IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 654,104 shares; 2024Q4: 658,787 shares; 2025Q1: 641,467 shares; 2025Q2: 657,292 shares; 2025Q3: 655,738 shares; 2025Q4: 602,552 shares; 2026Q1: 586,856 shares; 2026Q2: 530,151 shares 530,151 $397M 19.35% -56,705 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: 1,833,188 shares; 2024Q4: 1,853,365 shares; 2025Q1: 1,844,462 shares; 2025Q2: 1,889,732 shares; 2025Q3: 1,903,335 shares; 2025Q4: 2,221,205 shares; 2026Q1: 2,257,633 shares; 2026Q2: 2,246,838 shares 2,246,838 $160M 7.8% -10,795 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: 2,037,653 shares; 2024Q4: 2,050,653 shares; 2025Q1: 1,996,043 shares; 2025Q2: 2,057,875 shares; 2025Q3: 2,053,286 shares; 2025Q4: 2,035,302 shares; 2026Q1: 1,958,083 shares; 2026Q2: 1,897,411 shares 1,897,411 $146M 7.13% -60,672 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 597,123 shares; 2024Q4: 594,870 shares; 2025Q1: 572,994 shares; 2025Q2: 590,817 shares; 2025Q3: 584,435 shares; 2025Q4: 576,056 shares; 2026Q1: 556,913 shares; 2026Q2: 538,823 shares 538,823 $79.9M 3.89% -18,090 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,146 shares; 2024Q4: 169,522 shares; 2025Q1: 176,488 shares; 2025Q2: 191,052 shares; 2025Q3: 190,801 shares; 2025Q4: 192,923 shares; 2026Q1: 188,615 shares; 2026Q2: 258,496 shares 258,496 $56.3M 2.75% +69,881 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665,058 shares; 2024Q4: 675,149 shares; 2025Q1: 678,747 shares; 2025Q2: 694,413 shares; 2025Q3: 699,076 shares; 2025Q4: 809,639 shares; 2026Q1: 822,212 shares; 2026Q2: 812,502 shares 812,502 $48.5M 2.36% -9,710 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,855 shares; 2026Q1: 116,839 shares; 2026Q2: 209,070 shares 209,070 $44.5M 2.17% +92,231 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,782 shares; 2024Q4: 374,427 shares; 2025Q1: 380,458 shares; 2025Q2: 387,831 shares; 2025Q3: 392,366 shares; 2025Q4: 400,463 shares; 2026Q1: 407,325 shares; 2026Q2: 416,939 shares 416,939 $42.6M 2.08% +9,614 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,688 shares; 2024Q4: 111,664 shares; 2025Q1: 106,440 shares; 2025Q2: 111,619 shares; 2025Q3: 109,677 shares; 2025Q4: 108,548 shares; 2026Q1: 105,534 shares; 2026Q2: 103,531 shares 103,531 $42.4M 2.07% -2,003 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468,186 shares; 2024Q4: 1,526,548 shares; 2025Q1: 1,524,312 shares; 2025Q2: 1,544,552 shares; 2025Q3: 1,583,785 shares; 2025Q4: 1,632,921 shares; 2026Q1: 1,659,855 shares; 2026Q2: 1,681,734 shares 1,681,734 $42.1M 2.05% +21,879 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076,249 shares; 2024Q4: 1,185,972 shares; 2025Q1: 1,274,909 shares; 2025Q2: 1,316,078 shares; 2025Q3: 1,380,127 shares; 2025Q4: 1,446,565 shares; 2026Q1: 1,511,640 shares; 2026Q2: 1,585,690 shares 1,585,690 $39.9M 1.95% +74,050 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368,027 shares; 2024Q4: 1,483,109 shares; 2025Q1: 1,574,129 shares; 2025Q2: 1,619,642 shares; 2025Q3: 1,690,613 shares; 2025Q4: 1,753,685 shares; 2026Q1: 1,816,012 shares; 2026Q2: 1,899,841 shares 1,899,841 $39.6M 1.93% +83,829 Timeline IBDY 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: 330,664 shares; 2025Q1: 866,769 shares; 2025Q2: 1,017,190 shares; 2025Q3: 1,167,169 shares; 2025Q4: 1,286,574 shares; 2026Q1: 1,385,129 shares; 2026Q2: 1,478,526 shares 1,478,526 $38.1M 1.86% +93,397 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: 1,364,367 shares; 2024Q4: 1,460,180 shares; 2025Q1: 1,524,830 shares; 2025Q2: 1,565,293 shares; 2025Q3: 1,633,897 shares; 2025Q4: 1,624,318 shares; 2026Q1: 1,643,783 shares; 2026Q2: 1,661,062 shares 1,661,062 $36.2M 1.76% +17,279 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: not reported; 2024Q4: 1,450,703 shares; 2025Q1: 1,436,776 shares; 2025Q2: 1,442,239 shares; 2025Q3: 1,485,226 shares; 2025Q4: 1,514,732 shares; 2026Q1: 1,543,187 shares; 2026Q2: 1,561,416 shares 1,561,416 $36.2M 1.76% +18,229 Timeline IBDZ 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: 18,844 shares; 2025Q3: 21,210 shares; 2025Q4: 653,888 shares; 2026Q1: 1,081,985 shares; 2026Q2: 1,304,097 shares 1,304,097 $34M 1.66% +222,112 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: 1,062,566 shares; 2024Q4: 1,110,725 shares; 2025Q1: 1,126,736 shares; 2025Q2: 1,154,589 shares; 2025Q3: 1,193,474 shares; 2025Q4: 1,249,003 shares; 2026Q1: 1,278,339 shares; 2026Q2: 1,336,901 shares 1,336,901 $33.8M 1.65% +58,562 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: 1,049,497 shares; 2024Q4: 1,099,093 shares; 2025Q1: 1,129,965 shares; 2025Q2: 1,173,113 shares; 2025Q3: 1,229,199 shares; 2025Q4: 1,277,191 shares; 2026Q1: 1,295,766 shares; 2026Q2: 1,331,503 shares 1,331,503 $32.2M 1.57% +35,737 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: 126,349 shares; 2024Q4: 124,544 shares; 2025Q1: 116,215 shares; 2025Q2: 123,338 shares; 2025Q3: 120,048 shares; 2025Q4: 117,865 shares; 2026Q1: 109,912 shares; 2026Q2: 100,323 shares 100,323 $29M 1.41% -9,589 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: 1,039,462 shares; 2024Q4: 1,072,997 shares; 2025Q1: 1,098,415 shares; 2025Q2: 1,129,662 shares; 2025Q3: 1,175,926 shares; 2025Q4: 1,204,934 shares; 2026Q1: 1,157,018 shares; 2026Q2: 1,146,679 shares 1,146,679 $27.8M 1.35% -10,339 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: 190,462 shares; 2024Q4: 186,920 shares; 2025Q1: 173,014 shares; 2025Q2: 176,251 shares; 2025Q3: 164,176 shares; 2025Q4: 160,833 shares; 2026Q1: 149,065 shares; 2026Q2: 134,534 shares 134,534 $26.9M 1.31% -14,531 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,824 shares; 2024Q4: 264,962 shares; 2025Q1: 264,941 shares; 2025Q2: 273,859 shares; 2025Q3: 270,667 shares; 2025Q4: 266,954 shares; 2026Q1: 260,044 shares; 2026Q2: 242,040 shares 242,040 $26.7M 1.3% -18,004 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: 243,817 shares; 2024Q4: 245,188 shares; 2025Q1: 248,514 shares; 2025Q2: 253,563 shares; 2025Q3: 252,335 shares; 2025Q4: 251,912 shares; 2026Q1: 249,208 shares; 2026Q2: 236,645 shares 236,645 $22.9M 1.11% -12,563 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: 26,503 shares; 2024Q4: 25,552 shares; 2025Q1: 24,056 shares; 2025Q2: 25,401 shares; 2025Q3: 25,294 shares; 2025Q4: 21,850 shares; 2026Q1: 19,856 shares; 2026Q2: 18,547 shares 18,547 $19.8M 0.96% -1,309 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: 21,163 shares; 2024Q4: 22,049 shares; 2025Q1: 21,892 shares; 2025Q2: 25,127 shares; 2025Q3: 26,701 shares; 2025Q4: 30,495 shares; 2026Q1: 25,445 shares; 2026Q2: 25,299 shares 25,299 $18.6M 0.91% -146 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: 72,164 shares; 2024Q4: 71,680 shares; 2025Q1: 56,459 shares; 2025Q2: 65,449 shares; 2025Q3: 63,557 shares; 2025Q4: 60,528 shares; 2026Q1: 51,744 shares; 2026Q2: 50,238 shares 50,238 $18.6M 0.91% -1,506 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: 52,594 shares; 2024Q4: 52,268 shares; 2025Q1: 49,372 shares; 2025Q2: 50,484 shares; 2025Q3: 50,526 shares; 2025Q4: 50,226 shares; 2026Q1: 50,742 shares; 2026Q2: 47,837 shares 47,837 $17.8M 0.87% -2,905 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,398 shares; 2024Q4: 61,779 shares; 2025Q1: 64,739 shares; 2025Q2: 62,782 shares; 2025Q3: 61,429 shares; 2025Q4: 60,285 shares; 2026Q1: 59,038 shares; 2026Q2: 55,246 shares 55,246 $16.6M 0.81% -3,792 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,141 shares; 2024Q4: 79,223 shares; 2025Q1: 75,877 shares; 2025Q2: 79,532 shares; 2025Q3: 79,025 shares; 2025Q4: 77,775 shares; 2026Q1: 77,411 shares; 2026Q2: 69,579 shares 69,579 $16.6M 0.81% -7,832 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: 56,254 shares; 2024Q4: 53,438 shares; 2025Q1: 50,594 shares; 2025Q2: 52,654 shares; 2025Q3: 52,495 shares; 2025Q4: 52,101 shares; 2026Q1: 49,384 shares; 2026Q2: 45,810 shares 45,810 $15M 0.73% -3,574 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681,724 shares; 2024Q4: 708,916 shares; 2025Q1: 722,406 shares; 2025Q2: 750,266 shares; 2025Q3: 770,458 shares; 2025Q4: 792,585 shares; 2026Q1: 807,352 shares; 2026Q2: 781,116 shares 781,116 $14.5M 0.71% -26,236 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: 41,928 shares; 2024Q4: 41,631 shares; 2025Q1: 40,500 shares; 2025Q2: 41,021 shares; 2025Q3: 40,891 shares; 2025Q4: 40,690 shares; 2026Q1: 39,893 shares; 2026Q2: 39,844 shares 39,844 $12.5M 0.61% -49 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 722,268 shares; 2025Q2: 800,915 shares; 2025Q3: 854,280 shares; 2025Q4: 889,184 shares; 2026Q1: 936,373 shares; 2026Q2: 922,439 shares 922,439 $11.9M 0.58% -13,934 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: 38,670 shares; 2024Q4: 38,885 shares; 2025Q1: 37,028 shares; 2025Q2: 39,294 shares; 2025Q3: 39,233 shares; 2025Q4: 37,889 shares; 2026Q1: 35,921 shares; 2026Q2: 33,073 shares 33,073 $11.8M 0.58% -2,848 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: 16,565 shares; 2024Q4: 16,406 shares; 2025Q1: 16,316 shares; 2025Q2: 16,593 shares; 2025Q3: 16,128 shares; 2025Q4: 16,088 shares; 2026Q1: 15,931 shares; 2026Q2: 15,600 shares 15,600 $11.6M 0.57% -331 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: 15,974 shares; 2024Q4: 14,874 shares; 2025Q1: 12,743 shares; 2025Q2: 13,284 shares; 2025Q3: 13,135 shares; 2025Q4: 13,075 shares; 2026Q1: 12,449 shares; 2026Q2: 11,805 shares 11,805 $11M 0.54% -644 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,786 shares; 2024Q4: 10,935 shares; 2025Q1: 10,436 shares; 2025Q2: 10,919 shares; 2025Q3: 10,828 shares; 2025Q4: 10,676 shares; 2026Q1: 10,089 shares; 2026Q2: 9,422 shares 9,422 $10.7M 0.52% -667 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,453 shares; 2024Q4: 12,439 shares; 2025Q1: 11,954 shares; 2025Q2: 12,608 shares; 2025Q3: 12,513 shares; 2025Q4: 12,445 shares; 2026Q1: 11,742 shares; 2026Q2: 10,492 shares 10,492 $10.6M 0.52% -1,250 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,696 shares; 2024Q4: 82,437 shares; 2025Q1: 74,261 shares; 2025Q2: 76,602 shares; 2025Q3: 76,734 shares; 2025Q4: 76,278 shares; 2026Q1: 72,959 shares; 2026Q2: 66,305 shares 66,305 $10M 0.49% -6,654 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 234,627 shares; 2025Q4: 260,137 shares; 2026Q1: 244,500 shares; 2026Q2: 239,218 shares 239,218 $9.57M 0.47% -5,282 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: 4,758 shares; 2024Q4: 2,375 shares; 2025Q1: 3,556 shares; 2025Q2: 3,718 shares; 2025Q3: 3,734 shares; 2025Q4: 3,777 shares; 2026Q1: 3,455 shares; 2026Q2: 31,475 shares 31,475 $9.5M 0.46% +28,020 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,181 shares; 2024Q4: 26,533 shares; 2025Q1: 25,074 shares; 2025Q2: 26,112 shares; 2025Q3: 25,705 shares; 2025Q4: 25,540 shares; 2026Q1: 24,098 shares; 2026Q2: 20,620 shares 20,620 $9.2M 0.45% -3,478 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: 22,879 shares; 2024Q4: 22,728 shares; 2025Q1: 20,599 shares; 2025Q2: 22,709 shares; 2025Q3: 22,769 shares; 2025Q4: 22,756 shares; 2026Q1: 18,828 shares; 2026Q2: 16,325 shares 16,325 $9.2M 0.45% -2,503 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,801 shares; 2024Q4: 80,938 shares; 2025Q1: 59,047 shares; 2025Q2: 62,056 shares; 2025Q3: 60,879 shares; 2025Q4: 60,078 shares; 2026Q1: 55,527 shares; 2026Q2: 55,302 shares 55,302 $8.74M 0.43% -225 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: 226,770 shares; 2024Q4: 232,252 shares; 2025Q1: 228,771 shares; 2025Q2: 248,675 shares; 2025Q3: 122,280 shares; 2025Q4: 121,576 shares; 2026Q1: 118,050 shares; 2026Q2: 114,383 shares 114,383 $8.64M 0.42% -3,667 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,863 shares; 2024Q4: 105,588 shares; 2025Q1: 102,467 shares; 2025Q2: 107,963 shares; 2025Q3: 107,134 shares; 2025Q4: 106,750 shares; 2026Q1: 103,770 shares; 2026Q2: 98,969 shares 98,969 $8.2M 0.4% -4,801 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: 39,339 shares; 2024Q4: 38,992 shares; 2025Q1: 36,529 shares; 2025Q2: 37,601 shares; 2025Q3: 37,351 shares; 2025Q4: 35,842 shares; 2026Q1: 33,729 shares; 2026Q2: 31,238 shares 31,238 $7.86M 0.38% -2,491 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: 107,243 shares; 2024Q4: 109,052 shares; 2025Q1: 105,523 shares; 2025Q2: 110,426 shares; 2025Q3: 110,224 shares; 2025Q4: 110,734 shares; 2026Q1: 102,008 shares; 2026Q2: 93,077 shares 93,077 $7.69M 0.37% -8,931 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,950 shares; 2026Q2: 9,201 shares 9,201 $7.02M 0.34% +251 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: 44,845 shares; 2025Q1: 42,518 shares; 2025Q2: 44,935 shares; 2025Q3: 44,866 shares; 2025Q4: 44,191 shares; 2026Q1: 41,518 shares; 2026Q2: 38,755 shares 38,755 $6.58M 0.32% -2,763 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,910 shares; 2024Q4: 33,424 shares; 2025Q1: 33,339 shares; 2025Q2: 35,035 shares; 2025Q3: 34,753 shares; 2025Q4: 34,057 shares; 2026Q1: 32,924 shares; 2026Q2: 28,959 shares 28,959 $6.45M 0.31% -3,965 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,870 shares; 2024Q4: 33,900 shares; 2025Q1: 31,185 shares; 2025Q2: 33,004 shares; 2025Q3: 33,045 shares; 2025Q4: 32,665 shares; 2026Q1: 30,631 shares; 2026Q2: 28,869 shares 28,869 $6.37M 0.31% -1,762 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,717 shares; 2024Q4: 59,697 shares; 2025Q1: 59,258 shares; 2025Q2: 59,258 shares; 2025Q3: 59,258 shares; 2025Q4: 59,258 shares; 2026Q1: 59,017 shares; 2026Q2: 58,775 shares 58,775 $6.32M 0.31% -242 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: 3,895 shares; 2024Q4: 15,068 shares; 2025Q1: 16,041 shares; 2025Q2: 18,804 shares; 2025Q3: 18,991 shares; 2025Q4: 18,014 shares; 2026Q1: 17,330 shares; 2026Q2: 16,653 shares 16,653 $6.29M 0.31% -677 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: 9,949 shares; 2024Q4: 9,942 shares; 2025Q1: 9,724 shares; 2025Q2: 9,825 shares; 2025Q3: 10,786 shares; 2025Q4: 10,704 shares; 2026Q1: 10,255 shares; 2026Q2: 9,047 shares 9,047 $6.21M 0.3% -1,208 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,861 shares; 2024Q4: 17,652 shares; 2025Q1: 16,904 shares; 2025Q2: 17,536 shares; 2025Q3: 17,494 shares; 2025Q4: 17,282 shares; 2026Q1: 16,560 shares; 2026Q2: 15,371 shares 15,371 $6.19M 0.3% -1,189 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,468 shares; 2024Q4: 32,624 shares; 2025Q1: 31,763 shares; 2025Q2: 32,980 shares; 2025Q3: 33,296 shares; 2025Q4: 32,681 shares; 2026Q1: 31,251 shares; 2026Q2: 26,902 shares 26,902 $6.18M 0.3% -4,349 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,901 shares; 2024Q4: 105,390 shares; 2025Q1: 91,558 shares; 2025Q2: 98,312 shares; 2025Q3: 93,706 shares; 2025Q4: 95,664 shares; 2026Q1: 81,966 shares; 2026Q2: 77,547 shares 77,547 $6.13M 0.3% -4,419 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: 19,016 shares; 2024Q4: 18,331 shares; 2025Q1: 16,366 shares; 2025Q2: 17,233 shares; 2025Q3: 17,302 shares; 2025Q4: 16,965 shares; 2026Q1: 15,941 shares; 2026Q2: 14,883 shares 14,883 $5.92M 0.29% -1,058 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: 16,124 shares; 2024Q4: 16,118 shares; 2025Q1: 14,941 shares; 2025Q2: 16,157 shares; 2025Q3: 16,318 shares; 2025Q4: 16,117 shares; 2026Q1: 16,764 shares; 2026Q2: 16,378 shares 16,378 $5.62M 0.27% -386 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: 11,522 shares; 2024Q4: 11,527 shares; 2025Q1: 11,260 shares; 2025Q2: 10,928 shares; 2025Q3: 10,986 shares; 2025Q4: 10,861 shares; 2026Q1: 10,707 shares; 2026Q2: 41,693 shares 41,693 $5.18M 0.25% +30,986 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: 65,872 shares; 2024Q4: 66,890 shares; 2025Q1: 64,548 shares; 2025Q2: 67,628 shares; 2025Q3: 68,180 shares; 2025Q4: 67,561 shares; 2026Q1: 64,791 shares; 2026Q2: 62,864 shares 62,864 $5.11M 0.25% -1,927 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: 52,972 shares; 2024Q4: 51,500 shares; 2025Q1: 49,489 shares; 2025Q2: 51,264 shares; 2025Q3: 51,718 shares; 2025Q4: 51,426 shares; 2026Q1: 39,429 shares; 2026Q2: 37,048 shares 37,048 $5.07M 0.25% -2,381 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: 12,885 shares; 2024Q4: 16,871 shares; 2025Q1: 12,652 shares; 2025Q2: 13,577 shares; 2025Q3: 13,587 shares; 2025Q4: 29,521 shares; 2026Q1: 28,081 shares; 2026Q2: 26,050 shares 26,050 $4.96M 0.24% -2,031 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: 60,723 shares; 2024Q4: 61,259 shares; 2025Q1: 57,853 shares; 2025Q2: 61,457 shares; 2025Q3: 61,658 shares; 2025Q4: 60,975 shares; 2026Q1: 58,376 shares; 2026Q2: 55,239 shares 55,239 $4.85M 0.24% -3,137 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,580 shares; 2024Q4: 31,440 shares; 2025Q1: 28,680 shares; 2025Q2: 36,583 shares; 2025Q3: 37,050 shares; 2025Q4: 37,492 shares; 2026Q1: 29,170 shares; 2026Q2: 29,213 shares 29,213 $4.8M 0.23% +43 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,784 shares; 2024Q4: 122,063 shares; 2025Q1: 115,176 shares; 2025Q2: 114,692 shares; 2025Q3: 112,137 shares; 2025Q4: 111,205 shares; 2026Q1: 110,238 shares; 2026Q2: 108,428 shares 108,428 $4.6M 0.22% -1,810 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: 8,937 shares; 2024Q4: 9,002 shares; 2025Q1: 8,751 shares; 2025Q2: 9,299 shares; 2025Q3: 10,139 shares; 2025Q4: 10,021 shares; 2026Q1: 9,617 shares; 2026Q2: 9,089 shares 9,089 $4.51M 0.22% -528 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: 3,523 shares; 2024Q4: 3,557 shares; 2025Q1: 3,436 shares; 2025Q2: 3,576 shares; 2025Q3: 3,598 shares; 2025Q4: 3,610 shares; 2026Q1: 3,454 shares; 2026Q2: 3,310 shares 3,310 $4.41M 0.21% -144 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: 28,623 shares; 2024Q4: 27,927 shares; 2025Q1: 26,151 shares; 2025Q2: 27,775 shares; 2025Q3: 27,702 shares; 2025Q4: 27,505 shares; 2026Q1: 26,256 shares; 2026Q2: 22,947 shares 22,947 $4.37M 0.21% -3,309 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: 33,594 shares; 2024Q4: 33,316 shares; 2025Q1: 32,383 shares; 2025Q2: 33,020 shares; 2025Q3: 32,996 shares; 2025Q4: 32,471 shares; 2026Q1: 31,707 shares; 2026Q2: 29,688 shares 29,688 $4.35M 0.21% -2,019 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,976 shares; 2024Q4: 47,803 shares; 2025Q1: 41,571 shares; 2025Q2: 47,367 shares; 2025Q3: 47,367 shares; 2025Q4: 47,116 shares; 2026Q1: 40,875 shares; 2026Q2: 41,406 shares 41,406 $4.3M 0.21% +531 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: 15,025 shares; 2024Q4: 14,729 shares; 2025Q1: 13,361 shares; 2025Q2: 14,130 shares; 2025Q3: 13,282 shares; 2025Q4: 13,036 shares; 2026Q1: 12,061 shares; 2026Q2: 10,309 shares 10,309 $4.28M 0.21% -1,752 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: 44,895 shares; 2024Q4: 44,724 shares; 2025Q1: 42,644 shares; 2025Q2: 46,780 shares; 2025Q3: 46,719 shares; 2025Q4: 93,512 shares; 2026Q1: 83,085 shares; 2026Q2: 78,073 shares 78,073 $4.15M 0.2% -5,012 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,617 shares; 2024Q4: 9,195 shares; 2025Q1: 8,880 shares; 2025Q2: 9,447 shares; 2025Q3: 9,598 shares; 2025Q4: 9,697 shares; 2026Q1: 9,262 shares; 2026Q2: 9,097 shares 9,097 $3.88M 0.19% -165 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,353 shares; 2024Q4: 15,830 shares; 2025Q1: 15,072 shares; 2025Q2: 15,823 shares; 2025Q3: 15,829 shares; 2025Q4: 15,626 shares; 2026Q1: 14,629 shares; 2026Q2: 13,304 shares 13,304 $3.76M 0.18% -1,325 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,958 shares; 2024Q4: 29,488 shares; 2025Q1: 28,396 shares; 2025Q2: 29,745 shares; 2025Q3: 29,824 shares; 2025Q4: 29,644 shares; 2026Q1: 28,281 shares; 2026Q2: 25,922 shares 25,922 $3.51M 0.17% -2,359 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,977 shares; 2024Q4: 209,436 shares; 2025Q1: 123,641 shares; 2025Q2: 212,215 shares; 2025Q3: 212,771 shares; 2025Q4: 200,548 shares; 2026Q1: 119,574 shares; 2026Q2: 117,063 shares 117,063 $3.45M 0.17% -2,511 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,579 shares; 2025Q4: 20,172 shares; 2026Q1: 35,321 shares; 2026Q2: 34,636 shares 34,636 $3.44M 0.17% -685 Timeline PRF 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: 78,903 shares; 2024Q4: 78,796 shares; 2025Q1: 65,847 shares; 2025Q2: 65,780 shares; 2025Q3: 64,585 shares; 2025Q4: 64,585 shares; 2026Q1: 62,585 shares; 2026Q2: 62,385 shares 62,385 $3.37M 0.16% -200 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,643 shares; 2025Q3: 18,883 shares; 2025Q4: 19,102 shares; 2026Q1: 23,200 shares; 2026Q2: 26,016 shares 26,016 $3.08M 0.15% +2,816 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67,154 shares; 2025Q1: 59,932 shares; 2025Q2: 65,097 shares; 2025Q3: 65,314 shares; 2025Q4: 63,804 shares; 2026Q1: 62,270 shares; 2026Q2: 62,266 shares 62,266 $2.89M 0.14% -4 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,420 shares; 2024Q4: 10,453 shares; 2025Q1: 9,928 shares; 2025Q2: 10,482 shares; 2025Q3: 10,572 shares; 2025Q4: 10,142 shares; 2026Q1: 9,552 shares; 2026Q2: 8,820 shares 8,820 $2.81M 0.14% -732 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,821 shares; 2024Q4: 97,157 shares; 2025Q1: 91,683 shares; 2025Q2: 99,077 shares; 2025Q3: 98,917 shares; 2025Q4: 97,380 shares; 2026Q1: 90,428 shares; 2026Q2: 87,600 shares 87,600 $2.8M 0.14% -2,828 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,508 shares; 2024Q4: 35,538 shares; 2025Q1: 28,203 shares; 2025Q2: 29,871 shares; 2025Q3: 29,189 shares; 2025Q4: 29,039 shares; 2026Q1: 26,771 shares; 2026Q2: 25,452 shares 25,452 $2.79M 0.14% -1,319 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,544 shares; 2024Q4: 12,504 shares; 2025Q1: 12,436 shares; 2025Q2: 12,436 shares; 2025Q3: 12,406 shares; 2025Q4: 12,406 shares; 2026Q1: 12,346 shares; 2026Q2: 12,041 shares 12,041 $2.73M 0.13% -305 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: 7,191 shares; 2024Q4: 8,203 shares; 2025Q1: 8,288 shares; 2025Q2: 8,244 shares; 2025Q3: 8,263 shares; 2025Q4: 8,260 shares; 2026Q1: 8,240 shares; 2026Q2: 7,627 shares 7,627 $2.69M 0.13% -613 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,713 shares; 2024Q4: 25,616 shares; 2025Q1: 21,861 shares; 2025Q2: 18,227 shares; 2025Q3: 16,235 shares; 2025Q4: 17,510 shares; 2026Q1: 23,286 shares; 2026Q2: 23,286 shares 23,286 $2.48M 0.12% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,822 shares; 2024Q4: 5,732 shares; 2025Q1: 5,297 shares; 2025Q2: 5,642 shares; 2025Q3: 5,433 shares; 2025Q4: 5,436 shares; 2026Q1: 5,427 shares; 2026Q2: 5,427 shares 5,427 $2.28M 0.11% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,653 shares; 2024Q4: 4,473 shares; 2025Q1: 4,473 shares; 2025Q2: 4,473 shares; 2025Q3: 4,473 shares; 2025Q4: 4,408 shares; 2026Q1: 4,408 shares; 2026Q2: 3,918 shares 3,918 $2.24M 0.11% -490 Timeline SCHB 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: 42,552 shares; 2024Q4: 126,101 shares; 2025Q1: 78,055 shares; 2025Q2: 144,757 shares; 2025Q3: 148,048 shares; 2025Q4: 140,158 shares; 2026Q1: 74,975 shares; 2026Q2: 76,114 shares 76,114 $2.2M 0.11% +1,139 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,616 shares; 2024Q4: 4,554 shares; 2025Q1: 4,104 shares; 2025Q2: 4,811 shares; 2025Q3: 4,807 shares; 2025Q4: 4,789 shares; 2026Q1: 4,363 shares; 2026Q2: 4,381 shares 4,381 $2.19M 0.11% +18 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: 10,966 shares; 2024Q4: 11,355 shares; 2025Q1: 9,972 shares; 2025Q2: 10,236 shares; 2025Q3: 10,259 shares; 2025Q4: 9,788 shares; 2026Q1: 9,777 shares; 2026Q2: 8,128 shares 8,128 $2.06M 0.1% -1,649 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,566 shares; 2024Q4: 11,566 shares; 2025Q1: 11,486 shares; 2025Q2: 11,038 shares; 2025Q3: 10,608 shares; 2025Q4: 10,408 shares; 2026Q1: 9,718 shares; 2026Q2: 9,229 shares 9,229 $2.02M 0.1% -489 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,791 shares; 2024Q4: 24,358 shares; 2025Q1: 21,851 shares; 2025Q2: 23,926 shares; 2025Q3: 23,156 shares; 2025Q4: 23,131 shares; 2026Q1: 21,359 shares; 2026Q2: 21,341 shares 21,341 $1.9M 0.09% -18 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: 820 shares; 2025Q3: 826 shares; 2025Q4: 943 shares; 2026Q1: 939 shares; 2026Q2: 4,843 shares 4,843 $1.81M 0.09% +3,904 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: 1,341 shares; 2024Q4: 1,318 shares; 2025Q1: 1,254 shares; 2025Q2: 1,637 shares; 2025Q3: 1,364 shares; 2025Q4: 1,360 shares; 2026Q1: 1,315 shares; 2026Q2: 1,315 shares 1,315 $1.58M 0.08% 0 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: 18,847 shares; 2024Q4: 18,485 shares; 2025Q1: 16,244 shares; 2025Q2: 16,344 shares; 2025Q3: 15,779 shares; 2025Q4: 15,664 shares; 2026Q1: 15,102 shares; 2026Q2: 14,358 shares 14,358 $1.54M 0.07% -744 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: 6,005 shares; 2024Q4: 6,005 shares; 2025Q1: 6,005 shares; 2025Q2: 6,005 shares; 2025Q3: 5,935 shares; 2025Q4: 5,957 shares; 2026Q1: 5,912 shares; 2026Q2: 6,259 shares 6,259 $1.52M 0.07% +347 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: 38,984 shares; 2024Q4: 39,088 shares; 2025Q1: 37,409 shares; 2025Q2: 33,184 shares; 2025Q3: 32,244 shares; 2025Q4: 31,563 shares; 2026Q1: 36,792 shares; 2026Q2: 28,221 shares 28,221 $1.51M 0.07% -8,571 Timeline CPRT COPART INC More: the full row for COPART 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: 59,503 shares; 2026Q1: 52,661 shares; 2026Q2: 50,224 shares 50,224 $1.42M 0.07% -2,437 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: 8,802 shares; 2024Q4: 8,643 shares; 2025Q1: 7,715 shares; 2025Q2: 8,105 shares; 2025Q3: 7,243 shares; 2025Q4: 7,015 shares; 2026Q1: 7,075 shares; 2026Q2: 7,198 shares 7,198 $1.29M 0.06% +123 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341 shares; 2024Q4: not reported; 2025Q1: 729 shares; 2025Q2: 926 shares; 2025Q3: 1,541 shares; 2025Q4: 1,738 shares; 2026Q1: 1,297 shares; 2026Q2: 10,602 shares 10,602 $1.27M 0.06% +9,305 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,314 shares; 2024Q4: 9,314 shares; 2025Q1: 9,214 shares; 2025Q2: 8,406 shares; 2025Q3: 8,306 shares; 2025Q4: 7,794 shares; 2026Q1: 8,843 shares; 2026Q2: 8,822 shares 8,822 $1.21M 0.06% -21 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,056 shares; 2026Q1: 1,048 shares; 2026Q2: 1,044 shares 1,044 $1.21M 0.06% -4 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: 3,201 shares; 2024Q4: 3,077 shares; 2025Q1: 3,022 shares; 2025Q2: 3,115 shares; 2025Q3: 3,113 shares; 2025Q4: 3,033 shares; 2026Q1: 3,057 shares; 2026Q2: 3,407 shares 3,407 $1.2M 0.06% +350 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,474 shares; 2025Q1: 15,179 shares; 2025Q2: 18,296 shares; 2025Q3: 16,675 shares; 2025Q4: 13,660 shares; 2026Q1: 12,326 shares; 2026Q2: 12,020 shares 12,020 $1.19M 0.06% -306 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: 4,894 shares; 2026Q2: 8,494 shares 8,494 $1.19M 0.06% +3,600 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: 7,138 shares; 2024Q4: 6,855 shares; 2025Q1: 6,377 shares; 2025Q2: 6,685 shares; 2025Q3: 6,450 shares; 2025Q4: 6,118 shares; 2026Q1: 6,155 shares; 2026Q2: 7,425 shares 7,425 $1.09M 0.05% +1,270 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,806 shares; 2024Q4: 7,835 shares; 2025Q1: 7,878 shares; 2025Q2: 7,907 shares; 2025Q3: 7,937 shares; 2025Q4: 7,664 shares; 2026Q1: 7,396 shares; 2026Q2: 7,126 shares 7,126 $1.09M 0.05% -270 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: 10,130 shares; 2024Q4: 10,130 shares; 2025Q1: 9,793 shares; 2025Q2: 9,793 shares; 2025Q3: 9,793 shares; 2025Q4: 9,793 shares; 2026Q1: 10,193 shares; 2026Q2: 10,193 shares 10,193 $1.05M 0.05% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,259 shares; 2024Q4: 6,259 shares; 2025Q1: 6,259 shares; 2025Q2: 6,259 shares; 2025Q3: 6,259 shares; 2025Q4: 6,259 shares; 2026Q1: 6,259 shares; 2026Q2: 4,524 shares 4,524 $929K 0.05% -1,735 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,695 shares; 2024Q4: 40,829 shares; 2025Q1: 25,841 shares; 2025Q2: 41,462 shares; 2025Q3: 41,178 shares; 2025Q4: 40,702 shares; 2026Q1: 24,891 shares; 2026Q2: 24,105 shares 24,105 $889K 0.04% -786 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,306 shares; 2024Q4: 3,306 shares; 2025Q1: 3,306 shares; 2025Q2: 3,376 shares; 2025Q3: 3,378 shares; 2025Q4: 3,378 shares; 2026Q1: 3,376 shares; 2026Q2: 2,616 shares 2,616 $885K 0.04% -760 Timeline SCHF 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: 26,999 shares; 2024Q4: 54,536 shares; 2025Q1: 32,285 shares; 2025Q2: 54,086 shares; 2025Q3: 53,452 shares; 2025Q4: 54,876 shares; 2026Q1: 31,504 shares; 2026Q2: 30,963 shares 30,963 $858K 0.04% -541 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: 6,451 shares; 2024Q4: 6,781 shares; 2025Q1: 4,754 shares; 2025Q2: 4,898 shares; 2025Q3: 4,898 shares; 2025Q4: 4,908 shares; 2026Q1: 4,908 shares; 2026Q2: 6,333 shares 6,333 $814K 0.04% +1,425 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC 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 $797K 0.04% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,303 shares; 2024Q4: 7,489 shares; 2025Q1: 6,567 shares; 2025Q2: 5,761 shares; 2025Q3: 5,262 shares; 2025Q4: 5,110 shares; 2026Q1: 5,079 shares; 2026Q2: 4,789 shares 4,789 $794K 0.04% -290 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,149 shares; 2024Q4: 14,317 shares; 2025Q1: 14,434 shares; 2025Q2: 14,586 shares; 2025Q3: 14,661 shares; 2025Q4: 14,786 shares; 2026Q1: 15,145 shares; 2026Q2: 15,225 shares 15,225 $767K 0.04% +80 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,199 shares; 2024Q4: 3,199 shares; 2025Q1: 3,199 shares; 2025Q2: 3,199 shares; 2025Q3: 3,205 shares; 2025Q4: 3,365 shares; 2026Q1: 3,365 shares; 2026Q2: 8,149 shares 8,149 $752K 0.04% +4,784 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,993 shares; 2024Q4: 11,993 shares; 2025Q1: 11,615 shares; 2025Q2: 12,136 shares; 2025Q3: 11,966 shares; 2025Q4: 12,007 shares; 2026Q1: 11,449 shares; 2026Q2: 12,073 shares 12,073 $688K 0.03% +624 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,595 shares; 2024Q4: 1,853 shares; 2025Q1: 2,965 shares; 2025Q2: 3,626 shares; 2025Q3: 3,626 shares; 2025Q4: 3,521 shares; 2026Q1: 4,449 shares; 2026Q2: 3,549 shares 3,549 $657K 0.03% -900 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: 5,019 shares; 2024Q4: 4,669 shares; 2025Q1: 4,801 shares; 2025Q2: 4,738 shares; 2025Q3: 4,712 shares; 2025Q4: 4,675 shares; 2026Q1: 4,659 shares; 2026Q2: 5,474 shares 5,474 $643K 0.03% +815 Timeline SCHA 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: 17,624 shares; 2024Q4: 34,922 shares; 2025Q1: 18,809 shares; 2025Q2: 35,478 shares; 2025Q3: 35,469 shares; 2025Q4: 34,976 shares; 2026Q1: 18,460 shares; 2026Q2: 17,341 shares 17,341 $627K 0.03% -1,119 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: 3,512 shares; 2024Q4: 3,471 shares; 2025Q1: 3,527 shares; 2025Q2: 3,488 shares; 2025Q3: 3,566 shares; 2025Q4: 3,539 shares; 2026Q1: 3,181 shares; 2026Q2: 3,415 shares 3,415 $618K 0.03% +234 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,008 shares 1,008 $585K 0.03% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,595 shares 1,595 $578K 0.03% new 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: 15,639 shares; 2024Q4: 15,519 shares; 2025Q1: 15,519 shares; 2025Q2: 15,339 shares; 2025Q3: 12,271 shares; 2025Q4: 12,271 shares; 2026Q1: 11,248 shares; 2026Q2: 11,248 shares 11,248 $569K 0.03% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,597 shares; 2024Q4: 22,636 shares; 2025Q1: 20,595 shares; 2025Q2: 22,243 shares; 2025Q3: 19,397 shares; 2025Q4: 19,328 shares; 2026Q1: 17,691 shares; 2026Q2: 17,662 shares 17,662 $560K 0.03% -29 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,594 shares; 2025Q3: 5,594 shares; 2025Q4: 4,708 shares; 2026Q1: 4,708 shares; 2026Q2: 4,709 shares 4,709 $541K 0.03% +1 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,121 shares; 2024Q4: 15,121 shares; 2025Q1: 14,392 shares; 2025Q2: 14,293 shares; 2025Q3: 11,745 shares; 2025Q4: 10,425 shares; 2026Q1: 7,954 shares; 2026Q2: 7,814 shares 7,814 $528K 0.03% -140 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: 4,310 shares; 2024Q4: 4,629 shares; 2025Q1: 3,214 shares; 2025Q2: 3,453 shares; 2025Q3: 3,268 shares; 2025Q4: 3,158 shares; 2026Q1: 3,158 shares; 2026Q2: 3,858 shares 3,858 $522K 0.03% +700 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,469 shares; 2024Q4: 3,469 shares; 2025Q1: 1,565 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,550 shares; 2026Q2: 6,475 shares 6,475 $522K 0.03% +4,925 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,044 shares; 2024Q4: 3,839 shares; 2025Q1: 2,127 shares; 2025Q2: 3,617 shares; 2025Q3: 3,482 shares; 2025Q4: 3,482 shares; 2026Q1: 3,482 shares; 2026Q2: 3,482 shares 3,482 $514K 0.03% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 807 shares; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 807 shares; 2026Q1: 807 shares; 2026Q2: 817 shares 817 $509K 0.02% +10 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: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,368 shares; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares; 2025Q4: 1,240 shares; 2026Q1: not reported; 2026Q2: 2,270 shares 2,270 $508K 0.02% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares; 2025Q3: 1,806 shares; 2025Q4: 1,741 shares; 2026Q1: 1,393 shares; 2026Q2: 1,384 shares 1,384 $506K 0.02% -9 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 804 shares; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 724 shares; 2025Q4: 704 shares; 2026Q1: 704 shares; 2026Q2: 704 shares 704 $495K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 1,797 shares; 2026Q1: not reported; 2026Q2: 3,536 shares 3,536 $495K 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,099 shares; 2024Q4: 5,109 shares; 2025Q1: 5,177 shares; 2025Q2: 5,130 shares; 2025Q3: 4,808 shares; 2025Q4: 4,818 shares; 2026Q1: 4,822 shares; 2026Q2: 5,133 shares 5,133 $491K 0.02% +311 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,792 shares; 2024Q4: 4,056 shares; 2025Q1: 3,788 shares; 2025Q2: 3,799 shares; 2025Q3: 3,810 shares; 2025Q4: 3,384 shares; 2026Q1: 3,296 shares; 2026Q2: 3,303 shares 3,303 $485K 0.02% +7 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,408 shares; 2025Q1: 21,103 shares; 2025Q2: 21,103 shares; 2025Q3: 21,103 shares; 2025Q4: 21,103 shares; 2026Q1: 21,103 shares; 2026Q2: 21,103 shares 21,103 $444K 0.02% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,334 shares; 2024Q4: 7,334 shares; 2025Q1: 7,574 shares; 2025Q2: 7,574 shares; 2025Q3: 7,574 shares; 2025Q4: 7,574 shares; 2026Q1: 7,874 shares; 2026Q2: 8,024 shares 8,024 $439K 0.02% +150 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,012 shares; 2025Q1: 1,461 shares; 2025Q2: 1,027 shares; 2025Q3: 833 shares; 2025Q4: 833 shares; 2026Q1: 683 shares; 2026Q2: 683 shares 683 $438K 0.02% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,361 shares; 2024Q4: 4,162 shares; 2025Q1: 3,504 shares; 2025Q2: 4,190 shares; 2025Q3: 4,302 shares; 2025Q4: 3,831 shares; 2026Q1: 3,381 shares; 2026Q2: 3,861 shares 3,861 $437K 0.02% +480 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: 678 shares; 2024Q4: 678 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 678 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $431K 0.02% 0 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: 1,451 shares; 2024Q4: 1,451 shares; 2025Q1: 1,295 shares; 2025Q2: 1,370 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,166 shares; 2026Q2: 1,155 shares 1,155 $425K 0.02% -11 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,608 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares; 2026Q2: 1,627 shares 1,627 $416K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 732 shares; 2024Q4: 732 shares; 2025Q1: 937 shares; 2025Q2: 955 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 814 shares; 2026Q2: 4,824 shares 4,824 $416K 0.02% +4,010 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,546 shares 2,546 $412K 0.02% new 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: 7,373 shares; 2024Q4: 7,373 shares; 2025Q1: 7,258 shares; 2025Q2: 7,115 shares; 2025Q3: 4,434 shares; 2025Q4: 4,434 shares; 2026Q1: 3,264 shares; 2026Q2: 3,690 shares 3,690 $397K 0.02% +426 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: not reported; 2025Q4: 332 shares; 2026Q1: 332 shares; 2026Q2: 332 shares 332 $390K 0.02% 0 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: 2,300 shares; 2024Q4: 2,433 shares; 2025Q1: 1,570 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares; 2026Q1: 1,570 shares; 2026Q2: 1,570 shares 1,570 $387K 0.02% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,430 shares; 2024Q4: 22,148 shares; 2025Q1: 19,476 shares; 2025Q2: 19,098 shares; 2025Q3: 19,098 shares; 2025Q4: 20,188 shares; 2026Q1: 20,040 shares; 2026Q2: 19,685 shares 19,685 $384K 0.02% -355 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $382K 0.02% new 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: 9,840 shares; 2026Q1: 14,630 shares; 2026Q2: 14,630 shares 14,630 $377K 0.02% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,586 shares; 2024Q4: 24,328 shares; 2025Q1: 24,828 shares; 2025Q2: 24,428 shares; 2025Q3: 24,428 shares; 2025Q4: 24,428 shares; 2026Q1: 23,138 shares; 2026Q2: 22,537 shares 22,537 $375K 0.02% -601 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: 808 shares; 2024Q4: 808 shares; 2025Q1: 776 shares; 2025Q2: 792 shares; 2025Q3: 813 shares; 2025Q4: 907 shares; 2026Q1: 882 shares; 2026Q2: 712 shares 712 $365K 0.02% -170 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,061 shares; 2024Q4: 4,691 shares; 2025Q1: 4,191 shares; 2025Q2: 6,142 shares; 2025Q3: 5,642 shares; 2025Q4: 5,642 shares; 2026Q1: 4,817 shares; 2026Q2: 4,817 shares 4,817 $364K 0.02% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,046 shares; 2024Q4: 13,824 shares; 2025Q1: 13,022 shares; 2025Q2: 13,610 shares; 2025Q3: 13,535 shares; 2025Q4: 13,356 shares; 2026Q1: 3,442 shares; 2026Q2: 1,075 shares 1,075 $364K 0.02% -2,367 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,152 shares 1,152 $362K 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,985 shares; 2024Q4: 8,311 shares; 2025Q1: 8,034 shares; 2025Q2: 5,594 shares; 2025Q3: 5,619 shares; 2025Q4: 5,693 shares; 2026Q1: 5,197 shares; 2026Q2: 5,297 shares 5,297 $362K 0.02% +100 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: 1,067 shares; 2025Q1: 917 shares; 2025Q2: 901 shares; 2025Q3: 943 shares; 2025Q4: 856 shares; 2026Q1: not reported; 2026Q2: 1,284 shares 1,284 $361K 0.02% new 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: 857 shares; 2024Q4: 857 shares; 2025Q1: 763 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 757 shares; 2026Q1: 757 shares; 2026Q2: 702 shares 702 $358K 0.02% -55 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,030 shares; 2024Q4: 18,498 shares; 2025Q1: 20,993 shares; 2025Q2: 20,993 shares; 2025Q3: 20,616 shares; 2025Q4: 19,040 shares; 2026Q1: 19,040 shares; 2026Q2: 18,094 shares 18,094 $355K 0.02% -946 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: 4,567 shares; 2024Q4: 6,433 shares; 2025Q1: 5,677 shares; 2025Q2: 3,298 shares; 2025Q3: 3,992 shares; 2025Q4: 3,805 shares; 2026Q1: 2,347 shares; 2026Q2: 2,217 shares 2,217 $352K 0.02% -130 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,182 shares; 2024Q4: 5,761 shares; 2025Q1: not reported; 2025Q2: 5,098 shares; 2025Q3: 4,796 shares; 2025Q4: 4,800 shares; 2026Q1: 2,955 shares; 2026Q2: 2,955 shares 2,955 $347K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 916 shares; 2024Q4: 916 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $347K 0.02% 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: 4,039 shares; 2024Q4: 4,016 shares; 2025Q1: 3,063 shares; 2025Q2: 3,903 shares; 2025Q3: 3,736 shares; 2025Q4: 3,039 shares; 2026Q1: 3,009 shares; 2026Q2: 3,582 shares 3,582 $345K 0.02% +573 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,257 shares 1,257 $340K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,281 shares 2,281 $327K 0.02% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,007 shares; 2024Q4: 19,500 shares; 2025Q1: 16,399 shares; 2025Q2: 15,494 shares; 2025Q3: 15,130 shares; 2025Q4: 17,505 shares; 2026Q1: 16,460 shares; 2026Q2: 15,859 shares 15,859 $323K 0.02% -601 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: 3,077 shares; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 2,611 shares; 2025Q3: 2,256 shares; 2025Q4: 2,273 shares; 2026Q1: 2,270 shares; 2026Q2: 2,550 shares 2,550 $323K 0.02% +280 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,972 shares 2,972 $308K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,293 shares; 2024Q4: 2,293 shares; 2025Q1: 2,133 shares; 2025Q2: 2,293 shares; 2025Q3: 2,496 shares; 2025Q4: 2,493 shares; 2026Q1: 1,133 shares; 2026Q2: 1,408 shares 1,408 $305K 0.01% +275 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,334 shares; 2024Q4: 8,334 shares; 2025Q1: 8,334 shares; 2025Q2: 8,229 shares; 2025Q3: 8,229 shares; 2025Q4: 8,229 shares; 2026Q1: 8,229 shares; 2026Q2: 8,229 shares 8,229 $304K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 2,355 shares; 2025Q1: 2,359 shares; 2025Q2: 2,684 shares; 2025Q3: 2,689 shares; 2025Q4: 2,694 shares; 2026Q1: 2,698 shares; 2026Q2: 2,702 shares 2,702 $299K 0.01% +4 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: 3,428 shares; 2024Q4: 3,428 shares; 2025Q1: 3,428 shares; 2025Q2: 3,220 shares; 2025Q3: 3,223 shares; 2025Q4: 3,302 shares; 2026Q1: 3,262 shares; 2026Q2: 2,530 shares 2,530 $298K 0.01% -732 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,486 shares; 2024Q4: 16,573 shares; 2025Q1: 16,573 shares; 2025Q2: 16,573 shares; 2025Q3: 16,573 shares; 2025Q4: 16,573 shares; 2026Q1: 16,573 shares; 2026Q2: 15,967 shares 15,967 $297K 0.01% -606 Timeline SCHE 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: 10,536 shares; 2024Q4: 10,438 shares; 2025Q1: 7,800 shares; 2025Q2: 10,430 shares; 2025Q3: 10,344 shares; 2025Q4: 10,668 shares; 2026Q1: 7,974 shares; 2026Q2: 7,904 shares 7,904 $287K 0.01% -70 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,066 shares; 2024Q4: 17,537 shares; 2025Q1: 18,037 shares; 2025Q2: 18,037 shares; 2025Q3: 18,037 shares; 2025Q4: 18,037 shares; 2026Q1: 18,037 shares; 2026Q2: 17,427 shares 17,427 $286K 0.01% -610 Timeline VOT 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: 845 shares; 2024Q4: 845 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 928 shares; 2026Q2: 928 shares 928 $284K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,723 shares; 2026Q1: 1,723 shares; 2026Q2: 1,723 shares 1,723 $284K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,971 shares; 2024Q4: 4,971 shares; 2025Q1: 4,971 shares; 2025Q2: 5,000 shares; 2025Q3: 5,042 shares; 2025Q4: 5,000 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $283K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: 1,890 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares; 2026Q1: 1,845 shares; 2026Q2: 1,810 shares 1,810 $283K 0.01% -35 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005 $280K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362 shares; 2024Q4: 365 shares; 2025Q1: 340 shares; 2025Q2: 411 shares; 2025Q3: 412 shares; 2025Q4: 4,745 shares; 2026Q1: 3,985 shares; 2026Q2: 3,915 shares 3,915 $280K 0.01% -70 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: 931 shares 931 $278K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 266 shares; 2025Q4: 272 shares; 2026Q1: not reported; 2026Q2: 277 shares 277 $271K 0.01% new 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: 1,524 shares; 2024Q4: 1,593 shares; 2025Q1: not reported; 2025Q2: 1,290 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares; 2026Q2: 1,066 shares 1,066 $269K 0.01% -200 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: 3,183 shares; 2024Q4: 3,066 shares; 2025Q1: 3,085 shares; 2025Q2: 3,066 shares; 2025Q3: 3,074 shares; 2025Q4: 1,896 shares; 2026Q1: not reported; 2026Q2: 2,946 shares 2,946 $267K 0.01% new 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: 849 shares; 2024Q4: 735 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 951 shares 951 $257K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 752 shares 752 $256K 0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 1,577 shares; 2025Q1: 1,577 shares; 2025Q2: 1,577 shares; 2025Q3: 1,452 shares; 2025Q4: 1,348 shares; 2026Q1: 1,257 shares; 2026Q2: 1,155 shares 1,155 $255K 0.01% -102 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,741 shares; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,741 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares; 2026Q1: 1,741 shares; 2026Q2: 1,741 shares 1,741 $255K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 977 shares 977 $254K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,209 shares 4,209 $254K 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,152 shares; 2024Q4: 3,152 shares; 2025Q1: 2,756 shares; 2025Q2: 2,995 shares; 2025Q3: 2,995 shares; 2025Q4: 2,756 shares; 2026Q1: 2,756 shares; 2026Q2: 2,756 shares 2,756 $253K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,270 shares; 2024Q4: 2,370 shares; 2025Q1: 2,070 shares; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: not reported; 2026Q2: 2,212 shares 2,212 $243K 0.01% 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: 944 shares 944 $241K 0.01% new Timeline TCAF 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: not reported; 2026Q2: 5,841 shares 5,841 $240K 0.01% new Timeline GRF EAGLE CAP GROWTH FD INC More: the full row for EAGLE CAP GROWTH FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,776 shares; 2024Q4: 16,591 shares; 2025Q1: 13,327 shares; 2025Q2: 16,591 shares; 2025Q3: 16,591 shares; 2025Q4: 21,727 shares; 2026Q1: 23,117 shares; 2026Q2: 23,117 shares 23,117 $236K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,841 shares 4,841 $230K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 461 shares 461 $228K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 612 shares 612 $227K 0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,119 shares 3,119 $224K 0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,136 shares; 2026Q1: 1,136 shares; 2026Q2: 1,131 shares 1,131 $223K 0.01% -5 Timeline XME 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: 6,532 shares; 2024Q4: 8,201 shares; 2025Q1: 3,738 shares; 2025Q2: 6,403 shares; 2025Q3: 6,403 shares; 2025Q4: 6,357 shares; 2026Q1: 2,070 shares; 2026Q2: 2,070 shares 2,070 $221K 0.01% 0 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,796 shares; 2026Q1: 5,798 shares; 2026Q2: 5,864 shares 5,864 $219K 0.01% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,160 shares 1,160 $218K 0.01% new 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: 2,522 shares; 2024Q4: 2,699 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 719 shares 719 $218K 0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR 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: 2,930 shares; 2025Q3: 3,073 shares; 2025Q4: 3,093 shares; 2026Q1: 2,008 shares; 2026Q2: 1,868 shares 1,868 $218K 0.01% -140 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,462 shares; 2024Q4: 1,462 shares; 2025Q1: 962 shares; 2025Q2: 978 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 928 shares; 2026Q2: 928 shares 928 $207K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 851 shares 851 $207K 0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: 975 shares 975 $205K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,695 shares; 2024Q4: 2,695 shares; 2025Q1: 2,583 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,555 shares 1,555 $203K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 865 shares; 2025Q4: 1,770 shares; 2026Q1: not reported; 2026Q2: 1,730 shares 1,730 $203K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,175 shares; 2026Q2: 1,194 shares 1,194 $202K 0.01% +19 Timeline