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: 132,602 shares; 2024Q4: 130,254 shares; 2025Q1: 127,851 shares; 2025Q2: 126,859 shares; 2025Q3: 125,662 shares; 2025Q4: 123,770 shares; 2026Q1: 122,346 shares; 2026Q2: 120,983 shares 120,983 $90.3M 8.58% -1,363 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: 676,005 shares; 2024Q4: 683,771 shares; 2025Q1: 705,870 shares; 2025Q2: 707,403 shares; 2025Q3: 727,375 shares; 2025Q4: 753,414 shares; 2026Q1: 775,486 shares; 2026Q2: 820,804 shares 820,804 $63.3M 6.01% +45,318 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: 64,233 shares; 2024Q4: 63,975 shares; 2025Q1: 64,638 shares; 2025Q2: 63,649 shares; 2025Q3: 65,646 shares; 2025Q4: 65,950 shares; 2026Q1: 69,121 shares; 2026Q2: 72,750 shares 72,750 $54.5M 5.18% +3,629 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,661 shares; 2024Q4: 70,064 shares; 2025Q1: 69,301 shares; 2025Q2: 68,185 shares; 2025Q3: 67,000 shares; 2025Q4: 66,505 shares; 2026Q1: 65,441 shares; 2026Q2: 63,792 shares 63,792 $44.9M 4.26% -1,649 Timeline SPTS 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: 1,027,547 shares; 2024Q4: 1,194,790 shares; 2025Q1: 1,299,402 shares; 2025Q2: 1,380,951 shares; 2025Q3: 1,498,106 shares; 2025Q4: 1,643,042 shares; 2026Q1: 1,746,779 shares; 2026Q2: 1,521,466 shares 1,521,466 $44.1M 4.19% -225,313 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530,392 shares; 2024Q4: 609,187 shares; 2025Q1: 665,744 shares; 2025Q2: 705,265 shares; 2025Q3: 748,400 shares; 2025Q4: 814,006 shares; 2026Q1: 866,281 shares; 2026Q2: 756,714 shares 756,714 $44M 4.18% -109,567 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038,686 shares; 2024Q4: 1,219,842 shares; 2025Q1: 1,281,396 shares; 2025Q2: 1,274,693 shares; 2025Q3: 1,320,521 shares; 2025Q4: 1,367,824 shares; 2026Q1: 1,398,461 shares; 2026Q2: 1,454,168 shares 1,454,168 $41.3M 3.92% +55,707 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: 511,999 shares; 2024Q4: 598,180 shares; 2025Q1: 626,132 shares; 2025Q2: 621,862 shares; 2025Q3: 636,482 shares; 2025Q4: 656,370 shares; 2026Q1: 667,704 shares; 2026Q2: 695,107 shares 695,107 $41M 3.9% +27,403 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,584 shares; 2024Q4: 183,848 shares; 2025Q1: 190,471 shares; 2025Q2: 182,558 shares; 2025Q3: 184,408 shares; 2025Q4: 189,750 shares; 2026Q1: 188,771 shares; 2026Q2: 370,555 shares 370,555 $35M 3.33% +181,784 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: 273,817 shares; 2024Q4: 284,249 shares; 2025Q1: 305,797 shares; 2025Q2: 318,081 shares; 2025Q3: 332,641 shares; 2025Q4: 343,404 shares; 2026Q1: 352,248 shares; 2026Q2: 358,502 shares 358,502 $34.6M 3.29% +6,254 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: 493,738 shares; 2024Q4: 451,834 shares; 2025Q1: 442,522 shares; 2025Q2: 442,935 shares; 2025Q3: 441,877 shares; 2025Q4: 429,628 shares; 2026Q1: 428,878 shares; 2026Q2: 427,673 shares 427,673 $25.5M 2.43% -1,205 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: 300,096 shares; 2024Q4: 299,599 shares; 2025Q1: 299,638 shares; 2025Q2: 301,480 shares; 2025Q3: 315,710 shares; 2025Q4: 323,176 shares; 2026Q1: 326,609 shares; 2026Q2: 335,574 shares 335,574 $23.9M 2.27% +8,965 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,016 shares; 2024Q4: 244,005 shares; 2025Q1: 243,289 shares; 2025Q2: 240,528 shares; 2025Q3: 234,528 shares; 2025Q4: 238,998 shares; 2026Q1: 233,458 shares; 2026Q2: 225,974 shares 225,974 $23.5M 2.23% -7,484 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: 229,922 shares; 2024Q4: 242,881 shares; 2025Q1: 245,150 shares; 2025Q2: 246,971 shares; 2025Q3: 253,360 shares; 2025Q4: 251,171 shares; 2026Q1: 253,371 shares; 2026Q2: 253,287 shares 253,287 $21M 1.99% -84 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: 59,096 shares; 2024Q4: 58,931 shares; 2025Q1: 56,576 shares; 2025Q2: 56,458 shares; 2025Q3: 55,191 shares; 2025Q4: 58,869 shares; 2026Q1: 55,974 shares; 2026Q2: 55,487 shares 55,487 $20.5M 1.95% -487 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,428 shares; 2024Q4: 179,622 shares; 2025Q1: 182,440 shares; 2025Q2: 174,789 shares; 2025Q3: 179,998 shares; 2025Q4: 186,931 shares; 2026Q1: 190,454 shares; 2026Q2: 192,435 shares 192,435 $19.7M 1.87% +1,981 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: 335,156 shares; 2024Q4: 364,373 shares; 2025Q1: 369,924 shares; 2025Q2: 354,172 shares; 2025Q3: 365,837 shares; 2025Q4: 379,958 shares; 2026Q1: 387,498 shares; 2026Q2: 390,446 shares 390,446 $19.6M 1.86% +2,948 Timeline VSS 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: 103,968 shares; 2024Q4: 108,720 shares; 2025Q1: 112,679 shares; 2025Q2: 117,911 shares; 2025Q3: 120,027 shares; 2025Q4: 122,406 shares; 2026Q1: 123,899 shares; 2026Q2: 124,832 shares 124,832 $19.3M 1.83% +933 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: 25,975 shares; 2024Q4: 50,989 shares; 2025Q1: 50,096 shares; 2025Q2: 48,528 shares; 2025Q3: 48,935 shares; 2025Q4: 48,098 shares; 2026Q1: 55,922 shares; 2026Q2: 55,176 shares 55,176 $18.8M 1.79% -746 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,943 shares; 2024Q4: 75,311 shares; 2025Q1: 76,573 shares; 2025Q2: 62,968 shares; 2025Q3: 62,381 shares; 2025Q4: 60,144 shares; 2026Q1: 59,981 shares; 2026Q2: 60,455 shares 60,455 $18.2M 1.73% +474 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,973 shares; 2024Q4: 364,378 shares; 2025Q1: 371,239 shares; 2025Q2: 360,352 shares; 2025Q3: 369,412 shares; 2025Q4: 380,968 shares; 2026Q1: 390,279 shares; 2026Q2: 408,574 shares 408,574 $18.1M 1.72% +18,295 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: 27,046 shares; 2024Q4: 26,951 shares; 2025Q1: 28,084 shares; 2025Q2: 23,830 shares; 2025Q3: 23,833 shares; 2025Q4: 22,235 shares; 2026Q1: 22,994 shares; 2026Q2: 20,678 shares 20,678 $15.8M 1.5% -2,316 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,986 shares; 2024Q4: 30,818 shares; 2025Q1: 30,821 shares; 2025Q2: 29,959 shares; 2025Q3: 29,594 shares; 2025Q4: 28,611 shares; 2026Q1: 28,523 shares; 2026Q2: 28,238 shares 28,238 $14M 1.33% -285 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,594 shares; 2024Q4: 57,633 shares; 2025Q1: 107,267 shares; 2025Q2: 138,081 shares; 2025Q3: 140,294 shares; 2025Q4: 140,228 shares; 2026Q1: 141,781 shares; 2026Q2: 142,870 shares 142,870 $13.3M 1.27% +1,089 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: 36,526 shares; 2024Q4: 36,670 shares; 2025Q1: 36,172 shares; 2025Q2: 35,739 shares; 2025Q3: 35,398 shares; 2025Q4: 34,534 shares; 2026Q1: 33,438 shares; 2026Q2: 35,620 shares 35,620 $13.3M 1.26% +2,182 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,832 shares; 2024Q4: 26,796 shares; 2025Q1: 26,717 shares; 2025Q2: 25,744 shares; 2025Q3: 25,411 shares; 2025Q4: 24,401 shares; 2026Q1: 24,293 shares; 2026Q2: 24,153 shares 24,153 $12.6M 1.2% -140 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: 91,180 shares; 2024Q4: 89,642 shares; 2025Q1: 89,238 shares; 2025Q2: 86,623 shares; 2025Q3: 86,006 shares; 2025Q4: 82,436 shares; 2026Q1: 82,308 shares; 2026Q2: 81,021 shares 81,021 $11.7M 1.11% -1,287 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: 38,632 shares; 2024Q4: 38,361 shares; 2025Q1: 38,334 shares; 2025Q2: 38,018 shares; 2025Q3: 38,207 shares; 2025Q4: 41,191 shares; 2026Q1: 41,490 shares; 2026Q2: 37,224 shares 37,224 $11.1M 1.05% -4,266 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: 39,137 shares; 2024Q4: 38,761 shares; 2025Q1: 38,139 shares; 2025Q2: 37,313 shares; 2025Q3: 37,669 shares; 2025Q4: 35,901 shares; 2026Q1: 36,987 shares; 2026Q2: 37,872 shares 37,872 $10.6M 1.01% +885 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,880 shares; 2024Q4: 184,422 shares; 2025Q1: 177,325 shares; 2025Q2: 180,047 shares; 2025Q3: 173,639 shares; 2025Q4: 163,185 shares; 2026Q1: 160,027 shares; 2026Q2: 155,651 shares 155,651 $10.6M 1.01% -4,376 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,883 shares; 2024Q4: 32,771 shares; 2025Q1: 31,708 shares; 2025Q2: 33,665 shares; 2025Q3: 57,686 shares; 2025Q4: 84,397 shares; 2026Q1: 118,047 shares; 2026Q2: 98,419 shares 98,419 $9.91M 0.94% -19,628 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: 40,867 shares; 2024Q4: 38,983 shares; 2025Q1: 37,515 shares; 2025Q2: 34,563 shares; 2025Q3: 34,747 shares; 2025Q4: 34,127 shares; 2026Q1: 33,792 shares; 2026Q2: 33,422 shares 33,422 $9.67M 0.92% -370 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,200 shares; 2024Q4: 129,427 shares; 2025Q1: 133,716 shares; 2025Q2: 138,045 shares; 2025Q3: 141,390 shares; 2025Q4: 143,794 shares; 2026Q1: 145,956 shares; 2026Q2: 146,694 shares 146,694 $9.49M 0.9% +738 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,550 shares; 2024Q4: 23,755 shares; 2025Q1: 23,876 shares; 2025Q2: 23,778 shares; 2025Q3: 24,065 shares; 2025Q4: 24,731 shares; 2026Q1: 24,898 shares; 2026Q2: 24,945 shares 24,945 $9.03M 0.86% +47 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: 28,798 shares; 2024Q4: 28,541 shares; 2025Q1: 28,660 shares; 2025Q2: 29,005 shares; 2025Q3: 29,327 shares; 2025Q4: 29,982 shares; 2026Q1: 29,440 shares; 2026Q2: 28,617 shares 28,617 $8.96M 0.85% -823 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,430 shares; 2024Q4: 67,324 shares; 2025Q1: 67,161 shares; 2025Q2: 68,211 shares; 2025Q3: 70,233 shares; 2025Q4: 80,392 shares; 2026Q1: 84,892 shares; 2026Q2: 86,484 shares 86,484 $8.38M 0.8% +1,592 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: 12,827 shares; 2024Q4: 12,830 shares; 2025Q1: 13,177 shares; 2025Q2: 13,165 shares; 2025Q3: 13,436 shares; 2025Q4: 13,760 shares; 2026Q1: 14,136 shares; 2026Q2: 16,840 shares 16,840 $7.18M 0.68% +2,704 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,970 shares; 2024Q4: 3,040 shares; 2025Q1: 3,097 shares; 2025Q2: 3,055 shares; 2025Q3: 3,105 shares; 2025Q4: 3,423 shares; 2026Q1: 3,584 shares; 2026Q2: 3,794 shares 3,794 $6.44M 0.61% +210 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,512 shares; 2024Q4: 40,606 shares; 2025Q1: 39,725 shares; 2025Q2: 38,446 shares; 2025Q3: 43,395 shares; 2025Q4: 43,986 shares; 2026Q1: 45,154 shares; 2026Q2: 46,170 shares 46,170 $6.07M 0.58% +1,016 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,512 shares; 2026Q1: 97,453 shares; 2026Q2: 99,464 shares 99,464 $5.98M 0.57% +2,011 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,558 shares; 2024Q4: 44,979 shares; 2025Q1: 45,709 shares; 2025Q2: 46,179 shares; 2025Q3: 46,776 shares; 2025Q4: 47,684 shares; 2026Q1: 48,701 shares; 2026Q2: 49,586 shares 49,586 $5.86M 0.56% +885 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,273 shares; 2024Q4: 71,273 shares; 2025Q1: 61,746 shares; 2025Q2: 64,290 shares; 2025Q3: 63,056 shares; 2025Q4: 66,552 shares; 2026Q1: 66,552 shares; 2026Q2: 66,327 shares 66,327 $5.55M 0.53% -225 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,512 shares; 2024Q4: 39,762 shares; 2025Q1: 39,369 shares; 2025Q2: 38,414 shares; 2025Q3: 39,180 shares; 2025Q4: 40,002 shares; 2026Q1: 40,385 shares; 2026Q2: 40,534 shares 40,534 $5.18M 0.49% +149 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,024 shares; 2024Q4: 29,275 shares; 2025Q1: 29,654 shares; 2025Q2: 29,578 shares; 2025Q3: 29,903 shares; 2025Q4: 30,759 shares; 2026Q1: 27,378 shares; 2026Q2: 27,412 shares 27,412 $4.81M 0.46% +34 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: 15,336 shares; 2024Q4: 15,285 shares; 2025Q1: 11,132 shares; 2025Q2: 11,124 shares; 2025Q3: 11,284 shares; 2025Q4: 14,046 shares; 2026Q1: 14,006 shares; 2026Q2: 19,578 shares 19,578 $4.67M 0.44% +5,572 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,481 shares; 2026Q2: 45,310 shares 45,310 $4.15M 0.39% +3,829 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,011 shares; 2026Q1: 162,162 shares; 2026Q2: 175,459 shares 175,459 $3.88M 0.37% +13,297 Timeline IBTH 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: 96,425 shares; 2025Q1: 106,655 shares; 2025Q2: 114,149 shares; 2025Q3: 121,014 shares; 2025Q4: 142,114 shares; 2026Q1: 160,668 shares; 2026Q2: 173,463 shares 173,463 $3.88M 0.37% +12,795 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178,937 shares 178,937 $3.87M 0.37% new Timeline IDNA 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: 102,323 shares; 2025Q3: 103,007 shares; 2025Q4: 103,004 shares; 2026Q1: 104,133 shares; 2026Q2: 105,302 shares 105,302 $3.55M 0.34% +1,169 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,857 shares; 2024Q4: 1,856 shares; 2025Q1: 1,863 shares; 2025Q2: 1,915 shares; 2025Q3: 1,923 shares; 2025Q4: 8,147 shares; 2026Q1: 6,737 shares; 2026Q2: 6,737 shares 6,737 $3.55M 0.34% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,788 shares; 2024Q4: 52,139 shares; 2025Q1: 52,593 shares; 2025Q2: 53,418 shares; 2025Q3: 55,852 shares; 2025Q4: 61,523 shares; 2026Q1: 65,770 shares; 2026Q2: 64,367 shares 64,367 $3.25M 0.31% -1,403 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,211 shares; 2024Q4: 10,137 shares; 2025Q1: 10,043 shares; 2025Q2: 9,917 shares; 2025Q3: 9,758 shares; 2025Q4: 9,639 shares; 2026Q1: 9,492 shares; 2026Q2: 9,493 shares 9,493 $3.23M 0.31% +1 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: 3,824 shares; 2024Q4: 3,880 shares; 2025Q1: 3,927 shares; 2025Q2: 4,185 shares; 2025Q3: 4,407 shares; 2025Q4: 4,495 shares; 2026Q1: 4,550 shares; 2026Q2: 4,580 shares 4,580 $3.15M 0.3% +30 Timeline BILS 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: 111,488 shares; 2024Q4: 63,487 shares; 2025Q1: 55,382 shares; 2025Q2: 39,662 shares; 2025Q3: 39,508 shares; 2025Q4: 49,836 shares; 2026Q1: 40,147 shares; 2026Q2: 31,429 shares 31,429 $3.12M 0.3% -8,718 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: 19,415 shares; 2024Q4: 19,414 shares; 2025Q1: 19,414 shares; 2025Q2: 19,622 shares; 2025Q3: 19,622 shares; 2025Q4: 19,622 shares; 2026Q1: 19,475 shares; 2026Q2: 19,475 shares 19,475 $2.72M 0.26% 0 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: 3,961 shares; 2024Q4: 4,014 shares; 2025Q1: 2,565 shares; 2025Q2: 2,738 shares; 2025Q3: 2,621 shares; 2025Q4: 7,259 shares; 2026Q1: 7,299 shares; 2026Q2: 6,534 shares 6,534 $2.6M 0.25% -765 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: 5,295 shares; 2024Q4: 5,275 shares; 2025Q1: 5,275 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 6,067 shares; 2026Q1: 6,067 shares; 2026Q2: 6,067 shares 6,067 $2.59M 0.25% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,249 shares 14,249 $2.15M 0.2% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,995 shares; 2024Q4: 5,071 shares; 2025Q1: 4,825 shares; 2025Q2: 5,121 shares; 2025Q3: 6,131 shares; 2025Q4: 6,125 shares; 2026Q1: 5,827 shares; 2026Q2: 5,920 shares 5,920 $2.12M 0.2% +93 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: 4,430 shares; 2024Q4: 4,435 shares; 2025Q1: 4,435 shares; 2025Q2: 4,516 shares; 2025Q3: 4,364 shares; 2025Q4: 4,111 shares; 2026Q1: 4,085 shares; 2026Q2: 4,021 shares 4,021 $2.01M 0.19% -64 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: 16,540 shares; 2024Q4: 16,021 shares; 2025Q1: 15,791 shares; 2025Q2: 13,874 shares; 2025Q3: 13,887 shares; 2025Q4: 13,943 shares; 2026Q1: 13,518 shares; 2026Q2: 12,983 shares 12,983 $1.93M 0.18% -535 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: 7,769 shares; 2024Q4: 7,635 shares; 2025Q1: 6,591 shares; 2025Q2: 6,727 shares; 2025Q3: 6,727 shares; 2025Q4: 6,661 shares; 2026Q1: 7,070 shares; 2026Q2: 7,242 shares 7,242 $1.84M 0.17% +172 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: 551 shares; 2025Q3: 886 shares; 2025Q4: 858 shares; 2026Q1: 806 shares; 2026Q2: 3,547 shares 3,547 $1.82M 0.17% +2,741 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: 3,725 shares; 2024Q4: 3,738 shares; 2025Q1: 3,875 shares; 2025Q2: 5,201 shares; 2025Q3: 5,262 shares; 2025Q4: 5,158 shares; 2026Q1: 5,410 shares; 2026Q2: 5,521 shares 5,521 $1.81M 0.17% +111 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: 1,591 shares; 2026Q1: 1,591 shares; 2026Q2: 10,211 shares 10,211 $1.8M 0.17% +8,620 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: 11,816 shares; 2024Q4: 11,832 shares; 2025Q1: 10,211 shares; 2025Q2: 10,356 shares; 2025Q3: 10,356 shares; 2025Q4: 10,314 shares; 2026Q1: 11,314 shares; 2026Q2: 12,197 shares 12,197 $1.67M 0.16% +883 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: 18,840 shares; 2024Q4: 18,800 shares; 2025Q1: 16,600 shares; 2025Q2: 16,830 shares; 2025Q3: 16,355 shares; 2025Q4: 16,355 shares; 2026Q1: 16,130 shares; 2026Q2: 16,130 shares 16,130 $1.66M 0.16% 0 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: 14,389 shares; 2024Q4: 12,982 shares; 2025Q1: 12,982 shares; 2025Q2: 12,921 shares; 2025Q3: 12,333 shares; 2025Q4: 12,158 shares; 2026Q1: 12,606 shares; 2026Q2: 12,785 shares 12,785 $1.64M 0.16% +179 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,257 shares; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,215 shares; 2026Q1: 3,083 shares; 2026Q2: 12,332 shares 12,332 $1.53M 0.15% +9,249 Timeline BRK-A 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 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.14% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,720 shares; 2024Q4: 11,700 shares; 2025Q1: 9,780 shares; 2025Q2: 9,680 shares; 2025Q3: 9,680 shares; 2025Q4: 9,680 shares; 2026Q1: 9,555 shares; 2026Q2: 9,505 shares 9,505 $1.47M 0.14% -50 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: 5,121 shares; 2024Q4: 5,029 shares; 2025Q1: 4,929 shares; 2025Q2: 4,939 shares; 2025Q3: 4,948 shares; 2025Q4: 4,943 shares; 2026Q1: 5,069 shares; 2026Q2: 18,126 shares 18,126 $1.46M 0.14% +13,057 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: 4,103 shares; 2024Q4: 4,189 shares; 2025Q1: 3,774 shares; 2025Q2: 3,276 shares; 2025Q3: 3,655 shares; 2025Q4: 3,705 shares; 2026Q1: 3,903 shares; 2026Q2: 3,981 shares 3,981 $1.41M 0.13% +78 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: 1,631 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares; 2026Q1: 1,655 shares; 2026Q2: 1,655 shares 1,655 $1.2M 0.11% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,064 shares; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares; 2026Q2: 5,885 shares 5,885 $1.18M 0.11% +3,825 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: 3,153 shares; 2024Q4: 3,078 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,413 shares; 2025Q4: 2,421 shares; 2026Q1: 2,407 shares; 2026Q2: 2,407 shares 2,407 $1.15M 0.11% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,962 shares; 2024Q4: 21,962 shares; 2025Q1: 20,950 shares; 2025Q2: 20,950 shares; 2025Q3: 20,950 shares; 2025Q4: 20,950 shares; 2026Q1: 19,000 shares; 2026Q2: 19,000 shares 19,000 $1.15M 0.11% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,622 shares; 2024Q4: 1,626 shares; 2025Q1: 1,618 shares; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares; 2025Q4: 15,980 shares; 2026Q1: 15,980 shares; 2026Q2: 15,980 shares 15,980 $1.14M 0.11% 0 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: 5,917 shares; 2024Q4: 5,158 shares; 2025Q1: 4,395 shares; 2025Q2: 4,445 shares; 2025Q3: 4,445 shares; 2025Q4: 4,445 shares; 2026Q1: 3,969 shares; 2026Q2: 4,001 shares 4,001 $1.08M 0.1% +32 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,534 shares 11,534 $1.06M 0.1% new 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: 728 shares; 2024Q4: 732 shares; 2025Q1: 744 shares; 2025Q2: 750 shares; 2025Q3: 880 shares; 2025Q4: 886 shares; 2026Q1: 886 shares; 2026Q2: 886 shares 886 $1.06M 0.1% 0 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: 8,027 shares; 2024Q4: 7,303 shares; 2025Q1: 6,597 shares; 2025Q2: 6,964 shares; 2025Q3: 6,955 shares; 2025Q4: 6,955 shares; 2026Q1: 6,723 shares; 2026Q2: 6,910 shares 6,910 $1.01M 0.1% +187 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,969 shares; 2024Q4: 2,969 shares; 2025Q1: 3,069 shares; 2025Q2: 3,160 shares; 2025Q3: 3,328 shares; 2025Q4: 3,091 shares; 2026Q1: 3,091 shares; 2026Q2: 2,872 shares 2,872 $989K 0.09% -219 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: 705 shares; 2025Q1: 705 shares; 2025Q2: 715 shares; 2025Q3: 815 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $963K 0.09% 0 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: 16,959 shares; 2024Q4: 16,274 shares; 2025Q1: 16,274 shares; 2025Q2: 16,274 shares; 2025Q3: 16,274 shares; 2025Q4: 16,341 shares; 2026Q1: 16,341 shares; 2026Q2: 16,262 shares 16,262 $917K 0.09% -79 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,117 shares; 2025Q3: 2,117 shares; 2025Q4: 2,117 shares; 2026Q1: 2,117 shares; 2026Q2: 2,117 shares 2,117 $867K 0.08% 0 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: 20,690 shares; 2024Q4: 20,690 shares; 2025Q1: 16,895 shares; 2025Q2: 17,050 shares; 2025Q3: 17,050 shares; 2025Q4: 17,050 shares; 2026Q1: 16,850 shares; 2026Q2: 15,475 shares 15,475 $866K 0.08% -1,375 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,191 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,147 shares; 2025Q3: 2,147 shares; 2025Q4: 2,147 shares; 2026Q1: 2,147 shares; 2026Q2: 2,132 shares 2,132 $780K 0.07% -15 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: 2,828 shares; 2024Q4: 2,426 shares; 2025Q1: 2,426 shares; 2025Q2: 2,433 shares; 2025Q3: 2,433 shares; 2025Q4: 2,433 shares; 2026Q1: 2,033 shares; 2026Q2: 2,033 shares 2,033 $760K 0.07% 0 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: 13,010 shares; 2024Q4: 12,910 shares; 2025Q1: 12,910 shares; 2025Q2: 13,275 shares; 2025Q3: 13,275 shares; 2025Q4: 13,275 shares; 2026Q1: 13,275 shares; 2026Q2: 13,275 shares 13,275 $726K 0.07% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,805 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares; 2026Q1: 4,600 shares; 2026Q2: 4,600 shares 4,600 $719K 0.07% 0 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: 15,040 shares; 2024Q4: 14,980 shares; 2025Q1: 13,380 shares; 2025Q2: 14,335 shares; 2025Q3: 14,335 shares; 2025Q4: 14,335 shares; 2026Q1: 13,635 shares; 2026Q2: 13,535 shares 13,535 $706K 0.07% -100 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,926 shares; 2024Q4: 4,686 shares; 2025Q1: 4,064 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,337 shares; 2026Q2: 4,337 shares 4,337 $702K 0.07% 0 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: 1,040 shares; 2024Q4: 1,055 shares; 2025Q1: 994 shares; 2025Q2: 1,647 shares; 2025Q3: 1,723 shares; 2025Q4: 1,733 shares; 2026Q1: 1,733 shares; 2026Q2: 1,769 shares 1,769 $624K 0.06% +36 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,895 shares; 2024Q4: 4,895 shares; 2025Q1: 4,602 shares; 2025Q2: 4,592 shares; 2025Q3: 4,592 shares; 2025Q4: 4,613 shares; 2026Q1: 4,504 shares; 2026Q2: 4,329 shares 4,329 $620K 0.06% -175 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,811 shares; 2025Q3: 1,811 shares; 2025Q4: 2,601 shares; 2026Q1: 2,490 shares; 2026Q2: 2,490 shares 2,490 $604K 0.06% 0 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: 743 shares; 2024Q4: 743 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 1,138 shares; 2026Q1: 1,141 shares; 2026Q2: 6,846 shares 6,846 $590K 0.06% +5,705 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,971 shares; 2024Q4: 2,971 shares; 2025Q1: 2,971 shares; 2025Q2: 2,971 shares; 2025Q3: 2,971 shares; 2025Q4: 2,971 shares; 2026Q1: 2,971 shares; 2026Q2: 2,971 shares 2,971 $571K 0.05% 0 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES 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: 2,021 shares; 2026Q1: 2,021 shares; 2026Q2: 2,021 shares 2,021 $558K 0.05% 0 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 2,699 shares; 2025Q3: 2,724 shares; 2025Q4: 2,924 shares; 2026Q1: 2,525 shares; 2026Q2: 2,525 shares 2,525 $550K 0.05% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,265 shares; 2024Q4: 19,535 shares; 2025Q1: 15,295 shares; 2025Q2: 11,670 shares; 2025Q3: 8,555 shares; 2025Q4: 8,205 shares; 2026Q1: 6,770 shares; 2026Q2: 6,770 shares 6,770 $525K 0.05% 0 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,220 shares; 2024Q4: 4,170 shares; 2025Q1: 4,170 shares; 2025Q2: 4,880 shares; 2025Q3: 4,880 shares; 2025Q4: 4,880 shares; 2026Q1: 4,880 shares; 2026Q2: 4,880 shares 4,880 $521K 0.05% 0 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: 2,755 shares; 2024Q4: 2,755 shares; 2025Q1: 2,265 shares; 2025Q2: 2,305 shares; 2025Q3: 2,155 shares; 2025Q4: 1,957 shares; 2026Q1: 2,757 shares; 2026Q2: 2,757 shares 2,757 $499K 0.05% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,760 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 2,796 shares; 2026Q1: 2,796 shares; 2026Q2: 2,796 shares 2,796 $476K 0.05% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811 shares; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: not reported; 2025Q4: 582 shares; 2026Q1: 791 shares; 2026Q2: 1,266 shares 1,266 $475K 0.05% +475 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: 3,829 shares; 2024Q4: 3,450 shares; 2025Q1: 3,395 shares; 2025Q2: 3,395 shares; 2025Q3: 3,395 shares; 2025Q4: 3,395 shares; 2026Q1: 3,395 shares; 2026Q2: 3,395 shares 3,395 $467K 0.04% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,720 shares; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,345 shares; 2026Q1: 1,345 shares; 2026Q2: 2,045 shares 2,045 $459K 0.04% +700 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,165 shares; 2025Q3: 3,165 shares; 2025Q4: 2,739 shares; 2026Q1: 2,739 shares; 2026Q2: 2,739 shares 2,739 $457K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: 912 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares; 2026Q2: 1,165 shares 1,165 $429K 0.04% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,726 shares; 2024Q4: 2,726 shares; 2025Q1: 2,726 shares; 2025Q2: 2,726 shares; 2025Q3: 2,726 shares; 2025Q4: 2,726 shares; 2026Q1: 2,726 shares; 2026Q2: 2,726 shares 2,726 $428K 0.04% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,089 shares; 2025Q3: 2,239 shares; 2025Q4: 2,239 shares; 2026Q1: 3,136 shares; 2026Q2: 3,405 shares 3,405 $386K 0.04% +269 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,723 shares 6,723 $378K 0.04% 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: 2,975 shares; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,947 shares; 2025Q3: 2,963 shares; 2025Q4: 2,922 shares; 2026Q1: 2,907 shares; 2026Q2: 2,522 shares 2,522 $370K 0.04% -385 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: 427 shares; 2024Q4: 428 shares; 2025Q1: 301 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 389 shares; 2026Q1: 389 shares; 2026Q2: 394 shares 394 $369K 0.04% +5 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: 700 shares; 2025Q2: 776 shares; 2025Q3: 905 shares; 2025Q4: 989 shares; 2026Q1: 989 shares; 2026Q2: 1,060 shares 1,060 $364K 0.03% +71 Timeline ENTA ENANTA PHARMACEUTICALS INC More: the full row for ENANTA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,185 shares; 2024Q4: 33,185 shares; 2025Q1: 33,185 shares; 2025Q2: 33,185 shares; 2025Q3: 24,275 shares; 2025Q4: 24,275 shares; 2026Q1: 24,275 shares; 2026Q2: 24,275 shares 24,275 $354K 0.03% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,312 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 2,312 shares; 2025Q3: 2,312 shares; 2025Q4: 2,312 shares; 2026Q1: 2,312 shares; 2026Q2: 2,312 shares 2,312 $342K 0.03% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares; 2026Q2: 925 shares 925 $336K 0.03% -150 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,270 shares; 2024Q4: 7,270 shares; 2025Q1: 4,675 shares; 2025Q2: 4,500 shares; 2025Q3: 4,223 shares; 2025Q4: 4,223 shares; 2026Q1: 4,023 shares; 2026Q2: 3,621 shares 3,621 $319K 0.03% -402 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,556 shares; 2026Q1: 20,840 shares; 2026Q2: 18,075 shares 18,075 $315K 0.03% -2,765 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,054 shares; 2024Q4: 5,419 shares; 2025Q1: 4,991 shares; 2025Q2: 4,999 shares; 2025Q3: 4,999 shares; 2025Q4: 4,961 shares; 2026Q1: 4,961 shares; 2026Q2: 5,294 shares 5,294 $305K 0.03% +333 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,750 shares 2,750 $301K 0.03% +750 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: 888 shares; 2025Q3: 1,113 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares; 2026Q2: 1,101 shares 1,101 $299K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,026 shares; 2024Q4: 2,026 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 2,026 shares; 2026Q1: 2,026 shares; 2026Q2: 2,026 shares 2,026 $297K 0.03% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,962 shares; 2024Q4: 3,867 shares; 2025Q1: 3,875 shares; 2025Q2: 1,770 shares; 2025Q3: 1,770 shares; 2025Q4: 1,770 shares; 2026Q1: 1,470 shares; 2026Q2: 1,470 shares 1,470 $294K 0.03% 0 Timeline VTWV 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $293K 0.03% 0 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: 1,716 shares; 2025Q1: not reported; 2025Q2: 2,054 shares; 2025Q3: 2,036 shares; 2025Q4: 2,062 shares; 2026Q1: 1,912 shares; 2026Q2: 1,912 shares 1,912 $290K 0.03% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,257 shares 1,257 $281K 0.03% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,257 shares 1,257 $278K 0.03% new 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: 405 shares; 2024Q4: 405 shares; 2025Q1: 466 shares; 2025Q2: 508 shares; 2025Q3: 600 shares; 2025Q4: 559 shares; 2026Q1: 547 shares; 2026Q2: 547 shares 547 $274K 0.03% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,290 shares 2,290 $271K 0.03% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,189 shares; 2024Q4: 1,189 shares; 2025Q1: 1,189 shares; 2025Q2: 1,189 shares; 2025Q3: 1,189 shares; 2025Q4: 1,189 shares; 2026Q1: 1,189 shares; 2026Q2: 1,189 shares 1,189 $270K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 983 shares 983 $266K 0.03% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,001 shares; 2024Q4: 4,723 shares; 2025Q1: 4,723 shares; 2025Q2: 4,798 shares; 2025Q3: 4,798 shares; 2025Q4: 2,925 shares; 2026Q1: 2,925 shares; 2026Q2: 2,925 shares 2,925 $261K 0.02% 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: not reported; 2025Q2: not reported; 2025Q3: 630 shares; 2025Q4: 573 shares; 2026Q1: 488 shares; 2026Q2: 488 shares 488 $253K 0.02% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,507 shares; 2024Q4: 3,507 shares; 2025Q1: 3,507 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,984 shares; 2026Q1: 2,874 shares; 2026Q2: 2,874 shares 2,874 $252K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,437 shares; 2024Q4: 1,463 shares; 2025Q1: 1,363 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,310 shares; 2026Q1: not reported; 2026Q2: 1,310 shares 1,310 $242K 0.02% new Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,955 shares; 2024Q4: 23,980 shares; 2025Q1: 9,380 shares; 2025Q2: 8,555 shares; 2025Q3: 7,435 shares; 2025Q4: 5,920 shares; 2026Q1: 5,670 shares; 2026Q2: 5,570 shares 5,570 $238K 0.02% -100 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: 1,217 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,975 shares 1,975 $232K 0.02% new Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares; 2026Q2: 3,085 shares 3,085 $229K 0.02% -175 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $228K 0.02% 0 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: not reported; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 681 shares; 2026Q1: 681 shares; 2026Q2: 671 shares 671 $227K 0.02% -10 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: 7,234 shares; 2024Q4: 7,204 shares; 2025Q1: 7,204 shares; 2025Q2: 7,211 shares; 2025Q3: 7,211 shares; 2025Q4: 7,211 shares; 2026Q1: 7,211 shares; 2026Q2: 6,411 shares 6,411 $223K 0.02% -800 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,746 shares; 2024Q4: 8,745 shares; 2025Q1: 6,025 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 5,340 shares; 2026Q1: 4,393 shares; 2026Q2: 2,175 shares 2,175 $223K 0.02% -2,218 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,421 shares; 2024Q4: 10,621 shares; 2025Q1: 6,161 shares; 2025Q2: 2,659 shares; 2025Q3: 2,374 shares; 2025Q4: 2,374 shares; 2026Q1: 1,579 shares; 2026Q2: 1,443 shares 1,443 $218K 0.02% -136 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,947 shares; 2024Q4: 13,735 shares; 2025Q1: 13,735 shares; 2025Q2: 10,970 shares; 2025Q3: 10,970 shares; 2025Q4: 10,970 shares; 2026Q1: 10,970 shares; 2026Q2: 10,815 shares 10,815 $217K 0.02% -155 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,306 shares 1,306 $215K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 631 shares; 2026Q1: not reported; 2026Q2: 556 shares 556 $210K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 878 shares 878 $209K 0.02% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD 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: 1,576 shares; 2025Q4: 1,342 shares; 2026Q1: 1,342 shares; 2026Q2: 1,342 shares 1,342 $208K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 813 shares 813 $208K 0.02% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI 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: 1,090 shares 1,090 $202K 0.02% new 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: 490 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 492 shares; 2026Q2: 492 shares 492 $200K 0.02% 0 Timeline