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: 159,242 shares; 2024Q4: 164,475 shares; 2025Q1: 167,979 shares; 2025Q2: 174,123 shares; 2025Q3: 180,332 shares; 2025Q4: 176,265 shares; 2026Q1: 178,603 shares; 2026Q2: 626,046 shares 626,046 $50.4M 9.51% +447,443 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: 126,784 shares; 2024Q4: 127,341 shares; 2025Q1: 120,412 shares; 2025Q2: 120,074 shares; 2025Q3: 119,996 shares; 2025Q4: 115,785 shares; 2026Q1: 114,432 shares; 2026Q2: 114,427 shares 114,427 $33.1M 6.25% -5 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: 58,458 shares; 2024Q4: 59,098 shares; 2025Q1: 58,747 shares; 2025Q2: 58,718 shares; 2025Q3: 58,548 shares; 2025Q4: 56,924 shares; 2026Q1: 57,608 shares; 2026Q2: 61,553 shares 61,553 $23M 4.33% +3,945 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: 121,721 shares; 2024Q4: 122,056 shares; 2025Q1: 120,328 shares; 2025Q2: 120,458 shares; 2025Q3: 119,768 shares; 2025Q4: 110,835 shares; 2026Q1: 108,456 shares; 2026Q2: 105,903 shares 105,903 $21.2M 4% -2,553 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,607 shares; 2024Q4: 297,854 shares; 2025Q1: 316,031 shares; 2025Q2: 328,629 shares; 2025Q3: 252,281 shares; 2025Q4: 237,356 shares; 2026Q1: 233,931 shares; 2026Q2: 225,414 shares 225,414 $18.6M 3.5% -8,517 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: 66,826 shares; 2024Q4: 67,960 shares; 2025Q1: 64,248 shares; 2025Q2: 64,506 shares; 2025Q3: 64,354 shares; 2025Q4: 62,427 shares; 2026Q1: 63,432 shares; 2026Q2: 62,345 shares 62,345 $14.9M 2.8% -1,087 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: 55,853 shares; 2024Q4: 55,482 shares; 2025Q1: 51,240 shares; 2025Q2: 50,719 shares; 2025Q3: 48,945 shares; 2025Q4: 43,587 shares; 2026Q1: 42,718 shares; 2026Q2: 41,592 shares 41,592 $14.7M 2.77% -1,126 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: 44,625 shares; 2024Q4: 45,925 shares; 2025Q1: 44,302 shares; 2025Q2: 44,899 shares; 2025Q3: 43,418 shares; 2025Q4: 38,674 shares; 2026Q1: 38,679 shares; 2026Q2: 35,961 shares 35,961 $12.9M 2.42% -2,718 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: 35,683 shares; 2024Q4: 35,995 shares; 2025Q1: 33,573 shares; 2025Q2: 33,566 shares; 2025Q3: 33,706 shares; 2025Q4: 32,486 shares; 2026Q1: 32,383 shares; 2026Q2: 37,604 shares 37,604 $12.3M 2.32% +5,221 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: 11,803 shares; 2024Q4: 12,048 shares; 2025Q1: 11,962 shares; 2025Q2: 11,969 shares; 2025Q3: 11,954 shares; 2025Q4: 11,537 shares; 2026Q1: 11,417 shares; 2026Q2: 10,980 shares 10,980 $11.7M 2.21% -437 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: 144,460 shares; 2024Q4: 173,827 shares; 2025Q1: 172,326 shares; 2025Q2: 174,330 shares; 2025Q3: 176,835 shares; 2025Q4: 169,283 shares; 2026Q1: 163,802 shares; 2026Q2: 163,157 shares 163,157 $11.6M 2.19% -645 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: 35,058 shares; 2024Q4: 35,718 shares; 2025Q1: 33,247 shares; 2025Q2: 32,095 shares; 2025Q3: 32,463 shares; 2025Q4: 30,362 shares; 2026Q1: 30,608 shares; 2026Q2: 30,642 shares 30,642 $11.6M 2.18% +34 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: 14,157 shares; 2024Q4: 68,107 shares; 2025Q1: 60,319 shares; 2025Q2: 79,988 shares; 2025Q3: 120,036 shares; 2025Q4: 229,865 shares; 2026Q1: 282,311 shares; 2026Q2: 291,375 shares 291,375 $9.86M 1.86% +9,064 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: 36,115 shares; 2024Q4: 36,214 shares; 2025Q1: 35,248 shares; 2025Q2: 36,011 shares; 2025Q3: 36,669 shares; 2025Q4: 34,228 shares; 2026Q1: 34,033 shares; 2026Q2: 33,795 shares 33,795 $8.5M 1.6% -238 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: 57,064 shares; 2024Q4: 57,774 shares; 2025Q1: 59,011 shares; 2025Q2: 59,542 shares; 2025Q3: 62,488 shares; 2025Q4: 62,080 shares; 2026Q1: 61,770 shares; 2026Q2: 60,915 shares 60,915 $8.33M 1.57% -855 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: 146,223 shares; 2024Q4: 146,728 shares; 2025Q1: 136,279 shares; 2025Q2: 135,004 shares; 2025Q3: 134,217 shares; 2025Q4: 117,351 shares; 2026Q1: 111,683 shares; 2026Q2: 104,414 shares 104,414 $8.05M 1.52% -7,269 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: 12,312 shares; 2024Q4: 12,147 shares; 2025Q1: 12,432 shares; 2025Q2: 12,386 shares; 2025Q3: 13,683 shares; 2025Q4: 13,194 shares; 2026Q1: 12,972 shares; 2026Q2: 15,165 shares 15,165 $7.59M 1.43% +2,193 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: 25,881 shares; 2024Q4: 52,673 shares; 2025Q1: 37,458 shares; 2025Q2: 36,936 shares; 2025Q3: 46,096 shares; 2025Q4: 78,840 shares; 2026Q1: 88,770 shares; 2026Q2: 93,799 shares 93,799 $7.19M 1.36% +5,029 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: 42,545 shares; 2024Q4: 42,910 shares; 2025Q1: 42,054 shares; 2025Q2: 41,804 shares; 2025Q3: 41,402 shares; 2025Q4: 39,335 shares; 2026Q1: 38,135 shares; 2026Q2: 37,919 shares 37,919 $7.19M 1.36% -216 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: 48,542 shares; 2024Q4: 49,376 shares; 2025Q1: 52,803 shares; 2025Q2: 53,744 shares; 2025Q3: 59,215 shares; 2025Q4: 55,781 shares; 2026Q1: 55,630 shares; 2026Q2: 54,175 shares 54,175 $6.96M 1.31% -1,455 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,928 shares; 2024Q4: 58,899 shares; 2025Q1: 52,237 shares; 2025Q2: 52,860 shares; 2025Q3: 81,519 shares; 2025Q4: 163,773 shares; 2026Q1: 197,233 shares; 2026Q2: 199,696 shares 199,696 $6.95M 1.31% +2,463 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: 71,068 shares; 2024Q4: 71,508 shares; 2025Q1: 68,966 shares; 2025Q2: 68,497 shares; 2025Q3: 68,201 shares; 2025Q4: 60,732 shares; 2026Q1: 60,815 shares; 2026Q2: 53,759 shares 53,759 $6.31M 1.19% -7,056 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: 18,457 shares; 2024Q4: 18,532 shares; 2025Q1: 18,719 shares; 2025Q2: 18,842 shares; 2025Q3: 19,547 shares; 2025Q4: 19,059 shares; 2026Q1: 19,273 shares; 2026Q2: 21,734 shares 21,734 $5.91M 1.12% +2,461 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: 16,332 shares; 2024Q4: 16,440 shares; 2025Q1: 16,083 shares; 2025Q2: 16,050 shares; 2025Q3: 16,807 shares; 2025Q4: 16,399 shares; 2026Q1: 16,778 shares; 2026Q2: 16,286 shares 16,286 $5.74M 1.08% -492 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: 13,371 shares; 2024Q4: 13,434 shares; 2025Q1: 13,715 shares; 2025Q2: 13,812 shares; 2025Q3: 13,947 shares; 2025Q4: 13,447 shares; 2026Q1: 13,666 shares; 2026Q2: 13,426 shares 13,426 $5.72M 1.08% -240 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: 19,998 shares; 2024Q4: 20,130 shares; 2025Q1: 19,818 shares; 2025Q2: 19,783 shares; 2025Q3: 19,965 shares; 2025Q4: 19,504 shares; 2026Q1: 19,534 shares; 2026Q2: 20,319 shares 20,319 $5.49M 1.04% +785 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: 5,996 shares; 2024Q4: 6,061 shares; 2025Q1: 5,684 shares; 2025Q2: 5,675 shares; 2025Q3: 5,730 shares; 2025Q4: 5,545 shares; 2026Q1: 5,632 shares; 2026Q2: 5,594 shares 5,594 $5.23M 0.99% -38 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,385 shares; 2024Q4: 10,668 shares; 2025Q1: 11,760 shares; 2025Q2: 14,704 shares; 2025Q3: 19,970 shares; 2025Q4: 38,560 shares; 2026Q1: 47,491 shares; 2026Q2: 48,999 shares 48,999 $5.2M 0.98% +1,508 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: 10,100 shares; 2024Q4: 10,106 shares; 2025Q1: 8,752 shares; 2025Q2: 8,816 shares; 2025Q3: 8,767 shares; 2025Q4: 7,417 shares; 2026Q1: 7,433 shares; 2026Q2: 9,175 shares 9,175 $5.17M 0.97% +1,742 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: 88,988 shares; 2024Q4: 103,720 shares; 2025Q1: 77,490 shares; 2025Q2: 74,888 shares; 2025Q3: 73,493 shares; 2025Q4: 64,640 shares; 2026Q1: 64,244 shares; 2026Q2: 62,226 shares 62,226 $5.15M 0.97% -2,018 Timeline SLYV 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: 57,083 shares; 2024Q4: 56,386 shares; 2025Q1: 54,315 shares; 2025Q2: 52,440 shares; 2025Q3: 46,936 shares; 2025Q4: 46,898 shares; 2026Q1: 46,771 shares; 2026Q2: 46,224 shares 46,224 $5.04M 0.95% -547 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: 14,385 shares; 2024Q4: 14,663 shares; 2025Q1: 13,919 shares; 2025Q2: 14,376 shares; 2025Q3: 14,441 shares; 2025Q4: 13,783 shares; 2026Q1: 14,230 shares; 2026Q2: 14,411 shares 14,411 $4.94M 0.93% +181 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: 32,439 shares; 2024Q4: 32,624 shares; 2025Q1: 32,689 shares; 2025Q2: 32,620 shares; 2025Q3: 33,224 shares; 2025Q4: 32,715 shares; 2026Q1: 32,561 shares; 2026Q2: 32,115 shares 32,115 $4.71M 0.89% -446 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: 19,415 shares; 2024Q4: 25,389 shares; 2025Q1: 32,108 shares; 2025Q2: 33,315 shares; 2025Q3: 36,141 shares; 2025Q4: 43,216 shares; 2026Q1: 47,339 shares; 2026Q2: 47,693 shares 47,693 $4.61M 0.87% +354 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,155 shares; 2025Q1: 1,086 shares; 2025Q2: 1,077 shares; 2025Q3: 1,061 shares; 2025Q4: 997 shares; 2026Q1: 1,020 shares; 2026Q2: 25,051 shares 25,051 $4.47M 0.84% +24,031 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: 14,189 shares; 2024Q4: 14,338 shares; 2025Q1: 14,098 shares; 2025Q2: 13,979 shares; 2025Q3: 14,100 shares; 2025Q4: 13,149 shares; 2026Q1: 13,103 shares; 2026Q2: 12,793 shares 12,793 $4.36M 0.82% -310 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: 48,660 shares; 2024Q4: 48,936 shares; 2025Q1: 44,072 shares; 2025Q2: 43,231 shares; 2025Q3: 42,873 shares; 2025Q4: 40,380 shares; 2026Q1: 38,755 shares; 2026Q2: 38,086 shares 38,086 $4.31M 0.81% -669 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: 33,745 shares; 2024Q4: 33,451 shares; 2025Q1: 32,274 shares; 2025Q2: 32,066 shares; 2025Q3: 32,951 shares; 2025Q4: 32,577 shares; 2026Q1: 30,714 shares; 2026Q2: 30,987 shares 30,987 $4.2M 0.79% +273 Timeline LORD ABBETT INVT TR LORD ABBETT INVT TR More: the full row for LORD ABBETT INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 959,222 shares; 2024Q4: 953,719 shares; 2025Q1: 1,018,285 shares; 2025Q2: 1,043,182 shares; 2025Q3: 1,033,966 shares; 2025Q4: 1,025,617 shares; 2026Q1: 1,013,740 shares; 2026Q2: 1,037,457 shares 1,037,457 $3.97M 0.75% +23,717 JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,194 shares; 2024Q4: 18,635 shares; 2025Q1: 18,010 shares; 2025Q2: 17,334 shares; 2025Q3: 17,713 shares; 2025Q4: 16,170 shares; 2026Q1: 15,724 shares; 2026Q2: 15,285 shares 15,285 $3.88M 0.73% -439 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: 6,321 shares; 2024Q4: 6,367 shares; 2025Q1: 6,681 shares; 2025Q2: 6,713 shares; 2025Q3: 7,158 shares; 2025Q4: 6,850 shares; 2026Q1: 7,169 shares; 2026Q2: 7,119 shares 7,119 $3.57M 0.67% -50 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: 11,844 shares; 2024Q4: 11,458 shares; 2025Q1: 10,378 shares; 2025Q2: 10,461 shares; 2025Q3: 10,454 shares; 2025Q4: 9,242 shares; 2026Q1: 8,940 shares; 2026Q2: 8,455 shares 8,455 $3.56M 0.67% -485 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,543 shares; 2024Q4: 6,513 shares; 2025Q1: 6,513 shares; 2025Q2: 6,438 shares; 2025Q3: 6,721 shares; 2025Q4: 6,720 shares; 2026Q1: 6,682 shares; 2026Q2: 6,694 shares 6,694 $3.52M 0.66% +12 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,827 shares; 2024Q4: 6,988 shares; 2025Q1: 6,517 shares; 2025Q2: 6,568 shares; 2025Q3: 6,929 shares; 2025Q4: 7,248 shares; 2026Q1: 7,560 shares; 2026Q2: 7,646 shares 7,646 $3.51M 0.66% +86 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: 32,965 shares; 2024Q4: 30,093 shares; 2025Q1: 30,015 shares; 2025Q2: 29,654 shares; 2025Q3: 26,807 shares; 2025Q4: 27,209 shares; 2026Q1: 23,893 shares; 2026Q2: 23,125 shares 23,125 $3.43M 0.65% -768 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: 13,453 shares; 2024Q4: 13,412 shares; 2025Q1: 12,524 shares; 2025Q2: 12,442 shares; 2025Q3: 12,357 shares; 2025Q4: 11,912 shares; 2026Q1: 11,854 shares; 2026Q2: 12,251 shares 12,251 $3.41M 0.64% +397 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: 20,861 shares; 2024Q4: 20,741 shares; 2025Q1: 20,441 shares; 2025Q2: 20,755 shares; 2025Q3: 21,292 shares; 2025Q4: 18,881 shares; 2026Q1: 18,328 shares; 2026Q2: 17,967 shares 17,967 $3.32M 0.63% -361 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,847 shares; 2024Q4: 13,065 shares; 2025Q1: 12,649 shares; 2025Q2: 12,681 shares; 2025Q3: 12,908 shares; 2025Q4: 12,616 shares; 2026Q1: 12,834 shares; 2026Q2: 12,510 shares 12,510 $3.08M 0.58% -324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,377 shares; 2025Q3: 18,468 shares; 2025Q4: 18,028 shares; 2026Q1: 20,255 shares; 2026Q2: 24,699 shares 24,699 $2.91M 0.55% +4,444 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: 8,793 shares; 2024Q4: 8,776 shares; 2025Q1: 8,767 shares; 2025Q2: 8,465 shares; 2025Q3: 8,479 shares; 2025Q4: 8,423 shares; 2026Q1: 8,379 shares; 2026Q2: 8,439 shares 8,439 $2.91M 0.55% +60 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,165 shares; 2024Q4: 27,422 shares; 2025Q1: 29,113 shares; 2025Q2: 29,088 shares; 2025Q3: 29,674 shares; 2025Q4: 27,907 shares; 2026Q1: 28,282 shares; 2026Q2: 27,563 shares 27,563 $2.87M 0.54% -719 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,235 shares; 2024Q4: 5,322 shares; 2025Q1: 5,464 shares; 2025Q2: 5,458 shares; 2025Q3: 5,468 shares; 2025Q4: 5,236 shares; 2026Q1: 5,265 shares; 2026Q2: 5,160 shares 5,160 $2.63M 0.5% -105 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: 29,036 shares; 2024Q4: 28,618 shares; 2025Q1: 26,143 shares; 2025Q2: 26,256 shares; 2025Q3: 29,035 shares; 2025Q4: 27,550 shares; 2026Q1: 27,731 shares; 2026Q2: 27,726 shares 27,726 $2.43M 0.46% -5 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: 6,060 shares; 2024Q4: 5,763 shares; 2025Q1: 5,166 shares; 2025Q2: 5,025 shares; 2025Q3: 5,025 shares; 2025Q4: 4,679 shares; 2026Q1: 4,479 shares; 2026Q2: 4,485 shares 4,485 $2.3M 0.43% +6 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 8,984 shares 8,984 $2.26M 0.43% 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: 13,763 shares; 2024Q4: 13,804 shares; 2025Q1: 12,519 shares; 2025Q2: 12,281 shares; 2025Q3: 12,406 shares; 2025Q4: 11,512 shares; 2026Q1: 11,634 shares; 2026Q2: 11,652 shares 11,652 $2.22M 0.42% +18 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,169 shares; 2024Q4: 9,912 shares; 2025Q1: 9,912 shares; 2025Q2: 9,727 shares; 2025Q3: 9,572 shares; 2025Q4: 9,470 shares; 2026Q1: 9,470 shares; 2026Q2: 9,325 shares 9,325 $2.22M 0.42% -145 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,354 shares; 2024Q4: 3,328 shares; 2025Q1: 3,381 shares; 2025Q2: 3,469 shares; 2025Q3: 3,727 shares; 2025Q4: 3,608 shares; 2026Q1: 3,515 shares; 2026Q2: 3,860 shares 3,860 $1.97M 0.37% +345 Timeline SPSB 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: 9,766 shares; 2024Q4: 10,306 shares; 2025Q1: 12,311 shares; 2025Q2: 14,435 shares; 2025Q3: 22,896 shares; 2025Q4: 48,602 shares; 2026Q1: 61,591 shares; 2026Q2: 64,135 shares 64,135 $1.92M 0.36% +2,544 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: 8,368 shares 8,368 $1.85M 0.35% new 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: 11,786 shares; 2024Q4: 11,965 shares; 2025Q1: 11,982 shares; 2025Q2: 12,094 shares; 2025Q3: 12,414 shares; 2025Q4: 11,438 shares; 2026Q1: 11,877 shares; 2026Q2: 11,715 shares 11,715 $1.84M 0.35% -162 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: 8,368 shares 8,368 $1.83M 0.34% new Timeline SCHO 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: 10,625 shares; 2024Q4: 22,693 shares; 2025Q1: 23,658 shares; 2025Q2: 25,278 shares; 2025Q3: 33,331 shares; 2025Q4: 51,862 shares; 2026Q1: 62,244 shares; 2026Q2: 71,797 shares 71,797 $1.73M 0.33% +9,553 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: 3,672 shares; 2024Q4: 3,687 shares; 2025Q1: 3,405 shares; 2025Q2: 3,417 shares; 2025Q3: 3,418 shares; 2025Q4: 2,772 shares; 2026Q1: 2,667 shares; 2026Q2: 2,662 shares 2,662 $1.69M 0.32% -5 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: 11,471 shares; 2024Q4: 11,431 shares; 2025Q1: 11,216 shares; 2025Q2: 11,578 shares; 2025Q3: 12,176 shares; 2025Q4: 10,483 shares; 2026Q1: 9,451 shares; 2026Q2: 9,714 shares 9,714 $1.61M 0.3% +263 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,665 shares; 2024Q4: 23,373 shares; 2025Q1: 21,749 shares; 2025Q2: 22,508 shares; 2025Q3: 24,629 shares; 2025Q4: 20,279 shares; 2026Q1: 19,528 shares; 2026Q2: 19,478 shares 19,478 $1.45M 0.27% -50 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: 10,285 shares; 2024Q4: 8,749 shares; 2025Q1: 8,969 shares; 2025Q2: 8,955 shares; 2025Q3: 9,026 shares; 2025Q4: 7,790 shares; 2026Q1: 8,520 shares; 2026Q2: 8,380 shares 8,380 $1.37M 0.26% -140 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: 8,935 shares; 2024Q4: 8,925 shares; 2025Q1: 8,357 shares; 2025Q2: 8,187 shares; 2025Q3: 8,054 shares; 2025Q4: 7,454 shares; 2026Q1: 5,954 shares; 2026Q2: 5,940 shares 5,940 $1.33M 0.25% -14 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,653 shares; 2024Q4: 5,667 shares; 2025Q1: 5,200 shares; 2025Q2: 5,129 shares; 2025Q3: 5,334 shares; 2025Q4: 4,753 shares; 2026Q1: 4,786 shares; 2026Q2: 4,495 shares 4,495 $1.32M 0.25% -291 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,379 shares; 2024Q4: 6,379 shares; 2025Q1: 6,379 shares; 2025Q2: 6,379 shares; 2025Q3: 6,379 shares; 2025Q4: 6,379 shares; 2026Q1: 6,379 shares; 2026Q2: 24,044 shares 24,044 $1.27M 0.24% +17,665 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: 5,306 shares; 2024Q4: 4,046 shares; 2025Q1: 3,699 shares; 2025Q2: 3,583 shares; 2025Q3: 3,583 shares; 2025Q4: 3,079 shares; 2026Q1: 3,079 shares; 2026Q2: 3,121 shares 3,121 $1.24M 0.23% +42 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: 5,102 shares; 2024Q4: 4,833 shares; 2025Q1: 4,527 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,460 shares; 2026Q2: 4,437 shares 4,437 $1.2M 0.23% -23 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: 119,589 shares; 2024Q4: 118,215 shares; 2025Q1: 121,945 shares; 2025Q2: 128,495 shares; 2025Q3: 133,415 shares; 2025Q4: 132,871 shares; 2026Q1: 106,821 shares; 2026Q2: 12,331 shares 12,331 $1.19M 0.22% -94,490 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: 4,684 shares; 2024Q4: 4,448 shares; 2025Q1: 4,304 shares; 2025Q2: 3,941 shares; 2025Q3: 3,941 shares; 2025Q4: 3,870 shares; 2026Q1: 3,804 shares; 2026Q2: 3,750 shares 3,750 $1.18M 0.22% -54 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: 7,717 shares; 2024Q4: 7,564 shares; 2025Q1: 7,612 shares; 2025Q2: 7,716 shares; 2025Q3: 7,784 shares; 2025Q4: 7,138 shares; 2026Q1: 6,344 shares; 2026Q2: 6,339 shares 6,339 $1.15M 0.22% -5 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,511 shares; 2024Q4: 8,374 shares; 2025Q1: 8,734 shares; 2025Q2: 9,483 shares; 2025Q3: 10,188 shares; 2025Q4: 8,222 shares; 2026Q1: 7,174 shares; 2026Q2: 7,170 shares 7,170 $1.12M 0.21% -4 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: 704 shares; 2024Q4: 700 shares; 2025Q1: 668 shares; 2025Q2: 692 shares; 2025Q3: 735 shares; 2025Q4: 946 shares; 2026Q1: 834 shares; 2026Q2: 933 shares 933 $1.12M 0.21% +99 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: 4,911 shares; 2024Q4: 4,872 shares; 2025Q1: 5,109 shares; 2025Q2: 5,243 shares; 2025Q3: 5,356 shares; 2025Q4: 4,430 shares; 2026Q1: 5,195 shares; 2026Q2: 5,312 shares 5,312 $1.09M 0.21% +117 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: 14,646 shares; 2024Q4: 14,327 shares; 2025Q1: 13,033 shares; 2025Q2: 13,033 shares; 2025Q3: 12,894 shares; 2025Q4: 12,399 shares; 2026Q1: 11,751 shares; 2026Q2: 11,961 shares 11,961 $1.09M 0.2% +210 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: 2,998 shares; 2024Q4: 2,964 shares; 2025Q1: 2,972 shares; 2025Q2: 3,112 shares; 2025Q3: 3,535 shares; 2025Q4: 3,283 shares; 2026Q1: 3,415 shares; 2026Q2: 4,433 shares 4,433 $1.05M 0.2% +1,018 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: 1,064 shares; 2024Q4: 3,780 shares; 2025Q1: 1,537 shares; 2025Q2: 2,149 shares; 2025Q3: 2,131 shares; 2025Q4: 4,389 shares; 2026Q1: 1,846 shares; 2026Q2: 1,522 shares 1,522 $1.05M 0.2% -324 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: 3,601 shares; 2024Q4: 3,601 shares; 2025Q1: 3,601 shares; 2025Q2: 3,567 shares; 2025Q3: 3,527 shares; 2025Q4: 3,456 shares; 2026Q1: 3,231 shares; 2026Q2: 3,681 shares 3,681 $1.04M 0.2% +450 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,809 shares; 2024Q4: 14,181 shares; 2025Q1: 14,104 shares; 2025Q2: 14,156 shares; 2025Q3: 15,305 shares; 2025Q4: 15,343 shares; 2026Q1: 16,500 shares; 2026Q2: 16,625 shares 16,625 $1.02M 0.19% +125 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: 13,461 shares; 2024Q4: 13,283 shares; 2025Q1: 13,315 shares; 2025Q2: 13,689 shares; 2025Q3: 13,644 shares; 2025Q4: 12,424 shares; 2026Q1: 10,531 shares; 2026Q2: 12,156 shares 12,156 $988K 0.19% +1,625 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: 8,109 shares; 2024Q4: 8,103 shares; 2025Q1: 6,666 shares; 2025Q2: 7,128 shares; 2025Q3: 7,748 shares; 2025Q4: 5,481 shares; 2026Q1: 5,083 shares; 2026Q2: 3,740 shares 3,740 $955K 0.18% -1,343 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: 3,884 shares; 2024Q4: 3,854 shares; 2025Q1: 4,054 shares; 2025Q2: 4,251 shares; 2025Q3: 4,807 shares; 2025Q4: 4,532 shares; 2026Q1: 4,752 shares; 2026Q2: 5,188 shares 5,188 $932K 0.18% +436 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,502 shares; 2024Q4: 7,560 shares; 2025Q1: 7,576 shares; 2025Q2: 7,935 shares; 2025Q3: 8,772 shares; 2025Q4: 8,217 shares; 2026Q1: 8,774 shares; 2026Q2: 8,816 shares 8,816 $901K 0.17% +42 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,506 shares; 2024Q4: 9,737 shares; 2025Q1: 10,356 shares; 2025Q2: 9,767 shares; 2025Q3: 10,281 shares; 2025Q4: 7,190 shares; 2026Q1: 10,772 shares; 2026Q2: 11,556 shares 11,556 $830K 0.16% +784 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: 7,167 shares; 2024Q4: 7,032 shares; 2025Q1: 7,032 shares; 2025Q2: 7,032 shares; 2025Q3: 7,032 shares; 2025Q4: 7,032 shares; 2026Q1: 7,032 shares; 2026Q2: 7,076 shares 7,076 $830K 0.16% +44 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: 15,611 shares; 2024Q4: 15,321 shares; 2025Q1: 14,667 shares; 2025Q2: 14,667 shares; 2025Q3: 14,667 shares; 2025Q4: 15,637 shares; 2026Q1: 14,137 shares; 2026Q2: 14,397 shares 14,397 $820K 0.15% +260 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: 4,504 shares; 2024Q4: 4,662 shares; 2025Q1: 4,036 shares; 2025Q2: 4,111 shares; 2025Q3: 4,137 shares; 2025Q4: 2,567 shares; 2026Q1: 2,234 shares; 2026Q2: 2,237 shares 2,237 $810K 0.15% +3 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: 2,142 shares; 2024Q4: 2,190 shares; 2025Q1: 2,364 shares; 2025Q2: 3,581 shares; 2025Q3: 4,730 shares; 2025Q4: 4,016 shares; 2026Q1: 3,859 shares; 2026Q2: 3,848 shares 3,848 $804K 0.15% -11 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: 1,134 shares; 2024Q4: 1,134 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,134 shares; 2025Q4: 1,134 shares; 2026Q1: 1,134 shares; 2026Q2: 1,134 shares 1,134 $798K 0.15% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,486 shares; 2024Q4: 3,496 shares; 2025Q1: 3,582 shares; 2025Q2: 3,733 shares; 2025Q3: 4,104 shares; 2025Q4: 3,604 shares; 2026Q1: 3,715 shares; 2026Q2: 3,723 shares 3,723 $789K 0.15% +8 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 800 shares 800 $772K 0.15% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,090 shares; 2024Q4: 13,345 shares; 2025Q1: 13,876 shares; 2025Q2: 14,738 shares; 2025Q3: 16,950 shares; 2025Q4: 16,264 shares; 2026Q1: 14,075 shares; 2026Q2: 13,834 shares 13,834 $750K 0.14% -241 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,782 shares; 2024Q4: 5,615 shares; 2025Q1: 6,452 shares; 2025Q2: 6,996 shares; 2025Q3: 8,097 shares; 2025Q4: 7,388 shares; 2026Q1: 7,841 shares; 2026Q2: 9,579 shares 9,579 $749K 0.14% +1,738 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: 9,377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,746 shares; 2026Q1: not reported; 2026Q2: 5,274 shares 5,274 $736K 0.14% new 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: 4,023 shares; 2024Q4: 3,244 shares; 2025Q1: 4,356 shares; 2025Q2: 4,906 shares; 2025Q3: 5,703 shares; 2025Q4: 5,157 shares; 2026Q1: 5,373 shares; 2026Q2: 5,411 shares 5,411 $733K 0.14% +38 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: 13,295 shares; 2024Q4: 15,948 shares; 2025Q1: 16,222 shares; 2025Q2: 16,919 shares; 2025Q3: 18,593 shares; 2025Q4: 18,164 shares; 2026Q1: 18,140 shares; 2026Q2: 16,969 shares 16,969 $718K 0.14% -1,171 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,145 shares; 2024Q4: 34,685 shares; 2025Q1: 34,052 shares; 2025Q2: 35,111 shares; 2025Q3: 45,414 shares; 2025Q4: 39,655 shares; 2026Q1: 37,880 shares; 2026Q2: 39,795 shares 39,795 $706K 0.13% +1,915 Timeline SCHR 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: 4,487 shares; 2024Q4: 16,177 shares; 2025Q1: 15,289 shares; 2025Q2: 15,463 shares; 2025Q3: 21,833 shares; 2025Q4: 35,015 shares; 2026Q1: 39,717 shares; 2026Q2: 27,856 shares 27,856 $687K 0.13% -11,861 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: 11,805 shares; 2025Q2: 11,805 shares; 2025Q3: 11,805 shares; 2025Q4: 11,805 shares; 2026Q1: 11,805 shares; 2026Q2: 11,805 shares 11,805 $667K 0.13% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,838 shares; 2024Q4: 3,106 shares; 2025Q1: 3,081 shares; 2025Q2: 3,006 shares; 2025Q3: 3,006 shares; 2025Q4: 3,006 shares; 2026Q1: 3,006 shares; 2026Q2: 2,957 shares 2,957 $663K 0.13% -49 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,486 shares; 2024Q4: 5,394 shares; 2025Q1: 4,144 shares; 2025Q2: 4,114 shares; 2025Q3: 4,078 shares; 2025Q4: 4,197 shares; 2026Q1: 3,388 shares; 2026Q2: 5,163 shares 5,163 $642K 0.12% +1,775 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: 1,480 shares; 2024Q4: 1,415 shares; 2025Q1: 1,441 shares; 2025Q2: 1,519 shares; 2025Q3: 1,556 shares; 2025Q4: 1,502 shares; 2026Q1: 1,473 shares; 2026Q2: 2,014 shares 2,014 $634K 0.12% +541 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,959 shares; 2024Q4: 8,950 shares; 2025Q1: 9,615 shares; 2025Q2: 10,342 shares; 2025Q3: 12,292 shares; 2025Q4: 10,648 shares; 2026Q1: 11,095 shares; 2026Q2: 11,105 shares 11,105 $626K 0.12% +10 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,047 shares; 2024Q4: 5,053 shares; 2025Q1: 5,059 shares; 2025Q2: 5,059 shares; 2025Q3: 5,059 shares; 2025Q4: 5,047 shares; 2026Q1: 3,905 shares; 2026Q2: 3,830 shares 3,830 $620K 0.12% -75 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,222 shares; 2024Q4: 7,119 shares; 2025Q1: 8,518 shares; 2025Q2: 9,001 shares; 2025Q3: 10,259 shares; 2025Q4: 8,979 shares; 2026Q1: 9,358 shares; 2026Q2: 9,340 shares 9,340 $619K 0.12% -18 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: 6,132 shares; 2024Q4: 5,830 shares; 2025Q1: 5,586 shares; 2025Q2: 6,079 shares; 2025Q3: 6,017 shares; 2025Q4: 5,339 shares; 2026Q1: 5,222 shares; 2026Q2: 4,729 shares 4,729 $618K 0.12% -493 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,850 shares; 2024Q4: 3,740 shares; 2025Q1: 3,690 shares; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares; 2025Q4: 3,468 shares; 2026Q1: 3,458 shares; 2026Q2: 3,458 shares 3,458 $596K 0.11% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,662 shares; 2024Q4: 13,662 shares; 2025Q1: 14,282 shares; 2025Q2: 14,282 shares; 2025Q3: 12,874 shares; 2025Q4: 12,874 shares; 2026Q1: 12,874 shares; 2026Q2: 14,374 shares 14,374 $585K 0.11% +1,500 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: 2,836 shares; 2024Q4: 2,836 shares; 2025Q1: 3,006 shares; 2025Q2: 3,709 shares; 2025Q3: 3,709 shares; 2025Q4: 3,709 shares; 2026Q1: 3,775 shares; 2026Q2: 3,793 shares 3,793 $577K 0.11% +18 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: 10,283 shares; 2024Q4: 10,095 shares; 2025Q1: 10,125 shares; 2025Q2: 9,957 shares; 2025Q3: 9,957 shares; 2025Q4: 9,927 shares; 2026Q1: 9,927 shares; 2026Q2: 9,927 shares 9,927 $572K 0.11% 0 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: 5,645 shares; 2024Q4: 5,645 shares; 2025Q1: 5,645 shares; 2025Q2: 5,645 shares; 2025Q3: 5,645 shares; 2025Q4: 5,645 shares; 2026Q1: 5,645 shares; 2026Q2: 5,645 shares 5,645 $545K 0.1% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 1,068 shares 1,068 $529K 0.1% new 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: 2,221 shares; 2024Q4: 1,732 shares; 2025Q1: 1,687 shares; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares; 2025Q4: 1,491 shares; 2026Q1: 1,501 shares; 2026Q2: 1,540 shares 1,540 $525K 0.1% +39 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: 7,105 shares; 2024Q4: 7,105 shares; 2025Q1: 7,065 shares; 2025Q2: 6,785 shares; 2025Q3: 6,785 shares; 2025Q4: 6,785 shares; 2026Q1: 6,285 shares; 2026Q2: 6,285 shares 6,285 $519K 0.1% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,449 shares; 2024Q4: 1,448 shares; 2025Q1: 1,422 shares; 2025Q2: 1,479 shares; 2025Q3: 1,500 shares; 2025Q4: 1,483 shares; 2026Q1: 1,526 shares; 2026Q2: 1,263 shares 1,263 $514K 0.1% -263 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: 8,082 shares; 2024Q4: 7,599 shares; 2025Q1: 6,904 shares; 2025Q2: 6,889 shares; 2025Q3: 6,556 shares; 2025Q4: 4,985 shares; 2026Q1: 4,366 shares; 2026Q2: 3,557 shares 3,557 $509K 0.1% -809 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,069 shares; 2025Q2: 5,069 shares; 2025Q3: 5,069 shares; 2025Q4: 5,069 shares; 2026Q1: 5,069 shares; 2026Q2: 4,611 shares 4,611 $509K 0.1% -458 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: 1,980 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 2,056 shares; 2025Q4: 1,714 shares; 2026Q1: 1,363 shares; 2026Q2: 2,266 shares 2,266 $505K 0.1% +903 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,997 shares; 2024Q4: 8,143 shares; 2025Q1: 8,220 shares; 2025Q2: 8,770 shares; 2025Q3: 11,030 shares; 2025Q4: 9,589 shares; 2026Q1: 9,951 shares; 2026Q2: 10,080 shares 10,080 $502K 0.09% +129 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,054 shares; 2025Q4: 10,054 shares; 2026Q1: 10,054 shares; 2026Q2: 10,054 shares 10,054 $500K 0.09% 0 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: not reported; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 646 shares; 2026Q2: 646 shares 646 $476K 0.09% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,884 shares; 2024Q4: 3,891 shares; 2025Q1: 4,045 shares; 2025Q2: 4,261 shares; 2025Q3: 4,615 shares; 2025Q4: 4,097 shares; 2026Q1: 4,203 shares; 2026Q2: 4,152 shares 4,152 $448K 0.08% -51 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: 3,446 shares; 2024Q4: 3,371 shares; 2025Q1: 3,282 shares; 2025Q2: 3,286 shares; 2025Q3: 3,282 shares; 2025Q4: 3,757 shares; 2026Q1: 1,232 shares; 2026Q2: 2,027 shares 2,027 $447K 0.08% +795 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 747 shares; 2026Q2: 5,100 shares 5,100 $439K 0.08% +4,353 Timeline ALLSPRING FUNDS TR COM STK … ALLSPRING FUNDS TR COM STK FD A More: the full row for ALLSPRING FUNDS TR COM STK FD A 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: 22,215 shares 22,215 $439K 0.08% new TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,765 shares; 2024Q4: 15,765 shares; 2025Q1: 15,765 shares; 2025Q2: 15,765 shares; 2025Q3: 15,765 shares; 2025Q4: 15,765 shares; 2026Q1: 15,179 shares; 2026Q2: 15,179 shares 15,179 $439K 0.08% 0 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: 331 shares; 2025Q1: 384 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 294 shares; 2026Q1: 209 shares; 2026Q2: 201 shares 201 $400K 0.08% -8 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: 28,416 shares; 2024Q4: 19,580 shares; 2025Q1: 18,333 shares; 2025Q2: 18,333 shares; 2025Q3: 17,324 shares; 2025Q4: 17,324 shares; 2026Q1: 17,324 shares; 2026Q2: 16,564 shares 16,564 $399K 0.08% -760 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: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,857 shares; 2025Q2: 1,854 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,723 shares; 2026Q2: 1,596 shares 1,596 $388K 0.07% -127 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE 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: 4,033 shares 4,033 $388K 0.07% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,119 shares; 2026Q2: 1,095 shares 1,095 $375K 0.07% -24 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389 shares; 2024Q4: 386 shares; 2025Q1: 379 shares; 2025Q2: 385 shares; 2025Q3: 379 shares; 2025Q4: 347 shares; 2026Q1: 290 shares; 2026Q2: 270 shares 270 $373K 0.07% -20 Timeline ACLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,515 shares; 2024Q4: 4,515 shares; 2025Q1: 4,520 shares; 2025Q2: 4,506 shares; 2025Q3: 4,506 shares; 2025Q4: 5,326 shares; 2026Q1: 5,256 shares; 2026Q2: 4,414 shares 4,414 $371K 0.07% -842 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: 2,194 shares; 2024Q4: 2,194 shares; 2025Q1: 1,794 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares; 2026Q2: 1,141 shares 1,141 $357K 0.07% -41 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: 6,511 shares; 2024Q4: 6,439 shares; 2025Q1: 6,277 shares; 2025Q2: 6,240 shares; 2025Q3: 6,240 shares; 2025Q4: 4,552 shares; 2026Q1: 3,729 shares; 2026Q2: 3,571 shares 3,571 $329K 0.06% -158 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,483 shares; 2024Q4: 4,433 shares; 2025Q1: 4,252 shares; 2025Q2: 4,490 shares; 2025Q3: 4,512 shares; 2025Q4: 3,710 shares; 2026Q1: 2,981 shares; 2026Q2: 2,981 shares 2,981 $319K 0.06% 0 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: 814 shares; 2024Q4: 816 shares; 2025Q1: 703 shares; 2025Q2: 796 shares; 2025Q3: 821 shares; 2025Q4: 728 shares; 2026Q1: 632 shares; 2026Q2: 796 shares 796 $317K 0.06% +164 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,115 shares; 2025Q2: 4,286 shares; 2025Q3: 4,115 shares; 2025Q4: 4,115 shares; 2026Q1: 4,115 shares; 2026Q2: 4,115 shares 4,115 $311K 0.06% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,459 shares; 2024Q4: 3,943 shares; 2025Q1: 3,024 shares; 2025Q2: 3,126 shares; 2025Q3: 2,897 shares; 2025Q4: 2,228 shares; 2026Q1: 2,349 shares; 2026Q2: 2,454 shares 2,454 $311K 0.06% +105 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: 1,778 shares; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares; 2026Q2: 1,795 shares 1,795 $299K 0.06% +17 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,531 shares; 2024Q4: 33,616 shares; 2025Q1: 52,680 shares; 2025Q2: 56,991 shares; 2025Q3: 63,831 shares; 2025Q4: 50,389 shares; 2026Q1: 65,312 shares; 2026Q2: 10,826 shares 10,826 $296K 0.06% -54,486 Timeline VAN WELLINGTON ADM #571 VAN WELLINGTON ADM #571 More: the full row for VAN WELLINGTON ADM #571 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: 3,588 shares 3,588 $292K 0.06% new 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: 8,327 shares; 2024Q4: 7,850 shares; 2025Q1: 821 shares; 2025Q2: 937 shares; 2025Q3: 604 shares; 2025Q4: 647 shares; 2026Q1: not reported; 2026Q2: 680 shares 680 $283K 0.05% new Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 714 shares 714 $282K 0.05% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,435 shares; 2024Q4: 5,440 shares; 2025Q1: 4,785 shares; 2025Q2: 4,785 shares; 2025Q3: 4,785 shares; 2025Q4: 4,663 shares; 2026Q1: not reported; 2026Q2: 3,832 shares 3,832 $281K 0.05% new 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: 9,648 shares; 2024Q4: 9,562 shares; 2025Q1: 8,613 shares; 2025Q2: 9,330 shares; 2025Q3: 7,866 shares; 2025Q4: 5,886 shares; 2026Q1: 4,586 shares; 2026Q2: 4,629 shares 4,629 $280K 0.05% +43 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: 6,295 shares; 2024Q4: 8,526 shares; 2025Q1: 8,526 shares; 2025Q2: 8,526 shares; 2025Q3: 8,526 shares; 2025Q4: 4,026 shares; 2026Q1: 4,026 shares; 2026Q2: 4,026 shares 4,026 $275K 0.05% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 385 shares 385 $275K 0.05% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,194 shares; 2024Q4: 4,117 shares; 2025Q1: 4,907 shares; 2025Q2: 5,164 shares; 2025Q3: 3,805 shares; 2025Q4: 3,322 shares; 2026Q1: 3,267 shares; 2026Q2: 3,256 shares 3,256 $269K 0.05% -11 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS 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: 1,664 shares 1,664 $266K 0.05% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,259 shares; 2024Q4: 1,275 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,198 shares; 2025Q4: 1,159 shares; 2026Q1: 1,094 shares; 2026Q2: 1,018 shares 1,018 $266K 0.05% -76 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,994 shares; 2024Q4: 3,994 shares; 2025Q1: 2,794 shares; 2025Q2: 2,794 shares; 2025Q3: 2,794 shares; 2025Q4: 2,794 shares; 2026Q1: 2,348 shares; 2026Q2: 2,898 shares 2,898 $266K 0.05% +550 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN 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: 1,222 shares; 2026Q2: 1,222 shares 1,222 $265K 0.05% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 998 shares 998 $260K 0.05% 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: 2,880 shares; 2025Q1: not reported; 2025Q2: 2,899 shares; 2025Q3: 2,700 shares; 2025Q4: 1,665 shares; 2026Q1: not reported; 2026Q2: 1,465 shares 1,465 $258K 0.05% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,444 shares; 2024Q4: 1,406 shares; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,397 shares; 2025Q4: 1,205 shares; 2026Q1: not reported; 2026Q2: 1,488 shares 1,488 $253K 0.05% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: not reported; 2026Q2: 707 shares 707 $251K 0.05% 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: not reported; 2024Q4: 19,043 shares; 2025Q1: 8,355 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,705 shares; 2026Q2: 7,898 shares 7,898 $250K 0.05% +1,193 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181 shares; 2024Q4: 971 shares; 2025Q1: 950 shares; 2025Q2: 945 shares; 2025Q3: 895 shares; 2025Q4: 462 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $250K 0.05% 0 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: 433 shares; 2024Q4: 429 shares; 2025Q1: 382 shares; 2025Q2: 441 shares; 2025Q3: 457 shares; 2025Q4: 4,064 shares; 2026Q1: 3,338 shares; 2026Q2: 3,342 shares 3,342 $239K 0.05% +4 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 3,000 shares 3,000 $236K 0.04% new 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: not reported; 2026Q2: 326 shares 326 $235K 0.04% new 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: 559 shares; 2024Q4: 554 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 578 shares; 2025Q4: 2,520 shares; 2026Q1: 2,336 shares; 2026Q2: 2,274 shares 2,274 $226K 0.04% -62 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: 1,450 shares; 2024Q4: 1,313 shares; 2025Q1: not reported; 2025Q2: 1,228 shares; 2025Q3: 1,259 shares; 2025Q4: 1,705 shares; 2026Q1: not reported; 2026Q2: 1,530 shares 1,530 $224K 0.04% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,915 shares; 2024Q4: 2,855 shares; 2025Q1: 2,536 shares; 2025Q2: 2,508 shares; 2025Q3: 2,418 shares; 2025Q4: 2,418 shares; 2026Q1: 2,379 shares; 2026Q2: 2,259 shares 2,259 $222K 0.04% -120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,201 shares; 2026Q1: 4,201 shares; 2026Q2: 4,201 shares 4,201 $220K 0.04% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 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: 900 shares 900 $219K 0.04% 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: 1,355 shares; 2024Q4: 1,321 shares; 2025Q1: 1,276 shares; 2025Q2: 1,356 shares; 2025Q3: 1,386 shares; 2025Q4: 922 shares; 2026Q1: not reported; 2026Q2: 661 shares 661 $218K 0.04% new Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 1,200 shares 1,200 $211K 0.04% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,068 shares; 2024Q4: 3,962 shares; 2025Q1: 3,962 shares; 2025Q2: 4,103 shares; 2025Q3: 4,103 shares; 2025Q4: 2,673 shares; 2026Q1: 1,897 shares; 2026Q2: 1,810 shares 1,810 $208K 0.04% -87 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180 shares 180 $204K 0.04% new Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,989 shares; 2024Q4: 318,989 shares; 2025Q1: 286,364 shares; 2025Q2: 286,364 shares; 2025Q3: 229,827 shares; 2025Q4: 184,010 shares; 2026Q1: 133,812 shares; 2026Q2: 28,935 shares 28,935 $128K 0.02% -104,877 Timeline