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: 166,972 shares; 2025Q1: 254,658 shares; 2025Q2: 517,813 shares; 2025Q3: 524,601 shares; 2025Q4: 572,280 shares; 2026Q1: 667,515 shares; 2026Q2: 653,810 shares 653,810 $65.8M 10.42% -13,705 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: 13,297 shares; 2025Q1: 16,611 shares; 2025Q2: 1,077 shares; 2025Q3: 1,802 shares; 2025Q4: 39,463 shares; 2026Q1: 21,007 shares; 2026Q2: 47,055 shares 47,055 $34.7M 5.49% +26,048 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: 25,646 shares; 2025Q1: 31,990 shares; 2025Q2: 137,685 shares; 2025Q3: 264,360 shares; 2025Q4: 366,490 shares; 2026Q1: 447,638 shares; 2026Q2: 403,062 shares 403,062 $28.7M 4.55% -44,576 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: 35,209 shares; 2025Q1: 46,669 shares; 2025Q2: 130,946 shares; 2025Q3: 206,054 shares; 2025Q4: 360,658 shares; 2026Q1: 433,645 shares; 2026Q2: 317,385 shares 317,385 $18.9M 3% -116,260 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: not reported; 2025Q1: not reported; 2025Q2: 55,489 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,219 shares; 2026Q2: 116,103 shares 116,103 $18.4M 2.92% +30,884 Timeline VBK 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: 10,688 shares; 2025Q1: 8,578 shares; 2025Q2: 8,199 shares; 2025Q3: 16,255 shares; 2025Q4: 16,409 shares; 2026Q1: 35,763 shares; 2026Q2: 47,871 shares 47,871 $17.5M 2.77% +12,108 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,200 shares; 2026Q1: 262,695 shares; 2026Q2: 329,503 shares 329,503 $17.5M 2.77% +66,808 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: not reported; 2025Q1: not reported; 2025Q2: 34,401 shares; 2025Q3: 45,939 shares; 2025Q4: 5,119 shares; 2026Q1: 3,157 shares; 2026Q2: 146,239 shares 146,239 $17.2M 2.72% +143,082 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 111,891 shares; 2025Q1: 139,401 shares; 2025Q2: 183,270 shares; 2025Q3: 255,001 shares; 2025Q4: 255,769 shares; 2026Q1: 10,946 shares; 2026Q2: 386,766 shares 386,766 $17M 2.7% +375,820 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: 51,622 shares; 2025Q1: 59,391 shares; 2025Q2: 74,971 shares; 2025Q3: 96,997 shares; 2025Q4: 90,320 shares; 2026Q1: 115,716 shares; 2026Q2: 155,779 shares 155,779 $16.7M 2.64% +40,063 Timeline VBR 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: 17,257 shares; 2025Q1: 22,972 shares; 2025Q2: 24,028 shares; 2025Q3: 31,843 shares; 2025Q4: 34,743 shares; 2026Q1: 50,212 shares; 2026Q2: 56,505 shares 56,505 $13.7M 2.17% +6,293 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: 17,869 shares; 2025Q1: 20,562 shares; 2025Q2: 25,804 shares; 2025Q3: 28,296 shares; 2025Q4: 32,383 shares; 2026Q1: 49,966 shares; 2026Q2: 62,479 shares 62,479 $13.6M 2.16% +12,513 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: 9,692 shares; 2025Q1: 13,718 shares; 2025Q2: 17,153 shares; 2025Q3: 21,652 shares; 2025Q4: 23,346 shares; 2026Q1: 18,761 shares; 2026Q2: 156,415 shares 156,415 $13.5M 2.13% +137,654 Timeline VOE 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: 16,275 shares; 2025Q1: 15,841 shares; 2025Q2: 14,594 shares; 2025Q3: 15,282 shares; 2025Q4: 25,944 shares; 2026Q1: 51,097 shares; 2026Q2: 57,532 shares 57,532 $11.4M 1.8% +6,435 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: 12,718 shares; 2025Q1: 13,802 shares; 2025Q2: 14,189 shares; 2025Q3: 21,449 shares; 2025Q4: 13,500 shares; 2026Q1: 7,155 shares; 2026Q2: 16,364 shares 16,364 $11.2M 1.78% +9,209 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: 9,674 shares; 2025Q1: 10,721 shares; 2025Q2: 13,173 shares; 2025Q3: 14,354 shares; 2025Q4: 33,689 shares; 2026Q1: 39,306 shares; 2026Q2: 54,264 shares 54,264 $10.9M 1.72% +14,958 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: 18,836 shares; 2025Q1: 2,904 shares; 2025Q2: 2,643 shares; 2025Q3: 3,397 shares; 2025Q4: 5,782 shares; 2026Q1: 34,533 shares; 2026Q2: 35,246 shares 35,246 $10.7M 1.69% +713 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: 7,680 shares; 2025Q1: 8,824 shares; 2025Q2: 10,972 shares; 2025Q3: 12,764 shares; 2025Q4: 12,295 shares; 2026Q1: 15,286 shares; 2026Q2: 19,651 shares 19,651 $7.02M 1.11% +4,365 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,129 shares; 2025Q1: 62,332 shares; 2025Q2: 42,886 shares; 2025Q3: 29,783 shares; 2025Q4: 47,473 shares; 2026Q1: 53,681 shares; 2026Q2: 71,525 shares 71,525 $6.9M 1.09% +17,844 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,880 shares; 2026Q1: 9,510 shares; 2026Q2: 5,948 shares 5,948 $6.87M 1.09% -3,562 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: 4,466 shares; 2025Q1: 5,550 shares; 2025Q2: 6,228 shares; 2025Q3: 7,583 shares; 2025Q4: 10,143 shares; 2026Q1: 12,687 shares; 2026Q2: 16,684 shares 16,684 $6.22M 0.99% +3,997 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: 288 shares; 2025Q1: 405 shares; 2025Q2: 548 shares; 2025Q3: 557 shares; 2025Q4: 643 shares; 2026Q1: 4,066 shares; 2026Q2: 5,056 shares 5,056 $6.06M 0.96% +990 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,031 shares; 2026Q1: not reported; 2026Q2: 10,172 shares 10,172 $5.91M 0.94% new 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: 10,476 shares; 2025Q1: 10,963 shares; 2025Q2: 12,509 shares; 2025Q3: 13,126 shares; 2025Q4: 13,873 shares; 2026Q1: 14,649 shares; 2026Q2: 18,319 shares 18,319 $5.3M 0.84% +3,670 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 46,617 shares; 2026Q2: 67,523 shares 67,523 $5.29M 0.84% +20,906 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,825 shares; 2025Q2: 8,922 shares; 2025Q3: 11,821 shares; 2025Q4: 14,359 shares; 2026Q1: 14,472 shares; 2026Q2: 27,789 shares 27,789 $5.2M 0.82% +13,317 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 56,475 shares; 2025Q4: 62,506 shares; 2026Q1: 82,120 shares; 2026Q2: 94,407 shares 94,407 $5.14M 0.81% +12,287 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,051 shares; 2025Q1: 11,055 shares; 2025Q2: 15,426 shares; 2025Q3: 23,978 shares; 2025Q4: 32,472 shares; 2026Q1: 45,143 shares; 2026Q2: 74,008 shares 74,008 $5.13M 0.81% +28,865 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: not reported; 2026Q2: 14,791 shares 14,791 $5.07M 0.8% new 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: 6,120 shares; 2025Q1: 6,272 shares; 2025Q2: 6,666 shares; 2025Q3: 7,821 shares; 2025Q4: 10,030 shares; 2026Q1: 13,078 shares; 2026Q2: 13,384 shares 13,384 $5.06M 0.8% +306 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,225 shares; 2025Q1: 30,118 shares; 2025Q2: 34,631 shares; 2025Q3: 40,409 shares; 2025Q4: 45,962 shares; 2026Q1: 53,786 shares; 2026Q2: 31,191 shares 31,191 $5.06M 0.8% -22,595 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,630 shares; 2025Q1: 9,499 shares; 2025Q2: 11,893 shares; 2025Q3: 14,711 shares; 2025Q4: 19,617 shares; 2026Q1: 25,606 shares; 2026Q2: 29,734 shares 29,734 $5.01M 0.79% +4,128 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 6,855 shares; 2025Q4: 7,856 shares; 2026Q1: 9,301 shares; 2026Q2: 12,423 shares 12,423 $4.99M 0.79% +3,122 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: not reported; 2025Q1: 475 shares; 2025Q2: 547 shares; 2025Q3: 979 shares; 2025Q4: 1,411 shares; 2026Q1: 1,289 shares; 2026Q2: 8,587 shares 8,587 $4.84M 0.77% +7,298 Timeline TOST TOAST INC More: the full row for TOAST 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: 113,473 shares; 2026Q2: 173,678 shares 173,678 $4.83M 0.76% +60,205 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,070 shares; 2025Q1: 4,112 shares; 2025Q2: 4,585 shares; 2025Q3: 6,380 shares; 2025Q4: 9,742 shares; 2026Q1: 13,893 shares; 2026Q2: 31,312 shares 31,312 $4.77M 0.75% +17,419 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH 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: 121,770 shares; 2026Q1: 134,608 shares; 2026Q2: 191,897 shares 191,897 $4.72M 0.75% +57,289 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS 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: 31,287 shares 31,287 $4.65M 0.74% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 5,581 shares; 2026Q1: 6,598 shares; 2026Q2: 8,389 shares 8,389 $4.55M 0.72% +1,791 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: 6,655 shares; 2025Q1: 8,731 shares; 2025Q2: 13,624 shares; 2025Q3: 17,480 shares; 2025Q4: 17,081 shares; 2026Q1: 12,461 shares; 2026Q2: 11,526 shares 11,526 $4.27M 0.68% -935 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,982 shares; 2025Q1: 3,508 shares; 2025Q2: 3,891 shares; 2025Q3: 4,441 shares; 2025Q4: 4,201 shares; 2026Q1: 7,757 shares; 2026Q2: 8,250 shares 8,250 $4.25M 0.67% +493 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,672 shares; 2025Q3: 52,604 shares; 2025Q4: 86,057 shares; 2026Q1: 125,746 shares; 2026Q2: 214,080 shares 214,080 $4.21M 0.67% +88,334 Timeline VOT 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: 10,752 shares; 2025Q1: 12,437 shares; 2025Q2: 19,248 shares; 2025Q3: 26,466 shares; 2025Q4: 16,739 shares; 2026Q1: 18,172 shares; 2026Q2: 13,285 shares 13,285 $4.07M 0.64% -4,887 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,595 shares; 2025Q1: 1,837 shares; 2025Q2: 2,206 shares; 2025Q3: 2,577 shares; 2025Q4: 3,041 shares; 2026Q1: 3,162 shares; 2026Q2: 2,931 shares 2,931 $4.05M 0.64% -231 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: 5,748 shares; 2025Q1: 6,703 shares; 2025Q2: 9,045 shares; 2025Q3: 11,312 shares; 2025Q4: 11,442 shares; 2026Q1: 11,747 shares; 2026Q2: 15,923 shares 15,923 $4.04M 0.64% +4,176 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: not reported; 2025Q1: 6,462 shares; 2025Q2: 7,984 shares; 2025Q3: 12,148 shares; 2025Q4: 18,218 shares; 2026Q1: 19,593 shares; 2026Q2: 27,103 shares 27,103 $3.97M 0.63% +7,510 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: 8,564 shares; 2025Q1: 11,033 shares; 2025Q2: 17,197 shares; 2025Q3: 22,158 shares; 2025Q4: 20,237 shares; 2026Q1: 21,599 shares; 2026Q2: 29,248 shares 29,248 $3.76M 0.6% +7,649 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,772 shares; 2025Q1: 15,090 shares; 2025Q2: 18,168 shares; 2025Q3: 26,297 shares; 2025Q4: 32,562 shares; 2026Q1: 44,862 shares; 2026Q2: 42,913 shares 42,913 $3.7M 0.59% -1,949 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,021 shares; 2025Q1: 7,012 shares; 2025Q2: 9,448 shares; 2025Q3: 14,118 shares; 2025Q4: 20,187 shares; 2026Q1: 23,138 shares; 2026Q2: 33,047 shares 33,047 $3.63M 0.57% +9,909 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: 8,720 shares; 2025Q1: 10,966 shares; 2025Q2: 15,681 shares; 2025Q3: 22,404 shares; 2025Q4: 26,955 shares; 2026Q1: 26,762 shares; 2026Q2: 38,444 shares 38,444 $3.52M 0.56% +11,682 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,747 shares; 2025Q1: 9,641 shares; 2025Q2: 13,675 shares; 2025Q3: 15,915 shares; 2025Q4: 19,713 shares; 2026Q1: 25,700 shares; 2026Q2: 30,933 shares 30,933 $3.52M 0.56% +5,233 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,797 shares; 2025Q4: 8,307 shares; 2026Q1: 8,658 shares; 2026Q2: 12,998 shares 12,998 $3.52M 0.56% +4,340 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,294 shares; 2025Q1: 2,958 shares; 2025Q2: 3,998 shares; 2025Q3: 5,412 shares; 2025Q4: 5,807 shares; 2026Q1: 6,289 shares; 2026Q2: 8,587 shares 8,587 $3.46M 0.55% +2,298 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,738 shares 15,738 $3.44M 0.54% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 30,718 shares; 2026Q2: 54,556 shares 54,556 $3.42M 0.54% +23,838 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,639 shares; 2025Q1: 18,015 shares; 2025Q2: 22,584 shares; 2025Q3: 27,875 shares; 2025Q4: 36,261 shares; 2026Q1: 36,196 shares; 2026Q2: 47,507 shares 47,507 $3.42M 0.54% +11,311 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: 13,433 shares; 2025Q1: 3,896 shares; 2025Q2: 5,402 shares; 2025Q3: 7,491 shares; 2025Q4: 8,068 shares; 2026Q1: 9,036 shares; 2026Q2: 10,332 shares 10,332 $3.38M 0.54% +1,296 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,512 shares; 2025Q1: 16,357 shares; 2025Q2: 23,455 shares; 2025Q3: 35,453 shares; 2025Q4: 43,035 shares; 2026Q1: 53,905 shares; 2026Q2: 95,739 shares 95,739 $3.33M 0.53% +41,834 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO 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: 63,540 shares; 2025Q4: 82,968 shares; 2026Q1: 100,047 shares; 2026Q2: 139,107 shares 139,107 $3.29M 0.52% +39,060 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 10,754 shares; 2026Q1: 12,228 shares; 2026Q2: 20,033 shares 20,033 $3.25M 0.51% +7,805 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: 9,066 shares; 2025Q1: 8,961 shares; 2025Q2: 11,827 shares; 2025Q3: 15,309 shares; 2025Q4: 16,607 shares; 2026Q1: 16,590 shares; 2026Q2: 25,360 shares 25,360 $3.2M 0.51% +8,770 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: 5,247 shares; 2025Q1: 6,740 shares; 2025Q2: 10,115 shares; 2025Q3: 12,977 shares; 2025Q4: 14,895 shares; 2026Q1: 15,741 shares; 2026Q2: 23,631 shares 23,631 $3.2M 0.51% +7,890 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,010 shares; 2025Q4: 67,834 shares; 2026Q1: 76,279 shares; 2026Q2: 128,969 shares 128,969 $3.17M 0.5% +52,690 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,262 shares; 2025Q1: 12,271 shares; 2025Q2: 14,050 shares; 2025Q3: 20,258 shares; 2025Q4: 25,976 shares; 2026Q1: 22,028 shares; 2026Q2: 28,436 shares 28,436 $3.08M 0.49% +6,408 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,840 shares; 2025Q1: 30,287 shares; 2025Q2: 39,853 shares; 2025Q3: 52,416 shares; 2025Q4: 71,036 shares; 2026Q1: 78,857 shares; 2026Q2: 115,922 shares 115,922 $3.08M 0.49% +37,065 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,974 shares 30,974 $3.05M 0.48% new 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: 6,664 shares; 2025Q1: 7,790 shares; 2025Q2: 11,365 shares; 2025Q3: 14,311 shares; 2025Q4: 19,332 shares; 2026Q1: 18,503 shares; 2026Q2: 23,178 shares 23,178 $3.01M 0.48% +4,675 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: 19,298 shares; 2025Q1: 24,794 shares; 2025Q2: 31,907 shares; 2025Q3: 42,184 shares; 2025Q4: 52,121 shares; 2026Q1: 49,907 shares; 2026Q2: 69,955 shares 69,955 $2.96M 0.47% +20,048 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: 2,586 shares; 2025Q1: 3,249 shares; 2025Q2: 4,281 shares; 2025Q3: 7,162 shares; 2025Q4: 9,251 shares; 2026Q1: 10,576 shares; 2026Q2: 12,101 shares 12,101 $2.86M 0.45% +1,525 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: 3,632 shares; 2025Q1: 3,874 shares; 2025Q2: 4,546 shares; 2025Q3: 6,357 shares; 2025Q4: 7,367 shares; 2026Q1: 7,691 shares; 2026Q2: 12,847 shares 12,847 $2.84M 0.45% +5,156 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,168 shares; 2025Q1: 4,716 shares; 2025Q2: 5,603 shares; 2025Q3: 7,479 shares; 2025Q4: 8,005 shares; 2026Q1: 7,994 shares; 2026Q2: 11,638 shares 11,638 $2.82M 0.45% +3,644 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: 2,752 shares; 2025Q1: 2,912 shares; 2025Q2: 4,389 shares; 2025Q3: 6,461 shares; 2025Q4: 6,873 shares; 2026Q1: 7,798 shares; 2026Q2: 11,168 shares 11,168 $2.66M 0.42% +3,370 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: 3,652 shares; 2025Q1: 4,270 shares; 2025Q2: 5,320 shares; 2025Q3: 5,858 shares; 2025Q4: 5,576 shares; 2026Q1: 5,153 shares; 2026Q2: 5,284 shares 5,284 $2.64M 0.42% +131 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,670 shares; 2025Q1: 82,953 shares; 2025Q2: 4,184 shares; 2025Q3: 7,852 shares; 2025Q4: 178,128 shares; 2026Q1: not reported; 2026Q2: 31,598 shares 31,598 $2.51M 0.4% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,322 shares; 2026Q1: 11,091 shares; 2026Q2: 17,495 shares 17,495 $2.18M 0.34% +6,404 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: 3,750 shares; 2025Q1: 3,054 shares; 2025Q2: 3,066 shares; 2025Q3: 5,073 shares; 2025Q4: 6,903 shares; 2026Q1: 8,026 shares; 2026Q2: 10,119 shares 10,119 $2.15M 0.34% +2,093 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: 2,316 shares; 2025Q1: 12,659 shares; 2025Q2: 2,918 shares; 2025Q3: 3,358 shares; 2025Q4: 5,413 shares; 2026Q1: 22,514 shares; 2026Q2: 24,386 shares 24,386 $1.96M 0.31% +1,872 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: 5,390 shares; 2025Q1: 6,131 shares; 2025Q2: 6,185 shares; 2025Q3: 6,715 shares; 2025Q4: 6,774 shares; 2026Q1: 12,014 shares; 2026Q2: 12,946 shares 12,946 $1.77M 0.28% +932 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: not reported; 2025Q1: 43,678 shares; 2025Q2: 82,991 shares; 2025Q3: 7,421 shares; 2025Q4: 9,001 shares; 2026Q1: 68,052 shares; 2026Q2: 22,346 shares 22,346 $1.64M 0.26% -45,706 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,766 shares; 2025Q1: 8,151 shares; 2025Q2: 8,264 shares; 2025Q3: 8,469 shares; 2025Q4: 8,325 shares; 2026Q1: 10,698 shares; 2026Q2: 11,112 shares 11,112 $1.52M 0.24% +414 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,719 shares; 2025Q4: 3,812 shares; 2026Q1: 3,987 shares; 2026Q2: 3,942 shares 3,942 $1.47M 0.23% -45 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 921 shares; 2025Q4: 1,313 shares; 2026Q1: 1,583 shares; 2026Q2: 4,010 shares 4,010 $1.42M 0.22% +2,427 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 952 shares; 2025Q4: 1,026 shares; 2026Q1: 1,071 shares; 2026Q2: 1,087 shares 1,087 $1.28M 0.2% +16 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: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 1,095 shares; 2025Q4: 1,368 shares; 2026Q1: 2,141 shares; 2026Q2: 2,962 shares 2,962 $1.25M 0.2% +821 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: 779 shares; 2025Q1: 838 shares; 2025Q2: 1,041 shares; 2025Q3: 1,268 shares; 2025Q4: 1,228 shares; 2026Q1: 1,168 shares; 2026Q2: 9,616 shares 9,616 $1.15M 0.18% +8,448 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: 789 shares; 2025Q1: 824 shares; 2025Q2: 1,134 shares; 2025Q3: 1,238 shares; 2025Q4: 1,211 shares; 2026Q1: 1,396 shares; 2026Q2: 1,455 shares 1,455 $1.09M 0.17% +59 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,684 shares; 2025Q2: 2,586 shares; 2025Q3: 2,866 shares; 2025Q4: 7,925 shares; 2026Q1: 7,530 shares; 2026Q2: 6,597 shares 6,597 $1.04M 0.17% -933 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: not reported; 2025Q1: 66,146 shares; 2025Q2: 2,668 shares; 2025Q3: 118,645 shares; 2025Q4: 231,046 shares; 2026Q1: 264,006 shares; 2026Q2: 19,365 shares 19,365 $984K 0.16% -244,641 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: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 789 shares; 2025Q4: 1,884 shares; 2026Q1: 2,469 shares; 2026Q2: 1,209 shares 1,209 $903K 0.14% -1,260 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,467 shares; 2025Q1: 8,403 shares; 2025Q2: 14,824 shares; 2025Q3: 15,368 shares; 2025Q4: 11,630 shares; 2026Q1: 19,604 shares; 2026Q2: 17,446 shares 17,446 $882K 0.14% -2,158 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: 637 shares; 2025Q1: 641 shares; 2025Q2: 760 shares; 2025Q3: 1,687 shares; 2025Q4: 1,843 shares; 2026Q1: 1,964 shares; 2026Q2: 2,252 shares 2,252 $794K 0.13% +288 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: 66,540 shares; 2025Q1: 71,988 shares; 2025Q2: 4,377 shares; 2025Q3: 2,723 shares; 2025Q4: 127,370 shares; 2026Q1: 154,677 shares; 2026Q2: 8,300 shares 8,300 $689K 0.11% -146,377 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares; 2025Q4: 503 shares; 2026Q1: 594 shares; 2026Q2: 614 shares 614 $654K 0.1% +20 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: 1,342 shares 1,342 $581K 0.09% new Timeline VGIT 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: not reported; 2025Q3: 3,402 shares; 2025Q4: 6,252 shares; 2026Q1: 8,321 shares; 2026Q2: 9,816 shares 9,816 $579K 0.09% +1,495 Timeline VV 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: 1,544 shares; 2025Q1: 1,595 shares; 2025Q2: 1,404 shares; 2025Q3: 1,408 shares; 2025Q4: 2,547 shares; 2026Q1: 1,655 shares; 2026Q2: 1,655 shares 1,655 $569K 0.09% 0 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: 1,542 shares; 2025Q1: 1,557 shares; 2025Q2: 1,776 shares; 2025Q3: 2,024 shares; 2025Q4: 2,302 shares; 2026Q1: 2,408 shares; 2026Q2: 2,253 shares 2,253 $567K 0.09% -155 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: 4,003 shares; 2025Q1: 4,091 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,483 shares; 2026Q1: 5,645 shares; 2026Q2: 5,848 shares 5,848 $565K 0.09% +203 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,593 shares; 2025Q1: 24,491 shares; 2025Q2: 21,393 shares; 2025Q3: not reported; 2025Q4: 21,650 shares; 2026Q1: 21,482 shares; 2026Q2: 19,772 shares 19,772 $558K 0.09% -1,710 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,537 shares; 2026Q2: 2,990 shares 2,990 $554K 0.09% +453 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,091 shares; 2025Q1: 12,125 shares; 2025Q2: 12,158 shares; 2025Q3: 12,455 shares; 2025Q4: 12,619 shares; 2026Q1: 12,654 shares; 2026Q2: 12,654 shares 12,654 $530K 0.08% 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: not loaded; 2024Q4: not reported; 2025Q1: 6,587 shares; 2025Q2: 6,746 shares; 2025Q3: 7,190 shares; 2025Q4: 6,895 shares; 2026Q1: 5,931 shares; 2026Q2: 6,313 shares 6,313 $522K 0.08% +382 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,450 shares; 2026Q1: 11,136 shares; 2026Q2: 5,956 shares 5,956 $509K 0.08% -5,180 Timeline MGK 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: not reported; 2025Q1: not reported; 2025Q2: 858 shares; 2025Q3: 846 shares; 2025Q4: 1,245 shares; 2026Q1: 1,109 shares; 2026Q2: 5,588 shares 5,588 $491K 0.08% +4,479 Timeline SUSL 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: 2,549 shares; 2026Q2: 3,700 shares 3,700 $491K 0.08% +1,151 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: 693 shares; 2025Q1: 849 shares; 2025Q2: 807 shares; 2025Q3: 783 shares; 2025Q4: 906 shares; 2026Q1: 925 shares; 2026Q2: 1,170 shares 1,170 $486K 0.08% +245 Timeline IVW 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: 2,971 shares; 2025Q4: 3,218 shares; 2026Q1: 3,403 shares; 2026Q2: 3,441 shares 3,441 $473K 0.07% +38 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: 108,968 shares; 2025Q1: 6,745 shares; 2025Q2: 6,832 shares; 2025Q3: 6,629 shares; 2025Q4: 6,930 shares; 2026Q1: 6,958 shares; 2026Q2: 7,707 shares 7,707 $413K 0.07% +749 Timeline IUSV 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: 3,430 shares; 2025Q1: 3,808 shares; 2025Q2: 3,826 shares; 2025Q3: 4,672 shares; 2025Q4: 3,832 shares; 2026Q1: 3,826 shares; 2026Q2: 3,730 shares 3,730 $411K 0.07% -96 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: not reported; 2025Q1: 2,326 shares; 2025Q2: 13,209 shares; 2025Q3: 19,369 shares; 2025Q4: 25,960 shares; 2026Q1: 31,451 shares; 2026Q2: 4,485 shares 4,485 $407K 0.06% -26,966 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: 5,117 shares; 2025Q1: 6,333 shares; 2025Q2: 8,128 shares; 2025Q3: 11,613 shares; 2025Q4: 15,486 shares; 2026Q1: not reported; 2026Q2: 1,180 shares 1,180 $402K 0.06% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,269 shares; 2025Q1: not reported; 2025Q2: 1,456 shares; 2025Q3: 1,469 shares; 2025Q4: 1,639 shares; 2026Q1: 1,890 shares; 2026Q2: 2,708 shares 2,708 $397K 0.06% +818 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: 968 shares; 2025Q2: 968 shares; 2025Q3: 1,169 shares; 2025Q4: 1,076 shares; 2026Q1: 1,265 shares; 2026Q2: 1,408 shares 1,408 $396K 0.06% +143 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 9,913 shares; 2026Q1: 11,177 shares; 2026Q2: 7,395 shares 7,395 $395K 0.06% -3,782 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS 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: 1,611 shares 1,611 $394K 0.06% new Timeline XVV 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: 4,910 shares; 2026Q2: 6,885 shares 6,885 $391K 0.06% +1,975 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO 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: 5,032 shares; 2025Q4: 5,064 shares; 2026Q1: 5,064 shares; 2026Q2: 5,063 shares 5,063 $391K 0.06% -1 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: 2,777 shares 2,777 $388K 0.06% new 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: 874 shares; 2025Q4: 697 shares; 2026Q1: 756 shares; 2026Q2: 1,024 shares 1,024 $377K 0.06% +268 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: 724 shares; 2025Q3: 766 shares; 2025Q4: 884 shares; 2026Q1: 958 shares; 2026Q2: 1,098 shares 1,098 $371K 0.06% +140 Timeline ICSH 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: not reported; 2026Q2: 7,305 shares 7,305 $370K 0.06% new Timeline SHYG 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: 5,517 shares; 2026Q1: 5,467 shares; 2026Q2: 8,673 shares 8,673 $368K 0.06% +3,206 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,166 shares; 2025Q3: 8,188 shares; 2025Q4: 8,207 shares; 2026Q1: 8,228 shares; 2026Q2: 8,228 shares 8,228 $365K 0.06% 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: not loaded; 2024Q4: not reported; 2025Q1: 2,958 shares; 2025Q2: 2,998 shares; 2025Q3: 3,792 shares; 2025Q4: 3,682 shares; 2026Q1: 3,720 shares; 2026Q2: 3,783 shares 3,783 $362K 0.06% +63 Timeline PRK PARK NATL CORP More: the full row for PARK NATL 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: 1,940 shares; 2026Q1: 1,953 shares; 2026Q2: 1,966 shares 1,966 $360K 0.06% +13 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,682 shares; 2025Q3: 14,548 shares; 2025Q4: 10,754 shares; 2026Q1: 10,837 shares; 2026Q2: 11,317 shares 11,317 $359K 0.06% +480 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,586 shares; 2025Q4: 2,269 shares; 2026Q1: 2,555 shares; 2026Q2: 3,135 shares 3,135 $355K 0.06% +580 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,922 shares; 2026Q1: 17,922 shares; 2026Q2: 17,922 shares 17,922 $350K 0.06% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,479 shares; 2026Q2: 2,062 shares 2,062 $342K 0.05% +583 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: 3,338 shares; 2025Q1: 3,314 shares; 2025Q2: 3,672 shares; 2025Q3: 3,358 shares; 2025Q4: 3,834 shares; 2026Q1: 4,259 shares; 2026Q2: 3,877 shares 3,877 $340K 0.05% -382 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,653 shares; 2026Q1: 6,687 shares; 2026Q2: 10,987 shares 10,987 $335K 0.05% +4,300 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO 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: 953 shares; 2026Q2: 1,000 shares 1,000 $335K 0.05% +47 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,522 shares; 2026Q1: 13,559 shares; 2026Q2: 3,105 shares 3,105 $334K 0.05% -10,454 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,471 shares; 2025Q1: 5,758 shares; 2025Q2: 5,808 shares; 2025Q3: 8,047 shares; 2025Q4: 8,567 shares; 2026Q1: 7,681 shares; 2026Q2: 6,607 shares 6,607 $332K 0.05% -1,074 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,040 shares 4,040 $328K 0.05% new Timeline IGSB 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: 8,695 shares; 2026Q1: 6,856 shares; 2026Q2: 6,250 shares 6,250 $328K 0.05% -606 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,440 shares; 2026Q1: not reported; 2026Q2: 8,779 shares 8,779 $325K 0.05% new Timeline SPYM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,693 shares; 2026Q1: 3,676 shares; 2026Q2: 3,671 shares 3,671 $323K 0.05% -5 Timeline FLOT 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: not reported; 2026Q2: 6,297 shares 6,297 $321K 0.05% new 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: 15,579 shares; 2025Q1: 16,492 shares; 2025Q2: 20,771 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,710 shares 2,710 $318K 0.05% new Timeline VCIT 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: 2,834 shares; 2025Q3: 2,700 shares; 2025Q4: 2,520 shares; 2026Q1: 3,630 shares; 2026Q2: 3,838 shares 3,838 $317K 0.05% +208 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: 654 shares; 2026Q2: 656 shares 656 $313K 0.05% +2 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: not reported; 2026Q1: 1,298 shares; 2026Q2: 1,486 shares 1,486 $311K 0.05% +188 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,369 shares; 2025Q3: 2,372 shares; 2025Q4: 2,371 shares; 2026Q1: 2,443 shares; 2026Q2: 2,459 shares 2,459 $295K 0.05% +16 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: not reported; 2026Q2: 6,180 shares 6,180 $294K 0.05% new Timeline IUSG 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: 1,538 shares; 2026Q2: 1,540 shares 1,540 $290K 0.05% +2 Timeline XJH 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: not reported; 2026Q2: 5,389 shares 5,389 $281K 0.04% new Timeline USD PROSHARES TR More: the full row for PROSHARES 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: not reported; 2026Q2: 2,693 shares 2,693 $281K 0.04% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,202 shares; 2025Q4: 1,209 shares; 2026Q1: 2,390 shares; 2026Q2: 2,375 shares 2,375 $277K 0.04% -15 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,309 shares 3,309 $274K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 264 shares 264 $267K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 720 shares; 2026Q1: 741 shares; 2026Q2: 852 shares 852 $267K 0.04% +111 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,865 shares; 2026Q1: not reported; 2026Q2: 2,068 shares 2,068 $265K 0.04% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 50,096 shares; 2025Q4: 82,567 shares; 2026Q1: 198,427 shares; 2026Q2: 7,602 shares 7,602 $264K 0.04% -190,825 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I 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: 20,723 shares 20,723 $260K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,728 shares 1,728 $259K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 869 shares; 2025Q4: 719 shares; 2026Q1: 799 shares; 2026Q2: 959 shares 959 $259K 0.04% +160 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: 358 shares 358 $259K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,155 shares 1,155 $257K 0.04% new 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: 1,480 shares; 2025Q1: 1,579 shares; 2025Q2: 1,545 shares; 2025Q3: 1,667 shares; 2025Q4: 1,645 shares; 2026Q1: 1,259 shares; 2026Q2: 1,166 shares 1,166 $257K 0.04% -93 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: not reported; 2026Q2: 4,508 shares 4,508 $257K 0.04% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,187 shares; 2026Q1: 3,218 shares; 2026Q2: 3,299 shares 3,299 $250K 0.04% +81 Timeline NOSIX NORTHERN STOCK INDEX More: the full row for NORTHERN STOCK INDEX 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: 3,329 shares; 2026Q2: 3,329 shares 3,329 $248K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 254 shares 254 $248K 0.04% new 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: not reported; 2026Q2: 831 shares 831 $248K 0.04% new Timeline SPYG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,044 shares; 2026Q2: 2,056 shares 2,056 $245K 0.04% +12 Timeline MRAM EVERSPIN TECHNOLOGIES INC More: the full row for EVERSPIN 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: 10,000 shares 10,000 $242K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,054 shares; 2026Q2: 1,270 shares 1,270 $241K 0.04% +216 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202 shares; 2026Q2: 257 shares 257 $240K 0.04% +55 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 445 shares 445 $228K 0.04% new Timeline IWV 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: 524 shares; 2026Q1: not reported; 2026Q2: 525 shares 525 $224K 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,307 shares; 2026Q2: 4,622 shares 4,622 $224K 0.04% +315 Timeline MGV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,361 shares 1,361 $222K 0.04% new Timeline VGLT 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,863 shares 3,863 $213K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 336 shares 336 $213K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,747 shares 2,747 $212K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,111 shares 1,111 $212K 0.03% new Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V 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: 4,563 shares 4,563 $209K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,406 shares 1,406 $209K 0.03% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,167 shares 3,167 $204K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265 shares 265 $202K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,283 shares; 2026Q2: 1,111 shares 1,111 $201K 0.03% -172 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,680 shares; 2026Q2: 1,583 shares 1,583 $200K 0.03% -97 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 354 shares; 2026Q2: 391 shares 391 $199K 0.03% +37 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 303 shares 303 $199K 0.03% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,825 shares 3,825 $198K 0.03% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,640 shares; 2025Q3: 18,343 shares; 2025Q4: 27,937 shares; 2026Q1: 31,098 shares; 2026Q2: 1,955 shares 1,955 $194K 0.03% -29,143 Timeline KLAC KLA CORP More: the full row for KLA 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: 641 shares 641 $193K 0.03% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,744 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 676 shares 676 $193K 0.03% new Timeline SPYV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,161 shares 3,161 $192K 0.03% new 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: 6,701 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 732 shares 732 $191K 0.03% new Timeline FNDF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,613 shares 3,613 $191K 0.03% new Timeline FNDE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,799 shares 4,799 $190K 0.03% new Timeline FIRY FIRY INC More: the full row for FIRY 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: 11,690 shares 11,690 $119K 0.02% new Timeline