IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,196 shares; 2024Q4: 76,125 shares; 2025Q1: 75,265 shares; 2025Q2: 83,985 shares; 2025Q3: 84,300 shares; 2025Q4: 84,325 shares; 2026Q1: 78,221 shares; 2026Q2: 79,539 shares 79,539 $59.6M 24.7% +1,318 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: 91,472 shares; 2024Q4: 90,637 shares; 2025Q1: 90,217 shares; 2025Q2: 89,201 shares; 2025Q3: 88,619 shares; 2025Q4: 81,467 shares; 2026Q1: 76,560 shares; 2026Q2: 77,140 shares 77,140 $27.6M 11.43% +580 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: 82,722 shares; 2024Q4: 83,608 shares; 2025Q1: 83,642 shares; 2025Q2: 83,790 shares; 2025Q3: 83,847 shares; 2025Q4: 84,264 shares; 2026Q1: 79,461 shares; 2026Q2: 80,728 shares 80,728 $19.2M 7.98% +1,267 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: 101,524 shares; 2024Q4: 101,195 shares; 2025Q1: 101,524 shares; 2025Q2: 97,788 shares; 2025Q3: 99,323 shares; 2025Q4: 97,247 shares; 2026Q1: 91,568 shares; 2026Q2: 90,966 shares 90,966 $15M 6.21% -602 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: 21,654 shares; 2024Q4: 21,660 shares; 2025Q1: 22,364 shares; 2025Q2: 22,509 shares; 2025Q3: 22,695 shares; 2025Q4: 22,956 shares; 2026Q1: 21,253 shares; 2026Q2: 21,426 shares 21,426 $10.7M 4.45% +173 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: 56,972 shares; 2024Q4: 56,975 shares; 2025Q1: 57,346 shares; 2025Q2: 57,142 shares; 2025Q3: 58,161 shares; 2025Q4: 59,135 shares; 2026Q1: 53,245 shares; 2026Q2: 53,453 shares 53,453 $10.1M 4.21% +208 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: 9,876 shares; 2024Q4: 10,559 shares; 2025Q1: 10,220 shares; 2025Q2: 9,900 shares; 2025Q3: 9,943 shares; 2025Q4: 10,122 shares; 2026Q1: 10,461 shares; 2026Q2: 10,873 shares 10,873 $8.01M 3.32% +412 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: 18,054 shares; 2024Q4: 18,584 shares; 2025Q1: 18,914 shares; 2025Q2: 19,074 shares; 2025Q3: 19,234 shares; 2025Q4: 19,931 shares; 2026Q1: 20,493 shares; 2026Q2: 21,116 shares 21,116 $7.98M 3.31% +623 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: 42,329 shares; 2024Q4: 42,272 shares; 2025Q1: 41,673 shares; 2025Q2: 41,058 shares; 2025Q3: 39,335 shares; 2025Q4: 39,189 shares; 2026Q1: 35,715 shares; 2026Q2: 35,656 shares 35,656 $6.79M 2.82% -59 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: 8,989 shares; 2024Q4: 8,989 shares; 2025Q1: 8,989 shares; 2025Q2: 8,989 shares; 2025Q3: 8,989 shares; 2025Q4: 8,499 shares; 2026Q1: 8,576 shares; 2026Q2: 8,753 shares 8,753 $6.33M 2.62% +177 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: 10,411 shares; 2024Q4: 14,918 shares; 2025Q1: 14,983 shares; 2025Q2: 16,314 shares; 2025Q3: 18,064 shares; 2025Q4: 23,874 shares; 2026Q1: 25,572 shares; 2026Q2: 29,402 shares 29,402 $5.88M 2.44% +3,830 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,949 shares; 2024Q4: 184,725 shares; 2025Q1: 183,211 shares; 2025Q2: 179,049 shares; 2025Q3: 176,347 shares; 2025Q4: 175,151 shares; 2026Q1: 160,456 shares; 2026Q2: 157,052 shares 157,052 $4.96M 2.06% -3,404 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: 14,736 shares; 2024Q4: 16,119 shares; 2025Q1: 16,908 shares; 2025Q2: 18,222 shares; 2025Q3: 20,745 shares; 2025Q4: 20,547 shares; 2026Q1: 19,205 shares; 2026Q2: 19,124 shares 19,124 $4.57M 1.9% -81 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,447 shares; 2025Q3: 20,832 shares; 2025Q4: 25,665 shares; 2026Q1: 50,583 shares; 2026Q2: 68,484 shares 68,484 $4.13M 1.71% +17,901 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: 14,448 shares; 2024Q4: 14,596 shares; 2025Q1: 14,596 shares; 2025Q2: 12,945 shares; 2025Q3: 11,406 shares; 2025Q4: 12,072 shares; 2026Q1: 12,420 shares; 2026Q2: 14,100 shares 14,100 $4.08M 1.69% +1,680 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,354 shares; 2025Q3: 2,354 shares; 2025Q4: 2,957 shares; 2026Q1: 8,432 shares; 2026Q2: 8,720 shares 8,720 $3.08M 1.28% +288 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: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,452 shares; 2025Q4: 3,532 shares; 2026Q1: 3,704 shares; 2026Q2: 3,765 shares 3,765 $2.87M 1.19% +61 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,638 shares; 2024Q4: 2,638 shares; 2025Q1: 2,438 shares; 2025Q2: 2,438 shares; 2025Q3: 2,438 shares; 2025Q4: 2,618 shares; 2026Q1: 2,770 shares; 2026Q2: 2,350 shares 2,350 $2.71M 1.12% -420 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: 4,510 shares; 2024Q4: 4,529 shares; 2025Q1: 4,521 shares; 2025Q2: 4,292 shares; 2025Q3: 4,362 shares; 2025Q4: 5,398 shares; 2026Q1: 5,535 shares; 2026Q2: 6,441 shares 6,441 $2.4M 1% +906 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: 29,791 shares; 2024Q4: 29,469 shares; 2025Q1: 28,576 shares; 2025Q2: 26,160 shares; 2025Q3: 23,234 shares; 2025Q4: 23,169 shares; 2026Q1: 17,045 shares; 2026Q2: 13,421 shares 13,421 $1.83M 0.76% -3,624 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: 2,689 shares; 2024Q4: 2,727 shares; 2025Q1: 2,677 shares; 2025Q2: 2,857 shares; 2025Q3: 2,516 shares; 2025Q4: 2,526 shares; 2026Q1: 2,526 shares; 2026Q2: 2,452 shares 2,452 $1.83M 0.76% -74 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,705 shares; 2025Q1: 4,905 shares; 2025Q2: 4,850 shares; 2025Q3: 4,880 shares; 2025Q4: 5,017 shares; 2026Q1: 5,078 shares; 2026Q2: 5,741 shares 5,741 $1.54M 0.64% +663 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: 2,615 shares; 2024Q4: 2,778 shares; 2025Q1: 2,778 shares; 2025Q2: 2,825 shares; 2025Q3: 3,256 shares; 2025Q4: 3,259 shares; 2026Q1: 3,276 shares; 2026Q2: 3,224 shares 3,224 $1.19M 0.49% -52 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 383 shares; 2025Q2: 598 shares; 2025Q3: 668 shares; 2025Q4: 673 shares; 2026Q1: 783 shares; 2026Q2: 819 shares 819 $1.13M 0.47% +36 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: 2,746 shares; 2024Q4: 2,746 shares; 2025Q1: 2,726 shares; 2025Q2: 2,726 shares; 2025Q3: 2,726 shares; 2025Q4: 2,834 shares; 2026Q1: 2,949 shares; 2026Q2: 3,070 shares 3,070 $1.11M 0.46% +121 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,090 shares; 2026Q1: 1,387 shares; 2026Q2: 1,532 shares 1,532 $1.1M 0.46% +145 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: 6,460 shares; 2026Q2: 7,578 shares 7,578 $1.06M 0.44% +1,118 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: 1,888 shares; 2024Q4: 1,890 shares; 2025Q1: 1,879 shares; 2025Q2: 1,981 shares; 2025Q3: 2,053 shares; 2025Q4: 2,490 shares; 2026Q1: 2,734 shares; 2026Q2: 3,100 shares 3,100 $1.01M 0.42% +366 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: 982 shares; 2024Q4: 1,018 shares; 2025Q1: 1,048 shares; 2025Q2: 972 shares; 2025Q3: 1,456 shares; 2025Q4: 1,441 shares; 2026Q1: 1,850 shares; 2026Q2: 1,657 shares 1,657 $934K 0.39% -193 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,240 shares; 2026Q2: 16,974 shares 16,974 $859K 0.36% +4,734 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,853 shares; 2024Q4: 10,760 shares; 2025Q1: 10,231 shares; 2025Q2: 9,823 shares; 2025Q3: 8,634 shares; 2025Q4: 7,277 shares; 2026Q1: 6,881 shares; 2026Q2: 6,794 shares 6,794 $854K 0.35% -87 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,782 shares 2,782 $843K 0.35% 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: 513 shares; 2024Q4: 689 shares; 2025Q1: 724 shares; 2025Q2: 726 shares; 2025Q3: 732 shares; 2025Q4: 710 shares; 2026Q1: 741 shares; 2026Q2: 829 shares 829 $775K 0.32% +88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 441 shares; 2026Q1: 1,531 shares; 2026Q2: 6,125 shares 6,125 $761K 0.32% +4,594 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,513 shares; 2025Q2: 1,756 shares; 2025Q3: 1,756 shares; 2025Q4: 1,923 shares; 2026Q1: 1,923 shares; 2026Q2: 1,923 shares 1,923 $708K 0.29% 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: 3,933 shares; 2024Q4: 3,941 shares; 2025Q1: 3,947 shares; 2025Q2: 3,955 shares; 2025Q3: 3,961 shares; 2025Q4: 4,994 shares; 2026Q1: 5,487 shares; 2026Q2: 5,560 shares 5,560 $653K 0.27% +73 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: 383 shares; 2024Q4: 384 shares; 2025Q1: 368 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 657 shares; 2026Q1: 711 shares; 2026Q2: 599 shares 599 $586K 0.24% -112 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: 775 shares; 2025Q4: 983 shares; 2026Q1: 1,092 shares; 2026Q2: 1,489 shares 1,489 $556K 0.23% +397 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 944 shares; 2026Q2: 1,318 shares 1,318 $554K 0.23% +374 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,902 shares; 2026Q2: 11,166 shares 11,166 $553K 0.23% -736 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: 1,345 shares; 2024Q4: 1,348 shares; 2025Q1: 1,350 shares; 2025Q2: 1,353 shares; 2025Q3: 1,356 shares; 2025Q4: 1,661 shares; 2026Q1: 1,772 shares; 2026Q2: 2,094 shares 2,094 $527K 0.22% +322 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,226 shares; 2026Q1: 1,214 shares; 2026Q2: 1,447 shares 1,447 $510K 0.21% +233 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,369 shares; 2026Q1: 2,552 shares; 2026Q2: 2,793 shares 2,793 $505K 0.21% +241 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 867 shares 867 $504K 0.21% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,948 shares 9,948 $502K 0.21% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,355 shares; 2025Q1: 955 shares; 2025Q2: 800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 404 shares 404 $485K 0.2% +114 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 889 shares; 2026Q1: 1,053 shares; 2026Q2: 1,373 shares 1,373 $471K 0.2% +320 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: 2,562 shares; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 3,203 shares; 2026Q1: 3,789 shares; 2026Q2: 4,153 shares 4,153 $470K 0.2% +364 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,883 shares; 2026Q2: 1,884 shares 1,884 $457K 0.19% +1 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: 2,058 shares; 2026Q2: 2,441 shares 2,441 $430K 0.18% +383 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 1,807 shares; 2025Q1: 1,807 shares; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares; 2026Q1: 1,807 shares; 2026Q2: 1,807 shares 1,807 $426K 0.18% 0 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: not reported; 2025Q3: 347 shares; 2025Q4: 385 shares; 2026Q1: 478 shares; 2026Q2: 353 shares 353 $415K 0.17% -125 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: 785 shares; 2026Q1: 883 shares; 2026Q2: 1,007 shares 1,007 $400K 0.17% +124 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,362 shares; 2025Q4: 2,308 shares; 2026Q1: 2,412 shares; 2026Q2: 2,640 shares 2,640 $387K 0.16% +228 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,420 shares 1,420 $344K 0.14% +220 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 799 shares; 2026Q1: 881 shares; 2026Q2: 855 shares 855 $340K 0.14% -26 Timeline IBDR 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: 19,404 shares; 2025Q4: 19,521 shares; 2026Q1: 23,107 shares; 2026Q2: 13,832 shares 13,832 $335K 0.14% -9,275 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292 shares; 2026Q2: 314 shares 314 $334K 0.14% +22 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: 2,390 shares; 2024Q4: 9,560 shares; 2025Q1: 9,560 shares; 2025Q2: 9,560 shares; 2025Q3: 9,560 shares; 2025Q4: 9,664 shares; 2026Q1: 9,664 shares; 2026Q2: 9,664 shares 9,664 $327K 0.14% 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: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $316K 0.13% 0 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: 4,169 shares; 2024Q4: 4,034 shares; 2025Q1: 3,969 shares; 2025Q2: 3,969 shares; 2025Q3: 3,578 shares; 2025Q4: not reported; 2026Q1: 2,239 shares; 2026Q2: 2,394 shares 2,394 $308K 0.13% +155 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,117 shares; 2026Q2: 1,210 shares 1,210 $307K 0.13% +93 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,427 shares; 2026Q2: 2,040 shares 2,040 $299K 0.12% +613 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $298K 0.12% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,120 shares 1,120 $286K 0.12% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: not reported; 2026Q1: 4,330 shares; 2026Q2: 4,229 shares 4,229 $280K 0.12% -101 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,188 shares; 2026Q2: 1,145 shares 1,145 $271K 0.11% -43 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,562 shares 1,562 $265K 0.11% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,444 shares; 2025Q2: 3,744 shares; 2025Q3: 3,744 shares; 2025Q4: 3,795 shares; 2026Q1: 3,795 shares; 2026Q2: 2,295 shares 2,295 $262K 0.11% -1,500 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,132 shares; 2026Q2: 5,149 shares 5,149 $260K 0.11% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,959 shares 1,959 $260K 0.11% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 596 shares 596 $258K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,565 shares; 2026Q2: 2,586 shares 2,586 $250K 0.1% +21 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 496 shares 496 $243K 0.1% new Timeline JGRO 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: 3,198 shares; 2025Q3: 3,198 shares; 2025Q4: 2,648 shares; 2026Q1: 2,388 shares; 2026Q2: 2,388 shares 2,388 $235K 0.1% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 4,958 shares; 2025Q2: 4,758 shares; 2025Q3: 4,758 shares; 2025Q4: 4,158 shares; 2026Q1: 4,408 shares; 2026Q2: 4,408 shares 4,408 $229K 0.09% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,356 shares 2,356 $227K 0.09% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 672 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 434 shares 434 $223K 0.09% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares 1,993 $220K 0.09% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 514 shares 514 $219K 0.09% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,270 shares; 2025Q4: 9,313 shares; 2026Q1: 9,342 shares; 2026Q2: 8,973 shares 8,973 $217K 0.09% -369 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA 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: 1,225 shares; 2026Q1: 1,374 shares; 2026Q2: 1,109 shares 1,109 $214K 0.09% -265 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: 755 shares 755 $212K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 538 shares 538 $208K 0.09% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,088 shares; 2025Q3: 10,293 shares; 2025Q4: 10,538 shares; 2026Q1: 10,660 shares; 2026Q2: 10,852 shares 10,852 $127K 0.05% +192 Timeline