IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 136,538 shares; 2025Q1: 137,869 shares; 2025Q2: 135,067 shares; 2025Q3: 142,868 shares; 2025Q4: 143,378 shares; 2026Q1: 159,382 shares; 2026Q2: 159,029 shares 159,029 $15.4M 8.25% -353 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: not loaded; 2024Q4: 21,859 shares; 2025Q1: 23,247 shares; 2025Q2: 24,723 shares; 2025Q3: 26,703 shares; 2025Q4: 27,711 shares; 2026Q1: 27,485 shares; 2026Q2: 27,212 shares 27,212 $7.87M 4.23% -273 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 88,620 shares; 2025Q1: 87,869 shares; 2025Q2: 88,139 shares; 2025Q3: 95,064 shares; 2025Q4: 94,162 shares; 2026Q1: 96,605 shares; 2026Q2: 95,123 shares 95,123 $7.33M 3.94% -1,482 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: not loaded; 2024Q4: 17,404 shares; 2025Q1: 18,652 shares; 2025Q2: 19,919 shares; 2025Q3: 21,609 shares; 2025Q4: 20,771 shares; 2026Q1: 19,576 shares; 2026Q2: 19,207 shares 19,207 $6.86M 3.69% -369 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 loaded; 2024Q4: 48,179 shares; 2025Q1: 49,551 shares; 2025Q2: 71,625 shares; 2025Q3: 59,906 shares; 2025Q4: 60,184 shares; 2026Q1: 72,055 shares; 2026Q2: 72,725 shares 72,725 $6.02M 3.24% +670 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: not loaded; 2024Q4: 23,550 shares; 2025Q1: 25,381 shares; 2025Q2: 26,483 shares; 2025Q3: 28,148 shares; 2025Q4: 29,555 shares; 2026Q1: 31,051 shares; 2026Q2: 29,923 shares 29,923 $5.99M 3.22% -1,128 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: not loaded; 2024Q4: 10,775 shares; 2025Q1: 11,766 shares; 2025Q2: 12,342 shares; 2025Q3: 13,392 shares; 2025Q4: 13,901 shares; 2026Q1: 14,951 shares; 2026Q2: 14,926 shares 14,926 $5.57M 2.99% -25 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: not loaded; 2024Q4: 6,163 shares; 2025Q1: 6,340 shares; 2025Q2: 6,481 shares; 2025Q3: 6,579 shares; 2025Q4: 6,816 shares; 2026Q1: 7,134 shares; 2026Q2: 7,083 shares 7,083 $5.3M 2.85% -51 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: not loaded; 2024Q4: 14,455 shares; 2025Q1: 15,525 shares; 2025Q2: 16,671 shares; 2025Q3: 18,094 shares; 2025Q4: 18,979 shares; 2026Q1: 19,668 shares; 2026Q2: 19,310 shares 19,310 $4.6M 2.47% -358 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: not loaded; 2024Q4: 3,621 shares; 2025Q1: 4,326 shares; 2025Q2: 5,183 shares; 2025Q3: 7,294 shares; 2025Q4: 7,646 shares; 2026Q1: 9,649 shares; 2026Q2: 9,577 shares 9,577 $3.62M 1.94% -72 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: not loaded; 2024Q4: 32,022 shares; 2025Q1: 31,992 shares; 2025Q2: 31,992 shares; 2025Q3: 31,992 shares; 2025Q4: 31,992 shares; 2026Q1: 32,353 shares; 2026Q2: 32,332 shares 32,332 $3.36M 1.8% -21 Timeline VGSH 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: not loaded; 2024Q4: 52,803 shares; 2025Q1: 52,047 shares; 2025Q2: 55,579 shares; 2025Q3: 56,376 shares; 2025Q4: 53,921 shares; 2026Q1: 55,318 shares; 2026Q2: 55,828 shares 55,828 $3.25M 1.75% +510 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: not loaded; 2024Q4: 5,981 shares; 2025Q1: 6,075 shares; 2025Q2: 6,148 shares; 2025Q3: 6,708 shares; 2025Q4: 7,110 shares; 2026Q1: 7,400 shares; 2026Q2: 8,399 shares 8,399 $2.75M 1.48% +999 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 loaded; 2024Q4: 8,610 shares; 2025Q1: 9,336 shares; 2025Q2: 9,031 shares; 2025Q3: 9,031 shares; 2025Q4: 12,411 shares; 2026Q1: 37,554 shares; 2026Q2: 37,292 shares 37,292 $2.74M 1.47% -262 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: not loaded; 2024Q4: 14,627 shares; 2025Q1: 14,731 shares; 2025Q2: 15,476 shares; 2025Q3: 15,425 shares; 2025Q4: 15,425 shares; 2026Q1: 17,657 shares; 2026Q2: 18,131 shares 18,131 $2.69M 1.44% +474 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 loaded; 2024Q4: not reported; 2025Q1: 3,119 shares; 2025Q2: 8,324 shares; 2025Q3: 8,454 shares; 2025Q4: 8,514 shares; 2026Q1: 8,709 shares; 2026Q2: 8,669 shares 8,669 $2.58M 1.39% -40 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 loaded; 2024Q4: 1,660 shares; 2025Q1: 1,658 shares; 2025Q2: 1,981 shares; 2025Q3: 2,257 shares; 2025Q4: 2,186 shares; 2026Q1: 2,309 shares; 2026Q2: 2,235 shares 2,235 $2.38M 1.28% -74 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 loaded; 2024Q4: 6,225 shares; 2025Q1: 6,229 shares; 2025Q2: 6,326 shares; 2025Q3: 6,662 shares; 2025Q4: 6,738 shares; 2026Q1: 6,845 shares; 2026Q2: 6,694 shares 6,694 $2.3M 1.23% -151 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: not loaded; 2024Q4: 39,726 shares; 2025Q1: 39,065 shares; 2025Q2: 37,827 shares; 2025Q3: 37,472 shares; 2025Q4: 37,194 shares; 2026Q1: 36,914 shares; 2026Q2: 36,494 shares 36,494 $2.18M 1.17% -420 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: not loaded; 2024Q4: 7,428 shares; 2025Q1: 7,406 shares; 2025Q2: 7,381 shares; 2025Q3: 7,632 shares; 2025Q4: 7,632 shares; 2026Q1: 7,769 shares; 2026Q2: 26,116 shares 26,116 $2.1M 1.13% +18,347 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: not loaded; 2024Q4: 9,948 shares; 2025Q1: 11,599 shares; 2025Q2: 12,961 shares; 2025Q3: 15,446 shares; 2025Q4: 15,535 shares; 2026Q1: 15,845 shares; 2026Q2: 15,578 shares 15,578 $2M 1.08% -267 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: not loaded; 2024Q4: 35,218 shares; 2025Q1: 35,218 shares; 2025Q2: 35,218 shares; 2025Q3: 35,436 shares; 2025Q4: 35,436 shares; 2026Q1: 37,535 shares; 2026Q2: 82,202 shares 82,202 $1.98M 1.07% +44,667 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,069 shares; 2025Q1: 8,672 shares; 2025Q2: 8,625 shares; 2025Q3: 8,215 shares; 2025Q4: 8,536 shares; 2026Q1: 7,427 shares; 2026Q2: 7,365 shares 7,365 $1.87M 1% -62 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: not loaded; 2024Q4: 13,215 shares; 2025Q1: 13,215 shares; 2025Q2: 13,365 shares; 2025Q3: 13,365 shares; 2025Q4: 13,365 shares; 2026Q1: 13,365 shares; 2026Q2: 13,365 shares 13,365 $1.84M 0.99% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,169 shares; 2025Q1: 2,267 shares; 2025Q2: 2,320 shares; 2025Q3: 2,417 shares; 2025Q4: 2,611 shares; 2026Q1: 2,830 shares; 2026Q2: 3,211 shares 3,211 $1.81M 0.97% +381 Timeline VGIT 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: not loaded; 2024Q4: 30,933 shares; 2025Q1: 31,272 shares; 2025Q2: 33,814 shares; 2025Q3: 35,625 shares; 2025Q4: 34,082 shares; 2026Q1: 30,462 shares; 2026Q2: 30,652 shares 30,652 $1.81M 0.97% +190 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 loaded; 2024Q4: 2,266 shares; 2025Q1: 2,668 shares; 2025Q2: 3,597 shares; 2025Q3: 3,825 shares; 2025Q4: 3,961 shares; 2026Q1: 4,324 shares; 2026Q2: 4,237 shares 4,237 $1.78M 0.96% -87 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: not loaded; 2024Q4: 24,275 shares; 2025Q1: 24,275 shares; 2025Q2: 24,275 shares; 2025Q3: 24,064 shares; 2025Q4: 24,064 shares; 2026Q1: 24,433 shares; 2026Q2: 24,469 shares 24,469 $1.74M 0.94% +36 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,522 shares; 2025Q1: 2,511 shares; 2025Q2: 2,511 shares; 2025Q3: 2,486 shares; 2025Q4: 2,476 shares; 2026Q1: 2,411 shares; 2026Q2: 2,434 shares 2,434 $1.74M 0.93% +23 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 loaded; 2024Q4: 4,180 shares; 2025Q1: 4,498 shares; 2025Q2: 4,773 shares; 2025Q3: 4,823 shares; 2025Q4: 4,823 shares; 2026Q1: 4,798 shares; 2026Q2: 4,778 shares 4,778 $1.63M 0.88% -20 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: not loaded; 2024Q4: 11,490 shares; 2025Q1: 11,607 shares; 2025Q2: 12,202 shares; 2025Q3: 13,297 shares; 2025Q4: 14,404 shares; 2026Q1: 14,812 shares; 2026Q2: 14,311 shares 14,311 $1.62M 0.87% -501 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,082 shares; 2025Q1: 7,861 shares; 2025Q2: 7,366 shares; 2025Q3: 7,400 shares; 2025Q4: 7,956 shares; 2026Q1: 7,780 shares; 2026Q2: 7,694 shares 7,694 $1.61M 0.86% -86 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: not loaded; 2024Q4: 867 shares; 2025Q1: 1,002 shares; 2025Q2: 1,909 shares; 2025Q3: 2,328 shares; 2025Q4: 2,368 shares; 2026Q1: 2,782 shares; 2026Q2: 3,197 shares 3,197 $1.6M 0.86% +415 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: not loaded; 2024Q4: 5,346 shares; 2025Q1: 5,640 shares; 2025Q2: 5,845 shares; 2025Q3: 6,217 shares; 2025Q4: 6,474 shares; 2026Q1: 6,504 shares; 2026Q2: 6,346 shares 6,346 $1.6M 0.86% -158 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: not loaded; 2024Q4: 5,812 shares; 2025Q1: 5,962 shares; 2025Q2: 7,016 shares; 2025Q3: 7,016 shares; 2025Q4: 7,016 shares; 2026Q1: 7,016 shares; 2026Q2: 7,016 shares 7,016 $1.59M 0.86% 0 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: not loaded; 2024Q4: 3,130 shares; 2025Q1: 4,916 shares; 2025Q2: 6,970 shares; 2025Q3: 7,743 shares; 2025Q4: 7,768 shares; 2026Q1: 8,303 shares; 2026Q2: 8,369 shares 8,369 $1.59M 0.85% +66 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,419 shares; 2025Q1: 28,419 shares; 2025Q2: 31,534 shares; 2025Q3: 31,534 shares; 2025Q4: 31,534 shares; 2026Q1: 31,534 shares; 2026Q2: 31,534 shares 31,534 $1.52M 0.82% 0 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: not loaded; 2024Q4: 798 shares; 2025Q1: 1,066 shares; 2025Q2: 1,414 shares; 2025Q3: 1,891 shares; 2025Q4: 2,120 shares; 2026Q1: 3,519 shares; 2026Q2: 3,419 shares 3,419 $1.46M 0.78% -100 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,007 shares; 2025Q1: 8,679 shares; 2025Q2: 8,666 shares; 2025Q3: 9,094 shares; 2025Q4: 9,467 shares; 2026Q1: 9,772 shares; 2026Q2: 9,567 shares 9,567 $1.4M 0.75% -205 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 loaded; 2024Q4: 5,293 shares; 2025Q1: 5,155 shares; 2025Q2: 5,886 shares; 2025Q3: 8,239 shares; 2025Q4: 9,421 shares; 2026Q1: 9,720 shares; 2026Q2: 9,915 shares 9,915 $1.36M 0.73% +195 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 loaded; 2024Q4: 10,109 shares; 2025Q1: 10,109 shares; 2025Q2: 12,160 shares; 2025Q3: 12,160 shares; 2025Q4: 12,160 shares; 2026Q1: 12,808 shares; 2026Q2: 13,009 shares 13,009 $1.29M 0.69% +201 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: not loaded; 2024Q4: 7,953 shares; 2025Q1: 8,847 shares; 2025Q2: 9,093 shares; 2025Q3: 9,712 shares; 2025Q4: 9,756 shares; 2026Q1: 9,734 shares; 2026Q2: 9,489 shares 9,489 $1.28M 0.69% -245 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: not loaded; 2024Q4: 4,013 shares; 2025Q1: 3,912 shares; 2025Q2: 3,764 shares; 2025Q3: 3,689 shares; 2025Q4: 3,679 shares; 2026Q1: 3,609 shares; 2026Q2: 3,609 shares 3,609 $1.28M 0.69% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 493 shares; 2025Q1: 675 shares; 2025Q2: 1,851 shares; 2025Q3: 2,274 shares; 2025Q4: 2,300 shares; 2026Q1: 2,507 shares; 2026Q2: 2,501 shares 2,501 $1.25M 0.67% -6 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,519 shares; 2025Q1: 3,493 shares; 2025Q2: 3,595 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 3,400 shares; 2026Q2: 3,340 shares 3,340 $1.25M 0.67% -60 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 loaded; 2024Q4: 7,174 shares; 2025Q1: 8,414 shares; 2025Q2: 9,514 shares; 2025Q3: 11,145 shares; 2025Q4: 10,280 shares; 2026Q1: 10,670 shares; 2026Q2: 10,492 shares 10,492 $1.23M 0.66% -178 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: not loaded; 2024Q4: 1,991 shares; 2025Q1: 1,832 shares; 2025Q2: 1,805 shares; 2025Q3: 1,815 shares; 2025Q4: 1,951 shares; 2026Q1: 1,970 shares; 2026Q2: 1,929 shares 1,929 $1.22M 0.66% -41 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,584 shares; 2025Q1: 2,750 shares; 2025Q2: 4,208 shares; 2025Q3: 4,633 shares; 2025Q4: 4,734 shares; 2026Q1: 5,101 shares; 2026Q2: 4,962 shares 4,962 $1.22M 0.66% -139 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 loaded; 2024Q4: 8,164 shares; 2025Q1: 7,379 shares; 2025Q2: 7,366 shares; 2025Q3: 7,465 shares; 2025Q4: 7,435 shares; 2026Q1: 7,423 shares; 2026Q2: 7,302 shares 7,302 $1.21M 0.65% -121 Timeline VNQ 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 loaded; 2024Q4: 19,664 shares; 2025Q1: 19,216 shares; 2025Q2: 18,696 shares; 2025Q3: 18,615 shares; 2025Q4: 18,585 shares; 2026Q1: 18,060 shares; 2026Q2: 12,270 shares 12,270 $1.18M 0.64% -5,790 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: not loaded; 2024Q4: 24,798 shares; 2025Q1: 24,319 shares; 2025Q2: 22,565 shares; 2025Q3: 20,920 shares; 2025Q4: 20,920 shares; 2026Q1: 20,948 shares; 2026Q2: 20,300 shares 20,300 $1.16M 0.62% -648 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,434 shares; 2025Q1: 1,417 shares; 2025Q2: 1,351 shares; 2025Q3: 1,238 shares; 2025Q4: 1,277 shares; 2026Q1: 1,232 shares; 2026Q2: 1,190 shares 1,190 $1.14M 0.61% -42 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: not loaded; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 1,289 shares; 2026Q1: 1,434 shares; 2026Q2: 1,434 shares 1,434 $1.07M 0.58% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares 1,780 $1.03M 0.56% 0 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 loaded; 2024Q4: 3,170 shares; 2025Q1: 3,092 shares; 2025Q2: 2,915 shares; 2025Q3: 2,800 shares; 2025Q4: 2,976 shares; 2026Q1: 2,760 shares; 2026Q2: 2,720 shares 2,720 $1.01M 0.54% -40 Timeline DFAS 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: not loaded; 2024Q4: 18,727 shares; 2025Q1: 18,727 shares; 2025Q2: 18,727 shares; 2025Q3: 12,127 shares; 2025Q4: 12,127 shares; 2026Q1: 12,363 shares; 2026Q2: 12,208 shares 12,208 $1.01M 0.54% -155 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $929K 0.5% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 421 shares; 2025Q4: 520 shares; 2026Q1: 732 shares; 2026Q2: 732 shares 732 $878K 0.47% 0 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: not loaded; 2024Q4: 2,755 shares; 2025Q1: 2,735 shares; 2025Q2: 2,725 shares; 2025Q3: 2,715 shares; 2025Q4: 2,685 shares; 2026Q1: 2,445 shares; 2026Q2: 2,445 shares 2,445 $864K 0.46% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 627 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 1,756 shares; 2025Q4: 1,751 shares; 2026Q1: 2,782 shares; 2026Q2: 3,046 shares 3,046 $857K 0.46% +264 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 681 shares; 2025Q2: 1,098 shares; 2025Q3: 9,012 shares; 2025Q4: 8,282 shares; 2026Q1: 8,329 shares; 2026Q2: 8,783 shares 8,783 $847K 0.46% +454 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 896 shares; 2025Q1: 1,239 shares; 2025Q2: 1,643 shares; 2025Q3: 3,585 shares; 2025Q4: 3,630 shares; 2026Q1: 4,847 shares; 2026Q2: 5,341 shares 5,341 $837K 0.45% +494 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: not loaded; 2024Q4: 1,703 shares; 2025Q1: 1,756 shares; 2025Q2: 1,915 shares; 2025Q3: 2,195 shares; 2025Q4: 2,225 shares; 2026Q1: 2,362 shares; 2026Q2: 2,365 shares 2,365 $834K 0.45% +3 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,529 shares; 2025Q1: 1,529 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares; 2026Q2: 6,116 shares 6,116 $759K 0.41% +4,587 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: not loaded; 2024Q4: 521 shares; 2025Q1: 544 shares; 2025Q2: 540 shares; 2025Q3: 682 shares; 2025Q4: 738 shares; 2026Q1: 788 shares; 2026Q2: 777 shares 777 $727K 0.39% -11 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: not loaded; 2024Q4: 1,532 shares; 2025Q1: 1,789 shares; 2025Q2: 2,017 shares; 2025Q3: 2,407 shares; 2025Q4: 2,429 shares; 2026Q1: 2,602 shares; 2026Q2: 2,538 shares 2,538 $686K 0.37% -64 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 loaded; 2024Q4: 2,856 shares; 2025Q1: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,856 shares; 2026Q1: 2,856 shares; 2026Q2: 2,856 shares 2,856 $676K 0.36% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,831 shares; 2025Q1: 5,033 shares; 2025Q2: 4,863 shares; 2025Q3: 3,047 shares; 2025Q4: 2,792 shares; 2026Q1: 930 shares; 2026Q2: 931 shares 931 $673K 0.36% +1 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: not loaded; 2024Q4: 2,410 shares; 2025Q1: 2,384 shares; 2025Q2: 2,388 shares; 2025Q3: 2,408 shares; 2025Q4: 2,398 shares; 2026Q1: 2,438 shares; 2026Q2: 2,108 shares 2,108 $671K 0.36% -330 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68 shares; 2025Q1: 86 shares; 2025Q2: 103 shares; 2025Q3: 125 shares; 2025Q4: 126 shares; 2026Q1: 149 shares; 2026Q2: 3,742 shares 3,742 $667K 0.36% +3,593 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 877 shares; 2025Q1: 1,007 shares; 2025Q2: 1,419 shares; 2025Q3: 2,179 shares; 2025Q4: 2,230 shares; 2026Q1: 2,486 shares; 2026Q2: 2,425 shares 2,425 $660K 0.35% -61 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,853 shares; 2025Q1: 8,553 shares; 2025Q2: 8,553 shares; 2025Q3: 8,553 shares; 2025Q4: 8,553 shares; 2026Q1: 8,553 shares; 2026Q2: 8,553 shares 8,553 $643K 0.35% 0 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: not loaded; 2024Q4: 6,694 shares; 2025Q1: 6,751 shares; 2025Q2: 6,737 shares; 2025Q3: 6,789 shares; 2025Q4: 7,395 shares; 2026Q1: 7,198 shares; 2026Q2: 7,089 shares 7,089 $622K 0.33% -109 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: not loaded; 2024Q4: 1,995 shares; 2025Q1: 2,019 shares; 2025Q2: 2,029 shares; 2025Q3: 2,049 shares; 2025Q4: 2,049 shares; 2026Q1: 2,069 shares; 2026Q2: 1,969 shares 1,969 $620K 0.33% -100 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: not loaded; 2024Q4: 2,160 shares; 2025Q1: 2,070 shares; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 2,068 shares; 2026Q2: 2,038 shares 2,038 $612K 0.33% -30 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 286 shares; 2025Q4: 291 shares; 2026Q1: 536 shares; 2026Q2: 536 shares 536 $607K 0.33% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,659 shares; 2025Q1: 5,589 shares; 2025Q2: 5,429 shares; 2025Q3: 5,189 shares; 2025Q4: 5,572 shares; 2026Q1: 5,159 shares; 2026Q2: 4,897 shares 4,897 $603K 0.32% -262 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,042 shares; 2025Q1: 11,042 shares; 2025Q2: 11,042 shares; 2025Q3: 11,042 shares; 2025Q4: 11,042 shares; 2026Q1: 11,042 shares; 2026Q2: 11,042 shares 11,042 $594K 0.32% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 698 shares; 2026Q1: 758 shares; 2026Q2: 1,330 shares 1,330 $576K 0.31% +572 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: not loaded; 2024Q4: 3,586 shares; 2025Q1: 3,569 shares; 2025Q2: 3,610 shares; 2025Q3: 4,124 shares; 2025Q4: 4,609 shares; 2026Q1: 4,264 shares; 2026Q2: 4,244 shares 4,244 $575K 0.31% -20 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 loaded; 2024Q4: 6,880 shares; 2025Q1: 7,253 shares; 2025Q2: 7,708 shares; 2025Q3: 7,973 shares; 2025Q4: 7,953 shares; 2026Q1: 8,093 shares; 2026Q2: 7,828 shares 7,828 $565K 0.3% -265 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 733 shares; 2025Q1: 969 shares; 2025Q2: 1,179 shares; 2025Q3: 1,567 shares; 2025Q4: 1,601 shares; 2026Q1: 1,682 shares; 2026Q2: 1,655 shares 1,655 $564K 0.3% -27 Timeline SPSB 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 loaded; 2024Q4: 12,703 shares; 2025Q1: 14,123 shares; 2025Q2: 14,152 shares; 2025Q3: 14,152 shares; 2025Q4: 15,129 shares; 2026Q1: 17,116 shares; 2026Q2: 17,706 shares 17,706 $531K 0.29% +590 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,318 shares; 2025Q1: 2,277 shares; 2025Q2: 3,385 shares; 2025Q3: 4,740 shares; 2025Q4: 5,080 shares; 2026Q1: 5,146 shares; 2026Q2: 5,068 shares 5,068 $527K 0.28% -78 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 2,510 shares; 2025Q4: 2,585 shares; 2026Q1: 3,727 shares; 2026Q2: 4,452 shares 4,452 $524K 0.28% +725 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: not loaded; 2024Q4: 3,953 shares; 2025Q1: 3,970 shares; 2025Q2: 3,878 shares; 2025Q3: 3,958 shares; 2025Q4: 3,838 shares; 2026Q1: 3,595 shares; 2026Q2: 3,568 shares 3,568 $523K 0.28% -27 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 396 shares; 2025Q1: 518 shares; 2025Q2: 697 shares; 2025Q3: 921 shares; 2025Q4: 1,001 shares; 2026Q1: 1,116 shares; 2026Q2: 1,103 shares 1,103 $506K 0.27% -13 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,407 shares; 2025Q1: 7,145 shares; 2025Q2: 6,773 shares; 2025Q3: 5,719 shares; 2025Q4: 5,669 shares; 2026Q1: 5,639 shares; 2026Q2: 5,229 shares 5,229 $503K 0.27% -410 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,248 shares; 2025Q1: 1,795 shares; 2025Q2: 2,218 shares; 2025Q3: 2,665 shares; 2025Q4: 2,243 shares; 2026Q1: 2,396 shares; 2026Q2: 2,392 shares 2,392 $482K 0.26% -4 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: not loaded; 2024Q4: 149 shares; 2025Q1: 19 shares; 2025Q2: 919 shares; 2025Q3: 2,415 shares; 2025Q4: 2,465 shares; 2026Q1: 3,743 shares; 2026Q2: 3,743 shares 3,743 $474K 0.25% 0 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: not loaded; 2024Q4: 434 shares; 2025Q1: 595 shares; 2025Q2: 722 shares; 2025Q3: 880 shares; 2025Q4: 896 shares; 2026Q1: 937 shares; 2026Q2: 915 shares 915 $466K 0.25% -22 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,279 shares; 2026Q2: 3,913 shares 3,913 $457K 0.25% +1,634 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: not loaded; 2024Q4: 5,514 shares; 2025Q1: 5,751 shares; 2025Q2: 5,879 shares; 2025Q3: 6,241 shares; 2025Q4: 6,267 shares; 2026Q1: 6,471 shares; 2026Q2: 6,352 shares 6,352 $456K 0.25% -119 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,147 shares; 2025Q1: 6,168 shares; 2025Q2: 5,983 shares; 2025Q3: 5,813 shares; 2025Q4: 5,788 shares; 2026Q1: 5,666 shares; 2026Q2: 3,516 shares 3,516 $456K 0.24% -2,150 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 loaded; 2024Q4: 696 shares; 2025Q1: 940 shares; 2025Q2: 1,127 shares; 2025Q3: 1,427 shares; 2025Q4: 1,458 shares; 2026Q1: 1,540 shares; 2026Q2: 1,529 shares 1,529 $426K 0.23% -11 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: not loaded; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 1,895 shares; 2025Q4: 1,945 shares; 2026Q1: 4,035 shares; 2026Q2: 4,535 shares 4,535 $411K 0.22% +500 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 5,705 shares; 2026Q2: 5,705 shares 5,705 $407K 0.22% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,608 shares; 2025Q1: 4,608 shares; 2025Q2: 5,345 shares; 2025Q3: 5,345 shares; 2025Q4: 5,345 shares; 2026Q1: 5,345 shares; 2026Q2: 5,345 shares 5,345 $405K 0.22% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,455 shares; 2025Q1: 2,545 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,805 shares; 2026Q2: 14,025 shares 14,025 $384K 0.21% +11,220 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: not loaded; 2024Q4: 3,845 shares; 2025Q1: 3,845 shares; 2025Q2: 3,845 shares; 2025Q3: 3,845 shares; 2025Q4: 3,845 shares; 2026Q1: 3,845 shares; 2026Q2: 3,545 shares 3,545 $382K 0.2% -300 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: not loaded; 2024Q4: 3,796 shares; 2025Q1: 3,796 shares; 2025Q2: 3,796 shares; 2025Q3: 3,796 shares; 2025Q4: 3,796 shares; 2026Q1: 3,796 shares; 2026Q2: 3,496 shares 3,496 $372K 0.2% -300 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037 shares; 2025Q4: 1,267 shares; 2026Q1: 2,132 shares; 2026Q2: 2,132 shares 2,132 $358K 0.19% 0 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: not loaded; 2024Q4: 16,378 shares; 2025Q1: 14,849 shares; 2025Q2: 14,849 shares; 2025Q3: 14,849 shares; 2025Q4: 14,799 shares; 2026Q1: 14,247 shares; 2026Q2: 14,247 shares 14,247 $343K 0.18% 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: not loaded; 2024Q4: 4,038 shares; 2025Q1: 3,139 shares; 2025Q2: 3,139 shares; 2025Q3: 3,139 shares; 2025Q4: 4,247 shares; 2026Q1: 4,047 shares; 2026Q2: 4,047 shares 4,047 $334K 0.18% 0 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: not loaded; 2024Q4: 6 shares; 2025Q1: 26 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 353 shares; 2026Q1: 405 shares; 2026Q2: 327 shares 327 $331K 0.18% -78 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: not loaded; 2024Q4: 607 shares; 2025Q1: 848 shares; 2025Q2: 1,109 shares; 2025Q3: 1,433 shares; 2025Q4: 1,456 shares; 2026Q1: 1,581 shares; 2026Q2: 1,720 shares 1,720 $328K 0.18% +139 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: not loaded; 2024Q4: 2,956 shares; 2025Q1: 3,384 shares; 2025Q2: 3,339 shares; 2025Q3: 3,033 shares; 2025Q4: 3,046 shares; 2026Q1: 1,508 shares; 2026Q2: 1,521 shares 1,521 $312K 0.17% +13 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: not loaded; 2024Q4: 2,038 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 1,788 shares; 2026Q1: 1,788 shares; 2026Q2: 1,788 shares 1,788 $279K 0.15% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,107 shares; 2025Q1: 1,573 shares; 2025Q2: 2,089 shares; 2025Q3: 3,963 shares; 2025Q4: 4,053 shares; 2026Q1: 4,349 shares; 2026Q2: 4,480 shares 4,480 $274K 0.15% +131 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 151 shares; 2025Q2: 1,117 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,473 shares; 2026Q2: 1,473 shares 1,473 $272K 0.15% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares; 2026Q2: 2,765 shares 2,765 $272K 0.15% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,970 shares; 2025Q3: 2,970 shares; 2025Q4: 2,970 shares; 2026Q1: 2,970 shares; 2026Q2: 2,970 shares 2,970 $271K 0.15% 0 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: not loaded; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,347 shares; 2025Q3: 1,347 shares; 2025Q4: 1,523 shares; 2026Q1: 1,260 shares; 2026Q2: 1,210 shares 1,210 $270K 0.14% -50 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares; 2026Q1: 1,368 shares; 2026Q2: 1,199 shares 1,199 $261K 0.14% -169 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,905 shares; 2026Q2: 7,905 shares 7,905 $250K 0.13% 0 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: not loaded; 2024Q4: 447 shares; 2025Q1: 461 shares; 2025Q2: 514 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $250K 0.13% 0 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: not loaded; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 728 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $239K 0.13% 0 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,578 shares; 2025Q1: 12,112 shares; 2025Q2: 11,787 shares; 2025Q3: 11,787 shares; 2025Q4: 12,414 shares; 2026Q1: 12,414 shares; 2026Q2: 12,414 shares 12,414 $236K 0.13% 0 Timeline XLB 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 loaded; 2024Q4: 2,377 shares; 2025Q1: 2,377 shares; 2025Q2: 2,377 shares; 2025Q3: 2,377 shares; 2025Q4: 4,754 shares; 2026Q1: 4,504 shares; 2026Q2: 4,504 shares 4,504 $229K 0.12% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 543 shares; 2025Q1: 728 shares; 2025Q2: 868 shares; 2025Q3: 1,108 shares; 2025Q4: 1,139 shares; 2026Q1: 1,281 shares; 2026Q2: 1,296 shares 1,296 $212K 0.11% +15 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: not loaded; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 298 shares; 2026Q2: 298 shares 298 $210K 0.11% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 2,759 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $208K 0.11% 0 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 loaded; 2024Q4: 1,644 shares; 2025Q1: 1,644 shares; 2025Q2: 1,669 shares; 2025Q3: 1,669 shares; 2025Q4: 1,644 shares; 2026Q1: 1,447 shares; 2026Q2: 1,419 shares 1,419 $203K 0.11% -28 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 loaded; 2024Q4: 9,480 shares; 2025Q1: 7,435 shares; 2025Q2: 7,028 shares; 2025Q3: 5,848 shares; 2025Q4: 5,848 shares; 2026Q1: 3,228 shares; 2026Q2: 3,228 shares 3,228 $203K 0.11% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,477 shares; 2025Q1: 1,177 shares; 2025Q2: 1,430 shares; 2025Q3: 1,464 shares; 2025Q4: 1,464 shares; 2026Q1: 1,483 shares; 2026Q2: 1,483 shares 1,483 $203K 0.11% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,427 shares; 2025Q1: 2,343 shares; 2025Q2: 2,196 shares; 2025Q3: 2,196 shares; 2025Q4: 4,392 shares; 2026Q1: 4,392 shares; 2026Q2: 4,392 shares 4,392 $199K 0.11% 0 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: not loaded; 2024Q4: 2,100 shares; 2025Q1: 2,173 shares; 2025Q2: 2,456 shares; 2025Q3: 2,554 shares; 2025Q4: 2,524 shares; 2026Q1: 2,326 shares; 2026Q2: 2,487 shares 2,487 $195K 0.1% +161 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $194K 0.1% 0 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: not loaded; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $190K 0.1% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,493 shares; 2025Q1: 3,844 shares; 2025Q2: 3,230 shares; 2025Q3: 3,219 shares; 2025Q4: 3,408 shares; 2026Q1: 1,943 shares; 2026Q2: 1,825 shares 1,825 $186K 0.1% -118 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 loaded; 2024Q4: 4,305 shares; 2025Q1: 2,207 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares; 2025Q4: 2,207 shares; 2026Q1: 2,207 shares; 2026Q2: 2,207 shares 2,207 $159K 0.09% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 910 shares 910 $155K 0.08% +860 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: not loaded; 2024Q4: 11,374 shares; 2025Q1: 5,194 shares; 2025Q2: 2,305 shares; 2025Q3: 2,005 shares; 2025Q4: 2,005 shares; 2026Q1: 1,605 shares; 2026Q2: 1,605 shares 1,605 $154K 0.08% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares; 2026Q2: 4,175 shares 4,175 $153K 0.08% 0 Timeline SPFI SOUTH PLAINS FINANCIAL INC More: the full row for SOUTH PLAINS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,956 shares; 2025Q1: 6,263 shares; 2025Q2: 3,328 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares; 2026Q2: 3,328 shares 3,328 $143K 0.08% 0 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 loaded; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares; 2026Q2: 1,220 shares 1,220 $143K 0.08% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 1,047 shares; 2025Q4: 670 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948 $137K 0.07% 0 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: not loaded; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $133K 0.07% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $132K 0.07% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,025 shares; 2025Q1: 1,062 shares; 2025Q2: 1,199 shares; 2025Q3: 1,203 shares; 2025Q4: 1,188 shares; 2026Q1: 1,213 shares; 2026Q2: 1,213 shares 1,213 $131K 0.07% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119 shares; 2026Q2: 329 shares 329 $123K 0.07% +210 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,122 shares; 2026Q2: 1,122 shares 1,122 $119K 0.06% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,410 shares; 2026Q2: 1,410 shares 1,410 $118K 0.06% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 401 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 516 shares; 2026Q2: 516 shares 516 $114K 0.06% 0 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 loaded; 2024Q4: 7,617 shares; 2025Q1: 4,846 shares; 2025Q2: 2,803 shares; 2025Q3: 2,799 shares; 2025Q4: 2,774 shares; 2026Q1: 2,637 shares; 2026Q2: 2,637 shares 2,637 $112K 0.06% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares; 2026Q2: 2,080 shares 2,080 $109K 0.06% 0 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 loaded; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,830 shares; 2026Q1: 1,785 shares; 2026Q2: 1,785 shares 1,785 $108K 0.06% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,590 shares; 2025Q1: 1,667 shares; 2025Q2: 1,887 shares; 2025Q3: 1,986 shares; 2025Q4: 1,986 shares; 2026Q1: 1,979 shares; 2026Q2: 1,979 shares 1,979 $107K 0.06% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,410 shares; 2025Q1: 2,277 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares; 2026Q2: 1,373 shares 1,373 $104K 0.06% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,975 shares; 2025Q1: 2,045 shares; 2025Q2: 2,315 shares; 2025Q3: 2,476 shares; 2025Q4: 2,436 shares; 2026Q1: 2,060 shares; 2026Q2: 2,060 shares 2,060 $103K 0.06% 0 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: not loaded; 2024Q4: 515 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 534 shares 534 $102K 0.05% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,070 shares; 2026Q1: 1,070 shares; 2026Q2: 1,070 shares 1,070 $101K 0.05% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,137 shares; 2025Q1: 9,955 shares; 2025Q2: 9,489 shares; 2025Q3: 13,969 shares; 2025Q4: 14,351 shares; 2026Q1: 15,726 shares; 2026Q2: 3,316 shares 3,316 $90.7K 0.05% -12,410 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 608 shares; 2025Q3: 840 shares; 2025Q4: 1,107 shares; 2026Q1: 1,375 shares; 2026Q2: 1,195 shares 1,195 $88.8K 0.05% -180 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18 shares; 2025Q1: 44 shares; 2025Q2: 118 shares; 2025Q3: 167 shares; 2025Q4: 365 shares; 2026Q1: 341 shares; 2026Q2: 366 shares 366 $87.1K 0.05% +25 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: not loaded; 2024Q4: 465 shares; 2025Q1: 439 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 596 shares; 2026Q1: 393 shares; 2026Q2: 393 shares 393 $86.7K 0.05% 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: not loaded; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 2,826 shares; 2025Q3: 2,826 shares; 2025Q4: 2,826 shares; 2026Q1: 3,341 shares; 2026Q2: 3,341 shares 3,341 $82K 0.04% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 825 shares; 2026Q1: 775 shares; 2026Q2: 675 shares 675 $79.6K 0.04% -100 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,354 shares; 2025Q1: 4,054 shares; 2025Q2: 1,646 shares; 2025Q3: 1,346 shares; 2025Q4: 2,201 shares; 2026Q1: 1,232 shares; 2026Q2: 982 shares 982 $75.7K 0.04% -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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $70.4K 0.04% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125 shares 125 $64.9K 0.03% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $64.2K 0.03% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 251 shares 251 $60K 0.03% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 743 shares; 2026Q2: 743 shares 743 $56.4K 0.03% 0 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: not loaded; 2024Q4: 412 shares; 2025Q1: 111 shares; 2025Q2: 213 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 309 shares; 2026Q2: 309 shares 309 $55.9K 0.03% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145 shares; 2026Q2: 1,185 shares 1,185 $55.1K 0.03% +1,040 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: not loaded; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 156 shares; 2025Q3: 218 shares; 2025Q4: 274 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $54.2K 0.03% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,778 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,778 shares; 2026Q1: 2,778 shares; 2026Q2: 2,778 shares 2,778 $53.1K 0.03% 0 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 loaded; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 789 shares; 2026Q1: 789 shares; 2026Q2: 231 shares 231 $49.1K 0.03% -558 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 655 shares; 2025Q1: 704 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 670 shares; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $48.8K 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 195 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 296 shares; 2026Q2: 296 shares 296 $46.4K 0.02% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 463 shares 463 $42.4K 0.02% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 132 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 198 shares; 2026Q2: 198 shares 198 $42K 0.02% 0 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: not loaded; 2024Q4: 1,730 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $40.6K 0.02% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47 shares; 2025Q1: 107 shares; 2025Q2: 474 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 665 shares; 2026Q2: 665 shares 665 $37.5K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 710 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,735 shares; 2026Q2: 2,090 shares 2,090 $37K 0.02% +355 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 464 shares; 2025Q1: 97 shares; 2025Q2: 363 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 542 shares; 2026Q2: 542 shares 542 $35.9K 0.02% 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: not loaded; 2024Q4: 925 shares; 2025Q1: 116 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $33.8K 0.02% 0 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 loaded; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 272 shares; 2025Q3: 334 shares; 2025Q4: 238 shares; 2026Q1: 373 shares; 2026Q2: 132 shares 132 $33.7K 0.02% -241 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 203 shares 203 $32.9K 0.02% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,160 shares; 2025Q1: 16,969 shares; 2025Q2: 4,754 shares; 2025Q3: 3,684 shares; 2025Q4: 3,365 shares; 2026Q1: 307 shares; 2026Q2: 307 shares 307 $28.7K 0.02% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 66 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $28.4K 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 loaded; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 187 shares 187 $26.2K 0.01% -25 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 552 shares; 2026Q1: 467 shares; 2026Q2: 467 shares 467 $25K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 970 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 340 shares; 2026Q2: 300 shares 300 $24.4K 0.01% -40 Timeline SPHY 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 loaded; 2024Q4: 36,770 shares; 2025Q1: 37,064 shares; 2025Q2: 7,762 shares; 2025Q3: 6,767 shares; 2025Q4: 6,767 shares; 2026Q1: 996 shares; 2026Q2: 996 shares 996 $23.3K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $22.9K 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $22.4K 0.01% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $21.7K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,944 shares; 2025Q1: 2,319 shares; 2025Q2: 2,411 shares; 2025Q3: 1,607 shares; 2025Q4: 1,482 shares; 2026Q1: 66 shares; 2026Q2: 50 shares 50 $20.8K 0.01% -16 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $17.9K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $17K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $16.5K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 118 shares; 2025Q2: 268 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $14.6K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $13.9K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $13.5K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $13.1K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $12.1K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $11.3K 0.01% 0 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $9.1K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $9.06K <0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 195 shares 195 $7.93K <0.01% -144 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: not loaded; 2024Q4: 2,574 shares; 2025Q1: 2,517 shares; 2025Q2: 2,317 shares; 2025Q3: 1,340 shares; 2025Q4: 1,297 shares; 2026Q1: not reported; 2026Q2: 60 shares 60 $7.46K <0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $5.85K <0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,783 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 213 shares; 2026Q2: 58 shares 58 $4.71K <0.01% -155 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $3.33K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $3.29K <0.01% 0 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 loaded; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $2.25K <0.01% 0 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 loaded; 2024Q4: 212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $418 <0.01% new Timeline