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: 32,501 shares; 2025Q1: 32,119 shares; 2025Q2: 31,784 shares; 2025Q3: 31,549 shares; 2025Q4: 30,888 shares; 2026Q1: 30,741 shares; 2026Q2: 30,741 shares 30,741 $23M 16.5% 0 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: 72,579 shares; 2025Q1: 76,688 shares; 2025Q2: 75,314 shares; 2025Q3: 77,554 shares; 2025Q4: 78,500 shares; 2026Q1: 85,321 shares; 2026Q2: 87,365 shares 87,365 $6.81M 4.88% +2,044 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: 63,240 shares; 2025Q1: 65,562 shares; 2025Q2: 65,745 shares; 2025Q3: 67,990 shares; 2025Q4: 70,485 shares; 2026Q1: 76,120 shares; 2026Q2: 76,720 shares 76,720 $5.88M 4.22% +600 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: 6,058 shares; 2025Q1: 6,184 shares; 2025Q2: 6,103 shares; 2025Q3: 6,105 shares; 2025Q4: 5,901 shares; 2026Q1: 5,997 shares; 2026Q2: 47,404 shares 47,404 $5.67M 4.06% +41,407 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: 7,402 shares; 2025Q1: not reported; 2025Q2: 7,388 shares; 2025Q3: 7,330 shares; 2025Q4: 7,144 shares; 2026Q1: 7,460 shares; 2026Q2: 7,390 shares 7,390 $5.45M 3.91% -70 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: 14,878 shares; 2025Q1: 15,389 shares; 2025Q2: 14,794 shares; 2025Q3: 14,628 shares; 2025Q4: 28,601 shares; 2026Q1: 28,287 shares; 2026Q2: 27,815 shares 27,815 $5.3M 3.8% -472 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: 20,094 shares; 2025Q1: 19,198 shares; 2025Q2: 18,810 shares; 2025Q3: 18,674 shares; 2025Q4: 18,111 shares; 2026Q1: 18,340 shares; 2026Q2: 18,207 shares 18,207 $5.27M 3.78% -133 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,693 shares; 2025Q1: 58,297 shares; 2025Q2: 55,714 shares; 2025Q3: 56,642 shares; 2025Q4: 54,000 shares; 2026Q1: 55,040 shares; 2026Q2: 56,418 shares 56,418 $4.63M 3.32% +1,378 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,430 shares; 2025Q1: 38,285 shares; 2025Q2: 40,993 shares; 2025Q3: 43,298 shares; 2025Q4: 42,718 shares; 2026Q1: 43,865 shares; 2026Q2: 41,433 shares 41,433 $4.17M 2.99% -2,432 Timeline XLY 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: 17,323 shares; 2025Q1: 17,638 shares; 2025Q2: 17,333 shares; 2025Q3: 17,206 shares; 2025Q4: 33,909 shares; 2026Q1: 34,064 shares; 2026Q2: 33,468 shares 33,468 $3.93M 2.81% -596 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: not loaded; 2024Q4: 19,504 shares; 2025Q1: 20,031 shares; 2025Q2: 19,836 shares; 2025Q3: 19,986 shares; 2025Q4: 19,682 shares; 2026Q1: 20,879 shares; 2026Q2: 20,849 shares 20,849 $3.31M 2.37% -30 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: 31,943 shares; 2025Q1: 30,272 shares; 2025Q2: 29,045 shares; 2025Q3: 29,610 shares; 2025Q4: 32,500 shares; 2026Q1: 37,650 shares; 2026Q2: 39,535 shares 39,535 $2.9M 2.08% +1,885 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,059 shares; 2025Q1: 15,116 shares; 2025Q2: 14,541 shares; 2025Q3: 14,636 shares; 2025Q4: 14,480 shares; 2026Q1: 15,126 shares; 2026Q2: 15,145 shares 15,145 $2.81M 2.01% +19 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: 10,206 shares; 2025Q1: 9,944 shares; 2025Q2: 9,695 shares; 2025Q3: 9,459 shares; 2025Q4: 8,604 shares; 2026Q1: 8,533 shares; 2026Q2: 8,554 shares 8,554 $2.8M 2.01% +21 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: not loaded; 2024Q4: 55,307 shares; 2025Q1: 55,650 shares; 2025Q2: 53,246 shares; 2025Q3: 52,931 shares; 2025Q4: 51,643 shares; 2026Q1: 52,557 shares; 2026Q2: 51,843 shares 51,843 $2.78M 1.99% -714 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: 7,750 shares; 2025Q1: 7,750 shares; 2025Q2: 7,616 shares; 2025Q3: 7,588 shares; 2025Q4: 7,145 shares; 2026Q1: 7,370 shares; 2026Q2: 7,432 shares 7,432 $2.77M 1.99% +62 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: 11,639 shares; 2025Q1: 11,489 shares; 2025Q2: 11,219 shares; 2025Q3: 11,114 shares; 2025Q4: 10,892 shares; 2026Q1: 11,145 shares; 2026Q2: 11,150 shares 11,150 $2.66M 1.9% +5 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: 9,405 shares; 2025Q1: 9,225 shares; 2025Q2: 9,120 shares; 2025Q3: 8,827 shares; 2025Q4: 8,197 shares; 2026Q1: 7,637 shares; 2026Q2: 7,480 shares 7,480 $2.64M 1.89% -157 Timeline XLC 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: 19,437 shares; 2025Q1: 19,708 shares; 2025Q2: 18,926 shares; 2025Q3: 19,026 shares; 2025Q4: 18,682 shares; 2026Q1: 18,622 shares; 2026Q2: 18,412 shares 18,412 $1.97M 1.41% -210 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,420 shares; 2025Q1: 2,652 shares; 2025Q2: 2,762 shares; 2025Q3: 2,810 shares; 2025Q4: 2,735 shares; 2026Q1: 2,715 shares; 2026Q2: 2,712 shares 2,712 $1.78M 1.28% -3 Timeline IJR 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: 7,635 shares; 2025Q1: 8,880 shares; 2025Q2: 8,975 shares; 2025Q3: 8,830 shares; 2025Q4: 8,665 shares; 2026Q1: 10,905 shares; 2026Q2: 11,037 shares 11,037 $1.64M 1.17% +132 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: 6,797 shares; 2025Q1: 6,802 shares; 2025Q2: 6,756 shares; 2025Q3: 6,575 shares; 2025Q4: 6,372 shares; 2026Q1: 6,142 shares; 2026Q2: 6,112 shares 6,112 $1.55M 1.11% -30 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,020 shares; 2025Q1: 23,700 shares; 2025Q2: 26,575 shares; 2025Q3: 31,800 shares; 2025Q4: 30,835 shares; 2026Q1: 32,185 shares; 2026Q2: 29,785 shares 29,785 $1.51M 1.08% -2,400 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: 2,965 shares; 2025Q1: 2,955 shares; 2025Q2: 2,800 shares; 2025Q3: 2,635 shares; 2025Q4: 2,485 shares; 2026Q1: 2,173 shares; 2026Q2: 2,003 shares 2,003 $1.45M 1.04% -170 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: 10,911 shares; 2025Q1: 12,126 shares; 2025Q2: 12,305 shares; 2025Q3: 12,725 shares; 2025Q4: 13,045 shares; 2026Q1: 14,255 shares; 2026Q2: 14,562 shares 14,562 $1.41M 1.01% +307 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: 4,870 shares; 2025Q1: 5,675 shares; 2025Q2: 5,835 shares; 2025Q3: 5,745 shares; 2025Q4: 5,822 shares; 2026Q1: 6,992 shares; 2026Q2: 7,001 shares 7,001 $1.4M 1% +9 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: 4,384 shares; 2025Q1: 4,184 shares; 2025Q2: 4,059 shares; 2025Q3: 4,069 shares; 2025Q4: 3,914 shares; 2026Q1: 3,974 shares; 2026Q2: 3,991 shares 3,991 $1.37M 0.98% +17 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: 4,244 shares; 2025Q1: 4,199 shares; 2025Q2: 4,068 shares; 2025Q3: 3,993 shares; 2025Q4: 3,680 shares; 2026Q1: 3,720 shares; 2026Q2: 3,730 shares 3,730 $1.32M 0.94% +10 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: 3,770 shares; 2025Q1: 3,700 shares; 2025Q2: 3,510 shares; 2025Q3: 3,455 shares; 2025Q4: 3,290 shares; 2026Q1: 3,312 shares; 2026Q2: 3,297 shares 3,297 $1.18M 0.84% -15 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: 2,646 shares; 2025Q1: 2,513 shares; 2025Q2: 2,413 shares; 2025Q3: 2,363 shares; 2025Q4: 2,148 shares; 2026Q1: 2,308 shares; 2026Q2: 2,265 shares 2,265 $1.13M 0.81% -43 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,741 shares; 2025Q1: 10,787 shares; 2025Q2: 10,532 shares; 2025Q3: 10,547 shares; 2025Q4: 20,568 shares; 2026Q1: 21,160 shares; 2026Q2: 21,006 shares 21,006 $1.12M 0.8% -154 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: 12,764 shares; 2025Q1: 12,164 shares; 2025Q2: 11,749 shares; 2025Q3: 11,599 shares; 2025Q4: 10,139 shares; 2026Q1: 9,464 shares; 2026Q2: 9,334 shares 9,334 $1.1M 0.79% -130 Timeline XLP 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: 13,704 shares; 2025Q1: 13,584 shares; 2025Q2: 13,176 shares; 2025Q3: 13,252 shares; 2025Q4: 12,943 shares; 2026Q1: 13,042 shares; 2026Q2: 13,118 shares 13,118 $1.09M 0.78% +76 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,822 shares; 2025Q1: 10,843 shares; 2025Q2: 10,586 shares; 2025Q3: 10,570 shares; 2025Q4: 20,971 shares; 2026Q1: 21,132 shares; 2026Q2: 20,977 shares 20,977 $1.07M 0.76% -155 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,805 shares; 2025Q1: 11,660 shares; 2025Q2: 11,452 shares; 2025Q3: 11,227 shares; 2025Q4: 21,884 shares; 2026Q1: 22,744 shares; 2026Q2: 22,279 shares 22,279 $1.01M 0.72% -465 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: 6,025 shares; 2025Q1: 6,260 shares; 2025Q2: 6,195 shares; 2025Q3: 6,185 shares; 2025Q4: 6,050 shares; 2026Q1: 6,433 shares; 2026Q2: 6,408 shares 6,408 $876K 0.63% -25 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: 1,479 shares; 2025Q1: 1,420 shares; 2025Q2: 1,338 shares; 2025Q3: 1,318 shares; 2025Q4: 1,373 shares; 2026Q1: 1,549 shares; 2026Q2: 1,541 shares 1,541 $868K 0.62% -8 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: 776 shares; 2025Q1: 1,066 shares; 2025Q2: 1,083 shares; 2025Q3: 1,133 shares; 2025Q4: 1,206 shares; 2026Q1: 2,513 shares; 2026Q2: 10,494 shares 10,494 $846K 0.61% +7,981 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: 7,341 shares; 2025Q1: 7,386 shares; 2025Q2: 6,213 shares; 2025Q3: 6,193 shares; 2025Q4: 5,758 shares; 2026Q1: 5,803 shares; 2026Q2: 5,753 shares 5,753 $844K 0.6% -50 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,139 shares; 2025Q1: 12,110 shares; 2025Q2: 11,372 shares; 2025Q3: 10,736 shares; 2025Q4: 10,031 shares; 2026Q1: 9,696 shares; 2026Q2: 9,696 shares 9,696 $812K 0.58% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 840 shares; 2025Q1: 920 shares; 2025Q2: 980 shares; 2025Q3: 885 shares; 2025Q4: 870 shares; 2026Q1: 810 shares; 2026Q2: 762 shares 762 $811K 0.58% -48 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: 7,482 shares; 2025Q1: 8,189 shares; 2025Q2: 8,004 shares; 2025Q3: 8,166 shares; 2025Q4: 8,041 shares; 2026Q1: 9,204 shares; 2026Q2: 9,415 shares 9,415 $780K 0.56% +211 Timeline RSP 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: 2,581 shares; 2025Q1: 3,431 shares; 2025Q2: 3,206 shares; 2025Q3: 3,171 shares; 2025Q4: 3,406 shares; 2026Q1: 3,647 shares; 2026Q2: 3,662 shares 3,662 $779K 0.56% +15 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: 8,318 shares; 2025Q1: 7,918 shares; 2025Q2: 7,650 shares; 2025Q3: 7,400 shares; 2025Q4: 7,120 shares; 2026Q1: 6,995 shares; 2026Q2: 6,815 shares 6,815 $772K 0.55% -180 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: 15,090 shares; 2025Q1: 14,760 shares; 2025Q2: 14,415 shares; 2025Q3: 13,935 shares; 2025Q4: 13,130 shares; 2026Q1: 13,170 shares; 2026Q2: 13,095 shares 13,095 $746K 0.53% -75 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: 6,063 shares; 2025Q1: 6,093 shares; 2025Q2: 6,007 shares; 2025Q3: 5,847 shares; 2025Q4: 5,647 shares; 2026Q1: 5,587 shares; 2026Q2: 5,507 shares 5,507 $712K 0.51% -80 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: 2,588 shares; 2025Q1: 2,613 shares; 2025Q2: 2,483 shares; 2025Q3: 2,488 shares; 2025Q4: 2,428 shares; 2026Q1: 2,463 shares; 2026Q2: 2,462 shares 2,462 $666K 0.48% -1 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: 3,770 shares; 2025Q1: 3,645 shares; 2025Q2: 3,515 shares; 2025Q3: 3,480 shares; 2025Q4: 3,415 shares; 2026Q1: 3,325 shares; 2026Q2: 3,325 shares 3,325 $631K 0.45% 0 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: 670 shares; 2025Q1: 677 shares; 2025Q2: 653 shares; 2025Q3: 650 shares; 2025Q4: 636 shares; 2026Q1: 653 shares; 2026Q2: 654 shares 654 $629K 0.45% +1 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: 4,026 shares; 2025Q1: 4,042 shares; 2025Q2: 4,014 shares; 2025Q3: 4,019 shares; 2025Q4: 3,869 shares; 2026Q1: 3,889 shares; 2026Q2: 3,761 shares 3,761 $623K 0.45% -128 Timeline VOX 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: 4,477 shares; 2025Q1: 4,015 shares; 2025Q2: 3,755 shares; 2025Q3: 3,739 shares; 2025Q4: 3,629 shares; 2026Q1: 3,429 shares; 2026Q2: 3,328 shares 3,328 $612K 0.44% -101 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: 6,740 shares; 2025Q1: 6,508 shares; 2025Q2: 6,581 shares; 2025Q3: 6,405 shares; 2025Q4: 6,115 shares; 2026Q1: 6,220 shares; 2026Q2: 6,070 shares 6,070 $589K 0.42% -150 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: 291 shares; 2025Q1: 429 shares; 2025Q2: 441 shares; 2025Q3: 465 shares; 2025Q4: 460 shares; 2026Q1: 461 shares; 2026Q2: 454 shares 454 $545K 0.39% -7 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: not loaded; 2024Q4: 13,645 shares; 2025Q1: 13,448 shares; 2025Q2: 13,329 shares; 2025Q3: 13,038 shares; 2025Q4: 12,638 shares; 2026Q1: 12,690 shares; 2026Q2: 12,500 shares 12,500 $529K 0.38% -190 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: 4,161 shares; 2025Q1: 4,221 shares; 2025Q2: 4,171 shares; 2025Q3: 3,921 shares; 2025Q4: 3,781 shares; 2026Q1: 3,696 shares; 2026Q2: 3,655 shares 3,655 $495K 0.35% -41 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: 1,457 shares; 2025Q1: 1,597 shares; 2025Q2: 1,612 shares; 2025Q3: 1,552 shares; 2025Q4: 1,552 shares; 2026Q1: 1,572 shares; 2026Q2: 1,547 shares 1,547 $486K 0.35% -25 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $483K 0.35% 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: not loaded; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 555 shares; 2026Q2: 594 shares 594 $445K 0.32% +39 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: 1,740 shares; 2025Q1: 1,725 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,640 shares; 2026Q2: 1,630 shares 1,630 $443K 0.32% -10 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,990 shares; 2025Q1: 5,790 shares; 2025Q2: 5,640 shares; 2025Q3: 5,640 shares; 2025Q4: 5,430 shares; 2026Q1: 5,430 shares; 2026Q2: 5,430 shares 5,430 $441K 0.32% 0 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: 545 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 480 shares; 2025Q4: 462 shares; 2026Q1: 442 shares; 2026Q2: 427 shares 427 $432K 0.31% -15 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: 1,154 shares; 2025Q1: 1,211 shares; 2025Q2: 1,203 shares; 2025Q3: 1,023 shares; 2025Q4: 1,001 shares; 2026Q1: 1,066 shares; 2026Q2: 1,016 shares 1,016 $422K 0.3% -50 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: 861 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 1,285 shares; 2026Q2: 1,285 shares 1,285 $390K 0.28% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,700 shares 2,700 $377K 0.27% new 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: 4,890 shares; 2025Q1: 4,790 shares; 2025Q2: 4,690 shares; 2025Q3: 4,540 shares; 2025Q4: 4,515 shares; 2026Q1: 4,465 shares; 2026Q2: 4,465 shares 4,465 $365K 0.26% 0 Timeline FDN 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: 1,755 shares; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: 1,430 shares; 2025Q4: 1,425 shares; 2026Q1: 1,340 shares; 2026Q2: 1,315 shares 1,315 $348K 0.25% -25 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: 1,547 shares 1,547 $346K 0.25% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,547 shares 1,547 $342K 0.25% new 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: 775 shares 775 $336K 0.24% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 636 shares; 2025Q4: 633 shares; 2026Q1: 634 shares; 2026Q2: 628 shares 628 $329K 0.24% -6 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: 953 shares; 2025Q1: 953 shares; 2025Q2: 978 shares; 2025Q3: 928 shares; 2025Q4: 868 shares; 2026Q1: 868 shares; 2026Q2: 864 shares 864 $313K 0.22% -4 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,490 shares; 2025Q4: 4,440 shares; 2026Q1: 5,040 shares; 2026Q2: 5,015 shares 5,015 $299K 0.21% -25 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: not loaded; 2024Q4: 1,933 shares; 2025Q1: 1,565 shares; 2025Q2: 1,445 shares; 2025Q3: 1,370 shares; 2025Q4: 1,270 shares; 2026Q1: 1,400 shares; 2026Q2: 1,360 shares 1,360 $294K 0.21% -40 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: not reported; 2025Q1: not reported; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 715 shares; 2026Q1: 815 shares; 2026Q2: 822 shares 822 $278K 0.2% +7 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 loaded; 2024Q4: 5,250 shares; 2025Q1: 5,150 shares; 2025Q2: 5,150 shares; 2025Q3: 5,025 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $277K 0.2% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,532 shares; 2025Q1: 9,957 shares; 2025Q2: 12,182 shares; 2025Q3: 11,157 shares; 2025Q4: 11,057 shares; 2026Q1: 10,757 shares; 2026Q2: 10,607 shares 10,607 $255K 0.18% -150 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537 shares; 2026Q1: not reported; 2026Q2: 512 shares 512 $253K 0.18% new 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: 435 shares; 2025Q1: 420 shares; 2025Q2: 391 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 491 shares; 2026Q2: 491 shares 491 $252K 0.18% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 790 shares 790 $222K 0.16% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $216K 0.15% new 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: 955 shares; 2025Q1: 980 shares; 2025Q2: 950 shares; 2025Q3: 900 shares; 2025Q4: 870 shares; 2026Q1: 850 shares; 2026Q2: 735 shares 735 $215K 0.15% -115 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 613 shares; 2025Q4: 608 shares; 2026Q1: 595 shares; 2026Q2: 564 shares 564 $208K 0.15% -31 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 415 shares 415 $204K 0.15% new 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: 7,240 shares; 2025Q3: 9,840 shares; 2025Q4: 9,540 shares; 2026Q1: 9,840 shares; 2026Q2: 9,840 shares 9,840 $204K 0.15% 0 Timeline