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: 232,619 shares; 2024Q4: 232,046 shares; 2025Q1: 231,180 shares; 2025Q2: 232,349 shares; 2025Q3: 232,105 shares; 2025Q4: 239,578 shares; 2026Q1: 236,130 shares; 2026Q2: 235,982 shares 235,982 $118M 15.2% -148 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: 192,880 shares; 2024Q4: 206,346 shares; 2025Q1: 222,356 shares; 2025Q2: 230,788 shares; 2025Q3: 230,964 shares; 2025Q4: 236,273 shares; 2026Q1: 240,162 shares; 2026Q2: 242,961 shares 242,961 $89.9M 11.57% +2,799 Timeline BIL 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: 422,448 shares; 2024Q4: 489,008 shares; 2025Q1: 517,558 shares; 2025Q2: 516,693 shares; 2025Q3: 513,303 shares; 2025Q4: 534,815 shares; 2026Q1: 525,029 shares; 2026Q2: 557,601 shares 557,601 $51.1M 6.58% +32,572 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: 156,329 shares; 2024Q4: 157,529 shares; 2025Q1: 152,461 shares; 2025Q2: 152,963 shares; 2025Q3: 151,543 shares; 2025Q4: 153,648 shares; 2026Q1: 150,063 shares; 2026Q2: 149,674 shares 149,674 $43.3M 5.57% -389 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: 101,175 shares; 2024Q4: 102,418 shares; 2025Q1: 101,792 shares; 2025Q2: 101,565 shares; 2025Q3: 101,838 shares; 2025Q4: 108,017 shares; 2026Q1: 106,179 shares; 2026Q2: 105,459 shares 105,459 $37.3M 4.8% -720 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: 71,051 shares; 2024Q4: 71,532 shares; 2025Q1: 71,378 shares; 2025Q2: 71,060 shares; 2025Q3: 70,937 shares; 2025Q4: 74,998 shares; 2026Q1: 72,923 shares; 2026Q2: 72,408 shares 72,408 $25.9M 3.33% -515 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: 31,936 shares; 2024Q4: 33,025 shares; 2025Q1: 34,405 shares; 2025Q2: 34,282 shares; 2025Q3: 34,324 shares; 2025Q4: 34,701 shares; 2026Q1: 34,199 shares; 2026Q2: 34,081 shares 34,081 $23.4M 3.01% -118 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: 89,604 shares; 2024Q4: 88,255 shares; 2025Q1: 88,029 shares; 2025Q2: 88,849 shares; 2025Q3: 88,647 shares; 2025Q4: 88,186 shares; 2026Q1: 87,069 shares; 2026Q2: 87,304 shares 87,304 $20.8M 2.68% +235 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: 21,393 shares; 2024Q4: 21,840 shares; 2025Q1: 21,867 shares; 2025Q2: 21,748 shares; 2025Q3: 21,513 shares; 2025Q4: 21,879 shares; 2026Q1: 21,816 shares; 2026Q2: 21,749 shares 21,749 $20.3M 2.62% -67 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: 24,659 shares; 2024Q4: 24,787 shares; 2025Q1: 24,461 shares; 2025Q2: 24,542 shares; 2025Q3: 24,210 shares; 2025Q4: 24,812 shares; 2026Q1: 24,549 shares; 2026Q2: 24,457 shares 24,457 $13.8M 1.77% -92 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: 51,792 shares; 2024Q4: 51,860 shares; 2025Q1: 52,780 shares; 2025Q2: 52,837 shares; 2025Q3: 52,961 shares; 2025Q4: 56,940 shares; 2026Q1: 57,065 shares; 2026Q2: 61,837 shares 61,837 $13.5M 1.73% +4,772 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,250 shares; 2024Q4: 122,197 shares; 2025Q1: 123,615 shares; 2025Q2: 124,368 shares; 2025Q3: 126,184 shares; 2025Q4: 130,193 shares; 2026Q1: 131,179 shares; 2026Q2: 135,252 shares 135,252 $13.1M 1.69% +4,073 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,988 shares; 2024Q4: 82,883 shares; 2025Q1: 99,360 shares; 2025Q2: 107,322 shares; 2025Q3: 110,522 shares; 2025Q4: 127,688 shares; 2026Q1: 141,883 shares; 2026Q2: 149,816 shares 149,816 $12.8M 1.65% +7,933 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: 40,546 shares; 2024Q4: 40,430 shares; 2025Q1: 42,682 shares; 2025Q2: 41,652 shares; 2025Q3: 41,639 shares; 2025Q4: 43,752 shares; 2026Q1: 44,583 shares; 2026Q2: 45,362 shares 45,362 $10.7M 1.38% +779 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: 40,053 shares; 2024Q4: 42,503 shares; 2025Q1: 41,615 shares; 2025Q2: 40,923 shares; 2025Q3: 40,278 shares; 2025Q4: 41,692 shares; 2026Q1: 41,493 shares; 2026Q2: 41,370 shares 41,370 $10.5M 1.35% -123 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,439 shares; 2024Q4: 53,215 shares; 2025Q1: 119,746 shares; 2025Q2: 151,801 shares; 2025Q3: 165,721 shares; 2025Q4: 316,889 shares; 2026Q1: 354,086 shares; 2026Q2: 392,466 shares 392,466 $9.91M 1.28% +38,380 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,945 shares; 2024Q4: 19,939 shares; 2025Q1: 19,626 shares; 2025Q2: 19,054 shares; 2025Q3: 18,647 shares; 2025Q4: 18,652 shares; 2026Q1: 18,042 shares; 2026Q2: 72,308 shares 72,308 $8.98M 1.16% +54,266 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: 17,626 shares; 2024Q4: 17,616 shares; 2025Q1: 17,663 shares; 2025Q2: 17,682 shares; 2025Q3: 17,341 shares; 2025Q4: 17,352 shares; 2026Q1: 17,096 shares; 2026Q2: 102,433 shares 102,433 $8.82M 1.14% +85,337 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,450 shares; 2024Q4: 136,456 shares; 2025Q1: 182,270 shares; 2025Q2: 268,398 shares; 2025Q3: 294,898 shares; 2025Q4: 312,259 shares; 2026Q1: 323,479 shares; 2026Q2: 347,587 shares 347,587 $7.78M 1% +24,108 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,865 shares; 2024Q4: 140,955 shares; 2025Q1: 190,405 shares; 2025Q2: 244,218 shares; 2025Q3: 269,855 shares; 2025Q4: 300,873 shares; 2026Q1: 323,298 shares; 2026Q2: 348,639 shares 348,639 $7.72M 0.99% +25,341 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,755 shares; 2024Q4: 20,755 shares; 2025Q1: 20,555 shares; 2025Q2: 21,087 shares; 2025Q3: 21,087 shares; 2025Q4: 21,536 shares; 2026Q1: 21,587 shares; 2026Q2: 21,693 shares 21,693 $7.34M 0.94% +106 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,719 shares; 2024Q4: 1,809 shares; 2025Q1: 2,161 shares; 2025Q2: 2,461 shares; 2025Q3: 2,654 shares; 2025Q4: 2,880 shares; 2026Q1: 3,100 shares; 2026Q2: 3,718 shares 3,718 $7.26M 0.93% +618 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: 24,998 shares; 2024Q4: 25,026 shares; 2025Q1: 24,930 shares; 2025Q2: 24,770 shares; 2025Q3: 24,736 shares; 2025Q4: 24,462 shares; 2026Q1: 23,131 shares; 2026Q2: 22,576 shares 22,576 $6.29M 0.81% -555 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: 53,750 shares; 2024Q4: 53,750 shares; 2025Q1: 52,813 shares; 2025Q2: 52,612 shares; 2025Q3: 52,319 shares; 2025Q4: 55,848 shares; 2026Q1: 54,536 shares; 2026Q2: 53,964 shares 53,964 $6.11M 0.79% -572 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: 36,800 shares; 2024Q4: 36,827 shares; 2025Q1: 37,048 shares; 2025Q2: 37,365 shares; 2025Q3: 37,593 shares; 2025Q4: 38,809 shares; 2026Q1: 38,839 shares; 2026Q2: 38,729 shares 38,729 $6.08M 0.78% -110 Timeline BRK-A 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: 8 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $5.99M 0.77% 0 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: 8,485 shares; 2024Q4: 8,454 shares; 2025Q1: 8,512 shares; 2025Q2: 8,523 shares; 2025Q3: 8,461 shares; 2025Q4: 24,336 shares; 2026Q1: 22,876 shares; 2026Q2: 22,876 shares 22,876 $5.76M 0.74% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,538 shares; 2024Q4: 33,694 shares; 2025Q1: 34,194 shares; 2025Q2: 34,008 shares; 2025Q3: 35,015 shares; 2025Q4: 35,416 shares; 2026Q1: 34,790 shares; 2026Q2: 41,228 shares 41,228 $5.65M 0.73% +6,438 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: 1,167 shares; 2024Q4: 1,171 shares; 2025Q1: 1,178 shares; 2025Q2: 1,184 shares; 2025Q3: 1,194 shares; 2025Q4: 1,280 shares; 2026Q1: 1,288 shares; 2026Q2: 31,513 shares 31,513 $5.62M 0.72% +30,225 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: 66,689 shares; 2024Q4: 65,776 shares; 2025Q1: 65,210 shares; 2025Q2: 64,796 shares; 2025Q3: 61,615 shares; 2025Q4: 60,303 shares; 2026Q1: 54,777 shares; 2026Q2: 52,236 shares 52,236 $5.34M 0.69% -2,541 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,035 shares; 2024Q4: 41,538 shares; 2025Q1: 46,322 shares; 2025Q2: 47,290 shares; 2025Q3: 48,246 shares; 2025Q4: 53,574 shares; 2026Q1: 57,053 shares; 2026Q2: 58,087 shares 58,087 $4.86M 0.63% +1,034 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: 10,802 shares; 2024Q4: 11,591 shares; 2025Q1: 11,901 shares; 2025Q2: 12,054 shares; 2025Q3: 13,011 shares; 2025Q4: 13,452 shares; 2026Q1: 13,542 shares; 2026Q2: 13,994 shares 13,994 $4.8M 0.62% +452 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: 11,010 shares; 2024Q4: 11,506 shares; 2025Q1: 11,231 shares; 2025Q2: 11,572 shares; 2025Q3: 11,497 shares; 2025Q4: 11,977 shares; 2026Q1: 12,120 shares; 2026Q2: 12,157 shares 12,157 $4.53M 0.58% +37 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: 49,169 shares; 2024Q4: 142,910 shares; 2025Q1: 139,918 shares; 2025Q2: 138,285 shares; 2025Q3: 134,610 shares; 2025Q4: 134,036 shares; 2026Q1: 133,203 shares; 2026Q2: 133,778 shares 133,778 $4.24M 0.55% +575 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: 4,071 shares; 2024Q4: 4,071 shares; 2025Q1: 4,927 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,574 shares; 2026Q1: 5,574 shares; 2026Q2: 5,574 shares 5,574 $4.16M 0.54% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,033 shares; 2024Q4: 14,060 shares; 2025Q1: 14,067 shares; 2025Q2: 14,035 shares; 2025Q3: 13,872 shares; 2025Q4: 14,356 shares; 2026Q1: 14,360 shares; 2026Q2: 14,361 shares 14,361 $3.91M 0.5% +1 Timeline IBTJ 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: 11,342 shares; 2025Q2: 9,720 shares; 2025Q3: 20,942 shares; 2025Q4: 111,653 shares; 2026Q1: 135,853 shares; 2026Q2: 170,987 shares 170,987 $3.7M 0.48% +35,134 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,558 shares; 2024Q4: 20,963 shares; 2025Q1: 21,641 shares; 2025Q2: 21,544 shares; 2025Q3: 21,552 shares; 2025Q4: 21,560 shares; 2026Q1: 21,467 shares; 2026Q2: 21,537 shares 21,537 $3.4M 0.44% +70 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: 15,599 shares; 2024Q4: 15,591 shares; 2025Q1: 15,398 shares; 2025Q2: 15,205 shares; 2025Q3: 15,212 shares; 2025Q4: 15,433 shares; 2026Q1: 14,483 shares; 2026Q2: 14,201 shares 14,201 $3.18M 0.41% -282 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: 22,805 shares; 2024Q4: 23,070 shares; 2025Q1: 24,829 shares; 2025Q2: 23,515 shares; 2025Q3: 23,445 shares; 2025Q4: 23,265 shares; 2026Q1: 24,246 shares; 2026Q2: 24,202 shares 24,202 $3.11M 0.4% -44 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: 28,548 shares; 2024Q4: 30,954 shares; 2025Q1: 32,078 shares; 2025Q2: 31,788 shares; 2025Q3: 31,705 shares; 2025Q4: 31,281 shares; 2026Q1: 30,393 shares; 2026Q2: 29,696 shares 29,696 $2.86M 0.37% -697 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: 35,025 shares; 2024Q4: 35,260 shares; 2025Q1: 34,495 shares; 2025Q2: 33,817 shares; 2025Q3: 33,836 shares; 2025Q4: 33,718 shares; 2026Q1: 34,118 shares; 2026Q2: 33,751 shares 33,751 $2.74M 0.35% -367 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: 3,126 shares; 2024Q4: 5,368 shares; 2025Q1: 5,402 shares; 2025Q2: 5,538 shares; 2025Q3: 5,520 shares; 2025Q4: 7,920 shares; 2026Q1: 7,940 shares; 2026Q2: 7,890 shares 7,890 $2.58M 0.33% -50 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,511 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,746 shares; 2025Q3: not reported; 2025Q4: 80,046 shares; 2026Q1: 96,041 shares; 2026Q2: 107,203 shares 107,203 $2.48M 0.32% +11,162 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: 7,945 shares; 2024Q4: 10,170 shares; 2025Q1: 10,671 shares; 2025Q2: 10,835 shares; 2025Q3: 10,555 shares; 2025Q4: 10,692 shares; 2026Q1: 10,692 shares; 2026Q2: 11,645 shares 11,645 $2.33M 0.3% +953 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: 19,767 shares; 2024Q4: 19,243 shares; 2025Q1: 19,200 shares; 2025Q2: 18,424 shares; 2025Q3: 18,219 shares; 2025Q4: 18,084 shares; 2026Q1: 17,224 shares; 2026Q2: 16,852 shares 16,852 $2.28M 0.29% -372 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: 6,191 shares; 2024Q4: 6,300 shares; 2025Q1: 6,292 shares; 2025Q2: 6,232 shares; 2025Q3: 6,432 shares; 2025Q4: 6,420 shares; 2026Q1: 6,320 shares; 2026Q2: 6,320 shares 6,320 $2.23M 0.29% 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: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares; 2025Q4: 2,486 shares; 2026Q1: 2,370 shares; 2026Q2: 2,026 shares 2,026 $2.16M 0.28% -344 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,288 shares; 2025Q3: 23,930 shares; 2025Q4: 23,845 shares; 2026Q1: 25,174 shares; 2026Q2: 28,205 shares 28,205 $2.13M 0.27% +3,031 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: 6,265 shares; 2024Q4: 6,265 shares; 2025Q1: 6,325 shares; 2025Q2: 6,286 shares; 2025Q3: 6,406 shares; 2025Q4: 6,406 shares; 2026Q1: 6,406 shares; 2026Q2: 6,406 shares 6,406 $2.02M 0.26% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,435 shares; 2024Q4: 45,439 shares; 2025Q1: 69,030 shares; 2025Q2: 83,796 shares; 2025Q3: 84,896 shares; 2025Q4: 84,695 shares; 2026Q1: 86,495 shares; 2026Q2: 86,495 shares 86,495 $1.98M 0.25% 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: 13,292 shares; 2024Q4: 13,323 shares; 2025Q1: 13,553 shares; 2025Q2: 13,601 shares; 2025Q3: 13,225 shares; 2025Q4: 13,260 shares; 2026Q1: 13,260 shares; 2026Q2: 13,093 shares 13,093 $1.92M 0.25% -167 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,057 shares; 2024Q4: 6,030 shares; 2025Q1: 6,031 shares; 2025Q2: 6,032 shares; 2025Q3: 6,024 shares; 2025Q4: 6,118 shares; 2026Q1: 6,120 shares; 2026Q2: 6,292 shares 6,292 $1.88M 0.24% +172 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: 10,056 shares; 2024Q4: 10,056 shares; 2025Q1: 10,056 shares; 2025Q2: 9,906 shares; 2025Q3: 9,746 shares; 2025Q4: 10,138 shares; 2026Q1: 9,997 shares; 2026Q2: 9,889 shares 9,889 $1.88M 0.24% -108 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: 6,603 shares; 2024Q4: 6,629 shares; 2025Q1: 6,491 shares; 2025Q2: 6,445 shares; 2025Q3: 6,440 shares; 2025Q4: 6,770 shares; 2026Q1: 6,770 shares; 2026Q2: 6,770 shares 6,770 $1.83M 0.24% 0 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: 2,023 shares; 2024Q4: 2,619 shares; 2025Q1: 3,054 shares; 2025Q2: 3,139 shares; 2025Q3: 3,465 shares; 2025Q4: 4,275 shares; 2026Q1: 4,420 shares; 2026Q2: 5,032 shares 5,032 $1.71M 0.22% +612 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: 6,056 shares; 2025Q3: 6,156 shares; 2025Q4: 7,606 shares; 2026Q1: 7,546 shares; 2026Q2: 6,617 shares 6,617 $1.69M 0.22% -929 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: 2,076 shares; 2024Q4: 2,076 shares; 2025Q1: 2,106 shares; 2025Q2: 2,229 shares; 2025Q3: 2,204 shares; 2025Q4: 2,310 shares; 2026Q1: 2,304 shares; 2026Q2: 2,254 shares 2,254 $1.66M 0.21% -50 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,586 shares; 2024Q4: 6,529 shares; 2025Q1: 6,443 shares; 2025Q2: 6,446 shares; 2025Q3: 6,389 shares; 2025Q4: 6,629 shares; 2026Q1: 6,632 shares; 2026Q2: 6,697 shares 6,697 $1.62M 0.21% +65 Timeline SGOV 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: 2,450 shares; 2025Q3: 2,213 shares; 2025Q4: 12,314 shares; 2026Q1: 14,255 shares; 2026Q2: 13,704 shares 13,704 $1.38M 0.18% -551 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: 3,873 shares; 2024Q4: 3,873 shares; 2025Q1: 3,694 shares; 2025Q2: 3,669 shares; 2025Q3: 3,669 shares; 2025Q4: 3,669 shares; 2026Q1: 3,669 shares; 2026Q2: 3,669 shares 3,669 $1.37M 0.18% 0 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,360 shares; 2026Q2: 35,010 shares 35,010 $1.35M 0.17% -1,350 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,175 shares; 2026Q2: 3,005 shares 3,005 $1.3M 0.17% -170 Timeline VDC 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: 5,292 shares; 2024Q4: 5,295 shares; 2025Q1: 5,346 shares; 2025Q2: 5,248 shares; 2025Q3: 5,224 shares; 2025Q4: 5,741 shares; 2026Q1: 5,743 shares; 2026Q2: 5,643 shares 5,643 $1.27M 0.16% -100 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,989 shares; 2024Q4: 25,429 shares; 2025Q1: 25,429 shares; 2025Q2: 25,429 shares; 2025Q3: 26,036 shares; 2025Q4: 26,036 shares; 2026Q1: 26,036 shares; 2026Q2: 26,307 shares 26,307 $1.25M 0.16% +271 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: 2,320 shares; 2024Q4: 2,820 shares; 2025Q1: 2,820 shares; 2025Q2: 2,934 shares; 2025Q3: 2,681 shares; 2025Q4: 3,196 shares; 2026Q1: 3,381 shares; 2026Q2: 3,306 shares 3,306 $1.25M 0.16% -75 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: 6,654 shares; 2024Q4: 6,775 shares; 2025Q1: 6,775 shares; 2025Q2: 15,030 shares; 2025Q3: 15,030 shares; 2025Q4: 15,030 shares; 2026Q1: 13,729 shares; 2026Q2: 13,629 shares 13,629 $1.24M 0.16% -100 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065 shares; 2024Q4: 1,053 shares; 2025Q1: 1,070 shares; 2025Q2: 1,067 shares; 2025Q3: 993 shares; 2025Q4: 993 shares; 2026Q1: 993 shares; 2026Q2: 993 shares 993 $1.19M 0.15% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976 shares; 2024Q4: 2,971 shares; 2025Q1: 2,831 shares; 2025Q2: 2,836 shares; 2025Q3: 2,831 shares; 2025Q4: 2,836 shares; 2026Q1: 2,831 shares; 2026Q2: 2,831 shares 2,831 $1.19M 0.15% 0 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: 19,245 shares; 2024Q4: 19,275 shares; 2025Q1: 19,350 shares; 2025Q2: 18,059 shares; 2025Q3: 17,275 shares; 2025Q4: 17,005 shares; 2026Q1: 17,005 shares; 2026Q2: 17,015 shares 17,015 $1.18M 0.15% +10 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,312 shares; 2024Q4: 3,312 shares; 2025Q1: 3,114 shares; 2025Q2: 3,114 shares; 2025Q3: 3,084 shares; 2025Q4: 3,243 shares; 2026Q1: 3,243 shares; 2026Q2: 3,243 shares 3,243 $1.17M 0.15% 0 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: 8,344 shares; 2024Q4: 8,544 shares; 2025Q1: 8,544 shares; 2025Q2: 8,580 shares; 2025Q3: 8,544 shares; 2025Q4: 8,544 shares; 2026Q1: 8,544 shares; 2026Q2: 8,544 shares 8,544 $1.17M 0.15% 0 Timeline ESCA ESCALADE INC More: the full row for ESCALADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,500 shares; 2024Q4: 66,500 shares; 2025Q1: 66,500 shares; 2025Q2: 66,500 shares; 2025Q3: 66,500 shares; 2025Q4: 66,500 shares; 2026Q1: 60,500 shares; 2026Q2: 60,500 shares 60,500 $1.14M 0.15% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,454 shares; 2024Q4: 2,529 shares; 2025Q1: 2,529 shares; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares; 2025Q4: 2,662 shares; 2026Q1: 2,662 shares; 2026Q2: 2,662 shares 2,662 $1.09M 0.14% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,978 shares; 2024Q4: 46,114 shares; 2025Q1: 50,528 shares; 2025Q2: 49,298 shares; 2025Q3: 49,292 shares; 2025Q4: 28,991 shares; 2026Q1: 25,704 shares; 2026Q2: 24,472 shares 24,472 $1.06M 0.14% -1,232 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 8,500 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares; 2026Q2: 8,200 shares 8,200 $1.04M 0.13% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,294 shares; 2024Q4: 12,209 shares; 2025Q1: 11,676 shares; 2025Q2: 11,690 shares; 2025Q3: 10,313 shares; 2025Q4: 10,298 shares; 2026Q1: 9,904 shares; 2026Q2: 9,910 shares 9,910 $1.03M 0.13% +6 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,514 shares; 2024Q4: 6,565 shares; 2025Q1: 7,023 shares; 2025Q2: 7,028 shares; 2025Q3: 6,951 shares; 2025Q4: 7,109 shares; 2026Q1: 7,109 shares; 2026Q2: 7,309 shares 7,309 $1.01M 0.13% +200 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 16,099 shares; 2026Q1: 16,099 shares; 2026Q2: 16,099 shares 16,099 $968K 0.12% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,068 shares; 2024Q4: 3,073 shares; 2025Q1: 3,043 shares; 2025Q2: 3,020 shares; 2025Q3: 2,931 shares; 2025Q4: 3,135 shares; 2026Q1: 3,138 shares; 2026Q2: 3,138 shares 3,138 $951K 0.12% 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: 6,007 shares; 2024Q4: 5,797 shares; 2025Q1: 7,052 shares; 2025Q2: 7,056 shares; 2025Q3: 6,396 shares; 2025Q4: 6,596 shares; 2026Q1: 6,462 shares; 2026Q2: 6,462 shares 6,462 $947K 0.12% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: 988 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 956 shares; 2026Q2: 769 shares 769 $903K 0.12% -187 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: 6,776 shares; 2024Q4: 6,774 shares; 2025Q1: 6,852 shares; 2025Q2: 6,802 shares; 2025Q3: 6,782 shares; 2025Q4: 6,924 shares; 2026Q1: 6,414 shares; 2026Q2: 5,492 shares 5,492 $860K 0.11% -922 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF 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: 25,206 shares; 2026Q1: 21,496 shares; 2026Q2: 18,596 shares 18,596 $857K 0.11% -2,900 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,974 shares; 2024Q4: 5,073 shares; 2025Q1: 5,016 shares; 2025Q2: 4,969 shares; 2025Q3: 4,959 shares; 2025Q4: 5,734 shares; 2026Q1: 5,749 shares; 2026Q2: 5,752 shares 5,752 $832K 0.11% +3 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: 22,052 shares; 2024Q4: 20,852 shares; 2025Q1: 20,091 shares; 2025Q2: 20,091 shares; 2025Q3: 18,936 shares; 2025Q4: 15,536 shares; 2026Q1: 14,786 shares; 2026Q2: 13,986 shares 13,986 $809K 0.1% -800 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: 2,145 shares; 2025Q2: 2,570 shares; 2025Q3: 2,670 shares; 2025Q4: 2,845 shares; 2026Q1: 2,695 shares; 2026Q2: 2,265 shares 2,265 $803K 0.1% -430 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: 862 shares; 2026Q1: 812 shares; 2026Q2: 695 shares 695 $802K 0.1% -117 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares; 2026Q1: 1,201 shares; 2026Q2: 1,098 shares 1,098 $794K 0.1% -103 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL 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: 3,223 shares; 2025Q4: 4,983 shares; 2026Q1: 8,599 shares; 2026Q2: 9,494 shares 9,494 $771K 0.1% +895 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 1,859 shares; 2025Q1: 1,719 shares; 2025Q2: 1,719 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares; 2026Q1: 1,547 shares; 2026Q2: 1,547 shares 1,547 $760K 0.1% 0 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: 19,292 shares; 2024Q4: 19,302 shares; 2025Q1: 18,406 shares; 2025Q2: 18,100 shares; 2025Q3: 16,950 shares; 2025Q4: 16,650 shares; 2026Q1: 15,295 shares; 2026Q2: 14,795 shares 14,795 $738K 0.09% -500 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 945 shares; 2026Q1: 945 shares; 2026Q2: 952 shares 952 $713K 0.09% +7 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: 670 shares; 2024Q4: 670 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 721 shares; 2026Q2: 5,768 shares 5,768 $689K 0.09% +5,047 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: 51,233 shares; 2024Q4: 47,722 shares; 2025Q1: 48,099 shares; 2025Q2: 48,058 shares; 2025Q3: 37,092 shares; 2025Q4: 26,011 shares; 2026Q1: 24,943 shares; 2026Q2: 24,507 shares 24,507 $653K 0.08% -436 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766 shares; 2024Q4: 1,766 shares; 2025Q1: 1,766 shares; 2025Q2: 1,766 shares; 2025Q3: 1,766 shares; 2025Q4: 1,866 shares; 2026Q1: 1,726 shares; 2026Q2: 1,726 shares 1,726 $640K 0.08% 0 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: not reported; 2024Q4: 873 shares; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 873 shares; 2026Q1: 873 shares; 2026Q2: 913 shares 913 $599K 0.08% +40 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,042 shares; 2024Q4: 22,342 shares; 2025Q1: 20,967 shares; 2025Q2: 18,034 shares; 2025Q3: 14,384 shares; 2025Q4: 13,184 shares; 2026Q1: 12,188 shares; 2026Q2: 11,688 shares 11,688 $591K 0.08% -500 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,615 shares; 2026Q2: 6,315 shares 6,315 $572K 0.07% +1,700 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 2,920 shares; 2025Q3: 2,920 shares; 2025Q4: 2,870 shares; 2026Q1: 2,870 shares; 2026Q2: 2,870 shares 2,870 $562K 0.07% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,546 shares; 2024Q4: 11,555 shares; 2025Q1: 11,555 shares; 2025Q2: 11,157 shares; 2025Q3: 11,061 shares; 2025Q4: 11,077 shares; 2026Q1: 11,077 shares; 2026Q2: 11,078 shares 11,078 $556K 0.07% +1 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 2,999 shares; 2025Q2: 2,932 shares; 2025Q3: 2,932 shares; 2025Q4: 2,998 shares; 2026Q1: 2,998 shares; 2026Q2: 2,998 shares 2,998 $555K 0.07% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,839 shares; 2024Q4: 9,549 shares; 2025Q1: 10,569 shares; 2025Q2: 9,448 shares; 2025Q3: 19,485 shares; 2025Q4: 12,932 shares; 2026Q1: 11,375 shares; 2026Q2: 11,375 shares 11,375 $552K 0.07% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,588 shares; 2025Q4: 7,079 shares; 2026Q1: 7,089 shares; 2026Q2: 7,529 shares 7,529 $543K 0.07% +440 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 6,175 shares; 2025Q2: 6,175 shares; 2025Q3: 6,175 shares; 2025Q4: 6,175 shares; 2026Q1: 6,175 shares; 2026Q2: 6,175 shares 6,175 $543K 0.07% 0 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: 1,435 shares; 2024Q4: 1,452 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,468 shares; 2026Q2: 1,468 shares 1,468 $532K 0.07% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,071 shares; 2024Q4: 19,573 shares; 2025Q1: 19,743 shares; 2025Q2: 20,240 shares; 2025Q3: 19,726 shares; 2025Q4: 17,346 shares; 2026Q1: 16,052 shares; 2026Q2: 11,570 shares 11,570 $475K 0.06% -4,482 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,126 shares; 2024Q4: 3,126 shares; 2025Q1: 3,126 shares; 2025Q2: 3,126 shares; 2025Q3: 3,008 shares; 2025Q4: 3,075 shares; 2026Q1: 2,975 shares; 2026Q2: 2,975 shares 2,975 $465K 0.06% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 13,200 shares; 2026Q2: 16,700 shares 16,700 $462K 0.06% +3,500 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: 726 shares; 2024Q4: 816 shares; 2025Q1: 902 shares; 2025Q2: 892 shares; 2025Q3: 937 shares; 2025Q4: 977 shares; 2026Q1: 984 shares; 2026Q2: 889 shares 889 $457K 0.06% -95 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,056 shares; 2024Q4: 4,284 shares; 2025Q1: 4,380 shares; 2025Q2: 4,380 shares; 2025Q3: 4,380 shares; 2025Q4: 5,206 shares; 2026Q1: 5,046 shares; 2026Q2: 4,881 shares 4,881 $456K 0.06% -165 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: 1,901 shares; 2024Q4: 1,901 shares; 2025Q1: 2,122 shares; 2025Q2: 2,122 shares; 2025Q3: 2,067 shares; 2025Q4: 2,067 shares; 2026Q1: 2,067 shares; 2026Q2: 2,067 shares 2,067 $456K 0.06% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,157 shares; 2024Q4: 4,350 shares; 2025Q1: 4,356 shares; 2025Q2: 4,353 shares; 2025Q3: 4,388 shares; 2025Q4: 4,723 shares; 2026Q1: 4,723 shares; 2026Q2: 4,723 shares 4,723 $453K 0.06% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,556 shares; 2026Q1: 9,568 shares; 2026Q2: 8,454 shares 8,454 $449K 0.06% -1,114 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: 2,224 shares; 2024Q4: 2,224 shares; 2025Q1: 2,224 shares; 2025Q2: 2,224 shares; 2025Q3: 1,449 shares; 2025Q4: 2,449 shares; 2026Q1: 2,449 shares; 2026Q2: 2,449 shares 2,449 $443K 0.06% 0 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: 5,824 shares; 2024Q4: 5,324 shares; 2025Q1: 5,639 shares; 2025Q2: 5,422 shares; 2025Q3: 5,422 shares; 2025Q4: 7,624 shares; 2026Q1: 7,442 shares; 2026Q2: 7,442 shares 7,442 $429K 0.06% 0 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: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,729 shares; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares; 2025Q4: 2,729 shares; 2026Q1: 2,729 shares; 2026Q2: 2,729 shares 2,729 $428K 0.06% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 2,520 shares; 2026Q1: 2,588 shares; 2026Q2: 2,588 shares 2,588 $425K 0.05% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,347 shares; 2024Q4: 1,347 shares; 2025Q1: 1,697 shares; 2025Q2: 1,547 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 1,406 shares; 2026Q2: 1,374 shares 1,374 $416K 0.05% -32 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares; 2026Q2: 1,064 shares 1,064 $392K 0.05% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 1,519 shares; 2026Q1: 1,519 shares; 2026Q2: 1,519 shares 1,519 $388K 0.05% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,547 shares; 2024Q4: 6,547 shares; 2025Q1: 6,072 shares; 2025Q2: 5,612 shares; 2025Q3: 4,762 shares; 2025Q4: 4,762 shares; 2026Q1: 4,562 shares; 2026Q2: 4,562 shares 4,562 $370K 0.05% 0 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: 2,239 shares; 2024Q4: 2,132 shares; 2025Q1: 2,232 shares; 2025Q2: 2,232 shares; 2025Q3: 2,132 shares; 2025Q4: 2,152 shares; 2026Q1: 2,152 shares; 2026Q2: 2,082 shares 2,082 $365K 0.05% -70 Timeline VXF 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: 2,300 shares; 2024Q4: 2,302 shares; 2025Q1: 2,420 shares; 2025Q2: 1,521 shares; 2025Q3: 1,522 shares; 2025Q4: 1,523 shares; 2026Q1: 1,461 shares; 2026Q2: 1,462 shares 1,462 $360K 0.05% +1 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,630 shares; 2025Q2: 3,630 shares; 2025Q3: 3,630 shares; 2025Q4: 3,630 shares; 2026Q1: 3,630 shares; 2026Q2: 3,630 shares 3,630 $359K 0.05% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,777 shares; 2024Q4: 4,817 shares; 2025Q1: 4,654 shares; 2025Q2: 4,450 shares; 2025Q3: 3,988 shares; 2025Q4: 3,730 shares; 2026Q1: 3,330 shares; 2026Q2: 3,330 shares 3,330 $358K 0.05% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,090 shares; 2024Q4: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 5,340 shares; 2025Q3: 4,590 shares; 2025Q4: 4,590 shares; 2026Q1: 4,590 shares; 2026Q2: 4,590 shares 4,590 $352K 0.05% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,267 shares 17,267 $337K 0.04% new 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: 13,226 shares; 2024Q4: 15,276 shares; 2025Q1: 15,789 shares; 2025Q2: 15,196 shares; 2025Q3: 15,091 shares; 2025Q4: 14,231 shares; 2026Q1: 14,008 shares; 2026Q2: 13,903 shares 13,903 $335K 0.04% -105 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,068 shares; 2025Q2: 12,068 shares; 2025Q3: 12,068 shares; 2025Q4: 12,068 shares; 2026Q1: 12,068 shares; 2026Q2: 12,068 shares 12,068 $334K 0.04% 0 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: 17,006 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,357 shares 2,357 $329K 0.04% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,455 shares; 2026Q2: 1,455 shares 1,455 $322K 0.04% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,128 shares; 2024Q4: 7,863 shares; 2025Q1: 11,608 shares; 2025Q2: 12,376 shares; 2025Q3: 12,376 shares; 2025Q4: 13,117 shares; 2026Q1: 13,117 shares; 2026Q2: 13,117 shares 13,117 $321K 0.04% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,988 shares; 2024Q4: 1,988 shares; 2025Q1: 1,988 shares; 2025Q2: 1,988 shares; 2025Q3: 1,988 shares; 2025Q4: 1,988 shares; 2026Q1: 1,988 shares; 2026Q2: 1,918 shares 1,918 $312K 0.04% -70 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: not reported; 2024Q4: 1,793 shares; 2025Q1: 1,793 shares; 2025Q2: 1,793 shares; 2025Q3: 1,793 shares; 2025Q4: 1,812 shares; 2026Q1: 1,793 shares; 2026Q2: 1,678 shares 1,678 $310K 0.04% -115 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 1,094 shares; 2026Q2: 1,094 shares 1,094 $308K 0.04% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,010 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 998 shares; 2026Q1: 998 shares; 2026Q2: 981 shares 981 $307K 0.04% -17 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,270 shares 3,270 $302K 0.04% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 4,813 shares; 2025Q2: 4,308 shares; 2025Q3: 3,658 shares; 2025Q4: 2,988 shares; 2026Q1: 2,928 shares; 2026Q2: 2,986 shares 2,986 $296K 0.04% +58 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares; 2026Q2: 289 shares 289 $293K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $289K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,474 shares; 2025Q1: 3,474 shares; 2025Q2: 3,474 shares; 2025Q3: 3,470 shares; 2025Q4: 3,470 shares; 2026Q1: 3,482 shares; 2026Q2: 3,482 shares 3,482 $288K 0.04% 0 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: 603 shares; 2024Q4: 603 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares; 2026Q2: 573 shares 573 $287K 0.04% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 656 shares 656 $283K 0.04% new 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: 7,637 shares; 2024Q4: 7,868 shares; 2025Q1: 7,640 shares; 2025Q2: 6,770 shares; 2025Q3: 6,276 shares; 2025Q4: 6,636 shares; 2026Q1: 6,636 shares; 2026Q2: 6,636 shares 6,636 $281K 0.04% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 534 shares 534 $279K 0.04% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,520 shares; 2026Q1: 3,520 shares; 2026Q2: 3,290 shares 3,290 $278K 0.04% -230 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $272K 0.04% new 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: 583 shares; 2024Q4: 596 shares; 2025Q1: 628 shares; 2025Q2: not reported; 2025Q3: 647 shares; 2025Q4: 648 shares; 2026Q1: not reported; 2026Q2: 649 shares 649 $270K 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,332 shares; 2026Q1: 1,332 shares; 2026Q2: 1,332 shares 1,332 $267K 0.03% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,348 shares; 2024Q4: 3,348 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,788 shares 2,788 $264K 0.03% new Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $262K 0.03% 0 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: 1,010 shares; 2024Q4: 1,013 shares; 2025Q1: not reported; 2025Q2: 1,045 shares; 2025Q3: 1,035 shares; 2025Q4: 1,039 shares; 2026Q1: 1,043 shares; 2026Q2: 1,043 shares 1,043 $253K 0.03% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,038 shares; 2024Q4: 3,038 shares; 2025Q1: 3,038 shares; 2025Q2: 3,638 shares; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares; 2026Q1: 3,013 shares; 2026Q2: 2,710 shares 2,710 $244K 0.03% -303 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: 5,514 shares; 2024Q4: 4,785 shares; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 4,628 shares; 2025Q4: 4,723 shares; 2026Q1: 4,554 shares; 2026Q2: 4,215 shares 4,215 $240K 0.03% -339 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,686 shares; 2024Q4: 1,586 shares; 2025Q1: 1,586 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares; 2026Q1: 1,586 shares; 2026Q2: 1,586 shares 1,586 $240K 0.03% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,007 shares 2,007 $236K 0.03% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 899 shares; 2026Q2: 899 shares 899 $234K 0.03% 0 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: 1,272 shares; 2026Q2: 1,216 shares 1,216 $231K 0.03% -56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 639 shares; 2025Q4: 639 shares; 2026Q1: 639 shares; 2026Q2: 639 shares 639 $226K 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,672 shares; 2025Q1: not reported; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares; 2026Q1: 1,576 shares; 2026Q2: 1,576 shares 1,576 $226K 0.03% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,987 shares; 2024Q4: 2,987 shares; 2025Q1: 2,987 shares; 2025Q2: 2,987 shares; 2025Q3: 2,437 shares; 2025Q4: 2,237 shares; 2026Q1: 2,237 shares; 2026Q2: 2,307 shares 2,307 $220K 0.03% +70 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $213K 0.03% 0 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: 1,365 shares; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,268 shares; 2026Q2: 1,264 shares 1,264 $210K 0.03% -4 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,997 shares 1,997 $207K 0.03% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 20,521 shares; 2026Q2: 20,521 shares 20,521 $116K 0.01% 0 Timeline