IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,098 shares; 2024Q4: 102,904 shares; 2025Q1: 131,375 shares; 2025Q2: 133,325 shares; 2025Q3: 151,239 shares; 2025Q4: 153,487 shares; 2026Q1: 229,141 shares; 2026Q2: 232,565 shares 232,565 $174M 25.85% +3,424 Timeline VCRB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,333 shares; 2025Q3: 808,270 shares; 2025Q4: 816,462 shares; 2026Q1: 883,723 shares; 2026Q2: 894,661 shares 894,661 $69.1M 10.26% +10,938 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 86,503 shares; 2025Q1: 605,828 shares; 2025Q2: 639,323 shares; 2025Q3: 780,052 shares; 2025Q4: 814,884 shares; 2026Q1: 848,841 shares; 2026Q2: 864,654 shares 864,654 $68.7M 10.19% +15,813 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508,128 shares; 2024Q4: 628,247 shares; 2025Q1: 1,240,676 shares; 2025Q2: 1,286,213 shares; 2025Q3: 1,405,343 shares; 2025Q4: 1,459,872 shares; 2026Q1: 1,515,603 shares; 2026Q2: 1,534,642 shares 1,534,642 $61.6M 9.14% +19,039 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,552 shares; 2024Q4: 285,446 shares; 2025Q1: 346,458 shares; 2025Q2: 360,075 shares; 2025Q3: 338,337 shares; 2025Q4: 340,686 shares; 2026Q1: 327,517 shares; 2026Q2: 325,361 shares 325,361 $40.6M 6.03% -2,156 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,724 shares; 2024Q4: 337,700 shares; 2025Q1: 437,207 shares; 2025Q2: 461,030 shares; 2025Q3: 434,146 shares; 2025Q4: 439,782 shares; 2026Q1: 439,124 shares; 2026Q2: 439,965 shares 439,965 $30.5M 4.52% +841 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,462 shares; 2024Q4: 189,994 shares; 2025Q1: 362,650 shares; 2025Q2: 376,972 shares; 2025Q3: 406,346 shares; 2025Q4: 412,277 shares; 2026Q1: 432,989 shares; 2026Q2: 443,484 shares 443,484 $25M 3.72% +10,495 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,303 shares; 2024Q4: 209,812 shares; 2025Q1: 195,880 shares; 2025Q2: 199,937 shares; 2025Q3: 206,036 shares; 2025Q4: 215,573 shares; 2026Q1: 234,992 shares; 2026Q2: 242,047 shares 242,047 $23.9M 3.54% +7,055 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,123 shares; 2024Q4: 87,519 shares; 2025Q1: 103,536 shares; 2025Q2: 112,858 shares; 2025Q3: 115,699 shares; 2025Q4: 119,354 shares; 2026Q1: 147,270 shares; 2026Q2: 156,248 shares 156,248 $10.6M 1.57% +8,978 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: 46,415 shares; 2024Q4: 79,070 shares; 2025Q1: 52,414 shares; 2025Q2: 54,253 shares; 2025Q3: 61,554 shares; 2025Q4: 79,792 shares; 2026Q1: 87,756 shares; 2026Q2: 90,878 shares 90,878 $6.97M 1.03% +3,122 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: 21,869 shares; 2024Q4: 21,121 shares; 2025Q1: 20,423 shares; 2025Q2: 20,521 shares; 2025Q3: 20,997 shares; 2025Q4: 19,525 shares; 2026Q1: 19,006 shares; 2026Q2: 18,633 shares 18,633 $6.66M 0.99% -373 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: 28,235 shares; 2024Q4: 28,451 shares; 2025Q1: 25,658 shares; 2025Q2: 28,677 shares; 2025Q3: 26,924 shares; 2025Q4: 24,301 shares; 2026Q1: 22,394 shares; 2026Q2: 21,405 shares 21,405 $6.19M 0.92% -989 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: 32,484 shares; 2024Q4: 32,362 shares; 2025Q1: 26,249 shares; 2025Q2: 26,822 shares; 2025Q3: 27,836 shares; 2025Q4: 27,690 shares; 2026Q1: 27,770 shares; 2026Q2: 29,731 shares 29,731 $5.95M 0.88% +1,961 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: 59,713 shares; 2024Q4: 54,463 shares; 2025Q1: 45,661 shares; 2025Q2: 45,248 shares; 2025Q3: 48,777 shares; 2025Q4: 50,662 shares; 2026Q1: 57,049 shares; 2026Q2: 59,194 shares 59,194 $5.72M 0.85% +2,145 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: 17,116 shares; 2024Q4: 16,139 shares; 2025Q1: 14,284 shares; 2025Q2: 14,096 shares; 2025Q3: 14,415 shares; 2025Q4: 14,350 shares; 2026Q1: 13,898 shares; 2026Q2: 14,216 shares 14,216 $5.3M 0.79% +318 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,052 shares; 2024Q4: 44,859 shares; 2025Q1: 43,507 shares; 2025Q2: 48,293 shares; 2025Q3: 49,932 shares; 2025Q4: 54,029 shares; 2026Q1: 59,131 shares; 2026Q2: 63,869 shares 63,869 $5.29M 0.79% +4,738 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: 10,143 shares; 2024Q4: 11,356 shares; 2025Q1: 11,779 shares; 2025Q2: 12,526 shares; 2025Q3: 13,214 shares; 2025Q4: 12,678 shares; 2026Q1: 12,722 shares; 2026Q2: 12,441 shares 12,441 $4.65M 0.69% -281 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: 13,473 shares; 2024Q4: 13,557 shares; 2025Q1: 10,291 shares; 2025Q2: 12,089 shares; 2025Q3: 12,514 shares; 2025Q4: 13,559 shares; 2026Q1: 14,217 shares; 2026Q2: 15,285 shares 15,285 $4.63M 0.69% +1,068 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: 6,392 shares; 2024Q4: 6,535 shares; 2025Q1: 6,675 shares; 2025Q2: 7,501 shares; 2025Q3: 8,163 shares; 2025Q4: 7,474 shares; 2026Q1: 6,504 shares; 2026Q2: 6,193 shares 6,193 $4.48M 0.66% -311 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: 17,745 shares; 2024Q4: 18,289 shares; 2025Q1: 16,402 shares; 2025Q2: 20,867 shares; 2025Q3: 17,983 shares; 2025Q4: 17,340 shares; 2026Q1: 17,956 shares; 2026Q2: 17,437 shares 17,437 $4.16M 0.62% -519 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: 7,981 shares; 2025Q1: 11,279 shares; 2025Q2: 12,186 shares; 2025Q3: 12,726 shares; 2025Q4: 11,794 shares; 2026Q1: 9,490 shares; 2026Q2: 9,493 shares 9,493 $4.11M 0.61% +3 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: 2,021 shares; 2024Q4: 2,021 shares; 2025Q1: 2,755 shares; 2025Q2: 2,980 shares; 2025Q3: 3,032 shares; 2025Q4: 3,039 shares; 2026Q1: 3,193 shares; 2026Q2: 3,112 shares 3,112 $3.66M 0.54% -81 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951,524 shares; 2024Q4: 984,265 shares; 2025Q1: 986,930 shares; 2025Q2: 999,063 shares; 2025Q3: 928,088 shares; 2025Q4: 896,112 shares; 2026Q1: 61,483 shares; 2026Q2: 50,660 shares 50,660 $3.47M 0.52% -10,823 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: 3,543 shares; 2024Q4: 4,249 shares; 2025Q1: 5,949 shares; 2025Q2: 8,050 shares; 2025Q3: 6,682 shares; 2025Q4: 6,597 shares; 2026Q1: 6,148 shares; 2026Q2: 5,657 shares 5,657 $3.29M 0.49% -491 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: 8,558 shares; 2024Q4: 8,564 shares; 2025Q1: 7,418 shares; 2025Q2: 9,824 shares; 2025Q3: 7,798 shares; 2025Q4: 7,685 shares; 2026Q1: 7,514 shares; 2026Q2: 7,399 shares 7,399 $2.79M 0.41% -115 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: 6,942 shares; 2024Q4: 6,859 shares; 2025Q1: 6,859 shares; 2025Q2: 6,859 shares; 2025Q3: 6,859 shares; 2025Q4: 6,859 shares; 2026Q1: 6,802 shares; 2026Q2: 6,802 shares 6,802 $2.79M 0.41% 0 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: 11,143 shares; 2024Q4: 11,026 shares; 2025Q1: 10,273 shares; 2025Q2: 9,752 shares; 2025Q3: 10,016 shares; 2025Q4: 9,645 shares; 2026Q1: 8,595 shares; 2026Q2: 8,327 shares 8,327 $2.73M 0.4% -268 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: 4,392 shares; 2024Q4: 4,392 shares; 2025Q1: 4,408 shares; 2025Q2: 4,208 shares; 2025Q3: 4,192 shares; 2025Q4: 3,762 shares; 2026Q1: 3,762 shares; 2026Q2: 3,766 shares 3,766 $2.59M 0.38% +4 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: 8,743 shares; 2024Q4: 8,804 shares; 2025Q1: 8,215 shares; 2025Q2: 8,101 shares; 2025Q3: 8,079 shares; 2025Q4: 7,935 shares; 2026Q1: 7,588 shares; 2026Q2: 7,487 shares 7,487 $2.57M 0.38% -101 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: 2,783 shares; 2025Q3: 2,881 shares; 2025Q4: 2,728 shares; 2026Q1: 2,189 shares; 2026Q2: 2,165 shares 2,165 $2.5M 0.37% -24 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,305 shares; 2024Q4: 167,348 shares; 2025Q1: 22,753 shares; 2025Q2: 23,854 shares; 2025Q3: 25,964 shares; 2025Q4: 28,317 shares; 2026Q1: 29,593 shares; 2026Q2: 31,287 shares 31,287 $2.41M 0.36% +1,694 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: 22,160 shares; 2024Q4: 22,212 shares; 2025Q1: 20,940 shares; 2025Q2: 20,903 shares; 2025Q3: 21,596 shares; 2025Q4: 21,667 shares; 2026Q1: 21,008 shares; 2026Q2: 20,612 shares 20,612 $2.33M 0.35% -396 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,726 shares; 2024Q4: 12,126 shares; 2025Q1: 12,316 shares; 2025Q2: 13,015 shares; 2025Q3: 13,753 shares; 2025Q4: 12,967 shares; 2026Q1: 13,018 shares; 2026Q2: 12,833 shares 12,833 $1.94M 0.29% -185 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: 1,614 shares; 2024Q4: 1,377 shares; 2025Q1: 1,260 shares; 2025Q2: 1,156 shares; 2025Q3: 1,408 shares; 2025Q4: 1,538 shares; 2026Q1: 1,627 shares; 2026Q2: 1,560 shares 1,560 $1.87M 0.28% -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: 3,146 shares; 2024Q4: 3,069 shares; 2025Q1: 2,833 shares; 2025Q2: 2,780 shares; 2025Q3: 2,862 shares; 2025Q4: 3,357 shares; 2026Q1: 3,280 shares; 2026Q2: 3,249 shares 3,249 $1.83M 0.27% -31 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: 10,965 shares; 2024Q4: 11,099 shares; 2025Q1: 10,487 shares; 2025Q2: 10,645 shares; 2025Q3: 10,946 shares; 2025Q4: 9,959 shares; 2026Q1: 9,559 shares; 2026Q2: 9,414 shares 9,414 $1.79M 0.27% -145 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: 8,273 shares; 2024Q4: 7,998 shares; 2025Q1: 6,934 shares; 2025Q2: 7,193 shares; 2025Q3: 7,634 shares; 2025Q4: 7,653 shares; 2026Q1: 7,176 shares; 2026Q2: 7,006 shares 7,006 $1.78M 0.26% -170 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,547 shares; 2024Q4: 8,503 shares; 2025Q1: 8,606 shares; 2025Q2: 8,373 shares; 2025Q3: 7,813 shares; 2025Q4: 7,647 shares; 2026Q1: 5,159 shares; 2026Q2: 5,159 shares 5,159 $1.71M 0.25% 0 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: 2,010 shares; 2024Q4: 2,031 shares; 2025Q1: 1,868 shares; 2025Q2: 1,874 shares; 2025Q3: 1,892 shares; 2025Q4: 2,022 shares; 2026Q1: 1,889 shares; 2026Q2: 1,793 shares 1,793 $1.68M 0.25% -96 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,989 shares; 2024Q4: 40,041 shares; 2025Q1: 37,870 shares; 2025Q2: 26,045 shares; 2025Q3: 25,461 shares; 2025Q4: 37,695 shares; 2026Q1: 21,899 shares; 2026Q2: 21,899 shares 21,899 $1.67M 0.25% 0 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: 4,721 shares; 2024Q4: 4,719 shares; 2025Q1: 4,395 shares; 2025Q2: 4,346 shares; 2025Q3: 4,700 shares; 2025Q4: 4,270 shares; 2026Q1: 3,996 shares; 2026Q2: 3,985 shares 3,985 $1.66M 0.25% -11 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,621 shares; 2024Q4: 9,484 shares; 2025Q1: 8,614 shares; 2025Q2: 9,249 shares; 2025Q3: 7,368 shares; 2025Q4: 7,353 shares; 2026Q1: 7,123 shares; 2026Q2: 6,098 shares 6,098 $1.5M 0.22% -1,025 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: 4,668 shares; 2024Q4: 4,699 shares; 2025Q1: 4,604 shares; 2025Q2: 5,587 shares; 2025Q3: 4,724 shares; 2025Q4: 4,395 shares; 2026Q1: 4,279 shares; 2026Q2: 4,223 shares 4,223 $1.49M 0.22% -56 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: 12,288 shares; 2024Q4: 13,268 shares; 2025Q1: 12,746 shares; 2025Q2: 12,410 shares; 2025Q3: 12,454 shares; 2025Q4: 11,974 shares; 2026Q1: 11,268 shares; 2026Q2: 10,744 shares 10,744 $1.47M 0.22% -524 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: 19,025 shares; 2024Q4: 21,847 shares; 2025Q1: 20,821 shares; 2025Q2: 19,246 shares; 2025Q3: 19,688 shares; 2025Q4: 19,688 shares; 2026Q1: 13,875 shares; 2026Q2: 13,875 shares 13,875 $1.37M 0.2% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,848 shares; 2024Q4: 2,517 shares; 2025Q1: 2,396 shares; 2025Q2: 1,611 shares; 2025Q3: 1,361 shares; 2025Q4: 1,340 shares; 2026Q1: 1,312 shares; 2026Q2: 1,280 shares 1,280 $1.36M 0.2% -32 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: 18,558 shares; 2024Q4: 17,409 shares; 2025Q1: 15,585 shares; 2025Q2: 15,585 shares; 2025Q3: 15,335 shares; 2025Q4: 13,182 shares; 2026Q1: 12,967 shares; 2026Q2: 12,917 shares 12,917 $1.34M 0.2% -50 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: 5,008 shares; 2024Q4: 4,931 shares; 2025Q1: 4,834 shares; 2025Q2: 4,798 shares; 2025Q3: 4,772 shares; 2025Q4: 5,239 shares; 2026Q1: 5,014 shares; 2026Q2: 4,822 shares 4,822 $1.31M 0.19% -192 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: 4,473 shares; 2024Q4: 5,158 shares; 2025Q1: 4,902 shares; 2025Q2: 4,843 shares; 2025Q3: 4,051 shares; 2025Q4: 3,974 shares; 2026Q1: 3,859 shares; 2026Q2: 3,859 shares 3,859 $1.31M 0.19% 0 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: 3,151 shares; 2024Q4: 3,449 shares; 2025Q1: 3,399 shares; 2025Q2: 3,645 shares; 2025Q3: 3,785 shares; 2025Q4: 3,525 shares; 2026Q1: 3,147 shares; 2026Q2: 3,037 shares 3,037 $1.29M 0.19% -110 Timeline MUB 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: 2,735 shares; 2025Q1: not reported; 2025Q2: 2,786 shares; 2025Q3: 7,795 shares; 2025Q4: 10,384 shares; 2026Q1: 11,188 shares; 2026Q2: 11,822 shares 11,822 $1.27M 0.19% +634 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,294 shares; 2024Q4: 3,426 shares; 2025Q1: 3,054 shares; 2025Q2: 2,614 shares; 2025Q3: 2,877 shares; 2025Q4: 2,562 shares; 2026Q1: 2,596 shares; 2026Q2: 2,535 shares 2,535 $1.27M 0.19% -61 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: 3,080 shares; 2024Q4: 3,120 shares; 2025Q1: 2,870 shares; 2025Q2: 3,028 shares; 2025Q3: 3,159 shares; 2025Q4: 2,660 shares; 2026Q1: 2,535 shares; 2026Q2: 2,439 shares 2,439 $1.25M 0.19% -96 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: 16,423 shares; 2024Q4: 11,954 shares; 2025Q1: 12,546 shares; 2025Q2: 11,416 shares; 2025Q3: 11,144 shares; 2025Q4: 10,233 shares; 2026Q1: 10,233 shares; 2026Q2: 10,170 shares 10,170 $1.19M 0.18% -63 Timeline XLU 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: 7,995 shares; 2024Q4: 8,745 shares; 2025Q1: 10,516 shares; 2025Q2: 13,003 shares; 2025Q3: 14,010 shares; 2025Q4: 29,435 shares; 2026Q1: 27,065 shares; 2026Q2: 26,092 shares 26,092 $1.18M 0.18% -973 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: 8,136 shares; 2024Q4: 8,916 shares; 2025Q1: 7,881 shares; 2025Q2: 8,195 shares; 2025Q3: 8,163 shares; 2025Q4: 7,845 shares; 2026Q1: 6,878 shares; 2026Q2: 6,878 shares 6,878 $1.14M 0.17% 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: 3,019 shares; 2024Q4: 2,648 shares; 2025Q1: 2,341 shares; 2025Q2: 2,068 shares; 2025Q3: 1,727 shares; 2025Q4: 2,935 shares; 2026Q1: 2,804 shares; 2026Q2: 3,129 shares 3,129 $1.13M 0.17% +325 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: 966 shares; 2024Q4: 1,992 shares; 2025Q1: 2,786 shares; 2025Q2: 2,773 shares; 2025Q3: 3,038 shares; 2025Q4: 2,877 shares; 2026Q1: 3,159 shares; 2026Q2: 3,197 shares 3,197 $1.09M 0.16% +38 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: 2,780 shares; 2024Q4: 2,780 shares; 2025Q1: 2,776 shares; 2025Q2: 2,753 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares; 2026Q1: 2,195 shares; 2026Q2: 8,780 shares 8,780 $1.09M 0.16% +6,585 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: 5,825 shares; 2024Q4: 5,945 shares; 2025Q1: 5,913 shares; 2025Q2: 6,447 shares; 2025Q3: 6,968 shares; 2025Q4: 7,220 shares; 2026Q1: 7,952 shares; 2026Q2: 7,133 shares 7,133 $1.05M 0.16% -819 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: 11,023 shares; 2024Q4: 11,048 shares; 2025Q1: 10,432 shares; 2025Q2: 11,145 shares; 2025Q3: 11,482 shares; 2025Q4: 6,942 shares; 2026Q1: 7,105 shares; 2026Q2: 6,976 shares 6,976 $1.02M 0.15% -129 Timeline XLB 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: 6,492 shares; 2024Q4: 7,492 shares; 2025Q1: 8,741 shares; 2025Q2: 10,185 shares; 2025Q3: 10,841 shares; 2025Q4: 23,112 shares; 2026Q1: 22,124 shares; 2026Q2: 19,886 shares 19,886 $1.01M 0.15% -2,238 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 687 shares; 2025Q2: 1,071 shares; 2025Q3: 1,157 shares; 2025Q4: 1,358 shares; 2026Q1: 1,318 shares; 2026Q2: 1,284 shares 1,284 $980K 0.15% -34 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: 3,490 shares; 2024Q4: 3,441 shares; 2025Q1: 3,244 shares; 2025Q2: 2,392 shares; 2025Q3: 2,364 shares; 2025Q4: 2,341 shares; 2026Q1: 2,279 shares; 2026Q2: 2,286 shares 2,286 $961K 0.14% +7 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: 5,122 shares; 2024Q4: 4,912 shares; 2025Q1: 3,741 shares; 2025Q2: 3,500 shares; 2025Q3: 2,646 shares; 2025Q4: 2,646 shares; 2026Q1: 2,586 shares; 2026Q2: 3,558 shares 3,558 $895K 0.13% +972 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: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 2,448 shares; 2025Q3: 1,773 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares; 2026Q2: 1,708 shares 1,708 $892K 0.13% 0 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: 4,194 shares; 2024Q4: 4,344 shares; 2025Q1: 4,140 shares; 2025Q2: 7,295 shares; 2025Q3: 6,107 shares; 2025Q4: 5,880 shares; 2026Q1: 5,727 shares; 2026Q2: 5,605 shares 5,605 $878K 0.13% -122 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: 1,004 shares; 2024Q4: 1,032 shares; 2025Q1: 1,022 shares; 2025Q2: 1,075 shares; 2025Q3: 1,105 shares; 2025Q4: 11,768 shares; 2026Q1: 11,794 shares; 2026Q2: 11,915 shares 11,915 $851K 0.13% +121 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,331 shares; 2025Q4: 3,261 shares; 2026Q1: 3,296 shares; 2026Q2: 4,816 shares 4,816 $849K 0.13% +1,520 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,173 shares; 2024Q4: 12,215 shares; 2025Q1: 13,479 shares; 2025Q2: 13,479 shares; 2025Q3: 13,179 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,400 shares 12,400 $848K 0.13% +400 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: 4,058 shares; 2024Q4: 3,101 shares; 2025Q1: 3,199 shares; 2025Q2: 3,731 shares; 2025Q3: 3,001 shares; 2025Q4: 3,126 shares; 2026Q1: 3,128 shares; 2026Q2: 3,119 shares 3,119 $843K 0.13% -9 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: 1,811 shares; 2024Q4: 1,266 shares; 2025Q1: 1,185 shares; 2025Q2: 1,443 shares; 2025Q3: 1,845 shares; 2025Q4: 1,680 shares; 2026Q1: 1,615 shares; 2026Q2: 1,651 shares 1,651 $828K 0.12% +36 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: 2,685 shares; 2024Q4: 2,589 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,611 shares; 2026Q1: 2,512 shares; 2026Q2: 2,459 shares 2,459 $812K 0.12% -53 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,774 shares; 2024Q4: 4,812 shares; 2025Q1: 4,926 shares; 2025Q2: 5,253 shares; 2025Q3: 5,964 shares; 2025Q4: 4,765 shares; 2026Q1: 4,935 shares; 2026Q2: 4,830 shares 4,830 $810K 0.12% -105 Timeline XLRE 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: 13,792 shares; 2024Q4: 14,537 shares; 2025Q1: 15,732 shares; 2025Q2: 18,510 shares; 2025Q3: 19,315 shares; 2025Q4: 19,036 shares; 2026Q1: 18,977 shares; 2026Q2: 17,904 shares 17,904 $788K 0.12% -1,073 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: 8,574 shares; 2024Q4: 8,623 shares; 2025Q1: 7,840 shares; 2025Q2: 7,797 shares; 2025Q3: 8,025 shares; 2025Q4: 7,718 shares; 2026Q1: 8,113 shares; 2026Q2: 8,665 shares 8,665 $786K 0.12% +552 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,756 shares; 2024Q4: 6,868 shares; 2025Q1: 5,422 shares; 2025Q2: 5,632 shares; 2025Q3: 6,349 shares; 2025Q4: 8,670 shares; 2026Q1: 9,499 shares; 2026Q2: 9,827 shares 9,827 $777K 0.12% +328 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: 956 shares; 2025Q3: 918 shares; 2025Q4: 923 shares; 2026Q1: 917 shares; 2026Q2: 758 shares 758 $767K 0.11% -159 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: 335 shares 335 $762K 0.11% 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: 9,793 shares; 2024Q4: 9,793 shares; 2025Q1: 10,040 shares; 2025Q2: 10,651 shares; 2025Q3: 10,608 shares; 2025Q4: 10,259 shares; 2026Q1: 9,297 shares; 2026Q2: 13,272 shares 13,272 $756K 0.11% +3,975 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: 121 shares; 2024Q4: 117 shares; 2025Q1: 165 shares; 2025Q2: 163 shares; 2025Q3: 182 shares; 2025Q4: 174 shares; 2026Q1: 175 shares; 2026Q2: 4,230 shares 4,230 $754K 0.11% +4,055 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,309 shares; 2024Q4: 1,309 shares; 2025Q1: 1,431 shares; 2025Q2: 1,594 shares; 2025Q3: 1,966 shares; 2025Q4: 1,994 shares; 2026Q1: 1,862 shares; 2026Q2: 1,788 shares 1,788 $728K 0.11% -74 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: 10,153 shares; 2024Q4: 9,984 shares; 2025Q1: 9,151 shares; 2025Q2: 9,065 shares; 2025Q3: 8,945 shares; 2025Q4: 6,291 shares; 2026Q1: 5,467 shares; 2026Q2: 5,174 shares 5,174 $701K 0.1% -293 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 4,079 shares 4,079 $693K 0.1% new 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: 2,679 shares; 2024Q4: 2,786 shares; 2025Q1: 3,524 shares; 2025Q2: 3,902 shares; 2025Q3: 4,371 shares; 2025Q4: 4,182 shares; 2026Q1: 3,714 shares; 2026Q2: 3,740 shares 3,740 $691K 0.1% +26 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,740 shares; 2025Q3: 4,101 shares; 2025Q4: 5,322 shares; 2026Q1: 5,234 shares; 2026Q2: 4,845 shares 4,845 $678K 0.1% -389 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 1,353 shares; 2025Q1: 1,322 shares; 2025Q2: 1,602 shares; 2025Q3: 1,903 shares; 2025Q4: 2,099 shares; 2026Q1: 1,881 shares; 2026Q2: 1,692 shares 1,692 $673K 0.1% -189 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: 874 shares; 2024Q4: 749 shares; 2025Q1: 959 shares; 2025Q2: 1,566 shares; 2025Q3: 959 shares; 2025Q4: 939 shares; 2026Q1: 855 shares; 2026Q2: 855 shares 855 $638K 0.09% 0 Timeline SLYG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,680 shares; 2026Q1: 3,715 shares; 2026Q2: 5,085 shares 5,085 $606K 0.09% +1,370 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,350 shares; 2024Q4: 8,850 shares; 2025Q1: 7,925 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares; 2025Q4: 7,425 shares; 2026Q1: 7,425 shares; 2026Q2: 7,425 shares 7,425 $604K 0.09% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726 shares; 2024Q4: 739 shares; 2025Q1: 828 shares; 2025Q2: 947 shares; 2025Q3: 1,113 shares; 2025Q4: 5,736 shares; 2026Q1: 6,579 shares; 2026Q2: 5,973 shares 5,973 $593K 0.09% -606 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: 5,759 shares; 2024Q4: 5,785 shares; 2025Q1: 5,414 shares; 2025Q2: 5,732 shares; 2025Q3: 6,009 shares; 2025Q4: 6,204 shares; 2026Q1: 5,833 shares; 2026Q2: 5,579 shares 5,579 $537K 0.08% -254 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: 11,053 shares; 2024Q4: 7,824 shares; 2025Q1: 8,257 shares; 2025Q2: 7,486 shares; 2025Q3: 6,813 shares; 2025Q4: 5,191 shares; 2026Q1: 4,904 shares; 2026Q2: 4,079 shares 4,079 $524K 0.08% -825 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: 3,205 shares; 2025Q2: 4,862 shares; 2025Q3: 6,173 shares; 2025Q4: 7,701 shares; 2026Q1: 7,682 shares; 2026Q2: 7,190 shares 7,190 $519K 0.08% -492 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,006 shares; 2024Q4: 4,506 shares; 2025Q1: 2,908 shares; 2025Q2: 2,413 shares; 2025Q3: 2,093 shares; 2025Q4: 2,090 shares; 2026Q1: 1,516 shares; 2026Q2: 1,461 shares 1,461 $516K 0.08% -55 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 338 shares; 2025Q3: 417 shares; 2025Q4: 524 shares; 2026Q1: 496 shares; 2026Q2: 509 shares 509 $489K 0.07% +13 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 884 shares; 2024Q4: 1,398 shares; 2025Q1: 1,810 shares; 2025Q2: 2,169 shares; 2025Q3: 3,297 shares; 2025Q4: 3,437 shares; 2026Q1: 3,714 shares; 2026Q2: 3,913 shares 3,913 $487K 0.07% +199 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,881 shares; 2025Q3: 5,881 shares; 2025Q4: 5,881 shares; 2026Q1: 5,881 shares; 2026Q2: 5,881 shares 5,881 $482K 0.07% 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: 2,690 shares; 2025Q2: 3,370 shares; 2025Q3: 4,438 shares; 2025Q4: 8,952 shares; 2026Q1: 8,656 shares; 2026Q2: 8,701 shares 8,701 $462K 0.07% +45 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,888 shares; 2026Q1: 4,273 shares; 2026Q2: 4,875 shares 4,875 $450K 0.07% +602 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 982 shares; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 595 shares 595 $428K 0.06% -20 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,859 shares 1,859 $416K 0.06% new 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: 2,646 shares; 2024Q4: 2,617 shares; 2025Q1: 2,288 shares; 2025Q2: 2,535 shares; 2025Q3: 2,141 shares; 2025Q4: 2,033 shares; 2026Q1: 1,705 shares; 2026Q2: 1,705 shares 1,705 $413K 0.06% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,186 shares; 2024Q4: 2,211 shares; 2025Q1: 2,304 shares; 2025Q2: 2,537 shares; 2025Q3: 2,856 shares; 2025Q4: 2,662 shares; 2026Q1: 2,694 shares; 2026Q2: 1,813 shares 1,813 $396K 0.06% -881 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: 1,699 shares; 2025Q2: not reported; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares; 2026Q2: 1,399 shares 1,399 $364K 0.05% 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: 3,783 shares; 2024Q4: 3,743 shares; 2025Q1: 3,734 shares; 2025Q2: 3,734 shares; 2025Q3: 3,578 shares; 2025Q4: 2,745 shares; 2026Q1: 2,097 shares; 2026Q2: 2,097 shares 2,097 $342K 0.05% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 818 shares 818 $325K 0.05% new 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: 3,520 shares; 2024Q4: 3,470 shares; 2025Q1: 2,684 shares; 2025Q2: 4,395 shares; 2025Q3: 2,538 shares; 2025Q4: 2,538 shares; 2026Q1: 1,434 shares; 2026Q2: 1,434 shares 1,434 $300K 0.04% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $296K 0.04% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,018 shares; 2024Q4: 6,018 shares; 2025Q1: 6,018 shares; 2025Q2: 6,018 shares; 2025Q3: 6,018 shares; 2025Q4: 5,221 shares; 2026Q1: 3,821 shares; 2026Q2: 3,821 shares 3,821 $290K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,246 shares; 2024Q4: 3,342 shares; 2025Q1: 3,144 shares; 2025Q2: 2,763 shares; 2025Q3: 2,582 shares; 2025Q4: 2,485 shares; 2026Q1: 2,805 shares; 2026Q2: 2,785 shares 2,785 $290K 0.04% -20 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $270K 0.04% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $267K 0.04% 0 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,440 shares; 2024Q4: 15,462 shares; 2025Q1: 15,137 shares; 2025Q2: 12,338 shares; 2025Q3: 8,100 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 5,000 shares 5,000 $267K 0.04% -2,500 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,648 shares; 2024Q4: 1,648 shares; 2025Q1: 1,326 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,219 shares; 2026Q1: 1,219 shares; 2026Q2: 1,219 shares 1,219 $264K 0.04% 0 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: 14,740 shares; 2024Q4: 13,326 shares; 2025Q1: 10,261 shares; 2025Q2: 9,334 shares; 2025Q3: 8,773 shares; 2025Q4: 9,773 shares; 2026Q1: 9,773 shares; 2026Q2: 9,731 shares 9,731 $234K 0.03% -42 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,108 shares; 2024Q4: 2,989 shares; 2025Q1: 2,627 shares; 2025Q2: 2,597 shares; 2025Q3: 2,628 shares; 2025Q4: 1,868 shares; 2026Q1: 1,610 shares; 2026Q2: 1,117 shares 1,117 $229K 0.03% -493 Timeline OTLK OUTLOOK THERAPEUTICS INC More: the full row for OUTLOOK THERAPEUTICS 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: 15,000 shares 15,000 $23.9K <0.01% new Timeline