AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,052 shares; 2024Q4: 447,557 shares; 2025Q1: 377,678 shares; 2025Q2: 497,468 shares; 2025Q3: 533,312 shares; 2025Q4: 605,243 shares; 2026Q1: 651,758 shares; 2026Q2: 682,200 shares 682,200 $67.5M 13.94% +30,442 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: 205,085 shares; 2024Q4: 205,381 shares; 2025Q1: 196,780 shares; 2025Q2: 205,908 shares; 2025Q3: 205,699 shares; 2025Q4: 210,219 shares; 2026Q1: 122,977 shares; 2026Q2: 125,259 shares 125,259 $46.4M 9.57% +2,282 Timeline VT 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: 257,437 shares; 2024Q4: 262,167 shares; 2025Q1: 265,011 shares; 2025Q2: 264,860 shares; 2025Q3: 266,808 shares; 2025Q4: 280,682 shares; 2026Q1: 282,629 shares; 2026Q2: 282,712 shares 282,712 $44.4M 9.16% +83 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 332,922 shares; 2025Q2: 928,865 shares; 2025Q3: 986,929 shares; 2025Q4: 1,115,313 shares; 2026Q1: 1,028,393 shares; 2026Q2: 1,071,634 shares 1,071,634 $28.4M 5.86% +43,241 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 711,292 shares; 2024Q4: 744,584 shares; 2025Q1: 761,014 shares; 2025Q2: 515,084 shares; 2025Q3: 528,119 shares; 2025Q4: 585,945 shares; 2026Q1: 1,010,897 shares; 2026Q2: 1,077,190 shares 1,077,190 $26.2M 5.4% +66,293 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,955 shares; 2024Q4: 122,616 shares; 2025Q1: 124,537 shares; 2025Q2: 135,020 shares; 2025Q3: 137,744 shares; 2025Q4: 146,049 shares; 2026Q1: 138,942 shares; 2026Q2: 142,645 shares 142,645 $18.4M 3.8% +3,703 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,658 shares; 2024Q4: 67,004 shares; 2025Q1: 67,558 shares; 2025Q2: 66,051 shares; 2025Q3: 68,069 shares; 2025Q4: 69,396 shares; 2026Q1: 380,776 shares; 2026Q2: 389,903 shares 389,903 $17.2M 3.54% +9,127 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 352,326 shares; 2025Q1: 770,678 shares; 2025Q2: 532,052 shares; 2025Q3: 522,495 shares; 2025Q4: 582,716 shares; 2026Q1: 583,985 shares; 2026Q2: 646,864 shares 646,864 $14.8M 3.06% +62,879 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220,388 shares; 2025Q2: 238,266 shares; 2025Q3: 242,623 shares; 2025Q4: 260,246 shares; 2026Q1: 236,547 shares; 2026Q2: 243,752 shares 243,752 $14.7M 3.03% +7,205 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,136 shares; 2024Q4: 9,404 shares; 2025Q1: 158,339 shares; 2025Q2: 227,399 shares; 2025Q3: 233,215 shares; 2025Q4: 251,348 shares; 2026Q1: 241,686 shares; 2026Q2: 251,390 shares 251,390 $14.2M 2.93% +9,704 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,472 shares; 2024Q4: 152,599 shares; 2025Q1: 155,276 shares; 2025Q2: 154,096 shares; 2025Q3: 157,820 shares; 2025Q4: 169,112 shares; 2026Q1: 139,512 shares; 2026Q2: 144,123 shares 144,123 $14.2M 2.92% +4,611 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 435,694 shares; 2026Q2: 453,578 shares 453,578 $13.9M 2.87% +17,884 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: 50,397 shares; 2024Q4: 50,365 shares; 2025Q1: 46,569 shares; 2025Q2: 44,949 shares; 2025Q3: 45,045 shares; 2025Q4: 46,562 shares; 2026Q1: 46,533 shares; 2026Q2: 45,662 shares 45,662 $10.8M 2.23% -871 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 255,920 shares; 2026Q2: 268,158 shares 268,158 $8.64M 1.78% +12,238 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70,265 shares; 2025Q1: 128,548 shares; 2025Q2: 186,349 shares; 2025Q3: 208,084 shares; 2025Q4: 260,148 shares; 2026Q1: 289,218 shares; 2026Q2: 330,459 shares 330,459 $8.32M 1.72% +41,241 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,686 shares; 2025Q3: 76,751 shares; 2025Q4: 171,470 shares; 2026Q1: 207,443 shares; 2026Q2: 267,660 shares 267,660 $6.92M 1.43% +60,217 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM 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: 484,773 shares; 2026Q2: 524,311 shares 524,311 $6.23M 1.29% +39,538 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: 11,648 shares; 2024Q4: 21,450 shares; 2025Q1: 19,888 shares; 2025Q2: 19,836 shares; 2025Q3: 20,046 shares; 2025Q4: 20,641 shares; 2026Q1: 19,970 shares; 2026Q2: 20,405 shares 20,405 $5.9M 1.22% +435 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,243 shares; 2024Q4: 302,633 shares; 2025Q1: 308,971 shares; 2025Q2: 317,137 shares; 2025Q3: 305,477 shares; 2025Q4: 218,787 shares; 2026Q1: 216,305 shares; 2026Q2: 247,048 shares 247,048 $5.55M 1.15% +30,743 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: 4,931 shares; 2024Q4: 4,923 shares; 2025Q1: 4,564 shares; 2025Q2: 4,691 shares; 2025Q3: 5,002 shares; 2025Q4: 5,002 shares; 2026Q1: 5,000 shares; 2026Q2: 4,968 shares 4,968 $5.02M 1.04% -32 Timeline JMHI 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: 92,257 shares; 2024Q4: 102,986 shares; 2025Q1: 112,609 shares; 2025Q2: 122,166 shares; 2025Q3: 122,283 shares; 2025Q4: 126,361 shares; 2026Q1: 108,356 shares; 2026Q2: 86,116 shares 86,116 $4.36M 0.9% -22,240 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: 27,007 shares; 2024Q4: 90,764 shares; 2025Q1: 98,384 shares; 2025Q2: 100,812 shares; 2025Q3: 107,122 shares; 2025Q4: 108,977 shares; 2026Q1: 108,482 shares; 2026Q2: 106,234 shares 106,234 $3.92M 0.81% -2,248 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,023 shares; 2024Q4: 84,684 shares; 2025Q1: 78,444 shares; 2025Q2: 90,851 shares; 2025Q3: 66,009 shares; 2025Q4: 65,807 shares; 2026Q1: 60,926 shares; 2026Q2: 55,076 shares 55,076 $3.83M 0.79% -5,850 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: 6,359 shares; 2024Q4: 6,502 shares; 2025Q1: 11,286 shares; 2025Q2: 10,762 shares; 2025Q3: 10,187 shares; 2025Q4: 10,088 shares; 2026Q1: 10,030 shares; 2026Q2: 10,046 shares 10,046 $3.79M 0.78% +16 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,401 shares; 2024Q4: 10,254 shares; 2025Q1: 9,909 shares; 2025Q2: 9,595 shares; 2025Q3: 9,413 shares; 2025Q4: 9,482 shares; 2026Q1: 9,355 shares; 2026Q2: 9,837 shares 9,837 $3.67M 0.76% +482 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: 15,431 shares; 2024Q4: 15,209 shares; 2025Q1: 15,447 shares; 2025Q2: 15,007 shares; 2025Q3: 14,784 shares; 2025Q4: 14,333 shares; 2026Q1: 16,396 shares; 2026Q2: 16,561 shares 16,561 $3.31M 0.68% +165 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: 289,616 shares; 2024Q4: 297,902 shares; 2025Q1: 305,603 shares; 2025Q2: 58,095 shares; 2025Q3: 58,167 shares; 2025Q4: 58,846 shares; 2026Q1: 57,417 shares; 2026Q2: 53,756 shares 53,756 $3.21M 0.66% -3,661 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: 10,096 shares; 2024Q4: 10,029 shares; 2025Q1: 9,664 shares; 2025Q2: 9,314 shares; 2025Q3: 8,996 shares; 2025Q4: 9,268 shares; 2026Q1: 9,186 shares; 2026Q2: 9,298 shares 9,298 $3.04M 0.63% +112 Timeline HYMB 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: 232,645 shares; 2024Q4: 246,451 shares; 2025Q1: 256,838 shares; 2025Q2: 231,501 shares; 2025Q3: 216,163 shares; 2025Q4: 129,599 shares; 2026Q1: 125,024 shares; 2026Q2: 105,502 shares 105,502 $2.68M 0.55% -19,522 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: 4,431 shares; 2024Q4: 4,513 shares; 2025Q1: 4,361 shares; 2025Q2: 4,288 shares; 2025Q3: 4,392 shares; 2025Q4: 4,558 shares; 2026Q1: 4,572 shares; 2026Q2: 4,587 shares 4,587 $2.3M 0.47% +15 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: 6,516 shares; 2024Q4: 6,759 shares; 2025Q1: 6,629 shares; 2025Q2: 6,490 shares; 2025Q3: 6,584 shares; 2025Q4: 6,575 shares; 2026Q1: 6,403 shares; 2026Q2: 6,358 shares 6,358 $2.27M 0.47% -45 Timeline JMUB 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: 70,174 shares; 2024Q4: 77,655 shares; 2025Q1: 88,140 shares; 2025Q2: 92,293 shares; 2025Q3: 78,604 shares; 2025Q4: 73,014 shares; 2026Q1: 51,775 shares; 2026Q2: 43,601 shares 43,601 $2.21M 0.46% -8,174 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: 11,122 shares; 2024Q4: 10,677 shares; 2025Q1: 10,053 shares; 2025Q2: 10,374 shares; 2025Q3: 11,248 shares; 2025Q4: 11,576 shares; 2026Q1: 11,291 shares; 2026Q2: 11,262 shares 11,262 $2.14M 0.44% -29 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: 9,464 shares; 2024Q4: 9,358 shares; 2025Q1: 9,087 shares; 2025Q2: 8,865 shares; 2025Q3: 8,626 shares; 2025Q4: 8,742 shares; 2026Q1: 8,524 shares; 2026Q2: 8,925 shares 8,925 $2.13M 0.44% +401 Timeline AOR 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: 26,330 shares; 2025Q2: 26,094 shares; 2025Q3: 26,471 shares; 2025Q4: 26,109 shares; 2026Q1: 26,930 shares; 2026Q2: 28,524 shares 28,524 $1.98M 0.41% +1,594 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: 15,308 shares; 2024Q4: 15,373 shares; 2025Q1: 14,919 shares; 2025Q2: 14,686 shares; 2025Q3: 14,960 shares; 2025Q4: 15,096 shares; 2026Q1: 14,182 shares; 2026Q2: 13,857 shares 13,857 $1.89M 0.39% -325 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,698 shares; 2024Q4: not reported; 2025Q1: 10,554 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,090 shares; 2026Q1: 36,014 shares; 2026Q2: 41,018 shares 41,018 $1.86M 0.38% +5,004 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: 8,326 shares; 2024Q4: not reported; 2025Q1: 8,886 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,125 shares; 2026Q1: 16,120 shares; 2026Q2: 19,286 shares 19,286 $1.82M 0.38% +3,166 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: 4,993 shares; 2024Q4: 5,046 shares; 2025Q1: 5,046 shares; 2025Q2: 5,886 shares; 2025Q3: 6,796 shares; 2025Q4: 6,861 shares; 2026Q1: 6,880 shares; 2026Q2: 6,417 shares 6,417 $1.8M 0.37% -463 Timeline EVYM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 15,535 shares; 2025Q3: 32,845 shares; 2025Q4: 37,119 shares; 2026Q1: 35,597 shares; 2026Q2: 33,060 shares 33,060 $1.68M 0.35% -2,537 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: 4,958 shares; 2024Q4: 5,068 shares; 2025Q1: 5,083 shares; 2025Q2: 4,618 shares; 2025Q3: 4,668 shares; 2025Q4: 4,890 shares; 2026Q1: 4,757 shares; 2026Q2: 4,890 shares 4,890 $1.68M 0.35% +133 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: 6,077 shares; 2024Q4: 6,267 shares; 2025Q1: 6,239 shares; 2025Q2: 6,129 shares; 2025Q3: 6,408 shares; 2025Q4: 6,588 shares; 2026Q1: 6,594 shares; 2026Q2: 6,526 shares 6,526 $1.64M 0.34% -68 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: 1,162 shares; 2024Q4: 1,206 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,352 shares; 2025Q4: 1,389 shares; 2026Q1: 1,370 shares; 2026Q2: 1,364 shares 1,364 $1.64M 0.34% -6 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: 5,347 shares; 2024Q4: 5,587 shares; 2025Q1: 5,701 shares; 2025Q2: 5,658 shares; 2025Q3: 5,629 shares; 2025Q4: 5,716 shares; 2026Q1: 5,559 shares; 2026Q2: 5,449 shares 5,449 $1.38M 0.29% -110 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: 15,281 shares; 2024Q4: 15,601 shares; 2025Q1: 14,205 shares; 2025Q2: 13,719 shares; 2025Q3: 13,234 shares; 2025Q4: 13,354 shares; 2026Q1: 11,456 shares; 2026Q2: 11,479 shares 11,479 $1.3M 0.27% +23 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: 11,872 shares; 2024Q4: 12,388 shares; 2025Q1: 12,673 shares; 2025Q2: 11,970 shares; 2025Q3: 11,400 shares; 2025Q4: 11,589 shares; 2026Q1: 11,438 shares; 2026Q2: 11,042 shares 11,042 $1.3M 0.27% -396 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: 8,860 shares; 2024Q4: 9,222 shares; 2025Q1: 8,985 shares; 2025Q2: 9,410 shares; 2025Q3: 10,301 shares; 2025Q4: 10,349 shares; 2026Q1: 10,139 shares; 2026Q2: 10,076 shares 10,076 $1.29M 0.27% -63 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,606 shares; 2024Q4: 1,602 shares; 2025Q1: 1,778 shares; 2025Q2: 1,758 shares; 2025Q3: 1,818 shares; 2025Q4: 2,173 shares; 2026Q1: 2,183 shares; 2026Q2: 2,260 shares 2,260 $1.27M 0.26% +77 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,622 shares; 2024Q4: 3,482 shares; 2025Q1: 3,228 shares; 2025Q2: 3,085 shares; 2025Q3: 2,882 shares; 2025Q4: 2,780 shares; 2026Q1: 2,699 shares; 2026Q2: 2,684 shares 2,684 $1.23M 0.25% -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: 2,306 shares; 2024Q4: 2,530 shares; 2025Q1: 2,664 shares; 2025Q2: 3,336 shares; 2025Q3: 3,127 shares; 2025Q4: 3,311 shares; 2026Q1: 3,299 shares; 2026Q2: 3,285 shares 3,285 $1.23M 0.25% -14 Timeline AOA 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: 10,758 shares; 2025Q2: 10,931 shares; 2025Q3: 12,089 shares; 2025Q4: 14,306 shares; 2026Q1: 11,974 shares; 2026Q2: 12,559 shares 12,559 $1.23M 0.25% +585 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,506 shares; 2024Q4: 2,527 shares; 2025Q1: 2,508 shares; 2025Q2: 2,630 shares; 2025Q3: 2,880 shares; 2025Q4: 2,887 shares; 2026Q1: 2,925 shares; 2026Q2: 2,906 shares 2,906 $1.21M 0.25% -19 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: 2,865 shares; 2024Q4: 2,905 shares; 2025Q1: 2,905 shares; 2025Q2: 2,905 shares; 2025Q3: 2,965 shares; 2025Q4: 3,202 shares; 2026Q1: 3,202 shares; 2026Q2: 3,308 shares 3,308 $1.17M 0.24% +106 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: 1,695 shares; 2024Q4: 1,737 shares; 2025Q1: 1,578 shares; 2025Q2: 1,557 shares; 2025Q3: 1,598 shares; 2025Q4: 1,649 shares; 2026Q1: 1,218 shares; 2026Q2: 1,242 shares 1,242 $1.16M 0.24% +24 Timeline SPTM 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: 13,335 shares; 2024Q4: 13,335 shares; 2025Q1: 12,252 shares; 2025Q2: 12,252 shares; 2025Q3: 12,188 shares; 2025Q4: 11,946 shares; 2026Q1: 13,137 shares; 2026Q2: 12,710 shares 12,710 $1.15M 0.24% -427 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: 2,767 shares; 2024Q4: 2,823 shares; 2025Q1: 2,635 shares; 2025Q2: 2,515 shares; 2025Q3: 2,498 shares; 2025Q4: 2,536 shares; 2026Q1: 2,134 shares; 2026Q2: 2,131 shares 2,131 $1.09M 0.23% -3 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: 18,074 shares; 2024Q4: 18,239 shares; 2025Q1: 18,514 shares; 2025Q2: 16,231 shares; 2025Q3: 12,459 shares; 2025Q4: 12,321 shares; 2026Q1: 11,836 shares; 2026Q2: 11,980 shares 11,980 $1.05M 0.22% +144 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: 4,036 shares; 2024Q4: 4,328 shares; 2025Q1: 4,551 shares; 2025Q2: 3,062 shares; 2025Q3: 1,638 shares; 2025Q4: 1,592 shares; 2026Q1: 1,559 shares; 2026Q2: 1,786 shares 1,786 $1.04M 0.21% +227 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: 17,285 shares; 2024Q4: 18,150 shares; 2025Q1: 18,610 shares; 2025Q2: 18,088 shares; 2025Q3: 17,935 shares; 2025Q4: 18,327 shares; 2026Q1: 18,269 shares; 2026Q2: 18,198 shares 18,198 $1.04M 0.21% -71 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: 1,917 shares; 2024Q4: 1,977 shares; 2025Q1: 2,014 shares; 2025Q2: 2,025 shares; 2025Q3: 2,137 shares; 2025Q4: 2,360 shares; 2026Q1: 2,382 shares; 2026Q2: 2,509 shares 2,509 $885K 0.18% +127 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: 9,746 shares; 2024Q4: 10,385 shares; 2025Q1: 10,586 shares; 2025Q2: 10,331 shares; 2025Q3: 10,522 shares; 2025Q4: 10,646 shares; 2026Q1: 10,478 shares; 2026Q2: 10,340 shares 10,340 $840K 0.17% -138 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: 4,135 shares; 2024Q4: 4,350 shares; 2025Q1: 4,480 shares; 2025Q2: 4,531 shares; 2025Q3: 5,035 shares; 2025Q4: 5,415 shares; 2026Q1: 5,437 shares; 2026Q2: 5,570 shares 5,570 $817K 0.17% +133 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: 6,332 shares; 2024Q4: 6,276 shares; 2025Q1: 5,811 shares; 2025Q2: 5,767 shares; 2025Q3: 5,897 shares; 2025Q4: 6,176 shares; 2026Q1: 6,256 shares; 2026Q2: 6,787 shares 6,787 $799K 0.16% +531 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: 5,724 shares; 2024Q4: 5,934 shares; 2025Q1: 6,016 shares; 2025Q2: 5,626 shares; 2025Q3: 5,202 shares; 2025Q4: 5,244 shares; 2026Q1: 5,320 shares; 2026Q2: 5,224 shares 5,224 $766K 0.16% -96 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: 9,004 shares; 2024Q4: 9,426 shares; 2025Q1: 9,587 shares; 2025Q2: 9,042 shares; 2025Q3: 8,824 shares; 2025Q4: 9,375 shares; 2026Q1: 9,293 shares; 2026Q2: 9,259 shares 9,259 $765K 0.16% -34 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: 1,367 shares; 2024Q4: 1,447 shares; 2025Q1: 1,497 shares; 2025Q2: 1,452 shares; 2025Q3: 1,462 shares; 2025Q4: 1,485 shares; 2026Q1: 1,493 shares; 2026Q2: 1,434 shares 1,434 $744K 0.15% -59 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,333 shares; 2024Q4: 3,604 shares; 2025Q1: 3,742 shares; 2025Q2: 3,846 shares; 2025Q3: 4,510 shares; 2025Q4: 4,575 shares; 2026Q1: 4,513 shares; 2026Q2: 4,474 shares 4,474 $742K 0.15% -39 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: 2,759 shares; 2024Q4: 2,993 shares; 2025Q1: 3,179 shares; 2025Q2: 3,409 shares; 2025Q3: 3,825 shares; 2025Q4: 3,969 shares; 2026Q1: 4,015 shares; 2026Q2: 3,930 shares 3,930 $726K 0.15% -85 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: 2,212 shares; 2024Q4: 2,301 shares; 2025Q1: 2,093 shares; 2025Q2: 2,012 shares; 2025Q3: 1,678 shares; 2025Q4: 1,688 shares; 2026Q1: 1,686 shares; 2026Q2: 1,682 shares 1,682 $707K 0.15% -4 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: 83 shares; 2024Q4: 85 shares; 2025Q1: 86 shares; 2025Q2: 102 shares; 2025Q3: 142 shares; 2025Q4: 154 shares; 2026Q1: 155 shares; 2026Q2: 3,906 shares 3,906 $696K 0.14% +3,751 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: 2,963 shares; 2024Q4: 3,006 shares; 2025Q1: 3,162 shares; 2025Q2: 3,111 shares; 2025Q3: 2,003 shares; 2025Q4: 2,014 shares; 2026Q1: 1,085 shares; 2026Q2: 584 shares 584 $674K 0.14% -501 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: 1,667 shares; 2024Q4: not reported; 2025Q1: 1,507 shares; 2025Q2: 1,969 shares; 2025Q3: 3,258 shares; 2025Q4: 3,724 shares; 2026Q1: 3,745 shares; 2026Q2: 3,722 shares 3,722 $673K 0.14% -23 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: 1,310 shares; 2024Q4: 1,319 shares; 2025Q1: not reported; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,453 shares; 2026Q1: 1,430 shares; 2026Q2: 911 shares 911 $659K 0.14% -519 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: 2,275 shares; 2024Q4: 2,397 shares; 2025Q1: 2,466 shares; 2025Q2: 2,408 shares; 2025Q3: 2,516 shares; 2025Q4: 2,460 shares; 2026Q1: 2,445 shares; 2026Q2: 2,391 shares 2,391 $646K 0.13% -54 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: 462 shares; 2025Q3: 543 shares; 2025Q4: 600 shares; 2026Q1: 597 shares; 2026Q2: 550 shares 550 $646K 0.13% -47 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,770 shares; 2024Q4: 3,994 shares; 2025Q1: 3,975 shares; 2025Q2: 4,157 shares; 2025Q3: 4,557 shares; 2025Q4: 4,698 shares; 2026Q1: 4,686 shares; 2026Q2: 4,591 shares 4,591 $622K 0.13% -95 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,019 shares; 2024Q4: 6,355 shares; 2025Q1: 6,492 shares; 2025Q2: 6,409 shares; 2025Q3: 6,312 shares; 2025Q4: 6,514 shares; 2026Q1: 6,560 shares; 2026Q2: 6,413 shares 6,413 $617K 0.13% -147 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,933 shares; 2024Q4: 13,810 shares; 2025Q1: 14,327 shares; 2025Q2: 14,100 shares; 2025Q3: 14,066 shares; 2025Q4: 15,539 shares; 2026Q1: 14,499 shares; 2026Q2: 14,288 shares 14,288 $605K 0.12% -211 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: 1,091 shares; 2024Q4: 1,205 shares; 2025Q1: 1,291 shares; 2025Q2: 987 shares; 2025Q3: 554 shares; 2025Q4: 629 shares; 2026Q1: 614 shares; 2026Q2: 542 shares 542 $577K 0.12% -72 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,635 shares; 2026Q1: 7,045 shares; 2026Q2: 7,195 shares 7,195 $550K 0.11% +150 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,064 shares; 2024Q4: 4,625 shares; 2025Q1: 4,260 shares; 2025Q2: 4,100 shares; 2025Q3: 3,521 shares; 2025Q4: 3,221 shares; 2026Q1: 3,001 shares; 2026Q2: 2,940 shares 2,940 $545K 0.11% -61 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: 2,506 shares; 2024Q4: 2,585 shares; 2025Q1: 2,645 shares; 2025Q2: 2,698 shares; 2025Q3: 3,000 shares; 2025Q4: 3,216 shares; 2026Q1: 3,274 shares; 2026Q2: 3,299 shares 3,299 $517K 0.11% +25 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares; 2026Q1: 1,400 shares; 2026Q2: 1,524 shares 1,524 $510K 0.11% +124 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,526 shares; 2025Q2: 2,472 shares; 2025Q3: 2,211 shares; 2025Q4: 2,053 shares; 2026Q1: 1,950 shares; 2026Q2: 1,977 shares 1,977 $503K 0.1% +27 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,045 shares; 2024Q4: 2,045 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares; 2026Q1: 2,045 shares; 2026Q2: 2,045 shares 2,045 $487K 0.1% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,145 shares; 2024Q4: 5,494 shares; 2025Q1: 5,591 shares; 2025Q2: 5,326 shares; 2025Q3: 5,199 shares; 2025Q4: 5,285 shares; 2026Q1: 5,335 shares; 2026Q2: 5,314 shares 5,314 $482K 0.1% -21 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: 614 shares; 2024Q4: 608 shares; 2025Q1: 594 shares; 2025Q2: 584 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares; 2026Q2: 633 shares 633 $474K 0.1% -7 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: 746 shares; 2024Q4: 787 shares; 2025Q1: 781 shares; 2025Q2: 681 shares; 2025Q3: 583 shares; 2025Q4: 5,969 shares; 2026Q1: 6,227 shares; 2026Q2: 6,189 shares 6,189 $442K 0.09% -38 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 586 shares 586 $438K 0.09% new 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: 389 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 589 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 619 shares; 2026Q2: 619 shares 619 $425K 0.09% 0 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: 3,013 shares; 2025Q4: 3,286 shares; 2026Q1: 3,387 shares; 2026Q2: 3,564 shares 3,564 $416K 0.09% +177 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,025 shares; 2024Q4: 2,758 shares; 2025Q1: 2,545 shares; 2025Q2: 2,468 shares; 2025Q3: 2,130 shares; 2025Q4: 1,932 shares; 2026Q1: 1,770 shares; 2026Q2: 1,747 shares 1,747 $416K 0.09% -23 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,502 shares; 2025Q3: 19,004 shares; 2025Q4: 19,819 shares; 2026Q1: 19,517 shares; 2026Q2: 19,419 shares 19,419 $402K 0.08% -98 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: not reported; 2026Q2: 1,280 shares 1,280 $386K 0.08% new 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: 4,408 shares; 2024Q4: 4,060 shares; 2025Q1: 3,730 shares; 2025Q2: 3,613 shares; 2025Q3: 3,115 shares; 2025Q4: 2,873 shares; 2026Q1: 2,639 shares; 2026Q2: 2,639 shares 2,639 $369K 0.08% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,504 shares; 2024Q4: 3,369 shares; 2025Q1: 3,109 shares; 2025Q2: 2,987 shares; 2025Q3: 2,761 shares; 2025Q4: 2,653 shares; 2026Q1: 2,549 shares; 2026Q2: 2,581 shares 2,581 $359K 0.07% +32 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,118 shares; 2026Q1: 1,123 shares; 2026Q2: 1,189 shares 1,189 $345K 0.07% +66 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: 1,156 shares 1,156 $344K 0.07% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,727 shares; 2024Q4: 2,925 shares; 2025Q1: 3,047 shares; 2025Q2: 2,381 shares; 2025Q3: 1,207 shares; 2025Q4: 1,173 shares; 2026Q1: 1,102 shares; 2026Q2: 1,102 shares 1,102 $328K 0.07% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023 shares; 2024Q4: 1,024 shares; 2025Q1: 988 shares; 2025Q2: 948 shares; 2025Q3: 728 shares; 2025Q4: 618 shares; 2026Q1: 627 shares; 2026Q2: 627 shares 627 $319K 0.07% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,235 shares 2,235 $312K 0.06% new 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: 1,610 shares; 2024Q4: 1,752 shares; 2025Q1: 1,831 shares; 2025Q2: 1,439 shares; 2025Q3: 882 shares; 2025Q4: 876 shares; 2026Q1: 837 shares; 2026Q2: 837 shares 837 $303K 0.06% 0 Timeline NPO ENPRO INC More: the full row for ENPRO 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: 1,480 shares; 2025Q4: 1,254 shares; 2026Q1: 1,194 shares; 2026Q2: 800 shares 800 $302K 0.06% -394 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL 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: 695 shares; 2025Q4: 722 shares; 2026Q1: 734 shares; 2026Q2: 729 shares 729 $290K 0.06% -5 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,403 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,368 shares; 2025Q4: 1,368 shares; 2026Q1: 1,335 shares; 2026Q2: 1,310 shares 1,310 $289K 0.06% -25 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: 803 shares; 2024Q4: 810 shares; 2025Q1: 795 shares; 2025Q2: 780 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 729 shares; 2026Q2: 796 shares 796 $274K 0.06% +67 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 269 shares; 2025Q3: 266 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 281 shares 281 $270K 0.06% +12 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 1,763 shares; 2025Q1: 1,829 shares; 2025Q2: 1,828 shares; 2025Q3: 2,036 shares; 2025Q4: 2,064 shares; 2026Q1: 2,139 shares; 2026Q2: 2,112 shares 2,112 $263K 0.05% -27 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 966 shares 966 $263K 0.05% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,558 shares; 2024Q4: 3,245 shares; 2025Q1: 2,962 shares; 2025Q2: 2,832 shares; 2025Q3: 2,454 shares; 2025Q4: 2,230 shares; 2026Q1: 2,058 shares; 2026Q2: 2,031 shares 2,031 $256K 0.05% -27 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: 1,139 shares 1,139 $255K 0.05% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,820 shares; 2025Q2: 5,616 shares; 2025Q3: 5,673 shares; 2025Q4: 5,824 shares; 2026Q1: 5,870 shares; 2026Q2: 5,899 shares 5,899 $248K 0.05% +29 Timeline AOK 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: 7,674 shares; 2025Q2: not reported; 2025Q3: 5,019 shares; 2025Q4: 5,014 shares; 2026Q1: 5,517 shares; 2026Q2: 5,675 shares 5,675 $235K 0.05% +158 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 708 shares; 2024Q4: 772 shares; 2025Q1: 820 shares; 2025Q2: 815 shares; 2025Q3: 828 shares; 2025Q4: 850 shares; 2026Q1: 876 shares; 2026Q2: 878 shares 878 $229K 0.05% +2 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,483 shares; 2025Q1: 1,348 shares; 2025Q2: 1,331 shares; 2025Q3: 1,278 shares; 2025Q4: 1,310 shares; 2026Q1: not reported; 2026Q2: 1,612 shares 1,612 $228K 0.05% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,662 shares; 2024Q4: 2,834 shares; 2025Q1: 2,941 shares; 2025Q2: 2,382 shares; 2025Q3: 1,241 shares; 2025Q4: 1,215 shares; 2026Q1: 1,168 shares; 2026Q2: 1,183 shares 1,183 $225K 0.05% +15 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,932 shares; 2024Q4: 3,592 shares; 2025Q1: 3,347 shares; 2025Q2: 3,222 shares; 2025Q3: 2,769 shares; 2025Q4: 5,055 shares; 2026Q1: 4,523 shares; 2026Q2: 4,421 shares 4,421 $225K 0.05% -102 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: 4,682 shares; 2024Q4: 14,619 shares; 2025Q1: 3,973 shares; 2025Q2: 8,541 shares; 2025Q3: 9,238 shares; 2025Q4: 47,007 shares; 2026Q1: 5,323 shares; 2026Q2: 4,336 shares 4,336 $219K 0.05% -987 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 356 shares; 2025Q4: 1,897 shares; 2026Q1: 2,107 shares; 2026Q2: 2,104 shares 2,104 $209K 0.04% -3 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: 4,636 shares; 2024Q4: 4,629 shares; 2025Q1: 4,340 shares; 2025Q2: 4,210 shares; 2025Q3: 4,150 shares; 2025Q4: not reported; 2026Q1: 3,615 shares; 2026Q2: 3,580 shares 3,580 $207K 0.04% -35 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,948 shares; 2026Q1: 3,226 shares; 2026Q2: 2,058 shares 2,058 $202K 0.04% -1,168 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: not reported; 2026Q2: 507 shares 507 $201K 0.04% new Timeline