GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,231 shares; 2024Q4: 61,096 shares; 2025Q1: 273,722 shares; 2025Q2: 372,397 shares; 2025Q3: 368,794 shares; 2025Q4: 386,065 shares; 2026Q1: 383,975 shares; 2026Q2: 382,931 shares 382,931 $30.4M 5.35% -1,044 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: 90,845 shares; 2024Q4: 109,061 shares; 2025Q1: 96,097 shares; 2025Q2: 82,516 shares; 2025Q3: 83,745 shares; 2025Q4: 85,793 shares; 2026Q1: 82,934 shares; 2026Q2: 84,678 shares 84,678 $19.3M 3.39% +1,744 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: 15,514 shares; 2024Q4: 15,917 shares; 2025Q1: 26,898 shares; 2025Q2: 35,123 shares; 2025Q3: 34,495 shares; 2025Q4: 34,506 shares; 2026Q1: 34,611 shares; 2026Q2: 36,654 shares 36,654 $18.3M 3.22% +2,043 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: 146,024 shares; 2024Q4: 147,753 shares; 2025Q1: 111,187 shares; 2025Q2: 101,753 shares; 2025Q3: 97,779 shares; 2025Q4: 99,075 shares; 2026Q1: 93,143 shares; 2026Q2: 85,240 shares 85,240 $17.1M 3% -7,903 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: 51,419 shares; 2024Q4: 53,459 shares; 2025Q1: 44,240 shares; 2025Q2: 37,172 shares; 2025Q3: 44,756 shares; 2025Q4: 46,180 shares; 2026Q1: 46,516 shares; 2026Q2: 47,041 shares 47,041 $16.6M 2.92% +525 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: 35,855 shares; 2024Q4: 36,358 shares; 2025Q1: 29,702 shares; 2025Q2: 23,993 shares; 2025Q3: 27,032 shares; 2025Q4: 27,972 shares; 2026Q1: 37,847 shares; 2026Q2: 43,431 shares 43,431 $16.2M 2.85% +5,584 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: 50,531 shares; 2024Q4: 55,925 shares; 2025Q1: 48,649 shares; 2025Q2: 42,187 shares; 2025Q3: 47,063 shares; 2025Q4: 57,902 shares; 2026Q1: 59,033 shares; 2026Q2: 59,428 shares 59,428 $13M 2.29% +395 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: 18,010 shares; 2024Q4: 18,065 shares; 2025Q1: 18,429 shares; 2025Q2: 17,721 shares; 2025Q3: 17,581 shares; 2025Q4: 17,176 shares; 2026Q1: 16,772 shares; 2026Q2: 16,681 shares 16,681 $12.5M 2.19% -91 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: 36,115 shares; 2024Q4: 36,541 shares; 2025Q1: 36,101 shares; 2025Q2: 34,607 shares; 2025Q3: 34,299 shares; 2025Q4: 33,832 shares; 2026Q1: 33,526 shares; 2026Q2: 32,411 shares 32,411 $12.2M 2.15% -1,115 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: 14,252 shares; 2024Q4: 14,547 shares; 2025Q1: 14,361 shares; 2025Q2: 12,208 shares; 2025Q3: 12,215 shares; 2025Q4: 12,236 shares; 2026Q1: 10,499 shares; 2026Q2: 11,034 shares 11,034 $11.7M 2.07% +535 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,197 shares; 2024Q4: 41,146 shares; 2025Q1: 223,986 shares; 2025Q2: 260,101 shares; 2025Q3: 257,598 shares; 2025Q4: 304,416 shares; 2026Q1: 254,683 shares; 2026Q2: 187,939 shares 187,939 $10.6M 1.86% -66,744 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: 7,360 shares; 2024Q4: 82,127 shares; 2025Q1: 82,127 shares; 2025Q2: 82,127 shares; 2025Q3: 82,127 shares; 2025Q4: 82,127 shares; 2026Q1: 243,015 shares; 2026Q2: 406,763 shares 406,763 $10.3M 1.8% +163,748 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: 44,163 shares; 2024Q4: 51,208 shares; 2025Q1: 24,760 shares; 2025Q2: 23,417 shares; 2025Q3: 57,213 shares; 2025Q4: 106,473 shares; 2026Q1: 111,449 shares; 2026Q2: 125,786 shares 125,786 $8.96M 1.58% +14,337 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: 34,862 shares; 2024Q4: 56,739 shares; 2025Q1: 55,779 shares; 2025Q2: 51,803 shares; 2025Q3: 51,615 shares; 2025Q4: 51,819 shares; 2026Q1: 43,030 shares; 2026Q2: 46,062 shares 46,062 $8.19M 1.44% +3,032 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: 149,423 shares; 2024Q4: 148,991 shares; 2025Q1: 92,548 shares; 2025Q2: 83,418 shares; 2025Q3: 107,987 shares; 2025Q4: 106,134 shares; 2026Q1: 105,981 shares; 2026Q2: 106,079 shares 106,079 $8.18M 1.44% +98 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: 26,685 shares; 2026Q2: 26,902 shares 26,902 $8.01M 1.41% +217 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: 28,243 shares; 2024Q4: 34,659 shares; 2025Q1: 34,253 shares; 2025Q2: 32,741 shares; 2025Q3: 32,811 shares; 2025Q4: 32,952 shares; 2026Q1: 34,843 shares; 2026Q2: 37,974 shares 37,974 $7.97M 1.4% +3,131 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: 12,950 shares; 2024Q4: 13,306 shares; 2025Q1: 10,607 shares; 2025Q2: 7,945 shares; 2025Q3: 9,105 shares; 2025Q4: 10,108 shares; 2026Q1: 13,273 shares; 2026Q2: 13,776 shares 13,776 $7.76M 1.36% +503 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: 22,130 shares; 2024Q4: 22,441 shares; 2025Q1: 22,280 shares; 2025Q2: 19,767 shares; 2025Q3: 19,627 shares; 2025Q4: 20,789 shares; 2026Q1: 21,225 shares; 2026Q2: 22,202 shares 22,202 $7.62M 1.34% +977 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: 11,869 shares; 2024Q4: 11,416 shares; 2025Q1: 11,807 shares; 2025Q2: 10,915 shares; 2025Q3: 10,902 shares; 2025Q4: 10,565 shares; 2026Q1: 10,451 shares; 2026Q2: 10,170 shares 10,170 $7.62M 1.34% -281 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: 10,463 shares; 2024Q4: 10,441 shares; 2025Q1: 11,623 shares; 2025Q2: 11,426 shares; 2025Q3: 11,348 shares; 2025Q4: 10,283 shares; 2026Q1: 10,378 shares; 2026Q2: 10,339 shares 10,339 $7.61M 1.34% -39 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: 19,880 shares; 2024Q4: 19,966 shares; 2025Q1: 19,608 shares; 2025Q2: 19,398 shares; 2025Q3: 19,851 shares; 2025Q4: 19,831 shares; 2026Q1: 20,054 shares; 2026Q2: 20,533 shares 20,533 $7.34M 1.29% +479 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: 5,974 shares; 2024Q4: 6,273 shares; 2025Q1: 6,078 shares; 2025Q2: 6,043 shares; 2025Q3: 6,495 shares; 2025Q4: 6,647 shares; 2026Q1: 15,063 shares; 2026Q2: 16,589 shares 16,589 $7.07M 1.24% +1,526 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,433 shares; 2024Q4: 102,027 shares; 2025Q1: 57,403 shares; 2025Q2: 55,911 shares; 2025Q3: 72,895 shares; 2025Q4: 79,863 shares; 2026Q1: 79,221 shares; 2026Q2: 79,407 shares 79,407 $6.96M 1.22% +186 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: 7,295 shares; 2024Q4: 7,401 shares; 2025Q1: 7,295 shares; 2025Q2: 6,108 shares; 2025Q3: 6,322 shares; 2025Q4: 6,601 shares; 2026Q1: 6,695 shares; 2026Q2: 7,444 shares 7,444 $6.96M 1.22% +749 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: 7,654 shares; 2024Q4: 12,994 shares; 2025Q1: 9,502 shares; 2025Q2: 9,290 shares; 2025Q3: 9,298 shares; 2025Q4: 9,350 shares; 2026Q1: 11,673 shares; 2026Q2: 12,025 shares 12,025 $6.73M 1.18% +352 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA 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: 37,088 shares; 2026Q2: 39,323 shares 39,323 $6.68M 1.17% +2,235 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 18,535 shares; 2026Q2: 19,548 shares 19,548 $6.55M 1.15% +1,013 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: 12,401 shares; 2024Q4: 12,300 shares; 2025Q1: 13,628 shares; 2025Q2: 13,640 shares; 2025Q3: 13,653 shares; 2025Q4: 12,031 shares; 2026Q1: 11,972 shares; 2026Q2: 11,298 shares 11,298 $5.9M 1.04% -674 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: 10,451 shares; 2024Q4: 12,064 shares; 2025Q1: 11,377 shares; 2025Q2: 10,662 shares; 2025Q3: 10,678 shares; 2025Q4: 14,243 shares; 2026Q1: 14,654 shares; 2026Q2: 15,231 shares 15,231 $5.64M 0.99% +577 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: 32,029 shares; 2024Q4: 51,495 shares; 2025Q1: 50,714 shares; 2025Q2: 48,869 shares; 2025Q3: 48,801 shares; 2025Q4: 49,685 shares; 2026Q1: 50,525 shares; 2026Q2: 52,424 shares 52,424 $5.55M 0.98% +1,899 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: 5,001 shares; 2024Q4: 6,023 shares; 2025Q1: 3,178 shares; 2025Q2: 2,672 shares; 2025Q3: 7,419 shares; 2025Q4: 11,327 shares; 2026Q1: 12,319 shares; 2026Q2: 68,522 shares 68,522 $5.52M 0.97% +56,203 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: 2,870 shares; 2024Q4: 1,245 shares; 2025Q1: 1,264 shares; 2025Q2: 1,230 shares; 2025Q3: 2,867 shares; 2025Q4: 3,170 shares; 2026Q1: 3,666 shares; 2026Q2: 4,541 shares 4,541 $5.45M 0.96% +875 Timeline CME CME GROUP INC More: the full row for CME 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: 10,290 shares; 2026Q1: 16,247 shares; 2026Q2: 23,816 shares 23,816 $5.26M 0.92% +7,569 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,746 shares; 2024Q4: 32,638 shares; 2025Q1: 19,450 shares; 2025Q2: 17,683 shares; 2025Q3: 21,844 shares; 2025Q4: 21,520 shares; 2026Q1: 21,515 shares; 2026Q2: 21,490 shares 21,490 $5.22M 0.92% -25 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: 81,500 shares; 2026Q1: 82,671 shares; 2026Q2: 82,987 shares 82,987 $5.22M 0.92% +316 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA 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: 6,317 shares; 2026Q2: 6,905 shares 6,905 $4.97M 0.87% +588 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: 20,607 shares; 2024Q4: 20,826 shares; 2025Q1: 20,862 shares; 2025Q2: 20,746 shares; 2025Q3: 20,754 shares; 2025Q4: 21,064 shares; 2026Q1: 21,258 shares; 2026Q2: 21,992 shares 21,992 $4.9M 0.86% +734 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: 35,280 shares; 2024Q4: 35,923 shares; 2025Q1: 35,486 shares; 2025Q2: 34,531 shares; 2025Q3: 34,099 shares; 2025Q4: 34,160 shares; 2026Q1: 35,790 shares; 2026Q2: 41,860 shares 41,860 $4.74M 0.83% +6,070 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,461 shares; 2024Q4: 4,511 shares; 2025Q1: 4,508 shares; 2025Q2: 4,572 shares; 2025Q3: 3,844 shares; 2025Q4: 3,327 shares; 2026Q1: 44,959 shares; 2026Q2: 50,337 shares 50,337 $4.69M 0.83% +5,378 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 123,419 shares; 2026Q2: 130,944 shares 130,944 $4.01M 0.7% +7,525 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 217,020 shares 217,020 $3.93M 0.69% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989 shares; 2024Q4: 949 shares; 2025Q1: 800 shares; 2025Q2: 795 shares; 2025Q3: 785 shares; 2025Q4: 970 shares; 2026Q1: 6,760 shares; 2026Q2: 7,203 shares 7,203 $3.74M 0.66% +443 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 367 shares; 2026Q1: 1,687 shares; 2026Q2: 1,849 shares 1,849 $3.68M 0.65% +162 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 788 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 918 shares; 2026Q1: 990 shares; 2026Q2: 2,130 shares 2,130 $3.62M 0.64% +1,140 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 9,255 shares; 2026Q2: 9,479 shares 9,479 $3.59M 0.63% +224 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,971 shares; 2024Q4: 11,136 shares; 2025Q1: 10,979 shares; 2025Q2: 10,802 shares; 2025Q3: 10,825 shares; 2025Q4: 11,238 shares; 2026Q1: 11,455 shares; 2026Q2: 12,844 shares 12,844 $3.58M 0.63% +1,389 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: 38,614 shares; 2026Q2: 41,424 shares 41,424 $3.51M 0.62% +2,810 Timeline ILF 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: 94,377 shares; 2026Q2: 103,546 shares 103,546 $3.49M 0.61% +9,169 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: 36,002 shares; 2026Q2: 39,485 shares 39,485 $3.47M 0.61% +3,483 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: 9,909 shares; 2024Q4: 9,735 shares; 2025Q1: 9,677 shares; 2025Q2: 9,399 shares; 2025Q3: 9,330 shares; 2025Q4: 18,241 shares; 2026Q1: 18,241 shares; 2026Q2: 18,061 shares 18,061 $3.44M 0.6% -180 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: 12,346 shares; 2026Q2: 13,781 shares 13,781 $3.42M 0.6% +1,435 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: 9,545 shares; 2024Q4: 11,869 shares; 2025Q1: 11,886 shares; 2025Q2: 11,784 shares; 2025Q3: 11,808 shares; 2025Q4: 12,154 shares; 2026Q1: 12,744 shares; 2026Q2: 14,051 shares 14,051 $3.35M 0.59% +1,307 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: 3,023 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,209 shares; 2026Q2: 27,887 shares 27,887 $3.29M 0.58% +1,678 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: 1,781 shares; 2024Q4: 2,002 shares; 2025Q1: 1,784 shares; 2025Q2: 1,736 shares; 2025Q3: 1,661 shares; 2025Q4: 3,943 shares; 2026Q1: 4,289 shares; 2026Q2: 4,752 shares 4,752 $3.26M 0.57% +463 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965 shares; 2024Q4: 935 shares; 2025Q1: 455 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 2,576 shares; 2026Q2: 3,279 shares 3,279 $3.21M 0.56% +703 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,528 shares; 2026Q2: 5,960 shares 5,960 $3.12M 0.55% +1,432 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 6,044 shares 6,044 $3.11M 0.55% new 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: 8,812 shares; 2024Q4: 8,622 shares; 2025Q1: 8,547 shares; 2025Q2: 8,327 shares; 2025Q3: 8,327 shares; 2025Q4: 8,302 shares; 2026Q1: 8,237 shares; 2026Q2: 8,228 shares 8,228 $3.03M 0.53% -9 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: 2,861 shares; 2024Q4: 3,437 shares; 2025Q1: 1,724 shares; 2025Q2: 1,086 shares; 2025Q3: 4,235 shares; 2025Q4: 6,480 shares; 2026Q1: 6,996 shares; 2026Q2: 9,300 shares 9,300 $2.82M 0.5% +2,304 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 62,615 shares 62,615 $2.65M 0.47% new 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: 3,377 shares; 2026Q2: 3,645 shares 3,645 $2.6M 0.46% +268 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: 11,327 shares; 2024Q4: 34,494 shares; 2025Q1: 30,559 shares; 2025Q2: 29,258 shares; 2025Q3: 27,858 shares; 2025Q4: 27,858 shares; 2026Q1: 75,556 shares; 2026Q2: 101,472 shares 101,472 $2.49M 0.44% +25,916 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,977 shares; 2024Q4: 9,733 shares; 2025Q1: 9,733 shares; 2025Q2: 9,663 shares; 2025Q3: 9,663 shares; 2025Q4: 9,193 shares; 2026Q1: 9,193 shares; 2026Q2: 9,193 shares 9,193 $2.43M 0.43% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,753 shares; 2024Q4: 20,255 shares; 2025Q1: 19,122 shares; 2025Q2: 16,564 shares; 2025Q3: 16,571 shares; 2025Q4: 17,145 shares; 2026Q1: 17,086 shares; 2026Q2: 17,913 shares 17,913 $2.43M 0.43% +827 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,379 shares; 2024Q4: 2,392 shares; 2025Q1: 2,327 shares; 2025Q2: 2,217 shares; 2025Q3: 2,194 shares; 2025Q4: 11,250 shares; 2026Q1: not reported; 2026Q2: 24,350 shares 24,350 $2.42M 0.42% new Timeline SHV 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: 20,382 shares; 2026Q1: 22,425 shares; 2026Q2: 20,712 shares 20,712 $2.29M 0.4% -1,713 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: 23,215 shares; 2024Q4: 25,993 shares; 2025Q1: 25,544 shares; 2025Q2: 24,691 shares; 2025Q3: 24,671 shares; 2025Q4: 24,785 shares; 2026Q1: 21,195 shares; 2026Q2: 22,166 shares 22,166 $2.28M 0.4% +971 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: 4,573 shares; 2024Q4: 4,414 shares; 2025Q1: 4,395 shares; 2025Q2: 4,255 shares; 2025Q3: 4,125 shares; 2025Q4: 4,438 shares; 2026Q1: 4,414 shares; 2026Q2: 25,906 shares 25,906 $2.23M 0.39% +21,492 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: 3,413 shares; 2024Q4: 3,456 shares; 2025Q1: 2,929 shares; 2025Q2: 2,416 shares; 2025Q3: 2,429 shares; 2025Q4: 2,590 shares; 2026Q1: 4,155 shares; 2026Q2: 4,217 shares 4,217 $2.11M 0.37% +62 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: 6,501 shares; 2024Q4: 13,225 shares; 2025Q1: 12,861 shares; 2025Q2: 12,632 shares; 2025Q3: 12,589 shares; 2025Q4: 12,741 shares; 2026Q1: 6,896 shares; 2026Q2: 6,101 shares 6,101 $2.08M 0.37% -795 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,198 shares; 2024Q4: 12,412 shares; 2025Q1: 11,398 shares; 2025Q2: 11,127 shares; 2025Q3: 10,748 shares; 2025Q4: 10,976 shares; 2026Q1: 7,050 shares; 2026Q2: 9,585 shares 9,585 $2.04M 0.36% +2,535 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: 15,305 shares; 2026Q2: 19,167 shares 19,167 $1.95M 0.34% +3,862 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,877 shares; 2024Q4: 5,879 shares; 2025Q1: 5,795 shares; 2025Q2: 5,787 shares; 2025Q3: 5,622 shares; 2025Q4: 5,267 shares; 2026Q1: 5,227 shares; 2026Q2: 5,232 shares 5,232 $1.91M 0.34% +5 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,563 shares; 2024Q4: 3,612 shares; 2025Q1: 3,557 shares; 2025Q2: 3,421 shares; 2025Q3: 3,376 shares; 2025Q4: 3,481 shares; 2026Q1: 4,513 shares; 2026Q2: 4,677 shares 4,677 $1.86M 0.33% +164 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,867 shares; 2024Q4: 54,993 shares; 2025Q1: 55,586 shares; 2025Q2: 56,210 shares; 2025Q3: 50,660 shares; 2025Q4: 48,982 shares; 2026Q1: 44,828 shares; 2026Q2: 44,881 shares 44,881 $1.86M 0.33% +53 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: 4,393 shares; 2024Q4: 18,597 shares; 2025Q1: 18,152 shares; 2025Q2: 17,166 shares; 2025Q3: 17,443 shares; 2025Q4: 17,159 shares; 2026Q1: 18,293 shares; 2026Q2: 19,006 shares 19,006 $1.81M 0.32% +713 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: 13,335 shares; 2024Q4: 9,753 shares; 2025Q1: 9,567 shares; 2025Q2: 9,131 shares; 2025Q3: 9,019 shares; 2025Q4: 9,148 shares; 2026Q1: 5,559 shares; 2026Q2: 4,808 shares 4,808 $1.78M 0.31% -751 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,215 shares; 2024Q4: 3,215 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 2,665 shares; 2025Q4: 2,540 shares; 2026Q1: 2,140 shares; 2026Q2: 3,736 shares 3,736 $1.73M 0.3% +1,596 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: 12,125 shares; 2024Q4: 17,165 shares; 2025Q1: 17,138 shares; 2025Q2: 16,948 shares; 2025Q3: 16,899 shares; 2025Q4: 17,170 shares; 2026Q1: 13,752 shares; 2026Q2: 15,894 shares 15,894 $1.72M 0.3% +2,142 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: 11,262 shares; 2024Q4: 11,042 shares; 2025Q1: 12,199 shares; 2025Q2: 12,227 shares; 2025Q3: 12,254 shares; 2025Q4: 10,822 shares; 2026Q1: 10,668 shares; 2026Q2: 10,686 shares 10,686 $1.67M 0.29% +18 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: not reported; 2024Q4: 17,505 shares; 2025Q1: 15,505 shares; 2025Q2: 15,505 shares; 2025Q3: 15,505 shares; 2025Q4: 15,505 shares; 2026Q1: 41,388 shares; 2026Q2: 56,538 shares 56,538 $1.57M 0.28% +15,150 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: 7,525 shares; 2024Q4: 7,530 shares; 2025Q1: 7,428 shares; 2025Q2: 7,160 shares; 2025Q3: 6,887 shares; 2025Q4: 7,210 shares; 2026Q1: 7,339 shares; 2026Q2: 7,130 shares 7,130 $1.55M 0.27% -209 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,716 shares; 2024Q4: 40,686 shares; 2025Q1: 40,364 shares; 2025Q2: 40,480 shares; 2025Q3: 40,446 shares; 2025Q4: 39,090 shares; 2026Q1: 33,921 shares; 2026Q2: 30,544 shares 30,544 $1.49M 0.26% -3,377 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: 12,913 shares; 2024Q4: 27,218 shares; 2025Q1: 26,948 shares; 2025Q2: 26,788 shares; 2025Q3: 26,724 shares; 2025Q4: 27,152 shares; 2026Q1: 18,975 shares; 2026Q2: 18,273 shares 18,273 $1.48M 0.26% -702 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,079 shares; 2024Q4: 10,015 shares; 2025Q1: 9,299 shares; 2025Q2: 7,890 shares; 2025Q3: 7,875 shares; 2025Q4: 7,775 shares; 2026Q1: 6,004 shares; 2026Q2: 6,603 shares 6,603 $1.48M 0.26% +599 Timeline TMFE RBB FD INC More: the full row for RBB FD 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: 41,307 shares; 2026Q1: 53,471 shares; 2026Q2: 47,904 shares 47,904 $1.41M 0.25% -5,567 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,016 shares; 2024Q4: 60,692 shares; 2025Q1: 58,938 shares; 2025Q2: 59,467 shares; 2025Q3: 58,396 shares; 2025Q4: 56,556 shares; 2026Q1: 48,187 shares; 2026Q2: 43,676 shares 43,676 $1.4M 0.25% -4,511 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: 8,110 shares; 2024Q4: 10,173 shares; 2025Q1: 4,560 shares; 2025Q2: 4,551 shares; 2025Q3: 4,572 shares; 2025Q4: 13,265 shares; 2026Q1: 15,821 shares; 2026Q2: 15,763 shares 15,763 $1.35M 0.24% -58 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,683 shares; 2026Q2: 11,815 shares 11,815 $1.32M 0.23% +3,132 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: 15,103 shares; 2024Q4: 15,034 shares; 2025Q1: 14,888 shares; 2025Q2: 14,448 shares; 2025Q3: 14,196 shares; 2025Q4: 14,111 shares; 2026Q1: 4,916 shares; 2026Q2: 4,825 shares 4,825 $1.3M 0.23% -91 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,819 shares; 2025Q1: 1,723 shares; 2025Q2: 1,519 shares; 2025Q3: 1,501 shares; 2025Q4: 1,489 shares; 2026Q1: 1,458 shares; 2026Q2: 1,323 shares 1,323 $1.27M 0.22% -135 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: 5,666 shares; 2024Q4: 7,980 shares; 2025Q1: 7,520 shares; 2025Q2: 6,472 shares; 2025Q3: 6,474 shares; 2025Q4: 6,476 shares; 2026Q1: 7,752 shares; 2026Q2: 8,366 shares 8,366 $1.15M 0.2% +614 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: 8,088 shares; 2024Q4: 9,075 shares; 2025Q1: 8,069 shares; 2025Q2: 8,069 shares; 2025Q3: 8,049 shares; 2025Q4: 8,162 shares; 2026Q1: 8,893 shares; 2026Q2: 10,962 shares 10,962 $1.13M 0.2% +2,069 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: 5,326 shares; 2024Q4: 3,044 shares; 2025Q1: 631 shares; 2025Q2: 657 shares; 2025Q3: 9,348 shares; 2025Q4: 9,576 shares; 2026Q1: 1,396 shares; 2026Q2: 2,676 shares 2,676 $1.11M 0.2% +1,280 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: 1,265 shares; 2024Q4: 1,246 shares; 2025Q1: 1,183 shares; 2025Q2: 1,163 shares; 2025Q3: 1,119 shares; 2025Q4: 1,099 shares; 2026Q1: 1,110 shares; 2026Q2: 9,054 shares 9,054 $1.08M 0.19% +7,944 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: 4,876 shares; 2024Q4: 4,855 shares; 2025Q1: 4,775 shares; 2025Q2: 4,803 shares; 2025Q3: 4,752 shares; 2025Q4: 9,148 shares; 2026Q1: 9,171 shares; 2026Q2: 9,132 shares 9,132 $1.07M 0.19% -39 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,263 shares; 2025Q1: 52,096 shares; 2025Q2: 54,198 shares; 2025Q3: 60,538 shares; 2025Q4: 64,141 shares; 2026Q1: 44,317 shares; 2026Q2: 42,004 shares 42,004 $1.06M 0.19% -2,313 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,744 shares; 2024Q4: 5,739 shares; 2025Q1: 4,840 shares; 2025Q2: 3,466 shares; 2025Q3: 3,390 shares; 2025Q4: 3,345 shares; 2026Q1: 2,771 shares; 2026Q2: 3,327 shares 3,327 $1.05M 0.18% +556 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: 1,029 shares; 2024Q4: 4,442 shares; 2025Q1: 4,098 shares; 2025Q2: 4,098 shares; 2025Q3: 4,166 shares; 2025Q4: 4,098 shares; 2026Q1: 4,177 shares; 2026Q2: 4,294 shares 4,294 $1.04M 0.18% +117 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,504 shares; 2024Q4: 5,764 shares; 2025Q1: 7,448 shares; 2025Q2: 7,445 shares; 2025Q3: 7,457 shares; 2025Q4: 7,469 shares; 2026Q1: 7,272 shares; 2026Q2: 7,283 shares 7,283 $1.03M 0.18% +11 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: 11,075 shares; 2024Q4: 11,121 shares; 2025Q1: 11,106 shares; 2025Q2: 11,155 shares; 2025Q3: 11,160 shares; 2025Q4: 12,124 shares; 2026Q1: 12,477 shares; 2026Q2: 12,192 shares 12,192 $1.01M 0.18% -285 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: 13,015 shares; 2024Q4: 12,606 shares; 2025Q1: 12,576 shares; 2025Q2: 12,407 shares; 2025Q3: 11,687 shares; 2025Q4: 10,235 shares; 2026Q1: 9,292 shares; 2026Q2: 17,833 shares 17,833 $1M 0.18% +8,541 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: 6,910 shares; 2024Q4: 13,709 shares; 2025Q1: 13,619 shares; 2025Q2: 13,441 shares; 2025Q3: 13,377 shares; 2025Q4: 13,378 shares; 2026Q1: 7,683 shares; 2026Q2: 7,530 shares 7,530 $993K 0.17% -153 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: 12,122 shares; 2024Q4: 36,201 shares; 2025Q1: 33,156 shares; 2025Q2: 33,106 shares; 2025Q3: 33,173 shares; 2025Q4: 33,169 shares; 2026Q1: 32,780 shares; 2026Q2: 34,275 shares 34,275 $993K 0.17% +1,495 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,328 shares; 2024Q4: 10,257 shares; 2025Q1: 10,236 shares; 2025Q2: 10,300 shares; 2025Q3: 10,311 shares; 2025Q4: 9,430 shares; 2026Q1: 9,430 shares; 2026Q2: 9,430 shares 9,430 $985K 0.17% 0 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: 6,466 shares; 2024Q4: 6,482 shares; 2025Q1: 6,496 shares; 2025Q2: 6,512 shares; 2025Q3: 6,528 shares; 2025Q4: 6,163 shares; 2026Q1: 6,163 shares; 2026Q2: 6,163 shares 6,163 $978K 0.17% 0 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: 12,857 shares; 2024Q4: 12,857 shares; 2025Q1: 12,857 shares; 2025Q2: 12,857 shares; 2025Q3: 12,757 shares; 2025Q4: 12,757 shares; 2026Q1: 12,757 shares; 2026Q2: 12,697 shares 12,697 $959K 0.17% -60 Timeline LGLV 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: 6,179 shares; 2024Q4: 6,094 shares; 2025Q1: 6,084 shares; 2025Q2: 5,816 shares; 2025Q3: 5,636 shares; 2025Q4: 5,591 shares; 2026Q1: 5,551 shares; 2026Q2: 5,277 shares 5,277 $957K 0.17% -274 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: 7,800 shares; 2024Q4: 7,742 shares; 2025Q1: 8,169 shares; 2025Q2: 8,177 shares; 2025Q3: 8,095 shares; 2025Q4: 7,308 shares; 2026Q1: 6,261 shares; 2026Q2: 6,114 shares 6,114 $930K 0.16% -147 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: 21,546 shares; 2024Q4: 22,010 shares; 2025Q1: 21,451 shares; 2025Q2: 21,273 shares; 2025Q3: 21,270 shares; 2025Q4: 14,895 shares; 2026Q1: 12,842 shares; 2026Q2: 12,629 shares 12,629 $927K 0.16% -213 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: 22,414 shares; 2024Q4: 43,608 shares; 2025Q1: 43,085 shares; 2025Q2: 42,945 shares; 2025Q3: 42,435 shares; 2025Q4: 41,384 shares; 2026Q1: 41,104 shares; 2026Q2: 39,900 shares 39,900 $923K 0.16% -1,204 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,521 shares; 2024Q4: 88,456 shares; 2025Q1: 80,369 shares; 2025Q2: 78,435 shares; 2025Q3: 78,293 shares; 2025Q4: 78,458 shares; 2026Q1: 19,967 shares; 2026Q2: 19,483 shares 19,483 $906K 0.16% -484 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: 16,082 shares; 2024Q4: 30,504 shares; 2025Q1: 30,452 shares; 2025Q2: 30,008 shares; 2025Q3: 29,735 shares; 2025Q4: 29,492 shares; 2026Q1: 19,953 shares; 2026Q2: 17,933 shares 17,933 $887K 0.16% -2,020 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,686 shares; 2024Q4: 22,551 shares; 2025Q1: 20,376 shares; 2025Q2: 15,793 shares; 2025Q3: 15,461 shares; 2025Q4: 14,873 shares; 2026Q1: 10,278 shares; 2026Q2: 10,278 shares 10,278 $870K 0.15% 0 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: 3,000 shares; 2024Q4: 11,876 shares; 2025Q1: 11,126 shares; 2025Q2: 11,126 shares; 2025Q3: 11,126 shares; 2025Q4: 11,126 shares; 2026Q1: 22,890 shares; 2026Q2: 26,299 shares 26,299 $866K 0.15% +3,409 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: 1,336 shares; 2024Q4: 1,336 shares; 2025Q1: 1,291 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares; 2026Q2: 6,913 shares 6,913 $858K 0.15% +5,173 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: 15,866 shares; 2024Q4: 15,797 shares; 2025Q1: 15,407 shares; 2025Q2: 15,504 shares; 2025Q3: 15,284 shares; 2025Q4: 15,551 shares; 2026Q1: 15,654 shares; 2026Q2: 15,213 shares 15,213 $816K 0.14% -441 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: 9,149 shares; 2024Q4: 9,146 shares; 2025Q1: 8,798 shares; 2025Q2: 8,765 shares; 2025Q3: 8,099 shares; 2025Q4: 14,843 shares; 2026Q1: 15,185 shares; 2026Q2: 15,229 shares 15,229 $809K 0.14% +44 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,606 shares; 2024Q4: 4,601 shares; 2025Q1: 4,601 shares; 2025Q2: 4,551 shares; 2025Q3: 4,551 shares; 2025Q4: 4,551 shares; 2026Q1: 4,551 shares; 2026Q2: 4,480 shares 4,480 $805K 0.14% -71 Timeline USMV 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: 6,793 shares; 2026Q1: 9,113 shares; 2026Q2: 8,312 shares 8,312 $802K 0.14% -801 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: 4,316 shares; 2024Q4: 4,309 shares; 2025Q1: 4,311 shares; 2025Q2: 3,732 shares; 2025Q3: 3,118 shares; 2025Q4: 3,354 shares; 2026Q1: 3,698 shares; 2026Q2: 3,639 shares 3,639 $774K 0.14% -59 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: 7,364 shares; 2024Q4: 22,092 shares; 2025Q1: 21,915 shares; 2025Q2: 21,575 shares; 2025Q3: 21,575 shares; 2025Q4: 21,571 shares; 2026Q1: 21,571 shares; 2026Q2: 24,396 shares 24,396 $774K 0.14% +2,825 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: 6,413 shares; 2024Q4: 6,922 shares; 2025Q1: 6,794 shares; 2025Q2: 6,811 shares; 2025Q3: 6,845 shares; 2025Q4: 8,587 shares; 2026Q1: 8,358 shares; 2026Q2: 7,986 shares 7,986 $770K 0.14% -372 Timeline SPYM 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: 9,009 shares; 2024Q4: 9,009 shares; 2025Q1: 9,009 shares; 2025Q2: 9,009 shares; 2025Q3: 9,009 shares; 2025Q4: 8,989 shares; 2026Q1: 9,247 shares; 2026Q2: 8,653 shares 8,653 $760K 0.13% -594 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: 23,496 shares; 2024Q4: 23,445 shares; 2025Q1: 22,067 shares; 2025Q2: 21,246 shares; 2025Q3: 21,140 shares; 2025Q4: 20,858 shares; 2026Q1: 7,900 shares; 2026Q2: 6,131 shares 6,131 $723K 0.13% -1,769 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: 7,398 shares; 2024Q4: 14,263 shares; 2025Q1: 13,229 shares; 2025Q2: 11,965 shares; 2025Q3: 12,044 shares; 2025Q4: 11,405 shares; 2026Q1: 12,520 shares; 2026Q2: 12,232 shares 12,232 $686K 0.12% -288 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: 2,840 shares; 2024Q4: 13,652 shares; 2025Q1: 13,652 shares; 2025Q2: 13,652 shares; 2025Q3: 13,768 shares; 2025Q4: 15,213 shares; 2026Q1: 20,549 shares; 2026Q2: 22,469 shares 22,469 $685K 0.12% +1,920 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,835 shares; 2024Q4: 12,703 shares; 2025Q1: 12,250 shares; 2025Q2: 12,380 shares; 2025Q3: 12,091 shares; 2025Q4: 11,748 shares; 2026Q1: 9,324 shares; 2026Q2: 8,719 shares 8,719 $655K 0.12% -605 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: 13,948 shares; 2024Q4: 13,275 shares; 2025Q1: 12,418 shares; 2025Q2: 10,124 shares; 2025Q3: 9,775 shares; 2025Q4: 8,663 shares; 2026Q1: 3,844 shares; 2026Q2: 4,454 shares 4,454 $653K 0.11% +610 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: 2,335 shares; 2026Q2: 5,835 shares 5,835 $606K 0.11% +3,500 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: 9,264 shares; 2024Q4: 9,309 shares; 2025Q1: 7,305 shares; 2025Q2: 7,351 shares; 2025Q3: 7,137 shares; 2025Q4: 7,649 shares; 2026Q1: 7,128 shares; 2026Q2: 6,240 shares 6,240 $603K 0.11% -888 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,918 shares; 2024Q4: 7,918 shares; 2025Q1: 7,918 shares; 2025Q2: 8,079 shares; 2025Q3: 8,079 shares; 2025Q4: 8,079 shares; 2026Q1: 8,079 shares; 2026Q2: 7,901 shares 7,901 $592K 0.1% -178 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 2,092 shares 2,092 $569K 0.1% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 3,200 shares 3,200 $564K 0.1% new 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: 3,816 shares; 2024Q4: 3,826 shares; 2025Q1: 3,768 shares; 2025Q2: 3,725 shares; 2025Q3: 3,685 shares; 2025Q4: 45,070 shares; 2026Q1: 9,373 shares; 2026Q2: 7,883 shares 7,883 $563K 0.1% -1,490 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: 823 shares; 2026Q1: 1,171 shares; 2026Q2: 1,057 shares 1,057 $560K 0.1% -114 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: 14,322 shares; 2024Q4: 12,648 shares; 2025Q1: 11,672 shares; 2025Q2: 7,964 shares; 2025Q3: 7,648 shares; 2025Q4: 7,042 shares; 2026Q1: 7,664 shares; 2026Q2: 6,782 shares 6,782 $551K 0.1% -882 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,946 shares; 2024Q4: 5,628 shares; 2025Q1: 4,813 shares; 2025Q2: 4,353 shares; 2025Q3: 4,353 shares; 2025Q4: 4,373 shares; 2026Q1: 3,798 shares; 2026Q2: 3,858 shares 3,858 $549K 0.1% +60 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: 2,202 shares; 2024Q4: 2,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,180 shares; 2025Q3: 1,235 shares; 2025Q4: 1,171 shares; 2026Q1: 1,237 shares; 2026Q2: 1,300 shares 1,300 $547K 0.1% +63 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: 12,427 shares; 2024Q4: 11,443 shares; 2025Q1: 8,491 shares; 2025Q2: 3,860 shares; 2025Q3: 3,975 shares; 2025Q4: 3,875 shares; 2026Q1: 7,263 shares; 2026Q2: 5,898 shares 5,898 $544K 0.1% -1,365 Timeline SPYD 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: 12,333 shares; 2024Q4: 12,336 shares; 2025Q1: 12,338 shares; 2025Q2: 12,341 shares; 2025Q3: 12,343 shares; 2025Q4: 11,361 shares; 2026Q1: 11,361 shares; 2026Q2: 11,129 shares 11,129 $531K 0.09% -232 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,623 shares; 2024Q4: 10,845 shares; 2025Q1: 10,793 shares; 2025Q2: 10,801 shares; 2025Q3: 10,186 shares; 2025Q4: 9,196 shares; 2026Q1: 6,881 shares; 2026Q2: 6,430 shares 6,430 $508K 0.09% -451 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,999 shares 5,999 $496K 0.09% new 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: 1,492 shares; 2024Q4: 1,492 shares; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 878 shares; 2026Q1: 1,330 shares; 2026Q2: 1,236 shares 1,236 $491K 0.09% -94 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,411 shares; 2025Q1: 10,761 shares; 2025Q2: 10,761 shares; 2025Q3: 10,761 shares; 2025Q4: 10,761 shares; 2026Q1: 18,517 shares; 2026Q2: 20,307 shares 20,307 $474K 0.08% +1,790 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,047 shares; 2024Q4: 3,972 shares; 2025Q1: 3,750 shares; 2025Q2: 3,650 shares; 2025Q3: 3,655 shares; 2025Q4: 3,630 shares; 2026Q1: 2,980 shares; 2026Q2: 2,180 shares 2,180 $459K 0.08% -800 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: 10,158 shares; 2024Q4: 11,465 shares; 2025Q1: 10,057 shares; 2025Q2: 7,608 shares; 2025Q3: 7,337 shares; 2025Q4: 7,049 shares; 2026Q1: 5,850 shares; 2026Q2: 6,411 shares 6,411 $458K 0.08% +561 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,631 shares; 2024Q4: 4,631 shares; 2025Q1: 4,631 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares; 2025Q4: 4,631 shares; 2026Q1: 4,631 shares; 2026Q2: 4,631 shares 4,631 $451K 0.08% 0 Timeline CBLL CERIBELL INC More: the full row for CERIBELL 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: 23,116 shares; 2026Q2: 23,116 shares 23,116 $450K 0.08% 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: 1,701 shares; 2024Q4: 18,063 shares; 2025Q1: 17,212 shares; 2025Q2: 17,212 shares; 2025Q3: 17,212 shares; 2025Q4: 17,212 shares; 2026Q1: 17,761 shares; 2026Q2: 17,856 shares 17,856 $436K 0.08% +95 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: 1,639 shares; 2024Q4: 4,396 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,118 shares; 2025Q4: not reported; 2026Q1: 4,165 shares; 2026Q2: 4,755 shares 4,755 $435K 0.08% +590 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,671 shares; 2024Q4: 9,995 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,396 shares; 2026Q1: 5,958 shares; 2026Q2: 6,985 shares 6,985 $429K 0.08% +1,027 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: 1,865 shares; 2024Q4: 1,787 shares; 2025Q1: 1,390 shares; 2025Q2: 810 shares; 2025Q3: 808 shares; 2025Q4: 1,352 shares; 2026Q1: 1,589 shares; 2026Q2: 831 shares 831 $427K 0.08% -758 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: 1,902 shares; 2024Q4: 1,823 shares; 2025Q1: 1,368 shares; 2025Q2: 1,306 shares; 2025Q3: 1,268 shares; 2025Q4: 1,300 shares; 2026Q1: 8,530 shares; 2026Q2: 1,549 shares 1,549 $421K 0.07% -6,981 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,618 shares; 2024Q4: 18,797 shares; 2025Q1: 20,220 shares; 2025Q2: 20,097 shares; 2025Q3: 18,177 shares; 2025Q4: 11,171 shares; 2026Q1: 9,895 shares; 2026Q2: 8,697 shares 8,697 $421K 0.07% -1,198 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: 3,081 shares; 2024Q4: 3,081 shares; 2025Q1: 2,555 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,785 shares; 2026Q1: 1,908 shares; 2026Q2: 1,510 shares 1,510 $409K 0.07% -398 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,679 shares; 2024Q4: 17,835 shares; 2025Q1: 3,020 shares; 2025Q2: 2,240 shares; 2025Q3: 2,065 shares; 2025Q4: 1,835 shares; 2026Q1: 1,740 shares; 2026Q2: 1,740 shares 1,740 $399K 0.07% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,460 shares; 2026Q2: 3,080 shares 3,080 $396K 0.07% -380 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: not reported; 2026Q2: 1,315 shares 1,315 $395K 0.07% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares; 2026Q2: 1,183 shares 1,183 $390K 0.07% +300 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: not reported; 2026Q2: 1,136 shares 1,136 $384K 0.07% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,277 shares; 2024Q4: 23,986 shares; 2025Q1: 8,719 shares; 2025Q2: 8,780 shares; 2025Q3: 7,029 shares; 2025Q4: 7,082 shares; 2026Q1: 6,312 shares; 2026Q2: 5,084 shares 5,084 $383K 0.07% -1,228 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: 5,743 shares; 2024Q4: 5,743 shares; 2025Q1: 6,567 shares; 2025Q2: 6,273 shares; 2025Q3: 6,273 shares; 2025Q4: 6,273 shares; 2026Q1: 6,273 shares; 2026Q2: 6,273 shares 6,273 $381K 0.07% 0 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: 16,018 shares; 2024Q4: 29,123 shares; 2025Q1: 28,950 shares; 2025Q2: 28,817 shares; 2025Q3: 28,868 shares; 2025Q4: 28,698 shares; 2026Q1: 30,470 shares; 2026Q2: 17,036 shares 17,036 $380K 0.07% -13,434 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 868 shares; 2024Q4: 828 shares; 2025Q1: not reported; 2025Q2: 784 shares; 2025Q3: 759 shares; 2025Q4: 749 shares; 2026Q1: 1,006 shares; 2026Q2: 1,033 shares 1,033 $372K 0.07% +27 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: 4,255 shares; 2024Q4: 4,121 shares; 2025Q1: 4,630 shares; 2025Q2: 4,482 shares; 2025Q3: 4,410 shares; 2025Q4: 3,826 shares; 2026Q1: 3,123 shares; 2026Q2: 13,339 shares 13,339 $366K 0.06% +10,216 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: 5,913 shares; 2024Q4: 5,919 shares; 2025Q1: 5,919 shares; 2025Q2: 5,863 shares; 2025Q3: 5,873 shares; 2025Q4: 4,469 shares; 2026Q1: 3,340 shares; 2026Q2: 3,340 shares 3,340 $365K 0.06% 0 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,510 shares; 2024Q4: 25,449 shares; 2025Q1: 12,984 shares; 2025Q2: 12,872 shares; 2025Q3: 12,647 shares; 2025Q4: 10,610 shares; 2026Q1: 7,429 shares; 2026Q2: 7,429 shares 7,429 $360K 0.06% 0 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: 2,730 shares; 2024Q4: 3,424 shares; 2025Q1: 2,934 shares; 2025Q2: 1,984 shares; 2025Q3: 1,829 shares; 2025Q4: 1,729 shares; 2026Q1: 1,783 shares; 2026Q2: 1,908 shares 1,908 $356K 0.06% +125 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: not reported; 2024Q4: 10,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,502 shares; 2026Q2: 22,248 shares 22,248 $355K 0.06% +6,746 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: not reported; 2026Q2: 10,813 shares 10,813 $349K 0.06% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,024 shares; 2024Q4: 6,261 shares; 2025Q1: 5,129 shares; 2025Q2: 3,689 shares; 2025Q3: 3,549 shares; 2025Q4: 2,974 shares; 2026Q1: 2,974 shares; 2026Q2: 2,200 shares 2,200 $343K 0.06% -774 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: 3,881 shares; 2025Q2: 3,881 shares; 2025Q3: 3,881 shares; 2025Q4: 3,416 shares; 2026Q1: 3,416 shares; 2026Q2: 2,066 shares 2,066 $339K 0.06% -1,350 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,167 shares; 2024Q4: 1,141 shares; 2025Q1: 1,089 shares; 2025Q2: 1,075 shares; 2025Q3: 1,043 shares; 2025Q4: 1,013 shares; 2026Q1: 1,048 shares; 2026Q2: 1,126 shares 1,126 $337K 0.06% +78 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: not reported; 2025Q3: not reported; 2025Q4: 2,106 shares; 2026Q1: 3,212 shares; 2026Q2: 1,730 shares 1,730 $337K 0.06% -1,482 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: 1,852 shares; 2024Q4: 1,857 shares; 2025Q1: 1,860 shares; 2025Q2: 1,888 shares; 2025Q3: 1,892 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares; 2026Q2: 1,795 shares 1,795 $333K 0.06% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,444 shares; 2025Q1: 20,291 shares; 2025Q2: 20,595 shares; 2025Q3: 20,305 shares; 2025Q4: 20,312 shares; 2026Q1: 23,745 shares; 2026Q2: 23,701 shares 23,701 $330K 0.06% -44 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: not reported; 2026Q2: 563 shares 563 $327K 0.06% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,370 shares; 2025Q1: 1,371 shares; 2025Q2: 1,350 shares; 2025Q3: 1,349 shares; 2025Q4: 1,350 shares; 2026Q1: 1,377 shares; 2026Q2: 1,378 shares 1,378 $326K 0.06% +1 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: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares; 2025Q4: 1,832 shares; 2026Q1: 1,762 shares; 2026Q2: 2,542 shares 2,542 $321K 0.06% +780 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,384 shares; 2024Q4: 6,433 shares; 2025Q1: 6,309 shares; 2025Q2: 6,161 shares; 2025Q3: 7,122 shares; 2025Q4: 7,166 shares; 2026Q1: 3,127 shares; 2026Q2: 1,212 shares 1,212 $316K 0.06% -1,915 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,081 shares 2,081 $312K 0.05% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,234 shares; 2024Q4: 1,186 shares; 2025Q1: 1,110 shares; 2025Q2: 1,100 shares; 2025Q3: 1,102 shares; 2025Q4: 1,158 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $311K 0.05% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,677 shares; 2024Q4: 10,312 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 3,044 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares; 2026Q2: 2,969 shares 2,969 $305K 0.05% -75 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,100 shares 2,100 $304K 0.05% new Timeline PPA 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: 1,455 shares; 2026Q1: 1,799 shares; 2026Q2: 1,683 shares 1,683 $297K 0.05% -116 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,341 shares; 2024Q4: 5,341 shares; 2025Q1: 5,341 shares; 2025Q2: 5,341 shares; 2025Q3: 5,091 shares; 2025Q4: 5,091 shares; 2026Q1: 5,091 shares; 2026Q2: 5,091 shares 5,091 $295K 0.05% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V 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: 704 shares; 2026Q1: 932 shares; 2026Q2: 783 shares 783 $292K 0.05% -149 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: 2,756 shares 2,756 $288K 0.05% new Timeline TSEC TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,925 shares; 2025Q1: 16,117 shares; 2025Q2: 16,291 shares; 2025Q3: 16,539 shares; 2025Q4: 16,818 shares; 2026Q1: 12,645 shares; 2026Q2: 11,083 shares 11,083 $286K 0.05% -1,562 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,280 shares 1,280 $283K 0.05% new Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 750 shares 750 $280K 0.05% new 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: 1,471 shares; 2024Q4: 1,455 shares; 2025Q1: 1,303 shares; 2025Q2: 1,337 shares; 2025Q3: 1,303 shares; 2025Q4: 1,303 shares; 2026Q1: 1,456 shares; 2026Q2: 1,456 shares 1,456 $277K 0.05% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,681 shares; 2024Q4: 8,139 shares; 2025Q1: 8,139 shares; 2025Q2: 8,144 shares; 2025Q3: 8,164 shares; 2025Q4: 5,374 shares; 2026Q1: 5,374 shares; 2026Q2: 5,375 shares 5,375 $270K 0.05% +1 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: 11,881 shares; 2024Q4: 12,491 shares; 2025Q1: 14,053 shares; 2025Q2: 13,843 shares; 2025Q3: 13,403 shares; 2025Q4: 17,989 shares; 2026Q1: 2,285 shares; 2026Q2: 1,817 shares 1,817 $266K 0.05% -468 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA 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: not reported; 2026Q2: 3,023 shares 3,023 $265K 0.05% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,228 shares; 2024Q4: 3,233 shares; 2025Q1: 3,225 shares; 2025Q2: 3,229 shares; 2025Q3: 3,233 shares; 2025Q4: 3,238 shares; 2026Q1: 3,239 shares; 2026Q2: 3,205 shares 3,205 $256K 0.05% -34 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,523 shares; 2024Q4: 1,519 shares; 2025Q1: 1,450 shares; 2025Q2: 1,478 shares; 2025Q3: 1,432 shares; 2025Q4: 1,404 shares; 2026Q1: 1,335 shares; 2026Q2: 1,360 shares 1,360 $250K 0.04% +25 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: 1,202 shares; 2025Q3: 1,203 shares; 2025Q4: 1,205 shares; 2026Q1: 1,284 shares; 2026Q2: 1,234 shares 1,234 $248K 0.04% -50 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE 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: 1,420 shares; 2026Q1: 1,420 shares; 2026Q2: 1,420 shares 1,420 $246K 0.04% 0 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: 3,414 shares; 2024Q4: 3,421 shares; 2025Q1: 3,395 shares; 2025Q2: 3,401 shares; 2025Q3: 3,406 shares; 2025Q4: 3,413 shares; 2026Q1: 3,415 shares; 2026Q2: 3,205 shares 3,205 $246K 0.04% -210 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: not reported; 2026Q2: 4,250 shares 4,250 $245K 0.04% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,036 shares; 2024Q4: 3,038 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,471 shares; 2026Q2: 2,351 shares 2,351 $244K 0.04% -120 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: not reported; 2026Q2: 1,108 shares 1,108 $244K 0.04% new 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: 8,832 shares; 2024Q4: 8,426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,596 shares 6,596 $239K 0.04% new 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: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: not reported; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,167 shares; 2026Q1: 2,167 shares; 2026Q2: 2,167 shares 2,167 $239K 0.04% 0 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: not reported; 2026Q2: 2,379 shares 2,379 $235K 0.04% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,091 shares; 2024Q4: 2,854 shares; 2025Q1: 2,857 shares; 2025Q2: 2,861 shares; 2025Q3: 2,831 shares; 2025Q4: 2,837 shares; 2026Q1: 2,838 shares; 2026Q2: 2,838 shares 2,838 $233K 0.04% 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: 8,348 shares; 2024Q4: 17,086 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,779 shares; 2026Q2: 14,414 shares 14,414 $229K 0.04% +1,635 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,699 shares; 2025Q1: 15,299 shares; 2025Q2: 15,299 shares; 2025Q3: 15,299 shares; 2025Q4: 15,299 shares; 2026Q1: 22,195 shares; 2026Q2: 25,025 shares 25,025 $229K 0.04% +2,830 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: 3,147 shares; 2024Q4: 3,139 shares; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 1,815 shares; 2025Q4: 1,721 shares; 2026Q1: not reported; 2026Q2: 1,538 shares 1,538 $228K 0.04% new Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110 shares 110 $228K 0.04% 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: 10,967 shares; 2026Q2: 11,641 shares 11,641 $226K 0.04% +674 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,425 shares; 2024Q4: 3,395 shares; 2025Q1: 3,395 shares; 2025Q2: 3,395 shares; 2025Q3: 3,325 shares; 2025Q4: 2,947 shares; 2026Q1: not reported; 2026Q2: 2,467 shares 2,467 $224K 0.04% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,749 shares 5,749 $220K 0.04% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,911 shares; 2024Q4: 2,911 shares; 2025Q1: 1,891 shares; 2025Q2: not reported; 2025Q3: 1,891 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,951 shares 1,951 $219K 0.04% new 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: not reported; 2026Q2: 1,328 shares 1,328 $217K 0.04% new 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: 1,433 shares; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $217K 0.04% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,414 shares; 2024Q4: 1,628 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 959 shares 959 $215K 0.04% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,530 shares; 2024Q4: 7,718 shares; 2025Q1: 5,659 shares; 2025Q2: 5,662 shares; 2025Q3: 5,569 shares; 2025Q4: 5,500 shares; 2026Q1: 4,131 shares; 2026Q2: 3,000 shares 3,000 $214K 0.04% -1,131 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,538 shares; 2024Q4: 11,583 shares; 2025Q1: 11,632 shares; 2025Q2: 11,681 shares; 2025Q3: 11,731 shares; 2025Q4: 9,476 shares; 2026Q1: 6,464 shares; 2026Q2: 4,856 shares 4,856 $211K 0.04% -1,608 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: not reported; 2026Q2: 870 shares 870 $207K 0.04% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,362 shares; 2024Q4: 5,650 shares; 2025Q1: 5,755 shares; 2025Q2: 5,798 shares; 2025Q3: 46,810 shares; 2025Q4: 5,342 shares; 2026Q1: not reported; 2026Q2: 4,300 shares 4,300 $206K 0.04% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL 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: not reported; 2026Q2: 2,050 shares 2,050 $205K 0.04% new 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: 1,849 shares; 2024Q4: 1,759 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 687 shares 687 $205K 0.04% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,755 shares; 2025Q1: 61,212 shares; 2025Q2: 46,900 shares; 2025Q3: 46,440 shares; 2025Q4: 45,605 shares; 2026Q1: 6,195 shares; 2026Q2: 3,530 shares 3,530 $204K 0.04% -2,665 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,880 shares; 2024Q4: 27,529 shares; 2025Q1: 27,764 shares; 2025Q2: 27,461 shares; 2025Q3: 27,673 shares; 2025Q4: 28,805 shares; 2026Q1: 29,867 shares; 2026Q2: 10,352 shares 10,352 $190K 0.03% -19,515 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,470 shares; 2026Q2: 12,460 shares 12,460 $179K 0.03% +1,990 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,224 shares; 2025Q1: 10,224 shares; 2025Q2: 10,224 shares; 2025Q3: 10,224 shares; 2025Q4: 10,217 shares; 2026Q1: 10,217 shares; 2026Q2: 10,281 shares 10,281 $138K 0.02% +64 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 10,234 shares; 2026Q2: 12,550 shares 12,550 $134K 0.02% +2,316 Timeline