IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,312 shares; 2024Q4: 190,926 shares; 2025Q1: 199,479 shares; 2025Q2: 204,944 shares; 2025Q3: 200,494 shares; 2025Q4: 200,832 shares; 2026Q1: 177,961 shares; 2026Q2: 171,431 shares 171,431 $128M 33.03% -6,530 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: 306,312 shares; 2024Q4: 126,187 shares; 2025Q1: 335,691 shares; 2025Q2: 320,787 shares; 2025Q3: 320,332 shares; 2025Q4: 322,492 shares; 2026Q1: 308,187 shares; 2026Q2: 279,824 shares 279,824 $23.2M 5.96% -28,363 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: 92,364 shares; 2024Q4: 92,576 shares; 2025Q1: 90,733 shares; 2025Q2: 88,920 shares; 2025Q3: 86,889 shares; 2025Q4: 84,225 shares; 2026Q1: 81,796 shares; 2026Q2: 77,771 shares 77,771 $22.5M 5.79% -4,025 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,841 shares; 2025Q2: 73,643 shares; 2025Q3: 74,218 shares; 2025Q4: 74,843 shares; 2026Q1: 139,459 shares; 2026Q2: 225,416 shares 225,416 $21.8M 5.6% +85,957 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: 56,653 shares; 2024Q4: 55,881 shares; 2025Q1: 54,943 shares; 2025Q2: 54,093 shares; 2025Q3: 53,612 shares; 2025Q4: 51,847 shares; 2026Q1: 50,344 shares; 2026Q2: 49,794 shares 49,794 $18.6M 4.78% -550 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: 77,475 shares; 2024Q4: 76,191 shares; 2025Q1: 72,021 shares; 2025Q2: 69,786 shares; 2025Q3: 68,981 shares; 2025Q4: 68,492 shares; 2026Q1: 66,286 shares; 2026Q2: 66,286 shares 66,286 $14.5M 3.73% 0 Timeline JEPI 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: 282,436 shares; 2024Q4: 287,491 shares; 2025Q1: 285,617 shares; 2025Q2: 296,967 shares; 2025Q3: 261,990 shares; 2025Q4: 264,308 shares; 2026Q1: 279,654 shares; 2026Q2: 226,145 shares 226,145 $12.8M 3.29% -53,509 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129,257 shares; 2026Q1: 88,450 shares; 2026Q2: 86,445 shares 86,445 $9.77M 2.51% -2,005 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: 19,412 shares; 2024Q4: 19,412 shares; 2025Q1: 19,410 shares; 2025Q2: 22,295 shares; 2025Q3: 22,295 shares; 2025Q4: 22,295 shares; 2026Q1: 21,465 shares; 2026Q2: 21,465 shares 21,465 $7.67M 1.97% 0 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: 50,962 shares; 2024Q4: 50,966 shares; 2025Q1: 50,830 shares; 2025Q2: 50,043 shares; 2025Q3: 50,046 shares; 2025Q4: 50,050 shares; 2026Q1: 48,017 shares; 2026Q2: 46,660 shares 46,660 $6.42M 1.65% -1,357 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: 7,845 shares; 2024Q4: 15,250 shares; 2025Q1: 15,750 shares; 2025Q2: 15,800 shares; 2025Q3: 16,900 shares; 2025Q4: 16,900 shares; 2026Q1: 18,250 shares; 2026Q2: 18,250 shares 18,250 $6.22M 1.6% 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: 13,674 shares; 2024Q4: 13,784 shares; 2025Q1: 13,794 shares; 2025Q2: 13,824 shares; 2025Q3: 13,944 shares; 2025Q4: 13,969 shares; 2026Q1: 14,519 shares; 2026Q2: 14,519 shares 14,519 $6.19M 1.59% 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: 17,554 shares; 2024Q4: 17,611 shares; 2025Q1: 17,569 shares; 2025Q2: 17,519 shares; 2025Q3: 17,019 shares; 2025Q4: 17,019 shares; 2026Q1: 16,694 shares; 2026Q2: 16,694 shares 16,694 $5.9M 1.52% 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: 21,132 shares; 2024Q4: 21,470 shares; 2025Q1: 21,470 shares; 2025Q2: 21,528 shares; 2025Q3: 21,470 shares; 2025Q4: 21,970 shares; 2026Q1: 21,970 shares; 2026Q2: 21,699 shares 21,699 $5.51M 1.42% -271 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,810 shares; 2024Q4: 14,856 shares; 2025Q1: 15,801 shares; 2025Q2: 12,789 shares; 2025Q3: 12,789 shares; 2025Q4: 13,278 shares; 2026Q1: 32,760 shares; 2026Q2: 12,828 shares 12,828 $5.25M 1.35% -19,932 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: 198,505 shares; 2024Q4: 199,847 shares; 2025Q1: 204,148 shares; 2025Q2: 195,756 shares; 2025Q3: 30,487 shares; 2025Q4: 29,926 shares; 2026Q1: 29,817 shares; 2026Q2: 29,720 shares 29,720 $4.65M 1.2% -97 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: 16,301 shares; 2024Q4: 16,301 shares; 2025Q1: 16,301 shares; 2025Q2: 16,301 shares; 2025Q3: 16,301 shares; 2025Q4: 16,301 shares; 2026Q1: 16,301 shares; 2026Q2: 16,301 shares 16,301 $4.58M 1.18% 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: 49,928 shares; 2024Q4: 50,817 shares; 2025Q1: 50,817 shares; 2025Q2: 50,817 shares; 2025Q3: 50,817 shares; 2025Q4: 50,817 shares; 2026Q1: 50,917 shares; 2026Q2: 50,917 shares 50,917 $4.14M 1.06% 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: 17,534 shares; 2024Q4: 17,542 shares; 2025Q1: 16,323 shares; 2025Q2: 15,823 shares; 2025Q3: 14,327 shares; 2025Q4: 14,335 shares; 2026Q1: 14,339 shares; 2026Q2: 14,565 shares 14,565 $3.45M 0.89% +226 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: 9,313 shares; 2024Q4: 9,213 shares; 2025Q1: 9,198 shares; 2025Q2: 14,509 shares; 2025Q3: 13,527 shares; 2025Q4: 13,514 shares; 2026Q1: 14,163 shares; 2026Q2: 14,163 shares 14,163 $3.38M 0.87% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,740 shares; 2024Q4: 13,240 shares; 2025Q1: 12,840 shares; 2025Q2: 12,240 shares; 2025Q3: 12,240 shares; 2025Q4: 11,540 shares; 2026Q1: 9,740 shares; 2026Q2: 9,090 shares 9,090 $3.33M 0.86% -650 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: 18,653 shares; 2024Q4: 18,653 shares; 2025Q1: 18,653 shares; 2025Q2: 17,094 shares; 2025Q3: 15,669 shares; 2025Q4: 15,669 shares; 2026Q1: 14,519 shares; 2026Q2: 14,189 shares 14,189 $3.22M 0.83% -330 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,868 shares; 2024Q4: 23,401 shares; 2025Q1: 23,301 shares; 2025Q2: 23,301 shares; 2025Q3: 23,301 shares; 2025Q4: 23,301 shares; 2026Q1: 21,741 shares; 2026Q2: 21,741 shares 21,741 $3.19M 0.82% 0 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: 24,269 shares; 2024Q4: 24,269 shares; 2025Q1: 24,269 shares; 2025Q2: 24,269 shares; 2025Q3: 24,207 shares; 2025Q4: 24,957 shares; 2026Q1: 23,371 shares; 2026Q2: 23,371 shares 23,371 $3.16M 0.81% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,951 shares; 2024Q4: 5,869 shares; 2025Q1: 5,869 shares; 2025Q2: 5,869 shares; 2025Q3: 5,869 shares; 2025Q4: 5,869 shares; 2026Q1: 5,869 shares; 2026Q2: 5,869 shares 5,869 $3.07M 0.79% 0 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: 10,643 shares; 2024Q4: 10,593 shares; 2025Q1: 10,593 shares; 2025Q2: 10,518 shares; 2025Q3: 10,518 shares; 2025Q4: 10,518 shares; 2026Q1: 10,218 shares; 2026Q2: 9,718 shares 9,718 $3.06M 0.79% -500 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: 15,035 shares; 2024Q4: 15,276 shares; 2025Q1: 14,211 shares; 2025Q2: 14,900 shares; 2025Q3: 15,132 shares; 2025Q4: 16,394 shares; 2026Q1: 18,327 shares; 2026Q2: 18,162 shares 18,162 $2.69M 0.69% -165 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: 22,984 shares; 2024Q4: 34,811 shares; 2025Q1: 23,410 shares; 2025Q2: 22,284 shares; 2025Q3: 22,375 shares; 2025Q4: 24,925 shares; 2026Q1: 39,470 shares; 2026Q2: 23,625 shares 23,625 $2.61M 0.67% -15,845 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 18,978 shares 18,978 $2.59M 0.67% new 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: 24,900 shares; 2024Q4: 25,789 shares; 2025Q1: 25,789 shares; 2025Q2: 26,189 shares; 2025Q3: 26,189 shares; 2025Q4: 26,309 shares; 2026Q1: 20,905 shares; 2026Q2: 20,905 shares 20,905 $2.46M 0.63% 0 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: 34,041 shares; 2024Q4: 34,076 shares; 2025Q1: 33,325 shares; 2025Q2: 32,735 shares; 2025Q3: 32,159 shares; 2025Q4: 32,207 shares; 2026Q1: 31,675 shares; 2026Q2: 31,549 shares 31,549 $2.43M 0.63% -126 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: 19,839 shares; 2024Q4: 19,839 shares; 2025Q1: 19,859 shares; 2025Q2: 19,909 shares; 2025Q3: 19,984 shares; 2025Q4: 20,059 shares; 2026Q1: 19,190 shares; 2026Q2: 19,190 shares 19,190 $2.26M 0.58% 0 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: 11,564 shares; 2024Q4: 11,427 shares; 2025Q1: 11,377 shares; 2025Q2: 11,377 shares; 2025Q3: 10,559 shares; 2025Q4: 10,559 shares; 2026Q1: 10,633 shares; 2026Q2: 10,633 shares 10,633 $2.13M 0.55% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,757 shares; 2024Q4: 4,757 shares; 2025Q1: 5,922 shares; 2025Q2: 7,047 shares; 2025Q3: 7,047 shares; 2025Q4: 7,998 shares; 2026Q1: 11,054 shares; 2026Q2: 11,054 shares 11,054 $2.08M 0.53% 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: 6,553 shares; 2024Q4: 12,528 shares; 2025Q1: 12,528 shares; 2025Q2: 12,553 shares; 2025Q3: 12,603 shares; 2025Q4: 12,603 shares; 2026Q1: 12,623 shares; 2026Q2: 12,623 shares 12,623 $2.06M 0.53% 0 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: 5,755 shares; 2024Q4: 6,360 shares; 2025Q1: 6,360 shares; 2025Q2: 6,160 shares; 2025Q3: 6,191 shares; 2025Q4: 6,191 shares; 2026Q1: 6,116 shares; 2026Q2: 6,116 shares 6,116 $2M 0.52% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares; 2026Q2: 1,975 shares 1,975 $1.85M 0.48% 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: 15,534 shares; 2024Q4: 15,534 shares; 2025Q1: 15,534 shares; 2025Q2: 15,534 shares; 2025Q3: 15,534 shares; 2025Q4: 15,534 shares; 2026Q1: 15,534 shares; 2026Q2: 15,534 shares 15,534 $1.59M 0.41% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,839 shares; 2024Q4: 15,839 shares; 2025Q1: 15,714 shares; 2025Q2: 15,714 shares; 2025Q3: 15,714 shares; 2025Q4: 15,714 shares; 2026Q1: 15,664 shares; 2026Q2: 14,602 shares 14,602 $1.41M 0.36% -1,062 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: 15,160 shares; 2024Q4: 15,160 shares; 2025Q1: 15,160 shares; 2025Q2: 15,160 shares; 2025Q3: 15,160 shares; 2025Q4: 16,410 shares; 2026Q1: 16,410 shares; 2026Q2: 14,475 shares 14,475 $1.31M 0.34% -1,935 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,497 shares; 2024Q4: 4,097 shares; 2025Q1: 4,097 shares; 2025Q2: 4,097 shares; 2025Q3: 4,097 shares; 2025Q4: 4,097 shares; 2026Q1: 3,847 shares; 2026Q2: 3,847 shares 3,847 $1.21M 0.31% 0 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: 5,650 shares; 2024Q4: 5,650 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,400 shares; 2026Q2: 5,325 shares 5,325 $1.17M 0.3% -75 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,908 shares; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares; 2026Q1: 3,008 shares; 2026Q2: 3,725 shares 3,725 $1.17M 0.3% +717 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: 2,797 shares; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,990 shares; 2026Q1: 2,990 shares; 2026Q2: 2,990 shares 2,990 $1.12M 0.29% 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: 11,162 shares; 2024Q4: 11,162 shares; 2025Q1: 11,162 shares; 2025Q2: 11,162 shares; 2025Q3: 11,162 shares; 2025Q4: 14,662 shares; 2026Q1: 13,219 shares; 2026Q2: 14,219 shares 14,219 $1.11M 0.29% +1,000 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: 7,092 shares; 2024Q4: 7,092 shares; 2025Q1: 7,092 shares; 2025Q2: 7,092 shares; 2025Q3: 7,092 shares; 2025Q4: 7,092 shares; 2026Q1: 7,092 shares; 2026Q2: 7,092 shares 7,092 $1.11M 0.29% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,750 shares; 2026Q2: 2,725 shares 2,725 $987K 0.25% -25 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: 35,967 shares; 2024Q4: 35,967 shares; 2025Q1: 35,967 shares; 2025Q2: 35,967 shares; 2025Q3: 36,053 shares; 2025Q4: 38,303 shares; 2026Q1: 39,391 shares; 2026Q2: 39,391 shares 39,391 $949K 0.24% 0 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: 12,742 shares; 2024Q4: 12,616 shares; 2025Q1: 12,675 shares; 2025Q2: 12,775 shares; 2025Q3: 12,835 shares; 2025Q4: 13,049 shares; 2026Q1: 13,071 shares; 2026Q2: 13,141 shares 13,141 $936K 0.24% +70 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: 3,060 shares; 2024Q4: 3,196 shares; 2025Q1: 2,741 shares; 2025Q2: 2,536 shares; 2025Q3: 2,538 shares; 2025Q4: 2,734 shares; 2026Q1: 3,324 shares; 2026Q2: 7,449 shares 7,449 $925K 0.24% +4,125 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: 2,583 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares; 2026Q1: 2,583 shares; 2026Q2: 2,583 shares 2,583 $886K 0.23% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,194 shares; 2024Q4: 5,274 shares; 2025Q1: 5,274 shares; 2025Q2: 5,274 shares; 2025Q3: 5,349 shares; 2025Q4: 5,349 shares; 2026Q1: 5,459 shares; 2026Q2: 5,459 shares 5,459 $855K 0.22% 0 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: 5,077 shares; 2024Q4: 5,077 shares; 2025Q1: 5,077 shares; 2025Q2: 5,077 shares; 2025Q3: 5,077 shares; 2025Q4: 5,077 shares; 2026Q1: 5,077 shares; 2026Q2: 5,077 shares 5,077 $822K 0.21% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 744 shares; 2026Q1: 696 shares; 2026Q2: 696 shares 696 $818K 0.21% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $816K 0.21% 0 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: 5,386 shares; 2024Q4: 5,848 shares; 2025Q1: 5,848 shares; 2025Q2: 5,848 shares; 2025Q3: 5,868 shares; 2025Q4: 6,268 shares; 2026Q1: 6,248 shares; 2026Q2: 6,248 shares 6,248 $803K 0.21% 0 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: 2,052 shares; 2024Q4: 4,834 shares; 2025Q1: 2,644 shares; 2025Q2: 1,691 shares; 2025Q3: 1,718 shares; 2025Q4: 4,592 shares; 2026Q1: 12,154 shares; 2026Q2: 2,398 shares 2,398 $720K 0.19% -9,756 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,219 shares; 2024Q4: 5,219 shares; 2025Q1: 5,219 shares; 2025Q2: 5,219 shares; 2025Q3: 5,219 shares; 2025Q4: 5,219 shares; 2026Q1: 5,219 shares; 2026Q2: 5,219 shares 5,219 $659K 0.17% 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: 2,941 shares; 2024Q4: 2,941 shares; 2025Q1: 2,941 shares; 2025Q2: 2,941 shares; 2025Q3: 2,856 shares; 2025Q4: 2,856 shares; 2026Q1: 2,856 shares; 2026Q2: 2,856 shares 2,856 $632K 0.16% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $620K 0.16% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,617 shares 1,617 $554K 0.14% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,658 shares; 2024Q4: 3,658 shares; 2025Q1: 3,658 shares; 2025Q2: 3,658 shares; 2025Q3: 3,658 shares; 2025Q4: 3,658 shares; 2026Q1: 3,658 shares; 2026Q2: 3,658 shares 3,658 $536K 0.14% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,745 shares; 2024Q4: 17,745 shares; 2025Q1: 16,131 shares; 2025Q2: 15,077 shares; 2025Q3: 15,217 shares; 2025Q4: 13,036 shares; 2026Q1: 13,036 shares; 2026Q2: 13,036 shares 13,036 $535K 0.14% 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: 13,986 shares; 2024Q4: 13,986 shares; 2025Q1: 13,986 shares; 2025Q2: 13,986 shares; 2025Q3: 13,986 shares; 2025Q4: 13,986 shares; 2026Q1: 13,986 shares; 2026Q2: 13,986 shares 13,986 $487K 0.13% 0 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: 2,493 shares; 2024Q4: 2,493 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 2,493 shares; 2025Q4: 2,493 shares; 2026Q1: 2,493 shares; 2026Q2: 2,493 shares 2,493 $475K 0.12% 0 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: 7,337 shares; 2024Q4: 7,511 shares; 2025Q1: 7,520 shares; 2025Q2: 7,541 shares; 2025Q3: 7,579 shares; 2025Q4: 7,725 shares; 2026Q1: 8,442 shares; 2026Q2: 7,734 shares 7,734 $462K 0.12% -708 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 607 shares; 2026Q1: 607 shares; 2026Q2: 607 shares 607 $453K 0.12% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,554 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,022 shares; 2025Q4: 6,022 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $414K 0.11% 0 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: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,960 shares; 2025Q2: 2,310 shares; 2025Q3: 2,135 shares; 2025Q4: 2,185 shares; 2026Q1: 2,190 shares; 2026Q2: 3,190 shares 3,190 $397K 0.1% +1,000 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: 1,339 shares; 2024Q4: 1,339 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 807 shares; 2025Q4: 807 shares; 2026Q1: 807 shares; 2026Q2: 4,342 shares 4,342 $374K 0.1% +3,535 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,033 shares; 2025Q1: 4,033 shares; 2025Q2: 4,033 shares; 2025Q3: 4,033 shares; 2025Q4: 4,033 shares; 2026Q1: 3,883 shares; 2026Q2: 3,883 shares 3,883 $374K 0.1% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $333K 0.09% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares; 2026Q2: 504 shares 504 $320K 0.08% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,560 shares; 2025Q4: 5,560 shares; 2026Q1: 5,560 shares; 2026Q2: 5,560 shares 5,560 $317K 0.08% 0 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: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares; 2026Q2: 1,316 shares 1,316 $287K 0.07% 0 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 reported; 2024Q4: 48,312 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,785 shares; 2026Q1: 6,271 shares; 2026Q2: 2,650 shares 2,650 $275K 0.07% -3,621 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $263K 0.07% 0 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $249K 0.06% 0 Timeline