AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,889 shares; 2024Q4: 135,287 shares; 2025Q1: 134,941 shares; 2025Q2: 138,501 shares; 2025Q3: 137,927 shares; 2025Q4: 133,921 shares; 2026Q1: 133,979 shares; 2026Q2: 134,565 shares 134,565 $41.6M 11.29% +586 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,033 shares; 2024Q4: 27,758 shares; 2025Q1: 27,833 shares; 2025Q2: 415,855 shares; 2025Q3: 415,900 shares; 2025Q4: 419,535 shares; 2026Q1: 420,010 shares; 2026Q2: 420,865 shares 420,865 $37.6M 10.22% +855 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: 68,514 shares; 2024Q4: 68,848 shares; 2025Q1: 68,709 shares; 2025Q2: 68,716 shares; 2025Q3: 68,789 shares; 2025Q4: 68,711 shares; 2026Q1: 68,849 shares; 2026Q2: 69,343 shares 69,343 $32.2M 8.76% +494 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,903 shares; 2024Q4: 175,247 shares; 2025Q1: 176,031 shares; 2025Q2: 172,261 shares; 2025Q3: 169,516 shares; 2025Q4: 170,464 shares; 2026Q1: 187,032 shares; 2026Q2: 199,952 shares 199,952 $18.1M 4.92% +12,920 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: 185,208 shares; 2024Q4: 380,829 shares; 2025Q1: 389,493 shares; 2025Q2: 393,084 shares; 2025Q3: 390,635 shares; 2025Q4: 388,018 shares; 2026Q1: 449,823 shares; 2026Q2: 442,107 shares 442,107 $14.8M 4.03% -7,716 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: 89,046 shares; 2024Q4: 302,615 shares; 2025Q1: 304,346 shares; 2025Q2: 311,471 shares; 2025Q3: 328,815 shares; 2025Q4: 367,312 shares; 2026Q1: 364,797 shares; 2026Q2: 356,528 shares 356,528 $12.4M 3.36% -8,269 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,903 shares; 2024Q4: 130,724 shares; 2025Q1: 136,868 shares; 2025Q2: 133,785 shares; 2025Q3: 129,383 shares; 2025Q4: 148,928 shares; 2026Q1: 145,164 shares; 2026Q2: 137,767 shares 137,767 $10.7M 2.91% -7,397 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: 10,060 shares; 2024Q4: 19,763 shares; 2025Q1: 20,185 shares; 2025Q2: 20,031 shares; 2025Q3: 20,393 shares; 2025Q4: 22,702 shares; 2026Q1: 24,486 shares; 2026Q2: 23,973 shares 23,973 $7.95M 2.16% -513 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: 18,898 shares; 2024Q4: 18,805 shares; 2025Q1: 18,421 shares; 2025Q2: 18,332 shares; 2025Q3: 18,397 shares; 2025Q4: 19,081 shares; 2026Q1: 19,598 shares; 2026Q2: 20,032 shares 20,032 $7.05M 1.91% +434 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: 21,034 shares; 2024Q4: 20,840 shares; 2025Q1: 21,272 shares; 2025Q2: 21,095 shares; 2025Q3: 22,082 shares; 2025Q4: 23,469 shares; 2026Q1: 23,755 shares; 2026Q2: 24,203 shares 24,203 $6.57M 1.79% +448 Timeline SJNK 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: 204,693 shares; 2024Q4: 209,076 shares; 2025Q1: 215,430 shares; 2025Q2: 213,506 shares; 2025Q3: 216,167 shares; 2025Q4: 235,948 shares; 2026Q1: 249,167 shares; 2026Q2: 256,793 shares 256,793 $6.38M 1.73% +7,626 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: 18,945 shares; 2024Q4: 19,235 shares; 2025Q1: 27,895 shares; 2025Q2: 28,110 shares; 2025Q3: 27,832 shares; 2025Q4: 29,567 shares; 2026Q1: 30,460 shares; 2026Q2: 30,409 shares 30,409 $6.1M 1.66% -51 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: 15,826 shares; 2024Q4: 16,167 shares; 2025Q1: 16,861 shares; 2025Q2: 16,916 shares; 2025Q3: 16,682 shares; 2025Q4: 16,802 shares; 2026Q1: 17,470 shares; 2026Q2: 16,908 shares 16,908 $6.02M 1.64% -562 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: 63,855 shares; 2024Q4: 183,048 shares; 2025Q1: 187,996 shares; 2025Q2: 182,839 shares; 2025Q3: 180,897 shares; 2025Q4: 183,385 shares; 2026Q1: 160,371 shares; 2026Q2: 161,393 shares 161,393 $4.75M 1.29% +1,022 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: 19,076 shares; 2024Q4: 19,859 shares; 2025Q1: 20,009 shares; 2025Q2: 20,280 shares; 2025Q3: 19,940 shares; 2025Q4: 21,901 shares; 2026Q1: 22,183 shares; 2026Q2: 23,211 shares 23,211 $4.57M 1.24% +1,028 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,054 shares; 2024Q4: 65,991 shares; 2025Q1: 70,846 shares; 2025Q2: 71,222 shares; 2025Q3: 70,927 shares; 2025Q4: 70,676 shares; 2026Q1: 68,776 shares; 2026Q2: 78,719 shares 78,719 $4.12M 1.12% +9,943 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,485 shares; 2024Q4: 44,368 shares; 2025Q1: 44,538 shares; 2025Q2: 44,343 shares; 2025Q3: 46,246 shares; 2025Q4: 52,638 shares; 2026Q1: 52,418 shares; 2026Q2: 52,230 shares 52,230 $3.4M 0.92% -188 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: 38,540 shares; 2024Q4: 43,940 shares; 2025Q1: 43,640 shares; 2025Q2: 43,640 shares; 2025Q3: 43,640 shares; 2025Q4: 43,640 shares; 2026Q1: 44,655 shares; 2026Q2: 44,855 shares 44,855 $3.38M 0.92% +200 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: 3,141 shares; 2024Q4: 3,864 shares; 2025Q1: 4,204 shares; 2025Q2: 4,873 shares; 2025Q3: 6,019 shares; 2025Q4: 5,513 shares; 2026Q1: 8,296 shares; 2026Q2: 8,100 shares 8,100 $3.36M 0.91% -196 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,655 shares; 2024Q4: 23,545 shares; 2025Q1: 23,351 shares; 2025Q2: 25,834 shares; 2025Q3: 25,834 shares; 2025Q4: 27,944 shares; 2026Q1: 31,240 shares; 2026Q2: 28,690 shares 28,690 $3.33M 0.9% -2,550 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: 11,866 shares; 2024Q4: 11,474 shares; 2025Q1: 12,968 shares; 2025Q2: 12,906 shares; 2025Q3: 13,181 shares; 2025Q4: 13,715 shares; 2026Q1: 14,998 shares; 2026Q2: 15,358 shares 15,358 $3.32M 0.9% +360 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,900 shares; 2024Q4: 37,175 shares; 2025Q1: 41,460 shares; 2025Q2: 40,210 shares; 2025Q3: 37,725 shares; 2025Q4: 41,190 shares; 2026Q1: 43,780 shares; 2026Q2: 45,585 shares 45,585 $3.25M 0.88% +1,805 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: 27,073 shares; 2024Q4: 21,944 shares; 2025Q1: 24,379 shares; 2025Q2: 27,444 shares; 2025Q3: 26,875 shares; 2025Q4: 28,149 shares; 2026Q1: 31,723 shares; 2026Q2: 30,656 shares 30,656 $3.2M 0.87% -1,067 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,993 shares; 2024Q4: 42,371 shares; 2025Q1: 44,766 shares; 2025Q2: 45,181 shares; 2025Q3: 45,204 shares; 2025Q4: 48,808 shares; 2026Q1: 48,518 shares; 2026Q2: 48,154 shares 48,154 $3.15M 0.86% -364 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: 25,077 shares; 2026Q2: 23,845 shares 23,845 $3.13M 0.85% -1,232 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: 9,742 shares; 2024Q4: 9,713 shares; 2025Q1: 9,389 shares; 2025Q2: 9,370 shares; 2025Q3: 9,370 shares; 2025Q4: 9,370 shares; 2026Q1: 9,620 shares; 2026Q2: 38,340 shares 38,340 $3.1M 0.84% +28,720 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: 3,689 shares; 2024Q4: 3,689 shares; 2025Q1: 3,654 shares; 2025Q2: 3,649 shares; 2025Q3: 3,649 shares; 2025Q4: 3,619 shares; 2026Q1: 3,594 shares; 2026Q2: 3,579 shares 3,579 $2.92M 0.79% -15 Timeline HYMB 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: 33,700 shares; 2024Q4: 37,300 shares; 2025Q1: 39,050 shares; 2025Q2: 41,650 shares; 2025Q3: 42,575 shares; 2025Q4: 53,150 shares; 2026Q1: 71,400 shares; 2026Q2: 114,330 shares 114,330 $2.85M 0.77% +42,930 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: 17,908 shares; 2024Q4: 20,018 shares; 2025Q1: 19,173 shares; 2025Q2: 18,173 shares; 2025Q3: 18,173 shares; 2025Q4: 18,373 shares; 2026Q1: 18,868 shares; 2026Q2: 18,968 shares 18,968 $2.76M 0.75% +100 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: 20,800 shares; 2024Q4: 21,670 shares; 2025Q1: 23,750 shares; 2025Q2: 24,520 shares; 2025Q3: 30,485 shares; 2025Q4: 30,381 shares; 2026Q1: 29,175 shares; 2026Q2: 31,255 shares 31,255 $2.72M 0.74% +2,080 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: 12,894 shares; 2024Q4: 12,985 shares; 2025Q1: 13,442 shares; 2025Q2: 13,576 shares; 2025Q3: 13,627 shares; 2025Q4: 15,658 shares; 2026Q1: 16,735 shares; 2026Q2: 17,645 shares 17,645 $2.55M 0.69% +910 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: 3,921 shares; 2024Q4: 3,786 shares; 2025Q1: 3,799 shares; 2025Q2: 3,794 shares; 2025Q3: 3,665 shares; 2025Q4: 3,971 shares; 2026Q1: 4,397 shares; 2026Q2: 4,564 shares 4,564 $2.54M 0.69% +167 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,483 shares; 2024Q4: 11,920 shares; 2025Q1: 12,560 shares; 2025Q2: 12,777 shares; 2025Q3: 12,690 shares; 2025Q4: 14,237 shares; 2026Q1: 17,301 shares; 2026Q2: 18,507 shares 18,507 $2.36M 0.64% +1,206 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: 21,305 shares; 2024Q4: 21,860 shares; 2025Q1: 21,471 shares; 2025Q2: 21,467 shares; 2025Q3: 21,320 shares; 2025Q4: 21,235 shares; 2026Q1: 21,240 shares; 2026Q2: 21,210 shares 21,210 $2.36M 0.64% -30 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,035 shares; 2024Q4: 11,365 shares; 2025Q1: 12,268 shares; 2025Q2: 14,805 shares; 2025Q3: 15,671 shares; 2025Q4: 18,265 shares; 2026Q1: 20,382 shares; 2026Q2: 24,952 shares 24,952 $2.34M 0.64% +4,570 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,276 shares; 2024Q4: 9,372 shares; 2025Q1: 9,485 shares; 2025Q2: 9,698 shares; 2025Q3: 10,110 shares; 2025Q4: 10,089 shares; 2026Q1: 10,629 shares; 2026Q2: 12,397 shares 12,397 $2.28M 0.62% +1,768 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: 13,855 shares; 2024Q4: 13,745 shares; 2025Q1: 16,530 shares; 2025Q2: 16,610 shares; 2025Q3: 16,185 shares; 2025Q4: 17,260 shares; 2026Q1: 16,840 shares; 2026Q2: 17,465 shares 17,465 $2.27M 0.62% +625 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,642 shares; 2024Q4: 3,865 shares; 2025Q1: 6,325 shares; 2025Q2: 7,810 shares; 2025Q3: 8,425 shares; 2025Q4: 8,490 shares; 2026Q1: 10,380 shares; 2026Q2: 10,795 shares 10,795 $2.19M 0.6% +415 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,118 shares; 2024Q4: 3,378 shares; 2025Q1: 4,065 shares; 2025Q2: 4,228 shares; 2025Q3: 4,521 shares; 2025Q4: 4,652 shares; 2026Q1: 5,451 shares; 2026Q2: 6,167 shares 6,167 $2.16M 0.59% +716 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: 7,962 shares; 2024Q4: 9,237 shares; 2025Q1: 9,862 shares; 2025Q2: 9,882 shares; 2025Q3: 10,047 shares; 2025Q4: 9,782 shares; 2026Q1: 10,932 shares; 2026Q2: 12,018 shares 12,018 $2.08M 0.57% +1,086 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: 13,294 shares; 2024Q4: 52,610 shares; 2025Q1: 64,530 shares; 2025Q2: 64,010 shares; 2025Q3: 63,990 shares; 2025Q4: 63,990 shares; 2026Q1: 65,645 shares; 2026Q2: 66,245 shares 66,245 $1.91M 0.52% +600 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: 6,595 shares; 2024Q4: 7,255 shares; 2025Q1: 8,762 shares; 2025Q2: 9,667 shares; 2025Q3: 9,435 shares; 2025Q4: 10,681 shares; 2026Q1: 11,033 shares; 2026Q2: 13,257 shares 13,257 $1.85M 0.5% +2,224 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 7,755 shares; 2026Q2: 7,705 shares 7,705 $1.85M 0.5% -50 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,180 shares; 2024Q4: 13,680 shares; 2025Q1: 12,825 shares; 2025Q2: 13,200 shares; 2025Q3: 12,750 shares; 2025Q4: 13,950 shares; 2026Q1: 13,935 shares; 2026Q2: 14,870 shares 14,870 $1.82M 0.49% +935 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,035 shares; 2024Q4: 86,295 shares; 2025Q1: 93,395 shares; 2025Q2: 94,395 shares; 2025Q3: 91,520 shares; 2025Q4: 106,195 shares; 2026Q1: 116,813 shares; 2026Q2: 138,523 shares 138,523 $1.79M 0.49% +21,710 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,927 shares; 2024Q4: 30,927 shares; 2025Q1: 30,927 shares; 2025Q2: 30,927 shares; 2025Q3: 30,927 shares; 2025Q4: 30,927 shares; 2026Q1: 30,677 shares; 2026Q2: 28,305 shares 28,305 $1.78M 0.48% -2,372 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: 3,867 shares; 2024Q4: 3,840 shares; 2025Q1: 3,320 shares; 2025Q2: 3,265 shares; 2025Q3: 3,265 shares; 2025Q4: 3,255 shares; 2026Q1: 3,234 shares; 2026Q2: 3,107 shares 3,107 $1.78M 0.48% -127 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: 7,129 shares; 2024Q4: 7,155 shares; 2025Q1: 7,105 shares; 2025Q2: 7,106 shares; 2025Q3: 7,126 shares; 2025Q4: 7,122 shares; 2026Q1: 7,157 shares; 2026Q2: 7,082 shares 7,082 $1.78M 0.48% -75 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: 2,274 shares; 2024Q4: 2,248 shares; 2025Q1: 2,198 shares; 2025Q2: 2,198 shares; 2025Q3: 2,188 shares; 2025Q4: 2,220 shares; 2026Q1: 2,609 shares; 2026Q2: 2,345 shares 2,345 $1.75M 0.48% -264 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: 49,956 shares; 2024Q4: 51,757 shares; 2025Q1: 53,327 shares; 2025Q2: 53,561 shares; 2025Q3: 55,986 shares; 2025Q4: 64,536 shares; 2026Q1: 65,643 shares; 2026Q2: 70,041 shares 70,041 $1.75M 0.48% +4,398 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,775 shares 12,775 $1.75M 0.48% new 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: 19,642 shares; 2024Q4: 58,014 shares; 2025Q1: 51,442 shares; 2025Q2: 51,442 shares; 2025Q3: 50,908 shares; 2025Q4: 50,208 shares; 2026Q1: 48,392 shares; 2026Q2: 48,392 shares 48,392 $1.62M 0.44% 0 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: 12,812 shares; 2024Q4: 12,187 shares; 2025Q1: 14,240 shares; 2025Q2: 14,550 shares; 2025Q3: 14,820 shares; 2025Q4: 15,965 shares; 2026Q1: 17,048 shares; 2026Q2: 16,412 shares 16,412 $1.58M 0.43% -636 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,010 shares; 2024Q4: 9,820 shares; 2025Q1: 27,485 shares; 2025Q2: 32,685 shares; 2025Q3: 36,685 shares; 2025Q4: 37,835 shares; 2026Q1: 37,635 shares; 2026Q2: 47,800 shares 47,800 $1.54M 0.42% +10,165 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: 2,785 shares; 2024Q4: 2,791 shares; 2025Q1: 2,741 shares; 2025Q2: 2,741 shares; 2025Q3: 2,806 shares; 2025Q4: 2,835 shares; 2026Q1: 2,986 shares; 2026Q2: 2,986 shares 2,986 $1.53M 0.42% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,920 shares; 2024Q4: 8,920 shares; 2025Q1: 8,920 shares; 2025Q2: 9,120 shares; 2025Q3: 9,420 shares; 2025Q4: 9,420 shares; 2026Q1: 9,570 shares; 2026Q2: 9,570 shares 9,570 $1.51M 0.41% 0 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: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares; 2026Q2: 1,475 shares 1,475 $1.46M 0.4% -100 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,910 shares; 2024Q4: 39,570 shares; 2025Q1: 42,200 shares; 2025Q2: 43,975 shares; 2025Q3: 46,100 shares; 2025Q4: 40,075 shares; 2026Q1: 40,255 shares; 2026Q2: 66,185 shares 66,185 $1.33M 0.36% +25,930 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,603 shares; 2024Q4: 22,822 shares; 2025Q1: 25,580 shares; 2025Q2: 25,413 shares; 2025Q3: 27,111 shares; 2025Q4: 29,650 shares; 2026Q1: 28,880 shares; 2026Q2: 23,239 shares 23,239 $1.33M 0.36% -5,641 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: 5,887 shares; 2024Q4: 4,698 shares; 2025Q1: 4,413 shares; 2025Q2: 4,519 shares; 2025Q3: 4,358 shares; 2025Q4: 4,706 shares; 2026Q1: 5,086 shares; 2026Q2: 5,086 shares 5,086 $1.3M 0.35% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 1,082 shares; 2025Q1: 1,057 shares; 2025Q2: 1,115 shares; 2025Q3: 1,415 shares; 2025Q4: 1,415 shares; 2026Q1: 1,205 shares; 2026Q2: 1,121 shares 1,121 $1.29M 0.35% -84 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: 1,330 shares; 2024Q4: 1,333 shares; 2025Q1: 1,346 shares; 2025Q2: 1,343 shares; 2025Q3: 1,338 shares; 2025Q4: 1,348 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares 1,333 $1.27M 0.34% 0 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: 3,660 shares; 2024Q4: 3,630 shares; 2025Q1: 3,567 shares; 2025Q2: 3,640 shares; 2025Q3: 3,492 shares; 2025Q4: 3,538 shares; 2026Q1: 3,565 shares; 2026Q2: 3,235 shares 3,235 $1.26M 0.34% -330 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: 8,780 shares; 2024Q4: 9,005 shares; 2025Q1: 9,005 shares; 2025Q2: 9,005 shares; 2025Q3: 9,005 shares; 2025Q4: 9,223 shares; 2026Q1: 11,707 shares; 2026Q2: 11,398 shares 11,398 $1.2M 0.33% -309 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: 16,040 shares; 2024Q4: 16,090 shares; 2025Q1: 12,270 shares; 2025Q2: 12,776 shares; 2025Q3: 13,276 shares; 2025Q4: 13,056 shares; 2026Q1: 13,056 shares; 2026Q2: 12,756 shares 12,756 $1.12M 0.3% -300 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,604 shares; 2024Q4: 15,947 shares; 2025Q1: 19,097 shares; 2025Q2: 21,744 shares; 2025Q3: 21,044 shares; 2025Q4: 25,869 shares; 2026Q1: 27,769 shares; 2026Q2: 26,332 shares 26,332 $1.1M 0.3% -1,437 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: 7,766 shares; 2024Q4: 31,064 shares; 2025Q1: 30,664 shares; 2025Q2: 30,664 shares; 2025Q3: 30,664 shares; 2025Q4: 30,979 shares; 2026Q1: 35,031 shares; 2026Q2: 31,714 shares 31,714 $1.08M 0.29% -3,317 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: 5,420 shares; 2024Q4: 5,305 shares; 2025Q1: 5,093 shares; 2025Q2: 5,038 shares; 2025Q3: 5,108 shares; 2025Q4: 4,998 shares; 2026Q1: 4,968 shares; 2026Q2: 4,968 shares 4,968 $1.03M 0.28% 0 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: 1,550 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,850 shares; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares; 2026Q2: 2,840 shares 2,840 $1.02M 0.28% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,562 shares; 2024Q4: 3,606 shares; 2025Q1: 3,462 shares; 2025Q2: 3,462 shares; 2025Q3: 3,516 shares; 2025Q4: 3,462 shares; 2026Q1: 3,462 shares; 2026Q2: 3,462 shares 3,462 $1.01M 0.27% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,559 shares; 2024Q4: 6,779 shares; 2025Q1: 6,869 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares; 2025Q4: 6,749 shares; 2026Q1: 6,724 shares; 2026Q2: 6,659 shares 6,659 $998K 0.27% -65 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: 2,745 shares; 2024Q4: 2,715 shares; 2025Q1: 2,675 shares; 2025Q2: 2,640 shares; 2025Q3: 2,680 shares; 2025Q4: 2,558 shares; 2026Q1: 2,558 shares; 2026Q2: 2,501 shares 2,501 $915K 0.25% -57 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: 4,300 shares; 2024Q4: 4,404 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,923 shares; 2025Q4: 3,843 shares; 2026Q1: 3,843 shares; 2026Q2: 3,758 shares 3,758 $899K 0.24% -85 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: 11,601 shares; 2024Q4: 12,800 shares; 2025Q1: 12,575 shares; 2025Q2: 12,525 shares; 2025Q3: 12,261 shares; 2025Q4: 12,206 shares; 2026Q1: 12,126 shares; 2026Q2: 11,966 shares 11,966 $845K 0.23% -160 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,193 shares; 2024Q4: 14,693 shares; 2025Q1: 14,678 shares; 2025Q2: 14,678 shares; 2025Q3: 14,428 shares; 2025Q4: 14,378 shares; 2026Q1: 14,218 shares; 2026Q2: 13,953 shares 13,953 $820K 0.22% -265 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: 2,298 shares; 2024Q4: 2,280 shares; 2025Q1: 2,269 shares; 2025Q2: 2,269 shares; 2025Q3: 2,294 shares; 2025Q4: 2,294 shares; 2026Q1: 2,414 shares; 2026Q2: 2,414 shares 2,414 $801K 0.22% 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: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 758 shares 758 $772K 0.21% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,606 shares; 2024Q4: 3,754 shares; 2025Q1: 3,704 shares; 2025Q2: 3,704 shares; 2025Q3: 3,685 shares; 2025Q4: 3,685 shares; 2026Q1: 3,767 shares; 2026Q2: 3,587 shares 3,587 $772K 0.21% -180 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,559 shares; 2026Q2: 3,659 shares 3,659 $770K 0.21% +100 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: 1,050 shares; 2024Q4: 1,090 shares; 2025Q1: 1,065 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,180 shares; 2026Q1: 1,210 shares; 2026Q2: 1,210 shares 1,210 $767K 0.21% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,475 shares; 2024Q4: 4,475 shares; 2025Q1: 4,475 shares; 2025Q2: 4,475 shares; 2025Q3: 4,450 shares; 2025Q4: 4,636 shares; 2026Q1: 4,715 shares; 2026Q2: 4,465 shares 4,465 $746K 0.2% -250 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: 2,428 shares; 2024Q4: 2,523 shares; 2025Q1: 2,468 shares; 2025Q2: 2,498 shares; 2025Q3: 2,428 shares; 2025Q4: 2,260 shares; 2026Q1: 2,100 shares; 2026Q2: 2,010 shares 2,010 $717K 0.19% -90 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: 1,039 shares; 2024Q4: 1,034 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,044 shares; 2025Q4: 1,039 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $704K 0.19% 0 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,840 shares; 2024Q4: 35,740 shares; 2025Q1: 35,740 shares; 2025Q2: 35,740 shares; 2025Q3: 35,740 shares; 2025Q4: 35,740 shares; 2026Q1: 33,490 shares; 2026Q2: 29,490 shares 29,490 $696K 0.19% -4,000 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,570 shares; 2026Q2: 2,570 shares 2,570 $681K 0.18% 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: 7,120 shares; 2024Q4: 7,136 shares; 2025Q1: 7,125 shares; 2025Q2: 6,966 shares; 2025Q3: 6,886 shares; 2025Q4: 6,885 shares; 2026Q1: 6,678 shares; 2026Q2: 6,381 shares 6,381 $674K 0.18% -297 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,130 shares; 2024Q4: 10,108 shares; 2025Q1: 10,208 shares; 2025Q2: 10,283 shares; 2025Q3: 10,198 shares; 2025Q4: 10,190 shares; 2026Q1: 10,060 shares; 2026Q2: 9,990 shares 9,990 $640K 0.17% -70 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: 1,755 shares; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,955 shares; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares; 2026Q1: 1,755 shares; 2026Q2: 1,755 shares 1,755 $620K 0.17% 0 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: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 5,400 shares 5,400 $611K 0.17% +4,725 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,795 shares; 2024Q4: 4,510 shares; 2025Q1: 4,237 shares; 2025Q2: 4,210 shares; 2025Q3: 4,270 shares; 2025Q4: 3,945 shares; 2026Q1: 3,950 shares; 2026Q2: 3,900 shares 3,900 $595K 0.16% -50 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: 1,920 shares; 2024Q4: 1,884 shares; 2025Q1: 1,726 shares; 2025Q2: 1,718 shares; 2025Q3: 1,696 shares; 2025Q4: 1,881 shares; 2026Q1: 2,191 shares; 2026Q2: 2,183 shares 2,183 $591K 0.16% -8 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: 3,850 shares; 2024Q4: 4,397 shares; 2025Q1: 4,332 shares; 2025Q2: 4,300 shares; 2025Q3: 4,160 shares; 2025Q4: 4,160 shares; 2026Q1: 3,900 shares; 2026Q2: 3,800 shares 3,800 $589K 0.16% -100 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: 365 shares; 2024Q4: 460 shares; 2025Q1: 420 shares; 2025Q2: 375 shares; 2025Q3: 487 shares; 2025Q4: 514 shares; 2026Q1: 905 shares; 2026Q2: 845 shares 845 $581K 0.16% -60 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,807 shares 2,807 $579K 0.16% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781 shares; 2024Q4: 881 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 841 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $574K 0.16% 0 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: 960 shares; 2024Q4: 1,080 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 1,080 shares; 2026Q1: 1,185 shares; 2026Q2: 1,185 shares 1,185 $567K 0.15% 0 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: 3,315 shares; 2024Q4: 3,305 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 3,110 shares; 2026Q1: 3,110 shares; 2026Q2: 3,110 shares 3,110 $565K 0.15% 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: 10,747 shares; 2024Q4: 9,729 shares; 2025Q1: 4,035 shares; 2025Q2: 4,117 shares; 2025Q3: 4,517 shares; 2025Q4: 4,360 shares; 2026Q1: 4,335 shares; 2026Q2: 4,335 shares 4,335 $564K 0.15% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,086 shares; 2024Q4: 7,986 shares; 2025Q1: 7,386 shares; 2025Q2: 7,210 shares; 2025Q3: 8,860 shares; 2025Q4: 8,860 shares; 2026Q1: 9,060 shares; 2026Q2: 9,010 shares 9,010 $564K 0.15% -50 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: 1,768 shares; 2024Q4: 1,860 shares; 2025Q1: 1,828 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares; 2026Q1: 1,677 shares; 2026Q2: 1,677 shares 1,677 $564K 0.15% 0 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: 938 shares; 2024Q4: 938 shares; 2025Q1: 888 shares; 2025Q2: 966 shares; 2025Q3: 1,080 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 6,336 shares 6,336 $540K 0.15% +5,280 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,550 shares; 2024Q4: 2,194 shares; 2025Q1: 2,776 shares; 2025Q2: 2,361 shares; 2025Q3: 2,316 shares; 2025Q4: 2,749 shares; 2026Q1: 2,700 shares; 2026Q2: 2,130 shares 2,130 $533K 0.14% -570 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 905 shares; 2026Q2: 885 shares 885 $525K 0.14% -20 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 425 shares; 2025Q4: 6,450 shares; 2026Q1: 6,250 shares; 2026Q2: 7,200 shares 7,200 $516K 0.14% +950 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,509 shares; 2025Q1: 1,529 shares; 2025Q2: 1,769 shares; 2025Q3: 1,769 shares; 2025Q4: 1,734 shares; 2026Q1: 1,609 shares; 2026Q2: 1,534 shares 1,534 $500K 0.14% -75 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: 915 shares; 2024Q4: 950 shares; 2025Q1: 840 shares; 2025Q2: 1,080 shares; 2025Q3: 1,081 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares; 2026Q2: 1,171 shares 1,171 $486K 0.13% 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: 5,065 shares; 2024Q4: 5,258 shares; 2025Q1: 5,623 shares; 2025Q2: 5,891 shares; 2025Q3: 5,796 shares; 2025Q4: 5,811 shares; 2026Q1: 300 shares; 2026Q2: 1,577 shares 1,577 $485K 0.13% +1,277 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: 824 shares; 2024Q4: 822 shares; 2025Q1: 794 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 3,100 shares; 2026Q1: 2,678 shares; 2026Q2: 2,678 shares 2,678 $470K 0.13% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,435 shares; 2025Q1: 2,435 shares; 2025Q2: 2,435 shares; 2025Q3: 2,435 shares; 2025Q4: 2,435 shares; 2026Q1: 2,435 shares; 2026Q2: 2,435 shares 2,435 $465K 0.13% 0 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: 9,550 shares; 2024Q4: 10,450 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 10,450 shares; 2025Q4: 10,050 shares; 2026Q1: 9,200 shares; 2026Q2: 9,000 shares 9,000 $446K 0.12% -200 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: 3,865 shares; 2024Q4: 3,717 shares; 2025Q1: 3,310 shares; 2025Q2: 3,255 shares; 2025Q3: 3,140 shares; 2025Q4: 3,140 shares; 2026Q1: 3,120 shares; 2026Q2: 2,291 shares 2,291 $434K 0.12% -829 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: 1,540 shares; 2024Q4: 1,570 shares; 2025Q1: 1,457 shares; 2025Q2: 1,365 shares; 2025Q3: 1,437 shares; 2025Q4: 1,437 shares; 2026Q1: 1,437 shares; 2026Q2: 1,437 shares 1,437 $420K 0.11% 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: 1,978 shares; 2024Q4: 2,118 shares; 2025Q1: 2,209 shares; 2025Q2: 2,217 shares; 2025Q3: 2,395 shares; 2025Q4: 2,632 shares; 2026Q1: 2,967 shares; 2026Q2: 4,142 shares 4,142 $403K 0.11% +1,175 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: 6,238 shares; 2024Q4: 6,400 shares; 2025Q1: 6,125 shares; 2025Q2: 6,125 shares; 2025Q3: 6,125 shares; 2025Q4: 6,125 shares; 2026Q1: 6,257 shares; 2026Q2: 6,257 shares 6,257 $388K 0.11% 0 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: 1,905 shares; 2024Q4: 1,761 shares; 2025Q1: 1,369 shares; 2025Q2: 1,369 shares; 2025Q3: 1,344 shares; 2025Q4: 1,344 shares; 2026Q1: 1,314 shares; 2026Q2: 1,277 shares 1,277 $377K 0.1% -37 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: 3,107 shares; 2024Q4: 3,221 shares; 2025Q1: 3,188 shares; 2025Q2: 3,188 shares; 2025Q3: 3,103 shares; 2025Q4: 3,038 shares; 2026Q1: 3,028 shares; 2026Q2: 2,539 shares 2,539 $375K 0.1% -489 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $346K 0.09% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,425 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,275 shares; 2025Q4: 1,375 shares; 2026Q1: 2,125 shares; 2026Q2: 2,275 shares 2,275 $334K 0.09% +150 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: 1,343 shares; 2024Q4: 1,343 shares; 2025Q1: 1,293 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,753 shares; 2026Q1: 1,753 shares; 2026Q2: 1,753 shares 1,753 $315K 0.09% 0 Timeline XLG 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: 4,050 shares; 2026Q1: 5,391 shares; 2026Q2: 5,050 shares 5,050 $307K 0.08% -341 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $306K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 386 shares; 2026Q1: 1,749 shares; 2026Q2: 819 shares 819 $304K 0.08% -930 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $284K 0.08% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 2,921 shares; 2025Q4: 1,921 shares; 2026Q1: 1,911 shares; 2026Q2: 1,911 shares 1,911 $280K 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: 2,605 shares; 2025Q3: 3,208 shares; 2025Q4: 3,208 shares; 2026Q1: 3,208 shares; 2026Q2: 3,208 shares 3,208 $277K 0.08% 0 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: 805 shares; 2024Q4: 805 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 790 shares; 2026Q2: 790 shares 790 $265K 0.07% 0 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: 245 shares; 2024Q4: not reported; 2025Q1: 259 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $265K 0.07% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,500 shares; 2025Q4: 3,800 shares; 2026Q1: 3,750 shares; 2026Q2: 3,750 shares 3,750 $255K 0.07% 0 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: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $252K 0.07% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,000 shares 1,000 $252K 0.07% -200 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423 $251K 0.07% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,575 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares; 2026Q2: 1,729 shares 1,729 $250K 0.07% +100 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 663 shares; 2024Q4: 650 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $249K 0.07% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 639 shares; 2024Q4: 689 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 560 shares; 2025Q4: 555 shares; 2026Q1: 540 shares; 2026Q2: 495 shares 495 $236K 0.06% -45 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: 15,100 shares; 2024Q4: 15,650 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 4,600 shares; 2026Q1: 4,400 shares; 2026Q2: 2,600 shares 2,600 $235K 0.06% -1,800 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: 279 shares; 2024Q4: 999 shares; 2025Q1: 864 shares; 2025Q2: 1,366 shares; 2025Q3: 1,341 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares; 2026Q2: 1,441 shares 1,441 $234K 0.06% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,750 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $221K 0.06% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 570 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 465 shares; 2026Q2: 1,860 shares 1,860 $220K 0.06% +1,395 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: 540 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,616 shares; 2025Q3: 1,950 shares; 2025Q4: 3,666 shares; 2026Q1: 3,666 shares; 2026Q2: 3,666 shares 3,666 $218K 0.06% 0 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,443 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,330 shares 1,330 $213K 0.06% -60 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,447 shares; 2024Q4: 4,181 shares; 2025Q1: 3,481 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 3,400 shares 3,400 $212K 0.06% -50 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: 1,272 shares; 2024Q4: 1,284 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 977 shares; 2026Q1: 977 shares; 2026Q2: 977 shares 977 $210K 0.06% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 1,227 shares; 2026Q2: 906 shares 906 $210K 0.06% -321 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: 4,660 shares; 2024Q4: 4,218 shares; 2025Q1: 4,218 shares; 2025Q2: 4,481 shares; 2025Q3: 4,673 shares; 2025Q4: 4,410 shares; 2026Q1: 4,410 shares; 2026Q2: 4,410 shares 4,410 $206K 0.06% 0 Timeline OPY OPPENHEIMER HLDGS INC More: the full row for OPPENHEIMER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $203K 0.06% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: 975 shares 975 $201K 0.05% 0 Timeline