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: 243,792 shares; 2024Q4: 489,376 shares; 2025Q1: 516,416 shares; 2025Q2: 518,795 shares; 2025Q3: 518,544 shares; 2025Q4: 525,450 shares; 2026Q1: 518,637 shares; 2026Q2: 511,799 shares 511,799 $14.2M 6.24% -6,838 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: 238,829 shares; 2024Q4: 236,580 shares; 2025Q1: 238,496 shares; 2025Q2: 176,504 shares; 2025Q3: 178,734 shares; 2025Q4: 154,869 shares; 2026Q1: 150,341 shares; 2026Q2: 147,594 shares 147,594 $11.1M 4.9% -2,747 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: 38,701 shares; 2024Q4: 35,593 shares; 2025Q1: 31,904 shares; 2025Q2: 31,569 shares; 2025Q3: 29,814 shares; 2025Q4: 30,501 shares; 2026Q1: 30,730 shares; 2026Q2: 30,833 shares 30,833 $8.92M 3.92% +103 Timeline SCHP 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: 160,950 shares; 2024Q4: 321,275 shares; 2025Q1: 327,163 shares; 2025Q2: 328,155 shares; 2025Q3: 345,313 shares; 2025Q4: 301,901 shares; 2026Q1: 312,002 shares; 2026Q2: 312,810 shares 312,810 $8.29M 3.65% +808 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: 76,982 shares; 2024Q4: 77,620 shares; 2025Q1: 80,807 shares; 2025Q2: 80,664 shares; 2025Q3: 82,009 shares; 2025Q4: 84,073 shares; 2026Q1: 83,768 shares; 2026Q2: 66,211 shares 66,211 $7.78M 3.42% -17,557 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: 127,968 shares; 2024Q4: 131,291 shares; 2025Q1: 142,241 shares; 2025Q2: 146,787 shares; 2025Q3: 148,656 shares; 2025Q4: 154,275 shares; 2026Q1: 155,657 shares; 2026Q2: 155,019 shares 155,019 $7.37M 3.24% -638 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: 17,907 shares; 2024Q4: 16,547 shares; 2025Q1: 18,457 shares; 2025Q2: 19,595 shares; 2025Q3: 19,709 shares; 2025Q4: 20,633 shares; 2026Q1: 20,742 shares; 2026Q2: 19,722 shares 19,722 $6.97M 3.07% -1,020 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: 13,988 shares; 2024Q4: 14,061 shares; 2025Q1: 13,057 shares; 2025Q2: 12,959 shares; 2025Q3: 13,353 shares; 2025Q4: 13,591 shares; 2026Q1: 13,850 shares; 2026Q2: 13,870 shares 13,870 $6.94M 3.05% +20 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: 25,395 shares; 2024Q4: 25,481 shares; 2025Q1: 23,428 shares; 2025Q2: 23,327 shares; 2025Q3: 22,632 shares; 2025Q4: 21,048 shares; 2026Q1: 21,079 shares; 2026Q2: 20,910 shares 20,910 $6.84M 3.01% -169 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: 26,192 shares; 2024Q4: 26,689 shares; 2025Q1: 28,752 shares; 2025Q2: 28,922 shares; 2025Q3: 29,289 shares; 2025Q4: 30,070 shares; 2026Q1: 29,737 shares; 2026Q2: 26,478 shares 26,478 $6.72M 2.96% -3,259 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: 80,649 shares; 2024Q4: 79,595 shares; 2025Q1: 79,588 shares; 2025Q2: 67,610 shares; 2025Q3: 65,988 shares; 2025Q4: 62,531 shares; 2026Q1: 60,031 shares; 2026Q2: 58,863 shares 58,863 $6.67M 2.93% -1,168 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: 80,874 shares; 2024Q4: 85,041 shares; 2025Q1: 89,754 shares; 2025Q2: 93,057 shares; 2025Q3: 94,596 shares; 2025Q4: 100,808 shares; 2026Q1: 103,047 shares; 2026Q2: 104,922 shares 104,922 $6.34M 2.79% +1,875 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: 56,857 shares; 2024Q4: 59,453 shares; 2025Q1: 64,508 shares; 2025Q2: 65,639 shares; 2025Q3: 66,760 shares; 2025Q4: 69,865 shares; 2026Q1: 70,299 shares; 2026Q2: 71,191 shares 71,191 $6.25M 2.75% +892 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: 21,445 shares; 2024Q4: 18,871 shares; 2025Q1: 17,644 shares; 2025Q2: 17,632 shares; 2025Q3: 15,236 shares; 2025Q4: 15,510 shares; 2026Q1: 16,014 shares; 2026Q2: 16,470 shares 16,470 $6.14M 2.7% +456 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: 17,857 shares; 2024Q4: 17,905 shares; 2025Q1: 16,610 shares; 2025Q2: 16,515 shares; 2025Q3: 16,507 shares; 2025Q4: 17,021 shares; 2026Q1: 17,363 shares; 2026Q2: 17,518 shares 17,518 $6.01M 2.64% +155 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: 3,819 shares; 2024Q4: 3,833 shares; 2025Q1: 4,043 shares; 2025Q2: 4,052 shares; 2025Q3: 4,439 shares; 2025Q4: 4,743 shares; 2026Q1: 4,664 shares; 2026Q2: 4,634 shares 4,634 $5.56M 2.44% -30 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,618 shares; 2024Q4: 19,723 shares; 2025Q1: 20,113 shares; 2025Q2: 19,972 shares; 2025Q3: 20,371 shares; 2025Q4: 21,825 shares; 2026Q1: 22,417 shares; 2026Q2: 22,590 shares 22,590 $5.03M 2.21% +173 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: 42,186 shares; 2024Q4: 42,588 shares; 2025Q1: 43,321 shares; 2025Q2: 43,051 shares; 2025Q3: 49,158 shares; 2025Q4: 56,800 shares; 2026Q1: 59,379 shares; 2026Q2: 60,008 shares 60,008 $4.88M 2.15% +629 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: 22,246 shares; 2024Q4: 22,404 shares; 2025Q1: 24,109 shares; 2025Q2: 24,250 shares; 2025Q3: 25,855 shares; 2025Q4: 27,795 shares; 2026Q1: 29,329 shares; 2026Q2: 30,559 shares 30,559 $4.48M 1.97% +1,230 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,844 shares; 2024Q4: 20,938 shares; 2025Q1: 21,402 shares; 2025Q2: 21,431 shares; 2025Q3: 21,826 shares; 2025Q4: 22,677 shares; 2026Q1: 23,380 shares; 2026Q2: 23,432 shares 23,432 $4.21M 1.85% +52 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: 14,558 shares; 2024Q4: 14,513 shares; 2025Q1: 14,650 shares; 2025Q2: 13,268 shares; 2025Q3: 14,754 shares; 2025Q4: 15,944 shares; 2026Q1: 17,193 shares; 2026Q2: 17,413 shares 17,413 $4.15M 1.83% +220 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: 6,487 shares; 2024Q4: 6,623 shares; 2025Q1: 7,283 shares; 2025Q2: 7,448 shares; 2025Q3: 8,353 shares; 2025Q4: 8,487 shares; 2026Q1: 9,411 shares; 2026Q2: 9,914 shares 9,914 $4.12M 1.81% +503 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,034 shares; 2024Q4: 123,186 shares; 2025Q1: 132,118 shares; 2025Q2: 135,312 shares; 2025Q3: 146,879 shares; 2025Q4: 149,300 shares; 2026Q1: 154,765 shares; 2026Q2: 159,718 shares 159,718 $3.85M 1.69% +4,953 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: 17,495 shares; 2024Q4: 19,076 shares; 2025Q1: 21,144 shares; 2025Q2: 21,857 shares; 2025Q3: 23,498 shares; 2025Q4: 25,693 shares; 2026Q1: 27,080 shares; 2026Q2: 28,167 shares 28,167 $3.81M 1.68% +1,087 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,363 shares; 2024Q4: 8,659 shares; 2025Q1: 9,433 shares; 2025Q2: 9,809 shares; 2025Q3: 10,648 shares; 2025Q4: 11,316 shares; 2026Q1: 12,796 shares; 2026Q2: 18,297 shares 18,297 $3.75M 1.65% +5,501 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: 9,326 shares; 2024Q4: 9,607 shares; 2025Q1: 10,180 shares; 2025Q2: 10,235 shares; 2025Q3: 10,767 shares; 2025Q4: 11,838 shares; 2026Q1: 12,744 shares; 2026Q2: 13,547 shares 13,547 $3.66M 1.61% +803 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,327 shares; 2024Q4: 16,297 shares; 2025Q1: 16,991 shares; 2025Q2: 17,292 shares; 2025Q3: 18,114 shares; 2025Q4: 17,901 shares; 2026Q1: 19,616 shares; 2026Q2: 29,361 shares 29,361 $3.65M 1.61% +9,745 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,277 shares; 2024Q4: 8,369 shares; 2025Q1: 8,867 shares; 2025Q2: 8,840 shares; 2025Q3: 8,803 shares; 2025Q4: 9,444 shares; 2026Q1: 9,694 shares; 2026Q2: 9,961 shares 9,961 $3.51M 1.55% +267 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: 13,823 shares; 2024Q4: 14,639 shares; 2025Q1: 15,069 shares; 2025Q2: 15,076 shares; 2025Q3: 18,425 shares; 2025Q4: 19,623 shares; 2026Q1: 20,225 shares; 2026Q2: 20,644 shares 20,644 $3.42M 1.51% +419 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: 34,597 shares; 2024Q4: 34,447 shares; 2025Q1: 32,027 shares; 2025Q2: 31,659 shares; 2025Q3: 30,282 shares; 2025Q4: 30,847 shares; 2026Q1: 31,496 shares; 2026Q2: 31,675 shares 31,675 $3.28M 1.44% +179 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: 13,490 shares 13,490 $3.02M 1.33% 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: 13,073 shares 13,073 $2.89M 1.27% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,800 shares; 2024Q4: 22,275 shares; 2025Q1: 22,890 shares; 2025Q2: 23,243 shares; 2025Q3: 23,374 shares; 2025Q4: 24,646 shares; 2026Q1: 25,531 shares; 2026Q2: 26,765 shares 26,765 $2.78M 1.22% +1,234 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,377 shares; 2024Q4: 4,693 shares; 2025Q1: 5,438 shares; 2025Q2: 5,358 shares; 2025Q3: 5,185 shares; 2025Q4: 5,203 shares; 2026Q1: 5,219 shares; 2026Q2: 5,377 shares 5,377 $2.74M 1.2% +158 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: 5,442 shares; 2024Q4: 5,325 shares; 2025Q1: 5,691 shares; 2025Q2: 5,756 shares; 2025Q3: 5,696 shares; 2025Q4: 5,918 shares; 2026Q1: 6,239 shares; 2026Q2: 6,291 shares 6,291 $2.68M 1.18% +52 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,377 shares; 2024Q4: 21,977 shares; 2025Q1: 24,362 shares; 2025Q2: 24,797 shares; 2025Q3: 26,692 shares; 2025Q4: 29,208 shares; 2026Q1: 30,517 shares; 2026Q2: 33,471 shares 33,471 $2.62M 1.15% +2,954 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: 8,324 shares; 2024Q4: 8,174 shares; 2025Q1: 8,280 shares; 2025Q2: 8,260 shares; 2025Q3: 7,905 shares; 2025Q4: 8,132 shares; 2026Q1: 8,087 shares; 2026Q2: 7,578 shares 7,578 $2.56M 1.13% -509 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: 20,760 shares; 2024Q4: 20,458 shares; 2025Q1: 20,933 shares; 2025Q2: 20,758 shares; 2025Q3: 15,810 shares; 2025Q4: 16,291 shares; 2026Q1: 15,908 shares; 2026Q2: 16,133 shares 16,133 $2.36M 1.04% +225 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: 6,174 shares; 2024Q4: 6,175 shares; 2025Q1: 6,182 shares; 2025Q2: 6,122 shares; 2025Q3: 6,198 shares; 2025Q4: 6,404 shares; 2026Q1: 6,406 shares; 2026Q2: 6,354 shares 6,354 $2.3M 1.01% -52 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: 17,227 shares; 2024Q4: 17,048 shares; 2025Q1: 17,089 shares; 2025Q2: 17,244 shares; 2025Q3: 17,219 shares; 2025Q4: 17,219 shares; 2026Q1: 16,995 shares; 2026Q2: 17,170 shares 17,170 $2.21M 0.97% +175 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: 17,229 shares; 2024Q4: 68,910 shares; 2025Q1: 69,277 shares; 2025Q2: 68,020 shares; 2025Q3: 66,815 shares; 2025Q4: 61,553 shares; 2026Q1: 61,161 shares; 2026Q2: 61,286 shares 61,286 $2.07M 0.91% +125 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,710 shares; 2025Q1: 2,744 shares; 2025Q2: 3,249 shares; 2025Q3: 3,511 shares; 2025Q4: 3,804 shares; 2026Q1: 3,870 shares; 2026Q2: 3,939 shares 3,939 $2.01M 0.88% +69 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,431 shares; 2024Q4: 5,485 shares; 2025Q1: 5,534 shares; 2025Q2: 5,704 shares; 2025Q3: 5,791 shares; 2025Q4: 5,856 shares; 2026Q1: 5,950 shares; 2026Q2: 6,048 shares 6,048 $1.77M 0.78% +98 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: 17,422 shares; 2024Q4: 52,951 shares; 2025Q1: 53,480 shares; 2025Q2: 52,950 shares; 2025Q3: 51,946 shares; 2025Q4: 52,563 shares; 2026Q1: 52,548 shares; 2026Q2: 52,703 shares 52,703 $1.67M 0.74% +155 Timeline MUNI 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: 12,370 shares; 2024Q4: 13,770 shares; 2025Q1: 16,275 shares; 2025Q2: 18,275 shares; 2025Q3: 20,225 shares; 2025Q4: 20,100 shares; 2026Q1: 20,400 shares; 2026Q2: 20,900 shares 20,900 $1.1M 0.48% +500 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: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,553 shares; 2025Q3: 1,553 shares; 2025Q4: 1,535 shares; 2026Q1: 1,435 shares; 2026Q2: 1,435 shares 1,435 $1.07M 0.47% 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: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,837 shares; 2025Q2: 1,824 shares; 2025Q3: 1,664 shares; 2025Q4: 1,777 shares; 2026Q1: 1,777 shares; 2026Q2: 1,659 shares 1,659 $1.05M 0.46% -118 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,575 shares; 2024Q4: 21,575 shares; 2025Q1: 21,575 shares; 2025Q2: 21,600 shares; 2025Q3: 21,600 shares; 2025Q4: 21,600 shares; 2026Q1: 21,600 shares; 2026Q2: 21,600 shares 21,600 $1.04M 0.46% 0 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: 1,455 shares; 2024Q4: 1,435 shares; 2025Q1: 1,464 shares; 2025Q2: 1,456 shares; 2025Q3: 1,334 shares; 2025Q4: 1,399 shares; 2026Q1: 1,116 shares; 2026Q2: 1,080 shares 1,080 $1.01M 0.44% -36 Timeline SCHZ 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: 17,176 shares; 2024Q4: 35,877 shares; 2025Q1: 37,343 shares; 2025Q2: 39,958 shares; 2025Q3: 39,854 shares; 2025Q4: 41,134 shares; 2026Q1: 41,284 shares; 2026Q2: 39,825 shares 39,825 $921K 0.41% -1,459 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: 2,900 shares; 2024Q4: 2,925 shares; 2025Q1: 3,000 shares; 2025Q2: 3,625 shares; 2025Q3: 4,965 shares; 2025Q4: 4,385 shares; 2026Q1: 4,536 shares; 2026Q2: 4,536 shares 4,536 $908K 0.4% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,406 shares; 2024Q4: 41,653 shares; 2025Q1: 41,712 shares; 2025Q2: 41,836 shares; 2025Q3: 38,742 shares; 2025Q4: 36,133 shares; 2026Q1: 35,528 shares; 2026Q2: 36,851 shares 36,851 $905K 0.4% +1,323 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,096 shares; 2024Q4: 2,116 shares; 2025Q1: 2,130 shares; 2025Q2: 2,136 shares; 2025Q3: 2,086 shares; 2025Q4: 2,061 shares; 2026Q1: 2,053 shares; 2026Q2: 2,001 shares 2,001 $709K 0.31% -52 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: not reported; 2024Q4: 907 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 830 shares; 2026Q2: 830 shares 830 $570K 0.25% 0 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: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,425 shares; 2025Q3: 11,278 shares; 2025Q4: 9,925 shares; 2026Q1: 10,163 shares; 2026Q2: 9,813 shares 9,813 $559K 0.25% -350 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $489K 0.21% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: 1,280 shares; 2026Q2: 1,280 shares 1,280 $474K 0.21% 0 Timeline SCHO 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: 8,906 shares; 2024Q4: 17,952 shares; 2025Q1: 18,092 shares; 2025Q2: 18,417 shares; 2025Q3: 17,347 shares; 2025Q4: 17,606 shares; 2026Q1: 17,831 shares; 2026Q2: 16,807 shares 16,807 $406K 0.18% -1,024 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: 18,163 shares; 2024Q4: 17,173 shares; 2025Q1: 17,694 shares; 2025Q2: 17,184 shares; 2025Q3: 16,918 shares; 2025Q4: 16,919 shares; 2026Q1: 14,163 shares; 2026Q2: 11,566 shares 11,566 $402K 0.18% -2,597 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: 1,125 shares; 2024Q4: not reported; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,520 shares; 2025Q4: 1,103 shares; 2026Q1: 1,103 shares; 2026Q2: 1,003 shares 1,003 $375K 0.16% -100 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: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares; 2026Q1: 2,507 shares; 2026Q2: 2,507 shares 2,507 $372K 0.16% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,074 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $365K 0.16% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $353K 0.16% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,072 shares; 2024Q4: 8,261 shares; 2025Q1: 6,224 shares; 2025Q2: 6,148 shares; 2025Q3: 6,148 shares; 2025Q4: 6,148 shares; 2026Q1: 6,148 shares; 2026Q2: 5,978 shares 5,978 $344K 0.15% -170 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: 3,328 shares; 2024Q4: 3,323 shares; 2025Q1: 3,556 shares; 2025Q2: 3,546 shares; 2025Q3: 3,546 shares; 2025Q4: 3,536 shares; 2026Q1: 3,594 shares; 2026Q2: 3,354 shares 3,354 $323K 0.14% -240 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: 418 shares; 2025Q3: 494 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 263 shares 263 $309K 0.14% -127 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 620 shares 620 $268K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $255K 0.11% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $252K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,725 shares; 2026Q1: 1,797 shares; 2026Q2: 1,807 shares 1,807 $247K 0.11% +10 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: not reported; 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 $220K 0.1% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 883 shares 883 $217K 0.1% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,558 shares; 2025Q1: 6,558 shares; 2025Q2: 5,000 shares; 2025Q3: 6,000 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $216K 0.09% 0 Timeline