BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,418 shares; 2025Q1: 57,196 shares; 2025Q2: 57,477 shares; 2025Q3: 57,044 shares; 2025Q4: 55,253 shares; 2026Q1: 55,551 shares; 2026Q2: 55,145 shares 55,145 $27.6M 10.51% -406 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,334 shares; 2025Q1: 45,371 shares; 2025Q2: 46,852 shares; 2025Q3: 49,132 shares; 2025Q4: 48,104 shares; 2026Q1: 48,593 shares; 2026Q2: 50,053 shares 50,053 $14.5M 5.51% +1,460 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 251,625 shares; 2025Q1: 252,670 shares; 2025Q2: 268,020 shares; 2025Q3: 165,608 shares; 2025Q4: 177,693 shares; 2026Q1: 186,996 shares; 2026Q2: 182,194 shares 182,194 $13.8M 5.24% -4,802 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,690 shares; 2025Q1: 13,569 shares; 2025Q2: 17,563 shares; 2025Q3: 17,911 shares; 2025Q4: 17,905 shares; 2026Q1: 23,244 shares; 2026Q2: 23,091 shares 23,091 $8.61M 3.28% -153 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,229 shares; 2025Q1: 6,261 shares; 2025Q2: 18,132 shares; 2025Q3: 18,412 shares; 2025Q4: 16,340 shares; 2026Q1: 16,520 shares; 2026Q2: 22,283 shares 22,283 $8.42M 3.2% +5,763 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,450 shares; 2025Q1: 11,800 shares; 2025Q2: 27,154 shares; 2025Q3: 31,774 shares; 2025Q4: 30,389 shares; 2026Q1: 32,519 shares; 2026Q2: 32,736 shares 32,736 $6.55M 2.49% +217 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,967 shares; 2025Q1: 12,968 shares; 2025Q2: 19,030 shares; 2025Q3: 19,413 shares; 2025Q4: 17,606 shares; 2026Q1: 17,681 shares; 2026Q2: 17,295 shares 17,295 $6.18M 2.35% -386 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,504 shares; 2025Q1: 2,504 shares; 2025Q2: 9,208 shares; 2025Q3: 12,598 shares; 2025Q4: 12,853 shares; 2026Q1: 14,719 shares; 2026Q2: 17,889 shares 17,889 $6.1M 2.32% +3,170 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,268 shares; 2025Q1: 4,443 shares; 2025Q2: 4,654 shares; 2025Q3: 4,922 shares; 2025Q4: 5,567 shares; 2026Q1: 6,180 shares; 2026Q2: 7,368 shares 7,368 $5.06M 1.93% +1,188 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,822 shares; 2025Q1: 11,186 shares; 2025Q2: 13,081 shares; 2025Q3: 13,139 shares; 2025Q4: 13,259 shares; 2026Q1: 13,784 shares; 2026Q2: 14,489 shares 14,489 $4.74M 1.81% +705 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,075 shares; 2025Q1: 12,227 shares; 2025Q2: 13,151 shares; 2025Q3: 12,798 shares; 2025Q4: 12,187 shares; 2026Q1: 12,438 shares; 2026Q2: 12,606 shares 12,606 $4.45M 1.7% +168 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,837 shares; 2025Q1: 12,785 shares; 2025Q2: 17,991 shares; 2025Q3: 18,963 shares; 2025Q4: 17,948 shares; 2026Q1: 18,582 shares; 2026Q2: 18,530 shares 18,530 $4.42M 1.68% -52 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,239 shares; 2025Q1: 2,206 shares; 2025Q2: 3,566 shares; 2025Q3: 5,230 shares; 2025Q4: 5,127 shares; 2026Q1: 5,441 shares; 2026Q2: 5,919 shares 5,919 $4.36M 1.66% +478 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,715 shares; 2025Q1: 13,679 shares; 2025Q2: 14,289 shares; 2025Q3: 13,711 shares; 2025Q4: 13,518 shares; 2026Q1: 13,475 shares; 2026Q2: 13,798 shares 13,798 $3.5M 1.33% +323 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,294 shares; 2025Q1: 8,965 shares; 2025Q2: 9,905 shares; 2025Q3: 12,036 shares; 2025Q4: 12,187 shares; 2026Q1: 14,008 shares; 2026Q2: 16,229 shares 16,229 $3.45M 1.31% +2,221 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,100 shares; 2026Q1: 37,400 shares; 2026Q2: 30,786 shares 30,786 $3.06M 1.17% -6,614 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 555 shares; 2025Q1: 1,285 shares; 2025Q2: 1,602 shares; 2025Q3: 1,699 shares; 2025Q4: 1,587 shares; 2026Q1: 1,658 shares; 2026Q2: 3,161 shares 3,161 $2.96M 1.13% +1,503 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,357 shares; 2025Q1: 1,677 shares; 2025Q2: 4,110 shares; 2025Q3: 4,955 shares; 2025Q4: 4,997 shares; 2026Q1: 5,558 shares; 2026Q2: 5,717 shares 5,717 $2.94M 1.12% +159 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,202 shares; 2025Q1: 25,212 shares; 2025Q2: 30,538 shares; 2025Q3: 32,908 shares; 2025Q4: 35,434 shares; 2026Q1: 39,384 shares; 2026Q2: 42,634 shares 42,634 $2.88M 1.1% +3,250 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,450 shares; 2025Q1: 4,050 shares; 2025Q2: 4,663 shares; 2025Q3: 6,702 shares; 2025Q4: 12,479 shares; 2026Q1: 12,849 shares; 2026Q2: 15,113 shares 15,113 $2.88M 1.1% +2,264 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,488 shares; 2025Q1: 5,047 shares; 2025Q2: 7,824 shares; 2025Q3: 7,956 shares; 2025Q4: 7,964 shares; 2026Q1: 7,934 shares; 2026Q2: 7,958 shares 7,958 $2.73M 1.04% +24 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,058 shares; 2026Q2: 29,544 shares 29,544 $2.63M 1% -514 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,606 shares; 2025Q1: 6,606 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares; 2025Q4: 7,282 shares; 2026Q1: 7,382 shares; 2026Q2: 6,988 shares 6,988 $2.57M 0.98% -394 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,563 shares; 2025Q1: 5,508 shares; 2025Q2: 5,185 shares; 2025Q3: 16,630 shares; 2025Q4: 16,485 shares; 2026Q1: 16,529 shares; 2026Q2: 16,447 shares 16,447 $2.5M 0.95% -82 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,155 shares; 2025Q1: 2,269 shares; 2025Q2: 3,455 shares; 2025Q3: 4,478 shares; 2025Q4: 4,154 shares; 2026Q1: 4,620 shares; 2026Q2: 4,961 shares 4,961 $2.49M 0.95% +341 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 714 shares; 2025Q1: 1,716 shares; 2025Q2: 1,866 shares; 2025Q3: 2,145 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares; 2026Q2: 2,258 shares 2,258 $2.4M 0.92% +353 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,241 shares; 2025Q1: 4,742 shares; 2025Q2: 7,445 shares; 2025Q3: 9,421 shares; 2025Q4: 11,206 shares; 2026Q1: 14,013 shares; 2026Q2: 14,224 shares 14,224 $2.36M 0.9% +211 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,467 shares; 2025Q3: 8,473 shares; 2025Q4: 8,471 shares; 2026Q1: 9,476 shares; 2026Q2: 10,247 shares 10,247 $2.35M 0.9% +771 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,346 shares; 2025Q1: 3,357 shares; 2025Q2: 11,061 shares; 2025Q3: 13,008 shares; 2025Q4: 13,106 shares; 2026Q1: 20,035 shares; 2026Q2: 20,521 shares 20,521 $2.32M 0.88% +486 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,429 shares; 2025Q1: 2,950 shares; 2025Q2: 6,960 shares; 2025Q3: 7,187 shares; 2025Q4: 7,347 shares; 2026Q1: 8,943 shares; 2026Q2: 10,208 shares 10,208 $2.32M 0.88% +1,265 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,115 shares; 2025Q1: 52,115 shares; 2025Q2: 52,115 shares; 2025Q3: 51,890 shares; 2025Q4: 48,480 shares; 2026Q1: 47,980 shares; 2026Q2: 46,700 shares 46,700 $2.3M 0.88% -1,280 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,234 shares; 2025Q4: 1,236 shares; 2026Q1: 9,883 shares; 2026Q2: 10,197 shares 10,197 $2.24M 0.85% +314 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,810 shares; 2026Q1: 1,811 shares; 2026Q2: 1,862 shares 1,862 $2.19M 0.83% +51 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,436 shares; 2025Q2: 8,409 shares; 2025Q3: 10,667 shares; 2025Q4: 10,700 shares; 2026Q1: 11,836 shares; 2026Q2: 13,703 shares 13,703 $2.14M 0.81% +1,867 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,726 shares; 2025Q1: 37,809 shares; 2025Q2: 36,627 shares; 2025Q3: 36,627 shares; 2025Q4: 36,627 shares; 2026Q1: 36,627 shares; 2026Q2: 36,627 shares 36,627 $2.11M 0.8% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,231 shares; 2025Q1: 20,383 shares; 2025Q2: 24,103 shares; 2025Q3: 30,647 shares; 2025Q4: 28,530 shares; 2026Q1: 33,511 shares; 2026Q2: 34,866 shares 34,866 $1.99M 0.76% +1,355 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,398 shares; 2025Q3: 3,864 shares; 2025Q4: 3,943 shares; 2026Q1: 4,145 shares; 2026Q2: 4,117 shares 4,117 $1.97M 0.75% -28 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 967 shares; 2025Q1: 1,275 shares; 2025Q2: 1,254 shares; 2025Q3: 5,224 shares; 2025Q4: 5,224 shares; 2026Q1: 5,242 shares; 2026Q2: 5,232 shares 5,232 $1.94M 0.74% -10 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,748 shares; 2025Q1: 5,930 shares; 2025Q2: 9,260 shares; 2025Q3: 9,540 shares; 2025Q4: 9,564 shares; 2026Q1: 10,490 shares; 2026Q2: 10,044 shares 10,044 $1.91M 0.73% -446 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,283 shares; 2025Q1: 6,824 shares; 2025Q2: 15,694 shares; 2025Q3: 17,477 shares; 2025Q4: 16,039 shares; 2026Q1: 17,429 shares; 2026Q2: 19,516 shares 19,516 $1.71M 0.65% +2,087 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 661 shares; 2025Q1: 642 shares; 2025Q2: 2,630 shares; 2025Q3: 2,677 shares; 2025Q4: 2,682 shares; 2026Q1: 2,583 shares; 2026Q2: 2,267 shares 2,267 $1.69M 0.64% -316 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,754 shares; 2025Q1: 9,523 shares; 2025Q2: 8,427 shares; 2025Q3: 8,794 shares; 2025Q4: 8,173 shares; 2026Q1: 5,755 shares; 2026Q2: 5,874 shares 5,874 $1.68M 0.64% +119 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,539 shares; 2025Q1: 4,404 shares; 2025Q2: 8,280 shares; 2025Q3: 9,093 shares; 2025Q4: 8,603 shares; 2026Q1: 11,088 shares; 2026Q2: 11,479 shares 11,479 $1.57M 0.6% +391 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,981 shares; 2025Q3: 3,851 shares; 2025Q4: 2,810 shares; 2026Q1: 5,667 shares; 2026Q2: 5,084 shares 5,084 $1.32M 0.5% -583 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,137 shares; 2026Q1: 10,079 shares; 2026Q2: 11,341 shares 11,341 $1.32M 0.5% +1,262 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,360 shares; 2025Q1: 4,505 shares; 2025Q2: 5,935 shares; 2025Q3: 5,832 shares; 2025Q4: 5,845 shares; 2026Q1: 5,862 shares; 2026Q2: 8,289 shares 8,289 $1.31M 0.5% +2,427 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,085 shares; 2025Q1: 7,005 shares; 2025Q2: 6,963 shares; 2025Q3: 6,972 shares; 2025Q4: 6,778 shares; 2026Q1: 5,468 shares; 2026Q2: 5,916 shares 5,916 $1.29M 0.49% +448 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,040 shares; 2025Q1: 2,258 shares; 2025Q2: 4,248 shares; 2025Q3: 5,072 shares; 2025Q4: 5,032 shares; 2026Q1: 8,303 shares; 2026Q2: 7,242 shares 7,242 $1.22M 0.47% -1,061 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,777 shares; 2025Q1: 2,521 shares; 2025Q2: 3,902 shares; 2025Q3: 4,960 shares; 2025Q4: 4,778 shares; 2026Q1: 5,154 shares; 2026Q2: 4,945 shares 4,945 $1.22M 0.46% -209 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,695 shares; 2025Q3: 1,878 shares; 2025Q4: 1,978 shares; 2026Q1: 2,035 shares; 2026Q2: 6,135 shares 6,135 $1.19M 0.45% +4,100 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: not loaded; 2024Q4: 21,576 shares; 2025Q1: 16,003 shares; 2025Q2: 8,881 shares; 2025Q3: 8,880 shares; 2025Q4: 8,629 shares; 2026Q1: 11,762 shares; 2026Q2: 11,562 shares 11,562 $1.18M 0.45% -200 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 614 shares; 2025Q4: 612 shares; 2026Q1: 956 shares; 2026Q2: 1,625 shares 1,625 $1.16M 0.44% +669 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,795 shares; 2025Q1: 1,796 shares; 2025Q2: 3,139 shares; 2025Q3: 3,271 shares; 2025Q4: 3,102 shares; 2026Q1: 2,772 shares; 2026Q2: 3,249 shares 3,249 $1.15M 0.44% +477 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 696 shares; 2025Q1: 802 shares; 2025Q2: 2,213 shares; 2025Q3: 2,661 shares; 2025Q4: 1,916 shares; 2026Q1: 2,039 shares; 2026Q2: 2,028 shares 2,028 $1.14M 0.43% -11 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 586 shares; 2025Q1: 575 shares; 2025Q2: 1,037 shares; 2025Q3: 902 shares; 2025Q4: 853 shares; 2026Q1: 874 shares; 2026Q2: 939 shares 939 $1.13M 0.43% +65 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,278 shares; 2025Q1: 3,279 shares; 2025Q2: 3,445 shares; 2025Q3: 4,096 shares; 2025Q4: 4,089 shares; 2026Q1: 4,095 shares; 2026Q2: 4,355 shares 4,355 $1.1M 0.42% +260 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 loaded; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 1,855 shares; 2025Q3: 2,039 shares; 2025Q4: 2,015 shares; 2026Q1: 2,016 shares; 2026Q2: 2,062 shares 2,062 $1.07M 0.41% +46 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,136 shares; 2025Q1: 7,088 shares; 2025Q2: 8,216 shares; 2025Q3: 8,183 shares; 2025Q4: 7,937 shares; 2026Q1: 7,317 shares; 2026Q2: 7,208 shares 7,208 $1.06M 0.4% -109 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,567 shares; 2025Q1: 2,490 shares; 2025Q2: 2,485 shares; 2025Q3: 2,335 shares; 2025Q4: 2,200 shares; 2026Q1: 2,361 shares; 2026Q2: 2,490 shares 2,490 $1.05M 0.4% +129 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,777 shares; 2025Q3: 8,580 shares; 2025Q4: 9,304 shares; 2026Q1: 6,880 shares; 2026Q2: 11,749 shares 11,749 $1.04M 0.4% +4,869 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,146 shares; 2025Q2: 14,056 shares; 2025Q3: 15,214 shares; 2025Q4: 15,097 shares; 2026Q1: 16,014 shares; 2026Q2: 14,392 shares 14,392 $1.04M 0.39% -1,622 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 1,268 shares; 2025Q4: 2,313 shares; 2026Q1: 6,113 shares; 2026Q2: 6,199 shares 6,199 $1.02M 0.39% +86 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,017 shares; 2025Q1: 2,471 shares; 2025Q2: 3,986 shares; 2025Q3: 5,237 shares; 2025Q4: 5,105 shares; 2026Q1: 6,099 shares; 2026Q2: 5,602 shares 5,602 $1.01M 0.39% -497 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 961 shares; 2025Q3: 1,013 shares; 2025Q4: 910 shares; 2026Q1: 1,033 shares; 2026Q2: 1,028 shares 1,028 $1.01M 0.38% -5 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 688 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 2,183 shares; 2026Q2: 1,942 shares 1,942 $954K 0.36% -241 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: not loaded; 2024Q4: 9,303 shares; 2025Q1: 9,303 shares; 2025Q2: 9,480 shares; 2025Q3: 9,172 shares; 2025Q4: 9,172 shares; 2026Q1: 9,172 shares; 2026Q2: 9,172 shares 9,172 $953K 0.36% 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: not loaded; 2024Q4: 1,971 shares; 2025Q1: 2,830 shares; 2025Q2: 5,165 shares; 2025Q3: 5,232 shares; 2025Q4: 4,686 shares; 2026Q1: 4,866 shares; 2026Q2: 5,015 shares 5,015 $927K 0.35% +149 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,346 shares; 2025Q1: 1,363 shares; 2025Q2: 3,206 shares; 2025Q3: 3,459 shares; 2025Q4: 3,465 shares; 2026Q1: 3,855 shares; 2026Q2: 4,054 shares 4,054 $907K 0.35% +199 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,340 shares; 2026Q1: 18,869 shares; 2026Q2: 19,217 shares 19,217 $901K 0.34% +348 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,858 shares; 2025Q1: 7,858 shares; 2025Q2: 7,858 shares; 2025Q3: 7,858 shares; 2025Q4: 7,858 shares; 2026Q1: 7,892 shares; 2026Q2: 8,359 shares 8,359 $899K 0.34% +467 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,873 shares; 2025Q2: 3,233 shares; 2025Q3: 3,635 shares; 2025Q4: 3,593 shares; 2026Q1: 3,820 shares; 2026Q2: 4,200 shares 4,200 $847K 0.32% +380 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,212 shares; 2025Q2: 1,986 shares; 2025Q3: 2,106 shares; 2025Q4: 2,196 shares; 2026Q1: 2,252 shares; 2026Q2: 2,260 shares 2,260 $845K 0.32% +8 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,919 shares; 2025Q1: 6,086 shares; 2025Q2: 10,833 shares; 2025Q3: 12,289 shares; 2025Q4: 9,795 shares; 2026Q1: 9,817 shares; 2026Q2: 9,610 shares 9,610 $835K 0.32% -207 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,685 shares 5,685 $831K 0.32% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,519 shares; 2025Q1: 2,519 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares; 2026Q1: 2,519 shares; 2026Q2: 2,269 shares 2,269 $815K 0.31% -250 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,835 shares; 2025Q3: 9,826 shares; 2025Q4: 9,856 shares; 2026Q1: 23,633 shares; 2026Q2: 21,805 shares 21,805 $806K 0.31% -1,828 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,063 shares; 2025Q1: 2,063 shares; 2025Q2: 2,781 shares; 2025Q3: 3,761 shares; 2025Q4: 3,716 shares; 2026Q1: 3,781 shares; 2026Q2: 3,590 shares 3,590 $804K 0.31% -191 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,361 shares; 2025Q3: 1,570 shares; 2025Q4: 1,571 shares; 2026Q1: 2,173 shares; 2026Q2: 2,262 shares 2,262 $771K 0.29% +89 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: not loaded; 2024Q4: 786 shares; 2025Q1: 791 shares; 2025Q2: 1,304 shares; 2025Q3: 1,225 shares; 2025Q4: 1,227 shares; 2026Q1: 1,934 shares; 2026Q2: 1,407 shares 1,407 $717K 0.27% -527 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,110 shares; 2025Q1: 7,005 shares; 2025Q2: 5,961 shares; 2025Q3: 6,044 shares; 2025Q4: 5,582 shares; 2026Q1: 5,257 shares; 2026Q2: 5,236 shares 5,236 $716K 0.27% -21 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,721 shares; 2025Q1: 7,521 shares; 2025Q2: 7,446 shares; 2025Q3: 7,321 shares; 2025Q4: 7,146 shares; 2026Q1: 7,146 shares; 2026Q2: 6,936 shares 6,936 $709K 0.27% -210 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,380 shares; 2025Q3: 4,386 shares; 2025Q4: 4,306 shares; 2026Q1: 3,911 shares; 2026Q2: 4,760 shares 4,760 $703K 0.27% +849 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 2,215 shares; 2026Q1: 2,150 shares; 2026Q2: 8,600 shares 8,600 $693K 0.26% +6,450 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 5,280 shares 5,280 $631K 0.24% +4,620 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,824 shares; 2025Q3: 5,703 shares; 2025Q4: 6,317 shares; 2026Q1: 7,227 shares; 2026Q2: 6,507 shares 6,507 $619K 0.24% -720 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,440 shares; 2025Q3: 4,016 shares; 2025Q4: 4,233 shares; 2026Q1: 4,778 shares; 2026Q2: 6,034 shares 6,034 $601K 0.23% +1,256 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,838 shares; 2025Q4: 1,668 shares; 2026Q1: 1,573 shares; 2026Q2: 1,991 shares 1,991 $598K 0.23% +418 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,139 shares; 2025Q1: 2,685 shares; 2025Q2: 2,627 shares; 2025Q3: 2,486 shares; 2025Q4: 2,187 shares; 2026Q1: 2,239 shares; 2026Q2: 2,161 shares 2,161 $584K 0.22% -78 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: not loaded; 2024Q4: not reported; 2025Q1: 1,618 shares; 2025Q2: 3,278 shares; 2025Q3: 4,339 shares; 2025Q4: 3,871 shares; 2026Q1: 3,547 shares; 2026Q2: 3,683 shares 3,683 $576K 0.22% +136 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 623 shares; 2026Q1: 575 shares; 2026Q2: 2,054 shares 2,054 $575K 0.22% +1,479 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,444 shares 2,444 $568K 0.22% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,203 shares; 2025Q4: 2,354 shares; 2026Q1: 3,779 shares; 2026Q2: 4,628 shares 4,628 $551K 0.21% +849 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,110 shares 11,110 $544K 0.21% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,444 shares 2,444 $540K 0.21% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: 2,090 shares; 2025Q4: 2,105 shares; 2026Q1: 2,507 shares; 2026Q2: 2,583 shares 2,583 $540K 0.21% +76 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,815 shares; 2026Q2: 13,600 shares 13,600 $540K 0.21% +7,785 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,167 shares 5,167 $526K 0.2% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,458 shares; 2025Q3: 5,236 shares; 2025Q4: 5,548 shares; 2026Q1: 5,480 shares; 2026Q2: 5,518 shares 5,518 $524K 0.2% +38 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 loaded; 2024Q4: 964 shares; 2025Q1: 1,167 shares; 2025Q2: 1,171 shares; 2025Q3: 1,173 shares; 2025Q4: 1,176 shares; 2026Q1: 1,179 shares; 2026Q2: 1,278 shares 1,278 $507K 0.19% +99 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 402 shares; 2025Q3: 490 shares; 2025Q4: 278 shares; 2026Q1: 264 shares; 2026Q2: 249 shares 249 $495K 0.19% -15 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,394 shares; 2025Q1: 2,682 shares; 2025Q2: 4,626 shares; 2025Q3: 3,707 shares; 2025Q4: 3,380 shares; 2026Q1: 3,388 shares; 2026Q2: 3,751 shares 3,751 $482K 0.18% +363 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,625 shares; 2025Q1: 10,597 shares; 2025Q2: 12,115 shares; 2025Q3: 10,130 shares; 2025Q4: 10,192 shares; 2026Q1: 10,248 shares; 2026Q2: 12,849 shares 12,849 $472K 0.18% +2,601 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,618 shares; 2025Q1: 12,815 shares; 2025Q2: 11,101 shares; 2025Q3: 19,672 shares; 2025Q4: 9,281 shares; 2026Q1: 9,217 shares; 2026Q2: 8,750 shares 8,750 $469K 0.18% -467 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares; 2026Q1: 5,550 shares; 2026Q2: 5,550 shares 5,550 $465K 0.18% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,602 shares; 2025Q3: 2,344 shares; 2025Q4: 2,349 shares; 2026Q1: 2,450 shares; 2026Q2: 1,884 shares 1,884 $457K 0.17% -566 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 526 shares; 2025Q1: 573 shares; 2025Q2: 551 shares; 2025Q3: 542 shares; 2025Q4: 622 shares; 2026Q1: 557 shares; 2026Q2: 605 shares 605 $453K 0.17% +48 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,476 shares; 2025Q3: 1,595 shares; 2025Q4: 1,601 shares; 2026Q1: 1,661 shares; 2026Q2: 1,664 shares 1,664 $447K 0.17% +3 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,199 shares 3,199 $447K 0.17% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,613 shares; 2025Q3: 3,533 shares; 2025Q4: 3,536 shares; 2026Q1: 2,812 shares; 2026Q2: 2,487 shares 2,487 $431K 0.16% -325 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,622 shares; 2026Q2: 6,622 shares 6,622 $427K 0.16% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,889 shares; 2025Q4: 2,796 shares; 2026Q1: 3,604 shares; 2026Q2: 3,611 shares 3,611 $410K 0.16% +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: not loaded; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 530 shares; 2025Q3: 566 shares; 2025Q4: 5,500 shares; 2026Q1: 5,470 shares; 2026Q2: 5,748 shares 5,748 $410K 0.16% +278 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,421 shares; 2025Q1: 7,022 shares; 2025Q2: 6,377 shares; 2025Q3: 7,734 shares; 2025Q4: 6,124 shares; 2026Q1: 3,556 shares; 2026Q2: 3,985 shares 3,985 $410K 0.16% +429 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,478 shares; 2025Q3: 7,732 shares; 2025Q4: 7,672 shares; 2026Q1: 7,688 shares; 2026Q2: 6,602 shares 6,602 $408K 0.16% -1,086 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $407K 0.15% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 557 shares 557 $403K 0.15% new Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,934 shares; 2025Q2: 5,307 shares; 2025Q3: 11,253 shares; 2025Q4: 6,900 shares; 2026Q1: 8,093 shares; 2026Q2: 7,196 shares 7,196 $398K 0.15% -897 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,294 shares 1,294 $390K 0.15% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 457 shares; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 503 shares; 2026Q2: 504 shares 504 $382K 0.15% +1 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,759 shares; 2025Q2: 4,760 shares; 2025Q3: 4,553 shares; 2025Q4: 4,556 shares; 2026Q1: 4,556 shares; 2026Q2: 4,557 shares 4,557 $370K 0.14% +1 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,894 shares; 2025Q3: 18,813 shares; 2025Q4: 18,989 shares; 2026Q1: 19,150 shares; 2026Q2: 19,304 shares 19,304 $369K 0.14% +154 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 686 shares; 2025Q3: not reported; 2025Q4: 1,683 shares; 2026Q1: 1,283 shares; 2026Q2: 1,309 shares 1,309 $368K 0.14% +26 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,221 shares; 2025Q1: not reported; 2025Q2: 1,641 shares; 2025Q3: 1,643 shares; 2025Q4: 1,145 shares; 2026Q1: 1,041 shares; 2026Q2: 1,604 shares 1,604 $354K 0.13% +563 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,060 shares 1,060 $350K 0.13% new 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 loaded; 2024Q4: 2,214 shares; 2025Q1: 2,214 shares; 2025Q2: 2,214 shares; 2025Q3: 2,214 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares; 2026Q2: 2,295 shares 2,295 $348K 0.13% +75 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 loaded; 2024Q4: 2,706 shares; 2025Q1: 2,706 shares; 2025Q2: 2,887 shares; 2025Q3: 3,510 shares; 2025Q4: 2,966 shares; 2026Q1: 2,930 shares; 2026Q2: 2,930 shares 2,930 $345K 0.13% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,246 shares; 2025Q3: 1,668 shares; 2025Q4: 1,458 shares; 2026Q1: 1,312 shares; 2026Q2: 1,248 shares 1,248 $344K 0.13% -64 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,707 shares; 2025Q2: 1,839 shares; 2025Q3: 1,985 shares; 2025Q4: 1,961 shares; 2026Q1: 1,962 shares; 2026Q2: 1,854 shares 1,854 $343K 0.13% -108 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,007 shares; 2025Q1: not reported; 2025Q2: 2,450 shares; 2025Q3: 3,101 shares; 2025Q4: 2,813 shares; 2026Q1: 2,978 shares; 2026Q2: 2,504 shares 2,504 $339K 0.13% -474 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,975 shares; 2025Q1: 3,977 shares; 2025Q2: 3,978 shares; 2025Q3: 3,979 shares; 2025Q4: 3,681 shares; 2026Q1: 3,682 shares; 2026Q2: 3,683 shares 3,683 $338K 0.13% +1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 530 shares 530 $336K 0.13% +130 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,036 shares; 2025Q4: 6,046 shares; 2026Q1: 6,056 shares; 2026Q2: 6,065 shares 6,065 $334K 0.13% +9 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,046 shares; 2025Q1: 2,663 shares; 2025Q2: 3,457 shares; 2025Q3: 4,594 shares; 2025Q4: 2,536 shares; 2026Q1: 2,975 shares; 2026Q2: 2,975 shares 2,975 $327K 0.12% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 863 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 933 shares; 2026Q2: 898 shares 898 $325K 0.12% -35 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,935 shares; 2025Q2: 2,860 shares; 2025Q3: 4,223 shares; 2025Q4: 3,753 shares; 2026Q1: 3,927 shares; 2026Q2: 4,189 shares 4,189 $321K 0.12% +262 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,473 shares; 2025Q2: 1,864 shares; 2025Q3: 2,027 shares; 2025Q4: 2,001 shares; 2026Q1: 1,876 shares; 2026Q2: 2,005 shares 2,005 $318K 0.12% +129 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: 257 shares; 2026Q1: 266 shares; 2026Q2: 310 shares 310 $314K 0.12% +44 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,695 shares 2,695 $312K 0.12% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,208 shares 1,208 $309K 0.12% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 967 shares; 2026Q2: 969 shares 969 $305K 0.12% +2 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 loaded; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares; 2025Q4: 1,359 shares; 2026Q1: 1,259 shares; 2026Q2: 1,259 shares 1,259 $300K 0.11% 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: not loaded; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 3,335 shares; 2025Q3: 3,456 shares; 2025Q4: 3,457 shares; 2026Q1: 3,539 shares; 2026Q2: 3,832 shares 3,832 $297K 0.11% +293 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,115 shares; 2025Q1: 7,115 shares; 2025Q2: 7,115 shares; 2025Q3: 7,115 shares; 2025Q4: 7,115 shares; 2026Q1: 6,805 shares; 2026Q2: 6,030 shares 6,030 $296K 0.11% -775 Timeline S&P GLOBAL INC S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 711 shares 711 $290K 0.11% new TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,458 shares; 2026Q1: 3,458 shares; 2026Q2: 3,674 shares 3,674 $286K 0.11% +216 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,533 shares; 2026Q2: 1,333 shares 1,333 $284K 0.11% -200 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,092 shares; 2026Q1: 7,792 shares; 2026Q2: 7,231 shares 7,231 $282K 0.11% -561 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,322 shares; 2026Q2: 5,123 shares 5,123 $278K 0.11% +801 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,094 shares; 2025Q3: 1,171 shares; 2025Q4: 1,105 shares; 2026Q1: 915 shares; 2026Q2: 976 shares 976 $276K 0.11% +61 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 703 shares; 2025Q1: 692 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 653 shares 653 $271K 0.1% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,458 shares 4,458 $271K 0.1% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 355 shares 355 $271K 0.1% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,410 shares; 2025Q3: 9,410 shares; 2025Q4: 9,411 shares; 2026Q1: 9,179 shares; 2026Q2: 9,179 shares 9,179 $270K 0.1% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares; 2026Q1: not reported; 2026Q2: 1,750 shares 1,750 $269K 0.1% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $265K 0.1% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,082 shares; 2025Q3: 39,260 shares; 2025Q4: 39,260 shares; 2026Q1: 39,260 shares; 2026Q2: 45,456 shares 45,456 $265K 0.1% +6,196 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 210 shares; 2026Q2: 197 shares 197 $262K 0.1% -13 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,628 shares; 2026Q1: 1,628 shares; 2026Q2: 1,628 shares 1,628 $256K 0.1% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,470 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares; 2026Q2: 1,722 shares 1,722 $252K 0.1% +121 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,599 shares 2,599 $251K 0.1% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,075 shares 5,075 $250K 0.1% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $246K 0.09% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,727 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,793 shares; 2026Q2: 1,896 shares 1,896 $246K 0.09% +103 Timeline PRTA PROTHENA CORP PLC More: the full row for PROTHENA CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,729 shares; 2025Q1: 21,629 shares; 2025Q2: 24,904 shares; 2025Q3: 25,386 shares; 2025Q4: 25,086 shares; 2026Q1: 25,086 shares; 2026Q2: 25,086 shares 25,086 $246K 0.09% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $245K 0.09% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,766 shares; 2026Q1: 2,772 shares; 2026Q2: 2,080 shares 2,080 $244K 0.09% -692 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 13,000 shares; 2025Q4: 14,093 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $241K 0.09% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 882 shares 882 $240K 0.09% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,892 shares; 2025Q3: 2,042 shares; 2025Q4: 2,042 shares; 2026Q1: 2,092 shares; 2026Q2: 1,893 shares 1,893 $239K 0.09% -199 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,466 shares; 2025Q4: 3,868 shares; 2026Q1: 3,927 shares; 2026Q2: 404 shares 404 $235K 0.09% -3,523 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $234K 0.09% 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: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,277 shares; 2025Q3: 1,327 shares; 2025Q4: 1,293 shares; 2026Q1: 1,187 shares; 2026Q2: 1,202 shares 1,202 $229K 0.09% +15 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,112 shares; 2025Q1: not reported; 2025Q2: 3,112 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,112 shares 3,112 $228K 0.09% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,290 shares 3,290 $225K 0.09% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,326 shares; 2026Q2: 2,314 shares 2,314 $223K 0.08% -12 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 331 shares 331 $217K 0.08% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,675 shares 2,675 $217K 0.08% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,895 shares; 2025Q3: 4,469 shares; 2025Q4: 9,124 shares; 2026Q1: 4,832 shares; 2026Q2: 4,765 shares 4,765 $216K 0.08% -67 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 683 shares 683 $215K 0.08% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 768 shares; 2026Q2: 771 shares 771 $215K 0.08% +3 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares; 2026Q2: 5,250 shares 5,250 $211K 0.08% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152 shares 152 $210K 0.08% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,988 shares 3,988 $208K 0.08% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 583 shares 583 $207K 0.08% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 747 shares; 2025Q3: 733 shares; 2025Q4: 733 shares; 2026Q1: not reported; 2026Q2: 504 shares 504 $206K 0.08% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,391 shares 6,391 $203K 0.08% new Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,903 shares 2,903 $202K 0.08% new Timeline DEC DIVERSIFIED ENERGY CO More: the full row for DIVERSIFIED ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,720 shares; 2026Q1: 11,463 shares; 2026Q2: 10,965 shares 10,965 $152K 0.06% -498 Timeline BRISTOL-MYERS SQUIBB CO BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,450 shares; 2025Q1: 26,450 shares; 2025Q2: 26,450 shares; 2025Q3: 26,450 shares; 2025Q4: 26,450 shares; 2026Q1: 26,450 shares; 2026Q2: 26,450 shares 26,450 $2.38K <0.01% 0