 2025Q4: 11,685 shares; 2026Q1: 11,445 shares; 2026Q2: 11,289 shares 11,289 $4.03M 1.46% -156 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,937 shares; 2024Q4: 44,790 shares; 2025Q1: 44,084 shares; 2025Q2: 43,545 shares; 2025Q3: 43,550 shares; 2025Q4: 43,423 shares; 2026Q1: 43,381 shares; 2026Q2: 44,401 shares 44,401 $2.98M 1.08% +1,020 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: 20,554 shares; 2024Q4: 19,939 shares; 2025Q1: 19,832 shares; 2025Q2: 19,740 shares; 2025Q3: 19,767 shares; 2025Q4: 19,811 shares; 2026Q1: 19,810 shares; 2026Q2: 19,979 shares 19,979 $2.96M 1.07% +169 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: 32,394 shares; 2024Q4: 32,178 shares; 2025Q1: 32,150 shares; 2025Q2: 32,155 shares; 2025Q3: 32,288 shares; 2025Q4: 32,410 shares; 2026Q1: 32,351 shares; 2026Q2: 33,013 shares 33,013 $2.73M 0.99% +662 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,062 shares; 2024Q4: 39,904 shares; 2025Q1: 39,971 shares; 2025Q2: 39,953 shares; 2025Q3: 40,177 shares; 2025Q4: 40,243 shares; 2026Q1: 40,144 shares; 2026Q2: 40,250 shares 40,250 $2.72M 0.99% +106 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: 31,874 shares; 2024Q4: 30,749 shares; 2025Q1: 30,828 shares; 2025Q2: 30,972 shares; 2025Q3: 31,024 shares; 2025Q4: 31,342 shares; 2026Q1: 31,380 shares; 2026Q2: 31,501 shares 31,501 $2.64M 0.96% +121 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,086 shares; 2024Q4: 25,944 shares; 2025Q1: 25,922 shares; 2025Q2: 26,103 shares; 2025Q3: 26,156 shares; 2025Q4: 25,994 shares; 2026Q1: 26,039 shares; 2026Q2: 26,303 shares 26,303 $2.03M 0.74% +264 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,304 shares; 2024Q4: 11,016 shares; 2025Q1: 10,936 shares; 2025Q2: 10,892 shares; 2025Q3: 10,776 shares; 2025Q4: 10,697 shares; 2026Q1: 10,620 shares; 2026Q2: 10,568 shares 10,568 $1.93M 0.7% -52 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: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,010 shares; 2026Q1: 4,710 shares; 2026Q2: 4,360 shares 4,360 $1.89M 0.68% -350 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,185 shares; 2024Q4: 5,023 shares; 2025Q1: 5,022 shares; 2025Q2: 5,055 shares; 2025Q3: 4,963 shares; 2025Q4: 4,994 shares; 2026Q1: 4,806 shares; 2026Q2: 4,925 shares 4,925 $1.84M 0.67% +119 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: 2,181 shares; 2024Q4: 2,016 shares; 2025Q1: 1,770 shares; 2025Q2: 1,774 shares; 2025Q3: 1,777 shares; 2025Q4: 1,654 shares; 2026Q1: 1,656 shares; 2026Q2: 1,658 shares 1,658 $1.77M 0.64% +2 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: 3,907 shares; 2024Q4: 3,815 shares; 2025Q1: 3,605 shares; 2025Q2: 3,620 shares; 2025Q3: 3,626 shares; 2025Q4: 3,513 shares; 2026Q1: 3,488 shares; 2026Q2: 3,473 shares 3,473 $1.74M 0.63% -15 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: 2,484 shares; 2024Q4: 3,832 shares; 2025Q1: 3,529 shares; 2025Q2: 3,813 shares; 2025Q3: 4,319 shares; 2025Q4: 5,029 shares; 2026Q1: 5,281 shares; 2026Q2: 5,723 shares 5,723 $1.28M 0.46% +442 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: 2,586 shares; 2024Q4: 2,521 shares; 2025Q1: 2,474 shares; 2025Q2: 2,457 shares; 2025Q3: 2,474 shares; 2025Q4: 2,477 shares; 2026Q1: 2,460 shares; 2026Q2: 2,464 shares 2,464 $1.27M 0.46% +4 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: 10,096 shares; 2024Q4: 9,636 shares; 2025Q1: 8,988 shares; 2025Q2: 8,792 shares; 2025Q3: 8,797 shares; 2025Q4: 8,828 shares; 2026Q1: 8,850 shares; 2026Q2: 8,854 shares 8,854 $1.14M 0.41% +4 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: 11,694 shares; 2024Q4: 11,646 shares; 2025Q1: 11,646 shares; 2025Q2: 11,939 shares; 2025Q3: 12,878 shares; 2025Q4: 13,568 shares; 2026Q1: 13,458 shares; 2026Q2: 13,788 shares 13,788 $1.12M 0.41% +330 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,047 shares; 2024Q4: 12,053 shares; 2025Q1: 12,081 shares; 2025Q2: 12,025 shares; 2025Q3: 12,050 shares; 2025Q4: 12,014 shares; 2026Q1: 12,046 shares; 2026Q2: 12,073 shares 12,073 $1.09M 0.4% +27 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: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 925 shares 925 $1.07M 0.39% -75 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: 7,636 shares; 2024Q4: 7,305 shares; 2025Q1: 7,007 shares; 2025Q2: 6,948 shares; 2025Q3: 6,884 shares; 2025Q4: 6,766 shares; 2026Q1: 6,795 shares; 2026Q2: 6,729 shares 6,729 $987K 0.36% -66 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,761 shares; 2024Q4: 1,766 shares; 2025Q1: 1,752 shares; 2025Q2: 1,717 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares; 2026Q1: 1,702 shares; 2026Q2: 1,709 shares 1,709 $963K 0.35% +7 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,725 shares; 2024Q4: 15,277 shares; 2025Q1: 15,203 shares; 2025Q2: 15,240 shares; 2025Q3: 15,276 shares; 2025Q4: 15,217 shares; 2026Q1: 15,221 shares; 2026Q2: 15,255 shares 15,255 $927K 0.34% +34 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $917K 0.33% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,447 shares; 2024Q4: 16,181 shares; 2025Q1: 16,002 shares; 2025Q2: 15,702 shares; 2025Q3: 15,517 shares; 2025Q4: 15,417 shares; 2026Q1: 15,317 shares; 2026Q2: 15,317 shares 15,317 $903K 0.33% 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: 8,196 shares; 2024Q4: 8,077 shares; 2025Q1: 8,027 shares; 2025Q2: 7,828 shares; 2025Q3: 7,903 shares; 2025Q4: 8,011 shares; 2026Q1: 7,911 shares; 2026Q2: 8,027 shares 8,027 $834K 0.3% +116 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,262 shares; 2024Q4: 2,420 shares; 2025Q1: 2,428 shares; 2025Q2: 2,436 shares; 2025Q3: 2,443 shares; 2025Q4: 2,452 shares; 2026Q1: 2,460 shares; 2026Q2: 2,469 shares 2,469 $777K 0.28% +9 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 9,860 shares; 2026Q1: 10,574 shares; 2026Q2: 10,496 shares 10,496 $749K 0.27% -78 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: 2,304 shares; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 3,908 shares; 2026Q1: 3,903 shares; 2026Q2: 3,903 shares 3,903 $744K 0.27% 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: 5,511 shares; 2024Q4: 5,544 shares; 2025Q1: 5,552 shares; 2025Q2: 5,245 shares; 2025Q3: 5,281 shares; 2025Q4: 5,298 shares; 2026Q1: 5,207 shares; 2026Q2: 5,011 shares 5,011 $734K 0.27% -196 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,848 shares; 2024Q4: 6,055 shares; 2025Q1: 6,059 shares; 2025Q2: 6,065 shares; 2025Q3: 6,070 shares; 2025Q4: 6,179 shares; 2026Q1: 6,133 shares; 2026Q2: 6,138 shares 6,138 $721K 0.26% +5 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: 12,272 shares; 2024Q4: 12,148 shares; 2025Q1: 11,873 shares; 2025Q2: 11,896 shares; 2025Q3: 11,918 shares; 2025Q4: 11,924 shares; 2026Q1: 12,174 shares; 2026Q2: 12,194 shares 12,194 $695K 0.25% +20 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: 927 shares; 2024Q4: 926 shares; 2025Q1: 927 shares; 2025Q2: 900 shares; 2025Q3: 903 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $674K 0.24% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,674 shares; 2024Q4: 1,779 shares; 2025Q1: 1,404 shares; 2025Q2: 1,454 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $652K 0.24% 0 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: 7,599 shares; 2024Q4: 6,899 shares; 2025Q1: 6,724 shares; 2025Q2: 5,526 shares; 2025Q3: 5,526 shares; 2025Q4: 5,527 shares; 2026Q1: 5,527 shares; 2026Q2: 5,528 shares 5,528 $649K 0.24% +1 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519 shares; 2024Q4: 522 shares; 2025Q1: 722 shares; 2025Q2: 522 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares; 2026Q2: 532 shares 532 $638K 0.23% +1 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,595 shares; 2024Q4: 13,720 shares; 2025Q1: 13,759 shares; 2025Q2: 13,582 shares; 2025Q3: 13,643 shares; 2025Q4: 12,602 shares; 2026Q1: 12,636 shares; 2026Q2: 12,689 shares 12,689 $612K 0.22% +53 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,637 shares; 2024Q4: 2,383 shares; 2025Q1: 2,394 shares; 2025Q2: 2,350 shares; 2025Q3: 2,361 shares; 2025Q4: 2,370 shares; 2026Q1: 2,378 shares; 2026Q2: 2,386 shares 2,386 $606K 0.22% +8 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,054 shares; 2024Q4: 5,551 shares; 2025Q1: 5,399 shares; 2025Q2: 5,421 shares; 2025Q3: 5,437 shares; 2025Q4: 5,454 shares; 2026Q1: 5,454 shares; 2026Q2: 5,480 shares 5,480 $600K 0.22% +26 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,252 shares; 2024Q4: 5,594 shares; 2025Q1: 5,396 shares; 2025Q2: 5,414 shares; 2025Q3: 5,455 shares; 2025Q4: 5,480 shares; 2026Q1: 5,479 shares; 2026Q2: 10,586 shares 10,586 $594K 0.22% +5,107 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: 7,109 shares; 2024Q4: 6,630 shares; 2025Q1: 6,525 shares; 2025Q2: 6,437 shares; 2025Q3: 6,414 shares; 2025Q4: 6,447 shares; 2026Q1: 6,470 shares; 2026Q2: 6,499 shares 6,499 $540K 0.2% +29 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: 5,743 shares; 2024Q4: 5,444 shares; 2025Q1: 5,490 shares; 2025Q2: 5,390 shares; 2025Q3: 5,305 shares; 2025Q4: 5,305 shares; 2026Q1: 5,272 shares; 2026Q2: 5,272 shares 5,272 $507K 0.18% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,749 shares; 2025Q4: 1,749 shares; 2026Q1: 1,749 shares; 2026Q2: 1,749 shares 1,749 $492K 0.18% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467 shares; 2024Q4: 468 shares; 2025Q1: 462 shares; 2025Q2: 463 shares; 2025Q3: 464 shares; 2025Q4: 465 shares; 2026Q1: 464 shares; 2026Q2: 465 shares 465 $470K 0.17% +1 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: 7,456 shares; 2024Q4: 6,368 shares; 2025Q1: 6,397 shares; 2025Q2: 6,447 shares; 2025Q3: 6,477 shares; 2025Q4: 6,517 shares; 2026Q1: 6,526 shares; 2026Q2: 6,557 shares 6,557 $467K 0.17% +31 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: 1,004 shares; 2026Q1: not reported; 2026Q2: 799 shares 799 $464K 0.17% new 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: 1,134 shares; 2024Q4: 1,145 shares; 2025Q1: 1,097 shares; 2025Q2: 1,099 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,103 shares; 2026Q2: 1,105 shares 1,105 $410K 0.15% +2 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: 1,520 shares; 2024Q4: 1,434 shares; 2025Q1: 1,387 shares; 2025Q2: 1,289 shares; 2025Q3: 1,267 shares; 2025Q4: 1,270 shares; 2026Q1: 1,271 shares; 2026Q2: 1,274 shares 1,274 $383K 0.14% +3 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: 9,295 shares; 2024Q4: 8,491 shares; 2025Q1: 8,456 shares; 2025Q2: 8,216 shares; 2025Q3: 8,237 shares; 2025Q4: 8,306 shares; 2026Q1: 8,369 shares; 2026Q2: 8,429 shares 8,429 $357K 0.13% +60 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: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,007 shares; 2025Q2: 1,010 shares; 2025Q3: 1,013 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares; 2026Q2: 1,015 shares 1,015 $343K 0.12% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,008 shares; 2024Q4: 3,262 shares; 2025Q1: 3,178 shares; 2025Q2: 3,213 shares; 2025Q3: 3,240 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares; 2026Q2: 3,313 shares 3,313 $338K 0.12% +43 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: 238 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 240 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 351 shares 351 $328K 0.12% -9 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,446 shares; 2024Q4: 2,026 shares; 2025Q1: 1,994 shares; 2025Q2: 2,003 shares; 2025Q3: 2,011 shares; 2025Q4: 1,893 shares; 2026Q1: 1,903 shares; 2026Q2: 1,913 shares 1,913 $313K 0.11% +10 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: 3,767 shares; 2024Q4: 4,329 shares; 2025Q1: 4,329 shares; 2025Q2: 4,329 shares; 2025Q3: 4,229 shares; 2025Q4: 4,229 shares; 2026Q1: 4,229 shares; 2026Q2: 4,229 shares 4,229 $310K 0.11% 0 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: 7,293 shares; 2024Q4: 6,657 shares; 2025Q1: not reported; 2025Q2: 6,420 shares; 2025Q3: 6,424 shares; 2025Q4: 6,427 shares; 2026Q1: 6,431 shares; 2026Q2: 6,434 shares 6,434 $306K 0.11% +3 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: 3,132 shares; 2024Q4: 3,005 shares; 2025Q1: 3,014 shares; 2025Q2: 3,001 shares; 2025Q3: 3,012 shares; 2025Q4: 2,874 shares; 2026Q1: 2,885 shares; 2026Q2: 2,896 shares 2,896 $296K 0.11% +11 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $287K 0.1% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,422 shares; 2024Q4: 3,327 shares; 2025Q1: 3,297 shares; 2025Q2: 3,319 shares; 2025Q3: 3,345 shares; 2025Q4: 2,878 shares; 2026Q1: 2,772 shares; 2026Q2: 2,798 shares 2,798 $267K 0.1% +26 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,570 shares; 2024Q4: 3,615 shares; 2025Q1: 3,521 shares; 2025Q2: 3,531 shares; 2025Q3: 3,540 shares; 2025Q4: 3,553 shares; 2026Q1: 3,460 shares; 2026Q2: 3,444 shares 3,444 $264K 0.1% -16 Timeline INTA INTAPP INC More: the full row for INTAPP 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: 13,397 shares; 2026Q1: 11,397 shares; 2026Q2: 10,397 shares 10,397 $262K 0.1% -1,000 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,111 shares; 2025Q4: 2,111 shares; 2026Q1: 2,111 shares; 2026Q2: 2,100 shares 2,100 $245K 0.09% -11 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: 485 shares; 2024Q4: 485 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 478 shares; 2026Q2: 478 shares 478 $244K 0.09% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 888 shares 888 $241K 0.09% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 2,381 shares; 2025Q1: 2,247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,309 shares 2,309 $223K 0.08% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,941 shares; 2025Q4: 1,941 shares; 2026Q1: 1,943 shares; 2026Q2: 1,945 shares 1,945 $220K 0.08% +2 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: 7,025 shares; 2024Q4: 8,869 shares; 2025Q1: 8,961 shares; 2025Q2: 8,890 shares; 2025Q3: 8,751 shares; 2025Q4: 8,845 shares; 2026Q1: 8,939 shares; 2026Q2: 9,035 shares 9,035 $218K 0.08% +96 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2026Q2: 700 shares 700 $212K 0.08% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,558 shares 1,558 $211K 0.08% 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: 614 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: not reported; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 414 shares 414 $208K 0.08% 0 Timeline