AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,111 shares; 2024Q4: 176,446 shares; 2025Q1: 177,344 shares; 2025Q2: 187,602 shares; 2025Q3: 186,012 shares; 2025Q4: 185,954 shares; 2026Q1: 184,513 shares; 2026Q2: 188,343 shares 188,343 $54.5M 5.7% +3,830 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,949 shares; 2024Q4: 383,503 shares; 2025Q1: 391,021 shares; 2025Q2: 402,940 shares; 2025Q3: 411,559 shares; 2025Q4: 430,189 shares; 2026Q1: 450,160 shares; 2026Q2: 463,864 shares 463,864 $51.2M 5.35% +13,704 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: 216,015 shares; 2024Q4: 208,779 shares; 2025Q1: 215,883 shares; 2025Q2: 224,037 shares; 2025Q3: 219,203 shares; 2025Q4: 216,783 shares; 2026Q1: 217,779 shares; 2026Q2: 224,298 shares 224,298 $44.9M 4.7% +6,519 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: 93,977 shares; 2024Q4: 103,442 shares; 2025Q1: 105,413 shares; 2025Q2: 110,025 shares; 2025Q3: 110,520 shares; 2025Q4: 106,769 shares; 2026Q1: 101,872 shares; 2026Q2: 104,472 shares 104,472 $37.3M 3.91% +2,600 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: 49,000 shares; 2024Q4: 49,125 shares; 2025Q1: 50,176 shares; 2025Q2: 50,960 shares; 2025Q3: 51,730 shares; 2025Q4: 51,874 shares; 2026Q1: 47,449 shares; 2026Q2: 47,211 shares 47,211 $35.4M 3.7% -238 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: 75,846 shares; 2024Q4: 78,178 shares; 2025Q1: 79,689 shares; 2025Q2: 81,743 shares; 2025Q3: 81,911 shares; 2025Q4: 81,133 shares; 2026Q1: 84,305 shares; 2026Q2: 88,060 shares 88,060 $32.8M 3.44% +3,755 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,856 shares; 2024Q4: 260,025 shares; 2025Q1: 249,218 shares; 2025Q2: 244,830 shares; 2025Q3: 247,484 shares; 2025Q4: 248,722 shares; 2026Q1: 327,769 shares; 2026Q2: 346,676 shares 346,676 $29M 3.04% +18,907 Timeline XSMO 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: 323,865 shares; 2025Q3: 336,990 shares; 2025Q4: 356,629 shares; 2026Q1: 314,190 shares; 2026Q2: 309,168 shares 309,168 $28.9M 3.03% -5,022 Timeline SMLF 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: 328,683 shares; 2025Q3: 343,369 shares; 2025Q4: 360,566 shares; 2026Q1: 317,974 shares; 2026Q2: 315,394 shares 315,394 $28.1M 2.94% -2,580 Timeline CWB 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: 216,468 shares; 2024Q4: 222,448 shares; 2025Q1: 224,733 shares; 2025Q2: 230,973 shares; 2025Q3: 234,148 shares; 2025Q4: 235,278 shares; 2026Q1: 237,136 shares; 2026Q2: 238,819 shares 238,819 $25.7M 2.69% +1,683 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: 224,020 shares; 2024Q4: 234,994 shares; 2025Q1: 240,109 shares; 2025Q2: 87,157 shares; 2025Q3: 86,690 shares; 2025Q4: 86,270 shares; 2026Q1: 83,013 shares; 2026Q2: 80,655 shares 80,655 $24.2M 2.54% -2,358 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 64,475 shares; 2025Q1: 60,171 shares; 2025Q2: 57,890 shares; 2025Q3: 57,724 shares; 2025Q4: 53,959 shares; 2026Q1: 50,278 shares; 2026Q2: 55,083 shares 55,083 $23.9M 2.5% +4,805 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: 64,003 shares; 2024Q4: 65,790 shares; 2025Q1: 66,074 shares; 2025Q2: 67,260 shares; 2025Q3: 67,634 shares; 2025Q4: 68,992 shares; 2026Q1: 69,124 shares; 2026Q2: 69,572 shares 69,572 $22.8M 2.38% +448 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: 75,390 shares; 2024Q4: 75,516 shares; 2025Q1: 76,437 shares; 2025Q2: 80,563 shares; 2025Q3: 82,863 shares; 2025Q4: 86,337 shares; 2026Q1: 88,007 shares; 2026Q2: 92,713 shares 92,713 $22.1M 2.31% +4,706 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: 138,339 shares; 2024Q4: 138,665 shares; 2025Q1: 137,156 shares; 2025Q2: 139,388 shares; 2025Q3: 140,949 shares; 2025Q4: 145,353 shares; 2026Q1: 209,199 shares; 2026Q2: 224,173 shares 224,173 $18.6M 1.94% +14,974 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: 48,602 shares; 2024Q4: 50,167 shares; 2025Q1: 49,924 shares; 2025Q2: 50,902 shares; 2025Q3: 51,371 shares; 2025Q4: 52,948 shares; 2026Q1: 53,568 shares; 2026Q2: 53,928 shares 53,928 $18.5M 1.94% +360 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: 29,816 shares; 2024Q4: 30,710 shares; 2025Q1: 31,793 shares; 2025Q2: 32,923 shares; 2025Q3: 33,144 shares; 2025Q4: 36,555 shares; 2026Q1: 37,314 shares; 2026Q2: 37,334 shares 37,334 $15.9M 1.66% +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: 190,854 shares; 2024Q4: 208,086 shares; 2025Q1: 217,255 shares; 2025Q2: 230,795 shares; 2025Q3: 236,097 shares; 2025Q4: 259,550 shares; 2026Q1: 263,873 shares; 2026Q2: 265,098 shares 265,098 $15.1M 1.58% +1,225 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: 8,294 shares; 2024Q4: 9,563 shares; 2025Q1: 9,955 shares; 2025Q2: 11,103 shares; 2025Q3: 12,316 shares; 2025Q4: 12,666 shares; 2026Q1: 12,056 shares; 2026Q2: 11,881 shares 11,881 $14.3M 1.49% -175 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,307 shares; 2024Q4: 36,526 shares; 2025Q1: 40,006 shares; 2025Q2: 41,989 shares; 2025Q3: 43,090 shares; 2025Q4: 46,690 shares; 2026Q1: 51,404 shares; 2026Q2: 52,985 shares 52,985 $13.2M 1.39% +1,581 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: 24,642 shares; 2024Q4: 28,548 shares; 2025Q1: 30,142 shares; 2025Q2: 32,576 shares; 2025Q3: 34,214 shares; 2025Q4: 36,825 shares; 2026Q1: 37,763 shares; 2026Q2: 37,691 shares 37,691 $12.8M 1.34% -72 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: 77,888 shares; 2024Q4: 72,100 shares; 2025Q1: 69,005 shares; 2025Q2: 68,067 shares; 2025Q3: 66,750 shares; 2025Q4: 72,523 shares; 2026Q1: 82,961 shares; 2026Q2: 84,389 shares 84,389 $12.8M 1.34% +1,428 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: 44,318 shares; 2024Q4: 46,517 shares; 2025Q1: 54,165 shares; 2025Q2: 66,018 shares; 2025Q3: 81,924 shares; 2025Q4: 93,839 shares; 2026Q1: 93,102 shares; 2026Q2: 95,113 shares 95,113 $12.2M 1.28% +2,011 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,466 shares; 2024Q4: 37,227 shares; 2025Q1: 37,918 shares; 2025Q2: 40,332 shares; 2025Q3: 42,905 shares; 2025Q4: 43,919 shares; 2026Q1: 42,516 shares; 2026Q2: 42,089 shares 42,089 $11.9M 1.25% -427 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: 6,303 shares; 2024Q4: 6,253 shares; 2025Q1: 6,087 shares; 2025Q2: 6,232 shares; 2025Q3: 6,232 shares; 2025Q4: 7,662 shares; 2026Q1: 9,494 shares; 2026Q2: 9,782 shares 9,782 $10.4M 1.09% +288 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,247 shares; 2024Q4: 20,797 shares; 2025Q1: 19,831 shares; 2025Q2: 19,749 shares; 2025Q3: 19,647 shares; 2025Q4: 22,508 shares; 2026Q1: 27,302 shares; 2026Q2: 29,350 shares 29,350 $9.24M 0.97% +2,048 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,659 shares; 2025Q1: 6,193 shares; 2025Q2: 6,838 shares; 2025Q3: 7,205 shares; 2025Q4: 8,264 shares; 2026Q1: 8,769 shares; 2026Q2: 8,848 shares 8,848 $8.51M 0.89% +79 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: 50,870 shares; 2024Q4: 52,329 shares; 2025Q1: 49,479 shares; 2025Q2: 50,434 shares; 2025Q3: 51,765 shares; 2025Q4: 61,228 shares; 2026Q1: 60,886 shares; 2026Q2: 61,985 shares 61,985 $8.39M 0.88% +1,099 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: 9,289 shares; 2024Q4: 10,587 shares; 2025Q1: 11,217 shares; 2025Q2: 12,124 shares; 2025Q3: 12,923 shares; 2025Q4: 12,969 shares; 2026Q1: 12,608 shares; 2026Q2: 12,370 shares 12,370 $7.85M 0.82% -238 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: 19,853 shares; 2024Q4: 22,570 shares; 2025Q1: 23,870 shares; 2025Q2: 25,317 shares; 2025Q3: 27,365 shares; 2025Q4: 30,495 shares; 2026Q1: 33,344 shares; 2026Q2: 33,652 shares 33,652 $7.5M 0.78% +308 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: 5,272 shares; 2024Q4: 5,092 shares; 2025Q1: 9,792 shares; 2025Q2: 15,095 shares; 2025Q3: 55,611 shares; 2025Q4: 63,560 shares; 2026Q1: 64,296 shares; 2026Q2: 66,044 shares 66,044 $7.48M 0.78% +1,748 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: 26,219 shares; 2024Q4: 23,920 shares; 2025Q1: 21,599 shares; 2025Q2: 21,297 shares; 2025Q3: 21,040 shares; 2025Q4: 21,814 shares; 2026Q1: 21,320 shares; 2026Q2: 20,957 shares 20,957 $7.4M 0.77% -363 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,891 shares; 2024Q4: 16,105 shares; 2025Q1: 15,647 shares; 2025Q2: 15,436 shares; 2025Q3: 15,264 shares; 2025Q4: 14,400 shares; 2026Q1: 14,246 shares; 2026Q2: 14,007 shares 14,007 $6.88M 0.72% -239 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,076 shares; 2025Q3: 7,427 shares; 2025Q4: 46,275 shares; 2026Q1: 61,802 shares; 2026Q2: 64,380 shares 64,380 $6.39M 0.67% +2,578 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: 7,233 shares; 2024Q4: 7,348 shares; 2025Q1: 7,146 shares; 2025Q2: 7,329 shares; 2025Q3: 7,288 shares; 2025Q4: 6,977 shares; 2026Q1: 6,786 shares; 2026Q2: 6,656 shares 6,656 $6.23M 0.65% -130 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: 1,852 shares; 2025Q1: 1,939 shares; 2025Q2: 2,256 shares; 2025Q3: 2,519 shares; 2025Q4: 4,322 shares; 2026Q1: 4,403 shares; 2026Q2: 16,331 shares 16,331 $6.17M 0.65% +11,928 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: 1,732 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,619 shares; 2026Q2: 27,976 shares 27,976 $5.95M 0.62% +2,357 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: 64,520 shares; 2024Q4: 71,269 shares; 2025Q1: 71,077 shares; 2025Q2: 79,420 shares; 2025Q3: 84,118 shares; 2025Q4: 90,953 shares; 2026Q1: 88,799 shares; 2026Q2: 87,700 shares 87,700 $5.52M 0.58% -1,099 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: 11,711 shares; 2024Q4: 11,601 shares; 2025Q1: 11,408 shares; 2025Q2: 11,330 shares; 2025Q3: 11,172 shares; 2025Q4: 11,095 shares; 2026Q1: 10,844 shares; 2026Q2: 10,542 shares 10,542 $5.41M 0.57% -302 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: 19,327 shares; 2024Q4: 18,906 shares; 2025Q1: 17,664 shares; 2025Q2: 17,308 shares; 2025Q3: 16,982 shares; 2025Q4: 16,024 shares; 2026Q1: 14,960 shares; 2026Q2: 14,518 shares 14,518 $5.27M 0.55% -442 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,373 shares; 2024Q4: 29,410 shares; 2025Q1: 29,983 shares; 2025Q2: 28,729 shares; 2025Q3: 27,451 shares; 2025Q4: 26,071 shares; 2026Q1: 19,407 shares; 2026Q2: 19,457 shares 19,457 $5.22M 0.55% +50 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: 36,184 shares; 2024Q4: 35,255 shares; 2025Q1: 34,640 shares; 2025Q2: 35,989 shares; 2025Q3: 35,782 shares; 2025Q4: 35,218 shares; 2026Q1: 34,588 shares; 2026Q2: 33,722 shares 33,722 $4.94M 0.52% -866 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: 36,019 shares; 2024Q4: 36,976 shares; 2025Q1: 36,475 shares; 2025Q2: 35,859 shares; 2025Q3: 34,546 shares; 2025Q4: 35,487 shares; 2026Q1: 28,999 shares; 2026Q2: 29,369 shares 29,369 $4.87M 0.51% +370 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: 14,480 shares; 2024Q4: 14,142 shares; 2025Q1: 13,899 shares; 2025Q2: 13,691 shares; 2025Q3: 13,536 shares; 2025Q4: 13,678 shares; 2026Q1: 13,239 shares; 2026Q2: 13,155 shares 13,155 $4.76M 0.5% -84 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,476 shares; 2024Q4: 158,227 shares; 2025Q1: 137,229 shares; 2025Q2: 121,016 shares; 2025Q3: 115,798 shares; 2025Q4: 108,095 shares; 2026Q1: 103,130 shares; 2026Q2: 93,812 shares 93,812 $4.73M 0.49% -9,318 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: 7,645 shares; 2024Q4: 6,181 shares; 2025Q1: 6,108 shares; 2025Q2: 6,507 shares; 2025Q3: 6,575 shares; 2025Q4: 6,416 shares; 2026Q1: 6,367 shares; 2026Q2: 6,349 shares 6,349 $4.68M 0.49% -18 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: 69,023 shares; 2024Q4: 68,484 shares; 2025Q1: 67,753 shares; 2025Q2: 66,909 shares; 2025Q3: 66,032 shares; 2025Q4: 61,384 shares; 2026Q1: 61,043 shares; 2026Q2: 59,871 shares 59,871 $4.62M 0.48% -1,172 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: 30,051 shares; 2024Q4: 32,472 shares; 2025Q1: 34,136 shares; 2025Q2: 34,910 shares; 2025Q3: 33,491 shares; 2025Q4: 34,297 shares; 2026Q1: 30,957 shares; 2026Q2: 32,294 shares 32,294 $4.42M 0.46% +1,337 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: 1,039 shares; 2024Q4: 1,124 shares; 2025Q1: 15,173 shares; 2025Q2: 15,921 shares; 2025Q3: 16,510 shares; 2025Q4: 17,693 shares; 2026Q1: 17,911 shares; 2026Q2: 17,448 shares 17,448 $4.33M 0.45% -463 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,490 shares; 2025Q2: 30,939 shares; 2025Q3: 37,847 shares; 2025Q4: 43,699 shares; 2026Q1: 42,633 shares; 2026Q2: 41,915 shares 41,915 $4.27M 0.45% -718 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: 31,119 shares; 2024Q4: 30,234 shares; 2025Q1: 29,833 shares; 2025Q2: 29,457 shares; 2025Q3: 29,356 shares; 2025Q4: 29,058 shares; 2026Q1: 28,704 shares; 2026Q2: 28,497 shares 28,497 $4.21M 0.44% -207 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,129 shares; 2024Q4: 1,555 shares; 2025Q1: 8,146 shares; 2025Q2: 13,148 shares; 2025Q3: 17,461 shares; 2025Q4: 21,450 shares; 2026Q1: 21,932 shares; 2026Q2: 22,713 shares 22,713 $4.08M 0.43% +781 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: 22,441 shares; 2024Q4: 21,719 shares; 2025Q1: 20,746 shares; 2025Q2: 20,971 shares; 2025Q3: 20,953 shares; 2025Q4: 20,466 shares; 2026Q1: 20,245 shares; 2026Q2: 20,136 shares 20,136 $3.82M 0.4% -109 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,642 shares; 2024Q4: 4,323 shares; 2025Q1: 4,214 shares; 2025Q2: 4,203 shares; 2025Q3: 4,187 shares; 2025Q4: 4,000 shares; 2026Q1: 3,904 shares; 2026Q2: 3,824 shares 3,824 $3.74M 0.39% -80 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,057 shares; 2024Q4: 31,634 shares; 2025Q1: 31,198 shares; 2025Q2: 30,618 shares; 2025Q3: 28,311 shares; 2025Q4: 27,823 shares; 2026Q1: 27,103 shares; 2026Q2: 26,978 shares 26,978 $3.7M 0.39% -125 Timeline VXF 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: 19,154 shares; 2024Q4: 18,422 shares; 2025Q1: 17,280 shares; 2025Q2: 17,329 shares; 2025Q3: 16,592 shares; 2025Q4: 16,391 shares; 2026Q1: 15,199 shares; 2026Q2: 14,844 shares 14,844 $3.65M 0.38% -355 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: 12,493 shares; 2024Q4: 12,034 shares; 2025Q1: 11,918 shares; 2025Q2: 11,646 shares; 2025Q3: 11,678 shares; 2025Q4: 14,700 shares; 2026Q1: 14,352 shares; 2026Q2: 14,352 shares 14,352 $3.53M 0.37% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,508 shares; 2024Q4: 17,257 shares; 2025Q1: 16,261 shares; 2025Q2: 15,793 shares; 2025Q3: 15,083 shares; 2025Q4: 13,022 shares; 2026Q1: 12,306 shares; 2026Q2: 12,050 shares 12,050 $3.53M 0.37% -256 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: 25,230 shares; 2024Q4: 20,829 shares; 2025Q1: 20,213 shares; 2025Q2: 19,986 shares; 2025Q3: 19,651 shares; 2025Q4: 17,380 shares; 2026Q1: 17,230 shares; 2026Q2: 17,195 shares 17,195 $3.47M 0.36% -35 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,843 shares; 2024Q4: 16,343 shares; 2025Q1: 15,448 shares; 2025Q2: 19,755 shares; 2025Q3: 19,576 shares; 2025Q4: 18,413 shares; 2026Q1: 17,594 shares; 2026Q2: 17,183 shares 17,183 $3.45M 0.36% -411 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: 14,407 shares; 2024Q4: 13,516 shares; 2025Q1: 12,471 shares; 2025Q2: 12,318 shares; 2025Q3: 12,297 shares; 2025Q4: 14,080 shares; 2026Q1: 13,656 shares; 2026Q2: 13,550 shares 13,550 $3.44M 0.36% -106 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,076 shares; 2024Q4: 123,919 shares; 2025Q1: 128,783 shares; 2025Q2: 143,571 shares; 2025Q3: 148,907 shares; 2025Q4: 145,804 shares; 2026Q1: 133,260 shares; 2026Q2: 116,271 shares 116,271 $3.36M 0.35% -16,989 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: 16,694 shares; 2024Q4: 16,036 shares; 2025Q1: 15,267 shares; 2025Q2: 15,263 shares; 2025Q3: 15,120 shares; 2025Q4: 14,872 shares; 2026Q1: 13,717 shares; 2026Q2: 13,328 shares 13,328 $3.35M 0.35% -389 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: 5,001 shares; 2024Q4: 4,993 shares; 2025Q1: 4,124 shares; 2025Q2: 18,725 shares; 2025Q3: 24,808 shares; 2025Q4: 32,912 shares; 2026Q1: 37,388 shares; 2026Q2: 39,894 shares 39,894 $3.24M 0.34% +2,506 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: 24,900 shares; 2024Q4: 18,443 shares; 2025Q1: 17,301 shares; 2025Q2: 17,018 shares; 2025Q3: 16,978 shares; 2025Q4: 11,559 shares; 2026Q1: 11,789 shares; 2026Q2: 27,271 shares 27,271 $3.2M 0.34% +15,482 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,139 shares; 2024Q4: 94,272 shares; 2025Q1: 90,395 shares; 2025Q2: 89,944 shares; 2025Q3: 94,502 shares; 2025Q4: 94,098 shares; 2026Q1: 90,471 shares; 2026Q2: 86,029 shares 86,029 $3.17M 0.33% -4,442 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: 3,566 shares; 2024Q4: 3,387 shares; 2025Q1: 3,315 shares; 2025Q2: 3,310 shares; 2025Q3: 3,263 shares; 2025Q4: 3,268 shares; 2026Q1: 3,174 shares; 2026Q2: 3,105 shares 3,105 $3.14M 0.33% -69 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,505 shares 10,505 $3.13M 0.33% new 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: 7,112 shares; 2024Q4: 6,724 shares; 2025Q1: 6,063 shares; 2025Q2: 5,951 shares; 2025Q3: 5,913 shares; 2025Q4: 5,723 shares; 2026Q1: 5,512 shares; 2026Q2: 5,445 shares 5,445 $2.83M 0.3% -67 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: 8,177 shares 8,177 $2.79M 0.29% new Timeline VBK 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: 22,057 shares; 2024Q4: 21,366 shares; 2025Q1: 20,732 shares; 2025Q2: 8,019 shares; 2025Q3: 7,932 shares; 2025Q4: 7,860 shares; 2026Q1: 7,670 shares; 2026Q2: 7,482 shares 7,482 $2.74M 0.29% -188 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: 5,980 shares; 2024Q4: 6,019 shares; 2025Q1: 6,019 shares; 2025Q2: 6,019 shares; 2025Q3: 6,398 shares; 2025Q4: 6,398 shares; 2026Q1: 6,398 shares; 2026Q2: 6,359 shares 6,359 $2.6M 0.27% -39 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: 8,914 shares; 2024Q4: 8,234 shares; 2025Q1: 7,608 shares; 2025Q2: 7,454 shares; 2025Q3: 7,400 shares; 2025Q4: 7,321 shares; 2026Q1: 7,187 shares; 2026Q2: 7,095 shares 7,095 $2.5M 0.26% -92 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,323 shares; 2024Q4: 15,907 shares; 2025Q1: 15,094 shares; 2025Q2: 13,285 shares; 2025Q3: 12,698 shares; 2025Q4: 11,332 shares; 2026Q1: 11,155 shares; 2026Q2: 11,005 shares 11,005 $2.43M 0.25% -150 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: 3,362 shares; 2024Q4: 3,309 shares; 2025Q1: 3,184 shares; 2025Q2: 3,377 shares; 2025Q3: 4,004 shares; 2025Q4: 3,658 shares; 2026Q1: 3,414 shares; 2026Q2: 3,026 shares 3,026 $2.26M 0.24% -388 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: 3,631 shares; 2024Q4: 3,667 shares; 2025Q1: 3,137 shares; 2025Q2: 3,090 shares; 2025Q3: 3,105 shares; 2025Q4: 3,388 shares; 2026Q1: 3,130 shares; 2026Q2: 3,151 shares 3,151 $2.16M 0.23% +21 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,083 shares; 2024Q4: 40,770 shares; 2025Q1: 38,173 shares; 2025Q2: 35,391 shares; 2025Q3: 34,210 shares; 2025Q4: 33,393 shares; 2026Q1: 31,874 shares; 2026Q2: 31,451 shares 31,451 $2.15M 0.23% -423 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: 3,934 shares; 2024Q4: 3,941 shares; 2025Q1: 3,940 shares; 2025Q2: 3,911 shares; 2025Q3: 3,961 shares; 2025Q4: 3,896 shares; 2026Q1: 3,975 shares; 2026Q2: 3,796 shares 3,796 $2.14M 0.22% -179 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,856 shares; 2024Q4: 5,343 shares; 2025Q1: 4,753 shares; 2025Q2: 4,202 shares; 2025Q3: 3,939 shares; 2025Q4: 3,643 shares; 2026Q1: 3,385 shares; 2026Q2: 3,970 shares 3,970 $1.99M 0.21% +585 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,948 shares; 2024Q4: 22,157 shares; 2025Q1: 19,325 shares; 2025Q2: 15,853 shares; 2025Q3: 14,970 shares; 2025Q4: 13,513 shares; 2026Q1: 11,910 shares; 2026Q2: 11,727 shares 11,727 $1.98M 0.21% -183 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,177 shares; 2025Q1: 55,357 shares; 2025Q2: 55,827 shares; 2025Q3: 59,623 shares; 2025Q4: 68,425 shares; 2026Q1: 94,644 shares; 2026Q2: 93,296 shares 93,296 $1.91M 0.2% -1,348 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: 16,156 shares; 2024Q4: 16,156 shares; 2025Q1: 15,805 shares; 2025Q2: 15,714 shares; 2025Q3: 17,589 shares; 2025Q4: 15,452 shares; 2026Q1: 15,078 shares; 2026Q2: 15,266 shares 15,266 $1.79M 0.19% +188 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: 2,010 shares; 2024Q4: 1,988 shares; 2025Q1: 2,007 shares; 2025Q2: 3,555 shares; 2025Q3: 3,704 shares; 2025Q4: 3,704 shares; 2026Q1: 3,653 shares; 2026Q2: 20,301 shares 20,301 $1.75M 0.18% +16,648 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,084 shares; 2025Q1: 43,739 shares; 2025Q2: 45,543 shares; 2025Q3: 49,576 shares; 2025Q4: 58,116 shares; 2026Q1: 83,964 shares; 2026Q2: 82,602 shares 82,602 $1.74M 0.18% -1,362 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,058 shares; 2024Q4: 3,871 shares; 2025Q1: 3,389 shares; 2025Q2: 3,911 shares; 2025Q3: 3,376 shares; 2025Q4: 3,671 shares; 2026Q1: 3,347 shares; 2026Q2: 3,328 shares 3,328 $1.67M 0.17% -19 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: 5,668 shares; 2024Q4: 5,259 shares; 2025Q1: 5,182 shares; 2025Q2: 4,982 shares; 2025Q3: 4,915 shares; 2025Q4: 10,571 shares; 2026Q1: 9,609 shares; 2026Q2: 8,566 shares 8,566 $1.63M 0.17% -1,043 Timeline KRNY KEARNY FINL CORP MD More: the full row for KEARNY FINL CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,946 shares; 2024Q4: 166,946 shares; 2025Q1: 166,946 shares; 2025Q2: 166,946 shares; 2025Q3: 166,946 shares; 2025Q4: 166,946 shares; 2026Q1: 166,946 shares; 2026Q2: 166,946 shares 166,946 $1.58M 0.17% 0 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,256 shares; 2025Q1: 18,058 shares; 2025Q2: 21,169 shares; 2025Q3: 26,012 shares; 2025Q4: 35,428 shares; 2026Q1: 73,362 shares; 2026Q2: 73,793 shares 73,793 $1.52M 0.16% +431 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: 14,697 shares; 2024Q4: 14,022 shares; 2025Q1: 12,764 shares; 2025Q2: 12,524 shares; 2025Q3: 12,020 shares; 2025Q4: 11,456 shares; 2026Q1: 10,812 shares; 2026Q2: 10,374 shares 10,374 $1.52M 0.16% -438 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,960 shares; 2024Q4: 1,553 shares; 2025Q1: 1,553 shares; 2025Q2: 1,699 shares; 2025Q3: 1,857 shares; 2025Q4: 1,884 shares; 2026Q1: 1,908 shares; 2026Q2: 2,028 shares 2,028 $1.47M 0.15% +120 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 56,138 shares; 2025Q1: 62,680 shares; 2025Q2: 72,423 shares; 2025Q3: 74,281 shares; 2025Q4: 74,586 shares; 2026Q1: 79,090 shares; 2026Q2: 77,755 shares 77,755 $1.44M 0.15% -1,335 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,885 shares; 2024Q4: 13,512 shares; 2025Q1: 12,895 shares; 2025Q2: 12,591 shares; 2025Q3: 12,418 shares; 2025Q4: 9,963 shares; 2026Q1: 9,446 shares; 2026Q2: 8,580 shares 8,580 $1.43M 0.15% -866 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,975 shares; 2025Q1: 59,772 shares; 2025Q2: 68,914 shares; 2025Q3: 70,617 shares; 2025Q4: 69,230 shares; 2026Q1: 71,376 shares; 2026Q2: 70,180 shares 70,180 $1.43M 0.15% -1,196 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: 9,041 shares; 2024Q4: 8,374 shares; 2025Q1: 8,175 shares; 2025Q2: 8,218 shares; 2025Q3: 8,042 shares; 2025Q4: 7,770 shares; 2026Q1: 7,511 shares; 2026Q2: 7,344 shares 7,344 $1.4M 0.15% -167 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 62,211 shares; 2025Q1: 70,064 shares; 2025Q2: 69,249 shares; 2025Q3: 71,294 shares; 2025Q4: 74,800 shares; 2026Q1: 82,160 shares; 2026Q2: 82,078 shares 82,078 $1.37M 0.14% -82 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,927 shares; 2024Q4: 13,138 shares; 2025Q1: 12,283 shares; 2025Q2: 11,908 shares; 2025Q3: 4,818 shares; 2025Q4: 4,095 shares; 2026Q1: 3,551 shares; 2026Q2: 3,439 shares 3,439 $1.33M 0.14% -112 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 63,580 shares; 2025Q1: 72,514 shares; 2025Q2: 72,687 shares; 2025Q3: 74,659 shares; 2025Q4: 78,851 shares; 2026Q1: 82,865 shares; 2026Q2: 80,448 shares 80,448 $1.32M 0.14% -2,417 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,099 shares; 2025Q1: 94,922 shares; 2025Q2: 104,724 shares; 2025Q3: 103,158 shares; 2025Q4: 95,002 shares; 2026Q1: 67,950 shares; 2026Q2: 66,365 shares 66,365 $1.3M 0.14% -1,585 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,753 shares; 2024Q4: 7,327 shares; 2025Q1: 6,592 shares; 2025Q2: 6,592 shares; 2025Q3: 6,492 shares; 2025Q4: 6,469 shares; 2026Q1: 6,364 shares; 2026Q2: 6,264 shares 6,264 $1.3M 0.14% -100 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,139 shares; 2024Q4: 53,639 shares; 2025Q1: 58,077 shares; 2025Q2: 62,234 shares; 2025Q3: 64,300 shares; 2025Q4: 65,878 shares; 2026Q1: 68,214 shares; 2026Q2: 7,564 shares 7,564 $1.27M 0.13% -60,650 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: 19,724 shares; 2024Q4: 16,867 shares; 2025Q1: 15,195 shares; 2025Q2: 14,512 shares; 2025Q3: 14,077 shares; 2025Q4: 12,713 shares; 2026Q1: 12,401 shares; 2026Q2: 12,168 shares 12,168 $1.26M 0.13% -233 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,741 shares; 2024Q4: 28,534 shares; 2025Q1: 23,897 shares; 2025Q2: 20,989 shares; 2025Q3: 18,618 shares; 2025Q4: 15,900 shares; 2026Q1: 12,700 shares; 2026Q2: 12,102 shares 12,102 $1.26M 0.13% -598 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: 2,539 shares; 2024Q4: 2,950 shares; 2025Q1: 2,875 shares; 2025Q2: 2,999 shares; 2025Q3: 2,996 shares; 2025Q4: 3,003 shares; 2026Q1: 3,406 shares; 2026Q2: 3,190 shares 3,190 $1.18M 0.12% -216 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,898 shares; 2024Q4: 57,348 shares; 2025Q1: 64,152 shares; 2025Q2: 9,956 shares; 2025Q3: 9,391 shares; 2025Q4: 7,758 shares; 2026Q1: 7,297 shares; 2026Q2: 7,234 shares 7,234 $1.18M 0.12% -63 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: 13,367 shares; 2024Q4: 12,891 shares; 2025Q1: 11,514 shares; 2025Q2: 11,464 shares; 2025Q3: 11,232 shares; 2025Q4: 22,814 shares; 2026Q1: 21,834 shares; 2026Q2: 21,633 shares 21,633 $1.15M 0.12% -201 Timeline VB 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: 4,001 shares; 2024Q4: 3,992 shares; 2025Q1: 3,978 shares; 2025Q2: 4,013 shares; 2025Q3: 3,977 shares; 2025Q4: 3,976 shares; 2026Q1: 3,623 shares; 2026Q2: 3,534 shares 3,534 $1.07M 0.11% -89 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: 7,063 shares; 2024Q4: 5,788 shares; 2025Q1: 5,734 shares; 2025Q2: 5,672 shares; 2025Q3: 5,672 shares; 2025Q4: 7,502 shares; 2026Q1: 6,835 shares; 2026Q2: 6,835 shares 6,835 $1.07M 0.11% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,064 shares; 2024Q4: 2,991 shares; 2025Q1: 2,822 shares; 2025Q2: 2,784 shares; 2025Q3: 2,784 shares; 2025Q4: 2,619 shares; 2026Q1: 2,594 shares; 2026Q2: 2,606 shares 2,606 $1.06M 0.11% +12 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,517 shares; 2024Q4: 93,245 shares; 2025Q1: 106,854 shares; 2025Q2: 119,488 shares; 2025Q3: 121,781 shares; 2025Q4: 111,556 shares; 2026Q1: 60,552 shares; 2026Q2: 54,243 shares 54,243 $1.06M 0.11% -6,309 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,469 shares; 2024Q4: 1,463 shares; 2025Q1: 1,391 shares; 2025Q2: 1,381 shares; 2025Q3: 1,370 shares; 2025Q4: 1,383 shares; 2026Q1: 1,398 shares; 2026Q2: 1,383 shares 1,383 $1.04M 0.11% -15 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: 12,196 shares; 2024Q4: 10,873 shares; 2025Q1: 9,276 shares; 2025Q2: 7,817 shares; 2025Q3: 7,502 shares; 2025Q4: 7,190 shares; 2026Q1: 6,168 shares; 2026Q2: 5,567 shares 5,567 $1.03M 0.11% -601 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: 3,415 shares; 2024Q4: 3,416 shares; 2025Q1: 3,370 shares; 2025Q2: 3,205 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,207 shares; 2026Q2: 3,207 shares 3,207 $1.01M 0.11% 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: 1,297 shares; 2024Q4: 772 shares; 2025Q1: 782 shares; 2025Q2: 1,365 shares; 2025Q3: 1,574 shares; 2025Q4: 2,576 shares; 2026Q1: 2,404 shares; 2026Q2: 2,377 shares 2,377 $1000K 0.1% -27 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: 620 shares; 2024Q4: 625 shares; 2025Q1: 630 shares; 2025Q2: 673 shares; 2025Q3: 667 shares; 2025Q4: 6,710 shares; 2026Q1: 6,563 shares; 2026Q2: 13,666 shares 13,666 $976K 0.1% +7,103 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,758 shares; 2024Q4: 16,962 shares; 2025Q1: 14,328 shares; 2025Q2: 13,943 shares; 2025Q3: 5,055 shares; 2025Q4: 4,375 shares; 2026Q1: 4,375 shares; 2026Q2: 4,375 shares 4,375 $934K 0.1% 0 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,851 shares; 2026Q1: 5,851 shares; 2026Q2: 5,851 shares 5,851 $908K 0.1% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,754 shares; 2024Q4: 7,753 shares; 2025Q1: 7,047 shares; 2025Q2: 6,883 shares; 2025Q3: 6,865 shares; 2025Q4: 6,821 shares; 2026Q1: 6,502 shares; 2026Q2: 6,369 shares 6,369 $895K 0.09% -133 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,250 shares; 2024Q4: 6,160 shares; 2025Q1: 6,160 shares; 2025Q2: 5,825 shares; 2025Q3: 5,445 shares; 2025Q4: 5,339 shares; 2026Q1: 5,339 shares; 2026Q2: 5,339 shares 5,339 $880K 0.09% 0 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: 9,259 shares; 2024Q4: 8,700 shares; 2025Q1: 8,350 shares; 2025Q2: 8,100 shares; 2025Q3: 13,202 shares; 2025Q4: 12,195 shares; 2026Q1: 12,195 shares; 2026Q2: 11,515 shares 11,515 $873K 0.09% -680 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: 12,819 shares; 2024Q4: 12,674 shares; 2025Q1: 12,249 shares; 2025Q2: 12,370 shares; 2025Q3: 11,982 shares; 2025Q4: 12,143 shares; 2026Q1: 12,252 shares; 2026Q2: 12,180 shares 12,180 $868K 0.09% -72 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 9,778 shares; 2026Q1: 41,888 shares; 2026Q2: 42,010 shares 42,010 $860K 0.09% +122 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,775 shares; 2024Q4: 142,556 shares; 2025Q1: 158,461 shares; 2025Q2: 172,967 shares; 2025Q3: 181,317 shares; 2025Q4: 215,040 shares; 2026Q1: 236,963 shares; 2026Q2: 25,267 shares 25,267 $859K 0.09% -211,696 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,273 shares; 2024Q4: 15,553 shares; 2025Q1: 12,237 shares; 2025Q2: 11,919 shares; 2025Q3: 11,795 shares; 2025Q4: 13,019 shares; 2026Q1: 13,019 shares; 2026Q2: 14,191 shares 14,191 $847K 0.09% +1,172 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: not reported; 2024Q4: not reported; 2025Q1: 8,551 shares; 2025Q2: 8,551 shares; 2025Q3: 8,551 shares; 2025Q4: 8,551 shares; 2026Q1: 8,551 shares; 2026Q2: 8,986 shares 8,986 $838K 0.09% +435 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: 3,390 shares; 2024Q4: 3,193 shares; 2025Q1: 3,193 shares; 2025Q2: 4,928 shares; 2025Q3: 5,250 shares; 2025Q4: 4,943 shares; 2026Q1: 4,621 shares; 2026Q2: 3,841 shares 3,841 $837K 0.09% -780 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,811 shares; 2026Q1: 3,775 shares; 2026Q2: 3,775 shares 3,775 $817K 0.09% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,580 shares; 2024Q4: 2,260 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 2,164 shares; 2025Q4: 2,403 shares; 2026Q1: 2,464 shares; 2026Q2: 2,459 shares 2,459 $812K 0.08% -5 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,975 shares; 2024Q4: 3,674 shares; 2025Q1: 3,576 shares; 2025Q2: 3,550 shares; 2025Q3: 3,466 shares; 2025Q4: 3,412 shares; 2026Q1: 3,591 shares; 2026Q2: 3,588 shares 3,588 $803K 0.08% -3 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,245 shares; 2024Q4: 2,242 shares; 2025Q1: 2,219 shares; 2025Q2: 2,189 shares; 2025Q3: 2,189 shares; 2025Q4: 2,242 shares; 2026Q1: 2,235 shares; 2026Q2: 2,227 shares 2,227 $789K 0.08% -8 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,485 shares; 2024Q4: 3,395 shares; 2025Q1: 3,180 shares; 2025Q2: 2,980 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,555 shares 15,555 $784K 0.08% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,331 shares; 2024Q4: 10,338 shares; 2025Q1: 10,140 shares; 2025Q2: 9,922 shares; 2025Q3: 9,837 shares; 2025Q4: 9,837 shares; 2026Q1: 9,539 shares; 2026Q2: 9,460 shares 9,460 $776K 0.08% -79 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,366 shares; 2024Q4: 11,305 shares; 2025Q1: 11,403 shares; 2025Q2: 11,374 shares; 2025Q3: 11,538 shares; 2025Q4: 9,235 shares; 2026Q1: 9,494 shares; 2026Q2: 9,381 shares 9,381 $775K 0.08% -113 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $763K 0.08% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,759 shares; 2024Q4: 3,321 shares; 2025Q1: 3,166 shares; 2025Q2: 3,131 shares; 2025Q3: 3,002 shares; 2025Q4: 2,894 shares; 2026Q1: 2,901 shares; 2026Q2: 2,786 shares 2,786 $754K 0.08% -115 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,922 shares; 2024Q4: 2,265 shares; 2025Q1: 2,131 shares; 2025Q2: 2,031 shares; 2025Q3: 2,019 shares; 2025Q4: 1,173 shares; 2026Q1: 1,128 shares; 2026Q2: 2,784 shares 2,784 $753K 0.08% +1,656 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: 12,065 shares; 2024Q4: 10,661 shares; 2025Q1: 8,654 shares; 2025Q2: 7,968 shares; 2025Q3: 7,400 shares; 2025Q4: 6,968 shares; 2026Q1: 5,765 shares; 2026Q2: 5,516 shares 5,516 $747K 0.08% -249 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,649 shares; 2024Q4: 3,318 shares; 2025Q1: 3,406 shares; 2025Q2: 3,334 shares; 2025Q3: 2,770 shares; 2025Q4: 2,690 shares; 2026Q1: 2,715 shares; 2026Q2: 2,596 shares 2,596 $741K 0.08% -119 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,858 shares; 2024Q4: 12,972 shares; 2025Q1: 11,417 shares; 2025Q2: 11,127 shares; 2025Q3: 10,924 shares; 2025Q4: 9,115 shares; 2026Q1: 8,488 shares; 2026Q2: 8,068 shares 8,068 $740K 0.08% -420 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,411 shares; 2024Q4: 4,114 shares; 2025Q1: 4,216 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares; 2025Q4: 4,103 shares; 2026Q1: 4,106 shares; 2026Q2: 4,113 shares 4,113 $722K 0.08% +7 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295 shares; 2024Q4: 1,190 shares; 2025Q1: 1,183 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,171 shares; 2026Q1: 1,036 shares; 2026Q2: 1,015 shares 1,015 $714K 0.07% -21 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,884 shares; 2024Q4: 17,078 shares; 2025Q1: 16,411 shares; 2025Q2: 5,673 shares; 2025Q3: 5,562 shares; 2025Q4: 5,481 shares; 2026Q1: 4,711 shares; 2026Q2: 4,556 shares 4,556 $676K 0.07% -155 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,929 shares; 2024Q4: 6,390 shares; 2025Q1: 5,975 shares; 2025Q2: 4,682 shares; 2025Q3: 4,640 shares; 2025Q4: 6,088 shares; 2026Q1: 6,160 shares; 2026Q2: 6,777 shares 6,777 $655K 0.07% +617 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: 12,436 shares; 2026Q1: 11,447 shares; 2026Q2: 10,881 shares 10,881 $654K 0.07% -566 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,417 shares; 2024Q4: 6,943 shares; 2025Q1: 6,070 shares; 2025Q2: 4,728 shares; 2025Q3: 2,104 shares; 2025Q4: 2,106 shares; 2026Q1: 2,050 shares; 2026Q2: 2,030 shares 2,030 $636K 0.07% -20 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,521 shares; 2024Q4: 2,534 shares; 2025Q1: 2,525 shares; 2025Q2: 2,592 shares; 2025Q3: 2,461 shares; 2025Q4: 2,393 shares; 2026Q1: 2,299 shares; 2026Q2: 2,299 shares 2,299 $634K 0.07% 0 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: 10,377 shares; 2024Q4: 8,993 shares; 2025Q1: 8,372 shares; 2025Q2: 8,769 shares; 2025Q3: 7,961 shares; 2025Q4: 8,005 shares; 2026Q1: 7,929 shares; 2026Q2: 7,733 shares 7,733 $628K 0.07% -196 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,714 shares; 2024Q4: 8,881 shares; 2025Q1: 8,419 shares; 2025Q2: 8,603 shares; 2025Q3: 8,547 shares; 2025Q4: 8,957 shares; 2026Q1: 8,518 shares; 2026Q2: 8,518 shares 8,518 $625K 0.07% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,744 shares 2,744 $614K 0.06% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,753 shares; 2024Q4: 6,774 shares; 2025Q1: 6,496 shares; 2025Q2: 6,454 shares; 2025Q3: 6,456 shares; 2025Q4: 6,441 shares; 2026Q1: 6,377 shares; 2026Q2: 6,377 shares 6,377 $610K 0.06% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,394 shares; 2024Q4: 16,825 shares; 2025Q1: 4,926 shares; 2025Q2: 4,862 shares; 2025Q3: 4,874 shares; 2025Q4: 6,900 shares; 2026Q1: 7,036 shares; 2026Q2: 6,919 shares 6,919 $607K 0.06% -117 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: 2,746 shares 2,746 $607K 0.06% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,590 shares; 2024Q4: 2,484 shares; 2025Q1: 2,445 shares; 2025Q2: 2,917 shares; 2025Q3: 2,837 shares; 2025Q4: 2,837 shares; 2026Q1: 2,845 shares; 2026Q2: 2,822 shares 2,822 $590K 0.06% -23 Timeline MGC 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: 2,313 shares; 2024Q4: 2,263 shares; 2025Q1: 2,213 shares; 2025Q2: 2,213 shares; 2025Q3: 2,213 shares; 2025Q4: 2,163 shares; 2026Q1: 2,163 shares; 2026Q2: 2,143 shares 2,143 $586K 0.06% -20 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: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares; 2026Q1: 1,269 shares; 2026Q2: 4,429 shares 4,429 $550K 0.06% +3,160 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: 3,565 shares; 2024Q4: 3,457 shares; 2025Q1: 3,457 shares; 2025Q2: 3,357 shares; 2025Q3: 3,357 shares; 2025Q4: 3,379 shares; 2026Q1: 3,386 shares; 2026Q2: 3,374 shares 3,374 $533K 0.06% -12 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,449 shares; 2024Q4: 60,872 shares; 2025Q1: 56,055 shares; 2025Q2: 54,143 shares; 2025Q3: 52,879 shares; 2025Q4: 10,191 shares; 2026Q1: 9,735 shares; 2026Q2: 9,373 shares 9,373 $528K 0.06% -362 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: 39,121 shares; 2024Q4: 6,257 shares; 2025Q1: 5,834 shares; 2025Q2: 5,611 shares; 2025Q3: 5,600 shares; 2025Q4: 5,680 shares; 2026Q1: 5,307 shares; 2026Q2: 5,321 shares 5,321 $512K 0.05% +14 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: 1,686 shares; 2024Q4: 1,644 shares; 2025Q1: 1,686 shares; 2025Q2: 1,633 shares; 2025Q3: 1,627 shares; 2025Q4: 1,596 shares; 2026Q1: 1,588 shares; 2026Q2: 6,349 shares 6,349 $512K 0.05% +4,761 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: 1,027 shares; 2024Q4: 853 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 519 shares; 2026Q2: 4,223 shares 4,223 $505K 0.05% +3,704 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,926 shares; 2024Q4: 3,736 shares; 2025Q1: 4,827 shares; 2025Q2: 4,818 shares; 2025Q3: 4,819 shares; 2025Q4: 4,572 shares; 2026Q1: 4,418 shares; 2026Q2: 4,420 shares 4,420 $485K 0.05% +2 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,346 shares; 2024Q4: 5,238 shares; 2025Q1: 5,044 shares; 2025Q2: 5,463 shares; 2025Q3: 5,274 shares; 2025Q4: 5,387 shares; 2026Q1: 5,328 shares; 2026Q2: 5,267 shares 5,267 $478K 0.05% -61 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,755 shares; 2024Q4: 2,665 shares; 2025Q1: 2,504 shares; 2025Q2: 2,453 shares; 2025Q3: 2,298 shares; 2025Q4: 2,228 shares; 2026Q1: 2,133 shares; 2026Q2: 1,979 shares 1,979 $471K 0.05% -154 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,650 shares; 2026Q1: 5,650 shares; 2026Q2: 5,650 shares 5,650 $458K 0.05% 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: 3,556 shares; 2024Q4: 3,085 shares; 2025Q1: 2,843 shares; 2025Q2: 2,945 shares; 2025Q3: 2,947 shares; 2025Q4: 1,662 shares; 2026Q1: 1,658 shares; 2026Q2: 1,681 shares 1,681 $457K 0.05% +23 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,921 shares; 2024Q4: 2,315 shares; 2025Q1: 2,018 shares; 2025Q2: 1,937 shares; 2025Q3: 1,854 shares; 2025Q4: 1,834 shares; 2026Q1: 1,541 shares; 2026Q2: 1,528 shares 1,528 $456K 0.05% -13 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,255 shares; 2024Q4: 8,703 shares; 2025Q1: 7,433 shares; 2025Q2: 7,319 shares; 2025Q3: 7,239 shares; 2025Q4: 6,254 shares; 2026Q1: 5,581 shares; 2026Q2: 5,516 shares 5,516 $449K 0.05% -65 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,866 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,354 shares; 2026Q1: 1,244 shares; 2026Q2: 2,358 shares 2,358 $444K 0.05% +1,114 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: 2,008 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 2,076 shares; 2025Q3: 1,990 shares; 2025Q4: 1,765 shares; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $440K 0.05% 0 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: 2,899 shares; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,874 shares; 2026Q1: 2,874 shares; 2026Q2: 2,874 shares 2,874 $437K 0.05% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769 shares; 2024Q4: 769 shares; 2025Q1: 726 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 585 shares; 2026Q2: 585 shares 585 $417K 0.04% 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: 1,552 shares; 2024Q4: 1,476 shares; 2025Q1: 1,429 shares; 2025Q2: 1,391 shares; 2025Q3: 1,213 shares; 2025Q4: 1,213 shares; 2026Q1: 1,394 shares; 2026Q2: 1,394 shares 1,394 $417K 0.04% 0 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: 11,473 shares; 2024Q4: 12,578 shares; 2025Q1: 12,532 shares; 2025Q2: 11,227 shares; 2025Q3: 1,752 shares; 2025Q4: 1,049 shares; 2026Q1: 974 shares; 2026Q2: 972 shares 972 $404K 0.04% -2 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,540 shares; 2025Q1: 8,032 shares; 2025Q2: 7,232 shares; 2025Q3: 6,559 shares; 2025Q4: 13,270 shares; 2026Q1: 12,237 shares; 2026Q2: 11,095 shares 11,095 $403K 0.04% -1,142 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,086 shares; 2024Q4: 31,556 shares; 2025Q1: 28,040 shares; 2025Q2: 24,228 shares; 2025Q3: 23,024 shares; 2025Q4: not reported; 2026Q1: 8,057 shares; 2026Q2: 8,027 shares 8,027 $400K 0.04% -30 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,403 shares; 2025Q1: 7,403 shares; 2025Q2: 7,403 shares; 2025Q3: 8,557 shares; 2025Q4: 8,560 shares; 2026Q1: 8,563 shares; 2026Q2: 8,565 shares 8,565 $380K 0.04% +2 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: 2,677 shares 2,677 $374K 0.04% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,014 shares; 2024Q4: 2,784 shares; 2025Q1: 2,695 shares; 2025Q2: 2,632 shares; 2025Q3: 2,492 shares; 2025Q4: 2,377 shares; 2026Q1: 2,317 shares; 2026Q2: 2,213 shares 2,213 $373K 0.04% -104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 305 shares 305 $352K 0.04% new 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: 12,524 shares; 2024Q4: 8,644 shares; 2025Q1: 8,644 shares; 2025Q2: 7,863 shares; 2025Q3: 6,663 shares; 2025Q4: 6,763 shares; 2026Q1: 6,563 shares; 2026Q2: 6,563 shares 6,563 $352K 0.04% 0 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: 5,110 shares; 2024Q4: 5,119 shares; 2025Q1: 5,029 shares; 2025Q2: 5,420 shares; 2025Q3: 5,148 shares; 2025Q4: 4,354 shares; 2026Q1: 3,862 shares; 2026Q2: 3,737 shares 3,737 $345K 0.04% -125 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: 1,873 shares; 2024Q4: 1,869 shares; 2025Q1: 1,719 shares; 2025Q2: 1,719 shares; 2025Q3: 1,723 shares; 2025Q4: 1,723 shares; 2026Q1: 1,639 shares; 2026Q2: 1,626 shares 1,626 $345K 0.04% -13 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,266 shares; 2024Q4: 4,173 shares; 2025Q1: 3,699 shares; 2025Q2: 3,493 shares; 2025Q3: 3,086 shares; 2025Q4: 2,955 shares; 2026Q1: 2,804 shares; 2026Q2: 2,770 shares 2,770 $336K 0.04% -34 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,720 shares; 2024Q4: 4,209 shares; 2025Q1: 3,846 shares; 2025Q2: 3,661 shares; 2025Q3: 3,661 shares; 2025Q4: 3,521 shares; 2026Q1: 3,121 shares; 2026Q2: 2,946 shares 2,946 $335K 0.04% -175 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: 1,965 shares; 2024Q4: 1,755 shares; 2025Q1: 1,697 shares; 2025Q2: 1,697 shares; 2025Q3: 1,574 shares; 2025Q4: 1,579 shares; 2026Q1: 1,484 shares; 2026Q2: 1,480 shares 1,480 $330K 0.03% -4 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: 8,156 shares; 2024Q4: 7,420 shares; 2025Q1: 7,408 shares; 2025Q2: 6,626 shares; 2025Q3: 6,195 shares; 2025Q4: 5,745 shares; 2026Q1: 5,758 shares; 2026Q2: 5,718 shares 5,718 $329K 0.03% -40 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: 1,471 shares; 2024Q4: 1,398 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,331 shares; 2025Q4: 2,878 shares; 2026Q1: 2,778 shares; 2026Q2: 2,728 shares 2,728 $320K 0.03% -50 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,020 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares; 2026Q2: 3,020 shares 3,020 $312K 0.03% 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: 3,970 shares; 2024Q4: 11,239 shares; 2025Q1: 10,478 shares; 2025Q2: 10,115 shares; 2025Q3: 10,115 shares; 2025Q4: 11,266 shares; 2026Q1: 9,995 shares; 2026Q2: 9,774 shares 9,774 $310K 0.03% -221 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,217 shares; 2026Q1: 1,217 shares; 2026Q2: 1,217 shares 1,217 $307K 0.03% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 1,869 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,859 shares; 2025Q4: 1,859 shares; 2026Q1: 1,859 shares; 2026Q2: 1,859 shares 1,859 $306K 0.03% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,316 shares; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 602 shares; 2026Q1: 598 shares; 2026Q2: 598 shares 598 $305K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,467 shares; 2026Q1: 4,047 shares; 2026Q2: 3,974 shares 3,974 $286K 0.03% -73 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: 49,691 shares; 2024Q4: 29,606 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 470 shares 470 $273K 0.03% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,364 shares; 2024Q4: 4,952 shares; 2025Q1: 4,800 shares; 2025Q2: 4,617 shares; 2025Q3: 3,688 shares; 2025Q4: 3,594 shares; 2026Q1: 3,610 shares; 2026Q2: 3,527 shares 3,527 $272K 0.03% -83 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,510 shares; 2024Q4: 4,748 shares; 2025Q1: 4,597 shares; 2025Q2: 4,546 shares; 2025Q3: 4,120 shares; 2025Q4: 4,107 shares; 2026Q1: 4,304 shares; 2026Q2: 3,532 shares 3,532 $270K 0.03% -772 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,415 shares; 2026Q2: 7,966 shares 7,966 $270K 0.03% -449 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,723 shares; 2026Q1: 2,723 shares; 2026Q2: 2,723 shares 2,723 $268K 0.03% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 551 shares 551 $263K 0.03% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 701 shares 701 $262K 0.03% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,428 shares; 2024Q4: 49,430 shares; 2025Q1: 52,502 shares; 2025Q2: 56,440 shares; 2025Q3: 59,895 shares; 2025Q4: 67,385 shares; 2026Q1: 76,204 shares; 2026Q2: 2,007 shares 2,007 $250K 0.03% -74,197 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 2,607 shares 2,607 $244K 0.03% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726 shares; 2024Q4: 727 shares; 2025Q1: 719 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 698 shares; 2026Q1: 701 shares; 2026Q2: 701 shares 701 $233K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 519 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 517 shares; 2025Q4: 500 shares; 2026Q1: 503 shares; 2026Q2: 503 shares 503 $231K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,888 shares; 2024Q4: 1,705 shares; 2025Q1: not reported; 2025Q2: 1,544 shares; 2025Q3: 1,550 shares; 2025Q4: 1,697 shares; 2026Q1: 1,610 shares; 2026Q2: 1,611 shares 1,611 $231K 0.02% +1 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: 844 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: not reported; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: not reported; 2026Q2: 577 shares 577 $227K 0.02% new Timeline AME AMETEK INC More: the full row for AMETEK 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: 937 shares; 2026Q2: 937 shares 937 $227K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: 769 shares; 2026Q1: 770 shares; 2026Q2: 768 shares 768 $223K 0.02% -2 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,758 shares; 2024Q4: 3,758 shares; 2025Q1: 3,646 shares; 2025Q2: 3,561 shares; 2025Q3: 3,481 shares; 2025Q4: 1,403 shares; 2026Q1: 1,370 shares; 2026Q2: 1,370 shares 1,370 $222K 0.02% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 778 shares 778 $219K 0.02% new Timeline ENS ENERSYS More: the full row for ENERSYS 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: 917 shares 917 $214K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,399 shares; 2026Q1: 5,050 shares; 2026Q2: 5,060 shares 5,060 $214K 0.02% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 618 shares 618 $212K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,466 shares; 2026Q1: not reported; 2026Q2: 1,447 shares 1,447 $212K 0.02% new Timeline VOX 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: not reported; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $212K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP 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: not reported; 2026Q1: 1,806 shares; 2026Q2: 1,806 shares 1,806 $207K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 272 shares 272 $207K 0.02% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN 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: 14,688 shares; 2025Q4: 14,688 shares; 2026Q1: 14,688 shares; 2026Q2: 14,688 shares 14,688 $116K 0.01% 0 Timeline