AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,816 shares; 2024Q4: 155,096 shares; 2025Q1: 153,402 shares; 2025Q2: 156,323 shares; 2025Q3: 154,897 shares; 2025Q4: 152,206 shares; 2026Q1: 151,229 shares; 2026Q2: 148,983 shares 148,983 $43.1M 6.7% -2,246 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: 86,610 shares; 2024Q4: 85,454 shares; 2025Q1: 86,036 shares; 2025Q2: 84,576 shares; 2025Q3: 86,408 shares; 2025Q4: 85,342 shares; 2026Q1: 89,453 shares; 2026Q2: 88,906 shares 88,906 $33.2M 5.15% -547 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: 104,861 shares; 2024Q4: 101,219 shares; 2025Q1: 107,833 shares; 2025Q2: 107,829 shares; 2025Q3: 103,068 shares; 2025Q4: 99,832 shares; 2026Q1: 98,443 shares; 2026Q2: 88,630 shares 88,630 $31.3M 4.87% -9,813 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: 116,329 shares; 2024Q4: 112,044 shares; 2025Q1: 111,012 shares; 2025Q2: 107,330 shares; 2025Q3: 102,730 shares; 2025Q4: 95,417 shares; 2026Q1: 90,438 shares; 2026Q2: 80,394 shares 80,394 $30.4M 4.72% -10,044 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908,599 shares; 2024Q4: 875,783 shares; 2025Q1: 875,783 shares; 2025Q2: 868,783 shares; 2025Q3: 854,954 shares; 2025Q4: 854,954 shares; 2026Q1: 834,009 shares; 2026Q2: 814,249 shares 814,249 $29.7M 4.62% -19,760 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488,086 shares; 2024Q4: 493,394 shares; 2025Q1: 493,742 shares; 2025Q2: 524,664 shares; 2025Q3: 516,986 shares; 2025Q4: 514,172 shares; 2026Q1: 519,337 shares; 2026Q2: 535,661 shares 535,661 $28.5M 4.43% +16,324 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: 19,143 shares; 2024Q4: 19,488 shares; 2025Q1: 19,282 shares; 2025Q2: 19,764 shares; 2025Q3: 20,397 shares; 2025Q4: 19,774 shares; 2026Q1: 18,956 shares; 2026Q2: 18,753 shares 18,753 $22.5M 3.5% -203 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030,861 shares; 2024Q4: 1,055,825 shares; 2025Q1: 1,057,469 shares; 2025Q2: 844,293 shares; 2025Q3: 821,700 shares; 2025Q4: 818,330 shares; 2026Q1: 824,415 shares; 2026Q2: 830,475 shares 830,475 $18.9M 2.94% +6,060 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: 76,961 shares; 2024Q4: 75,225 shares; 2025Q1: 75,563 shares; 2025Q2: 77,278 shares; 2025Q3: 75,899 shares; 2025Q4: 76,742 shares; 2026Q1: 76,993 shares; 2026Q2: 73,026 shares 73,026 $17.4M 2.71% -3,967 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: 56,290 shares; 2024Q4: 53,613 shares; 2025Q1: 53,748 shares; 2025Q2: 76,411 shares; 2025Q3: 74,925 shares; 2025Q4: 72,575 shares; 2026Q1: 71,796 shares; 2026Q2: 63,823 shares 63,823 $12.8M 1.99% -7,973 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: 33,933 shares; 2024Q4: 34,690 shares; 2025Q1: 34,563 shares; 2025Q2: 34,380 shares; 2025Q3: 33,640 shares; 2025Q4: 33,394 shares; 2026Q1: 33,348 shares; 2026Q2: 28,774 shares 28,774 $11.4M 1.78% -4,574 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: 36,308 shares; 2024Q4: 35,201 shares; 2025Q1: 34,379 shares; 2025Q2: 34,831 shares; 2025Q3: 32,445 shares; 2025Q4: 32,563 shares; 2026Q1: 32,322 shares; 2026Q2: 32,290 shares 32,290 $11.1M 1.72% -32 Timeline BBUS 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: 76,284 shares; 2024Q4: 78,819 shares; 2025Q1: 78,581 shares; 2025Q2: 78,025 shares; 2025Q3: 75,285 shares; 2025Q4: 73,998 shares; 2026Q1: 78,799 shares; 2026Q2: 77,742 shares 77,742 $10.5M 1.63% -1,057 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: 124,688 shares; 2024Q4: 124,973 shares; 2025Q1: 125,289 shares; 2025Q2: 124,002 shares; 2025Q3: 121,335 shares; 2025Q4: 120,301 shares; 2026Q1: 119,194 shares; 2026Q2: 119,060 shares 119,060 $10.4M 1.62% -134 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: 49,685 shares; 2024Q4: 48,568 shares; 2025Q1: 46,021 shares; 2025Q2: 44,118 shares; 2025Q3: 40,824 shares; 2025Q4: 37,856 shares; 2026Q1: 37,786 shares; 2026Q2: 36,403 shares 36,403 $9.96M 1.55% -1,383 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,684 shares; 2024Q4: 146,824 shares; 2025Q1: 154,554 shares; 2025Q2: 177,703 shares; 2025Q3: 177,863 shares; 2025Q4: 181,883 shares; 2026Q1: 194,437 shares; 2026Q2: 211,396 shares 211,396 $9.62M 1.49% +16,959 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: 10,347 shares; 2025Q1: 10,298 shares; 2025Q2: 10,302 shares; 2025Q3: 9,911 shares; 2025Q4: 9,962 shares; 2026Q1: 9,970 shares; 2026Q2: 9,941 shares 9,941 $9.56M 1.49% -29 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: 34,866 shares; 2024Q4: 33,607 shares; 2025Q1: 33,277 shares; 2025Q2: 33,248 shares; 2025Q3: 28,336 shares; 2025Q4: 28,914 shares; 2026Q1: 29,005 shares; 2026Q2: 28,976 shares 28,976 $9.48M 1.47% -29 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: 65,897 shares; 2024Q4: 65,030 shares; 2025Q1: 64,875 shares; 2025Q2: 64,988 shares; 2025Q3: 61,362 shares; 2025Q4: 60,571 shares; 2026Q1: 60,858 shares; 2026Q2: 60,513 shares 60,513 $8.87M 1.38% -345 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,513 shares; 2024Q4: 73,104 shares; 2025Q1: 75,815 shares; 2025Q2: 80,515 shares; 2025Q3: 80,876 shares; 2025Q4: 79,982 shares; 2026Q1: 80,394 shares; 2026Q2: 82,159 shares 82,159 $8.8M 1.37% +1,765 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: 17,930 shares; 2024Q4: 19,748 shares; 2025Q1: 23,410 shares; 2025Q2: 25,258 shares; 2025Q3: 26,718 shares; 2025Q4: 29,457 shares; 2026Q1: 92,470 shares; 2026Q2: 96,529 shares 96,529 $8.6M 1.34% +4,059 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: 35,005 shares; 2024Q4: 34,793 shares; 2025Q1: 34,352 shares; 2025Q2: 34,748 shares; 2025Q3: 34,422 shares; 2025Q4: 34,090 shares; 2026Q1: 34,690 shares; 2026Q2: 33,957 shares 33,957 $8.54M 1.33% -733 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: 30,314 shares; 2024Q4: 32,607 shares; 2025Q1: 33,438 shares; 2025Q2: 35,626 shares; 2025Q3: 34,925 shares; 2025Q4: 33,758 shares; 2026Q1: 33,616 shares; 2026Q2: 32,931 shares 32,931 $8.31M 1.29% -685 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,302 shares; 2024Q4: 5,253 shares; 2025Q1: 5,301 shares; 2025Q2: 5,573 shares; 2025Q3: 5,662 shares; 2025Q4: 5,856 shares; 2026Q1: 5,761 shares; 2026Q2: 5,735 shares 5,735 $7.8M 1.21% -26 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: 33,206 shares; 2024Q4: 32,389 shares; 2025Q1: 31,248 shares; 2025Q2: 29,588 shares; 2025Q3: 28,891 shares; 2025Q4: 28,638 shares; 2026Q1: 28,651 shares; 2026Q2: 28,362 shares 28,362 $7.71M 1.2% -289 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,268 shares; 2024Q4: 125,239 shares; 2025Q1: 122,055 shares; 2025Q2: 114,694 shares; 2025Q3: 106,237 shares; 2025Q4: 103,389 shares; 2026Q1: 101,949 shares; 2026Q2: 100,006 shares 100,006 $7.55M 1.17% -1,943 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: 7,381 shares; 2024Q4: 7,298 shares; 2025Q1: 7,650 shares; 2025Q2: 7,849 shares; 2025Q3: 7,962 shares; 2025Q4: 8,143 shares; 2026Q1: 8,042 shares; 2026Q2: 8,029 shares 8,029 $7.51M 1.17% -13 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: 22,013 shares; 2024Q4: 21,734 shares; 2025Q1: 21,403 shares; 2025Q2: 22,441 shares; 2025Q3: 22,431 shares; 2025Q4: 22,854 shares; 2026Q1: 23,231 shares; 2026Q2: 22,832 shares 22,832 $7.19M 1.12% -399 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: 30,908 shares; 2024Q4: 30,344 shares; 2025Q1: 28,895 shares; 2025Q2: 28,524 shares; 2025Q3: 27,194 shares; 2025Q4: 26,716 shares; 2026Q1: 27,044 shares; 2026Q2: 26,590 shares 26,590 $7.19M 1.12% -454 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,859 shares; 2024Q4: 338,780 shares; 2025Q1: 328,186 shares; 2025Q2: 267,366 shares; 2025Q3: 247,240 shares; 2025Q4: 236,506 shares; 2026Q1: 229,813 shares; 2026Q2: 226,934 shares 226,934 $7.06M 1.1% -2,879 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: 56,885 shares; 2024Q4: 56,053 shares; 2025Q1: 55,865 shares; 2025Q2: 53,768 shares; 2025Q3: 49,748 shares; 2025Q4: 51,879 shares; 2026Q1: 51,833 shares; 2026Q2: 51,513 shares 51,513 $6.97M 1.08% -320 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: 13,634 shares; 2024Q4: 13,593 shares; 2025Q1: 12,754 shares; 2025Q2: 12,812 shares; 2025Q3: 13,375 shares; 2025Q4: 13,588 shares; 2026Q1: 13,602 shares; 2026Q2: 13,673 shares 13,673 $6.84M 1.06% +71 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: 8,994 shares; 2024Q4: 8,994 shares; 2025Q1: 8,994 shares; 2025Q2: 8,994 shares; 2025Q3: 8,994 shares; 2025Q4: 8,994 shares; 2026Q1: 8,997 shares; 2026Q2: 8,997 shares 8,997 $6.63M 1.03% 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: 25,536 shares; 2024Q4: 24,823 shares; 2025Q1: 24,387 shares; 2025Q2: 20,657 shares; 2025Q3: 19,452 shares; 2025Q4: 18,031 shares; 2026Q1: 16,026 shares; 2026Q2: 14,951 shares 14,951 $6.21M 0.97% -1,075 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,061 shares; 2024Q4: 8,046 shares; 2025Q1: 7,448 shares; 2025Q2: 7,733 shares; 2025Q3: 7,877 shares; 2025Q4: 7,573 shares; 2026Q1: 7,836 shares; 2026Q2: 7,650 shares 7,650 $5.73M 0.89% -186 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: 18,633 shares; 2024Q4: 18,531 shares; 2025Q1: 18,434 shares; 2025Q2: 17,514 shares; 2025Q3: 16,588 shares; 2025Q4: 16,067 shares; 2026Q1: 16,062 shares; 2026Q2: 15,840 shares 15,840 $5.59M 0.87% -222 Timeline CMBS 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: 91,204 shares; 2025Q3: 95,357 shares; 2025Q4: 96,211 shares; 2026Q1: 95,881 shares; 2026Q2: 99,078 shares 99,078 $4.82M 0.75% +3,197 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: 17,667 shares; 2024Q4: 70,761 shares; 2025Q1: 79,080 shares; 2025Q2: 88,111 shares; 2025Q3: 111,746 shares; 2025Q4: 114,888 shares; 2026Q1: 126,587 shares; 2026Q2: 131,302 shares 131,302 $4.44M 0.69% +4,715 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: 18,934 shares; 2024Q4: 18,623 shares; 2025Q1: 18,021 shares; 2025Q2: 17,375 shares; 2025Q3: 16,258 shares; 2025Q4: 15,364 shares; 2026Q1: 14,963 shares; 2026Q2: 14,975 shares 14,975 $4.05M 0.63% +12 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: 8,356 shares; 2024Q4: 8,302 shares; 2025Q1: 8,291 shares; 2025Q2: 8,179 shares; 2025Q3: 8,217 shares; 2025Q4: 8,042 shares; 2026Q1: 8,034 shares; 2026Q2: 7,855 shares 7,855 $4.03M 0.63% -179 Timeline PPA 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: 7,271 shares; 2024Q4: 8,498 shares; 2025Q1: 9,667 shares; 2025Q2: 10,588 shares; 2025Q3: 19,118 shares; 2025Q4: 21,126 shares; 2026Q1: 20,987 shares; 2026Q2: 21,911 shares 21,911 $3.87M 0.6% +924 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,855 shares; 2024Q4: 94,118 shares; 2025Q1: 94,178 shares; 2025Q2: 92,579 shares; 2025Q3: 68,211 shares; 2025Q4: 65,966 shares; 2026Q1: 65,530 shares; 2026Q2: 69,201 shares 69,201 $3.5M 0.54% +3,671 Timeline ILTB 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: 50,473 shares; 2025Q3: 54,046 shares; 2025Q4: 59,303 shares; 2026Q1: 65,719 shares; 2026Q2: 68,757 shares 68,757 $3.39M 0.53% +3,038 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,537 shares; 2024Q4: 10,134 shares; 2025Q1: 10,599 shares; 2025Q2: 14,208 shares; 2025Q3: 29,548 shares; 2025Q4: 31,475 shares; 2026Q1: 32,025 shares; 2026Q2: 32,590 shares 32,590 $3.35M 0.52% +565 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,291 shares; 2024Q4: 28,608 shares; 2025Q1: 27,470 shares; 2025Q2: 27,110 shares; 2025Q3: 27,023 shares; 2025Q4: 27,096 shares; 2026Q1: 26,438 shares; 2026Q2: 26,865 shares 26,865 $3.31M 0.51% +427 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: 16,589 shares; 2024Q4: 16,132 shares; 2025Q1: 15,895 shares; 2025Q2: 15,659 shares; 2025Q3: 12,969 shares; 2025Q4: 12,803 shares; 2026Q1: 12,781 shares; 2026Q2: 12,493 shares 12,493 $3.17M 0.49% -288 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,248 shares; 2025Q2: 31,598 shares; 2025Q3: 47,095 shares; 2025Q4: 57,219 shares; 2026Q1: 60,969 shares; 2026Q2: 72,080 shares 72,080 $2.89M 0.45% +11,111 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,470 shares; 2024Q4: 66,986 shares; 2025Q1: 64,765 shares; 2025Q2: 64,445 shares; 2025Q3: 58,291 shares; 2025Q4: 58,413 shares; 2026Q1: 56,007 shares; 2026Q2: 53,817 shares 53,817 $2.67M 0.41% -2,190 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,595 shares; 2025Q3: 32,981 shares; 2025Q4: 31,710 shares; 2026Q1: 33,677 shares; 2026Q2: 34,218 shares 34,218 $2.64M 0.41% +541 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: 7,323 shares; 2024Q4: 7,373 shares; 2025Q1: 7,323 shares; 2025Q2: 7,323 shares; 2025Q3: 7,288 shares; 2025Q4: 7,128 shares; 2026Q1: 7,098 shares; 2026Q2: 7,073 shares 7,073 $2.53M 0.39% -25 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: 4,090 shares; 2024Q4: 8,238 shares; 2025Q1: 8,330 shares; 2025Q2: 8,101 shares; 2025Q3: 7,487 shares; 2025Q4: 7,347 shares; 2026Q1: 7,303 shares; 2026Q2: 7,273 shares 7,273 $2.48M 0.39% -30 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: 37,732 shares; 2024Q4: 35,466 shares; 2025Q1: 33,544 shares; 2025Q2: 33,402 shares; 2025Q3: 33,471 shares; 2025Q4: 33,416 shares; 2026Q1: 31,322 shares; 2026Q2: 26,938 shares 26,938 $2.44M 0.38% -4,384 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: 10,761 shares 10,761 $2.41M 0.37% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,761 shares 10,761 $2.38M 0.37% new Timeline FDVV 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: 19,522 shares; 2024Q4: 20,134 shares; 2025Q1: 22,832 shares; 2025Q2: 30,867 shares; 2025Q3: 35,818 shares; 2025Q4: 35,064 shares; 2026Q1: 39,056 shares; 2026Q2: 39,385 shares 39,385 $2.37M 0.37% +329 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: 26,670 shares; 2024Q4: 26,735 shares; 2025Q1: 26,735 shares; 2025Q2: 22,831 shares; 2025Q3: 20,557 shares; 2025Q4: 17,792 shares; 2026Q1: 17,692 shares; 2026Q2: 17,392 shares 17,392 $2.23M 0.35% -300 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: 18,559 shares; 2024Q4: 18,177 shares; 2025Q1: 17,877 shares; 2025Q2: 17,814 shares; 2025Q3: 15,928 shares; 2025Q4: 15,452 shares; 2026Q1: 15,452 shares; 2026Q2: 15,462 shares 15,462 $2.11M 0.33% +10 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: 8,797 shares; 2024Q4: 8,471 shares; 2025Q1: 8,276 shares; 2025Q2: 6,000 shares; 2025Q3: 5,128 shares; 2025Q4: 4,923 shares; 2026Q1: 4,787 shares; 2026Q2: 4,763 shares 4,763 $2M 0.31% -24 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,777 shares; 2024Q4: 14,777 shares; 2025Q1: 13,589 shares; 2025Q2: 13,175 shares; 2025Q3: 13,059 shares; 2025Q4: 12,107 shares; 2026Q1: 12,164 shares; 2026Q2: 11,799 shares 11,799 $1.93M 0.3% -365 Timeline PHYL 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: 35,963 shares; 2025Q3: 38,867 shares; 2025Q4: 40,594 shares; 2026Q1: 50,465 shares; 2026Q2: 51,931 shares 51,931 $1.81M 0.28% +1,466 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: 9,419 shares; 2024Q4: 9,314 shares; 2025Q1: 9,270 shares; 2025Q2: 9,097 shares; 2025Q3: 8,127 shares; 2025Q4: 7,839 shares; 2026Q1: 7,924 shares; 2026Q2: 7,880 shares 7,880 $1.76M 0.27% -44 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: 5,226 shares; 2024Q4: 5,123 shares; 2025Q1: 4,723 shares; 2025Q2: 4,723 shares; 2025Q3: 4,723 shares; 2025Q4: 8,962 shares; 2026Q1: 8,962 shares; 2026Q2: 8,962 shares 8,962 $1.71M 0.27% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,765 shares; 2024Q4: 58,614 shares; 2025Q1: 46,170 shares; 2025Q2: 44,384 shares; 2025Q3: 33,118 shares; 2025Q4: 29,772 shares; 2026Q1: 30,392 shares; 2026Q2: 32,273 shares 32,273 $1.69M 0.26% +1,881 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,094 shares; 2024Q4: 27,395 shares; 2025Q1: 29,298 shares; 2025Q2: 29,217 shares; 2025Q3: 34,457 shares; 2025Q4: 36,955 shares; 2026Q1: 52,689 shares; 2026Q2: 59,622 shares 59,622 $1.63M 0.25% +6,933 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: 6,400 shares; 2024Q4: 6,279 shares; 2025Q1: 6,279 shares; 2025Q2: 6,565 shares; 2025Q3: 6,496 shares; 2025Q4: 6,247 shares; 2026Q1: 6,447 shares; 2026Q2: 6,370 shares 6,370 $1.57M 0.24% -77 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,824 shares; 2024Q4: 61,512 shares; 2025Q1: 49,838 shares; 2025Q2: 51,072 shares; 2025Q3: 52,381 shares; 2025Q4: 60,935 shares; 2026Q1: 62,030 shares; 2026Q2: 67,452 shares 67,452 $1.56M 0.24% +5,422 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: 3,612 shares; 2024Q4: 3,620 shares; 2025Q1: 3,337 shares; 2025Q2: 3,318 shares; 2025Q3: 2,852 shares; 2025Q4: 2,717 shares; 2026Q1: 2,717 shares; 2026Q2: 2,952 shares 2,952 $1.5M 0.23% +235 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: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,850 shares; 2025Q3: 3,839 shares; 2025Q4: 3,834 shares; 2026Q1: 3,824 shares; 2026Q2: 3,774 shares 3,774 $1.39M 0.22% -50 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,047 shares; 2026Q2: 53,221 shares 53,221 $1.38M 0.21% +13,174 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,679 shares; 2025Q2: 13,335 shares; 2025Q3: 14,173 shares; 2025Q4: 14,624 shares; 2026Q1: 17,229 shares; 2026Q2: 17,062 shares 17,062 $1.33M 0.21% -167 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: 7,844 shares; 2024Q4: 7,464 shares; 2025Q1: 6,996 shares; 2025Q2: 7,675 shares; 2025Q3: 7,673 shares; 2025Q4: 7,673 shares; 2026Q1: 7,673 shares; 2026Q2: 7,648 shares 7,648 $1.27M 0.2% -25 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 28,841 shares; 2026Q1: 30,669 shares; 2026Q2: 32,854 shares 32,854 $1.2M 0.19% +2,185 Timeline JPSE 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: 21,965 shares; 2024Q4: 22,435 shares; 2025Q1: 22,798 shares; 2025Q2: 23,697 shares; 2025Q3: 23,051 shares; 2025Q4: 22,678 shares; 2026Q1: 20,907 shares; 2026Q2: 18,980 shares 18,980 $1.14M 0.18% -1,927 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,017 shares; 2025Q4: 6,017 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $1.13M 0.18% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,560 shares; 2024Q4: 12,695 shares; 2025Q1: 12,697 shares; 2025Q2: 16,058 shares; 2025Q3: 16,058 shares; 2025Q4: 16,245 shares; 2026Q1: 15,247 shares; 2026Q2: 15,074 shares 15,074 $1.11M 0.17% -173 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 2,965 shares; 2025Q4: 3,053 shares; 2026Q1: 3,138 shares; 2026Q2: 3,178 shares 3,178 $1.06M 0.17% +40 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: 18,221 shares; 2024Q4: 18,116 shares; 2025Q1: 17,714 shares; 2025Q2: 14,956 shares; 2025Q3: 10,610 shares; 2025Q4: 9,355 shares; 2026Q1: 4,563 shares; 2026Q2: 4,496 shares 4,496 $1.06M 0.17% -67 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,634 shares; 2025Q1: 5,552 shares; 2025Q2: 17,744 shares; 2025Q3: 29,385 shares; 2025Q4: 22,739 shares; 2026Q1: 19,441 shares; 2026Q2: 16,595 shares 16,595 $1.03M 0.16% -2,846 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,230 shares; 2024Q4: 13,230 shares; 2025Q1: 13,182 shares; 2025Q2: 13,182 shares; 2025Q3: 9,748 shares; 2025Q4: 8,748 shares; 2026Q1: 8,748 shares; 2026Q2: 8,748 shares 8,748 $1.02M 0.16% 0 Timeline JMTG 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: 25,271 shares; 2025Q3: 23,778 shares; 2025Q4: 20,255 shares; 2026Q1: 20,256 shares; 2026Q2: 19,874 shares 19,874 $1.01M 0.16% -382 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,201 shares; 2025Q2: 7,326 shares; 2025Q3: 6,326 shares; 2025Q4: 6,326 shares; 2026Q1: 6,327 shares; 2026Q2: 6,277 shares 6,277 $1M 0.16% -50 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: 2,876 shares; 2024Q4: 2,793 shares; 2025Q1: 2,736 shares; 2025Q2: 2,602 shares; 2025Q3: 2,653 shares; 2025Q4: 2,653 shares; 2026Q1: 2,653 shares; 2026Q2: 2,704 shares 2,704 $979K 0.15% +51 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,872 shares; 2024Q4: 6,217 shares; 2025Q1: 5,567 shares; 2025Q2: 8,175 shares; 2025Q3: 8,828 shares; 2025Q4: 16,961 shares; 2026Q1: 20,262 shares; 2026Q2: 21,947 shares 21,947 $950K 0.15% +1,685 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,249 shares; 2024Q4: 17,381 shares; 2025Q1: 17,760 shares; 2025Q2: 21,786 shares; 2025Q3: 19,808 shares; 2025Q4: 20,496 shares; 2026Q1: 26,300 shares; 2026Q2: 23,595 shares 23,595 $947K 0.15% -2,705 Timeline PRN 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: 2,030 shares; 2025Q1: 2,667 shares; 2025Q2: 3,084 shares; 2025Q3: 3,282 shares; 2025Q4: 3,509 shares; 2026Q1: 3,454 shares; 2026Q2: 3,544 shares 3,544 $924K 0.14% +90 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,154 shares; 2024Q4: 7,103 shares; 2025Q1: 6,337 shares; 2025Q2: 6,337 shares; 2025Q3: 6,467 shares; 2025Q4: 6,437 shares; 2026Q1: 7,463 shares; 2026Q2: 7,263 shares 7,263 $919K 0.14% -200 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,920 shares; 2024Q4: 6,901 shares; 2025Q1: 6,886 shares; 2025Q2: 6,714 shares; 2025Q3: 6,552 shares; 2025Q4: 5,546 shares; 2026Q1: 6,173 shares; 2026Q2: 5,415 shares 5,415 $886K 0.14% -758 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,171 shares; 2024Q4: 18,909 shares; 2025Q1: 20,453 shares; 2025Q2: 18,720 shares; 2025Q3: 18,378 shares; 2025Q4: 19,395 shares; 2026Q1: 17,018 shares; 2026Q2: 15,104 shares 15,104 $880K 0.14% -1,914 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: 11,959 shares; 2024Q4: 32,053 shares; 2025Q1: 28,215 shares; 2025Q2: 28,259 shares; 2025Q3: 26,689 shares; 2025Q4: 25,839 shares; 2026Q1: 25,251 shares; 2026Q2: 26,666 shares 26,666 $846K 0.13% +1,415 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,398 shares; 2024Q4: 3,372 shares; 2025Q1: 3,372 shares; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 3,447 shares; 2026Q1: 3,405 shares; 2026Q2: 3,405 shares 3,405 $810K 0.13% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,752 shares; 2024Q4: 6,658 shares; 2025Q1: 6,769 shares; 2025Q2: 6,653 shares; 2025Q3: 6,731 shares; 2025Q4: 6,864 shares; 2026Q1: 7,060 shares; 2026Q2: 6,836 shares 6,836 $804K 0.13% -224 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,460 shares; 2025Q3: 3,446 shares; 2025Q4: 4,203 shares; 2026Q1: 10,876 shares; 2026Q2: 10,922 shares 10,922 $797K 0.12% +46 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,632 shares; 2024Q4: 3,628 shares; 2025Q1: 3,627 shares; 2025Q2: 3,383 shares; 2025Q3: 3,366 shares; 2025Q4: 3,247 shares; 2026Q1: 3,231 shares; 2026Q2: 3,254 shares 3,254 $789K 0.12% +23 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,685 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,100 shares; 2026Q1: 9,605 shares; 2026Q2: 8,900 shares 8,900 $744K 0.12% -705 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,995 shares; 2026Q2: 27,031 shares 27,031 $743K 0.12% +12,036 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 1,988 shares; 2025Q1: 1,870 shares; 2025Q2: 1,800 shares; 2025Q3: 1,825 shares; 2025Q4: 1,802 shares; 2026Q1: 1,952 shares; 2026Q2: 1,975 shares 1,975 $741K 0.12% +23 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,853 shares; 2025Q2: 10,877 shares; 2025Q3: 10,902 shares; 2025Q4: 9,924 shares; 2026Q1: 26,462 shares; 2026Q2: 32,381 shares 32,381 $741K 0.12% +5,919 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $739K 0.11% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,916 shares; 2024Q4: 5,857 shares; 2025Q1: 6,661 shares; 2025Q2: 7,895 shares; 2025Q3: 9,256 shares; 2025Q4: 9,362 shares; 2026Q1: 8,212 shares; 2026Q2: 9,475 shares 9,475 $715K 0.11% +1,263 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: 6,049 shares; 2024Q4: 5,944 shares; 2025Q1: 6,115 shares; 2025Q2: 6,277 shares; 2025Q3: 6,271 shares; 2025Q4: 6,271 shares; 2026Q1: 6,272 shares; 2026Q2: 6,272 shares 6,272 $710K 0.11% 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: 1,870 shares; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,973 shares; 2025Q3: 2,170 shares; 2025Q4: 2,236 shares; 2026Q1: 2,458 shares; 2026Q2: 2,508 shares 2,508 $705K 0.11% +50 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: 12,009 shares; 2024Q4: 12,009 shares; 2025Q1: 12,009 shares; 2025Q2: 12,569 shares; 2025Q3: 13,510 shares; 2025Q4: 14,082 shares; 2026Q1: 16,182 shares; 2026Q2: 16,381 shares 16,381 $694K 0.11% +199 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,806 shares; 2024Q4: 13,369 shares; 2025Q1: 13,176 shares; 2025Q2: 12,988 shares; 2025Q3: 13,711 shares; 2025Q4: 14,647 shares; 2026Q1: 13,437 shares; 2026Q2: 14,914 shares 14,914 $688K 0.11% +1,477 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: 5,681 shares; 2024Q4: 6,401 shares; 2025Q1: 6,100 shares; 2025Q2: 9,298 shares; 2025Q3: 9,298 shares; 2025Q4: 12,997 shares; 2026Q1: 12,797 shares; 2026Q2: 12,797 shares 12,797 $686K 0.11% 0 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,493 shares; 2024Q4: 4,493 shares; 2025Q1: 4,493 shares; 2025Q2: 4,493 shares; 2025Q3: 4,493 shares; 2025Q4: 4,493 shares; 2026Q1: 4,493 shares; 2026Q2: 4,225 shares 4,225 $674K 0.1% -268 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,760 shares; 2024Q4: 17,760 shares; 2025Q1: 17,760 shares; 2025Q2: 17,760 shares; 2025Q3: 17,760 shares; 2025Q4: 17,760 shares; 2026Q1: 17,760 shares; 2026Q2: 17,760 shares 17,760 $653K 0.1% 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: 1,605 shares; 2024Q4: 1,605 shares; 2025Q1: 1,570 shares; 2025Q2: 1,960 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares; 2026Q2: 1,960 shares 1,960 $647K 0.1% -18 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: 3,696 shares; 2024Q4: 3,696 shares; 2025Q1: 3,696 shares; 2025Q2: 3,696 shares; 2025Q3: 4,496 shares; 2025Q4: 4,494 shares; 2026Q1: 4,494 shares; 2026Q2: 4,494 shares 4,494 $643K 0.1% 0 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: 590 shares; 2024Q4: 591 shares; 2025Q1: 698 shares; 2025Q2: 730 shares; 2025Q3: 738 shares; 2025Q4: 767 shares; 2026Q1: 1,058 shares; 2026Q2: 1,100 shares 1,100 $620K 0.1% +42 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,828 shares; 2024Q4: 5,173 shares; 2025Q1: 5,134 shares; 2025Q2: 5,150 shares; 2025Q3: 5,176 shares; 2025Q4: 5,592 shares; 2026Q1: 5,821 shares; 2026Q2: 6,400 shares 6,400 $617K 0.1% +579 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: 890 shares; 2024Q4: 820 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $614K 0.1% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 232 shares; 2025Q1: 261 shares; 2025Q2: 297 shares; 2025Q3: 380 shares; 2025Q4: 402 shares; 2026Q1: 430 shares; 2026Q2: 459 shares 459 $612K 0.1% +29 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: 1,493 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,472 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares; 2026Q1: 1,694 shares; 2026Q2: 1,708 shares 1,708 $605K 0.09% +14 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,574 shares; 2024Q4: 2,567 shares; 2025Q1: 2,567 shares; 2025Q2: 2,328 shares; 2025Q3: 2,272 shares; 2025Q4: 3,163 shares; 2026Q1: 3,031 shares; 2026Q2: 3,031 shares 3,031 $605K 0.09% 0 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,513 shares; 2025Q3: 8,091 shares; 2025Q4: 11,477 shares; 2026Q1: 11,077 shares; 2026Q2: 16,240 shares 16,240 $597K 0.09% +5,163 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: 5,973 shares; 2024Q4: 5,793 shares; 2025Q1: 5,786 shares; 2025Q2: 6,463 shares; 2025Q3: 6,532 shares; 2025Q4: 6,597 shares; 2026Q1: 6,997 shares; 2026Q2: 7,692 shares 7,692 $594K 0.09% +695 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 208 shares; 2025Q4: 215 shares; 2026Q1: 208 shares; 2026Q2: 342 shares 342 $581K 0.09% +134 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,870 shares; 2024Q4: 6,368 shares; 2025Q1: 6,336 shares; 2025Q2: 6,051 shares; 2025Q3: 5,996 shares; 2025Q4: 5,939 shares; 2026Q1: 5,811 shares; 2026Q2: 5,787 shares 5,787 $576K 0.09% -24 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,577 shares; 2024Q4: 65,566 shares; 2025Q1: 57,753 shares; 2025Q2: 11,717 shares; 2025Q3: 10,844 shares; 2025Q4: 10,434 shares; 2026Q1: 9,346 shares; 2026Q2: 9,145 shares 9,145 $569K 0.09% -201 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: 1,587 shares; 2026Q2: 1,587 shares 1,587 $563K 0.09% 0 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: 9,822 shares; 2024Q4: 10,063 shares; 2025Q1: 9,513 shares; 2025Q2: 12,494 shares; 2025Q3: 10,779 shares; 2025Q4: 10,779 shares; 2026Q1: 11,116 shares; 2026Q2: 11,116 shares 11,116 $562K 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,317 shares; 2025Q4: 1,317 shares; 2026Q1: 1,317 shares; 2026Q2: 1,317 shares 1,317 $562K 0.09% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 865 shares; 2026Q2: 885 shares 885 $561K 0.09% +20 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,087 shares; 2024Q4: 6,695 shares; 2025Q1: 6,643 shares; 2025Q2: 4,570 shares; 2025Q3: 4,688 shares; 2025Q4: 4,586 shares; 2026Q1: 4,174 shares; 2026Q2: 4,171 shares 4,171 $552K 0.09% -3 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,925 shares; 2024Q4: 8,925 shares; 2025Q1: 8,925 shares; 2025Q2: 8,925 shares; 2025Q3: 8,925 shares; 2025Q4: 8,925 shares; 2026Q1: 8,925 shares; 2026Q2: 8,925 shares 8,925 $545K 0.08% 0 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S 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: 4,758 shares; 2026Q2: 5,835 shares 5,835 $543K 0.08% +1,077 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: 7,661 shares; 2024Q4: 7,663 shares; 2025Q1: 7,549 shares; 2025Q2: 7,549 shares; 2025Q3: 7,549 shares; 2025Q4: 7,549 shares; 2026Q1: 7,449 shares; 2026Q2: 7,449 shares 7,449 $536K 0.08% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,021 shares; 2024Q4: 1,891 shares; 2025Q1: 1,932 shares; 2025Q2: 2,082 shares; 2025Q3: 2,068 shares; 2025Q4: 2,053 shares; 2026Q1: 1,997 shares; 2026Q2: 1,066 shares 1,066 $530K 0.08% -931 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,551 shares; 2024Q4: 18,837 shares; 2025Q1: 17,480 shares; 2025Q2: 17,504 shares; 2025Q3: 17,528 shares; 2025Q4: 17,042 shares; 2026Q1: 24,058 shares; 2026Q2: 24,081 shares 24,081 $521K 0.08% +23 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: 860 shares 860 $500K 0.08% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,260 shares; 2024Q4: 5,183 shares; 2025Q1: 10,598 shares; 2025Q2: 14,170 shares; 2025Q3: 12,965 shares; 2025Q4: 11,953 shares; 2026Q1: 9,928 shares; 2026Q2: 9,603 shares 9,603 $490K 0.08% -325 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: 2,239 shares; 2024Q4: 2,202 shares; 2025Q1: 2,189 shares; 2025Q2: 2,203 shares; 2025Q3: 2,203 shares; 2025Q4: 2,153 shares; 2026Q1: 2,026 shares; 2026Q2: 2,016 shares 2,016 $488K 0.08% -10 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,768 shares; 2025Q2: 3,224 shares; 2025Q3: 3,633 shares; 2025Q4: 8,852 shares; 2026Q1: 9,790 shares; 2026Q2: 10,750 shares 10,750 $487K 0.08% +960 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,245 shares; 2024Q4: 10,967 shares; 2025Q1: 12,109 shares; 2025Q2: 12,971 shares; 2025Q3: 12,945 shares; 2025Q4: 12,548 shares; 2026Q1: 11,711 shares; 2026Q2: 11,677 shares 11,677 $467K 0.07% -34 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: 7,863 shares; 2024Q4: 7,649 shares; 2025Q1: 7,647 shares; 2025Q2: 5,174 shares; 2025Q3: 5,174 shares; 2025Q4: 8,798 shares; 2026Q1: 8,798 shares; 2026Q2: 8,798 shares 8,798 $467K 0.07% 0 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: 9,807 shares; 2024Q4: 9,369 shares; 2025Q1: 8,542 shares; 2025Q2: 4,386 shares; 2025Q3: 1,248 shares; 2025Q4: 1,092 shares; 2026Q1: 939 shares; 2026Q2: 927 shares 927 $465K 0.07% -12 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: 2,266 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,296 shares; 2025Q3: 2,291 shares; 2025Q4: 2,423 shares; 2026Q1: 2,423 shares; 2026Q2: 2,448 shares 2,448 $465K 0.07% +25 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,805 shares; 2024Q4: 11,986 shares; 2025Q1: 13,558 shares; 2025Q2: 13,558 shares; 2025Q3: 13,558 shares; 2025Q4: 14,626 shares; 2026Q1: 19,725 shares; 2026Q2: 19,941 shares 19,941 $462K 0.07% +216 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,495 shares; 2024Q4: 14,693 shares; 2025Q1: 12,449 shares; 2025Q2: 12,449 shares; 2025Q3: 12,449 shares; 2025Q4: 13,431 shares; 2026Q1: 18,132 shares; 2026Q2: 18,132 shares 18,132 $458K 0.07% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,773 shares; 2024Q4: 25,178 shares; 2025Q1: 28,132 shares; 2025Q2: 20,942 shares; 2025Q3: 20,809 shares; 2025Q4: 19,606 shares; 2026Q1: 16,280 shares; 2026Q2: 17,214 shares 17,214 $457K 0.07% +934 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,370 shares; 2024Q4: 7,370 shares; 2025Q1: 4,744 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,500 shares 5,500 $455K 0.07% +100 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,307 shares 2,307 $449K 0.07% new 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: 2,938 shares; 2024Q4: 2,939 shares; 2025Q1: 2,892 shares; 2025Q2: 2,867 shares; 2025Q3: 2,868 shares; 2025Q4: 2,416 shares; 2026Q1: 2,416 shares; 2026Q2: 2,445 shares 2,445 $442K 0.07% +29 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 455 shares; 2025Q2: 1,397 shares; 2025Q3: 1,504 shares; 2025Q4: 1,478 shares; 2026Q1: 1,462 shares; 2026Q2: 1,111 shares 1,111 $442K 0.07% -351 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,242 shares; 2024Q4: 20,489 shares; 2025Q1: 20,521 shares; 2025Q2: 20,673 shares; 2025Q3: 20,660 shares; 2025Q4: 17,203 shares; 2026Q1: 17,240 shares; 2026Q2: 17,591 shares 17,591 $440K 0.07% +351 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,597 shares; 2025Q2: 9,175 shares; 2025Q3: 9,895 shares; 2025Q4: 14,350 shares; 2026Q1: 12,549 shares; 2026Q2: 12,549 shares 12,549 $433K 0.07% 0 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,250 shares; 2024Q4: 10,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares; 2026Q1: 10,250 shares; 2026Q2: 10,250 shares 10,250 $430K 0.07% 0 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: 1,404 shares 1,404 $425K 0.07% 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: 16,239 shares; 2024Q4: 16,239 shares; 2025Q1: 16,239 shares; 2025Q2: 16,239 shares; 2025Q3: 16,760 shares; 2025Q4: 17,380 shares; 2026Q1: 17,380 shares; 2026Q2: 17,380 shares 17,380 $421K 0.07% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT 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: 9,490 shares; 2025Q4: 11,486 shares; 2026Q1: 11,486 shares; 2026Q2: 11,912 shares 11,912 $412K 0.06% +426 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,457 shares; 2024Q4: 4,445 shares; 2025Q1: 4,671 shares; 2025Q2: 9,055 shares; 2025Q3: 9,490 shares; 2025Q4: 9,490 shares; 2026Q1: 8,077 shares; 2026Q2: 8,077 shares 8,077 $409K 0.06% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,936 shares; 2024Q4: 6,293 shares; 2025Q1: 6,211 shares; 2025Q2: 5,526 shares; 2025Q3: 5,191 shares; 2025Q4: 4,855 shares; 2026Q1: 3,538 shares; 2026Q2: 2,592 shares 2,592 $406K 0.06% -946 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: 466 shares; 2026Q2: 371 shares 371 $395K 0.06% -95 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: 899 shares; 2024Q4: 899 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 658 shares; 2026Q2: 575 shares 575 $395K 0.06% -83 Timeline ESGD 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: 3,830 shares 3,830 $394K 0.06% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,801 shares; 2024Q4: 4,801 shares; 2025Q1: 4,801 shares; 2025Q2: 4,801 shares; 2025Q3: 4,801 shares; 2025Q4: 4,375 shares; 2026Q1: 4,375 shares; 2026Q2: 4,000 shares 4,000 $388K 0.06% -375 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 2,354 shares; 2026Q1: 2,614 shares; 2026Q2: 2,629 shares 2,629 $385K 0.06% +15 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO 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: 5,926 shares; 2026Q2: 7,734 shares 7,734 $382K 0.06% +1,808 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,143 shares; 2024Q4: 25,192 shares; 2025Q1: 21,742 shares; 2025Q2: 13,483 shares; 2025Q3: 12,555 shares; 2025Q4: 12,555 shares; 2026Q1: 12,555 shares; 2026Q2: 12,487 shares 12,487 $381K 0.06% -68 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: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,237 shares; 2025Q3: 1,511 shares; 2025Q4: 1,509 shares; 2026Q1: 1,486 shares; 2026Q2: 1,606 shares 1,606 $379K 0.06% +120 Timeline EUSB 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: 4,992 shares; 2025Q3: 5,067 shares; 2025Q4: 8,117 shares; 2026Q1: 8,117 shares; 2026Q2: 8,713 shares 8,713 $379K 0.06% +596 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,362 shares; 2026Q2: 10,272 shares 10,272 $373K 0.06% -90 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: 5,466 shares; 2024Q4: 5,466 shares; 2025Q1: 5,064 shares; 2025Q2: 5,064 shares; 2025Q3: 5,064 shares; 2025Q4: 5,168 shares; 2026Q1: 5,068 shares; 2026Q2: 5,068 shares 5,068 $361K 0.06% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $360K 0.06% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,702 shares; 2025Q4: not reported; 2026Q1: 3,979 shares; 2026Q2: 3,966 shares 3,966 $357K 0.06% -13 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: 14,329 shares; 2024Q4: 14,339 shares; 2025Q1: 14,178 shares; 2025Q2: 14,184 shares; 2025Q3: 14,574 shares; 2025Q4: 14,566 shares; 2026Q1: 14,567 shares; 2026Q2: 14,568 shares 14,568 $353K 0.05% +1 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,001 shares; 2026Q2: 7,001 shares 7,001 $353K 0.05% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 1,121 shares; 2025Q1: 1,006 shares; 2025Q2: not reported; 2025Q3: 641 shares; 2025Q4: 645 shares; 2026Q1: 627 shares; 2026Q2: 530 shares 530 $348K 0.05% -97 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,564 shares; 2024Q4: 4,564 shares; 2025Q1: 4,814 shares; 2025Q2: 5,084 shares; 2025Q3: 5,482 shares; 2025Q4: 5,480 shares; 2026Q1: 5,084 shares; 2026Q2: 5,084 shares 5,084 $347K 0.05% 0 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,626 shares; 2025Q4: 5,888 shares; 2026Q1: 6,770 shares; 2026Q2: 7,058 shares 7,058 $341K 0.05% +288 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,708 shares; 2025Q3: 7,055 shares; 2025Q4: 7,267 shares; 2026Q1: 7,669 shares; 2026Q2: 7,736 shares 7,736 $324K 0.05% +67 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,269 shares; 2024Q4: 9,576 shares; 2025Q1: 9,121 shares; 2025Q2: 4,691 shares; 2025Q3: 2,799 shares; 2025Q4: 3,200 shares; 2026Q1: 2,996 shares; 2026Q2: 2,996 shares 2,996 $322K 0.05% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,562 shares; 2024Q4: 10,562 shares; 2025Q1: 12,811 shares; 2025Q2: 12,811 shares; 2025Q3: 13,361 shares; 2025Q4: 14,720 shares; 2026Q1: 14,720 shares; 2026Q2: 14,720 shares 14,720 $321K 0.05% 0 Timeline IBMS 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: 11,974 shares; 2026Q2: 12,360 shares 12,360 $320K 0.05% +386 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 1,775 shares; 2025Q4: 1,773 shares; 2026Q1: 1,773 shares; 2026Q2: 1,773 shares 1,773 $313K 0.05% 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: 5,223 shares; 2024Q4: 3,328 shares; 2025Q1: 3,196 shares; 2025Q2: 3,206 shares; 2025Q3: 3,196 shares; 2025Q4: 3,796 shares; 2026Q1: 3,796 shares; 2026Q2: 3,796 shares 3,796 $309K 0.05% 0 Timeline FUTY 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: 12,767 shares; 2024Q4: 12,627 shares; 2025Q1: 6,203 shares; 2025Q2: 6,077 shares; 2025Q3: 4,505 shares; 2025Q4: 4,590 shares; 2026Q1: 4,863 shares; 2026Q2: 5,214 shares 5,214 $305K 0.05% +351 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,897 shares; 2024Q4: 7,021 shares; 2025Q1: 5,242 shares; 2025Q2: 3,850 shares; 2025Q3: 3,493 shares; 2025Q4: 3,284 shares; 2026Q1: 2,862 shares; 2026Q2: 1,903 shares 1,903 $302K 0.05% -959 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,058 shares; 2025Q3: 13,081 shares; 2025Q4: 11,178 shares; 2026Q1: 14,324 shares; 2026Q2: 13,452 shares 13,452 $298K 0.05% -872 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,872 shares; 2024Q4: 21,766 shares; 2025Q1: 11,957 shares; 2025Q2: 6,490 shares; 2025Q3: 5,928 shares; 2025Q4: 5,712 shares; 2026Q1: 5,712 shares; 2026Q2: 4,055 shares 4,055 $295K 0.05% -1,657 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: not reported; 2026Q1: 2,360 shares; 2026Q2: 2,326 shares 2,326 $294K 0.05% -34 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,044 shares; 2026Q1: 4,122 shares; 2026Q2: 4,213 shares 4,213 $293K 0.05% +91 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 700 shares; 2026Q2: 564 shares 564 $293K 0.05% -136 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,512 shares; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,212 shares; 2025Q4: 2,234 shares; 2026Q1: 2,234 shares; 2026Q2: 2,134 shares 2,134 $292K 0.05% -100 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,439 shares; 2024Q4: 13,439 shares; 2025Q1: 11,497 shares; 2025Q2: 12,787 shares; 2025Q3: 6,655 shares; 2025Q4: 5,852 shares; 2026Q1: 6,322 shares; 2026Q2: 6,206 shares 6,206 $291K 0.05% -116 Timeline HYXF 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: 6,041 shares; 2026Q1: 6,062 shares; 2026Q2: 6,146 shares 6,146 $287K 0.04% +84 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN 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: 3,600 shares; 2026Q2: 3,600 shares 3,600 $280K 0.04% 0 Timeline IBMT 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: 10,840 shares; 2026Q2: 10,840 shares 10,840 $280K 0.04% 0 Timeline IBMR 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: 10,940 shares; 2026Q2: 10,940 shares 10,940 $278K 0.04% 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: 3,214 shares; 2024Q4: 3,140 shares; 2025Q1: 2,980 shares; 2025Q2: 2,996 shares; 2025Q3: 2,996 shares; 2025Q4: 2,982 shares; 2026Q1: 2,879 shares; 2026Q2: 2,878 shares 2,878 $277K 0.04% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 925 shares 925 $276K 0.04% new 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: 1,224 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,484 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares; 2026Q1: not reported; 2026Q2: 1,487 shares 1,487 $275K 0.04% new 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: 632 shares; 2024Q4: 570 shares; 2025Q1: 520 shares; 2025Q2: 485 shares; 2025Q3: 460 shares; 2025Q4: 425 shares; 2026Q1: 363 shares; 2026Q2: 364 shares 364 $272K 0.04% +1 Timeline IBTK 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: 13,471 shares; 2026Q2: 13,471 shares 13,471 $263K 0.04% 0 Timeline USXF 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: 3,832 shares; 2026Q2: 3,784 shares 3,784 $263K 0.04% -48 Timeline IBMQ 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: 8,562 shares; 2025Q3: 8,562 shares; 2025Q4: 8,562 shares; 2026Q1: 10,112 shares; 2026Q2: 10,112 shares 10,112 $259K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,592 shares; 2024Q4: 3,592 shares; 2025Q1: 3,592 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares; 2026Q1: 2,474 shares; 2026Q2: 2,474 shares 2,474 $253K 0.04% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127 shares 127 $253K 0.04% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,454 shares; 2024Q4: 4,096 shares; 2025Q1: 5,675 shares; 2025Q2: 5,435 shares; 2025Q3: 5,471 shares; 2025Q4: 5,471 shares; 2026Q1: 3,158 shares; 2026Q2: 2,658 shares 2,658 $251K 0.04% -500 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,444 shares; 2026Q2: 1,444 shares 1,444 $251K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,191 shares 1,191 $247K 0.04% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,531 shares; 2025Q3: 10,551 shares; 2025Q4: not reported; 2026Q1: 10,893 shares; 2026Q2: 10,913 shares 10,913 $244K 0.04% +20 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,863 shares; 2026Q2: 4,587 shares 4,587 $241K 0.04% +724 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,277 shares; 2024Q4: 11,277 shares; 2025Q1: 11,277 shares; 2025Q2: 11,771 shares; 2025Q3: 10,171 shares; 2025Q4: 7,258 shares; 2026Q1: 7,258 shares; 2026Q2: 6,705 shares 6,705 $233K 0.04% -553 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,582 shares; 2024Q4: 4,583 shares; 2025Q1: 4,491 shares; 2025Q2: 4,091 shares; 2025Q3: 4,091 shares; 2025Q4: not reported; 2026Q1: 4,151 shares; 2026Q2: 3,959 shares 3,959 $229K 0.04% -192 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,928 shares; 2024Q4: 4,928 shares; 2025Q1: 4,928 shares; 2025Q2: 5,135 shares; 2025Q3: 5,135 shares; 2025Q4: 4,723 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $227K 0.04% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,702 shares; 2024Q4: 7,558 shares; 2025Q1: 6,913 shares; 2025Q2: 6,467 shares; 2025Q3: 6,414 shares; 2025Q4: 5,026 shares; 2026Q1: 4,286 shares; 2026Q2: 2,987 shares 2,987 $226K 0.04% -1,299 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 632 shares; 2026Q2: 610 shares 610 $226K 0.04% -22 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: 1,511 shares; 2024Q4: 1,504 shares; 2025Q1: 1,904 shares; 2025Q2: 1,624 shares; 2025Q3: 852 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 736 shares 736 $223K 0.03% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $216K 0.03% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 752 shares 752 $215K 0.03% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE 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: not reported; 2026Q2: 2,200 shares 2,200 $211K 0.03% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $211K 0.03% new 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: 7,450 shares; 2024Q4: 6,479 shares; 2025Q1: 4,679 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares; 2026Q2: 3,600 shares 3,600 $207K 0.03% -150 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,854 shares; 2024Q4: 10,854 shares; 2025Q1: 10,854 shares; 2025Q2: 10,854 shares; 2025Q3: 10,854 shares; 2025Q4: 10,854 shares; 2026Q1: 10,854 shares; 2026Q2: 10,854 shares 10,854 $100K 0.02% 0 Timeline