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 loaded; 2024Q4: 57,259 shares; 2025Q1: 54,869 shares; 2025Q2: 54,396 shares; 2025Q3: 56,547 shares; 2025Q4: 53,032 shares; 2026Q1: 53,726 shares; 2026Q2: 55,740 shares 55,740 $41.7M 4.95% +2,014 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: not loaded; 2024Q4: 133,888 shares; 2025Q1: 133,678 shares; 2025Q2: 125,355 shares; 2025Q3: 123,593 shares; 2025Q4: 118,473 shares; 2026Q1: 120,972 shares; 2026Q2: 121,028 shares 121,028 $35M 4.15% +56 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: not loaded; 2024Q4: 74,647 shares; 2025Q1: 72,863 shares; 2025Q2: 66,899 shares; 2025Q3: 66,261 shares; 2025Q4: 65,886 shares; 2026Q1: 69,455 shares; 2026Q2: 77,395 shares 77,395 $28.9M 3.42% +7,940 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: not loaded; 2024Q4: 17,676 shares; 2025Q1: 17,788 shares; 2025Q2: 36,182 shares; 2025Q3: 40,327 shares; 2025Q4: 38,810 shares; 2026Q1: 40,376 shares; 2026Q2: 48,614 shares 48,614 $17.4M 2.06% +8,238 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: not loaded; 2024Q4: 172,321 shares; 2025Q1: 169,412 shares; 2025Q2: 146,312 shares; 2025Q3: 140,880 shares; 2025Q4: 139,056 shares; 2026Q1: 146,413 shares; 2026Q2: 176,248 shares 176,248 $17M 2.02% +29,835 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: not loaded; 2024Q4: 38,930 shares; 2025Q1: 44,794 shares; 2025Q2: 43,986 shares; 2025Q3: 40,873 shares; 2025Q4: 39,270 shares; 2026Q1: 41,396 shares; 2026Q2: 41,722 shares 41,722 $15.8M 1.87% +326 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: not loaded; 2024Q4: 7,813 shares; 2025Q1: 5,927 shares; 2025Q2: 11,807 shares; 2025Q3: 11,614 shares; 2025Q4: 11,901 shares; 2026Q1: 18,203 shares; 2026Q2: 27,085 shares 27,085 $15.3M 1.81% +8,882 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 91,701 shares; 2025Q2: 107,834 shares; 2025Q3: 121,501 shares; 2025Q4: 141,358 shares; 2026Q1: 149,746 shares; 2026Q2: 157,391 shares 157,391 $14.5M 1.72% +7,645 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: not loaded; 2024Q4: 46,552 shares; 2025Q1: 45,333 shares; 2025Q2: 44,804 shares; 2025Q3: 44,531 shares; 2025Q4: 44,485 shares; 2026Q1: 43,938 shares; 2026Q2: 44,183 shares 44,183 $14.5M 1.71% +245 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 loaded; 2024Q4: 36,646 shares; 2025Q1: 30,549 shares; 2025Q2: 30,993 shares; 2025Q3: 39,570 shares; 2025Q4: 39,802 shares; 2026Q1: 36,710 shares; 2026Q2: 35,538 shares 35,538 $14.1M 1.67% -1,172 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 460,785 shares; 2025Q1: 296,730 shares; 2025Q2: 278,629 shares; 2025Q3: 264,937 shares; 2025Q4: 213,482 shares; 2026Q1: 191,049 shares; 2026Q2: 191,011 shares 191,011 $14M 1.66% -38 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: not loaded; 2024Q4: 55,252 shares; 2025Q1: 52,724 shares; 2025Q2: 52,807 shares; 2025Q3: 51,026 shares; 2025Q4: 48,787 shares; 2026Q1: 47,285 shares; 2026Q2: 52,427 shares 52,427 $13.3M 1.58% +5,142 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 425,304 shares; 2025Q1: 400,105 shares; 2025Q2: 360,569 shares; 2025Q3: 377,146 shares; 2025Q4: 305,637 shares; 2026Q1: 288,181 shares; 2026Q2: 286,916 shares 286,916 $13.2M 1.57% -1,265 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: not loaded; 2024Q4: 36,980 shares; 2025Q1: 35,816 shares; 2025Q2: 36,898 shares; 2025Q3: 37,848 shares; 2025Q4: 37,320 shares; 2026Q1: 38,511 shares; 2026Q2: 160,855 shares 160,855 $13M 1.54% +122,344 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 loaded; 2024Q4: 140,925 shares; 2025Q1: 89,532 shares; 2025Q2: 85,704 shares; 2025Q3: 85,710 shares; 2025Q4: 93,855 shares; 2026Q1: 120,670 shares; 2026Q2: 109,491 shares 109,491 $12.9M 1.52% -11,179 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: not loaded; 2024Q4: 69,072 shares; 2025Q1: 71,235 shares; 2025Q2: 72,433 shares; 2025Q3: 78,282 shares; 2025Q4: 82,095 shares; 2026Q1: 106,335 shares; 2026Q2: 140,597 shares 140,597 $11.6M 1.38% +34,262 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: not loaded; 2024Q4: 6,112 shares; 2025Q1: 4,765 shares; 2025Q2: 4,682 shares; 2025Q3: 1,192 shares; 2025Q4: 1,125 shares; 2026Q1: 6,216 shares; 2026Q2: 7,918 shares 7,918 $9.5M 1.13% +1,702 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: not loaded; 2024Q4: 60,553 shares; 2025Q1: 58,115 shares; 2025Q2: 78,245 shares; 2025Q3: 91,754 shares; 2025Q4: 93,872 shares; 2026Q1: 100,125 shares; 2026Q2: 121,671 shares 121,671 $9.38M 1.11% +21,546 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 103,868 shares; 2025Q2: 121,872 shares; 2025Q3: 135,741 shares; 2025Q4: 156,974 shares; 2026Q1: 177,522 shares; 2026Q2: 189,646 shares 189,646 $9.18M 1.09% +12,124 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: not loaded; 2024Q4: 175,605 shares; 2025Q1: 176,233 shares; 2025Q2: 181,432 shares; 2025Q3: 186,912 shares; 2025Q4: 190,266 shares; 2026Q1: 192,044 shares; 2026Q2: 152,499 shares 152,499 $9.1M 1.08% -39,545 Timeline GSLC 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: not loaded; 2024Q4: 76,967 shares; 2025Q1: 73,721 shares; 2025Q2: 73,855 shares; 2025Q3: 76,863 shares; 2025Q4: 76,116 shares; 2026Q1: 76,762 shares; 2026Q2: 64,151 shares 64,151 $9.1M 1.08% -12,611 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 63,619 shares; 2025Q2: 73,844 shares; 2025Q3: 82,475 shares; 2025Q4: 96,553 shares; 2026Q1: 105,639 shares; 2026Q2: 112,429 shares 112,429 $8.76M 1.04% +6,790 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 127,741 shares; 2025Q2: 150,190 shares; 2025Q3: 200,158 shares; 2025Q4: 249,261 shares; 2026Q1: 288,835 shares; 2026Q2: 311,660 shares 311,660 $8.27M 0.98% +22,825 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: not loaded; 2024Q4: 39,526 shares; 2025Q1: 43,564 shares; 2025Q2: 45,065 shares; 2025Q3: 44,652 shares; 2025Q4: 44,221 shares; 2026Q1: 33,943 shares; 2026Q2: 37,072 shares 37,072 $8.17M 0.97% +3,129 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: not loaded; 2024Q4: 33,611 shares; 2025Q1: 33,611 shares; 2025Q2: 33,551 shares; 2025Q3: 33,542 shares; 2025Q4: 34,051 shares; 2026Q1: 33,595 shares; 2026Q2: 33,358 shares 33,358 $7.95M 0.94% -237 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,569 shares; 2026Q2: 67,391 shares 67,391 $7.92M 0.94% +2,822 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: not loaded; 2024Q4: 145,419 shares; 2025Q1: 147,841 shares; 2025Q2: 148,776 shares; 2025Q3: 148,498 shares; 2025Q4: 145,031 shares; 2026Q1: 129,932 shares; 2026Q2: 114,712 shares 114,712 $7.85M 0.93% -15,220 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: not loaded; 2024Q4: 30,670 shares; 2025Q1: 28,359 shares; 2025Q2: 24,417 shares; 2025Q3: 28,606 shares; 2025Q4: 29,096 shares; 2026Q1: 27,742 shares; 2026Q2: 27,511 shares 27,511 $7.66M 0.91% -231 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,051 shares; 2026Q2: 51,806 shares 51,806 $7.65M 0.91% +3,755 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 loaded; 2024Q4: 55,839 shares; 2025Q1: 61,950 shares; 2025Q2: 68,773 shares; 2025Q3: 70,934 shares; 2025Q4: 71,774 shares; 2026Q1: 60,189 shares; 2026Q2: 46,120 shares 46,120 $7.64M 0.91% -14,069 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 loaded; 2024Q4: 1,026 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 13,775 shares; 2025Q4: 13,580 shares; 2026Q1: 13,704 shares; 2026Q2: 22,288 shares 22,288 $7.54M 0.89% +8,584 Timeline VMBS 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: not loaded; 2024Q4: 113,446 shares; 2025Q1: 159,277 shares; 2025Q2: 157,576 shares; 2025Q3: 157,877 shares; 2025Q4: 151,081 shares; 2026Q1: 153,389 shares; 2026Q2: 158,484 shares 158,484 $7.42M 0.88% +5,095 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,041 shares; 2025Q1: 10,382 shares; 2025Q2: 10,640 shares; 2025Q3: 10,617 shares; 2025Q4: 10,914 shares; 2026Q1: 10,176 shares; 2026Q2: 13,936 shares 13,936 $7.23M 0.86% +3,760 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: not loaded; 2024Q4: 5,834 shares; 2025Q1: 6,017 shares; 2025Q2: 4,731 shares; 2025Q3: 4,703 shares; 2025Q4: 4,788 shares; 2026Q1: 6,876 shares; 2026Q2: 7,310 shares 7,310 $6.84M 0.81% +434 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 loaded; 2024Q4: 4,252 shares; 2025Q1: 4,256 shares; 2025Q2: 4,368 shares; 2025Q3: 6,612 shares; 2025Q4: 6,706 shares; 2026Q1: 6,797 shares; 2026Q2: 7,070 shares 7,070 $6.8M 0.81% +273 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: not loaded; 2024Q4: 70,052 shares; 2025Q1: 69,759 shares; 2025Q2: 69,841 shares; 2025Q3: 70,359 shares; 2025Q4: 68,842 shares; 2026Q1: 63,043 shares; 2026Q2: 76,004 shares 76,004 $6.67M 0.79% +12,961 Timeline BSCQ 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: not loaded; 2024Q4: not reported; 2025Q1: 175,182 shares; 2025Q2: 205,433 shares; 2025Q3: 230,336 shares; 2025Q4: 269,879 shares; 2026Q1: 302,569 shares; 2026Q2: 320,002 shares 320,002 $6.25M 0.74% +17,433 Timeline BSCR 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: not loaded; 2024Q4: not reported; 2025Q1: 174,631 shares; 2025Q2: 204,481 shares; 2025Q3: 228,132 shares; 2025Q4: 268,036 shares; 2026Q1: 299,053 shares; 2026Q2: 317,124 shares 317,124 $6.22M 0.74% +18,071 Timeline BSCU 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252,676 shares; 2026Q1: 350,831 shares; 2026Q2: 373,487 shares 373,487 $6.22M 0.74% +22,656 Timeline BSCS 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: not loaded; 2024Q4: not reported; 2025Q1: 168,429 shares; 2025Q2: 196,902 shares; 2025Q3: 218,647 shares; 2025Q4: 257,088 shares; 2026Q1: 287,200 shares; 2026Q2: 305,087 shares 305,087 $6.21M 0.74% +17,887 Timeline BSCT 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: not loaded; 2024Q4: not reported; 2025Q1: 185,121 shares; 2025Q2: 216,348 shares; 2025Q3: 239,475 shares; 2025Q4: 281,486 shares; 2026Q1: 313,815 shares; 2026Q2: 333,719 shares 333,719 $6.2M 0.73% +19,904 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: not loaded; 2024Q4: 46,285 shares; 2025Q1: 40,751 shares; 2025Q2: 15,154 shares; 2025Q3: 29,836 shares; 2025Q4: 29,460 shares; 2026Q1: 30,370 shares; 2026Q2: 30,208 shares 30,208 $6.04M 0.72% -162 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: not loaded; 2024Q4: 47,255 shares; 2025Q1: 45,475 shares; 2025Q2: 44,150 shares; 2025Q3: 44,364 shares; 2025Q4: 41,491 shares; 2026Q1: 38,700 shares; 2026Q2: 39,306 shares 39,306 $5.76M 0.68% +606 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,873 shares; 2025Q1: 20,646 shares; 2025Q2: 44,198 shares; 2025Q3: 44,887 shares; 2025Q4: 46,201 shares; 2026Q1: 46,247 shares; 2026Q2: 47,114 shares 47,114 $5.5M 0.65% +867 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: not loaded; 2024Q4: 14,376 shares; 2025Q1: 13,493 shares; 2025Q2: 14,983 shares; 2025Q3: 14,960 shares; 2025Q4: 14,835 shares; 2026Q1: 13,769 shares; 2026Q2: 14,946 shares 14,946 $5.41M 0.64% +1,177 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: not loaded; 2024Q4: 23,454 shares; 2025Q1: 20,768 shares; 2025Q2: 25,772 shares; 2025Q3: 13,167 shares; 2025Q4: 13,174 shares; 2026Q1: 13,396 shares; 2026Q2: 12,479 shares 12,479 $5.19M 0.61% -917 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,177 shares; 2025Q1: 33,632 shares; 2025Q2: 36,478 shares; 2025Q3: 36,168 shares; 2025Q4: 36,214 shares; 2026Q1: 27,226 shares; 2026Q2: 30,665 shares 30,665 $5.18M 0.61% +3,439 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 loaded; 2024Q4: 19,353 shares; 2025Q1: 19,617 shares; 2025Q2: 19,650 shares; 2025Q3: 19,951 shares; 2025Q4: 19,683 shares; 2026Q1: 30,110 shares; 2026Q2: 26,995 shares 26,995 $4.99M 0.59% -3,115 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,761 shares; 2025Q1: 82,023 shares; 2025Q2: 74,163 shares; 2025Q3: 68,181 shares; 2025Q4: 56,347 shares; 2026Q1: 52,348 shares; 2026Q2: 51,273 shares 51,273 $4.94M 0.59% -1,075 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 114,000 shares; 2025Q1: 85,977 shares; 2025Q2: 84,169 shares; 2025Q3: 39,148 shares; 2025Q4: 38,838 shares; 2026Q1: 29,315 shares; 2026Q2: 64,434 shares 64,434 $4.79M 0.57% +35,119 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: not loaded; 2024Q4: 36,261 shares; 2025Q1: 40,840 shares; 2025Q2: 41,197 shares; 2025Q3: 42,012 shares; 2025Q4: 42,037 shares; 2026Q1: 38,005 shares; 2026Q2: 31,026 shares 31,026 $4.7M 0.56% -6,979 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 loaded; 2024Q4: 5,752 shares; 2025Q1: 5,551 shares; 2025Q2: 5,423 shares; 2025Q3: 5,015 shares; 2025Q4: 4,789 shares; 2026Q1: 4,782 shares; 2026Q2: 4,632 shares 4,632 $4.68M 0.55% -150 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,368 shares; 2025Q1: 26,491 shares; 2025Q2: 26,869 shares; 2025Q3: 26,695 shares; 2025Q4: 27,106 shares; 2026Q1: 24,731 shares; 2026Q2: 16,983 shares 16,983 $4.59M 0.54% -7,748 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 loaded; 2024Q4: 3,571 shares; 2025Q1: 10,714 shares; 2025Q2: 11,533 shares; 2025Q3: 11,517 shares; 2025Q4: 11,590 shares; 2026Q1: 11,801 shares; 2026Q2: 12,113 shares 12,113 $4.53M 0.54% +312 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 153,115 shares; 2025Q2: 152,948 shares; 2025Q3: 150,400 shares; 2025Q4: 144,219 shares; 2026Q1: 176,420 shares; 2026Q2: 165,211 shares 165,211 $4.44M 0.53% -11,209 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: not loaded; 2024Q4: not reported; 2025Q1: 31,758 shares; 2025Q2: 36,978 shares; 2025Q3: 40,795 shares; 2025Q4: 46,845 shares; 2026Q1: 51,509 shares; 2026Q2: 54,976 shares 54,976 $4.22M 0.5% +3,467 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,440 shares; 2025Q1: 14,844 shares; 2025Q2: 14,290 shares; 2025Q3: 14,093 shares; 2025Q4: 13,894 shares; 2026Q1: 13,129 shares; 2026Q2: 14,433 shares 14,433 $4.19M 0.5% +1,304 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,193 shares; 2025Q1: 3,152 shares; 2025Q2: 3,137 shares; 2025Q3: 3,151 shares; 2025Q4: 2,945 shares; 2026Q1: 3,124 shares; 2026Q2: 3,080 shares 3,080 $4.19M 0.5% -44 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,453 shares; 2025Q2: 40,952 shares; 2025Q3: 45,209 shares; 2025Q4: 51,075 shares; 2026Q1: 56,613 shares; 2026Q2: 60,535 shares 60,535 $4.17M 0.49% +3,922 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,591 shares; 2026Q2: 140,808 shares 140,808 $4.13M 0.49% +217 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,244 shares; 2026Q2: 16,634 shares 16,634 $4.1M 0.49% +4,390 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: not loaded; 2024Q4: 17,032 shares; 2025Q1: 16,722 shares; 2025Q2: 16,944 shares; 2025Q3: 16,958 shares; 2025Q4: 15,785 shares; 2026Q1: 18,003 shares; 2026Q2: 18,156 shares 18,156 $4.07M 0.48% +153 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: not loaded; 2024Q4: 45,935 shares; 2025Q1: 41,239 shares; 2025Q2: 42,043 shares; 2025Q3: 41,757 shares; 2025Q4: 41,824 shares; 2026Q1: 40,758 shares; 2026Q2: 44,447 shares 44,447 $4.03M 0.48% +3,689 Timeline XMMO 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,159 shares; 2026Q2: 23,573 shares 23,573 $4.01M 0.48% +414 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: not loaded; 2024Q4: 44,043 shares; 2025Q1: 43,056 shares; 2025Q2: 36,459 shares; 2025Q3: 36,409 shares; 2025Q4: 35,862 shares; 2026Q1: 34,717 shares; 2026Q2: 35,408 shares 35,408 $4.01M 0.48% +691 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 196,200 shares; 2025Q1: 186,861 shares; 2025Q2: 165,549 shares; 2025Q3: 116,204 shares; 2025Q4: 109,648 shares; 2026Q1: 101,369 shares; 2026Q2: 107,686 shares 107,686 $3.99M 0.47% +6,317 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: not loaded; 2024Q4: 29,142 shares; 2025Q1: 28,729 shares; 2025Q2: 28,722 shares; 2025Q3: 28,283 shares; 2025Q4: 26,806 shares; 2026Q1: 16,116 shares; 2026Q2: 15,689 shares 15,689 $3.95M 0.47% -427 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: not loaded; 2024Q4: 15,641 shares; 2025Q1: 15,000 shares; 2025Q2: 15,566 shares; 2025Q3: 14,630 shares; 2025Q4: 13,565 shares; 2026Q1: 11,381 shares; 2026Q2: 11,570 shares 11,570 $3.94M 0.47% +189 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,005 shares; 2026Q2: 20,406 shares 20,406 $3.87M 0.46% +1,401 Timeline XMHQ 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,716 shares; 2026Q2: 33,784 shares 33,784 $3.81M 0.45% +2,068 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 loaded; 2024Q4: 3,294 shares; 2025Q1: 3,294 shares; 2025Q2: 3,294 shares; 2025Q3: 3,294 shares; 2025Q4: 3,294 shares; 2026Q1: 3,294 shares; 2026Q2: 26,793 shares 26,793 $3.75M 0.44% +23,499 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,481 shares; 2025Q1: 5,599 shares; 2025Q2: 9,321 shares; 2025Q3: 59,101 shares; 2025Q4: 36,193 shares; 2026Q1: 74,859 shares; 2026Q2: 77,363 shares 77,363 $3.72M 0.44% +2,504 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,600 shares; 2025Q1: 49,955 shares; 2025Q2: 52,855 shares; 2025Q3: 33,768 shares; 2025Q4: 32,804 shares; 2026Q1: 31,377 shares; 2026Q2: 31,476 shares 31,476 $3.69M 0.44% +99 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: not loaded; 2024Q4: 7,425 shares; 2025Q1: 7,425 shares; 2025Q2: 7,376 shares; 2025Q3: 7,426 shares; 2025Q4: 7,426 shares; 2026Q1: 44,107 shares; 2026Q2: 44,891 shares 44,891 $3.65M 0.43% +784 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,408 shares; 2025Q4: 6,561 shares; 2026Q1: 6,046 shares; 2026Q2: 5,115 shares 5,115 $3.65M 0.43% -931 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,585 shares 10,585 $3.61M 0.43% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,484 shares; 2025Q1: 32,546 shares; 2025Q2: 32,508 shares; 2025Q3: 31,438 shares; 2025Q4: 29,295 shares; 2026Q1: 20,479 shares; 2026Q2: 20,472 shares 20,472 $3.61M 0.43% -7 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 loaded; 2024Q4: 13,736 shares; 2025Q1: 13,131 shares; 2025Q2: 13,318 shares; 2025Q3: 13,187 shares; 2025Q4: 12,978 shares; 2026Q1: 10,059 shares; 2026Q2: 10,113 shares 10,113 $3.58M 0.42% +54 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 loaded; 2024Q4: 26,819 shares; 2025Q1: 25,925 shares; 2025Q2: 25,350 shares; 2025Q3: 24,924 shares; 2025Q4: 25,479 shares; 2026Q1: 24,460 shares; 2026Q2: 24,901 shares 24,901 $3.56M 0.42% +441 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,192 shares 8,192 $3.55M 0.42% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,631 shares; 2025Q1: 4,643 shares; 2025Q2: not reported; 2025Q3: 3,535 shares; 2025Q4: 3,652 shares; 2026Q1: 3,509 shares; 2026Q2: 3,586 shares 3,586 $3.51M 0.42% +77 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,483 shares; 2025Q1: 33,689 shares; 2025Q2: 34,445 shares; 2025Q3: 35,470 shares; 2025Q4: 19,746 shares; 2026Q1: 39,481 shares; 2026Q2: 39,319 shares 39,319 $3.41M 0.4% -162 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,150 shares; 2025Q1: 13,707 shares; 2025Q2: 13,457 shares; 2025Q3: 13,656 shares; 2025Q4: 13,424 shares; 2026Q1: 12,172 shares; 2026Q2: 22,066 shares 22,066 $3.4M 0.4% +9,894 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,912 shares; 2025Q2: 41,000 shares; 2025Q3: 37,668 shares; 2025Q4: 42,294 shares; 2026Q1: 32,527 shares; 2026Q2: 34,525 shares 34,525 $3.35M 0.4% +1,998 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: not loaded; 2024Q4: 37,138 shares; 2025Q1: 41,280 shares; 2025Q2: 43,258 shares; 2025Q3: 44,169 shares; 2025Q4: 37,959 shares; 2026Q1: 24,731 shares; 2026Q2: 25,951 shares 25,951 $3.33M 0.4% +1,220 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,436 shares; 2025Q1: not reported; 2025Q2: 9,193 shares; 2025Q3: 9,678 shares; 2025Q4: 9,632 shares; 2026Q1: 101,528 shares; 2026Q2: 105,274 shares 105,274 $3.3M 0.39% +3,746 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 242,101 shares; 2025Q1: 146,335 shares; 2025Q2: 149,210 shares; 2025Q3: 150,136 shares; 2025Q4: 146,417 shares; 2026Q1: 138,081 shares; 2026Q2: 138,754 shares 138,754 $3.27M 0.39% +673 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: not loaded; 2024Q4: 5,884 shares; 2025Q1: 5,853 shares; 2025Q2: 5,542 shares; 2025Q3: 5,685 shares; 2025Q4: 5,974 shares; 2026Q1: 5,996 shares; 2026Q2: 6,404 shares 6,404 $3.2M 0.38% +408 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,229 shares; 2025Q1: 15,225 shares; 2025Q2: 15,989 shares; 2025Q3: not reported; 2025Q4: 14,736 shares; 2026Q1: 10,609 shares; 2026Q2: 10,609 shares 10,609 $3.19M 0.38% 0 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,816 shares; 2025Q4: 27,779 shares; 2026Q1: 59,047 shares; 2026Q2: 62,738 shares 62,738 $3.1M 0.37% +3,691 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: not loaded; 2024Q4: 8,457 shares; 2025Q1: 11,468 shares; 2025Q2: 11,861 shares; 2025Q3: 12,020 shares; 2025Q4: 12,463 shares; 2026Q1: 7,435 shares; 2026Q2: 7,603 shares 7,603 $3.1M 0.37% +168 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,864 shares; 2025Q3: 15,910 shares; 2025Q4: 16,219 shares; 2026Q1: 19,676 shares; 2026Q2: 12,330 shares 12,330 $3.06M 0.36% -7,346 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: not loaded; 2024Q4: 5,847 shares; 2025Q1: 6,435 shares; 2025Q2: 7,092 shares; 2025Q3: 9,079 shares; 2025Q4: 2,663 shares; 2026Q1: 10,807 shares; 2026Q2: 19,029 shares 19,029 $2.98M 0.35% +8,222 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: not loaded; 2024Q4: 5,906 shares; 2025Q1: 5,960 shares; 2025Q2: 6,021 shares; 2025Q3: 6,126 shares; 2025Q4: 6,311 shares; 2026Q1: 6,674 shares; 2026Q2: 7,046 shares 7,046 $2.93M 0.35% +372 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: not loaded; 2024Q4: 20,736 shares; 2025Q1: 23,885 shares; 2025Q2: 23,434 shares; 2025Q3: 23,218 shares; 2025Q4: 22,754 shares; 2026Q1: 21,970 shares; 2026Q2: 18,651 shares 18,651 $2.92M 0.35% -3,319 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,821 shares; 2026Q2: 9,799 shares 9,799 $2.92M 0.35% -22 Timeline XLK 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 loaded; 2024Q4: 7,430 shares; 2025Q1: 7,300 shares; 2025Q2: 6,421 shares; 2025Q3: 6,789 shares; 2025Q4: 13,976 shares; 2026Q1: 15,520 shares; 2026Q2: 15,287 shares 15,287 $2.91M 0.35% -233 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: not loaded; 2024Q4: 4,841 shares; 2025Q1: 4,849 shares; 2025Q2: 4,879 shares; 2025Q3: 4,975 shares; 2025Q4: 5,098 shares; 2026Q1: 5,222 shares; 2026Q2: 5,665 shares 5,665 $2.91M 0.34% +443 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 loaded; 2024Q4: 11,633 shares; 2025Q1: 11,633 shares; 2025Q2: 11,506 shares; 2025Q3: 11,422 shares; 2025Q4: 11,378 shares; 2026Q1: 11,354 shares; 2026Q2: 11,171 shares 11,171 $2.85M 0.34% -183 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,839 shares; 2026Q2: 5,954 shares 5,954 $2.84M 0.34% +115 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: not loaded; 2024Q4: 1,964 shares; 2025Q1: not reported; 2025Q2: 1,737 shares; 2025Q3: not reported; 2025Q4: 7,422 shares; 2026Q1: 27,738 shares; 2026Q2: 29,328 shares 29,328 $2.82M 0.33% +1,590 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: not loaded; 2024Q4: 16,244 shares; 2025Q1: 18,040 shares; 2025Q2: 20,361 shares; 2025Q3: 20,678 shares; 2025Q4: 20,549 shares; 2026Q1: 14,912 shares; 2026Q2: 10,308 shares 10,308 $2.79M 0.33% -4,604 Timeline PSCF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,332 shares; 2026Q2: 42,321 shares 42,321 $2.75M 0.33% +1,989 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: not loaded; 2024Q4: 30,645 shares; 2025Q1: 30,875 shares; 2025Q2: 37,353 shares; 2025Q3: 37,368 shares; 2025Q4: 30,868 shares; 2026Q1: 32,398 shares; 2026Q2: 20,309 shares 20,309 $2.75M 0.33% -12,089 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 172,533 shares; 2025Q1: 181,734 shares; 2025Q2: 175,360 shares; 2025Q3: 168,290 shares; 2025Q4: 164,352 shares; 2026Q1: 159,520 shares; 2026Q2: 168,707 shares 168,707 $2.68M 0.32% +9,187 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: not loaded; 2024Q4: 38,098 shares; 2025Q1: 37,154 shares; 2025Q2: 41,506 shares; 2025Q3: 41,447 shares; 2025Q4: 41,991 shares; 2026Q1: 40,339 shares; 2026Q2: 24,970 shares 24,970 $2.55M 0.3% -15,369 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,121 shares; 2026Q1: 39,776 shares; 2026Q2: 50,589 shares 50,589 $2.52M 0.3% +10,813 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: not loaded; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 4,471 shares; 2026Q2: 4,982 shares 4,982 $2.5M 0.3% +511 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,432 shares; 2025Q1: 54,545 shares; 2025Q2: 54,029 shares; 2025Q3: 55,740 shares; 2025Q4: 28,022 shares; 2026Q1: 74,080 shares; 2026Q2: 75,969 shares 75,969 $2.49M 0.29% +1,889 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,268 shares; 2025Q1: 31,422 shares; 2025Q2: 33,997 shares; 2025Q3: 33,829 shares; 2025Q4: 33,821 shares; 2026Q1: 32,517 shares; 2026Q2: 32,358 shares 32,358 $2.48M 0.29% -159 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,502 shares; 2025Q1: 12,846 shares; 2025Q2: 12,262 shares; 2025Q3: 12,283 shares; 2025Q4: 12,162 shares; 2026Q1: 11,391 shares; 2026Q2: 11,047 shares 11,047 $2.44M 0.29% -344 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,391 shares; 2026Q1: 30,049 shares; 2026Q2: 17,162 shares 17,162 $2.32M 0.28% -12,887 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: not loaded; 2024Q4: 8,488 shares; 2025Q1: 8,663 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,427 shares; 2026Q2: 5,443 shares 5,443 $2.32M 0.27% +16 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: not loaded; 2024Q4: 15,948 shares; 2025Q1: 16,670 shares; 2025Q2: 25,285 shares; 2025Q3: 17,535 shares; 2025Q4: 12,083 shares; 2026Q1: 16,848 shares; 2026Q2: 17,889 shares 17,889 $2.23M 0.26% +1,041 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,717 shares; 2026Q1: 40,983 shares; 2026Q2: 36,977 shares 36,977 $2.22M 0.26% -4,006 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: not loaded; 2024Q4: 2,206 shares; 2025Q1: 2,121 shares; 2025Q2: 2,348 shares; 2025Q3: 2,478 shares; 2025Q4: 2,516 shares; 2026Q1: 3,560 shares; 2026Q2: 3,219 shares 3,219 $2.21M 0.26% -341 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,417 shares; 2025Q1: 19,080 shares; 2025Q2: 19,244 shares; 2025Q3: 19,611 shares; 2025Q4: 19,705 shares; 2026Q1: 17,647 shares; 2026Q2: 17,291 shares 17,291 $2.19M 0.26% -356 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,951 shares; 2025Q1: 52,659 shares; 2025Q2: 51,103 shares; 2025Q3: 51,247 shares; 2025Q4: 50,417 shares; 2026Q1: 43,487 shares; 2026Q2: 32,532 shares 32,532 $2.16M 0.26% -10,955 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,067 shares; 2026Q2: 103,915 shares 103,915 $2.15M 0.25% +3,848 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,479 shares; 2025Q1: 5,877 shares; 2025Q2: 6,130 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,938 shares; 2026Q2: 6,212 shares 6,212 $2.14M 0.25% +274 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,020 shares; 2025Q1: 23,490 shares; 2025Q2: 26,648 shares; 2025Q3: 16,878 shares; 2025Q4: 15,689 shares; 2026Q1: 15,171 shares; 2026Q2: 20,891 shares 20,891 $2.11M 0.25% +5,720 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: not loaded; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,025 shares; 2025Q3: 1,995 shares; 2025Q4: 1,948 shares; 2026Q1: 1,943 shares; 2026Q2: 1,943 shares 1,943 $2.07M 0.25% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,649 shares; 2025Q1: 26,577 shares; 2025Q2: 26,623 shares; 2025Q3: 26,968 shares; 2025Q4: 26,350 shares; 2026Q1: 24,004 shares; 2026Q2: 21,573 shares 21,573 $2.05M 0.24% -2,431 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,006 shares; 2026Q1: 9,527 shares; 2026Q2: 9,750 shares 9,750 $2.04M 0.24% +223 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,216 shares; 2026Q2: 35,491 shares 35,491 $2.02M 0.24% -17,725 Timeline PSCI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,002 shares; 2026Q2: 10,712 shares 10,712 $1.99M 0.24% +710 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,333 shares; 2026Q2: 7,303 shares 7,303 $1.99M 0.24% -30 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,013 shares; 2025Q1: 10,214 shares; 2025Q2: 10,274 shares; 2025Q3: 11,107 shares; 2025Q4: 7,452 shares; 2026Q1: 8,501 shares; 2026Q2: 8,514 shares 8,514 $1.96M 0.23% +13 Timeline VTWO 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,521 shares; 2025Q3: 7,826 shares; 2025Q4: 9,018 shares; 2026Q1: 10,613 shares; 2026Q2: 15,824 shares 15,824 $1.92M 0.23% +5,211 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: not loaded; 2024Q4: not reported; 2025Q1: 25,387 shares; 2025Q2: 25,402 shares; 2025Q3: 25,734 shares; 2025Q4: 13,655 shares; 2026Q1: 30,458 shares; 2026Q2: 32,108 shares 32,108 $1.86M 0.22% +1,650 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,642 shares 15,642 $1.84M 0.22% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,578 shares; 2025Q1: 19,578 shares; 2025Q2: 19,542 shares; 2025Q3: 19,812 shares; 2025Q4: 19,746 shares; 2026Q1: 21,118 shares; 2026Q2: 23,163 shares 23,163 $1.81M 0.21% +2,045 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 loaded; 2024Q4: 2,692 shares; 2025Q1: 2,746 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares; 2025Q4: 11,204 shares; 2026Q1: 3,346 shares; 2026Q2: 20,359 shares 20,359 $1.75M 0.21% +17,013 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,728 shares; 2025Q1: 27,019 shares; 2025Q2: 27,627 shares; 2025Q3: 28,092 shares; 2025Q4: 26,920 shares; 2026Q1: 15,357 shares; 2026Q2: 15,574 shares 15,574 $1.73M 0.21% +217 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: not loaded; 2024Q4: 5,594 shares; 2025Q1: 4,920 shares; 2025Q2: 4,890 shares; 2025Q3: 4,408 shares; 2025Q4: 4,021 shares; 2026Q1: 3,819 shares; 2026Q2: 4,569 shares 4,569 $1.69M 0.2% +750 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: not loaded; 2024Q4: 20,277 shares; 2025Q1: 15,831 shares; 2025Q2: 10,222 shares; 2025Q3: 10,067 shares; 2025Q4: 10,056 shares; 2026Q1: 8,975 shares; 2026Q2: 9,053 shares 9,053 $1.64M 0.19% +78 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,720 shares; 2025Q1: 7,740 shares; 2025Q2: 8,435 shares; 2025Q3: 8,648 shares; 2025Q4: 8,163 shares; 2026Q1: 10,323 shares; 2026Q2: 10,011 shares 10,011 $1.64M 0.19% -312 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,626 shares; 2026Q2: 17,393 shares 17,393 $1.61M 0.19% -5,233 Timeline PSCD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,837 shares; 2026Q2: 12,963 shares 12,963 $1.53M 0.18% +1,126 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: not loaded; 2024Q4: 2,515 shares; 2025Q1: 2,575 shares; 2025Q2: 2,609 shares; 2025Q3: 2,669 shares; 2025Q4: 2,700 shares; 2026Q1: 2,972 shares; 2026Q2: 3,010 shares 3,010 $1.53M 0.18% +38 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,824 shares; 2025Q2: 10,411 shares; 2025Q3: 11,567 shares; 2025Q4: 14,140 shares; 2026Q1: 15,432 shares; 2026Q2: 16,336 shares 16,336 $1.53M 0.18% +904 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,354 shares 46,354 $1.47M 0.17% new Timeline PSCH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,229 shares; 2026Q2: 27,403 shares 27,403 $1.44M 0.17% +174 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,181 shares; 2025Q1: 16,627 shares; 2025Q2: 18,622 shares; 2025Q3: 18,560 shares; 2025Q4: 8,509 shares; 2026Q1: 18,191 shares; 2026Q2: 19,690 shares 19,690 $1.41M 0.17% +1,499 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,589 shares; 2025Q1: 13,698 shares; 2025Q2: 13,916 shares; 2025Q3: 14,096 shares; 2025Q4: 14,059 shares; 2026Q1: 19,046 shares; 2026Q2: 10,555 shares 10,555 $1.37M 0.16% -8,491 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: not loaded; 2024Q4: 1,986 shares; 2025Q1: 1,850 shares; 2025Q2: 1,702 shares; 2025Q3: 1,658 shares; 2025Q4: 1,649 shares; 2026Q1: 1,478 shares; 2026Q2: 1,775 shares 1,775 $1.33M 0.16% +297 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 loaded; 2024Q4: 1,154 shares; 2025Q1: 1,175 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,767 shares; 2026Q1: 1,744 shares; 2026Q2: 2,054 shares 2,054 $1.3M 0.15% +310 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: not loaded; 2024Q4: 6,074 shares; 2025Q1: 5,398 shares; 2025Q2: 5,220 shares; 2025Q3: 4,662 shares; 2025Q4: 28,494 shares; 2026Q1: 5,129 shares; 2026Q2: 5,113 shares 5,113 $1.21M 0.14% -16 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 loaded; 2024Q4: 13,303 shares; 2025Q1: 11,857 shares; 2025Q2: 11,865 shares; 2025Q3: 11,959 shares; 2025Q4: 11,959 shares; 2026Q1: 11,971 shares; 2026Q2: 8,137 shares 8,137 $1.14M 0.13% -3,834 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,128 shares; 2025Q1: 3,969 shares; 2025Q2: 3,781 shares; 2025Q3: 3,695 shares; 2025Q4: 1,608 shares; 2026Q1: 2,957 shares; 2026Q2: 3,049 shares 3,049 $1.11M 0.13% +92 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 loaded; 2024Q4: 3,209 shares; 2025Q1: 3,123 shares; 2025Q2: 12,643 shares; 2025Q3: 12,936 shares; 2025Q4: 14,012 shares; 2026Q1: 3,675 shares; 2026Q2: 3,678 shares 3,678 $1.03M 0.12% +3 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,792 shares; 2025Q1: 6,267 shares; 2025Q2: 6,284 shares; 2025Q3: 6,285 shares; 2025Q4: 6,386 shares; 2026Q1: 6,387 shares; 2026Q2: 6,288 shares 6,288 $1.02M 0.12% -99 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,475 shares; 2025Q1: 1,365 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,320 shares; 2026Q2: 1,320 shares 1,320 $972K 0.12% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,390 shares; 2025Q1: 25,813 shares; 2025Q2: 7,657 shares; 2025Q3: 7,686 shares; 2025Q4: 7,351 shares; 2026Q1: 7,351 shares; 2026Q2: 7,336 shares 7,336 $958K 0.11% -15 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: not loaded; 2024Q4: 1,794 shares; 2025Q1: 1,794 shares; 2025Q2: 1,794 shares; 2025Q3: 2,308 shares; 2025Q4: 2,123 shares; 2026Q1: 2,123 shares; 2026Q2: 7,652 shares 7,652 $950K 0.11% +5,529 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,664 shares; 2025Q1: 10,138 shares; 2025Q2: 9,650 shares; 2025Q3: 9,612 shares; 2025Q4: 9,562 shares; 2026Q1: 9,542 shares; 2026Q2: 9,602 shares 9,602 $897K 0.11% +60 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,376 shares 5,376 $889K 0.11% new Timeline SPTI 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 loaded; 2024Q4: 29,802 shares; 2025Q1: 29,802 shares; 2025Q2: 29,802 shares; 2025Q3: 29,802 shares; 2025Q4: 29,802 shares; 2026Q1: 29,802 shares; 2026Q2: 29,802 shares 29,802 $846K 0.1% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,144 shares; 2025Q1: 22,144 shares; 2025Q2: 21,344 shares; 2025Q3: 20,544 shares; 2025Q4: 28,530 shares; 2026Q1: 28,530 shares; 2026Q2: 28,050 shares 28,050 $696K 0.08% -480 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: not loaded; 2024Q4: 1,962 shares; 2025Q1: 1,656 shares; 2025Q2: 1,637 shares; 2025Q3: 1,638 shares; 2025Q4: 1,611 shares; 2026Q1: 1,613 shares; 2026Q2: 1,621 shares 1,621 $682K 0.08% +8 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 loaded; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares; 2026Q1: 2,013 shares; 2026Q2: 2,013 shares 2,013 $665K 0.08% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,923 shares; 2025Q4: 11,999 shares; 2026Q1: 28,644 shares; 2026Q2: 20,616 shares 20,616 $657K 0.08% -8,028 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 loaded; 2024Q4: 2,376 shares; 2025Q1: 2,376 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 2,376 shares; 2026Q2: 2,479 shares 2,479 $634K 0.08% +103 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,655 shares; 2025Q1: 10,655 shares; 2025Q2: 10,425 shares; 2025Q3: 10,512 shares; 2025Q4: 10,116 shares; 2026Q1: 10,399 shares; 2026Q2: 10,399 shares 10,399 $628K 0.07% 0 Timeline PSCU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,321 shares; 2026Q2: 9,332 shares 9,332 $616K 0.07% +1,011 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 loaded; 2024Q4: 7,452 shares; 2025Q1: 7,452 shares; 2025Q2: 7,452 shares; 2025Q3: 7,452 shares; 2025Q4: 7,419 shares; 2026Q1: 7,365 shares; 2026Q2: 7,265 shares 7,265 $600K 0.07% -100 Timeline PSCE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares; 2026Q2: 10,897 shares 10,897 $599K 0.07% +3,397 Timeline PSCM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,429 shares; 2026Q2: 5,608 shares 5,608 $582K 0.07% +179 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: not loaded; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares; 2026Q2: 1,760 shares 1,760 $551K 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: not loaded; 2024Q4: 21,545 shares; 2025Q1: 22,540 shares; 2025Q2: 23,212 shares; 2025Q3: 3,193 shares; 2025Q4: 4,023 shares; 2026Q1: 4,025 shares; 2026Q2: 4,026 shares 4,026 $550K 0.07% +1 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: not loaded; 2024Q4: 1,576 shares; 2025Q1: 1,460 shares; 2025Q2: 1,453 shares; 2025Q3: 1,327 shares; 2025Q4: 1,311 shares; 2026Q1: 1,754 shares; 2026Q2: 1,806 shares 1,806 $547K 0.06% +52 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: not loaded; 2024Q4: 1,247 shares; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: 1,276 shares; 2025Q4: 1,308 shares; 2026Q1: 1,368 shares; 2026Q2: 1,501 shares 1,501 $530K 0.06% +133 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: not loaded; 2024Q4: 5,479 shares; 2025Q1: 6,284 shares; 2025Q2: 6,603 shares; 2025Q3: 7,676 shares; 2025Q4: 7,940 shares; 2026Q1: 9,305 shares; 2026Q2: 1,482 shares 1,482 $508K 0.06% -7,823 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,683 shares; 2025Q1: 25,683 shares; 2025Q2: 25,435 shares; 2025Q3: 26,000 shares; 2025Q4: 26,002 shares; 2026Q1: 25,252 shares; 2026Q2: 25,254 shares 25,254 $507K 0.06% +2 Timeline VGSH 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: not loaded; 2024Q4: 210,433 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $495K 0.06% 0 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: not loaded; 2024Q4: 2,537 shares; 2025Q1: 2,384 shares; 2025Q2: 2,384 shares; 2025Q3: 2,418 shares; 2025Q4: 2,444 shares; 2026Q1: 2,444 shares; 2026Q2: 2,544 shares 2,544 $483K 0.06% +100 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,221 shares; 2026Q2: 2,214 shares 2,214 $482K 0.06% -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: not loaded; 2024Q4: 507 shares; 2025Q1: 503 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 492 shares; 2026Q2: 3,928 shares 3,928 $469K 0.06% +3,436 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,397 shares; 2025Q4: 9,897 shares; 2026Q1: 9,497 shares; 2026Q2: 9,397 shares 9,397 $437K 0.05% -100 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,120 shares 15,120 $432K 0.05% new 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 loaded; 2024Q4: 1,396 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $410K 0.05% 0 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: not loaded; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares; 2026Q2: 814 shares 814 $400K 0.05% 0 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: not loaded; 2024Q4: 3,789 shares; 2025Q1: 3,691 shares; 2025Q2: 4,388 shares; 2025Q3: 4,169 shares; 2025Q4: 4,510 shares; 2026Q1: 4,443 shares; 2026Q2: 4,470 shares 4,470 $382K 0.05% +27 Timeline VDE 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: not loaded; 2024Q4: 2,327 shares; 2025Q1: 2,292 shares; 2025Q2: 2,426 shares; 2025Q3: 2,427 shares; 2025Q4: 2,428 shares; 2026Q1: 2,416 shares; 2026Q2: 2,417 shares 2,417 $363K 0.04% +1 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,710 shares 10,710 $357K 0.04% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,065 shares; 2025Q1: 7,065 shares; 2025Q2: 26,456 shares; 2025Q3: 27,399 shares; 2025Q4: 17,915 shares; 2026Q1: 7,120 shares; 2026Q2: 7,120 shares 7,120 $341K 0.04% 0 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: not loaded; 2024Q4: 70,567 shares; 2025Q1: 70,572 shares; 2025Q2: 23,802 shares; 2025Q3: 26,461 shares; 2025Q4: 28,803 shares; 2026Q1: 30,757 shares; 2026Q2: 4,725 shares 4,725 $337K 0.04% -26,032 Timeline VOOG 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: not loaded; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 4,032 shares 4,032 $333K 0.04% +3,360 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,671 shares; 2025Q1: 3,671 shares; 2025Q2: 3,671 shares; 2025Q3: 3,671 shares; 2025Q4: 3,671 shares; 2026Q1: 3,671 shares; 2026Q2: 3,671 shares 3,671 $330K 0.04% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,575 shares 1,575 $318K 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,699 shares; 2025Q3: 2,713 shares; 2025Q4: 2,678 shares; 2026Q1: 2,762 shares; 2026Q2: 2,762 shares 2,762 $315K 0.04% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,396 shares 1,396 $309K 0.04% new 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: not loaded; 2024Q4: 998 shares; 2025Q1: 981 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,036 shares; 2026Q1: 1,032 shares; 2026Q2: 1,030 shares 1,030 $308K 0.04% -2 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,364 shares 1,364 $305K 0.04% new Timeline PSK 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 loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $305K 0.04% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $305K 0.04% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,015 shares; 2025Q1: 1,017 shares; 2025Q2: 1,020 shares; 2025Q3: 1,022 shares; 2025Q4: 1,025 shares; 2026Q1: 1,029 shares; 2026Q2: 1,034 shares 1,034 $303K 0.04% +5 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: not loaded; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,172 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 1,239 shares; 2026Q2: 1,239 shares 1,239 $300K 0.04% 0 Timeline PSCC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,078 shares; 2026Q2: 8,353 shares 8,353 $295K 0.03% +1,275 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: 2,521 shares; 2025Q4: 2,521 shares; 2026Q1: 2,521 shares; 2026Q2: 2,521 shares 2,521 $290K 0.03% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,783 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,683 shares; 2026Q2: 1,717 shares 1,717 $289K 0.03% +34 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 loaded; 2024Q4: 11,639 shares; 2025Q1: 12,228 shares; 2025Q2: 10,273 shares; 2025Q3: 8,235 shares; 2025Q4: 6,158 shares; 2026Q1: 2,881 shares; 2026Q2: 2,889 shares 2,889 $286K 0.03% +8 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: not loaded; 2024Q4: 1,008 shares; 2025Q1: 1,010 shares; 2025Q2: 1,012 shares; 2025Q3: 1,014 shares; 2025Q4: 1,016 shares; 2026Q1: 1,241 shares; 2026Q2: 810 shares 810 $286K 0.03% -431 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: not loaded; 2024Q4: 1,947 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 772 shares; 2026Q1: 747 shares; 2026Q2: 747 shares 747 $275K 0.03% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 15,500 shares; 2026Q1: 15,500 shares; 2026Q2: 15,500 shares 15,500 $269K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,121 shares; 2026Q1: 2,121 shares; 2026Q2: 2,121 shares 2,121 $268K 0.03% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $260K 0.03% 0 Timeline IVOG 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $256K 0.03% 0 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,515 shares; 2026Q2: 3,515 shares 3,515 $254K 0.03% 0 Timeline VIOG 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,648 shares; 2025Q4: not reported; 2026Q1: 1,648 shares; 2026Q2: 1,648 shares 1,648 $253K 0.03% 0 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: not loaded; 2024Q4: 24,115 shares; 2025Q1: 23,324 shares; 2025Q2: 23,005 shares; 2025Q3: 22,550 shares; 2025Q4: 21,068 shares; 2026Q1: 2,729 shares; 2026Q2: 2,729 shares 2,729 $250K 0.03% 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: not loaded; 2024Q4: 4,824 shares; 2025Q1: 4,818 shares; 2025Q2: 4,809 shares; 2025Q3: 4,810 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,417 shares 2,417 $250K 0.03% new Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 8,000 shares; 2026Q2: 6,000 shares 6,000 $246K 0.03% -2,000 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,166 shares; 2026Q2: 5,166 shares 5,166 $246K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,340 shares; 2025Q1: 2,340 shares; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,298 shares; 2026Q1: 2,298 shares; 2026Q2: 2,298 shares 2,298 $239K 0.03% 0 Timeline VFH 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: not loaded; 2024Q4: 1,793 shares; 2025Q1: 1,767 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,828 shares; 2026Q2: 1,815 shares 1,815 $239K 0.03% -13 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,201 shares 3,201 $224K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 292 shares 292 $211K 0.03% new Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,400 shares; 2025Q1: 33,400 shares; 2025Q2: 33,400 shares; 2025Q3: 33,400 shares; 2025Q4: 33,400 shares; 2026Q1: 41,302 shares; 2026Q2: 30,302 shares 30,302 $9.91K <0.01% -11,000 Timeline