IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,285 shares; 2024Q4: 377,918 shares; 2025Q1: 342,260 shares; 2025Q2: 332,397 shares; 2025Q3: 334,251 shares; 2025Q4: 333,549 shares; 2026Q1: 340,935 shares; 2026Q2: 347,484 shares 347,484 $142M 32.71% +6,549 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: 303,545 shares; 2024Q4: 303,845 shares; 2025Q1: 303,926 shares; 2025Q2: 284,413 shares; 2025Q3: 282,316 shares; 2025Q4: 281,985 shares; 2026Q1: 279,808 shares; 2026Q2: 276,797 shares 276,797 $80.1M 18.41% -3,011 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: 601,788 shares; 2024Q4: 609,732 shares; 2025Q1: 703,927 shares; 2025Q2: 681,582 shares; 2025Q3: 681,140 shares; 2025Q4: 676,346 shares; 2026Q1: 629,977 shares; 2026Q2: 632,371 shares 632,371 $52.4M 12.04% +2,394 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: 142,694 shares; 2024Q4: 142,115 shares; 2025Q1: 150,194 shares; 2025Q2: 146,339 shares; 2025Q3: 149,475 shares; 2025Q4: 151,840 shares; 2026Q1: 154,343 shares; 2026Q2: 158,328 shares 158,328 $48M 11.03% +3,985 Timeline USRT 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: 247,795 shares; 2025Q2: 240,396 shares; 2025Q3: 246,711 shares; 2025Q4: 250,649 shares; 2026Q1: 267,536 shares; 2026Q2: 275,472 shares 275,472 $18.3M 4.21% +7,936 Timeline SCHP 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: 78,433 shares; 2024Q4: 160,336 shares; 2025Q1: 389,461 shares; 2025Q2: 392,014 shares; 2025Q3: 404,126 shares; 2025Q4: 420,379 shares; 2026Q1: 336,363 shares; 2026Q2: 341,000 shares 341,000 $9.04M 2.08% +4,637 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,911 shares; 2024Q4: 16,051 shares; 2025Q1: 14,004 shares; 2025Q2: 12,402 shares; 2025Q3: 12,526 shares; 2025Q4: 12,719 shares; 2026Q1: 12,897 shares; 2026Q2: 13,100 shares 13,100 $5.59M 1.28% +203 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: 35,026 shares; 2024Q4: 35,758 shares; 2025Q1: 35,267 shares; 2025Q2: 35,718 shares; 2025Q3: 36,143 shares; 2025Q4: 37,667 shares; 2026Q1: 40,287 shares; 2026Q2: 42,791 shares 42,791 $4.24M 0.97% +2,504 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: 16,200 shares; 2024Q4: 16,325 shares; 2025Q1: 16,439 shares; 2025Q2: 16,025 shares; 2025Q3: 15,906 shares; 2025Q4: 15,871 shares; 2026Q1: 15,980 shares; 2026Q2: 16,065 shares 16,065 $4.04M 0.93% +85 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: 29,416 shares; 2024Q4: 30,457 shares; 2025Q1: 32,889 shares; 2025Q2: 33,018 shares; 2025Q3: 33,090 shares; 2025Q4: 33,251 shares; 2026Q1: 31,453 shares; 2026Q2: 33,846 shares 33,846 $3.52M 0.81% +2,393 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: 4,501 shares; 2024Q4: 4,451 shares; 2025Q1: 4,366 shares; 2025Q2: 4,332 shares; 2025Q3: 4,404 shares; 2025Q4: 4,707 shares; 2026Q1: 4,686 shares; 2026Q2: 4,545 shares 4,545 $3.39M 0.78% -141 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: 7,194 shares; 2024Q4: 7,229 shares; 2025Q1: 7,256 shares; 2025Q2: 7,292 shares; 2025Q3: 7,499 shares; 2025Q4: 7,531 shares; 2026Q1: 7,578 shares; 2026Q2: 7,619 shares 7,619 $3.17M 0.73% +41 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,677 shares; 2024Q4: 16,077 shares; 2025Q1: 16,077 shares; 2025Q2: 16,077 shares; 2025Q3: 16,077 shares; 2025Q4: 16,077 shares; 2026Q1: 14,077 shares; 2026Q2: 14,077 shares 14,077 $3.08M 0.71% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,768 shares; 2024Q4: 13,871 shares; 2025Q1: 14,036 shares; 2025Q2: 11,801 shares; 2025Q3: 11,784 shares; 2025Q4: 12,018 shares; 2026Q1: 15,218 shares; 2026Q2: 14,815 shares 14,815 $2.96M 0.68% -403 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: 7,610 shares; 2024Q4: 8,005 shares; 2025Q1: 8,016 shares; 2025Q2: 7,455 shares; 2025Q3: 7,463 shares; 2025Q4: 7,472 shares; 2026Q1: 7,531 shares; 2026Q2: 6,567 shares 6,567 $2.45M 0.56% -964 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,312 shares; 2024Q4: 3,531 shares; 2025Q1: 3,531 shares; 2025Q2: 3,531 shares; 2025Q3: 3,566 shares; 2025Q4: 3,648 shares; 2026Q1: 3,648 shares; 2026Q2: 4,499 shares 4,499 $2.25M 0.52% +851 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: 2,816 shares; 2024Q4: 2,820 shares; 2025Q1: 2,824 shares; 2025Q2: 2,827 shares; 2025Q3: 2,830 shares; 2025Q4: 2,833 shares; 2026Q1: 2,835 shares; 2026Q2: 2,838 shares 2,838 $2.14M 0.49% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,780 shares; 2026Q1: 12,783 shares; 2026Q2: 12,787 shares 12,787 $2.12M 0.49% +4 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: 5,266 shares; 2024Q4: 6,084 shares; 2025Q1: 6,088 shares; 2025Q2: 5,843 shares; 2025Q3: 5,847 shares; 2025Q4: 5,850 shares; 2026Q1: 5,853 shares; 2026Q2: 5,855 shares 5,855 $2.07M 0.48% +2 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: 10,906 shares; 2024Q4: 11,171 shares; 2025Q1: 11,138 shares; 2025Q2: 8,083 shares; 2025Q3: 8,083 shares; 2025Q4: 8,405 shares; 2026Q1: 8,537 shares; 2026Q2: 8,544 shares 8,544 $2.04M 0.47% +7 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: 2,656 shares; 2024Q4: 2,713 shares; 2025Q1: 2,714 shares; 2025Q2: 2,804 shares; 2025Q3: 2,805 shares; 2025Q4: 2,849 shares; 2026Q1: 2,822 shares; 2026Q2: 2,518 shares 2,518 $1.85M 0.43% -304 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,721 shares; 2025Q1: 2,721 shares; 2025Q2: 2,736 shares; 2025Q3: 2,736 shares; 2025Q4: 2,742 shares; 2026Q1: 2,742 shares; 2026Q2: 2,612 shares 2,612 $1.71M 0.39% -130 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: 8,064 shares; 2024Q4: 8,067 shares; 2025Q1: 8,071 shares; 2025Q2: 8,075 shares; 2025Q3: 8,078 shares; 2025Q4: 8,404 shares; 2026Q1: 8,401 shares; 2026Q2: 4,766 shares 4,766 $1.7M 0.39% -3,635 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: 6,837 shares; 2024Q4: 6,755 shares; 2025Q1: 6,659 shares; 2025Q2: 6,533 shares; 2025Q3: 6,551 shares; 2025Q4: 6,526 shares; 2026Q1: 6,506 shares; 2026Q2: 6,514 shares 6,514 $1.65M 0.38% +8 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: 17,508 shares; 2024Q4: 17,026 shares; 2025Q1: 17,097 shares; 2025Q2: 16,691 shares; 2025Q3: 16,458 shares; 2025Q4: 16,529 shares; 2026Q1: 16,618 shares; 2026Q2: 16,599 shares 16,599 $1.51M 0.35% -19 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,470 shares; 2024Q4: 8,015 shares; 2025Q1: 14,067 shares; 2025Q2: 15,091 shares; 2025Q3: 17,085 shares; 2025Q4: 18,852 shares; 2026Q1: 21,100 shares; 2026Q2: 21,069 shares 21,069 $1.46M 0.34% -31 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: 10,320 shares; 2024Q4: 10,165 shares; 2025Q1: 10,180 shares; 2025Q2: 9,334 shares; 2025Q3: 9,257 shares; 2025Q4: 9,208 shares; 2026Q1: 8,943 shares; 2026Q2: 8,981 shares 8,981 $1.37M 0.31% +38 Timeline AOA 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: 4,391 shares; 2025Q1: 8,211 shares; 2025Q2: 8,343 shares; 2025Q3: 8,640 shares; 2025Q4: 9,310 shares; 2026Q1: 10,772 shares; 2026Q2: 11,084 shares 11,084 $1.08M 0.25% +312 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: 1,100 shares; 2024Q4: 1,101 shares; 2025Q1: 1,103 shares; 2025Q2: 1,106 shares; 2025Q3: 1,107 shares; 2025Q4: 1,108 shares; 2026Q1: 1,110 shares; 2026Q2: 8,886 shares 8,886 $1.06M 0.24% +7,776 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,243 shares 5,243 $999K 0.23% new 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: 8,094 shares; 2024Q4: 8,139 shares; 2025Q1: 8,182 shares; 2025Q2: 8,230 shares; 2025Q3: 8,270 shares; 2025Q4: 8,310 shares; 2026Q1: 8,347 shares; 2026Q2: 8,379 shares 8,379 $984K 0.23% +32 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,407 shares; 2026Q1: 2,360 shares; 2026Q2: 2,468 shares 2,468 $923K 0.21% +108 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: 690 shares; 2024Q4: 691 shares; 2025Q1: 686 shares; 2025Q2: 699 shares; 2025Q3: 688 shares; 2025Q4: 722 shares; 2026Q1: 723 shares; 2026Q2: 723 shares 723 $867K 0.2% 0 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: 760 shares; 2024Q4: 763 shares; 2025Q1: 766 shares; 2025Q2: 768 shares; 2025Q3: 771 shares; 2025Q4: 773 shares; 2026Q1: 774 shares; 2026Q2: 776 shares 776 $826K 0.19% +2 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: 383 shares 383 $794K 0.18% new 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: 2,242 shares; 2024Q4: 2,242 shares; 2025Q1: 2,250 shares; 2025Q2: 2,246 shares; 2025Q3: 2,248 shares; 2025Q4: 2,257 shares; 2026Q1: 2,259 shares; 2026Q2: 2,226 shares 2,226 $785K 0.18% -33 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: 5,839 shares; 2024Q4: 5,870 shares; 2025Q1: 5,727 shares; 2025Q2: 4,104 shares; 2025Q3: 3,153 shares; 2025Q4: 3,093 shares; 2026Q1: 3,111 shares; 2026Q2: 3,113 shares 3,113 $737K 0.17% +2 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,524 shares; 2024Q4: 35,804 shares; 2025Q1: 35,751 shares; 2025Q2: 36,182 shares; 2025Q3: 36,398 shares; 2025Q4: 36,803 shares; 2026Q1: 37,190 shares; 2026Q2: 24,810 shares 24,810 $732K 0.17% -12,380 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,133 shares; 2024Q4: 8,192 shares; 2025Q1: 5,201 shares; 2025Q2: 5,237 shares; 2025Q3: 5,272 shares; 2025Q4: 5,306 shares; 2026Q1: 5,335 shares; 2026Q2: 5,330 shares 5,330 $729K 0.17% -5 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 597 shares; 2026Q1: 591 shares; 2026Q2: 618 shares 618 $726K 0.17% +27 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: 1,811 shares; 2024Q4: 1,813 shares; 2025Q1: 1,814 shares; 2025Q2: 1,799 shares; 2025Q3: 1,818 shares; 2025Q4: 1,890 shares; 2026Q1: 1,847 shares; 2026Q2: 1,864 shares 1,864 $704K 0.16% +17 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,257 shares; 2024Q4: 4,265 shares; 2025Q1: 4,275 shares; 2025Q2: 4,284 shares; 2025Q3: 4,293 shares; 2025Q4: 1,957 shares; 2026Q1: 1,962 shares; 2026Q2: 1,967 shares 1,967 $677K 0.16% +5 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,363 shares; 2024Q4: 10,664 shares; 2025Q1: 10,736 shares; 2025Q2: 10,824 shares; 2025Q3: 11,085 shares; 2025Q4: 11,531 shares; 2026Q1: 11,785 shares; 2026Q2: 12,493 shares 12,493 $621K 0.14% +708 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: 2,176 shares; 2024Q4: 2,186 shares; 2025Q1: 2,194 shares; 2025Q2: 2,191 shares; 2025Q3: 2,149 shares; 2025Q4: 2,158 shares; 2026Q1: 2,167 shares; 2026Q2: 2,176 shares 2,176 $588K 0.14% +9 Timeline AOM 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: 8,026 shares; 2025Q2: 9,657 shares; 2025Q3: 9,954 shares; 2025Q4: 10,550 shares; 2026Q1: 10,725 shares; 2026Q2: 11,532 shares 11,532 $575K 0.13% +807 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,770 shares; 2024Q4: 6,549 shares; 2025Q1: 6,386 shares; 2025Q2: 5,803 shares; 2025Q3: 5,617 shares; 2025Q4: 5,326 shares; 2026Q1: 5,245 shares; 2026Q2: 4,922 shares 4,922 $575K 0.13% -323 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: 784 shares; 2024Q4: 786 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 815 shares; 2025Q4: 819 shares; 2026Q1: 822 shares; 2026Q2: 824 shares 824 $566K 0.13% +2 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: 1,424 shares; 2024Q4: 1,441 shares; 2025Q1: 1,534 shares; 2025Q2: 1,315 shares; 2025Q3: 1,325 shares; 2025Q4: 1,330 shares; 2026Q1: 1,322 shares; 2026Q2: 1,322 shares 1,322 $556K 0.13% 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: 4,291 shares; 2024Q4: 4,301 shares; 2025Q1: 4,304 shares; 2025Q2: 5,688 shares; 2025Q3: 5,512 shares; 2025Q4: 5,512 shares; 2026Q1: 5,043 shares; 2026Q2: 5,587 shares 5,587 $538K 0.12% +544 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: 2,126 shares; 2024Q4: 2,134 shares; 2025Q1: 2,141 shares; 2025Q2: 1,887 shares; 2025Q3: 1,884 shares; 2025Q4: 1,803 shares; 2026Q1: 1,810 shares; 2026Q2: 1,854 shares 1,854 $521K 0.12% +44 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: 4,884 shares; 2024Q4: 4,884 shares; 2025Q1: 4,888 shares; 2025Q2: 4,748 shares; 2025Q3: 4,753 shares; 2025Q4: 4,753 shares; 2026Q1: 4,757 shares; 2026Q2: 4,594 shares 4,594 $520K 0.12% -163 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,313 shares; 2024Q4: 23,313 shares; 2025Q1: 23,143 shares; 2025Q2: 23,078 shares; 2025Q3: 19,278 shares; 2025Q4: 18,878 shares; 2026Q1: 18,590 shares; 2026Q2: 18,590 shares 18,590 $495K 0.11% 0 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: 5,186 shares; 2024Q4: 5,186 shares; 2025Q1: 5,205 shares; 2025Q2: 5,222 shares; 2025Q3: 5,255 shares; 2025Q4: 5,284 shares; 2026Q1: 5,312 shares; 2026Q2: 5,342 shares 5,342 $469K 0.11% +30 Timeline L LOEWS CORP More: the full row for LOEWS 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: 4,019 shares 4,019 $455K 0.1% new 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: 776 shares; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 776 shares; 2026Q2: 776 shares 776 $437K 0.1% 0 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: 3,268 shares; 2024Q4: 3,278 shares; 2025Q1: 3,321 shares; 2025Q2: 3,337 shares; 2025Q3: 3,354 shares; 2025Q4: 3,372 shares; 2026Q1: 2,873 shares; 2026Q2: 2,892 shares 2,892 $424K 0.1% +19 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: 1,252 shares; 2024Q4: 1,253 shares; 2025Q1: 1,255 shares; 2025Q2: 1,258 shares; 2025Q3: 1,260 shares; 2025Q4: 1,262 shares; 2026Q1: 1,264 shares; 2026Q2: 1,266 shares 1,266 $414K 0.1% +2 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO 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: 25,746 shares; 2026Q2: 25,746 shares 25,746 $413K 0.09% 0 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: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $408K 0.09% 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: 2,055 shares; 2024Q4: 2,129 shares; 2025Q1: 2,163 shares; 2025Q2: 2,207 shares; 2025Q3: 2,210 shares; 2025Q4: 2,217 shares; 2026Q1: 2,229 shares; 2026Q2: 2,246 shares 2,246 $406K 0.09% +17 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,154 shares; 2024Q4: 2,161 shares; 2025Q1: 2,167 shares; 2025Q2: 2,157 shares; 2025Q3: 2,098 shares; 2025Q4: 2,105 shares; 2026Q1: 2,112 shares; 2026Q2: 1,814 shares 1,814 $404K 0.09% -298 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 628 shares; 2026Q2: 628 shares 628 $402K 0.09% 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: 8,597 shares; 2024Q4: 9,150 shares; 2025Q1: 9,272 shares; 2025Q2: 9,158 shares; 2025Q3: 8,779 shares; 2025Q4: 9,677 shares; 2026Q1: 9,912 shares; 2026Q2: 9,438 shares 9,438 $400K 0.09% -474 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: 1,142 shares; 2024Q4: 1,145 shares; 2025Q1: 1,148 shares; 2025Q2: 1,150 shares; 2025Q3: 1,151 shares; 2025Q4: 1,153 shares; 2026Q1: 1,153 shares; 2026Q2: 1,154 shares 1,154 $396K 0.09% +1 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: 721 shares; 2024Q4: 721 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 5,360 shares; 2026Q1: 5,360 shares; 2026Q2: 5,360 shares 5,360 $383K 0.09% 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: 703 shares; 2024Q4: 699 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 687 shares; 2025Q4: 688 shares; 2026Q1: 681 shares; 2026Q2: 4,220 shares 4,220 $364K 0.08% +3,539 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: 2,182 shares; 2024Q4: 2,195 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,573 shares; 2025Q4: 1,589 shares; 2026Q1: 1,580 shares; 2026Q2: 1,656 shares 1,656 $361K 0.08% +76 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,469 shares; 2025Q1: 1,472 shares; 2025Q2: 1,474 shares; 2025Q3: 1,476 shares; 2025Q4: 2,954 shares; 2026Q1: 2,958 shares; 2026Q2: 2,962 shares 2,962 $347K 0.08% +4 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $342K 0.08% 0 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: 932 shares; 2024Q4: 932 shares; 2025Q1: 932 shares; 2025Q2: 932 shares; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 933 shares; 2026Q2: 933 shares 933 $330K 0.08% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278 shares; 2024Q4: 2,281 shares; 2025Q1: 2,284 shares; 2025Q2: 2,191 shares; 2025Q3: 2,194 shares; 2025Q4: 2,197 shares; 2026Q1: 2,202 shares; 2026Q2: 2,206 shares 2,206 $323K 0.07% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,332 shares; 2025Q4: 1,518 shares; 2026Q1: 1,524 shares; 2026Q2: 1,529 shares 1,529 $320K 0.07% +5 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,515 shares; 2024Q4: 5,534 shares; 2025Q1: 5,736 shares; 2025Q2: 5,738 shares; 2025Q3: 5,747 shares; 2025Q4: 5,749 shares; 2026Q1: 5,756 shares; 2026Q2: 6,027 shares 6,027 $313K 0.07% +271 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: 506 shares 506 $294K 0.07% new 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: 5,903 shares; 2024Q4: 5,714 shares; 2025Q1: 5,562 shares; 2025Q2: 5,320 shares; 2025Q3: 5,063 shares; 2025Q4: 5,063 shares; 2026Q1: 5,097 shares; 2026Q2: 4,963 shares 4,963 $287K 0.07% -134 Timeline JNK 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: 2,362 shares; 2024Q4: 2,387 shares; 2025Q1: 2,466 shares; 2025Q2: 2,547 shares; 2025Q3: 2,650 shares; 2025Q4: 2,803 shares; 2026Q1: 2,783 shares; 2026Q2: 2,929 shares 2,929 $282K 0.06% +146 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,743 shares; 2025Q3: 9,614 shares; 2025Q4: 6,326 shares; 2026Q1: 6,337 shares; 2026Q2: 6,026 shares 6,026 $281K 0.06% -311 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: 3,784 shares; 2024Q4: 3,835 shares; 2025Q1: 3,847 shares; 2025Q2: 3,383 shares; 2025Q3: 3,400 shares; 2025Q4: 3,423 shares; 2026Q1: 3,424 shares; 2026Q2: 3,443 shares 3,443 $280K 0.06% +19 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 568 shares 568 $271K 0.06% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,790 shares; 2024Q4: 13,051 shares; 2025Q1: 12,063 shares; 2025Q2: 12,008 shares; 2025Q3: 11,965 shares; 2025Q4: 13,573 shares; 2026Q1: 13,601 shares; 2026Q2: 13,003 shares 13,003 $269K 0.06% -598 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: 746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 676 shares; 2025Q3: 691 shares; 2025Q4: 693 shares; 2026Q1: 683 shares; 2026Q2: 684 shares 684 $253K 0.06% +1 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: 2,630 shares; 2024Q4: 2,636 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,928 shares; 2026Q1: 1,938 shares; 2026Q2: 1,947 shares 1,947 $250K 0.06% +9 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: 703 shares; 2025Q3: 704 shares; 2025Q4: 965 shares; 2026Q1: 966 shares; 2026Q2: 968 shares 968 $240K 0.06% +2 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 2,374 shares; 2025Q3: 2,374 shares; 2025Q4: 2,374 shares; 2026Q1: 2,374 shares; 2026Q2: 2,374 shares 2,374 $227K 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,319 shares; 2025Q4: 3,327 shares; 2026Q1: 3,333 shares; 2026Q2: 867 shares 867 $222K 0.05% -2,466 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: 6,259 shares; 2024Q4: 5,147 shares; 2025Q1: 5,153 shares; 2025Q2: not reported; 2025Q3: 4,024 shares; 2025Q4: 4,102 shares; 2026Q1: not reported; 2026Q2: 3,574 shares 3,574 $213K 0.05% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 182 shares 182 $210K 0.05% new Timeline VT 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: 4,624 shares; 2024Q4: 4,658 shares; 2025Q1: 4,673 shares; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 1,506 shares; 2026Q1: 1,510 shares; 2026Q2: 1,321 shares 1,321 $207K 0.05% -189 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 1,769 shares 1,769 $203K 0.05% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,080 shares; 2026Q2: 1,070 shares 1,070 $203K 0.05% -10 Timeline GLND GREENLAND ENERGY CO More: the full row for GREENLAND ENERGY 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: 33,330 shares 33,330 $73.3K 0.02% new Timeline