JPIB 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: 1,312,996 shares; 2025Q4: 1,428,266 shares; 2026Q1: 1,490,968 shares; 2026Q2: 1,625,600 shares 1,625,600 $78.6M 9.54% +134,632 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: 131,709 shares; 2024Q4: 143,563 shares; 2025Q1: 144,654 shares; 2025Q2: 143,411 shares; 2025Q3: 142,874 shares; 2025Q4: 137,329 shares; 2026Q1: 142,922 shares; 2026Q2: 144,451 shares 144,451 $53.2M 6.46% +1,529 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: 193,127 shares; 2024Q4: 193,164 shares; 2025Q1: 193,727 shares; 2025Q2: 193,445 shares; 2025Q3: 180,602 shares; 2025Q4: 186,558 shares; 2026Q1: 186,833 shares; 2026Q2: 180,887 shares 180,887 $52.3M 6.35% -5,946 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,344 shares; 2024Q4: 65,455 shares; 2025Q1: 60,984 shares; 2025Q2: 59,133 shares; 2025Q3: 55,484 shares; 2025Q4: 55,678 shares; 2026Q1: 50,508 shares; 2026Q2: 33,627 shares 33,627 $38.8M 4.71% -16,881 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: 81,736 shares; 2024Q4: 82,712 shares; 2025Q1: 55,134 shares; 2025Q2: 51,933 shares; 2025Q3: 50,431 shares; 2025Q4: 90,475 shares; 2026Q1: 94,824 shares; 2026Q2: 104,214 shares 104,214 $37.2M 4.52% +9,390 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 reported; 2024Q4: 70,057 shares; 2025Q1: 88,293 shares; 2025Q2: 98,554 shares; 2025Q3: 107,246 shares; 2025Q4: 182,916 shares; 2026Q1: 192,665 shares; 2026Q2: 196,780 shares 196,780 $34.1M 4.14% +4,115 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: 183,881 shares; 2024Q4: 177,787 shares; 2025Q1: 153,669 shares; 2025Q2: 151,942 shares; 2025Q3: 148,769 shares; 2025Q4: 150,756 shares; 2026Q1: 153,715 shares; 2026Q2: 155,212 shares 155,212 $31.1M 3.77% +1,497 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: 91,477 shares; 2024Q4: 94,046 shares; 2025Q1: 97,254 shares; 2025Q2: 107,930 shares; 2025Q3: 109,244 shares; 2025Q4: 99,524 shares; 2026Q1: 81,428 shares; 2026Q2: 80,160 shares 80,160 $26.2M 3.18% -1,268 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: 23,837 shares; 2024Q4: 20,252 shares; 2025Q1: 18,757 shares; 2025Q2: 18,614 shares; 2025Q3: 17,802 shares; 2025Q4: 19,966 shares; 2026Q1: 20,667 shares; 2026Q2: 20,925 shares 20,925 $25.1M 3.05% +258 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495,103 shares; 2024Q4: 511,663 shares; 2025Q1: 508,621 shares; 2025Q2: 510,333 shares; 2025Q3: 573,033 shares; 2025Q4: 604,901 shares; 2026Q1: 534,624 shares; 2026Q2: 493,285 shares 493,285 $24.4M 2.96% -41,339 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,439 shares; 2025Q2: 401,390 shares; 2025Q3: 654,001 shares; 2025Q4: 718,167 shares; 2026Q1: 618,221 shares; 2026Q2: 567,183 shares 567,183 $23.5M 2.85% -51,038 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: 77,512 shares; 2024Q4: 79,118 shares; 2025Q1: 73,583 shares; 2025Q2: 71,494 shares; 2025Q3: 68,063 shares; 2025Q4: 69,026 shares; 2026Q1: 70,954 shares; 2026Q2: 57,329 shares 57,329 $21.4M 2.6% -13,625 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: 79,621 shares; 2024Q4: 78,946 shares; 2025Q1: 77,439 shares; 2025Q2: 90,164 shares; 2025Q3: 93,146 shares; 2025Q4: 110,048 shares; 2026Q1: 85,793 shares; 2026Q2: 80,856 shares 80,856 $19.3M 2.34% -4,937 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: 47,745 shares; 2024Q4: 46,391 shares; 2025Q1: 47,303 shares; 2025Q2: 48,698 shares; 2025Q3: 46,010 shares; 2025Q4: 44,992 shares; 2026Q1: 45,746 shares; 2026Q2: 45,588 shares 45,588 $18.7M 2.27% -158 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,568 shares; 2025Q1: 96,612 shares; 2025Q2: 106,366 shares; 2025Q3: 121,764 shares; 2025Q4: 126,466 shares; 2026Q1: 131,595 shares; 2026Q2: 243,503 shares 243,503 $15.3M 1.86% +111,908 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: 59,769 shares; 2024Q4: 61,027 shares; 2025Q1: 58,668 shares; 2025Q2: 48,673 shares; 2025Q3: 47,697 shares; 2025Q4: 50,623 shares; 2026Q1: 44,450 shares; 2026Q2: 44,017 shares 44,017 $14.9M 1.81% -433 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 101,574 shares; 2025Q1: 138,641 shares; 2025Q2: 150,229 shares; 2025Q3: 151,179 shares; 2025Q4: 165,621 shares; 2026Q1: 180,142 shares; 2026Q2: 189,877 shares 189,877 $14.6M 1.78% +9,735 Timeline BBCA 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: 73,927 shares; 2026Q1: 82,196 shares; 2026Q2: 146,330 shares 146,330 $14.5M 1.77% +64,134 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,866 shares; 2025Q4: 27,651 shares; 2026Q1: 32,023 shares; 2026Q2: 33,739 shares 33,739 $12.7M 1.55% +1,716 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: 51,254 shares; 2024Q4: 76,461 shares; 2025Q1: 87,495 shares; 2025Q2: 89,953 shares; 2025Q3: 91,028 shares; 2025Q4: 80,179 shares; 2026Q1: 66,168 shares; 2026Q2: 66,981 shares 66,981 $12.7M 1.54% +813 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,913 shares; 2025Q3: 3,768 shares; 2025Q4: 3,890 shares; 2026Q1: 10,528 shares; 2026Q2: 11,776 shares 11,776 $12.5M 1.52% +1,248 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,617 shares 33,617 $11.5M 1.39% new 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: 12,590 shares; 2024Q4: 13,223 shares; 2025Q1: 13,004 shares; 2025Q2: 13,240 shares; 2025Q3: 11,835 shares; 2025Q4: 12,023 shares; 2026Q1: 11,877 shares; 2026Q2: 11,738 shares 11,738 $11M 1.33% -139 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,848 shares; 2026Q2: 10,754 shares 10,754 $10.9M 1.32% +1,906 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: 8,314 shares; 2025Q3: 15,491 shares; 2025Q4: 11,776 shares; 2026Q1: 8,499 shares; 2026Q2: 8,646 shares 8,646 $10.2M 1.23% +147 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: 16,578 shares; 2024Q4: 17,068 shares; 2025Q1: 17,686 shares; 2025Q2: 17,909 shares; 2025Q3: 18,179 shares; 2025Q4: 17,725 shares; 2026Q1: 18,133 shares; 2026Q2: 18,591 shares 18,591 $9.65M 1.17% +458 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146,294 shares; 2025Q4: 199,524 shares; 2026Q1: 286,277 shares; 2026Q2: 287,205 shares 287,205 $9.61M 1.17% +928 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,695 shares; 2024Q4: 31,007 shares; 2025Q1: 30,962 shares; 2025Q2: 20,842 shares; 2025Q3: 20,348 shares; 2025Q4: 23,088 shares; 2026Q1: 24,002 shares; 2026Q2: 25,080 shares 25,080 $8.29M 1.01% +1,078 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,644 shares; 2026Q2: 28,839 shares 28,839 $7.51M 0.91% -3,805 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,367 shares; 2024Q4: 47,270 shares; 2025Q1: 38,437 shares; 2025Q2: 37,868 shares; 2025Q3: 37,064 shares; 2025Q4: 32,489 shares; 2026Q1: 18,003 shares; 2026Q2: 17,060 shares 17,060 $7.27M 0.88% -943 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: 95,953 shares; 2024Q4: 102,746 shares; 2025Q1: 106,861 shares; 2025Q2: 108,539 shares; 2025Q3: 108,243 shares; 2025Q4: 86,294 shares; 2026Q1: 87,443 shares; 2026Q2: 87,833 shares 87,833 $7.14M 0.87% +390 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 217,259 shares; 2026Q2: 238,027 shares 238,027 $7.05M 0.86% +20,768 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: 1,716 shares; 2024Q4: 1,651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,197 shares; 2026Q1: 13,076 shares; 2026Q2: 23,667 shares 23,667 $6.66M 0.81% +10,591 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,967 shares; 2026Q2: 129,870 shares 129,870 $6.58M 0.8% +97,903 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: 21,924 shares; 2024Q4: 21,810 shares; 2025Q1: 19,973 shares; 2025Q2: 19,749 shares; 2025Q3: 19,737 shares; 2025Q4: 19,369 shares; 2026Q1: 19,105 shares; 2026Q2: 18,430 shares 18,430 $6.51M 0.79% -675 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,589 shares; 2026Q1: 20,609 shares; 2026Q2: 42,292 shares 42,292 $6.41M 0.78% +21,683 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: not reported; 2024Q4: not reported; 2025Q1: 21,176 shares; 2025Q2: 29,569 shares; 2025Q3: 30,643 shares; 2025Q4: 41,473 shares; 2026Q1: 45,386 shares; 2026Q2: 48,171 shares 48,171 $6.1M 0.74% +2,785 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,383 shares; 2024Q4: 97,723 shares; 2025Q1: 97,551 shares; 2025Q2: 97,551 shares; 2025Q3: 97,551 shares; 2025Q4: 97,551 shares; 2026Q1: 97,551 shares; 2026Q2: 97,551 shares 97,551 $5.89M 0.72% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,552 shares; 2025Q3: 21,840 shares; 2025Q4: 24,524 shares; 2026Q1: 24,758 shares; 2026Q2: 25,040 shares 25,040 $5.31M 0.64% +282 Timeline REMX 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,608 shares 58,608 $5.19M 0.63% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,714 shares; 2025Q3: 77,653 shares; 2025Q4: 47,254 shares; 2026Q1: 49,950 shares; 2026Q2: 30,110 shares 30,110 $5.12M 0.62% -19,840 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,075 shares; 2026Q2: 22,411 shares 22,411 $5.09M 0.62% +4,336 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 120,612 shares; 2025Q1: 132,525 shares; 2025Q2: 126,962 shares; 2025Q3: 118,310 shares; 2025Q4: 116,184 shares; 2026Q1: 123,223 shares; 2026Q2: 128,417 shares 128,417 $4.94M 0.6% +5,194 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: 9,333 shares; 2024Q4: 11,767 shares; 2025Q1: 13,380 shares; 2025Q2: 12,567 shares; 2025Q3: 12,218 shares; 2025Q4: 63,431 shares; 2026Q1: 61,765 shares; 2026Q2: 56,893 shares 56,893 $4.06M 0.49% -4,872 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: 4,380 shares; 2024Q4: 4,200 shares; 2025Q1: 4,128 shares; 2025Q2: 4,054 shares; 2025Q3: 5,034 shares; 2025Q4: 5,494 shares; 2026Q1: 5,394 shares; 2026Q2: 5,162 shares 5,162 $3.85M 0.47% -232 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,522 shares 18,522 $3.27M 0.4% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,259 shares; 2026Q1: 41,820 shares; 2026Q2: 44,210 shares 44,210 $2.78M 0.34% +2,390 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: 22,794 shares; 2024Q4: 22,594 shares; 2025Q1: 22,947 shares; 2025Q2: 19,947 shares; 2025Q3: 19,947 shares; 2025Q4: 19,947 shares; 2026Q1: 19,947 shares; 2026Q2: 19,747 shares 19,747 $2.76M 0.33% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,783 shares; 2026Q2: 10,405 shares 10,405 $2.49M 0.3% +2,622 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: 48,449 shares; 2024Q4: 47,920 shares; 2025Q1: 29,068 shares; 2025Q2: 27,330 shares; 2025Q3: 26,771 shares; 2025Q4: 38,210 shares; 2026Q1: 39,403 shares; 2026Q2: 12,953 shares 12,953 $2.47M 0.3% -26,450 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,460 shares; 2024Q4: 13,460 shares; 2025Q1: 12,150 shares; 2025Q2: 12,150 shares; 2025Q3: 12,150 shares; 2025Q4: 12,150 shares; 2026Q1: 11,560 shares; 2026Q2: 11,560 shares 11,560 $2.22M 0.27% 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: 19,611 shares; 2024Q4: 19,079 shares; 2025Q1: 10,046 shares; 2025Q2: 7,582 shares; 2025Q3: 6,013 shares; 2025Q4: 6,013 shares; 2026Q1: 5,405 shares; 2026Q2: 5,080 shares 5,080 $2.14M 0.26% -325 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: 8,451 shares; 2024Q4: 8,428 shares; 2025Q1: 7,577 shares; 2025Q2: 7,905 shares; 2025Q3: 8,139 shares; 2025Q4: 8,130 shares; 2026Q1: 8,168 shares; 2026Q2: 8,168 shares 8,168 $2.07M 0.25% 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: 15,638 shares; 2024Q4: 15,038 shares; 2025Q1: 14,261 shares; 2025Q2: 17,257 shares; 2025Q3: 17,631 shares; 2025Q4: 17,407 shares; 2026Q1: 17,482 shares; 2026Q2: 17,482 shares 17,482 $2.05M 0.25% 0 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: 6,954 shares; 2024Q4: 6,772 shares; 2025Q1: 6,557 shares; 2025Q2: 5,495 shares; 2025Q3: 5,495 shares; 2025Q4: 5,495 shares; 2026Q1: 5,495 shares; 2026Q2: 5,495 shares 5,495 $2.03M 0.25% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,015 shares; 2024Q4: 19,670 shares; 2025Q1: 19,242 shares; 2025Q2: 19,195 shares; 2025Q3: 17,741 shares; 2025Q4: 18,102 shares; 2026Q1: 17,617 shares; 2026Q2: 17,617 shares 17,617 $2M 0.24% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,754 shares; 2024Q4: 20,285 shares; 2025Q1: 20,870 shares; 2025Q2: 21,328 shares; 2025Q3: 21,136 shares; 2025Q4: 10,523 shares; 2026Q1: 5,992 shares; 2026Q2: 5,437 shares 5,437 $1.92M 0.23% -555 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: 8,091 shares; 2024Q4: 8,054 shares; 2025Q1: 9,620 shares; 2025Q2: 11,353 shares; 2025Q3: 11,270 shares; 2025Q4: 11,341 shares; 2026Q1: 11,124 shares; 2026Q2: 11,124 shares 11,124 $1.84M 0.22% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,044 shares; 2024Q4: 19,429 shares; 2025Q1: 19,556 shares; 2025Q2: 20,489 shares; 2025Q3: 20,796 shares; 2025Q4: 9,266 shares; 2026Q1: 7,149 shares; 2026Q2: 6,673 shares 6,673 $1.8M 0.22% -476 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,103 shares; 2024Q4: 15,103 shares; 2025Q1: 15,103 shares; 2025Q2: 15,103 shares; 2025Q3: 15,103 shares; 2025Q4: 15,103 shares; 2026Q1: 15,103 shares; 2026Q2: 15,103 shares 15,103 $1.68M 0.2% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,148 shares; 2024Q4: 15,038 shares; 2025Q1: 14,238 shares; 2025Q2: 14,238 shares; 2025Q3: 14,395 shares; 2025Q4: 14,157 shares; 2026Q1: 14,157 shares; 2026Q2: 14,157 shares 14,157 $1.66M 0.2% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,491 shares; 2024Q4: 15,284 shares; 2025Q1: 14,029 shares; 2025Q2: 14,279 shares; 2025Q3: 13,810 shares; 2025Q4: 13,788 shares; 2026Q1: 12,227 shares; 2026Q2: 11,072 shares 11,072 $1.62M 0.2% -1,155 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: 65,988 shares; 2024Q4: 69,071 shares; 2025Q1: 13,608 shares; 2025Q2: 21,374 shares; 2025Q3: 21,406 shares; 2025Q4: 21,483 shares; 2026Q1: 19,874 shares; 2026Q2: 17,587 shares 17,587 $1.54M 0.19% -2,287 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: 17,259 shares; 2024Q4: 16,969 shares; 2025Q1: 16,788 shares; 2025Q2: 16,510 shares; 2025Q3: 16,665 shares; 2025Q4: 16,743 shares; 2026Q1: 15,574 shares; 2026Q2: 14,608 shares 14,608 $1.33M 0.16% -966 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,662 shares; 2024Q4: 1,662 shares; 2025Q1: 1,280 shares; 2025Q2: 1,450 shares; 2025Q3: 2,329 shares; 2025Q4: 2,662 shares; 2026Q1: 2,662 shares; 2026Q2: 10,648 shares 10,648 $1.32M 0.16% +7,986 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,717 shares; 2024Q4: 1,712 shares; 2025Q1: 11,796 shares; 2025Q2: 14,379 shares; 2025Q3: 14,761 shares; 2025Q4: 9,403 shares; 2026Q1: 9,675 shares; 2026Q2: 2,061 shares 2,061 $1.16M 0.14% -7,614 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: 13,150 shares; 2024Q4: 13,150 shares; 2025Q1: 13,150 shares; 2025Q2: 15,525 shares; 2025Q3: 16,155 shares; 2025Q4: 15,394 shares; 2026Q1: 15,394 shares; 2026Q2: 15,317 shares 15,317 $1.09M 0.13% -77 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: 2,000 shares; 2024Q4: 15,039 shares; 2025Q1: 15,039 shares; 2025Q2: 12,439 shares; 2025Q3: 10,439 shares; 2025Q4: 10,439 shares; 2026Q1: 10,439 shares; 2026Q2: 10,104 shares 10,104 $1.09M 0.13% -335 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: 2,981 shares; 2024Q4: 2,920 shares; 2025Q1: 2,117 shares; 2025Q2: 2,117 shares; 2025Q3: 2,118 shares; 2025Q4: 2,109 shares; 2026Q1: 2,101 shares; 2026Q2: 2,086 shares 2,086 $1.06M 0.13% -15 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: 8,769 shares; 2024Q4: 8,769 shares; 2025Q1: 5,265 shares; 2025Q2: 7,041 shares; 2025Q3: 7,077 shares; 2025Q4: 7,232 shares; 2026Q1: 6,819 shares; 2026Q2: 6,819 shares 6,819 $932K 0.11% 0 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: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 1,761 shares; 2025Q2: 2,083 shares; 2025Q3: 3,330 shares; 2025Q4: 4,028 shares; 2026Q1: 3,963 shares; 2026Q2: 3,731 shares 3,731 $905K 0.11% -232 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,036 shares; 2024Q4: 12,016 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,027 shares; 2025Q4: 12,000 shares; 2026Q1: 12,076 shares; 2026Q2: 12,000 shares 12,000 $874K 0.11% -76 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: 1,473 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares; 2025Q2: 1,573 shares; 2025Q3: 1,573 shares; 2025Q4: 3,469 shares; 2026Q1: 4,169 shares; 2026Q2: 4,169 shares 4,169 $794K 0.1% 0 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: 961 shares; 2024Q4: 961 shares; 2025Q1: 1,026 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares; 2026Q2: 1,026 shares 1,026 $756K 0.09% -154 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,638 shares; 2024Q4: 9,590 shares; 2025Q1: 6,992 shares; 2025Q2: 6,745 shares; 2025Q3: 5,740 shares; 2025Q4: 5,837 shares; 2026Q1: 5,394 shares; 2026Q2: 5,394 shares 5,394 $731K 0.09% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares; 2026Q2: 1,393 shares 1,393 $715K 0.09% 0 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: 2,399 shares; 2024Q4: 2,334 shares; 2025Q1: 2,289 shares; 2025Q2: 2,282 shares; 2025Q3: 2,273 shares; 2025Q4: 2,298 shares; 2026Q1: 1,899 shares; 2026Q2: 1,889 shares 1,889 $648K 0.08% -10 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: 962 shares; 2026Q1: 894 shares; 2026Q2: 894 shares 894 $646K 0.08% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,025 shares; 2024Q4: 11,025 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,400 shares 10,400 $635K 0.08% -100 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,063 shares; 2024Q4: 11,311 shares; 2025Q1: 8,278 shares; 2025Q2: 8,064 shares; 2025Q3: 8,019 shares; 2025Q4: 13,807 shares; 2026Q1: 16,883 shares; 2026Q2: 11,108 shares 11,108 $633K 0.08% -5,775 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,403 shares; 2024Q4: 24,417 shares; 2025Q1: 25,031 shares; 2025Q2: 21,695 shares; 2025Q3: 18,600 shares; 2025Q4: 3,809 shares; 2026Q1: 1,859 shares; 2026Q2: 1,421 shares 1,421 $590K 0.07% -438 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 917 shares; 2026Q2: 902 shares 902 $578K 0.07% -15 Timeline PHYS 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: 21,498 shares; 2024Q4: 21,498 shares; 2025Q1: 18,548 shares; 2025Q2: 18,548 shares; 2025Q3: 18,548 shares; 2025Q4: 18,548 shares; 2026Q1: 18,548 shares; 2026Q2: 18,548 shares 18,548 $560K 0.07% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,661 shares; 2024Q4: 3,602 shares; 2025Q1: 3,276 shares; 2025Q2: 4,017 shares; 2025Q3: 4,017 shares; 2025Q4: 3,975 shares; 2026Q1: 3,975 shares; 2026Q2: 3,975 shares 3,975 $538K 0.07% 0 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: 1,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 965 shares; 2026Q1: not reported; 2026Q2: 885 shares 885 $514K 0.06% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,012 shares; 2024Q4: 40,370 shares; 2025Q1: not reported; 2025Q2: 5,651 shares; 2025Q3: 5,651 shares; 2025Q4: 5,651 shares; 2026Q1: 5,651 shares; 2026Q2: 5,529 shares 5,529 $513K 0.06% -122 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: 3,665 shares; 2024Q4: 3,615 shares; 2025Q1: 3,518 shares; 2025Q2: 3,345 shares; 2025Q3: 3,345 shares; 2025Q4: 3,345 shares; 2026Q1: 3,101 shares; 2026Q2: 3,101 shares 3,101 $476K 0.06% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $463K 0.06% 0 Timeline ESGV 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: 3,651 shares; 2024Q4: 3,453 shares; 2025Q1: 3,352 shares; 2025Q2: 3,415 shares; 2025Q3: 3,376 shares; 2025Q4: 3,492 shares; 2026Q1: 3,519 shares; 2026Q2: 3,496 shares 3,496 $462K 0.06% -23 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,053 shares; 2025Q2: 113,164 shares; 2025Q3: 137,119 shares; 2025Q4: 20,035 shares; 2026Q1: 15,362 shares; 2026Q2: 9,798 shares 9,798 $445K 0.05% -5,564 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: 4,523 shares; 2024Q4: 4,428 shares; 2025Q1: 1,966 shares; 2025Q2: 1,838 shares; 2025Q3: 1,856 shares; 2025Q4: 2,005 shares; 2026Q1: 1,825 shares; 2026Q2: 1,713 shares 1,713 $431K 0.05% -112 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 335 shares; 2026Q2: 335 shares 335 $428K 0.05% 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 reported; 2024Q4: 1,162 shares; 2025Q1: 1,138 shares; 2025Q2: 1,525 shares; 2025Q3: 1,155 shares; 2025Q4: 1,180 shares; 2026Q1: 1,155 shares; 2026Q2: 1,155 shares 1,155 $418K 0.05% 0 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: 8,994 shares; 2024Q4: 716 shares; 2025Q1: not reported; 2025Q2: 649 shares; 2025Q3: 647 shares; 2025Q4: 645 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $400K 0.05% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 2,172 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,172 shares; 2025Q4: not reported; 2026Q1: 2,172 shares; 2026Q2: 2,172 shares 2,172 $391K 0.05% 0 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,356 shares; 2024Q4: 13,356 shares; 2025Q1: 13,356 shares; 2025Q2: 13,356 shares; 2025Q3: 13,356 shares; 2025Q4: 13,356 shares; 2026Q1: 13,356 shares; 2026Q2: 13,356 shares 13,356 $388K 0.05% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502 shares; 2024Q4: 602 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $336K 0.04% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 882 shares; 2026Q1: 882 shares; 2026Q2: 882 shares 882 $331K 0.04% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,016 shares; 2024Q4: 1,016 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 964 shares; 2026Q1: 876 shares; 2026Q2: 876 shares 876 $318K 0.04% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL 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: 6,473 shares; 2025Q3: 6,473 shares; 2025Q4: 6,573 shares; 2026Q1: 6,473 shares; 2026Q2: 6,473 shares 6,473 $314K 0.04% 0 Timeline VONG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,445 shares 2,445 $312K 0.04% new Timeline SCHG 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: 2,284 shares; 2024Q4: 9,137 shares; 2025Q1: 9,137 shares; 2025Q2: 9,137 shares; 2025Q3: 9,137 shares; 2025Q4: 9,137 shares; 2026Q1: 9,137 shares; 2026Q2: 9,137 shares 9,137 $309K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 756 shares; 2026Q1: 756 shares; 2026Q2: 756 shares 756 $300K 0.04% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $296K 0.04% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $280K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: not reported; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 7,479 shares; 2026Q1: 8,714 shares; 2026Q2: 1,084 shares 1,084 $269K 0.03% -7,630 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: 1,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 560 shares 560 $267K 0.03% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 3,221 shares; 2025Q1: 2,913 shares; 2025Q2: 2,913 shares; 2025Q3: 2,913 shares; 2025Q4: 2,913 shares; 2026Q1: 2,913 shares; 2026Q2: 2,913 shares 2,913 $258K 0.03% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 3,399 shares 3,399 $250K 0.03% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,484 shares; 2024Q4: 2,018 shares; 2025Q1: 2,376 shares; 2025Q2: 2,412 shares; 2025Q3: 2,620 shares; 2025Q4: 2,675 shares; 2026Q1: 2,694 shares; 2026Q2: 2,696 shares 2,696 $233K 0.03% +2 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,180 shares; 2024Q4: 2,049 shares; 2025Q1: 2,009 shares; 2025Q2: 1,934 shares; 2025Q3: 1,934 shares; 2025Q4: 1,934 shares; 2026Q1: 1,783 shares; 2026Q2: 1,738 shares 1,738 $231K 0.03% -45 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: not reported; 2026Q2: 790 shares 790 $230K 0.03% 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: 960 shares 960 $215K 0.03% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 959 shares 959 $212K 0.03% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 960 shares; 2025Q4: 938 shares; 2026Q1: 938 shares; 2026Q2: 938 shares 938 $207K 0.03% 0 Timeline VCR 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $198K 0.02% 0 Timeline EFV 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: 934 shares; 2025Q3: 1,246 shares; 2025Q4: 934 shares; 2026Q1: 1,220 shares; 2026Q2: 2,545 shares 2,545 $195K 0.02% +1,325 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: 2,048 shares; 2024Q4: 2,060 shares; 2025Q1: 784 shares; 2025Q2: 776 shares; 2025Q3: 758 shares; 2025Q4: 728 shares; 2026Q1: 641 shares; 2026Q2: 641 shares 641 $193K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 129 shares; 2025Q3: 595 shares; 2025Q4: 579 shares; 2026Q1: 581 shares; 2026Q2: 2,323 shares 2,323 $187K 0.02% +1,742 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,339 shares; 2024Q4: 2,339 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,972 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares 1,950 $184K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 468 shares; 2025Q4: 456 shares; 2026Q1: 456 shares; 2026Q2: 456 shares 456 $180K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,769 shares; 2025Q4: 1,769 shares; 2026Q1: 1,769 shares; 2026Q2: 1,769 shares 1,769 $175K 0.02% 0 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: 559 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 548 shares; 2026Q2: 548 shares 548 $164K 0.02% 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: 4,795 shares; 2024Q4: 12,179 shares; 2025Q1: 11,106 shares; 2025Q2: 10,329 shares; 2025Q3: 15,489 shares; 2025Q4: 5,160 shares; 2026Q1: 5,160 shares; 2026Q2: 5,160 shares 5,160 $164K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,389 shares; 2026Q2: 1,389 shares 1,389 $163K 0.02% 0 Timeline VONV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,486 shares 1,486 $158K 0.02% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $136K 0.02% 0 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: 358 shares; 2024Q4: 358 shares; 2025Q1: 730 shares; 2025Q2: 997 shares; 2025Q3: 2,169 shares; 2025Q4: 1,906 shares; 2026Q1: 1,906 shares; 2026Q2: 1,281 shares 1,281 $133K 0.02% -625 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,853 shares; 2025Q3: 2,853 shares; 2025Q4: 3,300 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $129K 0.02% 0 Timeline EFG 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: 250 shares; 2025Q3: 320 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 988 shares 988 $123K 0.01% +738 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: 668 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 839 shares; 2025Q4: 722 shares; 2026Q1: 940 shares; 2026Q2: 886 shares 886 $122K 0.01% -54 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: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 378 shares; 2025Q3: 807 shares; 2025Q4: 807 shares; 2026Q1: 807 shares; 2026Q2: 765 shares 765 $113K 0.01% -42 Timeline XLC 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: 332 shares; 2024Q4: 332 shares; 2025Q1: 187 shares; 2025Q2: 582 shares; 2025Q3: 233 shares; 2025Q4: 797 shares; 2026Q1: 816 shares; 2026Q2: 1,021 shares 1,021 $109K 0.01% +205 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: 2,219 shares; 2024Q4: 3,525 shares; 2025Q1: 3,453 shares; 2025Q2: 3,453 shares; 2025Q3: 6,917 shares; 2025Q4: 3,453 shares; 2026Q1: 3,453 shares; 2026Q2: 3,453 shares 3,453 $102K 0.01% 0 Timeline BBJP 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: 150 shares; 2025Q4: 1,278 shares; 2026Q1: 1,325 shares; 2026Q2: 1,338 shares 1,338 $101K 0.01% +13 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: 587 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 587 shares; 2025Q4: 587 shares; 2026Q1: 587 shares; 2026Q2: 587 shares 587 $96.4K 0.01% 0 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,891 shares; 2024Q4: 240,788 shares; 2025Q1: 85,687 shares; 2025Q2: 36,130 shares; 2025Q3: 32,911 shares; 2025Q4: 6,776 shares; 2026Q1: 4,326 shares; 2026Q2: 3,260 shares 3,260 $91.8K 0.01% -1,066 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,279 shares; 2024Q4: 1,279 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,246 shares; 2026Q2: 1,064 shares 1,064 $88.1K 0.01% -182 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: 624 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 324 shares; 2025Q3: 894 shares; 2025Q4: 1,204 shares; 2026Q1: 894 shares; 2026Q2: 570 shares 570 $86.7K 0.01% -324 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: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 382 shares; 2025Q4: 375 shares; 2026Q1: 440 shares; 2026Q2: 364 shares 364 $82.7K 0.01% -76 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: 67 shares; 2024Q4: 67 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 228 shares; 2025Q4: 208 shares; 2026Q1: 192 shares; 2026Q2: 958 shares 958 $82.5K 0.01% +766 Timeline VONE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 243 shares 243 $82.3K 0.01% new Timeline VV 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: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $76.7K 0.01% 0 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: 655 shares; 2024Q4: 782 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 709 shares; 2026Q2: 683 shares 683 $69.9K 0.01% -26 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 468 shares; 2026Q2: 468 shares 468 $69.4K 0.01% 0 Timeline XLY 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: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 409 shares; 2025Q3: 454 shares; 2025Q4: 1,177 shares; 2026Q1: 929 shares; 2026Q2: 525 shares 525 $61.6K 0.01% -404 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 480 shares 480 $57.4K 0.01% +420 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: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 646 shares 646 $56.8K 0.01% +517 Timeline XSD 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $56.1K 0.01% 0 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: 551 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 580 shares; 2025Q4: 551 shares; 2026Q1: 551 shares; 2026Q2: 551 shares 551 $53.1K 0.01% 0 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: 184 shares; 2024Q4: 216 shares; 2025Q1: 20 shares; 2025Q2: 112 shares; 2025Q3: 146 shares; 2025Q4: 112 shares; 2026Q1: 146 shares; 2026Q2: 69 shares 69 $51.7K 0.01% -77 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 791 shares; 2024Q4: 827 shares; 2025Q1: 536 shares; 2025Q2: 571 shares; 2025Q3: 717 shares; 2025Q4: 632 shares; 2026Q1: 470 shares; 2026Q2: 389 shares 389 $41.9K 0.01% -81 Timeline IDU 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: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $41K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 770 shares; 2026Q2: 770 shares 770 $34.9K <0.01% 0 Timeline JMST 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: 844 shares; 2025Q4: 982 shares; 2026Q1: 944 shares; 2026Q2: 681 shares 681 $34.7K <0.01% -263 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $27.4K <0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448 shares; 2024Q4: 1,367 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528 shares; 2026Q2: 474 shares 474 $25.9K <0.01% -54 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: 397 shares; 2024Q4: 397 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 429 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $25.1K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 267 shares; 2026Q2: 174 shares 174 $23.8K <0.01% -93 Timeline IGM 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: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $20.9K <0.01% 0 Timeline VSGX 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 19 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 162 shares 162 $13.3K <0.01% 0 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: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 396 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $12.9K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares; 2026Q2: 278 shares 278 $12.2K <0.01% 0 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: 200 shares; 2025Q4: 449 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $11.3K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 251 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 51 shares 51 $11.1K <0.01% -155 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: 50 shares; 2024Q4: 51 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $8.03K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $6.54K <0.01% 0 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 14 shares; 2026Q1: 19 shares; 2026Q2: 7 shares 7 $4.81K <0.01% -12 Timeline FNDX 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: 1,562 shares; 2024Q4: 3,286 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares; 2026Q2: 111 shares 111 $3.45K <0.01% -507 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL 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: 43 shares; 2025Q3: 43 shares; 2025Q4: 55 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $1.15K <0.01% 0 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 41 shares; 2025Q1: 18 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 22 shares; 2026Q1: not reported; 2026Q2: 5 shares 5 $217 <0.01% new Timeline