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: 153,029 shares; 2024Q4: 154,495 shares; 2025Q1: 157,160 shares; 2025Q2: 157,770 shares; 2025Q3: 157,556 shares; 2025Q4: 156,251 shares; 2026Q1: 157,644 shares; 2026Q2: 158,557 shares 158,557 $109M 14.02% +913 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: 196,457 shares; 2024Q4: 202,512 shares; 2025Q1: 205,593 shares; 2025Q2: 223,290 shares; 2025Q3: 230,412 shares; 2025Q4: 244,785 shares; 2026Q1: 253,783 shares; 2026Q2: 1,051,352 shares 1,051,352 $84.7M 10.91% +797,569 Timeline SPYG 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: 512,409 shares; 2024Q4: 541,456 shares; 2025Q1: 573,700 shares; 2025Q2: 591,043 shares; 2025Q3: 619,161 shares; 2025Q4: 619,961 shares; 2026Q1: 637,452 shares; 2026Q2: 681,977 shares 681,977 $81.1M 10.45% +44,525 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: 577,418 shares; 2024Q4: 577,636 shares; 2025Q1: 581,149 shares; 2025Q2: 581,186 shares; 2025Q3: 581,363 shares; 2025Q4: 570,356 shares; 2026Q1: 566,951 shares; 2026Q2: 559,953 shares 559,953 $77M 9.92% -6,998 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: 333,317 shares; 2024Q4: 349,064 shares; 2025Q1: 369,132 shares; 2025Q2: 374,936 shares; 2025Q3: 395,955 shares; 2025Q4: 410,625 shares; 2026Q1: 418,893 shares; 2026Q2: 416,780 shares 416,780 $61.8M 7.96% -2,113 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: 298,836 shares; 2024Q4: 321,015 shares; 2025Q1: 387,151 shares; 2025Q2: 425,431 shares; 2025Q3: 493,599 shares; 2025Q4: 515,236 shares; 2026Q1: 574,475 shares; 2026Q2: 621,712 shares 621,712 $44.3M 5.7% +47,237 Timeline SPYV 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: 314,976 shares; 2024Q4: 348,660 shares; 2025Q1: 370,016 shares; 2025Q2: 386,944 shares; 2025Q3: 399,756 shares; 2025Q4: 408,444 shares; 2026Q1: 416,949 shares; 2026Q2: 430,513 shares 430,513 $26.2M 3.37% +13,564 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: 36,299 shares; 2024Q4: 44,407 shares; 2025Q1: 52,397 shares; 2025Q2: 51,370 shares; 2025Q3: 185,767 shares; 2025Q4: 346,113 shares; 2026Q1: 360,108 shares; 2026Q2: 375,224 shares 375,224 $22.4M 2.88% +15,116 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: 93,845 shares; 2024Q4: 94,714 shares; 2025Q1: 97,730 shares; 2025Q2: 98,587 shares; 2025Q3: 97,059 shares; 2025Q4: 99,698 shares; 2026Q1: 99,931 shares; 2026Q2: 97,076 shares 97,076 $22M 2.84% -2,855 Timeline SPSM 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: 70,240 shares; 2024Q4: 70,442 shares; 2025Q1: 76,201 shares; 2025Q2: 74,690 shares; 2025Q3: 72,484 shares; 2025Q4: 227,746 shares; 2026Q1: 251,695 shares; 2026Q2: 296,937 shares 296,937 $17.1M 2.21% +45,242 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: 51,890 shares; 2024Q4: 50,969 shares; 2025Q1: 51,147 shares; 2025Q2: 51,967 shares; 2025Q3: 52,306 shares; 2025Q4: 51,254 shares; 2026Q1: 51,851 shares; 2026Q2: 51,307 shares 51,307 $15.4M 1.99% -544 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,463 shares; 2025Q1: 26,452 shares; 2025Q2: 26,924 shares; 2025Q3: 29,982 shares; 2025Q4: 33,934 shares; 2026Q1: 49,553 shares; 2026Q2: 328,419 shares 328,419 $15M 1.93% +278,866 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,838 shares; 2024Q4: 76,258 shares; 2025Q1: 106,674 shares; 2025Q2: 124,425 shares; 2025Q3: 124,715 shares; 2025Q4: 128,041 shares; 2026Q1: 131,306 shares; 2026Q2: 130,813 shares 130,813 $14.6M 1.88% -493 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: 82,981 shares; 2024Q4: 86,692 shares; 2025Q1: 85,047 shares; 2025Q2: 81,010 shares; 2025Q3: 79,810 shares; 2025Q4: 80,014 shares; 2026Q1: 76,387 shares; 2026Q2: 74,987 shares 74,987 $12.1M 1.56% -1,400 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 106,054 shares; 2025Q4: 281,216 shares; 2026Q1: 297,548 shares; 2026Q2: 300,157 shares 300,157 $11.2M 1.45% +2,609 Timeline FIXT TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265,257 shares 265,257 $10M 1.29% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,359 shares; 2024Q4: 92,023 shares; 2025Q1: 131,968 shares; 2025Q2: 140,183 shares; 2025Q3: 149,522 shares; 2025Q4: 156,180 shares; 2026Q1: 171,163 shares; 2026Q2: 217,999 shares 217,999 $9.92M 1.28% +46,836 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: 16,598 shares; 2024Q4: 17,386 shares; 2025Q1: 18,875 shares; 2025Q2: 19,646 shares; 2025Q3: 20,076 shares; 2025Q4: 20,047 shares; 2026Q1: 20,695 shares; 2026Q2: 21,090 shares 21,090 $7.8M 1.01% +395 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: 17,293 shares; 2024Q4: 16,790 shares; 2025Q1: 16,790 shares; 2025Q2: 19,926 shares; 2025Q3: 22,276 shares; 2025Q4: 21,797 shares; 2026Q1: 19,928 shares; 2026Q2: 22,462 shares 22,462 $6.5M 0.84% +2,534 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,825 shares; 2024Q4: 68,838 shares; 2025Q1: 68,838 shares; 2025Q2: 68,838 shares; 2025Q3: 68,825 shares; 2025Q4: 68,825 shares; 2026Q1: 68,825 shares; 2026Q2: 68,825 shares 68,825 $5.27M 0.68% 0 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: 10,374 shares; 2024Q4: 10,374 shares; 2025Q1: 10,374 shares; 2025Q2: 10,390 shares; 2025Q3: 10,390 shares; 2025Q4: 10,390 shares; 2026Q1: 10,390 shares; 2026Q2: 41,560 shares 41,560 $5.16M 0.66% +31,170 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: 12,286 shares; 2024Q4: 12,156 shares; 2025Q1: 12,185 shares; 2025Q2: 12,069 shares; 2025Q3: 11,732 shares; 2025Q4: 27,156 shares; 2026Q1: 25,127 shares; 2026Q2: 25,330 shares 25,330 $5.01M 0.64% +203 Timeline VT 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: 38,335 shares; 2024Q4: 29,463 shares; 2025Q1: 25,500 shares; 2025Q2: 25,287 shares; 2025Q3: 25,310 shares; 2025Q4: 27,273 shares; 2026Q1: 28,480 shares; 2026Q2: 28,625 shares 28,625 $4.49M 0.58% +145 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,961 shares; 2024Q4: 69,033 shares; 2025Q1: 73,044 shares; 2025Q2: 73,044 shares; 2025Q3: 72,046 shares; 2025Q4: 71,477 shares; 2026Q1: 75,669 shares; 2026Q2: 73,350 shares 73,350 $4.28M 0.55% -2,319 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: 4,654 shares; 2024Q4: 4,665 shares; 2025Q1: 5,175 shares; 2025Q2: 5,774 shares; 2025Q3: 6,273 shares; 2025Q4: 7,013 shares; 2026Q1: 6,152 shares; 2026Q2: 7,101 shares 7,101 $4M 0.52% +949 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: 13,732 shares; 2024Q4: 13,639 shares; 2025Q1: 13,589 shares; 2025Q2: 13,589 shares; 2025Q3: 13,589 shares; 2025Q4: 13,497 shares; 2026Q1: 13,497 shares; 2026Q2: 13,847 shares 13,847 $3.86M 0.5% +350 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: 11,645 shares; 2024Q4: 11,645 shares; 2025Q1: 11,645 shares; 2025Q2: 11,645 shares; 2025Q3: 11,795 shares; 2025Q4: 11,795 shares; 2026Q1: 10,286 shares; 2026Q2: 10,286 shares 10,286 $3.76M 0.48% 0 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: 11,158 shares; 2024Q4: 11,544 shares; 2025Q1: 11,417 shares; 2025Q2: 11,300 shares; 2025Q3: 11,486 shares; 2025Q4: 12,055 shares; 2026Q1: 12,129 shares; 2026Q2: 12,200 shares 12,200 $3.74M 0.48% +71 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,590 shares; 2024Q4: 5,649 shares; 2025Q1: 7,485 shares; 2025Q2: 7,343 shares; 2025Q3: 7,412 shares; 2025Q4: 7,439 shares; 2026Q1: 4,476 shares; 2026Q2: 4,510 shares 4,510 $3.38M 0.43% +34 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,261 shares; 2024Q4: 48,446 shares; 2025Q1: 48,726 shares; 2025Q2: 53,107 shares; 2025Q3: 54,935 shares; 2025Q4: 60,854 shares; 2026Q1: 61,746 shares; 2026Q2: 62,225 shares 62,225 $3.24M 0.42% +479 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,955 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares; 2026Q2: 2,798 shares 2,798 $3.23M 0.42% -57 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,930 shares; 2026Q1: 30,260 shares; 2026Q2: 38,225 shares 38,225 $2.98M 0.38% +7,965 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: 11,005 shares; 2024Q4: 11,005 shares; 2025Q1: 11,184 shares; 2025Q2: 11,184 shares; 2025Q3: 11,234 shares; 2025Q4: 11,295 shares; 2026Q1: 11,295 shares; 2026Q2: 11,295 shares 11,295 $2.74M 0.35% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,173 shares; 2024Q4: 24,978 shares; 2025Q1: 26,026 shares; 2025Q2: 26,670 shares; 2025Q3: 28,368 shares; 2025Q4: 30,065 shares; 2026Q1: 30,252 shares; 2026Q2: 30,133 shares 30,133 $2.58M 0.33% -119 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: 9,750 shares; 2024Q4: 9,930 shares; 2025Q1: 9,375 shares; 2025Q2: 14,476 shares; 2025Q3: 11,800 shares; 2025Q4: 11,897 shares; 2026Q1: 11,562 shares; 2026Q2: 12,012 shares 12,012 $2.4M 0.31% +450 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,547 shares; 2024Q4: 35,401 shares; 2025Q1: 43,785 shares; 2025Q2: 44,787 shares; 2025Q3: 47,102 shares; 2025Q4: 49,406 shares; 2026Q1: 52,068 shares; 2026Q2: 57,746 shares 57,746 $2.39M 0.31% +5,678 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: 10,557 shares; 2024Q4: 10,794 shares; 2025Q1: 9,694 shares; 2025Q2: 8,394 shares; 2025Q3: 7,094 shares; 2025Q4: 7,390 shares; 2026Q1: 6,390 shares; 2026Q2: 4,640 shares 4,640 $2.3M 0.3% -1,750 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,383 shares; 2026Q2: 91,324 shares 91,324 $2.28M 0.29% +1,941 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: 4,513 shares; 2024Q4: 4,504 shares; 2025Q1: 4,488 shares; 2025Q2: 4,767 shares; 2025Q3: 4,902 shares; 2025Q4: 5,090 shares; 2026Q1: 4,789 shares; 2026Q2: 4,881 shares 4,881 $2.03M 0.26% +92 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: 18,772 shares; 2024Q4: 22,360 shares; 2025Q1: 21,314 shares; 2025Q2: 23,791 shares; 2025Q3: 17,766 shares; 2025Q4: 17,544 shares; 2026Q1: 16,402 shares; 2026Q2: 14,502 shares 14,502 $2.02M 0.26% -1,900 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: 2,981 shares; 2024Q4: 3,341 shares; 2025Q1: 3,772 shares; 2025Q2: 4,403 shares; 2025Q3: 3,724 shares; 2025Q4: 3,714 shares; 2026Q1: 3,714 shares; 2026Q2: 3,465 shares 3,465 $2.01M 0.26% -249 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: 4,480 shares; 2024Q4: 4,515 shares; 2025Q1: 4,515 shares; 2025Q2: 6,677 shares; 2025Q3: 6,547 shares; 2025Q4: 5,588 shares; 2026Q1: 5,588 shares; 2026Q2: 5,588 shares 5,588 $1.97M 0.25% 0 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: 7,498 shares; 2024Q4: 7,445 shares; 2025Q1: 7,411 shares; 2025Q2: 7,411 shares; 2025Q3: 9,053 shares; 2025Q4: 9,053 shares; 2026Q1: 8,901 shares; 2026Q2: 8,859 shares 8,859 $1.96M 0.25% -42 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: 7,894 shares; 2024Q4: 7,533 shares; 2025Q1: 7,533 shares; 2025Q2: 10,346 shares; 2025Q3: 9,787 shares; 2025Q4: 7,870 shares; 2026Q1: 7,973 shares; 2026Q2: 8,196 shares 8,196 $1.95M 0.25% +223 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: 16,683 shares; 2024Q4: 16,683 shares; 2025Q1: 25,136 shares; 2025Q2: 23,305 shares; 2025Q3: 23,984 shares; 2025Q4: 24,195 shares; 2026Q1: 24,274 shares; 2026Q2: 24,469 shares 24,469 $1.89M 0.24% +195 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: 3,686 shares; 2024Q4: 3,699 shares; 2025Q1: 3,732 shares; 2025Q2: 4,853 shares; 2025Q3: 4,411 shares; 2025Q4: 4,411 shares; 2026Q1: 4,053 shares; 2026Q2: 4,788 shares 4,788 $1.79M 0.23% +735 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,681 shares; 2024Q4: 32,681 shares; 2025Q1: 32,681 shares; 2025Q2: 32,681 shares; 2025Q3: 32,681 shares; 2025Q4: 32,681 shares; 2026Q1: 32,681 shares; 2026Q2: 32,681 shares 32,681 $1.75M 0.23% 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: 5,059 shares; 2024Q4: 4,863 shares; 2025Q1: 4,698 shares; 2025Q2: 4,626 shares; 2025Q3: 4,330 shares; 2025Q4: 4,353 shares; 2026Q1: 4,260 shares; 2026Q2: 4,308 shares 4,308 $1.7M 0.22% +48 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,235 shares; 2025Q3: 4,874 shares; 2025Q4: 6,352 shares; 2026Q1: 6,352 shares; 2026Q2: 5,666 shares 5,666 $1.69M 0.22% -686 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 3,910 shares; 2025Q1: 3,910 shares; 2025Q2: 3,859 shares; 2025Q3: 3,859 shares; 2025Q4: 3,666 shares; 2026Q1: 3,666 shares; 2026Q2: 3,666 shares 3,666 $1.56M 0.2% 0 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: 3,849 shares; 2024Q4: 3,843 shares; 2025Q1: 3,843 shares; 2025Q2: 4,244 shares; 2025Q3: 4,216 shares; 2025Q4: 4,216 shares; 2026Q1: 4,217 shares; 2026Q2: 4,223 shares 4,223 $1.51M 0.19% +6 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: 10,911 shares; 2024Q4: 12,711 shares; 2025Q1: 12,680 shares; 2025Q2: 12,988 shares; 2025Q3: 13,543 shares; 2025Q4: 14,481 shares; 2026Q1: 15,595 shares; 2026Q2: 18,355 shares 18,355 $1.35M 0.17% +2,760 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,441 shares; 2024Q4: 22,559 shares; 2025Q1: 22,631 shares; 2025Q2: 20,470 shares; 2025Q3: 16,085 shares; 2025Q4: 15,869 shares; 2026Q1: 15,677 shares; 2026Q2: 15,630 shares 15,630 $1.21M 0.16% -47 Timeline VSS 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: 8,778 shares; 2024Q4: 9,432 shares; 2025Q1: 5,411 shares; 2025Q2: 5,323 shares; 2025Q3: 5,324 shares; 2025Q4: 7,458 shares; 2026Q1: 7,340 shares; 2026Q2: 7,707 shares 7,707 $1.19M 0.15% +367 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,334 shares; 2024Q4: 61,348 shares; 2025Q1: 61,348 shares; 2025Q2: 61,348 shares; 2025Q3: 59,334 shares; 2025Q4: 58,287 shares; 2026Q1: 55,287 shares; 2026Q2: 46,887 shares 46,887 $1.16M 0.15% -8,400 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: 1,728 shares; 2024Q4: 5,572 shares; 2025Q1: 5,532 shares; 2025Q2: 10,572 shares; 2025Q3: 11,077 shares; 2025Q4: 11,138 shares; 2026Q1: 10,749 shares; 2026Q2: 8,378 shares 8,378 $1.09M 0.14% -2,371 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: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 3,784 shares; 2025Q3: 3,048 shares; 2025Q4: 2,906 shares; 2026Q1: 2,951 shares; 2026Q2: 2,867 shares 2,867 $1.08M 0.14% -84 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: 2,987 shares; 2024Q4: 3,002 shares; 2025Q1: 3,002 shares; 2025Q2: 3,576 shares; 2025Q3: 3,097 shares; 2025Q4: 3,140 shares; 2026Q1: 3,135 shares; 2026Q2: 3,150 shares 3,150 $1.03M 0.13% +15 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,707 shares; 2026Q1: 18,921 shares; 2026Q2: 29,129 shares 29,129 $1.01M 0.13% +10,208 Timeline IXUS 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: 7,345 shares; 2025Q2: 7,873 shares; 2025Q3: 8,107 shares; 2025Q4: 9,208 shares; 2026Q1: 10,095 shares; 2026Q2: 10,130 shares 10,130 $967K 0.12% +35 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: 627 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 779 shares; 2025Q3: 763 shares; 2025Q4: 755 shares; 2026Q1: 795 shares; 2026Q2: 797 shares 797 $956K 0.12% +2 Timeline EFG 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: 2,179 shares; 2025Q1: not reported; 2025Q2: 1,834 shares; 2025Q3: 1,834 shares; 2025Q4: 6,078 shares; 2026Q1: 7,006 shares; 2026Q2: 6,805 shares 6,805 $847K 0.11% -201 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: 764 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 786 shares; 2025Q3: 757 shares; 2025Q4: 759 shares; 2026Q1: 763 shares; 2026Q2: 858 shares 858 $803K 0.1% +95 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: 711 shares; 2024Q4: 711 shares; 2025Q1: 765 shares; 2025Q2: 859 shares; 2025Q3: 1,027 shares; 2025Q4: 1,022 shares; 2026Q1: 1,035 shares; 2026Q2: 1,037 shares 1,037 $774K 0.1% +2 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 704 shares; 2025Q4: 704 shares; 2026Q1: 704 shares; 2026Q2: 704 shares 704 $750K 0.1% 0 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: 4,986 shares; 2024Q4: 4,986 shares; 2025Q1: 6,610 shares; 2025Q2: 6,610 shares; 2025Q3: 6,610 shares; 2025Q4: 6,610 shares; 2026Q1: 6,610 shares; 2026Q2: 6,610 shares 6,610 $729K 0.09% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,594 shares; 2024Q4: 8,613 shares; 2025Q1: 8,613 shares; 2025Q2: 8,899 shares; 2025Q3: 7,777 shares; 2025Q4: 7,802 shares; 2026Q1: 7,579 shares; 2026Q2: 8,142 shares 8,142 $673K 0.09% +563 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: 2,994 shares; 2024Q4: 2,995 shares; 2025Q1: 2,995 shares; 2025Q2: 2,994 shares; 2025Q3: 2,994 shares; 2025Q4: 2,994 shares; 2026Q1: 2,994 shares; 2026Q2: 2,994 shares 2,994 $652K 0.08% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares; 2026Q1: 1,695 shares; 2026Q2: 1,472 shares 1,472 $638K 0.08% -223 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: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 1,156 shares; 2025Q4: 1,188 shares; 2026Q1: 1,191 shares; 2026Q2: 7,338 shares 7,338 $632K 0.08% +6,147 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN 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: 1,828 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares; 2026Q1: 1,808 shares; 2026Q2: 3,553 shares 3,553 $599K 0.08% +1,745 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: 584 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 1,013 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 661 shares; 2026Q2: 4,952 shares 4,952 $592K 0.08% +4,291 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: 1,352 shares; 2025Q3: 1,206 shares; 2025Q4: 1,206 shares; 2026Q1: 1,206 shares; 2026Q2: 1,206 shares 1,206 $576K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 876 shares; 2025Q3: 1,092 shares; 2025Q4: 1,117 shares; 2026Q1: 1,350 shares; 2026Q2: 1,342 shares 1,342 $565K 0.07% -8 Timeline SLYV 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: 4,829 shares; 2024Q4: 4,829 shares; 2025Q1: 4,829 shares; 2025Q2: 4,829 shares; 2025Q3: 4,829 shares; 2025Q4: 4,829 shares; 2026Q1: 4,829 shares; 2026Q2: 4,829 shares 4,829 $527K 0.07% 0 Timeline MINT 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: 4,983 shares; 2024Q4: 4,319 shares; 2025Q1: 4,319 shares; 2025Q2: 4,319 shares; 2025Q3: 4,319 shares; 2025Q4: 4,449 shares; 2026Q1: 4,449 shares; 2026Q2: 5,194 shares 5,194 $524K 0.07% +745 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 884 shares; 2026Q2: 1,040 shares 1,040 $511K 0.07% +156 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,442 shares; 2024Q4: 5,358 shares; 2025Q1: 5,358 shares; 2025Q2: 5,898 shares; 2025Q3: 5,754 shares; 2025Q4: 5,754 shares; 2026Q1: 4,393 shares; 2026Q2: 4,402 shares 4,402 $499K 0.06% +9 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,183 shares; 2024Q4: 5,149 shares; 2025Q1: 5,149 shares; 2025Q2: 5,149 shares; 2025Q3: 5,149 shares; 2025Q4: 5,149 shares; 2026Q1: 5,076 shares; 2026Q2: 5,076 shares 5,076 $475K 0.06% 0 Timeline SGOV 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: 2,127 shares; 2025Q3: 2,831 shares; 2025Q4: 2,831 shares; 2026Q1: 2,612 shares; 2026Q2: 4,721 shares 4,721 $475K 0.06% +2,109 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,901 shares; 2024Q4: 1,913 shares; 2025Q1: 1,913 shares; 2025Q2: 2,302 shares; 2025Q3: 2,149 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares; 2026Q2: 3,209 shares 3,209 $470K 0.06% +1,035 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,615 shares; 2025Q3: 5,588 shares; 2025Q4: 5,599 shares; 2026Q1: 5,599 shares; 2026Q2: 5,588 shares 5,588 $463K 0.06% -11 Timeline TMSL 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: 10,271 shares; 2026Q2: 10,516 shares 10,516 $461K 0.06% +245 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,294 shares; 2024Q4: 12,813 shares; 2025Q1: 12,229 shares; 2025Q2: 10,629 shares; 2025Q3: 10,629 shares; 2025Q4: 9,772 shares; 2026Q1: 8,897 shares; 2026Q2: 9,450 shares 9,450 $458K 0.06% +553 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,552 shares; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 1,467 shares; 2026Q2: 1,407 shares 1,407 $447K 0.06% -60 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: 1,375 shares; 2024Q4: 1,384 shares; 2025Q1: 1,384 shares; 2025Q2: 1,419 shares; 2025Q3: 1,447 shares; 2025Q4: 1,289 shares; 2026Q1: 881 shares; 2026Q2: 881 shares 881 $441K 0.06% 0 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: 1,418 shares; 2024Q4: 1,429 shares; 2025Q1: 1,332 shares; 2025Q2: not reported; 2025Q3: 1,095 shares; 2025Q4: 1,195 shares; 2026Q1: 1,656 shares; 2026Q2: 1,656 shares 1,656 $421K 0.05% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares; 2026Q2: 1,156 shares 1,156 $417K 0.05% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,227 shares; 2024Q4: 1,318 shares; 2025Q1: 1,323 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares; 2026Q2: 1,323 shares 1,323 $401K 0.05% 0 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: 716 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 860 shares; 2025Q3: 819 shares; 2025Q4: 819 shares; 2026Q1: 819 shares; 2026Q2: 1,119 shares 1,119 $395K 0.05% +300 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: 969 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 1,071 shares; 2026Q2: 1,071 shares 1,071 $395K 0.05% 0 Timeline BIV 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: 5,582 shares; 2024Q4: 5,217 shares; 2025Q1: 4,687 shares; 2025Q2: 4,687 shares; 2025Q3: 4,621 shares; 2025Q4: 4,621 shares; 2026Q1: 4,621 shares; 2026Q2: 5,038 shares 5,038 $386K 0.05% +417 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,106 shares; 2024Q4: 2,118 shares; 2025Q1: 2,118 shares; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,121 shares; 2026Q1: 2,118 shares; 2026Q2: 2,118 shares 2,118 $383K 0.05% 0 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: 511 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 626 shares; 2025Q3: 508 shares; 2025Q4: 513 shares; 2026Q1: 512 shares; 2026Q2: 514 shares 514 $379K 0.05% +2 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: 2,773 shares; 2024Q4: 2,721 shares; 2025Q1: 2,721 shares; 2025Q2: 3,054 shares; 2025Q3: 2,921 shares; 2025Q4: 2,734 shares; 2026Q1: 2,734 shares; 2026Q2: 2,734 shares 2,734 $374K 0.05% 0 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: 14,474 shares; 2024Q4: 13,072 shares; 2025Q1: 13,072 shares; 2025Q2: 12,688 shares; 2025Q3: 12,482 shares; 2025Q4: 10,867 shares; 2026Q1: 10,773 shares; 2026Q2: 10,321 shares 10,321 $359K 0.05% -452 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,253 shares 10,253 $338K 0.04% 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: 903 shares; 2026Q1: 903 shares; 2026Q2: 903 shares 903 $327K 0.04% 0 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: 5,769 shares; 2024Q4: 5,025 shares; 2025Q1: not reported; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 2,963 shares; 2026Q1: 2,963 shares; 2026Q2: 2,963 shares 2,963 $324K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,740 shares; 2026Q1: 2,732 shares; 2026Q2: 2,747 shares 2,747 $323K 0.04% +15 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: not reported; 2025Q1: 1,074 shares; 2025Q2: 1,161 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 1,274 shares; 2026Q2: 1,274 shares 1,274 $321K 0.04% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $317K 0.04% new 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: 1,774 shares; 2024Q4: 1,774 shares; 2025Q1: 1,774 shares; 2025Q2: 1,974 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares; 2026Q2: 1,974 shares 1,974 $313K 0.04% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,812 shares; 2025Q4: 1,318 shares; 2026Q1: 1,318 shares; 2026Q2: 1,318 shares 1,318 $312K 0.04% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,727 shares; 2024Q4: 5,727 shares; 2025Q1: 5,727 shares; 2025Q2: 5,727 shares; 2025Q3: 5,727 shares; 2025Q4: 5,727 shares; 2026Q1: 5,727 shares; 2026Q2: 5,766 shares 5,766 $309K 0.04% +39 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 990 shares 990 $300K 0.04% 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: 861 shares 861 $294K 0.04% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 842 shares; 2025Q1: 842 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $290K 0.04% 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: 1,181 shares; 2024Q4: 1,181 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares; 2025Q4: 1,181 shares; 2026Q1: 1,181 shares; 2026Q2: 1,181 shares 1,181 $287K 0.04% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,638 shares; 2024Q4: 4,638 shares; 2025Q1: 4,094 shares; 2025Q2: 4,094 shares; 2025Q3: 4,094 shares; 2025Q4: 4,094 shares; 2026Q1: 4,094 shares; 2026Q2: 4,094 shares 4,094 $286K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 854 shares; 2025Q3: 804 shares; 2025Q4: 804 shares; 2026Q1: 801 shares; 2026Q2: 801 shares 801 $275K 0.04% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 3,531 shares; 2025Q1: 3,531 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares; 2026Q2: 3,750 shares 3,750 $269K 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,987 shares; 2025Q3: 3,073 shares; 2025Q4: 3,073 shares; 2026Q1: 3,073 shares; 2026Q2: 3,073 shares 3,073 $257K 0.03% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 698 shares; 2025Q3: 495 shares; 2025Q4: 510 shares; 2026Q1: 509 shares; 2026Q2: 500 shares 500 $257K 0.03% -9 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 660 shares 660 $247K 0.03% new Timeline AGG 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: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,237 shares; 2025Q4: 2,237 shares; 2026Q1: 2,390 shares; 2026Q2: 2,390 shares 2,390 $237K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,128 shares; 2026Q2: 4,428 shares 4,428 $235K 0.03% +300 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: 762 shares 762 $227K 0.03% new 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: not reported; 2026Q1: not reported; 2026Q2: 1,596 shares 1,596 $223K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,721 shares; 2026Q1: 2,721 shares; 2026Q2: 2,721 shares 2,721 $218K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: 1,292 shares; 2025Q4: not reported; 2026Q1: 1,304 shares; 2026Q2: 1,316 shares 1,316 $218K 0.03% +12 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER 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: 2,908 shares 2,908 $210K 0.03% 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: 904 shares; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 887 shares; 2025Q4: 1,774 shares; 2026Q1: not reported; 2026Q2: 1,774 shares 1,774 $208K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 318 shares 318 $204K 0.03% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 504 shares 504 $200K 0.03% new Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,173 shares; 2025Q1: 13,173 shares; 2025Q2: 13,173 shares; 2025Q3: 13,173 shares; 2025Q4: 13,173 shares; 2026Q1: 13,173 shares; 2026Q2: 13,173 shares 13,173 $19.2K <0.01% 0 Timeline