AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,079 shares; 2024Q4: 37,634 shares; 2025Q1: 37,361 shares; 2025Q2: 37,273 shares; 2025Q3: 37,330 shares; 2025Q4: 37,249 shares; 2026Q1: 37,044 shares; 2026Q2: 36,829 shares 36,829 $10.7M 6.12% -215 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: 126,801 shares; 2024Q4: 115,300 shares; 2025Q1: 125,646 shares; 2025Q2: 126,360 shares; 2025Q3: 126,742 shares; 2025Q4: 126,873 shares; 2026Q1: 126,981 shares; 2026Q2: 120,513 shares 120,513 $6.87M 3.94% -6,468 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: 74,439 shares; 2024Q4: 74,434 shares; 2025Q1: 74,409 shares; 2025Q2: 74,334 shares; 2025Q3: 74,375 shares; 2025Q4: 74,355 shares; 2026Q1: 74,291 shares; 2026Q2: 74,866 shares 74,866 $6.79M 3.9% +575 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: 26,481 shares; 2024Q4: 26,483 shares; 2025Q1: 26,484 shares; 2025Q2: 26,485 shares; 2025Q3: 26,515 shares; 2025Q4: 26,510 shares; 2026Q1: 26,535 shares; 2026Q2: 26,600 shares 26,600 $6.69M 3.84% +65 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: 24,060 shares; 2024Q4: 24,009 shares; 2025Q1: 23,929 shares; 2025Q2: 23,917 shares; 2025Q3: 23,920 shares; 2025Q4: 23,699 shares; 2026Q1: 23,625 shares; 2026Q2: 19,568 shares 19,568 $6.41M 3.68% -4,057 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: 47,789 shares; 2024Q4: 47,690 shares; 2025Q1: 47,692 shares; 2025Q2: 48,119 shares; 2025Q3: 48,133 shares; 2025Q4: 48,055 shares; 2026Q1: 48,057 shares; 2026Q2: 48,210 shares 48,210 $6.19M 3.56% +153 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: 14,742 shares; 2024Q4: 14,828 shares; 2025Q1: 14,578 shares; 2025Q2: 14,709 shares; 2025Q3: 14,839 shares; 2025Q4: 14,689 shares; 2026Q1: 14,574 shares; 2026Q2: 14,589 shares 14,589 $5.15M 2.96% +15 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: 10,478 shares; 2024Q4: 10,448 shares; 2025Q1: 10,374 shares; 2025Q2: 10,451 shares; 2025Q3: 10,444 shares; 2025Q4: 10,281 shares; 2026Q1: 10,296 shares; 2026Q2: 10,435 shares 10,435 $3.89M 2.24% +139 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: 3,759 shares; 2024Q4: 3,744 shares; 2025Q1: 3,739 shares; 2025Q2: 3,789 shares; 2025Q3: 3,789 shares; 2025Q4: 3,692 shares; 2026Q1: 3,629 shares; 2026Q2: 3,622 shares 3,622 $3.86M 2.22% -7 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: 2,984 shares; 2024Q4: 2,986 shares; 2025Q1: 2,986 shares; 2025Q2: 2,957 shares; 2025Q3: 2,970 shares; 2025Q4: 2,980 shares; 2026Q1: 2,985 shares; 2026Q2: 3,027 shares 3,027 $3.63M 2.09% +42 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: 66,721 shares; 2024Q4: 35,610 shares; 2025Q1: 35,338 shares; 2025Q2: 34,793 shares; 2025Q3: 34,798 shares; 2025Q4: 34,709 shares; 2026Q1: 34,541 shares; 2026Q2: 34,220 shares 34,220 $3.54M 2.03% -321 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: 11,836 shares; 2024Q4: 11,873 shares; 2025Q1: 11,908 shares; 2025Q2: 12,151 shares; 2025Q3: 12,301 shares; 2025Q4: 12,531 shares; 2026Q1: 12,511 shares; 2026Q2: 12,571 shares 12,571 $3M 1.72% +60 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: 47,378 shares; 2024Q4: 78,318 shares; 2025Q1: 114,818 shares; 2025Q2: 135,932 shares; 2025Q3: 136,810 shares; 2025Q4: 116,318 shares; 2026Q1: 116,326 shares; 2026Q2: 123,314 shares 123,314 $2.97M 1.71% +6,988 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: 3,930 shares; 2024Q4: 3,931 shares; 2025Q1: 3,931 shares; 2025Q2: 3,917 shares; 2025Q3: 3,927 shares; 2025Q4: 3,905 shares; 2026Q1: 3,895 shares; 2026Q2: 3,885 shares 3,885 $2.86M 1.64% -10 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: 7,015 shares; 2024Q4: 7,015 shares; 2025Q1: 7,015 shares; 2025Q2: 7,048 shares; 2025Q3: 7,048 shares; 2025Q4: 7,064 shares; 2026Q1: 7,059 shares; 2026Q2: 7,079 shares 7,079 $2.43M 1.39% +20 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: 2,620 shares; 2024Q4: 2,614 shares; 2025Q1: 2,563 shares; 2025Q2: 2,593 shares; 2025Q3: 2,591 shares; 2025Q4: 2,580 shares; 2026Q1: 2,578 shares; 2026Q2: 2,571 shares 2,571 $2.41M 1.38% -7 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: 8,987 shares; 2024Q4: 9,043 shares; 2025Q1: 9,044 shares; 2025Q2: 9,146 shares; 2025Q3: 9,150 shares; 2025Q4: 9,034 shares; 2026Q1: 9,038 shares; 2026Q2: 9,126 shares 9,126 $2.32M 1.33% +88 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: 2,698 shares; 2024Q4: 2,783 shares; 2025Q1: 2,783 shares; 2025Q2: 2,953 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares; 2026Q1: 3,005 shares; 2026Q2: 3,005 shares 3,005 $2.17M 1.25% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,484 shares; 2024Q4: 9,411 shares; 2025Q1: 9,228 shares; 2025Q2: 9,216 shares; 2025Q3: 9,247 shares; 2025Q4: 9,242 shares; 2026Q1: 9,238 shares; 2026Q2: 9,288 shares 9,288 $2.07M 1.19% +50 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: 3,462 shares; 2024Q4: 3,492 shares; 2025Q1: 3,492 shares; 2025Q2: 3,492 shares; 2025Q3: 3,477 shares; 2025Q4: 3,501 shares; 2026Q1: 3,509 shares; 2026Q2: 3,535 shares 3,535 $1.77M 1.02% +26 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: 4,599 shares; 2024Q4: 4,594 shares; 2025Q1: 4,670 shares; 2025Q2: 4,866 shares; 2025Q3: 4,821 shares; 2025Q4: 4,450 shares; 2026Q1: 4,451 shares; 2026Q2: 4,448 shares 4,448 $1.68M 0.96% -3 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: 31,514 shares; 2024Q4: 31,827 shares; 2025Q1: 32,205 shares; 2025Q2: 34,149 shares; 2025Q3: 34,352 shares; 2025Q4: 34,439 shares; 2026Q1: 34,582 shares; 2026Q2: 34,884 shares 34,884 $1.66M 0.95% +302 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: 13,765 shares; 2024Q4: 13,740 shares; 2025Q1: 13,610 shares; 2025Q2: 12,856 shares; 2025Q3: 12,897 shares; 2025Q4: 12,719 shares; 2026Q1: 12,745 shares; 2026Q2: 13,042 shares 13,042 $1.53M 0.88% +297 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: 3,435 shares; 2024Q4: 3,477 shares; 2025Q1: 3,477 shares; 2025Q2: 3,497 shares; 2025Q3: 3,512 shares; 2025Q4: 3,512 shares; 2026Q1: 3,527 shares; 2026Q2: 3,600 shares 3,600 $1.53M 0.88% +73 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: 5,235 shares; 2024Q4: 5,255 shares; 2025Q1: 5,347 shares; 2025Q2: 5,392 shares; 2025Q3: 5,466 shares; 2025Q4: 5,527 shares; 2026Q1: 5,532 shares; 2026Q2: 5,598 shares 5,598 $1.52M 0.87% +66 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: 1,496 shares; 2024Q4: 1,492 shares; 2025Q1: 1,438 shares; 2025Q2: 1,502 shares; 2025Q3: 1,497 shares; 2025Q4: 1,466 shares; 2026Q1: 1,460 shares; 2026Q2: 1,455 shares 1,455 $1.47M 0.85% -5 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: 2,025 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,963 shares; 2025Q3: 1,963 shares; 2025Q4: 1,938 shares; 2026Q1: 1,908 shares; 2026Q2: 1,899 shares 1,899 $1.42M 0.81% -9 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: 1,969 shares; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 2,061 shares; 2025Q3: 2,041 shares; 2025Q4: 1,997 shares; 2026Q1: 1,975 shares; 2026Q2: 1,976 shares 1,976 $1.41M 0.81% +1 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: 2,090 shares; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 2,141 shares; 2025Q3: 2,151 shares; 2025Q4: 2,213 shares; 2026Q1: 2,213 shares; 2026Q2: 2,213 shares 2,213 $1.4M 0.81% 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: 7,672 shares; 2024Q4: 7,673 shares; 2025Q1: 7,675 shares; 2025Q2: 7,666 shares; 2025Q3: 7,666 shares; 2025Q4: 7,398 shares; 2026Q1: 7,348 shares; 2026Q2: 7,264 shares 7,264 $1.38M 0.79% -84 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: 4,049 shares; 2024Q4: 4,049 shares; 2025Q1: 4,049 shares; 2025Q2: 4,059 shares; 2025Q3: 4,084 shares; 2025Q4: 3,936 shares; 2026Q1: 3,788 shares; 2026Q2: 3,709 shares 3,709 $1.33M 0.76% -79 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: 3,510 shares; 2024Q4: 3,526 shares; 2025Q1: 3,526 shares; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares; 2025Q4: 3,558 shares; 2026Q1: 3,539 shares; 2026Q2: 3,694 shares 3,694 $1.3M 0.75% +155 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: 13,219 shares; 2024Q4: 13,219 shares; 2025Q1: 13,220 shares; 2025Q2: 13,330 shares; 2025Q3: 13,406 shares; 2025Q4: 13,476 shares; 2026Q1: 13,527 shares; 2026Q2: 14,088 shares 14,088 $1.3M 0.75% +561 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,144 shares; 2024Q4: 1,125 shares; 2025Q1: 1,110 shares; 2025Q2: 1,141 shares; 2025Q3: 1,130 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares; 2026Q2: 1,093 shares 1,093 $1.24M 0.71% -15 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: 1,047 shares; 2024Q4: 1,047 shares; 2025Q1: 1,082 shares; 2025Q2: 1,178 shares; 2025Q3: 1,197 shares; 2025Q4: 1,229 shares; 2026Q1: 1,236 shares; 2026Q2: 10,188 shares 10,188 $1.22M 0.7% +8,952 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: 4,597 shares; 2024Q4: 4,687 shares; 2025Q1: 4,687 shares; 2025Q2: 4,637 shares; 2025Q3: 4,687 shares; 2025Q4: 4,663 shares; 2026Q1: 4,608 shares; 2026Q2: 4,608 shares 4,608 $1.2M 0.69% 0 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: 10,948 shares; 2024Q4: 10,948 shares; 2025Q1: 10,748 shares; 2025Q2: 10,749 shares; 2025Q3: 10,820 shares; 2025Q4: 10,520 shares; 2026Q1: 10,001 shares; 2026Q2: 10,002 shares 10,002 $1.13M 0.65% +1 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: 6,812 shares; 2024Q4: 6,694 shares; 2025Q1: 5,154 shares; 2025Q2: 5,142 shares; 2025Q3: 5,143 shares; 2025Q4: 7,990 shares; 2026Q1: 5,608 shares; 2026Q2: 5,403 shares 5,403 $1.08M 0.62% -205 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: 11,315 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,695 shares; 2025Q4: 7,695 shares; 2026Q1: 7,695 shares; 2026Q2: 7,695 shares 7,695 $1.07M 0.62% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,578 shares; 2024Q4: 8,578 shares; 2025Q1: 8,578 shares; 2025Q2: 8,698 shares; 2025Q3: 9,068 shares; 2025Q4: 9,183 shares; 2026Q1: 9,183 shares; 2026Q2: 8,983 shares 8,983 $1.06M 0.61% -200 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: 3,782 shares; 2024Q4: 3,837 shares; 2025Q1: 3,982 shares; 2025Q2: 4,101 shares; 2025Q3: 4,236 shares; 2025Q4: 4,313 shares; 2026Q1: 4,349 shares; 2026Q2: 4,455 shares 4,455 $1.05M 0.61% +106 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: 6,868 shares; 2024Q4: 6,869 shares; 2025Q1: 6,770 shares; 2025Q2: 7,126 shares; 2025Q3: 7,238 shares; 2025Q4: 7,365 shares; 2026Q1: 7,492 shares; 2026Q2: 7,193 shares 7,193 $983K 0.56% -299 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: 3,862 shares; 2024Q4: 3,554 shares; 2025Q1: 3,654 shares; 2025Q2: 3,991 shares; 2025Q3: 4,041 shares; 2025Q4: 4,340 shares; 2026Q1: 4,431 shares; 2026Q2: 4,531 shares 4,531 $981K 0.56% +100 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: 7,315 shares; 2024Q4: 7,265 shares; 2025Q1: 7,268 shares; 2025Q2: 7,401 shares; 2025Q3: 7,398 shares; 2025Q4: 7,279 shares; 2026Q1: 7,226 shares; 2026Q2: 7,228 shares 7,228 $979K 0.56% +2 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: 3,468 shares; 2024Q4: 3,468 shares; 2025Q1: 3,490 shares; 2025Q2: 3,491 shares; 2025Q3: 3,484 shares; 2025Q4: 3,469 shares; 2026Q1: 3,439 shares; 2026Q2: 3,514 shares 3,514 $950K 0.55% +75 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: 2,941 shares; 2024Q4: 2,952 shares; 2025Q1: 3,013 shares; 2025Q2: 3,385 shares; 2025Q3: 3,532 shares; 2025Q4: 3,680 shares; 2026Q1: 3,681 shares; 2026Q2: 3,781 shares 3,781 $931K 0.53% +100 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: 3,001 shares; 2024Q4: 3,001 shares; 2025Q1: 3,001 shares; 2025Q2: 2,976 shares; 2025Q3: 2,946 shares; 2025Q4: 2,931 shares; 2026Q1: 2,906 shares; 2026Q2: 2,907 shares 2,907 $910K 0.52% +1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,122 shares; 2024Q4: 5,162 shares; 2025Q1: 5,147 shares; 2025Q2: 5,298 shares; 2025Q3: 5,373 shares; 2025Q4: 5,409 shares; 2026Q1: 5,409 shares; 2026Q2: 5,590 shares 5,590 $905K 0.52% +181 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: 1,476 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,541 shares; 2025Q3: 1,550 shares; 2025Q4: 1,552 shares; 2026Q1: 1,560 shares; 2026Q2: 1,594 shares 1,594 $898K 0.52% +34 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 337 shares; 2025Q4: 1,307 shares; 2026Q1: 1,293 shares; 2026Q2: 1,293 shares 1,293 $888K 0.51% 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: 2,087 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,040 shares; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares; 2026Q2: 2,072 shares 2,072 $861K 0.49% +65 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,385 shares; 2024Q4: 3,385 shares; 2025Q1: 3,386 shares; 2025Q2: 3,387 shares; 2025Q3: 3,447 shares; 2025Q4: 3,472 shares; 2026Q1: 3,447 shares; 2026Q2: 3,522 shares 3,522 $838K 0.48% +75 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: 5,561 shares; 2024Q4: 5,592 shares; 2025Q1: 5,593 shares; 2025Q2: 5,652 shares; 2025Q3: 5,653 shares; 2025Q4: 5,653 shares; 2026Q1: 5,603 shares; 2026Q2: 5,604 shares 5,604 $822K 0.47% +1 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: 1,836 shares; 2024Q4: 1,836 shares; 2025Q1: 1,738 shares; 2025Q2: 1,802 shares; 2025Q3: 1,847 shares; 2025Q4: 1,812 shares; 2026Q1: 1,933 shares; 2026Q2: 1,933 shares 1,933 $813K 0.47% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares; 2026Q2: 1,085 shares 1,085 $813K 0.47% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,508 shares; 2024Q4: 4,508 shares; 2025Q1: 4,508 shares; 2025Q2: 4,508 shares; 2025Q3: 4,508 shares; 2025Q4: 4,453 shares; 2026Q1: 4,453 shares; 2026Q2: 4,453 shares 4,453 $787K 0.45% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: 2,099 shares; 2025Q1: 2,119 shares; 2025Q2: 2,174 shares; 2025Q3: 2,234 shares; 2025Q4: 2,247 shares; 2026Q1: 2,247 shares; 2026Q2: 2,308 shares 2,308 $786K 0.45% +61 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,875 shares; 2024Q4: 15,100 shares; 2025Q1: 15,745 shares; 2025Q2: 18,535 shares; 2025Q3: 20,634 shares; 2025Q4: 22,747 shares; 2026Q1: 23,356 shares; 2026Q2: 24,515 shares 24,515 $777K 0.45% +1,159 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: 5,275 shares; 2024Q4: 5,251 shares; 2025Q1: 5,253 shares; 2025Q2: 5,254 shares; 2025Q3: 5,255 shares; 2025Q4: 5,350 shares; 2026Q1: 5,426 shares; 2026Q2: 5,391 shares 5,391 $772K 0.44% -35 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,194 shares; 2024Q4: 2,205 shares; 2025Q1: 2,218 shares; 2025Q2: 2,238 shares; 2025Q3: 2,258 shares; 2025Q4: 2,253 shares; 2026Q1: 2,269 shares; 2026Q2: 2,409 shares 2,409 $758K 0.44% +140 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: 8,979 shares; 2024Q4: 8,986 shares; 2025Q1: 8,986 shares; 2025Q2: 8,894 shares; 2025Q3: 8,994 shares; 2025Q4: 9,160 shares; 2026Q1: 9,160 shares; 2026Q2: 9,241 shares 9,241 $751K 0.43% +81 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: 4,893 shares; 2024Q4: 4,894 shares; 2025Q1: 4,929 shares; 2025Q2: 4,930 shares; 2025Q3: 4,931 shares; 2025Q4: 4,851 shares; 2026Q1: 4,799 shares; 2026Q2: 4,835 shares 4,835 $709K 0.41% +36 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: 2,309 shares; 2024Q4: 2,314 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,335 shares; 2025Q4: 2,276 shares; 2026Q1: 2,257 shares; 2026Q2: 2,422 shares 2,422 $681K 0.39% +165 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,362 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares 1,347 $667K 0.38% 0 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: 7,212 shares; 2024Q4: 7,237 shares; 2025Q1: 7,237 shares; 2025Q2: 7,347 shares; 2025Q3: 7,108 shares; 2025Q4: 6,993 shares; 2026Q1: 6,984 shares; 2026Q2: 6,909 shares 6,909 $665K 0.38% -75 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,974 shares; 2024Q4: 1,974 shares; 2025Q1: 1,995 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,001 shares; 2026Q1: 2,016 shares; 2026Q2: 1,997 shares 1,997 $659K 0.38% -19 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,167 shares; 2024Q4: 1,179 shares; 2025Q1: 1,192 shares; 2025Q2: 1,215 shares; 2025Q3: 1,242 shares; 2025Q4: 1,254 shares; 2026Q1: 1,245 shares; 2026Q2: 1,285 shares 1,285 $655K 0.38% +40 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: 3,426 shares; 2024Q4: 3,428 shares; 2025Q1: 3,500 shares; 2025Q2: 3,635 shares; 2025Q3: 3,742 shares; 2025Q4: 3,989 shares; 2026Q1: 3,990 shares; 2026Q2: 3,942 shares 3,942 $653K 0.38% -48 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: 3,248 shares; 2024Q4: 3,224 shares; 2025Q1: 3,326 shares; 2025Q2: 3,326 shares; 2025Q3: 3,357 shares; 2025Q4: 3,383 shares; 2026Q1: 3,384 shares; 2026Q2: 3,385 shares 3,385 $625K 0.36% +1 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: 2,263 shares; 2024Q4: 2,334 shares; 2025Q1: 2,335 shares; 2025Q2: 2,295 shares; 2025Q3: 2,296 shares; 2025Q4: 2,297 shares; 2026Q1: 2,267 shares; 2026Q2: 2,247 shares 2,247 $608K 0.35% -20 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: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,223 shares; 2026Q1: 1,223 shares; 2026Q2: 4,892 shares 4,892 $607K 0.35% +3,669 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,328 shares; 2024Q4: 13,659 shares; 2025Q1: 13,660 shares; 2025Q2: 13,107 shares; 2025Q3: 14,103 shares; 2025Q4: 15,265 shares; 2026Q1: 15,591 shares; 2026Q2: 16,643 shares 16,643 $601K 0.35% +1,052 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: 1,044 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,077 shares; 2025Q3: 1,091 shares; 2025Q4: 1,107 shares; 2026Q1: 1,115 shares; 2026Q2: 1,195 shares 1,195 $599K 0.34% +80 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: 1,130 shares; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 1,128 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 1,142 shares; 2026Q2: 1,157 shares 1,157 $594K 0.34% +15 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: 2,640 shares 2,640 $591K 0.34% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,640 shares 2,640 $584K 0.34% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 489 shares 489 $564K 0.32% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,022 shares; 2024Q4: 5,973 shares; 2025Q1: 5,973 shares; 2025Q2: 5,974 shares; 2025Q3: 5,974 shares; 2025Q4: 5,974 shares; 2026Q1: 5,975 shares; 2026Q2: 5,975 shares 5,975 $560K 0.32% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,427 shares; 2024Q4: 5,362 shares; 2025Q1: 5,557 shares; 2025Q2: 6,113 shares; 2025Q3: 6,370 shares; 2025Q4: 6,563 shares; 2026Q1: 6,640 shares; 2026Q2: 6,742 shares 6,742 $557K 0.32% +102 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: 1,464 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,464 shares; 2025Q3: 1,464 shares; 2025Q4: 1,449 shares; 2026Q1: 1,449 shares; 2026Q2: 1,481 shares 1,481 $554K 0.32% +32 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: 6,499 shares; 2024Q4: 6,954 shares; 2025Q1: 6,954 shares; 2025Q2: 7,154 shares; 2025Q3: 7,234 shares; 2025Q4: 7,264 shares; 2026Q1: 7,254 shares; 2026Q2: 6,994 shares 6,994 $547K 0.31% -260 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: 1,321 shares; 2024Q4: 1,403 shares; 2025Q1: 1,423 shares; 2025Q2: 1,440 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares; 2026Q2: 1,511 shares 1,511 $535K 0.31% +51 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,318 shares; 2024Q4: 1,343 shares; 2025Q1: 1,358 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,295 shares; 2026Q1: 1,310 shares; 2026Q2: 1,355 shares 1,355 $524K 0.3% +45 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,564 shares; 2024Q4: 10,872 shares; 2025Q1: 10,873 shares; 2025Q2: 11,399 shares; 2025Q3: 12,000 shares; 2025Q4: 12,731 shares; 2026Q1: 12,957 shares; 2026Q2: 14,057 shares 14,057 $518K 0.3% +1,100 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: 1,082 shares; 2024Q4: 1,086 shares; 2025Q1: 1,036 shares; 2025Q2: 1,241 shares; 2025Q3: 1,339 shares; 2025Q4: 1,385 shares; 2026Q1: 1,400 shares; 2026Q2: 1,515 shares 1,515 $512K 0.29% +115 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,140 shares; 2024Q4: 6,015 shares; 2025Q1: 6,170 shares; 2025Q2: 6,697 shares; 2025Q3: 6,819 shares; 2025Q4: 6,701 shares; 2026Q1: 6,702 shares; 2026Q2: 6,704 shares 6,704 $512K 0.29% +2 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,368 shares; 2024Q4: 2,368 shares; 2025Q1: 2,368 shares; 2025Q2: 2,413 shares; 2025Q3: 2,449 shares; 2025Q4: 2,684 shares; 2026Q1: 2,734 shares; 2026Q2: 3,056 shares 3,056 $509K 0.29% +322 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: 1,735 shares; 2024Q4: 1,736 shares; 2025Q1: 1,737 shares; 2025Q2: 1,738 shares; 2025Q3: 1,739 shares; 2025Q4: 1,739 shares; 2026Q1: 1,694 shares; 2026Q2: 1,694 shares 1,694 $505K 0.29% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,138 shares; 2024Q4: 12,677 shares; 2025Q1: 13,523 shares; 2025Q2: 13,068 shares; 2025Q3: 13,533 shares; 2025Q4: 13,613 shares; 2026Q1: 13,863 shares; 2026Q2: 14,563 shares 14,563 $493K 0.28% +700 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: 1,352 shares; 2024Q4: 1,385 shares; 2025Q1: 1,455 shares; 2025Q2: 1,626 shares; 2025Q3: 1,646 shares; 2025Q4: 1,643 shares; 2026Q1: 1,625 shares; 2026Q2: 1,626 shares 1,626 $493K 0.28% +1 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 890 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 898 shares; 2026Q2: 938 shares 938 $478K 0.27% +40 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,286 shares; 2026Q2: 8,286 shares 8,286 $477K 0.27% 0 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: 5,035 shares; 2024Q4: 5,090 shares; 2025Q1: 5,040 shares; 2025Q2: 4,776 shares; 2025Q3: 4,755 shares; 2025Q4: 4,675 shares; 2026Q1: 4,625 shares; 2026Q2: 4,626 shares 4,626 $473K 0.27% +1 Timeline VGK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,082 shares; 2026Q1: 5,082 shares; 2026Q2: 5,307 shares 5,307 $470K 0.27% +225 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 236 shares; 2026Q2: 236 shares 236 $470K 0.27% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,413 shares; 2026Q2: 1,413 shares 1,413 $469K 0.27% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,952 shares; 2024Q4: 4,932 shares; 2025Q1: 4,933 shares; 2025Q2: 4,819 shares; 2025Q3: 4,866 shares; 2025Q4: 4,336 shares; 2026Q1: 4,337 shares; 2026Q2: 4,338 shares 4,338 $466K 0.27% +1 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,959 shares; 2024Q4: 10,963 shares; 2025Q1: 11,341 shares; 2025Q2: 11,644 shares; 2025Q3: 11,978 shares; 2025Q4: 12,198 shares; 2026Q1: 12,352 shares; 2026Q2: 12,660 shares 12,660 $465K 0.27% +308 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: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 858 shares; 2025Q3: 878 shares; 2025Q4: 858 shares; 2026Q1: 859 shares; 2026Q2: 859 shares 859 $449K 0.26% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,948 shares; 2024Q4: 4,903 shares; 2025Q1: 4,903 shares; 2025Q2: 4,798 shares; 2025Q3: 4,898 shares; 2025Q4: 4,898 shares; 2026Q1: 4,898 shares; 2026Q2: 5,098 shares 5,098 $447K 0.26% +200 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,882 shares; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,880 shares; 2026Q1: 1,889 shares; 2026Q2: 1,989 shares 1,989 $424K 0.24% +100 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,885 shares; 2024Q4: 3,795 shares; 2025Q1: 4,075 shares; 2025Q2: 4,215 shares; 2025Q3: 4,370 shares; 2025Q4: 4,370 shares; 2026Q1: 4,425 shares; 2026Q2: 4,670 shares 4,670 $422K 0.24% +245 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: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,964 shares; 2025Q2: 2,361 shares; 2025Q3: 2,408 shares; 2025Q4: 2,484 shares; 2026Q1: 2,486 shares; 2026Q2: 2,487 shares 2,487 $420K 0.24% +1 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: 991 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 1,037 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares; 2026Q2: 1,158 shares 1,158 $419K 0.24% +50 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: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $418K 0.24% 0 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: 787 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 802 shares; 2026Q1: 802 shares; 2026Q2: 802 shares 802 $416K 0.24% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,388 shares; 2024Q4: 3,388 shares; 2025Q1: 3,388 shares; 2025Q2: 3,443 shares; 2025Q3: 3,444 shares; 2025Q4: 3,414 shares; 2026Q1: 3,414 shares; 2026Q2: 3,414 shares 3,414 $410K 0.24% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,570 shares; 2024Q4: 3,454 shares; 2025Q1: 3,454 shares; 2025Q2: 3,634 shares; 2025Q3: 3,694 shares; 2025Q4: 3,784 shares; 2026Q1: 4,084 shares; 2026Q2: 3,859 shares 3,859 $401K 0.23% -225 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: 13,185 shares; 2024Q4: 13,800 shares; 2025Q1: 10,905 shares; 2025Q2: 11,786 shares; 2025Q3: 12,222 shares; 2025Q4: 12,557 shares; 2026Q1: 12,710 shares; 2026Q2: 13,062 shares 13,062 $398K 0.23% +352 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: 2,352 shares; 2024Q4: 2,637 shares; 2025Q1: 2,637 shares; 2025Q2: 2,703 shares; 2025Q3: 2,824 shares; 2025Q4: 2,994 shares; 2026Q1: 3,040 shares; 2026Q2: 3,371 shares 3,371 $394K 0.23% +331 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,610 shares; 2026Q1: 1,645 shares; 2026Q2: 1,710 shares 1,710 $393K 0.23% +65 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,078 shares; 2024Q4: 9,190 shares; 2025Q1: 9,323 shares; 2025Q2: 9,378 shares; 2025Q3: 9,548 shares; 2025Q4: 9,019 shares; 2026Q1: 9,033 shares; 2026Q2: 9,047 shares 9,047 $383K 0.22% +14 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,711 shares; 2024Q4: 2,722 shares; 2025Q1: 2,682 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,742 shares; 2026Q1: 2,782 shares; 2026Q2: 3,022 shares 3,022 $381K 0.22% +240 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $376K 0.22% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,965 shares; 2024Q4: 3,895 shares; 2025Q1: 3,951 shares; 2025Q2: 4,054 shares; 2025Q3: 4,241 shares; 2025Q4: 4,229 shares; 2026Q1: 4,232 shares; 2026Q2: 4,234 shares 4,234 $368K 0.21% +2 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,405 shares 1,405 $359K 0.21% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,895 shares; 2024Q4: 3,970 shares; 2025Q1: 3,970 shares; 2025Q2: 4,120 shares; 2025Q3: 4,120 shares; 2025Q4: 4,120 shares; 2026Q1: 4,225 shares; 2026Q2: 4,450 shares 4,450 $357K 0.21% +225 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 466 shares 466 $356K 0.2% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,174 shares; 2024Q4: not reported; 2025Q1: 3,854 shares; 2025Q2: 4,066 shares; 2025Q3: 4,263 shares; 2025Q4: 4,585 shares; 2026Q1: 4,663 shares; 2026Q2: 4,915 shares 4,915 $355K 0.2% +252 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: 5,973 shares; 2024Q4: 6,296 shares; 2025Q1: 4,935 shares; 2025Q2: 5,625 shares; 2025Q3: 5,981 shares; 2025Q4: 6,087 shares; 2026Q1: 6,094 shares; 2026Q2: 6,277 shares 6,277 $354K 0.2% +183 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,320 shares; 2025Q1: 1,255 shares; 2025Q2: 1,440 shares; 2025Q3: 1,480 shares; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares; 2026Q2: 1,511 shares 1,511 $339K 0.19% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200 $338K 0.19% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 2,105 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares 2,105 $334K 0.19% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 772 shares 772 $333K 0.19% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 713 shares; 2025Q3: 728 shares; 2025Q4: 867 shares; 2026Q1: 859 shares; 2026Q2: 1,042 shares 1,042 $331K 0.19% +183 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares; 2026Q2: 1,225 shares 1,225 $330K 0.19% 0 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: 856 shares; 2024Q4: 1,048 shares; 2025Q1: 1,055 shares; 2025Q2: 1,095 shares; 2025Q3: 1,125 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares; 2026Q2: 1,126 shares 1,126 $327K 0.19% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,709 shares; 2024Q4: 2,819 shares; 2025Q1: 2,860 shares; 2025Q2: 3,001 shares; 2025Q3: 3,042 shares; 2025Q4: 3,205 shares; 2026Q1: 3,205 shares; 2026Q2: 3,391 shares 3,391 $321K 0.18% +186 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares; 2025Q4: 2,455 shares; 2026Q1: 2,455 shares; 2026Q2: 2,415 shares 2,415 $320K 0.18% -40 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: 4,187 shares; 2024Q4: 4,187 shares; 2025Q1: 4,187 shares; 2025Q2: 4,187 shares; 2025Q3: 4,187 shares; 2025Q4: 4,187 shares; 2026Q1: 4,187 shares; 2026Q2: 3,967 shares 3,967 $306K 0.18% -220 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,301 shares; 2025Q3: 7,811 shares; 2025Q4: 8,116 shares; 2026Q1: 8,120 shares; 2026Q2: 8,274 shares 8,274 $306K 0.18% +154 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: not reported; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 317 shares 317 $305K 0.17% -6 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,443 shares; 2025Q3: not reported; 2025Q4: 4,746 shares; 2026Q1: 4,746 shares; 2026Q2: 4,747 shares 4,747 $299K 0.17% +1 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: 890 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 872 shares; 2025Q3: 837 shares; 2025Q4: 816 shares; 2026Q1: 806 shares; 2026Q2: 791 shares 791 $291K 0.17% -15 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,245 shares; 2024Q4: 6,246 shares; 2025Q1: 6,382 shares; 2025Q2: 6,383 shares; 2025Q3: 6,285 shares; 2025Q4: 6,051 shares; 2026Q1: 6,052 shares; 2026Q2: 5,836 shares 5,836 $291K 0.17% -216 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,563 shares; 2024Q4: 2,563 shares; 2025Q1: 2,564 shares; 2025Q2: 2,564 shares; 2025Q3: 2,619 shares; 2025Q4: 2,755 shares; 2026Q1: 2,886 shares; 2026Q2: 2,951 shares 2,951 $290K 0.17% +65 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,186 shares; 2024Q4: 3,187 shares; 2025Q1: 3,187 shares; 2025Q2: 3,188 shares; 2025Q3: 3,278 shares; 2025Q4: 3,217 shares; 2026Q1: 3,217 shares; 2026Q2: 3,418 shares 3,418 $286K 0.16% +201 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: 1,332 shares; 2024Q4: 1,322 shares; 2025Q1: 1,372 shares; 2025Q2: 1,545 shares; 2025Q3: 1,521 shares; 2025Q4: 1,668 shares; 2026Q1: 1,698 shares; 2026Q2: 1,793 shares 1,793 $281K 0.16% +95 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,154 shares; 2024Q4: 9,464 shares; 2025Q1: 9,465 shares; 2025Q2: 9,466 shares; 2025Q3: 9,468 shares; 2025Q4: 9,469 shares; 2026Q1: 9,470 shares; 2026Q2: 9,472 shares 9,472 $279K 0.16% +2 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,472 shares; 2024Q4: 8,473 shares; 2025Q1: 7,749 shares; 2025Q2: 7,750 shares; 2025Q3: 7,752 shares; 2025Q4: 7,753 shares; 2026Q1: 7,555 shares; 2026Q2: 7,286 shares 7,286 $278K 0.16% -269 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: 1,924 shares; 2024Q4: 1,969 shares; 2025Q1: 2,019 shares; 2025Q2: 2,049 shares; 2025Q3: 2,087 shares; 2025Q4: 2,115 shares; 2026Q1: 2,115 shares; 2026Q2: 2,204 shares 2,204 $274K 0.16% +89 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,293 shares; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares; 2025Q4: 1,434 shares; 2026Q1: 1,434 shares; 2026Q2: 1,434 shares 1,434 $273K 0.16% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,827 shares; 2024Q4: 1,938 shares; 2025Q1: 1,939 shares; 2025Q2: 1,929 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,091 shares; 2026Q2: 2,156 shares 2,156 $273K 0.16% +65 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,268 shares; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 1,409 shares; 2025Q3: 1,409 shares; 2025Q4: 1,415 shares; 2026Q1: 1,391 shares; 2026Q2: 1,434 shares 1,434 $271K 0.16% +43 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 1,039 shares; 2025Q1: 1,034 shares; 2025Q2: 1,070 shares; 2025Q3: 1,095 shares; 2025Q4: 1,088 shares; 2026Q1: 1,088 shares; 2026Q2: 846 shares 846 $269K 0.15% -242 Timeline XLF 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: 4,924 shares; 2024Q4: 4,924 shares; 2025Q1: 4,924 shares; 2025Q2: 5,099 shares; 2025Q3: 5,099 shares; 2025Q4: 4,924 shares; 2026Q1: 4,924 shares; 2026Q2: 4,924 shares 4,924 $264K 0.15% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,611 shares 1,611 $263K 0.15% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 810 shares; 2026Q1: 811 shares; 2026Q2: 3,245 shares 3,245 $261K 0.15% +2,434 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: not reported; 2024Q4: 253 shares; 2025Q1: 261 shares; 2025Q2: 262 shares; 2025Q3: 276 shares; 2025Q4: 2,919 shares; 2026Q1: 3,324 shares; 2026Q2: 3,634 shares 3,634 $259K 0.15% +310 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: 818 shares; 2026Q1: 863 shares; 2026Q2: 863 shares 863 $259K 0.15% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,856 shares; 2024Q4: 3,856 shares; 2025Q1: 3,881 shares; 2025Q2: 3,881 shares; 2025Q3: 3,981 shares; 2025Q4: 4,251 shares; 2026Q1: 4,185 shares; 2026Q2: 4,485 shares 4,485 $257K 0.15% +300 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,166 shares; 2025Q4: 1,167 shares; 2026Q1: 1,168 shares; 2026Q2: 1,169 shares 1,169 $255K 0.15% +1 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $248K 0.14% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,102 shares; 2026Q1: 4,102 shares; 2026Q2: 4,102 shares 4,102 $248K 0.14% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 879 shares 879 $247K 0.14% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,685 shares; 2024Q4: 1,660 shares; 2025Q1: not reported; 2025Q2: 1,851 shares; 2025Q3: 1,896 shares; 2025Q4: 1,897 shares; 2026Q1: 1,897 shares; 2026Q2: 1,857 shares 1,857 $247K 0.14% -40 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,198 shares; 2026Q1: 3,198 shares; 2026Q2: 3,198 shares 3,198 $246K 0.14% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,293 shares; 2024Q4: not reported; 2025Q1: 2,293 shares; 2025Q2: 2,293 shares; 2025Q3: 2,293 shares; 2025Q4: 2,363 shares; 2026Q1: 2,363 shares; 2026Q2: 2,513 shares 2,513 $241K 0.14% +150 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares; 2026Q2: 1,830 shares 1,830 $237K 0.14% +130 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,348 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,518 shares; 2025Q3: 3,637 shares; 2025Q4: 3,801 shares; 2026Q1: 3,804 shares; 2026Q2: 3,808 shares 3,808 $236K 0.14% +4 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,749 shares 6,749 $235K 0.13% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,228 shares; 2024Q4: 6,063 shares; 2025Q1: 5,918 shares; 2025Q2: 6,015 shares; 2025Q3: 6,016 shares; 2025Q4: 5,992 shares; 2026Q1: 5,993 shares; 2026Q2: 7,395 shares 7,395 $234K 0.13% +1,402 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,330 shares; 2025Q1: 9,775 shares; 2025Q2: 11,290 shares; 2025Q3: 11,443 shares; 2025Q4: 11,064 shares; 2026Q1: 11,074 shares; 2026Q2: 9,286 shares 9,286 $220K 0.13% -1,788 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,441 shares 1,441 $218K 0.12% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,558 shares; 2026Q2: 2,558 shares 2,558 $217K 0.12% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,434 shares; 2024Q4: 3,436 shares; 2025Q1: 3,438 shares; 2025Q2: 3,565 shares; 2025Q3: 3,553 shares; 2025Q4: 3,183 shares; 2026Q1: 3,183 shares; 2026Q2: 3,183 shares 3,183 $213K 0.12% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,310 shares 7,310 $212K 0.12% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares; 2026Q2: 1,386 shares 1,386 $210K 0.12% 0 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: 1,327 shares; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,242 shares; 2025Q3: 1,277 shares; 2025Q4: 1,322 shares; 2026Q1: 1,282 shares; 2026Q2: 1,282 shares 1,282 $210K 0.12% 0 Timeline EUSA ISHARES INC More: the full row for ISHARES 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: 1,835 shares 1,835 $210K 0.12% new Timeline RSPT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,215 shares 3,215 $207K 0.12% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 900 shares 900 $204K 0.12% new Timeline