IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411,418 shares; 2024Q4: 408,087 shares; 2025Q1: 417,913 shares; 2025Q2: 420,164 shares; 2025Q3: 419,847 shares; 2025Q4: 414,533 shares; 2026Q1: 415,589 shares; 2026Q2: 415,929 shares 415,929 $311M 33.4% +340 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 356,975 shares; 2025Q2: 592,909 shares; 2025Q3: 599,180 shares; 2025Q4: 605,494 shares; 2026Q1: 744,409 shares; 2026Q2: 751,352 shares 751,352 $121M 13.01% +6,943 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: 1,176,354 shares; 2024Q4: 1,190,768 shares; 2025Q1: 1,239,165 shares; 2025Q2: 1,261,373 shares; 2025Q3: 1,268,564 shares; 2025Q4: 1,273,105 shares; 2026Q1: 1,299,753 shares; 2026Q2: 1,307,580 shares 1,307,580 $101M 10.81% +7,827 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: 1,352,484 shares; 2024Q4: 1,358,164 shares; 2025Q1: 1,302,890 shares; 2025Q2: 1,284,284 shares; 2025Q3: 1,303,535 shares; 2025Q4: 1,285,360 shares; 2026Q1: 1,240,204 shares; 2026Q2: 1,250,803 shares 1,250,803 $89.1M 9.56% +10,599 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: 306,421 shares; 2024Q4: 308,534 shares; 2025Q1: 333,141 shares; 2025Q2: 345,199 shares; 2025Q3: 347,661 shares; 2025Q4: 348,630 shares; 2026Q1: 352,704 shares; 2026Q2: 354,167 shares 354,167 $52.5M 5.63% +1,463 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 482,978 shares; 2026Q2: 503,718 shares 503,718 $30.4M 3.26% +20,740 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,096 shares; 2024Q4: 286,673 shares; 2025Q1: 326,169 shares; 2025Q2: 324,394 shares; 2025Q3: 329,456 shares; 2025Q4: 324,397 shares; 2026Q1: 385,033 shares; 2026Q2: 391,645 shares 391,645 $20.7M 2.22% +6,612 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: 53,223 shares; 2024Q4: 53,324 shares; 2025Q1: 58,417 shares; 2025Q2: 54,010 shares; 2025Q3: 60,363 shares; 2025Q4: 61,329 shares; 2026Q1: 65,180 shares; 2026Q2: 67,560 shares 67,560 $19.5M 2.1% +2,380 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: 40,045 shares; 2024Q4: 39,905 shares; 2025Q1: 39,648 shares; 2025Q2: 37,741 shares; 2025Q3: 37,303 shares; 2025Q4: 36,494 shares; 2026Q1: 36,104 shares; 2026Q2: 214,634 shares 214,634 $18.5M 1.98% +178,530 Timeline SCHF 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: 373,172 shares; 2024Q4: 734,619 shares; 2025Q1: 718,640 shares; 2025Q2: 692,866 shares; 2025Q3: 682,477 shares; 2025Q4: 674,054 shares; 2026Q1: 667,274 shares; 2026Q2: 659,973 shares 659,973 $18.3M 1.96% -7,301 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: 19,280 shares; 2024Q4: 18,470 shares; 2025Q1: 18,409 shares; 2025Q2: 17,830 shares; 2025Q3: 17,462 shares; 2025Q4: 16,374 shares; 2026Q1: 16,365 shares; 2026Q2: 16,006 shares 16,006 $12M 1.28% -359 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: 50,135 shares; 2024Q4: 50,135 shares; 2025Q1: 49,865 shares; 2025Q2: 48,287 shares; 2025Q3: 47,181 shares; 2025Q4: 45,331 shares; 2026Q1: 46,198 shares; 2026Q2: 44,913 shares 44,913 $9.79M 1.05% -1,285 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,422 shares; 2024Q4: 438,743 shares; 2025Q1: 387,244 shares; 2025Q2: 378,230 shares; 2025Q3: 372,852 shares; 2025Q4: 354,436 shares; 2026Q1: 342,298 shares; 2026Q2: 328,089 shares 328,089 $9.66M 1.04% -14,209 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 94,776 shares 94,776 $7.83M 0.84% new 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: 2,444 shares; 2024Q4: 2,618 shares; 2025Q1: 10,879 shares; 2025Q2: 11,238 shares; 2025Q3: 17,935 shares; 2025Q4: 19,905 shares; 2026Q1: 25,192 shares; 2026Q2: 28,742 shares 28,742 $5.75M 0.62% +3,550 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,157 shares; 2024Q4: 29,683 shares; 2025Q1: 31,276 shares; 2025Q2: 31,453 shares; 2025Q3: 32,541 shares; 2025Q4: 35,770 shares; 2026Q1: 32,560 shares; 2026Q2: 32,609 shares 32,609 $5.34M 0.57% +49 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: 5,879 shares; 2024Q4: 5,905 shares; 2025Q1: 6,275 shares; 2025Q2: 6,906 shares; 2025Q3: 7,232 shares; 2025Q4: 7,257 shares; 2026Q1: 7,272 shares; 2026Q2: 7,209 shares 7,209 $4.95M 0.53% -63 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: 5,453 shares; 2024Q4: 5,118 shares; 2025Q1: 7,721 shares; 2025Q2: 7,604 shares; 2025Q3: 8,995 shares; 2025Q4: 9,059 shares; 2026Q1: 9,691 shares; 2026Q2: 11,924 shares 11,924 $4.45M 0.48% +2,233 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,069 shares; 2024Q4: 151,333 shares; 2025Q1: 148,150 shares; 2025Q2: 167,388 shares; 2025Q3: 161,982 shares; 2025Q4: 159,117 shares; 2026Q1: 157,971 shares; 2026Q2: 144,057 shares 144,057 $4.17M 0.45% -13,914 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: 252,178 shares; 2024Q4: 255,257 shares; 2025Q1: 265,727 shares; 2025Q2: 267,604 shares; 2025Q3: 269,040 shares; 2025Q4: 267,563 shares; 2026Q1: 18,883 shares; 2026Q2: 16,745 shares 16,745 $3.96M 0.42% -2,138 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 6,652 shares; 2025Q3: 7,007 shares; 2025Q4: 7,091 shares; 2026Q1: 7,535 shares; 2026Q2: 7,747 shares 7,747 $3.36M 0.36% +212 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: 7,718 shares; 2024Q4: 7,673 shares; 2025Q1: 7,673 shares; 2025Q2: 7,673 shares; 2025Q3: 7,607 shares; 2025Q4: 7,556 shares; 2026Q1: 7,556 shares; 2026Q2: 7,516 shares 7,516 $3.2M 0.34% -40 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,433 shares; 2024Q4: 15,433 shares; 2025Q1: 15,581 shares; 2025Q2: 15,581 shares; 2025Q3: 15,581 shares; 2025Q4: 15,606 shares; 2026Q1: 15,654 shares; 2026Q2: 16,203 shares 16,203 $2.47M 0.26% +549 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 reported; 2024Q4: not reported; 2025Q1: 3,002 shares; 2025Q2: 2,575 shares; 2025Q3: 3,628 shares; 2025Q4: 4,162 shares; 2026Q1: 5,588 shares; 2026Q2: 6,903 shares 6,903 $2.47M 0.26% +1,315 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,116 shares; 2024Q4: 34,383 shares; 2025Q1: 43,252 shares; 2025Q2: 39,504 shares; 2025Q3: 41,665 shares; 2025Q4: 46,782 shares; 2026Q1: 48,262 shares; 2026Q2: 48,782 shares 48,782 $2.31M 0.25% +520 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: 1,883 shares; 2024Q4: 1,998 shares; 2025Q1: 5,681 shares; 2025Q2: 5,284 shares; 2025Q3: 6,817 shares; 2025Q4: 7,426 shares; 2026Q1: 8,677 shares; 2026Q2: 9,405 shares 9,405 $2.24M 0.24% +728 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,855 shares; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 3,855 shares; 2025Q3: 3,855 shares; 2025Q4: 3,855 shares; 2026Q1: 3,855 shares; 2026Q2: 16,252 shares 16,252 $2.02M 0.22% +12,397 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,902 shares; 2024Q4: 17,491 shares; 2025Q1: 16,276 shares; 2025Q2: 15,891 shares; 2025Q3: 16,341 shares; 2025Q4: 17,665 shares; 2026Q1: 18,918 shares; 2026Q2: 19,007 shares 19,007 $1.95M 0.21% +89 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: 9,717 shares; 2024Q4: 9,717 shares; 2025Q1: 10,173 shares; 2025Q2: 10,436 shares; 2025Q3: 10,597 shares; 2025Q4: 9,872 shares; 2026Q1: 10,117 shares; 2026Q2: 10,749 shares 10,749 $1.94M 0.21% +632 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,138 shares; 2025Q3: 2,168 shares; 2025Q4: 3,137 shares; 2026Q1: 4,486 shares; 2026Q2: 5,147 shares 5,147 $1.94M 0.21% +661 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: 987 shares; 2024Q4: 989 shares; 2025Q1: 1,367 shares; 2025Q2: 1,374 shares; 2025Q3: 1,427 shares; 2025Q4: 1,477 shares; 2026Q1: 1,774 shares; 2026Q2: 1,798 shares 1,798 $1.91M 0.21% +24 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: 8,346 shares; 2024Q4: 8,330 shares; 2025Q1: 8,380 shares; 2025Q2: 31,024 shares; 2025Q3: 24,680 shares; 2025Q4: 24,621 shares; 2026Q1: 24,268 shares; 2026Q2: 24,267 shares 24,267 $1.78M 0.19% -1 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 reported; 2024Q4: not reported; 2025Q1: 2,213 shares; 2025Q2: 1,907 shares; 2025Q3: 2,766 shares; 2025Q4: 3,220 shares; 2026Q1: 4,080 shares; 2026Q2: 5,004 shares 5,004 $1.77M 0.19% +924 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: 2,338 shares; 2024Q4: 2,338 shares; 2025Q1: 2,921 shares; 2025Q2: 2,830 shares; 2025Q3: 2,359 shares; 2025Q4: 2,942 shares; 2026Q1: 2,952 shares; 2026Q2: 3,417 shares 3,417 $1.71M 0.18% +465 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,584 shares; 2025Q1: 14,210 shares; 2025Q2: 14,489 shares; 2025Q3: 23,400 shares; 2025Q4: 23,538 shares; 2026Q1: 47,435 shares; 2026Q2: 47,435 shares 47,435 $1.58M 0.17% 0 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: 559 shares; 2024Q4: 565 shares; 2025Q1: 880 shares; 2025Q2: 732 shares; 2025Q3: 591 shares; 2025Q4: 887 shares; 2026Q1: 982 shares; 2026Q2: 1,266 shares 1,266 $1.52M 0.16% +284 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,241 shares; 2024Q4: 22,618 shares; 2025Q1: 25,174 shares; 2025Q2: 24,891 shares; 2025Q3: 26,352 shares; 2025Q4: 29,097 shares; 2026Q1: 26,814 shares; 2026Q2: 26,808 shares 26,808 $1.5M 0.16% -6 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,873 shares; 2025Q3: 11,896 shares; 2025Q4: 11,896 shares; 2026Q1: 13,501 shares; 2026Q2: 13,501 shares 13,501 $1.45M 0.16% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,251 shares; 2024Q4: 10,251 shares; 2025Q1: 10,251 shares; 2025Q2: 10,251 shares; 2025Q3: 10,251 shares; 2025Q4: 10,251 shares; 2026Q1: 10,251 shares; 2026Q2: 10,251 shares 10,251 $1.4M 0.15% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976 shares; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 2,551 shares; 2025Q3: 2,868 shares; 2025Q4: 3,002 shares; 2026Q1: 3,985 shares; 2026Q2: 4,236 shares 4,236 $1.39M 0.15% +251 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: 8,138 shares; 2024Q4: 7,647 shares; 2025Q1: 6,673 shares; 2025Q2: 6,631 shares; 2025Q3: 7,018 shares; 2025Q4: 14,587 shares; 2026Q1: 14,217 shares; 2026Q2: 14,039 shares 14,039 $1.36M 0.15% -178 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,868 shares; 2024Q4: 24,868 shares; 2025Q1: 21,997 shares; 2025Q2: 21,997 shares; 2025Q3: 21,997 shares; 2025Q4: 21,997 shares; 2026Q1: 21,997 shares; 2026Q2: 21,997 shares 21,997 $1.11M 0.12% 0 Timeline JPUS 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: 516,873 shares; 2024Q4: 526,199 shares; 2025Q1: 236,118 shares; 2025Q2: 21,694 shares; 2025Q3: 15,002 shares; 2025Q4: 12,079 shares; 2026Q1: 8,523 shares; 2026Q2: 7,922 shares 7,922 $1.11M 0.12% -601 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 reported; 2024Q4: 607 shares; 2025Q1: 1,893 shares; 2025Q2: 1,849 shares; 2025Q3: 1,708 shares; 2025Q4: 2,224 shares; 2026Q1: 2,448 shares; 2026Q2: 2,591 shares 2,591 $1.09M 0.12% +143 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 691 shares; 2026Q2: 931 shares 931 $1.07M 0.12% +240 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,000 shares; 2024Q4: 39,000 shares; 2025Q1: 73,000 shares; 2025Q2: 73,000 shares; 2025Q3: 73,000 shares; 2025Q4: 73,000 shares; 2026Q1: 103,000 shares; 2026Q2: 103,000 shares 103,000 $1.02M 0.11% 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: 2,869 shares; 2024Q4: 2,869 shares; 2025Q1: 2,869 shares; 2025Q2: 3,464 shares; 2025Q3: 3,388 shares; 2025Q4: 3,433 shares; 2026Q1: 3,425 shares; 2026Q2: 3,594 shares 3,594 $1.01M 0.11% +169 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,123 shares; 2026Q2: 1,266 shares 1,266 $915K 0.1% +143 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 reported; 2024Q4: 680 shares; 2025Q1: 1,313 shares; 2025Q2: 1,292 shares; 2025Q3: 946 shares; 2025Q4: 2,796 shares; 2026Q1: 706 shares; 2026Q2: 2,663 shares 2,663 $914K 0.1% +1,957 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,079 shares; 2026Q2: 1,553 shares 1,553 $902K 0.1% +474 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,893 shares; 2025Q4: 2,048 shares; 2026Q1: 3,419 shares; 2026Q2: 3,514 shares 3,514 $892K 0.1% +95 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: 377 shares; 2024Q4: 412 shares; 2025Q1: 1,219 shares; 2025Q2: 1,205 shares; 2025Q3: 1,557 shares; 2025Q4: 748 shares; 2026Q1: 2,156 shares; 2026Q2: 1,529 shares 1,529 $861K 0.09% -627 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,653 shares; 2024Q4: 25,664 shares; 2025Q1: 25,497 shares; 2025Q2: 25,319 shares; 2025Q3: 25,132 shares; 2025Q4: 24,531 shares; 2026Q1: 23,797 shares; 2026Q2: 22,540 shares 22,540 $831K 0.09% -1,257 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,857 shares; 2024Q4: 12,857 shares; 2025Q1: 12,857 shares; 2025Q2: 13,584 shares; 2025Q3: 12,988 shares; 2025Q4: 13,254 shares; 2026Q1: 13,787 shares; 2026Q2: 14,097 shares 14,097 $815K 0.09% +310 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 reported; 2024Q4: not reported; 2025Q1: 5,505 shares; 2025Q2: 3,199 shares; 2025Q3: 4,981 shares; 2025Q4: 3,962 shares; 2026Q1: 5,585 shares; 2026Q2: 6,732 shares 6,732 $791K 0.08% +1,147 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 reported; 2024Q4: 1,069 shares; 2025Q1: 1,115 shares; 2025Q2: 2,185 shares; 2025Q3: 2,066 shares; 2025Q4: 2,066 shares; 2026Q1: 2,819 shares; 2026Q2: 2,055 shares 2,055 $760K 0.08% -764 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: 1,425 shares; 2024Q4: 1,200 shares; 2025Q1: 1,962 shares; 2025Q2: 1,567 shares; 2025Q3: 2,462 shares; 2025Q4: 3,282 shares; 2026Q1: 2,637 shares; 2026Q2: 2,879 shares 2,879 $724K 0.08% +242 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,857 shares; 2026Q2: 5,063 shares 5,063 $707K 0.08% +206 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,052 shares; 2024Q4: not reported; 2025Q1: 1,798 shares; 2025Q2: 1,787 shares; 2025Q3: 1,963 shares; 2025Q4: 1,167 shares; 2026Q1: 1,980 shares; 2026Q2: 2,206 shares 2,206 $657K 0.07% +226 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: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 891 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $656K 0.07% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 558 shares; 2025Q2: 482 shares; 2025Q3: 595 shares; 2025Q4: 664 shares; 2026Q1: 1,134 shares; 2026Q2: 1,259 shares 1,259 $653K 0.07% +125 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 reported; 2024Q4: not reported; 2025Q1: 289 shares; 2025Q2: 293 shares; 2025Q3: 240 shares; 2025Q4: 243 shares; 2026Q1: 819 shares; 2026Q2: 683 shares 683 $639K 0.07% -136 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 reported; 2024Q4: not reported; 2025Q1: 1,067 shares; 2025Q2: not reported; 2025Q3: 1,405 shares; 2025Q4: 1,305 shares; 2026Q1: 647 shares; 2026Q2: 1,761 shares 1,761 $621K 0.07% +1,114 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,665 shares; 2024Q4: 113,665 shares; 2025Q1: 180,586 shares; 2025Q2: 169,560 shares; 2025Q3: 139,560 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $616K 0.07% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,451 shares; 2024Q4: 39,451 shares; 2025Q1: 41,913 shares; 2025Q2: 41,913 shares; 2025Q3: 41,508 shares; 2025Q4: 41,881 shares; 2026Q1: 41,520 shares; 2026Q2: 43,972 shares 43,972 $611K 0.07% +2,452 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,836 shares; 2024Q4: 8,836 shares; 2025Q1: 8,836 shares; 2025Q2: 8,436 shares; 2025Q3: 8,436 shares; 2025Q4: 8,244 shares; 2026Q1: 7,844 shares; 2026Q2: 7,844 shares 7,844 $593K 0.06% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,552 shares; 2025Q3: 2,454 shares; 2025Q4: 2,909 shares; 2026Q1: 4,498 shares; 2026Q2: 4,146 shares 4,146 $567K 0.06% -352 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: 1,741 shares; 2024Q4: 1,561 shares; 2025Q1: 2,068 shares; 2025Q2: 2,454 shares; 2025Q3: 1,561 shares; 2025Q4: 1,954 shares; 2026Q1: 1,867 shares; 2026Q2: 3,778 shares 3,778 $554K 0.06% +1,911 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 reported; 2024Q4: not reported; 2025Q1: 1,058 shares; 2025Q2: 869 shares; 2025Q3: 999 shares; 2025Q4: 1,090 shares; 2026Q1: 1,329 shares; 2026Q2: 1,571 shares 1,571 $531K 0.06% +242 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 437 shares; 2026Q2: 449 shares 449 $528K 0.06% +12 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 805 shares; 2025Q3: 948 shares; 2025Q4: 1,027 shares; 2026Q1: 1,125 shares; 2026Q2: 1,348 shares 1,348 $504K 0.05% +223 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,675 shares; 2024Q4: 14,878 shares; 2025Q1: 14,740 shares; 2025Q2: 14,675 shares; 2025Q3: 14,585 shares; 2025Q4: 14,468 shares; 2026Q1: 13,897 shares; 2026Q2: 13,702 shares 13,702 $495K 0.05% -195 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: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,461 shares; 2025Q2: 1,447 shares; 2025Q3: 1,519 shares; 2025Q4: 1,558 shares; 2026Q1: 1,733 shares; 2026Q2: 1,808 shares 1,808 $489K 0.05% +75 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,951 shares; 2025Q4: 2,158 shares; 2026Q1: 4,583 shares; 2026Q2: 4,296 shares 4,296 $487K 0.05% -287 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149 shares; 2026Q2: 1,609 shares 1,609 $485K 0.05% +1,460 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,107 shares; 2026Q1: 2,770 shares; 2026Q2: 3,413 shares 3,413 $478K 0.05% +643 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,798 shares; 2025Q2: 2,847 shares; 2025Q3: 2,839 shares; 2025Q4: 2,847 shares; 2026Q1: 2,700 shares; 2026Q2: 2,790 shares 2,790 $458K 0.05% +90 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,081 shares 1,081 $449K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,127 shares; 2026Q1: 3,598 shares; 2026Q2: 3,428 shares 3,428 $440K 0.05% -170 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,244 shares 1,244 $424K 0.05% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 417 shares 417 $402K 0.04% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,345 shares 1,345 $401K 0.04% new 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: 1,763 shares; 2024Q4: 1,763 shares; 2025Q1: 3,048 shares; 2025Q2: 2,251 shares; 2025Q3: 2,852 shares; 2025Q4: 3,281 shares; 2026Q1: 2,328 shares; 2026Q2: 2,372 shares 2,372 $393K 0.04% +44 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 386 shares 386 $390K 0.04% +101 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,839 shares 1,839 $384K 0.04% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,639 shares; 2026Q1: 4,639 shares; 2026Q2: 4,639 shares 4,639 $350K 0.04% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 448 shares 448 $342K 0.04% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,254 shares; 2024Q4: 2,254 shares; 2025Q1: 2,407 shares; 2025Q2: 2,392 shares; 2025Q3: 2,392 shares; 2025Q4: 2,358 shares; 2026Q1: 2,197 shares; 2026Q2: 2,138 shares 2,138 $334K 0.04% -59 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414 shares; 2025Q3: 493 shares; 2025Q4: 739 shares; 2026Q1: 1,239 shares; 2026Q2: 628 shares 628 $322K 0.03% -611 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,874 shares 1,874 $318K 0.03% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 727 shares; 2026Q2: 784 shares 784 $311K 0.03% +57 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,334 shares; 2026Q1: 2,042 shares; 2026Q2: 2,015 shares 2,015 $305K 0.03% -27 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,463 shares; 2026Q2: 1,563 shares 1,563 $297K 0.03% +100 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 reported; 2024Q4: not reported; 2025Q1: 6,117 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,080 shares; 2026Q1: 4,197 shares; 2026Q2: 5,121 shares 5,121 $292K 0.03% +924 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,713 shares 7,713 $284K 0.03% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,953 shares 1,953 $282K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,634 shares; 2025Q4: 1,859 shares; 2026Q1: 2,872 shares; 2026Q2: 2,404 shares 2,404 $280K 0.03% -468 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 507 shares; 2025Q2: not reported; 2025Q3: 560 shares; 2025Q4: 597 shares; 2026Q1: 752 shares; 2026Q2: 554 shares 554 $278K 0.03% -198 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610 shares; 2026Q2: 654 shares 654 $266K 0.03% +44 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,529 shares; 2026Q1: 1,788 shares; 2026Q2: 1,500 shares 1,500 $264K 0.03% -288 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 549 shares 549 $262K 0.03% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,680 shares; 2026Q1: 4,821 shares; 2026Q2: 4,788 shares 4,788 $262K 0.03% -33 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 454 shares; 2026Q1: 575 shares; 2026Q2: 527 shares 527 $262K 0.03% -48 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,265 shares 1,265 $254K 0.03% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,175 shares 4,175 $252K 0.03% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,555 shares; 2026Q2: 1,711 shares 1,711 $250K 0.03% +156 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 917 shares 917 $249K 0.03% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 346 shares 346 $249K 0.03% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 829 shares; 2026Q2: 910 shares 910 $245K 0.03% +81 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 reported; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 719 shares; 2025Q3: 661 shares; 2025Q4: 785 shares; 2026Q1: 1,067 shares; 2026Q2: 907 shares 907 $245K 0.03% -160 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 984 shares 984 $242K 0.03% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645 shares; 2026Q2: 567 shares 567 $242K 0.03% -78 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,274 shares 4,274 $241K 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,071 shares 1,071 $240K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,304 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,529 shares; 2026Q2: 1,530 shares 1,530 $240K 0.03% +1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 363 shares; 2026Q2: 359 shares 359 $228K 0.02% -4 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,874 shares; 2025Q3: 2,854 shares; 2025Q4: 2,718 shares; 2026Q1: 2,568 shares; 2026Q2: 2,554 shares 2,554 $226K 0.02% -14 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49 shares; 2026Q2: 1,263 shares 1,263 $225K 0.02% +1,214 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,890 shares; 2026Q1: not reported; 2026Q2: 1,890 shares 1,890 $225K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,906 shares 1,906 $224K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,721 shares 2,721 $221K 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96 shares 96 $218K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,987 shares; 2026Q2: 8,876 shares 8,876 $214K 0.02% -2,111 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: 4,157 shares; 2024Q4: 4,157 shares; 2025Q1: 4,157 shares; 2025Q2: 4,157 shares; 2025Q3: 4,157 shares; 2025Q4: 4,157 shares; 2026Q1: 4,157 shares; 2026Q2: 4,157 shares 4,157 $210K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,548 shares 1,548 $210K 0.02% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 862 shares 862 $209K 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 320 shares 320 $204K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,548 shares; 2026Q2: 1,613 shares 1,613 $204K 0.02% +65 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 754 shares 754 $203K 0.02% new Timeline