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: 67,390 shares; 2024Q4: 66,554 shares; 2025Q1: 68,498 shares; 2025Q2: 68,561 shares; 2025Q3: 68,092 shares; 2025Q4: 66,560 shares; 2026Q1: 67,699 shares; 2026Q2: 69,441 shares 69,441 $25.7M 5.17% +1,742 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: 88,137 shares; 2024Q4: 85,705 shares; 2025Q1: 82,220 shares; 2025Q2: 81,329 shares; 2025Q3: 82,836 shares; 2025Q4: 82,388 shares; 2026Q1: 79,208 shares; 2026Q2: 78,845 shares 78,845 $22.8M 4.59% -363 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,493 shares; 2024Q4: 51,633 shares; 2025Q1: 48,308 shares; 2025Q2: 47,505 shares; 2025Q3: 47,266 shares; 2025Q4: 46,495 shares; 2026Q1: 44,914 shares; 2026Q2: 224,090 shares 224,090 $19.7M 3.96% +179,176 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: 24,019 shares; 2024Q4: 23,485 shares; 2025Q1: 23,149 shares; 2025Q2: 23,047 shares; 2025Q3: 22,638 shares; 2025Q4: 22,197 shares; 2026Q1: 21,075 shares; 2026Q2: 21,027 shares 21,027 $15.1M 3.05% -48 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: 67,499 shares; 2024Q4: 72,195 shares; 2025Q1: 75,090 shares; 2025Q2: 73,150 shares; 2025Q3: 76,667 shares; 2025Q4: 81,041 shares; 2026Q1: 88,643 shares; 2026Q2: 92,893 shares 92,893 $14.7M 2.95% +4,250 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: 102,637 shares; 2024Q4: 105,917 shares; 2025Q1: 103,136 shares; 2025Q2: 101,451 shares; 2025Q3: 99,819 shares; 2025Q4: 99,538 shares; 2026Q1: 94,361 shares; 2026Q2: 92,789 shares 92,789 $14.1M 2.83% -1,572 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: 44,215 shares; 2024Q4: 45,280 shares; 2025Q1: 55,693 shares; 2025Q2: 59,587 shares; 2025Q3: 63,021 shares; 2025Q4: 65,340 shares; 2026Q1: 74,238 shares; 2026Q2: 83,948 shares 83,948 $13.1M 2.64% +9,710 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: 14,370 shares; 2024Q4: 15,129 shares; 2025Q1: 14,637 shares; 2025Q2: 14,373 shares; 2025Q3: 14,140 shares; 2025Q4: 14,103 shares; 2026Q1: 14,039 shares; 2026Q2: 13,881 shares 13,881 $13M 2.61% -158 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: 52,536 shares; 2024Q4: 60,203 shares; 2025Q1: 59,228 shares; 2025Q2: 57,524 shares; 2025Q3: 58,183 shares; 2025Q4: 58,714 shares; 2026Q1: 58,331 shares; 2026Q2: 58,196 shares 58,196 $12.4M 2.49% -135 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: 26,431 shares; 2024Q4: 26,193 shares; 2025Q1: 26,162 shares; 2025Q2: 26,089 shares; 2025Q3: 25,221 shares; 2025Q4: 25,079 shares; 2026Q1: 24,826 shares; 2026Q2: 24,708 shares 24,708 $12.4M 2.49% -118 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: 34,121 shares; 2024Q4: 35,910 shares; 2025Q1: 34,672 shares; 2025Q2: 33,382 shares; 2025Q3: 32,930 shares; 2025Q4: 32,920 shares; 2026Q1: 33,072 shares; 2026Q2: 32,910 shares 32,910 $12.3M 2.47% -162 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: 54,545 shares; 2024Q4: 56,392 shares; 2025Q1: 56,015 shares; 2025Q2: 54,044 shares; 2025Q3: 53,097 shares; 2025Q4: 52,808 shares; 2026Q1: 53,140 shares; 2026Q2: 53,586 shares 53,586 $11.7M 2.35% +446 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: 39,519 shares; 2024Q4: 40,429 shares; 2025Q1: 38,413 shares; 2025Q2: 37,247 shares; 2025Q3: 34,713 shares; 2025Q4: 34,275 shares; 2026Q1: 31,914 shares; 2026Q2: 31,374 shares 31,374 $11.2M 2.26% -540 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: 94,750 shares; 2024Q4: 95,478 shares; 2025Q1: 93,738 shares; 2025Q2: 91,492 shares; 2025Q3: 91,305 shares; 2025Q4: 91,150 shares; 2026Q1: 89,846 shares; 2026Q2: 88,671 shares 88,671 $10M 2.02% -1,175 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: 10,099 shares; 2024Q4: 10,100 shares; 2025Q1: 9,609 shares; 2025Q2: 9,547 shares; 2025Q3: 9,536 shares; 2025Q4: 9,451 shares; 2026Q1: 9,135 shares; 2026Q2: 73,376 shares 73,376 $8.77M 1.76% +64,241 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: 35,952 shares; 2024Q4: 40,463 shares; 2025Q1: 39,678 shares; 2025Q2: 39,527 shares; 2025Q3: 39,295 shares; 2025Q4: 39,678 shares; 2026Q1: 37,251 shares; 2026Q2: 36,783 shares 36,783 $8.77M 1.76% -468 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: 36,922 shares; 2024Q4: 37,432 shares; 2025Q1: 36,280 shares; 2025Q2: 35,301 shares; 2025Q3: 34,705 shares; 2025Q4: 34,261 shares; 2026Q1: 32,811 shares; 2026Q2: 32,547 shares 32,547 $7.7M 1.55% -264 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,471 shares; 2024Q4: 58,080 shares; 2025Q1: 61,830 shares; 2025Q2: 67,612 shares; 2025Q3: 83,060 shares; 2025Q4: 102,393 shares; 2026Q1: 132,183 shares; 2026Q2: 138,435 shares 138,435 $6.86M 1.38% +6,252 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,996 shares; 2025Q4: 27,266 shares; 2026Q1: 66,613 shares; 2026Q2: 68,682 shares 68,682 $6.74M 1.36% +2,069 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: 47,846 shares; 2024Q4: 56,307 shares; 2025Q1: 58,653 shares; 2025Q2: 58,030 shares; 2025Q3: 53,335 shares; 2025Q4: 52,281 shares; 2026Q1: 52,718 shares; 2026Q2: 51,773 shares 51,773 $6.65M 1.34% -945 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: 26,514 shares; 2024Q4: 26,302 shares; 2025Q1: 26,088 shares; 2025Q2: 26,210 shares; 2025Q3: 26,044 shares; 2025Q4: 26,382 shares; 2026Q1: 25,782 shares; 2026Q2: 25,628 shares 25,628 $6.45M 1.3% -154 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,734 shares; 2024Q4: 6,734 shares; 2025Q1: 6,651 shares; 2025Q2: 6,651 shares; 2025Q3: 6,651 shares; 2025Q4: 6,651 shares; 2026Q1: 6,531 shares; 2026Q2: 6,531 shares 6,531 $6.3M 1.27% 0 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: 23,130 shares; 2024Q4: 66,859 shares; 2025Q1: 67,668 shares; 2025Q2: 70,159 shares; 2025Q3: 90,285 shares; 2025Q4: 100,978 shares; 2026Q1: 146,815 shares; 2026Q2: 198,228 shares 198,228 $6.29M 1.26% +51,413 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: 17,289 shares; 2024Q4: 19,400 shares; 2025Q1: 19,171 shares; 2025Q2: 17,837 shares; 2025Q3: 17,782 shares; 2025Q4: 17,696 shares; 2026Q1: 18,606 shares; 2026Q2: 18,491 shares 18,491 $6.05M 1.22% -115 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: 28,100 shares; 2024Q4: 26,720 shares; 2025Q1: 25,110 shares; 2025Q2: 24,549 shares; 2025Q3: 24,368 shares; 2025Q4: 24,036 shares; 2026Q1: 23,202 shares; 2026Q2: 22,910 shares 22,910 $5.82M 1.17% -292 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,134 shares; 2024Q4: 285,567 shares; 2025Q1: 292,057 shares; 2025Q2: 284,104 shares; 2025Q3: 280,874 shares; 2025Q4: 240,964 shares; 2026Q1: 232,244 shares; 2026Q2: 226,116 shares 226,116 $5.44M 1.1% -6,128 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: 41,615 shares; 2024Q4: 46,693 shares; 2025Q1: 47,247 shares; 2025Q2: 45,808 shares; 2025Q3: 45,797 shares; 2025Q4: 41,206 shares; 2026Q1: 39,959 shares; 2026Q2: 39,005 shares 39,005 $5.28M 1.06% -954 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: 8,158 shares; 2024Q4: 8,138 shares; 2025Q1: 7,785 shares; 2025Q2: 7,581 shares; 2025Q3: 7,548 shares; 2025Q4: 7,499 shares; 2026Q1: 7,172 shares; 2026Q2: 6,899 shares 6,899 $5.17M 1.04% -273 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,900 shares; 2024Q4: 8,847 shares; 2025Q1: 8,555 shares; 2025Q2: 8,280 shares; 2025Q3: 8,097 shares; 2025Q4: 8,096 shares; 2026Q1: 8,045 shares; 2026Q2: 58,599 shares 58,599 $5.05M 1.02% +50,554 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: 13,244 shares; 2024Q4: 14,124 shares; 2025Q1: 14,471 shares; 2025Q2: 13,512 shares; 2025Q3: 13,094 shares; 2025Q4: 12,175 shares; 2026Q1: 11,425 shares; 2026Q2: 11,405 shares 11,405 $4.31M 0.87% -20 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: 78,067 shares; 2024Q4: 86,700 shares; 2025Q1: 85,058 shares; 2025Q2: 83,591 shares; 2025Q3: 83,599 shares; 2025Q4: 84,336 shares; 2026Q1: 74,146 shares; 2026Q2: 72,754 shares 72,754 $4.15M 0.83% -1,392 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: 5,627 shares; 2024Q4: 5,592 shares; 2025Q1: 5,570 shares; 2025Q2: 5,563 shares; 2025Q3: 5,406 shares; 2025Q4: 5,459 shares; 2026Q1: 5,529 shares; 2026Q2: 5,520 shares 5,520 $4.06M 0.82% -9 Timeline PHO 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: 59,898 shares; 2024Q4: 60,246 shares; 2025Q1: 60,696 shares; 2025Q2: 60,297 shares; 2025Q3: 59,001 shares; 2025Q4: 58,954 shares; 2026Q1: 57,755 shares; 2026Q2: 57,388 shares 57,388 $3.96M 0.8% -367 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: 12,782 shares; 2024Q4: 15,058 shares; 2025Q1: 14,695 shares; 2025Q2: 11,630 shares; 2025Q3: 10,489 shares; 2025Q4: 8,942 shares; 2026Q1: 6,729 shares; 2026Q2: 6,560 shares 6,560 $3.81M 0.77% -169 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: 5,794 shares; 2024Q4: 5,794 shares; 2025Q1: 5,740 shares; 2025Q2: 5,614 shares; 2025Q3: 5,419 shares; 2025Q4: 5,364 shares; 2026Q1: 5,099 shares; 2026Q2: 5,084 shares 5,084 $3.8M 0.76% -15 Timeline FIW 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: 33,036 shares; 2024Q4: 32,906 shares; 2025Q1: 32,712 shares; 2025Q2: 32,762 shares; 2025Q3: 31,645 shares; 2025Q4: 33,059 shares; 2026Q1: 32,216 shares; 2026Q2: 33,010 shares 33,010 $3.62M 0.73% +794 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,257 shares; 2024Q4: 14,332 shares; 2025Q1: 13,913 shares; 2025Q2: 25,056 shares; 2025Q3: 29,131 shares; 2025Q4: 30,029 shares; 2026Q1: 41,204 shares; 2026Q2: 41,274 shares 41,274 $3.53M 0.71% +70 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: 6,865 shares; 2024Q4: 6,678 shares; 2025Q1: 5,729 shares; 2025Q2: 6,854 shares; 2025Q3: 10,034 shares; 2025Q4: 12,353 shares; 2026Q1: 12,199 shares; 2026Q2: 14,953 shares 14,953 $3.28M 0.66% +2,754 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: 10,304 shares; 2024Q4: 10,703 shares; 2025Q1: 10,022 shares; 2025Q2: 9,886 shares; 2025Q3: 9,760 shares; 2025Q4: 9,776 shares; 2026Q1: 9,718 shares; 2026Q2: 9,564 shares 9,564 $3.28M 0.66% -154 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: 9,642 shares; 2024Q4: 10,691 shares; 2025Q1: 10,628 shares; 2025Q2: 10,440 shares; 2025Q3: 10,376 shares; 2025Q4: 9,281 shares; 2026Q1: 9,177 shares; 2026Q2: 9,201 shares 9,201 $3.25M 0.65% +24 Timeline VHT 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: 11,300 shares; 2024Q4: 11,246 shares; 2025Q1: 11,120 shares; 2025Q2: 11,106 shares; 2025Q3: 10,870 shares; 2025Q4: 10,842 shares; 2026Q1: 10,655 shares; 2026Q2: 10,673 shares 10,673 $3.19M 0.64% +18 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: 23,325 shares; 2024Q4: 23,525 shares; 2025Q1: 23,393 shares; 2025Q2: 23,826 shares; 2025Q3: 23,670 shares; 2025Q4: 24,170 shares; 2026Q1: 24,031 shares; 2026Q2: 22,958 shares 22,958 $3.14M 0.63% -1,073 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: 63,115 shares; 2024Q4: 64,448 shares; 2025Q1: 58,683 shares; 2025Q2: 54,553 shares; 2025Q3: 54,498 shares; 2025Q4: 54,398 shares; 2026Q1: 53,893 shares; 2026Q2: 51,450 shares 51,450 $3.13M 0.63% -2,443 Timeline KNG 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: 46,202 shares; 2024Q4: 47,301 shares; 2025Q1: 55,409 shares; 2025Q2: 55,348 shares; 2025Q3: 57,392 shares; 2025Q4: 55,667 shares; 2026Q1: 59,162 shares; 2026Q2: 59,020 shares 59,020 $2.98M 0.6% -142 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: 16,189 shares; 2024Q4: 16,189 shares; 2025Q1: 16,353 shares; 2025Q2: 16,419 shares; 2025Q3: 16,419 shares; 2025Q4: 16,419 shares; 2026Q1: 16,464 shares; 2026Q2: 16,464 shares 16,464 $2.98M 0.6% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,133 shares; 2024Q4: 15,925 shares; 2025Q1: 18,197 shares; 2025Q2: 18,153 shares; 2025Q3: 17,633 shares; 2025Q4: 17,372 shares; 2026Q1: 17,598 shares; 2026Q2: 17,545 shares 17,545 $2.91M 0.58% -53 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: 10,966 shares; 2024Q4: 10,957 shares; 2025Q1: 10,799 shares; 2025Q2: 10,627 shares; 2025Q3: 10,582 shares; 2025Q4: 10,676 shares; 2026Q1: 10,701 shares; 2026Q2: 10,633 shares 10,633 $2.87M 0.58% -68 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: 7,923 shares; 2024Q4: 7,723 shares; 2025Q1: 7,456 shares; 2025Q2: 7,232 shares; 2025Q3: 7,057 shares; 2025Q4: 6,984 shares; 2026Q1: 6,949 shares; 2026Q2: 6,879 shares 6,879 $2.86M 0.58% -70 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: 13,567 shares; 2024Q4: 13,385 shares; 2025Q1: 12,386 shares; 2025Q2: 11,825 shares; 2025Q3: 11,830 shares; 2025Q4: 11,590 shares; 2026Q1: 11,156 shares; 2026Q2: 10,731 shares 10,731 $2.64M 0.53% -425 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: 31,643 shares; 2024Q4: 31,600 shares; 2025Q1: 31,327 shares; 2025Q2: 30,618 shares; 2025Q3: 30,585 shares; 2025Q4: 30,290 shares; 2026Q1: 29,536 shares; 2026Q2: 28,696 shares 28,696 $2.61M 0.52% -840 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,088 shares; 2024Q4: 13,056 shares; 2025Q1: 11,854 shares; 2025Q2: 11,768 shares; 2025Q3: 11,683 shares; 2025Q4: 11,741 shares; 2026Q1: 12,031 shares; 2026Q2: 11,659 shares 11,659 $2.6M 0.52% -372 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: 41,674 shares; 2024Q4: 39,156 shares; 2025Q1: 33,716 shares; 2025Q2: 32,963 shares; 2025Q3: 32,481 shares; 2025Q4: 32,364 shares; 2026Q1: 31,857 shares; 2026Q2: 31,195 shares 31,195 $2.54M 0.51% -662 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: 24,739 shares; 2024Q4: 24,739 shares; 2025Q1: 22,024 shares; 2025Q2: 20,959 shares; 2025Q3: 20,878 shares; 2025Q4: 20,649 shares; 2026Q1: 20,296 shares; 2026Q2: 20,088 shares 20,088 $2.39M 0.48% -208 Timeline VPU 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: 12,611 shares; 2024Q4: 13,447 shares; 2025Q1: 13,768 shares; 2025Q2: 13,445 shares; 2025Q3: 13,069 shares; 2025Q4: 12,975 shares; 2026Q1: 12,364 shares; 2026Q2: 12,202 shares 12,202 $2.39M 0.48% -162 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,615 shares; 2024Q4: 3,837 shares; 2025Q1: 3,564 shares; 2025Q2: 3,849 shares; 2025Q3: 3,616 shares; 2025Q4: 3,587 shares; 2026Q1: 3,424 shares; 2026Q2: 3,416 shares 3,416 $2.35M 0.47% -8 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: 70,824 shares; 2024Q4: 69,737 shares; 2025Q1: 68,632 shares; 2025Q2: 67,774 shares; 2025Q3: 64,784 shares; 2025Q4: 60,203 shares; 2026Q1: 56,595 shares; 2026Q2: 54,280 shares 54,280 $2.3M 0.46% -2,315 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,394 shares; 2024Q4: 7,230 shares; 2025Q1: 7,156 shares; 2025Q2: 6,902 shares; 2025Q3: 6,832 shares; 2025Q4: 6,802 shares; 2026Q1: 6,779 shares; 2026Q2: 6,633 shares 6,633 $2.24M 0.45% -146 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: 13,471 shares; 2024Q4: 14,212 shares; 2025Q1: 15,001 shares; 2025Q2: 14,557 shares; 2025Q3: 14,487 shares; 2025Q4: 13,616 shares; 2026Q1: 15,353 shares; 2026Q2: 15,152 shares 15,152 $2.22M 0.45% -201 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: 1,514 shares; 2024Q4: 1,936 shares; 2025Q1: 1,996 shares; 2025Q2: 2,023 shares; 2025Q3: 2,494 shares; 2025Q4: 2,529 shares; 2026Q1: 1,850 shares; 2026Q2: 1,809 shares 1,809 $2.17M 0.44% -41 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,248 shares; 2024Q4: 28,080 shares; 2025Q1: 27,260 shares; 2025Q2: 26,705 shares; 2025Q3: 26,412 shares; 2025Q4: 26,040 shares; 2026Q1: 25,567 shares; 2026Q2: 24,283 shares 24,283 $2.13M 0.43% -1,284 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,601 shares; 2024Q4: 11,936 shares; 2025Q1: 13,263 shares; 2025Q2: 10,951 shares; 2025Q3: 10,853 shares; 2025Q4: 10,543 shares; 2026Q1: 9,886 shares; 2026Q2: 9,646 shares 9,646 $2.09M 0.42% -240 Timeline VFH 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: 17,189 shares; 2024Q4: 17,234 shares; 2025Q1: 17,786 shares; 2025Q2: 16,939 shares; 2025Q3: 16,879 shares; 2025Q4: 16,711 shares; 2026Q1: 16,467 shares; 2026Q2: 15,805 shares 15,805 $2.08M 0.42% -662 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,353 shares; 2024Q4: 4,105 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,198 shares; 2025Q4: 4,197 shares; 2026Q1: 4,147 shares; 2026Q2: 16,588 shares 16,588 $2.06M 0.41% +12,441 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: 5,869 shares; 2024Q4: 5,682 shares; 2025Q1: 5,698 shares; 2025Q2: 5,657 shares; 2025Q3: 5,645 shares; 2025Q4: 5,402 shares; 2026Q1: 5,243 shares; 2026Q2: 5,115 shares 5,115 $1.81M 0.36% -128 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,434 shares; 2024Q4: 3,427 shares; 2025Q1: 3,418 shares; 2025Q2: 3,388 shares; 2025Q3: 3,356 shares; 2025Q4: 3,318 shares; 2026Q1: 3,295 shares; 2026Q2: 3,315 shares 3,315 $1.73M 0.35% +20 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: 26,862 shares; 2024Q4: 28,491 shares; 2025Q1: 32,776 shares; 2025Q2: 32,223 shares; 2025Q3: 31,853 shares; 2025Q4: 28,568 shares; 2026Q1: 29,877 shares; 2026Q2: 29,681 shares 29,681 $1.72M 0.35% -196 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,455 shares; 2025Q3: 8,891 shares; 2025Q4: 16,558 shares; 2026Q1: 15,912 shares; 2026Q2: 16,312 shares 16,312 $1.71M 0.34% +400 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: 5,865 shares; 2024Q4: 5,853 shares; 2025Q1: 4,369 shares; 2025Q2: 4,319 shares; 2025Q3: 4,382 shares; 2025Q4: 9,552 shares; 2026Q1: 9,182 shares; 2026Q2: 8,924 shares 8,924 $1.7M 0.34% -258 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: 1,730 shares; 2024Q4: 1,720 shares; 2025Q1: 1,736 shares; 2025Q2: 1,746 shares; 2025Q3: 1,595 shares; 2025Q4: 1,662 shares; 2026Q1: 1,587 shares; 2026Q2: 1,586 shares 1,586 $1.69M 0.34% -1 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,388 shares; 2024Q4: 9,345 shares; 2025Q1: 10,123 shares; 2025Q2: 10,160 shares; 2025Q3: 10,033 shares; 2025Q4: 7,110 shares; 2026Q1: 6,885 shares; 2026Q2: 6,799 shares 6,799 $1.63M 0.33% -86 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,852 shares; 2024Q4: 57,187 shares; 2025Q1: 58,154 shares; 2025Q2: 58,756 shares; 2025Q3: 57,192 shares; 2025Q4: 59,357 shares; 2026Q1: 58,679 shares; 2026Q2: 58,479 shares 58,479 $1.58M 0.32% -200 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,297 shares; 2025Q4: 31,919 shares; 2026Q1: 32,885 shares; 2026Q2: 30,669 shares 30,669 $1.52M 0.31% -2,216 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,812 shares 14,812 $1.49M 0.3% new 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: 8,353 shares; 2024Q4: 7,610 shares; 2025Q1: 7,049 shares; 2025Q2: 6,804 shares; 2025Q3: 6,766 shares; 2025Q4: 6,576 shares; 2026Q1: 6,015 shares; 2026Q2: 5,987 shares 5,987 $1.45M 0.29% -28 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,549 shares; 2024Q4: 19,772 shares; 2025Q1: 19,127 shares; 2025Q2: 19,178 shares; 2025Q3: 17,332 shares; 2025Q4: 16,862 shares; 2026Q1: 15,737 shares; 2026Q2: 15,107 shares 15,107 $1.44M 0.29% -630 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: 4,050 shares; 2024Q4: 3,709 shares; 2025Q1: 4,267 shares; 2025Q2: 4,157 shares; 2025Q3: 4,593 shares; 2025Q4: 4,163 shares; 2026Q1: 4,893 shares; 2026Q2: 7,090 shares 7,090 $1.42M 0.29% +2,197 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,019 shares; 2024Q4: 13,701 shares; 2025Q1: 12,507 shares; 2025Q2: 11,207 shares; 2025Q3: 9,275 shares; 2025Q4: 8,602 shares; 2026Q1: 4,929 shares; 2026Q2: 3,810 shares 3,810 $1.41M 0.28% -1,119 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: 15,917 shares; 2024Q4: 15,977 shares; 2025Q1: 15,725 shares; 2025Q2: 15,739 shares; 2025Q3: 15,601 shares; 2025Q4: 15,601 shares; 2026Q1: 15,536 shares; 2026Q2: 15,369 shares 15,369 $1.39M 0.28% -167 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,519 shares; 2025Q2: 20,131 shares; 2025Q3: 23,951 shares; 2025Q4: 26,073 shares; 2026Q1: 26,078 shares; 2026Q2: 26,614 shares 26,614 $1.36M 0.27% +536 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: 1,102 shares; 2024Q4: 2,001 shares; 2025Q1: 2,020 shares; 2025Q2: 1,987 shares; 2025Q3: 1,365 shares; 2025Q4: 1,414 shares; 2026Q1: 1,358 shares; 2026Q2: 1,348 shares 1,348 $1.36M 0.27% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,990 shares 23,990 $1.35M 0.27% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,413 shares; 2024Q4: 7,431 shares; 2025Q1: 6,991 shares; 2025Q2: 7,042 shares; 2025Q3: 6,929 shares; 2025Q4: 6,915 shares; 2026Q1: 6,840 shares; 2026Q2: 6,738 shares 6,738 $1.28M 0.26% -102 Timeline LMBS 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: 10,693 shares; 2024Q4: 10,483 shares; 2025Q1: 11,058 shares; 2025Q2: 10,861 shares; 2025Q3: 13,891 shares; 2025Q4: 25,881 shares; 2026Q1: 26,364 shares; 2026Q2: 25,238 shares 25,238 $1.26M 0.25% -1,126 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: 8,566 shares; 2024Q4: 8,566 shares; 2025Q1: 7,992 shares; 2025Q2: 7,883 shares; 2025Q3: 7,926 shares; 2025Q4: 7,926 shares; 2026Q1: 7,933 shares; 2026Q2: 8,026 shares 8,026 $1.22M 0.25% +93 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,960 shares; 2024Q4: 5,548 shares; 2025Q1: 5,787 shares; 2025Q2: 5,325 shares; 2025Q3: 5,116 shares; 2025Q4: 5,113 shares; 2026Q1: 6,044 shares; 2026Q2: 8,123 shares 8,123 $1.22M 0.25% +2,079 Timeline RDVI 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: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares; 2025Q4: 37,075 shares; 2026Q1: 41,025 shares; 2026Q2: 41,025 shares 41,025 $1.21M 0.24% 0 Timeline SPYD 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: 16,931 shares; 2024Q4: 22,452 shares; 2025Q1: 24,152 shares; 2025Q2: 20,320 shares; 2025Q3: 20,411 shares; 2025Q4: 18,766 shares; 2026Q1: 18,665 shares; 2026Q2: 24,015 shares 24,015 $1.15M 0.23% +5,350 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,074 shares; 2024Q4: 17,668 shares; 2025Q1: 18,060 shares; 2025Q2: 17,438 shares; 2025Q3: 17,322 shares; 2025Q4: 16,140 shares; 2026Q1: 20,211 shares; 2026Q2: 21,997 shares 21,997 $1.14M 0.23% +1,786 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: 13,040 shares; 2024Q4: 13,153 shares; 2025Q1: 13,227 shares; 2025Q2: 13,206 shares; 2025Q3: 13,266 shares; 2025Q4: 13,111 shares; 2026Q1: 13,086 shares; 2026Q2: 12,920 shares 12,920 $1.13M 0.23% -166 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,230 shares; 2024Q4: 35,409 shares; 2025Q1: 31,880 shares; 2025Q2: 27,773 shares; 2025Q3: 22,736 shares; 2025Q4: 22,655 shares; 2026Q1: 22,607 shares; 2026Q2: 22,607 shares 22,607 $1.07M 0.22% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,782 shares 4,782 $1.06M 0.21% new 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: 4,712 shares 4,712 $1.06M 0.21% new 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 reported; 2024Q4: not reported; 2025Q1: 2,469 shares; 2025Q2: 3,031 shares; 2025Q3: 5,689 shares; 2025Q4: 9,942 shares; 2026Q1: 10,108 shares; 2026Q2: 10,147 shares 10,147 $979K 0.2% +39 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,386 shares; 2025Q3: 12,386 shares; 2025Q4: 11,882 shares; 2026Q1: 11,300 shares; 2026Q2: 11,180 shares 11,180 $946K 0.19% -120 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: 18,483 shares; 2024Q4: 18,440 shares; 2025Q1: 15,995 shares; 2025Q2: 21,420 shares; 2025Q3: 19,982 shares; 2025Q4: 19,144 shares; 2026Q1: 16,565 shares; 2026Q2: 16,300 shares 16,300 $939K 0.19% -265 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: 13,356 shares; 2024Q4: 13,356 shares; 2025Q1: 13,356 shares; 2025Q2: 13,036 shares; 2025Q3: 13,058 shares; 2025Q4: 13,508 shares; 2026Q1: 13,058 shares; 2026Q2: 13,036 shares 13,036 $938K 0.19% -22 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: 3,642 shares; 2024Q4: 6,874 shares; 2025Q1: 8,086 shares; 2025Q2: 8,005 shares; 2025Q3: 8,016 shares; 2025Q4: 7,416 shares; 2026Q1: 4,464 shares; 2026Q2: 4,453 shares 4,453 $931K 0.19% -11 Timeline IGV 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: 5,489 shares; 2025Q2: 16,812 shares; 2025Q3: 20,011 shares; 2025Q4: 19,915 shares; 2026Q1: 8,249 shares; 2026Q2: 10,190 shares 10,190 $923K 0.19% +1,941 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,212 shares; 2024Q4: 12,021 shares; 2025Q1: 12,106 shares; 2025Q2: 12,110 shares; 2025Q3: 12,115 shares; 2025Q4: 12,370 shares; 2026Q1: 12,344 shares; 2026Q2: 11,986 shares 11,986 $908K 0.18% -358 Timeline BINC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,440 shares; 2026Q1: 12,060 shares; 2026Q2: 17,150 shares 17,150 $898K 0.18% +5,090 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,578 shares; 2024Q4: 4,578 shares; 2025Q1: 4,578 shares; 2025Q2: 4,578 shares; 2025Q3: 4,578 shares; 2025Q4: 4,578 shares; 2026Q1: 4,578 shares; 2026Q2: 4,578 shares 4,578 $890K 0.18% 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: 2,306 shares; 2024Q4: 2,289 shares; 2025Q1: 2,320 shares; 2025Q2: 2,252 shares; 2025Q3: 2,252 shares; 2025Q4: 2,252 shares; 2026Q1: 2,252 shares; 2026Q2: 3,269 shares 3,269 $889K 0.18% +1,017 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,354 shares; 2024Q4: 9,141 shares; 2025Q1: 8,660 shares; 2025Q2: 8,589 shares; 2025Q3: 8,549 shares; 2025Q4: 8,417 shares; 2026Q1: 8,587 shares; 2026Q2: 9,101 shares 9,101 $878K 0.18% +514 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,476 shares; 2024Q4: 5,723 shares; 2025Q1: 5,824 shares; 2025Q2: 5,597 shares; 2025Q3: 5,667 shares; 2025Q4: 5,667 shares; 2026Q1: 5,609 shares; 2026Q2: 5,174 shares 5,174 $846K 0.17% -435 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,749 shares; 2024Q4: 1,701 shares; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares; 2026Q1: 1,701 shares; 2026Q2: 1,701 shares 1,701 $845K 0.17% 0 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: 628 shares; 2024Q4: 755 shares; 2025Q1: 1,243 shares; 2025Q2: 1,414 shares; 2025Q3: 1,220 shares; 2025Q4: 1,170 shares; 2026Q1: 424 shares; 2026Q2: 419 shares 419 $834K 0.17% -5 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,488 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares; 2025Q4: 3,488 shares; 2026Q1: 3,488 shares; 2026Q2: 3,488 shares 3,488 $777K 0.16% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,488 shares; 2025Q3: 13,559 shares; 2025Q4: 18,543 shares; 2026Q1: 33,373 shares; 2026Q2: 33,103 shares 33,103 $758K 0.15% -270 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: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 2,458 shares; 2026Q2: 2,502 shares 2,502 $752K 0.15% +44 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: 4,904 shares; 2024Q4: 5,869 shares; 2025Q1: 6,622 shares; 2025Q2: 8,668 shares; 2025Q3: 6,935 shares; 2025Q4: 6,642 shares; 2026Q1: 5,130 shares; 2026Q2: 4,784 shares 4,784 $749K 0.15% -346 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111 shares; 2024Q4: 1,159 shares; 2025Q1: 1,203 shares; 2025Q2: 1,140 shares; 2025Q3: 1,097 shares; 2025Q4: 10,590 shares; 2026Q1: 10,590 shares; 2026Q2: 10,465 shares 10,465 $747K 0.15% -125 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: 1,688 shares; 2024Q4: 1,688 shares; 2025Q1: 1,676 shares; 2025Q2: 1,481 shares; 2025Q3: 1,444 shares; 2025Q4: 1,471 shares; 2026Q1: 1,472 shares; 2026Q2: 1,445 shares 1,445 $736K 0.15% -27 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: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 2,483 shares; 2025Q4: 2,483 shares; 2026Q1: 2,483 shares; 2026Q2: 2,483 shares 2,483 $722K 0.15% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,205 shares; 2024Q4: 22,999 shares; 2025Q1: 23,408 shares; 2025Q2: 23,409 shares; 2025Q3: 23,415 shares; 2025Q4: 8,918 shares; 2026Q1: 9,026 shares; 2026Q2: 8,857 shares 8,857 $719K 0.14% -169 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,738 shares; 2025Q2: 15,085 shares; 2025Q3: 15,155 shares; 2025Q4: 15,090 shares; 2026Q1: 16,012 shares; 2026Q2: 17,011 shares 17,011 $718K 0.14% +999 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,044 shares; 2026Q1: 12,044 shares; 2026Q2: 11,834 shares 11,834 $711K 0.14% -210 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,054 shares; 2024Q4: 13,039 shares; 2025Q1: 10,928 shares; 2025Q2: 10,558 shares; 2025Q3: 10,837 shares; 2025Q4: 11,237 shares; 2026Q1: 12,540 shares; 2026Q2: 12,197 shares 12,197 $710K 0.14% -343 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: 16,722 shares; 2024Q4: 16,129 shares; 2025Q1: 14,490 shares; 2025Q2: 12,494 shares; 2025Q3: 12,343 shares; 2025Q4: 11,952 shares; 2026Q1: 9,228 shares; 2026Q2: 7,176 shares 7,176 $691K 0.14% -2,052 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: 544 shares; 2024Q4: 599 shares; 2025Q1: 700 shares; 2025Q2: 831 shares; 2025Q3: 855 shares; 2025Q4: 793 shares; 2026Q1: 787 shares; 2026Q2: 1,143 shares 1,143 $644K 0.13% +356 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,178 shares; 2024Q4: 18,607 shares; 2025Q1: 16,829 shares; 2025Q2: 15,214 shares; 2025Q3: 12,245 shares; 2025Q4: 11,259 shares; 2026Q1: 6,447 shares; 2026Q2: 3,488 shares 3,488 $639K 0.13% -2,959 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,752 shares; 2024Q4: 4,752 shares; 2025Q1: 3,909 shares; 2025Q2: 3,909 shares; 2025Q3: 5,005 shares; 2025Q4: 4,790 shares; 2026Q1: 4,588 shares; 2026Q2: 4,588 shares 4,588 $631K 0.13% 0 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: 1,262 shares; 2024Q4: 1,238 shares; 2025Q1: 1,149 shares; 2025Q2: 1,458 shares; 2025Q3: 1,602 shares; 2025Q4: 1,495 shares; 2026Q1: 1,495 shares; 2026Q2: 1,495 shares 1,495 $629K 0.13% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,983 shares; 2024Q4: 27,458 shares; 2025Q1: 27,322 shares; 2025Q2: 27,608 shares; 2025Q3: 27,466 shares; 2025Q4: 27,322 shares; 2026Q1: 25,238 shares; 2026Q2: 24,742 shares 24,742 $607K 0.12% -496 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,430 shares; 2024Q4: 8,030 shares; 2025Q1: 8,025 shares; 2025Q2: 8,025 shares; 2025Q3: 7,925 shares; 2025Q4: 7,860 shares; 2026Q1: 8,050 shares; 2026Q2: 8,050 shares 8,050 $607K 0.12% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 3,214 shares; 2026Q1: 3,225 shares; 2026Q2: 3,289 shares 3,289 $597K 0.12% +64 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: 9,017 shares; 2024Q4: 5,437 shares; 2025Q1: 5,302 shares; 2025Q2: 5,412 shares; 2025Q3: 5,588 shares; 2025Q4: 5,514 shares; 2026Q1: 5,084 shares; 2026Q2: 5,050 shares 5,050 $593K 0.12% -34 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: 3,739 shares; 2024Q4: 3,525 shares; 2025Q1: 3,456 shares; 2025Q2: 3,330 shares; 2025Q3: 3,026 shares; 2025Q4: 3,348 shares; 2026Q1: 3,248 shares; 2026Q2: 3,173 shares 3,173 $586K 0.12% -75 Timeline VDC 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: 2,471 shares; 2024Q4: 2,524 shares; 2025Q1: 2,983 shares; 2025Q2: 2,980 shares; 2025Q3: 2,850 shares; 2025Q4: 2,765 shares; 2026Q1: 2,644 shares; 2026Q2: 2,564 shares 2,564 $578K 0.12% -80 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,629 shares; 2024Q4: 4,629 shares; 2025Q1: 4,557 shares; 2025Q2: 4,557 shares; 2025Q3: 4,578 shares; 2025Q4: 4,578 shares; 2026Q1: 4,546 shares; 2026Q2: 4,578 shares 4,578 $564K 0.11% +32 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: 1,398 shares; 2024Q4: 1,270 shares; 2025Q1: 1,112 shares; 2025Q2: 1,103 shares; 2025Q3: 1,113 shares; 2025Q4: 1,093 shares; 2026Q1: 1,094 shares; 2026Q2: 1,094 shares 1,094 $562K 0.11% 0 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: 1,749 shares; 2024Q4: 1,749 shares; 2025Q1: 1,786 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 1,749 shares; 2026Q1: 1,749 shares; 2026Q2: 1,749 shares 1,749 $550K 0.11% 0 Timeline VIS 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: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,600 shares; 2025Q2: 1,414 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares; 2026Q1: 1,251 shares; 2026Q2: 1,520 shares 1,520 $548K 0.11% +269 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,794 shares; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: 2,894 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares; 2026Q1: 4,226 shares; 2026Q2: 4,213 shares 4,213 $533K 0.11% -13 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: 4,297 shares; 2024Q4: 4,297 shares; 2025Q1: 4,297 shares; 2025Q2: 4,282 shares; 2025Q3: 4,250 shares; 2025Q4: 4,207 shares; 2026Q1: 4,144 shares; 2026Q2: 4,144 shares 4,144 $524K 0.11% 0 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 29,000 shares; 2025Q1: 27,500 shares; 2025Q2: 26,000 shares; 2025Q3: 24,500 shares; 2025Q4: 23,500 shares; 2026Q1: 21,500 shares; 2026Q2: 20,500 shares 20,500 $514K 0.1% -1,000 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,456 shares; 2024Q4: 4,456 shares; 2025Q1: 4,636 shares; 2025Q2: 4,751 shares; 2025Q3: 4,802 shares; 2025Q4: 4,802 shares; 2026Q1: 4,880 shares; 2026Q2: 4,625 shares 4,625 $512K 0.1% -255 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: 2,371 shares; 2026Q2: 2,371 shares 2,371 $503K 0.1% 0 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: 10,174 shares; 2024Q4: 10,134 shares; 2025Q1: 10,101 shares; 2025Q2: 9,159 shares; 2025Q3: 9,225 shares; 2025Q4: 10,969 shares; 2026Q1: 8,919 shares; 2026Q2: 9,284 shares 9,284 $498K 0.1% +365 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,218 shares; 2025Q4: 14,259 shares; 2026Q1: 24,142 shares; 2026Q2: 22,244 shares 22,244 $498K 0.1% -1,898 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: 1,392 shares; 2024Q4: 1,386 shares; 2025Q1: 1,472 shares; 2025Q2: 1,489 shares; 2025Q3: 1,496 shares; 2025Q4: 1,309 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares 1,310 $489K 0.1% 0 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,144 shares; 2024Q4: 10,006 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares; 2026Q1: 11,400 shares; 2026Q2: 10,550 shares 10,550 $487K 0.1% -850 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: 1,626 shares; 2024Q4: 1,585 shares; 2025Q1: 1,610 shares; 2025Q2: 1,606 shares; 2025Q3: 1,659 shares; 2025Q4: 1,724 shares; 2026Q1: 1,697 shares; 2026Q2: 1,722 shares 1,722 $484K 0.1% +25 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: 482 shares; 2025Q3: 473 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $474K 0.1% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,448 shares; 2024Q4: 7,350 shares; 2025Q1: 11,882 shares; 2025Q2: 4,312 shares; 2025Q3: 4,355 shares; 2025Q4: 4,580 shares; 2026Q1: 4,270 shares; 2026Q2: 4,270 shares 4,270 $461K 0.09% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,273 shares; 2024Q4: 20,341 shares; 2025Q1: 21,315 shares; 2025Q2: 20,495 shares; 2025Q3: 20,885 shares; 2025Q4: 14,553 shares; 2026Q1: 13,422 shares; 2026Q2: 11,159 shares 11,159 $458K 0.09% -2,263 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,490 shares; 2024Q4: 6,490 shares; 2025Q1: 6,490 shares; 2025Q2: 6,490 shares; 2025Q3: 6,454 shares; 2025Q4: 6,399 shares; 2026Q1: 6,325 shares; 2026Q2: 5,444 shares 5,444 $447K 0.09% -881 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: 7,312 shares; 2024Q4: 7,284 shares; 2025Q1: 7,164 shares; 2025Q2: 5,830 shares; 2025Q3: 5,022 shares; 2025Q4: 4,717 shares; 2026Q1: 4,575 shares; 2026Q2: 4,347 shares 4,347 $444K 0.09% -228 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: 2,039 shares; 2024Q4: 2,103 shares; 2025Q1: 2,103 shares; 2025Q2: 2,039 shares; 2025Q3: 2,059 shares; 2025Q4: 2,059 shares; 2026Q1: 2,059 shares; 2026Q2: 2,059 shares 2,059 $415K 0.08% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,946 shares; 2024Q4: 8,796 shares; 2025Q1: 8,546 shares; 2025Q2: 8,691 shares; 2025Q3: 9,182 shares; 2025Q4: 9,182 shares; 2026Q1: 9,307 shares; 2026Q2: 9,307 shares 9,307 $397K 0.08% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,576 shares; 2025Q2: 2,989 shares; 2025Q3: 3,089 shares; 2025Q4: 3,103 shares; 2026Q1: 833 shares; 2026Q2: 825 shares 825 $394K 0.08% -8 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,574 shares; 2025Q1: 12,197 shares; 2025Q2: 7,097 shares; 2025Q3: 7,097 shares; 2025Q4: 6,859 shares; 2026Q1: 5,803 shares; 2026Q2: 5,803 shares 5,803 $391K 0.08% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,974 shares; 2024Q4: 18,753 shares; 2025Q1: 20,130 shares; 2025Q2: 19,639 shares; 2025Q3: 19,333 shares; 2025Q4: 18,508 shares; 2026Q1: 6,643 shares; 2026Q2: 4,177 shares 4,177 $390K 0.08% -2,466 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $389K 0.08% 0 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: 16,082 shares; 2024Q4: 17,239 shares; 2025Q1: 18,805 shares; 2025Q2: 21,273 shares; 2025Q3: 21,357 shares; 2025Q4: 19,555 shares; 2026Q1: 18,958 shares; 2026Q2: 18,755 shares 18,755 $388K 0.08% -203 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: 4,865 shares; 2024Q4: 4,608 shares; 2025Q1: 6,805 shares; 2025Q2: 6,022 shares; 2025Q3: 5,051 shares; 2025Q4: 4,823 shares; 2026Q1: 4,364 shares; 2026Q2: 3,596 shares 3,596 $387K 0.08% -768 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,870 shares; 2025Q3: 10,326 shares; 2025Q4: 10,328 shares; 2026Q1: 10,184 shares; 2026Q2: 10,350 shares 10,350 $380K 0.08% +166 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,158 shares; 2024Q4: 3,158 shares; 2025Q1: 3,563 shares; 2025Q2: 3,743 shares; 2025Q3: 3,767 shares; 2025Q4: 7,534 shares; 2026Q1: 7,084 shares; 2026Q2: 7,095 shares 7,095 $377K 0.08% +11 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,644 shares; 2024Q4: 3,634 shares; 2025Q1: 3,634 shares; 2025Q2: 3,534 shares; 2025Q3: 3,334 shares; 2025Q4: 3,334 shares; 2026Q1: 3,334 shares; 2026Q2: 6,668 shares 6,668 $374K 0.08% +3,334 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,599 shares; 2024Q4: 4,599 shares; 2025Q1: 4,803 shares; 2025Q2: 4,693 shares; 2025Q3: 4,072 shares; 2025Q4: 4,072 shares; 2026Q1: 3,779 shares; 2026Q2: 3,779 shares 3,779 $374K 0.08% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,929 shares; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,864 shares; 2025Q3: 4,864 shares; 2025Q4: 4,814 shares; 2026Q1: 4,785 shares; 2026Q2: 4,726 shares 4,726 $373K 0.08% -59 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: 2,492 shares; 2024Q4: 2,492 shares; 2025Q1: 2,741 shares; 2025Q2: 2,603 shares; 2025Q3: 2,544 shares; 2025Q4: 2,844 shares; 2026Q1: 2,345 shares; 2026Q2: 2,321 shares 2,321 $368K 0.07% -24 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,042 shares; 2025Q4: 4,987 shares; 2026Q1: 5,597 shares; 2026Q2: 5,559 shares 5,559 $359K 0.07% -38 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: 1,079 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,033 shares; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 769 shares; 2026Q2: 4,423 shares 4,423 $356K 0.07% +3,654 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: 2,539 shares 2,539 $355K 0.07% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,746 shares; 2025Q4: 1,671 shares; 2026Q1: 1,642 shares; 2026Q2: 1,555 shares 1,555 $353K 0.07% -87 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: 708 shares; 2024Q4: 708 shares; 2025Q1: 643 shares; 2025Q2: 649 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 556 shares; 2026Q2: 556 shares 556 $353K 0.07% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,158 shares; 2026Q1: 4,675 shares; 2026Q2: 4,675 shares 4,675 $333K 0.07% 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: 6,387 shares; 2024Q4: 5,825 shares; 2025Q1: 4,987 shares; 2025Q2: 4,762 shares; 2025Q3: 4,328 shares; 2025Q4: 4,328 shares; 2026Q1: 4,328 shares; 2026Q2: 4,223 shares 4,223 $327K 0.07% -105 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,195 shares; 2026Q1: 1,070 shares; 2026Q2: 870 shares 870 $320K 0.06% -200 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares 2,175 $318K 0.06% 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: 2,427 shares; 2024Q4: 2,523 shares; 2025Q1: 2,523 shares; 2025Q2: 2,788 shares; 2025Q3: 2,686 shares; 2025Q4: 2,120 shares; 2026Q1: 2,087 shares; 2026Q2: 2,084 shares 2,084 $305K 0.06% -3 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares; 2026Q1: 1,279 shares; 2026Q2: 1,229 shares 1,229 $298K 0.06% -50 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 409 shares 409 $296K 0.06% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,201 shares; 2025Q1: 8,267 shares; 2025Q2: 3,494 shares; 2025Q3: 3,221 shares; 2025Q4: 3,159 shares; 2026Q1: 3,159 shares; 2026Q2: 3,159 shares 3,159 $291K 0.06% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,733 shares; 2026Q1: 13,235 shares; 2026Q2: 12,746 shares 12,746 $282K 0.06% -489 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: 907 shares; 2024Q4: 815 shares; 2025Q1: 814 shares; 2025Q2: 864 shares; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 757 shares; 2026Q2: 748 shares 748 $271K 0.05% -9 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,913 shares; 2024Q4: 2,243 shares; 2025Q1: 2,068 shares; 2025Q2: 2,016 shares; 2025Q3: 2,045 shares; 2025Q4: 1,978 shares; 2026Q1: 1,866 shares; 2026Q2: 1,619 shares 1,619 $266K 0.05% -247 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,282 shares; 2024Q4: 2,128 shares; 2025Q1: 1,993 shares; 2025Q2: 1,893 shares; 2025Q3: 1,863 shares; 2025Q4: 1,938 shares; 2026Q1: 1,863 shares; 2026Q2: 1,635 shares 1,635 $265K 0.05% -228 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 528 shares; 2026Q1: not reported; 2026Q2: 525 shares 525 $260K 0.05% new Timeline DMX DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,050 shares 5,050 $254K 0.05% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares; 2026Q1: 3,115 shares; 2026Q2: 3,115 shares 3,115 $247K 0.05% 0 Timeline AGG 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: 2,228 shares; 2025Q1: not reported; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 2,441 shares; 2026Q1: 2,437 shares; 2026Q2: 2,437 shares 2,437 $241K 0.05% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,442 shares; 2025Q4: 2,442 shares; 2026Q1: 2,508 shares; 2026Q2: 2,486 shares 2,486 $237K 0.05% -22 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 reported; 2024Q4: not reported; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 734 shares; 2026Q2: 687 shares 687 $234K 0.05% -47 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: not reported; 2026Q1: not reported; 2026Q2: 541 shares 541 $233K 0.05% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 900 shares; 2026Q2: 900 shares 900 $230K 0.05% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,425 shares; 2024Q4: 4,115 shares; 2025Q1: 4,115 shares; 2025Q2: 4,115 shares; 2025Q3: 4,160 shares; 2025Q4: 3,560 shares; 2026Q1: 4,832 shares; 2026Q2: 2,766 shares 2,766 $229K 0.05% -2,066 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,627 shares; 2024Q4: 2,572 shares; 2025Q1: 2,572 shares; 2025Q2: 2,572 shares; 2025Q3: 2,628 shares; 2025Q4: 2,775 shares; 2026Q1: 2,701 shares; 2026Q2: 2,687 shares 2,687 $223K 0.04% -14 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,516 shares; 2026Q2: 3,516 shares 3,516 $221K 0.04% 0 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: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $214K 0.04% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,929 shares 1,929 $213K 0.04% new Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,340 shares 2,340 $210K 0.04% new Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,923 shares; 2025Q1: 10,923 shares; 2025Q2: 10,923 shares; 2025Q3: 10,923 shares; 2025Q4: 10,923 shares; 2026Q1: 10,923 shares; 2026Q2: 10,923 shares 10,923 $173K 0.03% 0 Timeline