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: 270,541 shares; 2024Q4: 318,992 shares; 2025Q1: 317,733 shares; 2025Q2: 325,915 shares; 2025Q3: 327,892 shares; 2025Q4: 326,639 shares; 2026Q1: 323,530 shares; 2026Q2: 315,802 shares 315,802 $117M 31.32% -7,728 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: 153,599 shares; 2024Q4: 153,040 shares; 2025Q1: 152,674 shares; 2025Q2: 168,284 shares; 2025Q3: 194,640 shares; 2025Q4: 365,934 shares; 2026Q1: 517,354 shares; 2026Q2: 696,066 shares 696,066 $70.1M 18.78% +178,712 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: 65,710 shares; 2024Q4: 66,985 shares; 2025Q1: 61,170 shares; 2025Q2: 60,820 shares; 2025Q3: 62,434 shares; 2025Q4: 62,542 shares; 2026Q1: 62,002 shares; 2026Q2: 63,271 shares 63,271 $23.3M 6.25% +1,269 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: 228,454 shares; 2024Q4: 249,676 shares; 2025Q1: 209,115 shares; 2025Q2: 232,021 shares; 2025Q3: 232,110 shares; 2025Q4: 280,014 shares; 2026Q1: 287,746 shares; 2026Q2: 289,029 shares 289,029 $20.6M 5.52% +1,283 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: 158,353 shares; 2024Q4: 157,034 shares; 2025Q1: 152,058 shares; 2025Q2: 151,899 shares; 2025Q3: 148,888 shares; 2025Q4: 148,393 shares; 2026Q1: 145,431 shares; 2026Q2: 144,092 shares 144,092 $13.9M 3.73% -1,339 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113,260 shares 113,260 $10.9M 2.93% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,395 shares; 2024Q4: 8,499 shares; 2025Q1: 8,344 shares; 2025Q2: 7,049 shares; 2025Q3: 11,533 shares; 2025Q4: 155,551 shares; 2026Q1: 155,098 shares; 2026Q2: 160,681 shares 160,681 $9.59M 2.57% +5,583 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: 136,791 shares; 2024Q4: 136,791 shares; 2025Q1: 136,741 shares; 2025Q2: 129,410 shares; 2025Q3: 128,096 shares; 2025Q4: 126,824 shares; 2026Q1: 126,607 shares; 2026Q2: 125,816 shares 125,816 $9.5M 2.55% -791 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: 36,307 shares; 2024Q4: 37,048 shares; 2025Q1: 41,413 shares; 2025Q2: 40,810 shares; 2025Q3: 39,852 shares; 2025Q4: 38,467 shares; 2026Q1: 31,813 shares; 2026Q2: 31,756 shares 31,756 $9.19M 2.46% -57 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210,414 shares; 2026Q1: 213,047 shares; 2026Q2: 218,058 shares 218,058 $7.36M 1.97% +5,011 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: 9,645 shares; 2024Q4: 9,856 shares; 2025Q1: 9,939 shares; 2025Q2: 8,832 shares; 2025Q3: 8,754 shares; 2025Q4: 9,627 shares; 2026Q1: 8,495 shares; 2026Q2: 8,330 shares 8,330 $6.24M 1.67% -165 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: 23,269 shares; 2024Q4: 24,082 shares; 2025Q1: 32,230 shares; 2025Q2: 36,247 shares; 2025Q3: 36,579 shares; 2025Q4: 36,158 shares; 2026Q1: 25,182 shares; 2026Q2: 25,545 shares 25,545 $5.11M 1.37% +363 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: 11,497 shares; 2024Q4: 11,935 shares; 2025Q1: 14,355 shares; 2025Q2: 15,422 shares; 2025Q3: 15,521 shares; 2025Q4: 15,432 shares; 2026Q1: 12,239 shares; 2026Q2: 12,258 shares 12,258 $4.57M 1.23% +19 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,257 shares; 2024Q4: 13,257 shares; 2025Q1: 13,257 shares; 2025Q2: 13,029 shares; 2025Q3: 12,995 shares; 2025Q4: 12,869 shares; 2026Q1: 12,991 shares; 2026Q2: 51,806 shares 51,806 $4.17M 1.12% +38,815 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: 9,751 shares; 2024Q4: 10,026 shares; 2025Q1: 13,434 shares; 2025Q2: 15,194 shares; 2025Q3: 15,593 shares; 2025Q4: 15,660 shares; 2026Q1: 10,653 shares; 2026Q2: 10,636 shares 10,636 $3.8M 1.02% -17 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: 9,848 shares; 2024Q4: 9,916 shares; 2025Q1: 9,888 shares; 2025Q2: 17,461 shares; 2025Q3: 16,726 shares; 2025Q4: 14,874 shares; 2026Q1: 5,663 shares; 2026Q2: 5,522 shares 5,522 $3.79M 1.02% -141 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,512 shares; 2024Q4: 6,320 shares; 2025Q1: 6,387 shares; 2025Q2: 7,282 shares; 2025Q3: 7,333 shares; 2025Q4: 7,337 shares; 2026Q1: 6,066 shares; 2026Q2: 5,862 shares 5,862 $3.41M 0.91% -204 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: 8,166 shares; 2024Q4: 8,166 shares; 2025Q1: 8,166 shares; 2025Q2: 8,166 shares; 2025Q3: 8,166 shares; 2025Q4: 7,641 shares; 2026Q1: 7,992 shares; 2026Q2: 8,077 shares 8,077 $2.85M 0.76% +85 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: 14,154 shares; 2024Q4: 14,762 shares; 2025Q1: 17,118 shares; 2025Q2: 18,661 shares; 2025Q3: 18,805 shares; 2025Q4: 14,575 shares; 2026Q1: 10,987 shares; 2026Q2: 11,305 shares 11,305 $2.69M 0.72% +318 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: 1,998 shares; 2024Q4: 2,047 shares; 2025Q1: 2,261 shares; 2025Q2: 2,405 shares; 2025Q3: 2,264 shares; 2025Q4: 2,404 shares; 2026Q1: 2,131 shares; 2026Q2: 2,144 shares 2,144 $2.57M 0.69% +13 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,294 shares; 2024Q4: 3,369 shares; 2025Q1: 4,139 shares; 2025Q2: 4,501 shares; 2025Q3: 4,520 shares; 2025Q4: 4,474 shares; 2026Q1: 3,123 shares; 2026Q2: 3,226 shares 3,226 $1.82M 0.49% +103 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,334 shares; 2024Q4: 3,351 shares; 2025Q1: 3,594 shares; 2025Q2: 3,790 shares; 2025Q3: 3,758 shares; 2025Q4: 3,582 shares; 2026Q1: 3,211 shares; 2026Q2: 3,202 shares 3,202 $1.64M 0.44% -9 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: 5,828 shares; 2024Q4: 5,834 shares; 2025Q1: 6,628 shares; 2025Q2: 7,307 shares; 2025Q3: 7,297 shares; 2025Q4: 7,297 shares; 2026Q1: 6,035 shares; 2026Q2: 4,683 shares 4,683 $1.53M 0.41% -1,352 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.4% 0 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: 1,434 shares; 2025Q4: 1,464 shares; 2026Q1: 1,317 shares; 2026Q2: 1,277 shares 1,277 $1.47M 0.4% -40 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: 13,996 shares; 2024Q4: 13,985 shares; 2025Q1: 14,451 shares; 2025Q2: 14,822 shares; 2025Q3: 14,780 shares; 2025Q4: 14,869 shares; 2026Q1: 14,053 shares; 2026Q2: 14,193 shares 14,193 $1.38M 0.37% +140 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: 2,347 shares; 2024Q4: 2,611 shares; 2025Q1: 4,468 shares; 2025Q2: 5,097 shares; 2025Q3: 5,280 shares; 2025Q4: 5,272 shares; 2026Q1: 3,427 shares; 2026Q2: 3,526 shares 3,526 $1.33M 0.36% +99 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,812 shares; 2025Q3: 9,767 shares; 2025Q4: 9,864 shares; 2026Q1: 8,248 shares; 2026Q2: 9,462 shares 9,462 $1.32M 0.35% +1,214 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,178 shares; 2024Q4: 2,274 shares; 2025Q1: 2,783 shares; 2025Q2: 2,723 shares; 2025Q3: 3,000 shares; 2025Q4: 2,981 shares; 2026Q1: 2,377 shares; 2026Q2: 2,478 shares 2,478 $1.24M 0.33% +101 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099 shares; 2024Q4: 2,216 shares; 2025Q1: 3,248 shares; 2025Q2: 3,908 shares; 2025Q3: 3,937 shares; 2025Q4: 3,854 shares; 2026Q1: 2,476 shares; 2026Q2: 2,621 shares 2,621 $1.1M 0.3% +145 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: 4,091 shares; 2024Q4: 4,162 shares; 2025Q1: 4,789 shares; 2025Q2: 4,472 shares; 2025Q3: 5,042 shares; 2025Q4: 5,042 shares; 2026Q1: 4,194 shares; 2026Q2: 4,219 shares 4,219 $1.06M 0.28% +25 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: 3,423 shares; 2024Q4: 3,526 shares; 2025Q1: 3,284 shares; 2025Q2: 3,735 shares; 2025Q3: 3,525 shares; 2025Q4: 3,486 shares; 2026Q1: 2,641 shares; 2026Q2: 2,744 shares 2,744 $941K 0.25% +103 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: 1,790 shares; 2024Q4: 1,792 shares; 2025Q1: 1,770 shares; 2025Q2: 1,831 shares; 2025Q3: 1,798 shares; 2025Q4: 1,776 shares; 2026Q1: 1,863 shares; 2026Q2: 1,750 shares 1,750 $892K 0.24% -113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,848 shares; 2026Q1: 1,848 shares; 2026Q2: 1,848 shares 1,848 $757K 0.2% 0 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: 3,033 shares; 2024Q4: 2,929 shares; 2025Q1: 3,698 shares; 2025Q2: 3,709 shares; 2025Q3: 4,371 shares; 2025Q4: 4,285 shares; 2026Q1: 2,771 shares; 2026Q2: 2,647 shares 2,647 $672K 0.18% -124 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: 662 shares; 2024Q4: 682 shares; 2025Q1: 766 shares; 2025Q2: 850 shares; 2025Q3: 858 shares; 2025Q4: 866 shares; 2026Q1: 636 shares; 2026Q2: 631 shares 631 $672K 0.18% -5 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: 3,296 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,656 shares; 2026Q1: 3,080 shares; 2026Q2: 3,080 shares 3,080 $671K 0.18% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,063 shares; 2024Q4: 3,140 shares; 2025Q1: 3,623 shares; 2025Q2: 3,777 shares; 2025Q3: 3,764 shares; 2025Q4: 3,792 shares; 2026Q1: 3,117 shares; 2026Q2: 3,132 shares 3,132 $655K 0.18% +15 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: 3,786 shares; 2024Q4: 3,851 shares; 2025Q1: 4,011 shares; 2025Q2: 4,290 shares; 2025Q3: 4,142 shares; 2025Q4: 4,146 shares; 2026Q1: 3,587 shares; 2026Q2: 3,331 shares 3,331 $608K 0.16% -256 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: 1,390 shares; 2024Q4: 1,381 shares; 2025Q1: 1,227 shares; 2025Q2: 1,765 shares; 2025Q3: 1,790 shares; 2025Q4: 1,625 shares; 2026Q1: 1,172 shares; 2026Q2: 1,620 shares 1,620 $571K 0.15% +448 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: 3,087 shares; 2024Q4: 3,128 shares; 2025Q1: 3,088 shares; 2025Q2: 3,245 shares; 2025Q3: 3,243 shares; 2025Q4: 3,363 shares; 2026Q1: 3,090 shares; 2026Q2: 3,067 shares 3,067 $551K 0.15% -23 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: 3,572 shares; 2024Q4: 4,147 shares; 2025Q1: 3,978 shares; 2025Q2: 4,206 shares; 2025Q3: 5,218 shares; 2025Q4: 5,218 shares; 2026Q1: 4,298 shares; 2026Q2: 4,179 shares 4,179 $541K 0.14% -119 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,876 shares; 2025Q4: 1,876 shares; 2026Q1: 1,213 shares; 2026Q2: 1,213 shares 1,213 $526K 0.14% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,914 shares; 2024Q4: 1,955 shares; 2025Q1: 2,133 shares; 2025Q2: 2,155 shares; 2025Q3: 2,301 shares; 2025Q4: 2,252 shares; 2026Q1: 1,943 shares; 2026Q2: 1,886 shares 1,886 $510K 0.14% -57 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,465 shares; 2024Q4: 4,591 shares; 2025Q1: 5,910 shares; 2025Q2: 6,666 shares; 2025Q3: 6,632 shares; 2025Q4: 6,813 shares; 2026Q1: 4,507 shares; 2026Q2: 4,445 shares 4,445 $503K 0.13% -62 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: 325 shares; 2024Q4: 334 shares; 2025Q1: 463 shares; 2025Q2: 544 shares; 2025Q3: 508 shares; 2025Q4: 364 shares; 2026Q1: 507 shares; 2026Q2: 531 shares 531 $497K 0.13% +24 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,993 shares; 2024Q4: 4,001 shares; 2025Q1: 4,296 shares; 2025Q2: 4,204 shares; 2025Q3: 4,192 shares; 2025Q4: 4,357 shares; 2026Q1: 4,121 shares; 2026Q2: 4,126 shares 4,126 $496K 0.13% +5 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: 5,764 shares; 2024Q4: 5,459 shares; 2025Q1: 5,815 shares; 2025Q2: 5,566 shares; 2025Q3: 4,915 shares; 2025Q4: 5,353 shares; 2026Q1: 5,045 shares; 2026Q2: 5,369 shares 5,369 $492K 0.13% +324 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: 443 shares; 2024Q4: 452 shares; 2025Q1: 451 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 484 shares 484 $489K 0.13% +4 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170 shares; 2024Q4: 1,172 shares; 2025Q1: 1,209 shares; 2025Q2: 1,166 shares; 2025Q3: 1,191 shares; 2025Q4: 1,213 shares; 2026Q1: 1,154 shares; 2026Q2: 1,146 shares 1,146 $477K 0.13% -8 Timeline IEF 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: 5,000 shares 5,000 $473K 0.13% new 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: 18,677 shares; 2024Q4: 19,027 shares; 2025Q1: 20,352 shares; 2025Q2: 21,350 shares; 2025Q3: 21,213 shares; 2025Q4: 21,661 shares; 2026Q1: 18,722 shares; 2026Q2: 8,096 shares 8,096 $461K 0.12% -10,626 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: 4,138 shares; 2024Q4: 4,222 shares; 2025Q1: 4,834 shares; 2025Q2: 5,509 shares; 2025Q3: 4,652 shares; 2025Q4: 4,888 shares; 2026Q1: 3,751 shares; 2026Q2: 3,122 shares 3,122 $458K 0.12% -629 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: 2,128 shares; 2024Q4: 2,204 shares; 2025Q1: 2,742 shares; 2025Q2: 2,319 shares; 2025Q3: 2,469 shares; 2025Q4: 2,530 shares; 2026Q1: 2,246 shares; 2026Q2: 2,453 shares 2,453 $453K 0.12% +207 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: 2,416 shares; 2024Q4: 2,437 shares; 2025Q1: 2,866 shares; 2025Q2: 3,020 shares; 2025Q3: 3,074 shares; 2025Q4: 3,034 shares; 2026Q1: 2,118 shares; 2026Q2: 2,351 shares 2,351 $446K 0.12% +233 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: 3,529 shares; 2025Q1: 5,228 shares; 2025Q2: 6,029 shares; 2025Q3: 6,271 shares; 2025Q4: 6,271 shares; 2026Q1: 3,585 shares; 2026Q2: 3,622 shares 3,622 $425K 0.11% +37 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,315 shares; 2024Q4: 6,298 shares; 2025Q1: 6,417 shares; 2025Q2: 6,310 shares; 2025Q3: 6,323 shares; 2025Q4: 6,349 shares; 2026Q1: 6,916 shares; 2026Q2: 4,648 shares 4,648 $421K 0.11% -2,268 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: 985 shares; 2024Q4: 1,029 shares; 2025Q1: 1,089 shares; 2025Q2: 1,066 shares; 2025Q3: 1,075 shares; 2025Q4: 1,092 shares; 2026Q1: 965 shares; 2026Q2: 965 shares 965 $411K 0.11% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,706 shares; 2025Q2: 2,794 shares; 2025Q3: 4,844 shares; 2025Q4: 5,352 shares; 2026Q1: 5,352 shares; 2026Q2: 4,844 shares 4,844 $398K 0.11% -508 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,989 shares; 2025Q2: 4,349 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 3,370 shares; 2026Q2: 4,805 shares 4,805 $397K 0.11% +1,435 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: not reported; 2025Q3: not reported; 2025Q4: 915 shares; 2026Q1: not reported; 2026Q2: 525 shares 525 $380K 0.1% new Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,250 shares; 2024Q4: 15,250 shares; 2025Q1: 11,224 shares; 2025Q2: 11,224 shares; 2025Q3: 11,224 shares; 2025Q4: 11,224 shares; 2026Q1: 11,224 shares; 2026Q2: 11,224 shares 11,224 $373K 0.1% 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: 2,015 shares; 2024Q4: 2,028 shares; 2025Q1: 2,203 shares; 2025Q2: 2,181 shares; 2025Q3: 2,381 shares; 2025Q4: 2,281 shares; 2026Q1: 2,132 shares; 2026Q2: 2,273 shares 2,273 $370K 0.1% +141 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 894 shares; 2024Q4: 867 shares; 2025Q1: 1,125 shares; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 1,188 shares; 2026Q1: 751 shares; 2026Q2: 878 shares 878 $365K 0.1% +127 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 991 shares; 2025Q4: 994 shares; 2026Q1: 1,007 shares; 2026Q2: 953 shares 953 $356K 0.1% -54 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: 894 shares; 2024Q4: 1,798 shares; 2025Q1: 1,318 shares; 2025Q2: 1,346 shares; 2025Q3: 1,199 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,025 shares 1,025 $350K 0.09% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,180 shares; 2024Q4: 2,172 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares; 2026Q1: 2,114 shares; 2026Q2: 2,114 shares 2,114 $348K 0.09% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,384 shares; 2024Q4: 9,384 shares; 2025Q1: 9,384 shares; 2025Q2: 9,384 shares; 2025Q3: 9,384 shares; 2025Q4: 9,384 shares; 2026Q1: 9,384 shares; 2026Q2: 9,384 shares 9,384 $345K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares; 2026Q2: 291 shares 291 $342K 0.09% +6 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 167 shares; 2026Q2: 169 shares 169 $335K 0.09% +2 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,504 shares; 2025Q1: 1,969 shares; 2025Q2: 1,549 shares; 2025Q3: 2,360 shares; 2025Q4: 2,083 shares; 2026Q1: 1,538 shares; 2026Q2: 1,944 shares 1,944 $322K 0.09% +406 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,847 shares; 2024Q4: 14,847 shares; 2025Q1: 14,827 shares; 2025Q2: 15,410 shares; 2025Q3: 15,410 shares; 2025Q4: 15,410 shares; 2026Q1: 14,805 shares; 2026Q2: 14,805 shares 14,805 $313K 0.08% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 2,504 shares; 2025Q4: 2,504 shares; 2026Q1: 2,504 shares; 2026Q2: 2,504 shares 2,504 $304K 0.08% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 468 shares 468 $299K 0.08% 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: 1,149 shares; 2025Q3: 1,160 shares; 2025Q4: 1,164 shares; 2026Q1: 1,220 shares; 2026Q2: 1,475 shares 1,475 $296K 0.08% +255 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,073 shares; 2024Q4: 2,153 shares; 2025Q1: 2,333 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,074 shares; 2026Q2: 2,074 shares 2,074 $285K 0.08% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,909 shares; 2024Q4: 2,816 shares; 2025Q1: 3,634 shares; 2025Q2: 3,914 shares; 2025Q3: 4,212 shares; 2025Q4: 4,212 shares; 2026Q1: 3,112 shares; 2026Q2: 3,112 shares 3,112 $273K 0.07% 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: 1,724 shares; 2024Q4: not reported; 2025Q1: 3,195 shares; 2025Q2: 2,071 shares; 2025Q3: 3,111 shares; 2025Q4: 3,699 shares; 2026Q1: 1,899 shares; 2026Q2: 1,972 shares 1,972 $270K 0.07% +73 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 118 shares 118 $268K 0.07% new 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: 693 shares; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: 921 shares; 2025Q3: 753 shares; 2025Q4: 982 shares; 2026Q1: 765 shares; 2026Q2: 786 shares 786 $268K 0.07% +21 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,079 shares; 2024Q4: not reported; 2025Q1: 4,164 shares; 2025Q2: 5,393 shares; 2025Q3: 4,915 shares; 2025Q4: 4,067 shares; 2026Q1: 3,140 shares; 2026Q2: 3,113 shares 3,113 $255K 0.07% -27 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: 755 shares; 2024Q4: 747 shares; 2025Q1: 819 shares; 2025Q2: 916 shares; 2025Q3: not reported; 2025Q4: 803 shares; 2026Q1: 796 shares; 2026Q2: 808 shares 808 $254K 0.07% +12 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: 2,814 shares; 2025Q2: 2,814 shares; 2025Q3: 2,814 shares; 2025Q4: 2,814 shares; 2026Q1: 2,814 shares; 2026Q2: 2,407 shares 2,407 $250K 0.07% -407 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: 249 shares 249 $240K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,533 shares; 2025Q2: 1,784 shares; 2025Q3: 1,949 shares; 2025Q4: 1,954 shares; 2026Q1: not reported; 2026Q2: 1,608 shares 1,608 $236K 0.06% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,700 shares 2,700 $233K 0.06% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 687 shares 687 $227K 0.06% new 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: 2,483 shares; 2024Q4: 2,314 shares; 2025Q1: 2,851 shares; 2025Q2: 2,652 shares; 2025Q3: 2,856 shares; 2025Q4: 2,901 shares; 2026Q1: not reported; 2026Q2: 2,217 shares 2,217 $227K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,172 shares; 2025Q4: not reported; 2026Q1: 4,172 shares; 2026Q2: 4,172 shares 4,172 $226K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,479 shares; 2026Q2: 3,907 shares 3,907 $225K 0.06% +428 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: 382 shares; 2024Q4: 408 shares; 2025Q1: 450 shares; 2025Q2: 518 shares; 2025Q3: 525 shares; 2025Q4: 4,539 shares; 2026Q1: 3,444 shares; 2026Q2: 3,097 shares 3,097 $221K 0.06% -347 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 695 shares; 2025Q1: 905 shares; 2025Q2: 1,052 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: not reported; 2026Q2: 649 shares 649 $220K 0.06% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,374 shares; 2025Q3: 3,374 shares; 2025Q4: 5,060 shares; 2026Q1: 5,060 shares; 2026Q2: 5,060 shares 5,060 $216K 0.06% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,340 shares 3,340 $214K 0.06% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 913 shares 913 $207K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 801 shares; 2025Q3: 767 shares; 2025Q4: 787 shares; 2026Q1: not reported; 2026Q2: 730 shares 730 $205K 0.06% new Timeline SUB 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: 2,403 shares; 2026Q1: 2,403 shares; 2026Q2: 1,928 shares 1,928 $205K 0.06% -475 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,105 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,379 shares; 2026Q2: 4,379 shares 4,379 $205K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR 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: 2,947 shares; 2025Q3: 2,913 shares; 2025Q4: 2,928 shares; 2026Q1: 2,401 shares; 2026Q2: 1,753 shares 1,753 $205K 0.05% -648 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,472 shares 1,472 $201K 0.05% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 784 shares 784 $200K 0.05% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,712 shares 10,712 $181K 0.05% new Timeline AVX AVAX ONE TECHNOLOGY LTD More: the full row for AVAX ONE TECHNOLOGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,967 shares 10,967 $56.9K 0.02% new Timeline