AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,615 shares; 2024Q4: 227,672 shares; 2025Q1: 227,774 shares; 2025Q2: 229,806 shares; 2025Q3: 229,786 shares; 2025Q4: 225,706 shares; 2026Q1: 225,073 shares; 2026Q2: 222,437 shares 222,437 $64.4M 5.67% -2,636 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: 125,541 shares; 2024Q4: 126,328 shares; 2025Q1: 125,245 shares; 2025Q2: 131,309 shares; 2025Q3: 125,530 shares; 2025Q4: 124,363 shares; 2026Q1: 121,288 shares; 2026Q2: 109,957 shares 109,957 $40.7M 3.59% -11,331 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: 214,894 shares; 2024Q4: 214,771 shares; 2025Q1: 195,220 shares; 2025Q2: 191,248 shares; 2025Q3: 189,192 shares; 2025Q4: 189,103 shares; 2026Q1: 190,831 shares; 2026Q2: 173,332 shares 173,332 $32M 2.82% -17,499 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: 111,714 shares; 2024Q4: 111,285 shares; 2025Q1: 110,837 shares; 2025Q2: 112,477 shares; 2025Q3: 111,771 shares; 2025Q4: 105,355 shares; 2026Q1: 88,683 shares; 2026Q2: 87,229 shares 87,229 $31.2M 2.75% -1,454 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,399 shares; 2024Q4: 312,352 shares; 2025Q1: 322,317 shares; 2025Q2: 338,827 shares; 2025Q3: 347,085 shares; 2025Q4: 352,707 shares; 2026Q1: 355,790 shares; 2026Q2: 359,801 shares 359,801 $30.1M 2.66% +4,011 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: 28,724 shares; 2024Q4: 56,920 shares; 2025Q1: 59,813 shares; 2025Q2: 75,086 shares; 2025Q3: 78,760 shares; 2025Q4: 79,640 shares; 2026Q1: 86,030 shares; 2026Q2: 84,926 shares 84,926 $29M 2.55% -1,104 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: 152,740 shares; 2024Q4: 145,251 shares; 2025Q1: 144,046 shares; 2025Q2: 143,372 shares; 2025Q3: 141,233 shares; 2025Q4: 133,139 shares; 2026Q1: 130,873 shares; 2026Q2: 126,507 shares 126,507 $26.4M 2.33% -4,366 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: 310,166 shares; 2024Q4: 309,193 shares; 2025Q1: 309,496 shares; 2025Q2: 311,466 shares; 2025Q3: 315,089 shares; 2025Q4: 315,989 shares; 2026Q1: 321,898 shares; 2026Q2: 316,442 shares 316,442 $22.5M 1.99% -5,456 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: 58,814 shares; 2024Q4: 56,797 shares; 2025Q1: 57,682 shares; 2025Q2: 57,609 shares; 2025Q3: 59,446 shares; 2025Q4: 61,714 shares; 2026Q1: 63,093 shares; 2026Q2: 63,419 shares 63,419 $22.4M 1.97% +326 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: 94,441 shares; 2024Q4: 92,224 shares; 2025Q1: 91,440 shares; 2025Q2: 93,764 shares; 2025Q3: 94,442 shares; 2025Q4: 94,822 shares; 2026Q1: 95,539 shares; 2026Q2: 90,252 shares 90,252 $21.5M 1.9% -5,287 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: 62,538 shares; 2024Q4: 62,143 shares; 2025Q1: 57,783 shares; 2025Q2: 59,134 shares; 2025Q3: 60,210 shares; 2025Q4: 60,872 shares; 2026Q1: 62,770 shares; 2026Q2: 62,524 shares 62,524 $21.5M 1.89% -246 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: 75,352 shares; 2024Q4: 64,830 shares; 2025Q1: 65,287 shares; 2025Q2: 66,323 shares; 2025Q3: 66,288 shares; 2025Q4: 64,715 shares; 2026Q1: 65,594 shares; 2026Q2: 65,314 shares 65,314 $21.4M 1.88% -280 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: 121,814 shares; 2024Q4: 126,906 shares; 2025Q1: 133,786 shares; 2025Q2: 135,676 shares; 2025Q3: 142,128 shares; 2025Q4: 146,242 shares; 2026Q1: 146,911 shares; 2026Q2: 148,515 shares 148,515 $20.1M 1.77% +1,604 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: 59,923 shares; 2024Q4: 59,030 shares; 2025Q1: 58,805 shares; 2025Q2: 58,831 shares; 2025Q3: 59,928 shares; 2025Q4: 57,531 shares; 2026Q1: 54,471 shares; 2026Q2: 54,038 shares 54,038 $19.1M 1.68% -433 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: 59,294 shares; 2024Q4: 60,434 shares; 2025Q1: 61,699 shares; 2025Q2: 65,034 shares; 2025Q3: 68,304 shares; 2025Q4: 136,802 shares; 2026Q1: 139,152 shares; 2026Q2: 141,067 shares 141,067 $18.3M 1.61% +1,915 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: 98,801 shares; 2024Q4: 99,546 shares; 2025Q1: 100,068 shares; 2025Q2: 107,940 shares; 2025Q3: 107,568 shares; 2025Q4: 108,026 shares; 2026Q1: 103,076 shares; 2026Q2: 102,892 shares 102,892 $17.1M 1.5% -184 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,373 shares; 2024Q4: 10,144 shares; 2025Q1: 10,113 shares; 2025Q2: 10,387 shares; 2025Q3: 10,850 shares; 2025Q4: 9,158 shares; 2026Q1: 8,814 shares; 2026Q2: 8,511 shares 8,511 $16.9M 1.49% -303 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: 10,700 shares; 2024Q4: 10,480 shares; 2025Q1: 10,418 shares; 2025Q2: 10,776 shares; 2025Q3: 11,708 shares; 2025Q4: 13,338 shares; 2026Q1: 14,756 shares; 2026Q2: 17,695 shares 17,695 $16.6M 1.46% +2,939 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: 112,440 shares; 2024Q4: 111,263 shares; 2025Q1: 112,749 shares; 2025Q2: 111,510 shares; 2025Q3: 113,942 shares; 2025Q4: 113,294 shares; 2026Q1: 112,266 shares; 2026Q2: 112,178 shares 112,178 $16.4M 1.45% -88 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,636 shares; 2024Q4: 51,954 shares; 2025Q1: 51,983 shares; 2025Q2: 51,126 shares; 2025Q3: 51,870 shares; 2025Q4: 51,643 shares; 2026Q1: 49,042 shares; 2026Q2: 49,145 shares 49,145 $16.2M 1.43% +103 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: 17,864 shares; 2024Q4: 17,924 shares; 2025Q1: 18,398 shares; 2025Q2: 19,891 shares; 2025Q3: 19,880 shares; 2025Q4: 19,932 shares; 2026Q1: 20,083 shares; 2026Q2: 20,277 shares 20,277 $15.2M 1.34% +194 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: 153,671 shares; 2024Q4: 161,266 shares; 2025Q1: 166,632 shares; 2025Q2: 177,116 shares; 2025Q3: 180,097 shares; 2025Q4: 185,760 shares; 2026Q1: 190,069 shares; 2026Q2: 193,305 shares 193,305 $14.9M 1.31% +3,236 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,530 shares; 2024Q4: 21,593 shares; 2025Q1: 21,726 shares; 2025Q2: 22,797 shares; 2025Q3: 22,316 shares; 2025Q4: 21,206 shares; 2026Q1: 20,952 shares; 2026Q2: 19,627 shares 19,627 $14.5M 1.27% -1,325 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: 26,803 shares; 2024Q4: 26,629 shares; 2025Q1: 26,203 shares; 2025Q2: 26,508 shares; 2025Q3: 27,641 shares; 2025Q4: 27,881 shares; 2026Q1: 28,622 shares; 2026Q2: 28,718 shares 28,718 $14.4M 1.27% +96 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: 132,575 shares; 2024Q4: 130,556 shares; 2025Q1: 125,595 shares; 2025Q2: 126,155 shares; 2025Q3: 125,593 shares; 2025Q4: 124,758 shares; 2026Q1: 124,028 shares; 2026Q2: 119,153 shares 119,153 $14M 1.23% -4,875 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,053 shares; 2024Q4: 108,236 shares; 2025Q1: 110,826 shares; 2025Q2: 172,026 shares; 2025Q3: 181,931 shares; 2025Q4: 185,983 shares; 2026Q1: 187,778 shares; 2026Q2: 187,523 shares 187,523 $13.8M 1.21% -255 Timeline AVDV 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 reported; 2024Q4: 50,010 shares; 2025Q1: 51,775 shares; 2025Q2: 53,355 shares; 2025Q3: 126,677 shares; 2025Q4: 126,410 shares; 2026Q1: 127,312 shares; 2026Q2: 126,197 shares 126,197 $13M 1.15% -1,115 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: 31,825 shares; 2024Q4: 31,192 shares; 2025Q1: 30,240 shares; 2025Q2: 29,884 shares; 2025Q3: 29,946 shares; 2025Q4: 29,947 shares; 2026Q1: 33,120 shares; 2026Q2: 33,964 shares 33,964 $12.7M 1.12% +844 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,060 shares; 2024Q4: 24,430 shares; 2025Q1: 24,276 shares; 2025Q2: 24,293 shares; 2025Q3: 24,127 shares; 2025Q4: 23,736 shares; 2026Q1: 23,650 shares; 2026Q2: 23,657 shares 23,657 $12.2M 1.07% +7 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,022 shares; 2024Q4: 17,627 shares; 2025Q1: 18,174 shares; 2025Q2: 19,242 shares; 2025Q3: 21,188 shares; 2025Q4: 22,376 shares; 2026Q1: 23,234 shares; 2026Q2: 24,289 shares 24,289 $12.1M 1.06% +1,055 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: 29,633 shares; 2024Q4: 29,766 shares; 2025Q1: 29,781 shares; 2025Q2: 30,056 shares; 2025Q3: 29,913 shares; 2025Q4: 29,570 shares; 2026Q1: 22,094 shares; 2026Q2: 23,027 shares 23,027 $11.7M 1.03% +933 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: 53,591 shares; 2024Q4: 54,296 shares; 2025Q1: 48,459 shares; 2025Q2: 48,926 shares; 2025Q3: 49,129 shares; 2025Q4: 47,934 shares; 2026Q1: 46,466 shares; 2026Q2: 46,049 shares 46,049 $11.7M 1.03% -417 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: 53,211 shares; 2024Q4: 53,723 shares; 2025Q1: 53,613 shares; 2025Q2: 51,102 shares; 2025Q3: 51,464 shares; 2025Q4: 51,114 shares; 2026Q1: 48,173 shares; 2026Q2: 38,062 shares 38,062 $10.7M 0.94% -10,111 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,310 shares; 2024Q4: 21,357 shares; 2025Q1: 21,056 shares; 2025Q2: 20,042 shares; 2025Q3: 20,230 shares; 2025Q4: 20,005 shares; 2026Q1: 20,529 shares; 2026Q2: 20,361 shares 20,361 $10.1M 0.89% -168 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,133 shares; 2024Q4: 35,231 shares; 2025Q1: 33,976 shares; 2025Q2: 33,693 shares; 2025Q3: 38,123 shares; 2025Q4: 41,439 shares; 2026Q1: 43,717 shares; 2026Q2: 44,998 shares 44,998 $9.59M 0.84% +1,281 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,650 shares; 2024Q4: 5,560 shares; 2025Q1: 5,695 shares; 2025Q2: 5,895 shares; 2025Q3: 6,320 shares; 2025Q4: 50,940 shares; 2026Q1: 96,572 shares; 2026Q2: 96,183 shares 96,183 $9.55M 0.84% -389 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: 25,200 shares; 2024Q4: 25,997 shares; 2025Q1: 25,760 shares; 2025Q2: 27,672 shares; 2025Q3: 27,822 shares; 2025Q4: 26,990 shares; 2026Q1: 26,012 shares; 2026Q2: 25,990 shares 25,990 $9.41M 0.83% -22 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,256 shares; 2024Q4: 51,111 shares; 2025Q1: 52,415 shares; 2025Q2: 53,565 shares; 2025Q3: 56,368 shares; 2025Q4: 57,803 shares; 2026Q1: 56,791 shares; 2026Q2: 55,644 shares 55,644 $9.41M 0.83% -1,147 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: 44,860 shares; 2024Q4: 42,355 shares; 2025Q1: 40,280 shares; 2025Q2: 40,630 shares; 2025Q3: 40,630 shares; 2025Q4: 40,030 shares; 2026Q1: 39,705 shares; 2026Q2: 39,605 shares 39,605 $9.23M 0.81% -100 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,430 shares; 2024Q4: 96,553 shares; 2025Q1: 101,231 shares; 2025Q2: 100,042 shares; 2025Q3: 100,445 shares; 2025Q4: 106,220 shares; 2026Q1: 107,298 shares; 2026Q2: 115,170 shares 115,170 $9.1M 0.8% +7,872 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: 44,811 shares; 2024Q4: 45,031 shares; 2025Q1: 45,281 shares; 2025Q2: 47,160 shares; 2025Q3: 48,632 shares; 2025Q4: 47,642 shares; 2026Q1: 47,332 shares; 2026Q2: 47,552 shares 47,552 $9.06M 0.8% +220 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,747 shares; 2024Q4: 38,833 shares; 2025Q1: 40,035 shares; 2025Q2: 41,006 shares; 2025Q3: 44,091 shares; 2025Q4: 44,216 shares; 2026Q1: 46,575 shares; 2026Q2: 46,755 shares 46,755 $9.03M 0.8% +180 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: 36,856 shares; 2024Q4: 36,124 shares; 2025Q1: 36,046 shares; 2025Q2: 36,070 shares; 2025Q3: 36,219 shares; 2025Q4: 36,204 shares; 2026Q1: 36,287 shares; 2026Q2: 35,571 shares 35,571 $8.76M 0.77% -716 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: 49,004 shares; 2024Q4: 50,800 shares; 2025Q1: 51,976 shares; 2025Q2: 53,835 shares; 2025Q3: 55,878 shares; 2025Q4: 57,192 shares; 2026Q1: 58,200 shares; 2026Q2: 58,620 shares 58,620 $8.69M 0.77% +420 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,295 shares; 2024Q4: 88,068 shares; 2025Q1: 91,805 shares; 2025Q2: 92,342 shares; 2025Q3: 91,848 shares; 2025Q4: 76,179 shares; 2026Q1: 72,323 shares; 2026Q2: 68,539 shares 68,539 $8.64M 0.76% -3,784 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 reported; 2024Q4: not reported; 2025Q1: 47,545 shares; 2025Q2: 47,841 shares; 2025Q3: 46,804 shares; 2025Q4: 40,249 shares; 2026Q1: 41,459 shares; 2026Q2: 42,514 shares 42,514 $8.57M 0.76% +1,055 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: 16,245 shares; 2024Q4: 11,846 shares; 2025Q1: 12,148 shares; 2025Q2: 12,348 shares; 2025Q3: 12,135 shares; 2025Q4: 11,707 shares; 2026Q1: 11,493 shares; 2026Q2: 8,374 shares 8,374 $8.47M 0.75% -3,119 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: 60,794 shares; 2024Q4: 61,398 shares; 2025Q1: 59,994 shares; 2025Q2: 59,753 shares; 2025Q3: 60,758 shares; 2025Q4: 60,807 shares; 2026Q1: 59,478 shares; 2026Q2: 58,400 shares 58,400 $7.99M 0.7% -1,078 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: 10,695 shares; 2024Q4: 10,960 shares; 2025Q1: 12,130 shares; 2025Q2: 12,605 shares; 2025Q3: 12,815 shares; 2025Q4: 74,335 shares; 2026Q1: 80,940 shares; 2026Q2: 80,020 shares 80,020 $7.72M 0.68% -920 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: 86,665 shares; 2024Q4: 89,247 shares; 2025Q1: 90,496 shares; 2025Q2: 91,115 shares; 2025Q3: 91,623 shares; 2025Q4: 88,805 shares; 2026Q1: 86,863 shares; 2026Q2: 87,769 shares 87,769 $7.7M 0.68% +906 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,894 shares; 2024Q4: 51,594 shares; 2025Q1: 55,259 shares; 2025Q2: 62,415 shares; 2025Q3: 72,085 shares; 2025Q4: 77,715 shares; 2026Q1: 82,415 shares; 2026Q2: 82,811 shares 82,811 $7.49M 0.66% +396 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: 27,825 shares; 2024Q4: 27,333 shares; 2025Q1: 26,530 shares; 2025Q2: 26,132 shares; 2025Q3: 26,148 shares; 2025Q4: 25,915 shares; 2026Q1: 25,803 shares; 2026Q2: 25,162 shares 25,162 $7.38M 0.65% -641 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: 2,488 shares; 2024Q4: 1,769 shares; 2025Q1: 3,592 shares; 2025Q2: 3,787 shares; 2025Q3: 4,460 shares; 2025Q4: 47,474 shares; 2026Q1: 106,801 shares; 2026Q2: 103,138 shares 103,138 $7.36M 0.65% -3,663 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,499 shares; 2024Q4: 71,616 shares; 2025Q1: 76,835 shares; 2025Q2: 75,808 shares; 2025Q3: 76,470 shares; 2025Q4: 78,143 shares; 2026Q1: 81,500 shares; 2026Q2: 87,276 shares 87,276 $7.21M 0.64% +5,776 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,435 shares; 2024Q4: 53,323 shares; 2025Q1: 45,649 shares; 2025Q2: 47,927 shares; 2025Q3: 48,195 shares; 2025Q4: 48,279 shares; 2026Q1: 52,693 shares; 2026Q2: 52,929 shares 52,929 $7.13M 0.63% +236 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: 56,864 shares; 2024Q4: 56,827 shares; 2025Q1: 56,102 shares; 2025Q2: 54,757 shares; 2025Q3: 53,584 shares; 2025Q4: 51,067 shares; 2026Q1: 34,591 shares; 2026Q2: 36,996 shares 36,996 $7.02M 0.62% +2,405 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,395 shares; 2024Q4: 41,022 shares; 2025Q1: 42,614 shares; 2025Q2: 44,779 shares; 2025Q3: 45,076 shares; 2025Q4: 44,110 shares; 2026Q1: 45,783 shares; 2026Q2: 44,412 shares 44,412 $7.02M 0.62% -1,371 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,377 shares; 2024Q4: 30,299 shares; 2025Q1: 30,505 shares; 2025Q2: 30,721 shares; 2025Q3: 31,382 shares; 2025Q4: 33,069 shares; 2026Q1: 35,799 shares; 2026Q2: 35,801 shares 35,801 $6.98M 0.61% +2 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: 66,690 shares; 2024Q4: 68,055 shares; 2025Q1: 69,103 shares; 2025Q2: 69,521 shares; 2025Q3: 70,341 shares; 2025Q4: 71,730 shares; 2026Q1: 70,872 shares; 2026Q2: 72,511 shares 72,511 $6.94M 0.61% +1,639 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: 72,105 shares; 2024Q4: 72,643 shares; 2025Q1: 74,587 shares; 2025Q2: 74,005 shares; 2025Q3: 75,098 shares; 2025Q4: 78,447 shares; 2026Q1: 74,457 shares; 2026Q2: 71,190 shares 71,190 $6.85M 0.6% -3,267 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: 72,825 shares; 2024Q4: 72,756 shares; 2025Q1: 72,303 shares; 2025Q2: 72,896 shares; 2025Q3: 72,881 shares; 2025Q4: 71,735 shares; 2026Q1: 70,855 shares; 2026Q2: 69,877 shares 69,877 $6.75M 0.59% -978 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: 139,378 shares; 2024Q4: 141,663 shares; 2025Q1: 141,433 shares; 2025Q2: 142,382 shares; 2025Q3: 143,262 shares; 2025Q4: 144,647 shares; 2026Q1: 125,736 shares; 2026Q2: 124,447 shares 124,447 $6.75M 0.59% -1,289 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: 13,063 shares; 2024Q4: 13,669 shares; 2025Q1: 13,939 shares; 2025Q2: 14,121 shares; 2025Q3: 14,128 shares; 2025Q4: 14,119 shares; 2026Q1: 13,681 shares; 2026Q2: 13,131 shares 13,131 $6.69M 0.59% -550 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,004 shares; 2024Q4: 98,840 shares; 2025Q1: 98,978 shares; 2025Q2: 99,467 shares; 2025Q3: 101,673 shares; 2025Q4: 103,708 shares; 2026Q1: 103,491 shares; 2026Q2: 105,000 shares 105,000 $6.51M 0.57% +1,509 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,427 shares; 2024Q4: 110,412 shares; 2025Q1: 109,712 shares; 2025Q2: 113,451 shares; 2025Q3: 115,720 shares; 2025Q4: 116,022 shares; 2026Q1: 116,088 shares; 2026Q2: 111,780 shares 111,780 $6.44M 0.57% -4,308 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: 11,238 shares; 2024Q4: 11,092 shares; 2025Q1: 10,928 shares; 2025Q2: 11,335 shares; 2025Q3: 11,261 shares; 2025Q4: 11,231 shares; 2026Q1: 11,216 shares; 2026Q2: 11,221 shares 11,221 $6.32M 0.56% +5 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: 61,974 shares; 2024Q4: 61,867 shares; 2025Q1: 63,946 shares; 2025Q2: 61,707 shares; 2025Q3: 62,429 shares; 2025Q4: 57,624 shares; 2026Q1: 53,587 shares; 2026Q2: 53,601 shares 53,601 $6.07M 0.53% +14 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: 22,313 shares; 2024Q4: 22,588 shares; 2025Q1: 22,025 shares; 2025Q2: 20,523 shares; 2025Q3: 20,727 shares; 2025Q4: 20,966 shares; 2026Q1: 21,142 shares; 2026Q2: 21,681 shares 21,681 $5.86M 0.52% +539 Timeline AVUV 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: 34,846 shares; 2024Q4: 37,698 shares; 2025Q1: 39,268 shares; 2025Q2: 42,992 shares; 2025Q3: 43,978 shares; 2025Q4: 45,528 shares; 2026Q1: 46,173 shares; 2026Q2: 46,767 shares 46,767 $5.83M 0.51% +594 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,856 shares 25,856 $5.79M 0.51% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,856 shares 25,856 $5.72M 0.5% new 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: 38,454 shares; 2024Q4: 37,974 shares; 2025Q1: 38,033 shares; 2025Q2: 38,262 shares; 2025Q3: 38,358 shares; 2025Q4: 38,355 shares; 2026Q1: 38,410 shares; 2026Q2: 28,140 shares 28,140 $5.63M 0.5% -10,270 Timeline AVIV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,735 shares; 2026Q2: 72,680 shares 72,680 $5.63M 0.5% +945 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: 123,358 shares; 2024Q4: 68,081 shares; 2025Q1: 66,522 shares; 2025Q2: 68,019 shares; 2025Q3: 67,728 shares; 2025Q4: 67,476 shares; 2026Q1: 69,618 shares; 2026Q2: 68,927 shares 68,927 $5.39M 0.48% -691 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,490 shares; 2024Q4: 7,684 shares; 2025Q1: 8,284 shares; 2025Q2: 9,263 shares; 2025Q3: 9,273 shares; 2025Q4: 17,766 shares; 2026Q1: 96,711 shares; 2026Q2: 98,251 shares 98,251 $5.22M 0.46% +1,540 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: 24,331 shares; 2024Q4: 22,951 shares; 2025Q1: 20,213 shares; 2025Q2: 19,876 shares; 2025Q3: 19,340 shares; 2025Q4: 19,090 shares; 2026Q1: 18,719 shares; 2026Q2: 18,380 shares 18,380 $4.63M 0.41% -339 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: 16,617 shares; 2024Q4: 17,425 shares; 2025Q1: 18,085 shares; 2025Q2: 19,502 shares; 2025Q3: 20,177 shares; 2025Q4: 20,702 shares; 2026Q1: 21,187 shares; 2026Q2: 21,643 shares 21,643 $4.61M 0.41% +456 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: 39,435 shares; 2024Q4: 40,182 shares; 2025Q1: 40,895 shares; 2025Q2: 41,521 shares; 2025Q3: 41,909 shares; 2025Q4: 43,034 shares; 2026Q1: 42,768 shares; 2026Q2: 38,859 shares 38,859 $4.58M 0.4% -3,909 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,009 shares; 2024Q4: 57,626 shares; 2025Q1: 60,358 shares; 2025Q2: 61,569 shares; 2025Q3: 61,989 shares; 2025Q4: 59,752 shares; 2026Q1: 61,682 shares; 2026Q2: 59,823 shares 59,823 $4.58M 0.4% -1,859 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: 21,423 shares; 2024Q4: 20,909 shares; 2025Q1: 20,479 shares; 2025Q2: 15,449 shares; 2025Q3: 17,007 shares; 2025Q4: 18,874 shares; 2026Q1: 19,080 shares; 2026Q2: 19,882 shares 19,882 $4.43M 0.39% +802 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,813 shares; 2025Q3: 10,733 shares; 2025Q4: 10,834 shares; 2026Q1: 10,787 shares; 2026Q2: 6,388 shares 6,388 $4.19M 0.37% -4,399 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: 26,647 shares; 2024Q4: 27,686 shares; 2025Q1: 27,438 shares; 2025Q2: 26,690 shares; 2025Q3: 26,672 shares; 2025Q4: 26,293 shares; 2026Q1: 25,703 shares; 2026Q2: 25,483 shares 25,483 $3.99M 0.35% -220 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,108 shares 25,108 $3.98M 0.35% new Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,292 shares; 2024Q4: 267,036 shares; 2025Q1: 256,178 shares; 2025Q2: 220,718 shares; 2025Q3: 189,859 shares; 2025Q4: 187,466 shares; 2026Q1: 189,901 shares; 2026Q2: 185,611 shares 185,611 $3.84M 0.34% -4,290 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: 23,156 shares; 2024Q4: 20,714 shares; 2025Q1: 27,861 shares; 2025Q2: 28,696 shares; 2025Q3: 27,267 shares; 2025Q4: 23,887 shares; 2026Q1: 24,020 shares; 2026Q2: 23,561 shares 23,561 $3.22M 0.28% -459 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: 3,371 shares; 2024Q4: 3,171 shares; 2025Q1: 3,211 shares; 2025Q2: 3,451 shares; 2025Q3: 3,250 shares; 2025Q4: 2,980 shares; 2026Q1: 2,951 shares; 2026Q2: 2,967 shares 2,967 $3.16M 0.28% +16 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 1,869 shares; 2025Q1: 1,999 shares; 2025Q2: 2,051 shares; 2025Q3: 3,091 shares; 2025Q4: 4,297 shares; 2026Q1: 3,755 shares; 2026Q2: 4,110 shares 4,110 $3.07M 0.27% +355 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,950 shares; 2025Q2: 2,961 shares; 2025Q3: 3,337 shares; 2025Q4: 3,237 shares; 2026Q1: 4,146 shares; 2026Q2: 3,891 shares 3,891 $2.97M 0.26% -255 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,077 shares; 2024Q4: 17,143 shares; 2025Q1: 17,985 shares; 2025Q2: 18,906 shares; 2025Q3: 18,557 shares; 2025Q4: 17,893 shares; 2026Q1: 18,489 shares; 2026Q2: 17,820 shares 17,820 $2.93M 0.26% -669 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,616 shares; 2024Q4: 1,987 shares; 2025Q1: 1,982 shares; 2025Q2: 3,280 shares; 2025Q3: 2,485 shares; 2025Q4: 2,331 shares; 2026Q1: 2,301 shares; 2026Q2: 2,302 shares 2,302 $2.76M 0.24% +1 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,089 shares; 2024Q4: 10,250 shares; 2025Q1: 10,856 shares; 2025Q2: 11,831 shares; 2025Q3: 11,617 shares; 2025Q4: 11,343 shares; 2026Q1: 11,744 shares; 2026Q2: 11,255 shares 11,255 $2.73M 0.24% -489 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,723 shares; 2024Q4: 4,805 shares; 2025Q1: 5,084 shares; 2025Q2: 5,211 shares; 2025Q3: 4,779 shares; 2025Q4: 4,764 shares; 2026Q1: 4,576 shares; 2026Q2: 4,211 shares 4,211 $2.7M 0.24% -365 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: 30,756 shares; 2024Q4: 30,645 shares; 2025Q1: 30,456 shares; 2025Q2: 30,600 shares; 2025Q3: 30,475 shares; 2025Q4: 29,868 shares; 2026Q1: 28,859 shares; 2026Q2: 28,959 shares 28,959 $2.63M 0.23% +100 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: 8,274 shares; 2024Q4: 8,491 shares; 2025Q1: 8,466 shares; 2025Q2: 8,389 shares; 2025Q3: 8,399 shares; 2025Q4: 8,350 shares; 2026Q1: 8,132 shares; 2026Q2: 8,094 shares 8,094 $2.2M 0.19% -38 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,070 shares; 2025Q1: 5,412 shares; 2025Q2: 5,662 shares; 2025Q3: 5,236 shares; 2025Q4: 5,136 shares; 2026Q1: 5,102 shares; 2026Q2: 4,954 shares 4,954 $2.15M 0.19% -148 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: 2,663 shares; 2024Q4: 2,645 shares; 2025Q1: 3,391 shares; 2025Q2: 3,416 shares; 2025Q3: 3,403 shares; 2025Q4: 3,333 shares; 2026Q1: 3,274 shares; 2026Q2: 3,289 shares 3,289 $2.09M 0.18% +15 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,021 shares; 2024Q4: 13,965 shares; 2025Q1: 13,872 shares; 2025Q2: 15,066 shares; 2025Q3: 14,434 shares; 2025Q4: 12,709 shares; 2026Q1: 12,208 shares; 2026Q2: 8,228 shares 8,228 $2.03M 0.18% -3,980 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: 8,913 shares; 2024Q4: 9,094 shares; 2025Q1: 9,060 shares; 2025Q2: 14,653 shares; 2025Q3: 15,480 shares; 2025Q4: 15,421 shares; 2026Q1: 15,109 shares; 2026Q2: 14,642 shares 14,642 $1.98M 0.17% -467 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,677 shares; 2024Q4: 14,472 shares; 2025Q1: 14,472 shares; 2025Q2: 14,186 shares; 2025Q3: 15,537 shares; 2025Q4: 16,477 shares; 2026Q1: 16,427 shares; 2026Q2: 16,427 shares 16,427 $1.93M 0.17% 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: 3,633 shares; 2024Q4: 6,280 shares; 2025Q1: 7,846 shares; 2025Q2: 7,794 shares; 2025Q3: 8,223 shares; 2025Q4: 8,100 shares; 2026Q1: 6,929 shares; 2026Q2: 6,765 shares 6,765 $1.9M 0.17% -164 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,030 shares; 2024Q4: 10,082 shares; 2025Q1: 10,019 shares; 2025Q2: 10,215 shares; 2025Q3: 12,085 shares; 2025Q4: 14,194 shares; 2026Q1: 14,126 shares; 2026Q2: 13,655 shares 13,655 $1.9M 0.17% -471 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,608 shares; 2024Q4: 12,655 shares; 2025Q1: 12,534 shares; 2025Q2: 12,830 shares; 2025Q3: 13,589 shares; 2025Q4: 17,040 shares; 2026Q1: 17,022 shares; 2026Q2: 16,420 shares 16,420 $1.88M 0.17% -602 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 610 shares; 2025Q1: 612 shares; 2025Q2: 629 shares; 2025Q3: 628 shares; 2025Q4: 614 shares; 2026Q1: 608 shares; 2026Q2: 6,035 shares 6,035 $1.82M 0.16% +5,427 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,269 shares; 2025Q3: 1,614 shares; 2025Q4: 2,002 shares; 2026Q1: 1,859 shares; 2026Q2: 15,160 shares 15,160 $1.81M 0.16% +13,301 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,694 shares; 2024Q4: 34,831 shares; 2025Q1: 34,852 shares; 2025Q2: 35,544 shares; 2025Q3: 38,102 shares; 2025Q4: 47,421 shares; 2026Q1: 47,215 shares; 2026Q2: 45,259 shares 45,259 $1.81M 0.16% -1,956 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: 15,004 shares; 2024Q4: 14,849 shares; 2025Q1: 14,777 shares; 2025Q2: 15,848 shares; 2025Q3: 15,683 shares; 2025Q4: 15,176 shares; 2026Q1: 14,360 shares; 2026Q2: 14,035 shares 14,035 $1.8M 0.16% -325 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,478 shares; 2024Q4: 93,971 shares; 2025Q1: 91,544 shares; 2025Q2: 93,666 shares; 2025Q3: 22,765 shares; 2025Q4: 16,898 shares; 2026Q1: 16,313 shares; 2026Q2: 15,863 shares 15,863 $1.71M 0.15% -450 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,790 shares; 2024Q4: 10,999 shares; 2025Q1: 10,900 shares; 2025Q2: 11,336 shares; 2025Q3: 10,801 shares; 2025Q4: 9,829 shares; 2026Q1: 9,298 shares; 2026Q2: 8,609 shares 8,609 $1.64M 0.14% -689 Timeline SPTM 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: 19,852 shares; 2024Q4: 19,272 shares; 2025Q1: 19,225 shares; 2025Q2: 19,064 shares; 2025Q3: 17,970 shares; 2025Q4: 17,858 shares; 2026Q1: 17,824 shares; 2026Q2: 17,759 shares 17,759 $1.61M 0.14% -65 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: 4,110 shares; 2024Q4: 4,041 shares; 2025Q1: 3,935 shares; 2025Q2: 4,384 shares; 2025Q3: 4,047 shares; 2025Q4: 3,979 shares; 2026Q1: 3,946 shares; 2026Q2: 4,011 shares 4,011 $1.52M 0.13% +65 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: 53,368 shares; 2024Q4: 51,483 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,198 shares; 2026Q1: 36,850 shares; 2026Q2: 36,850 shares 36,850 $1.51M 0.13% 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 reported; 2024Q4: 8,807 shares; 2025Q1: 9,172 shares; 2025Q2: 9,260 shares; 2025Q3: 9,040 shares; 2025Q4: 8,863 shares; 2026Q1: 8,779 shares; 2026Q2: 8,804 shares 8,804 $1.5M 0.13% +25 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: 8,569 shares; 2024Q4: 7,933 shares; 2025Q1: 8,025 shares; 2025Q2: 8,089 shares; 2025Q3: 8,389 shares; 2025Q4: 8,677 shares; 2026Q1: 8,479 shares; 2026Q2: 7,629 shares 7,629 $1.37M 0.12% -850 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,684 shares; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares; 2026Q1: 1,379 shares; 2026Q2: 1,142 shares 1,142 $1.32M 0.12% -237 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: 2,748 shares; 2024Q4: 2,488 shares; 2025Q1: 2,355 shares; 2025Q2: 2,306 shares; 2025Q3: 2,294 shares; 2025Q4: 2,029 shares; 2026Q1: 1,869 shares; 2026Q2: 1,745 shares 1,745 $1.26M 0.11% -124 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: 9,064 shares; 2024Q4: 7,953 shares; 2025Q1: 8,800 shares; 2025Q2: 8,442 shares; 2025Q3: 8,446 shares; 2025Q4: 8,650 shares; 2026Q1: 8,526 shares; 2026Q2: 8,429 shares 8,429 $1.21M 0.11% -97 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: 12,807 shares; 2024Q4: 12,554 shares; 2025Q1: 12,808 shares; 2025Q2: 13,330 shares; 2025Q3: 13,245 shares; 2025Q4: 25,140 shares; 2026Q1: 26,487 shares; 2026Q2: 26,004 shares 26,004 $1.18M 0.1% -483 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: 15,726 shares; 2024Q4: 13,536 shares; 2025Q1: 13,316 shares; 2025Q2: 14,105 shares; 2025Q3: 14,056 shares; 2025Q4: 14,056 shares; 2026Q1: 14,056 shares; 2026Q2: 13,956 shares 13,956 $1.15M 0.1% -100 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: 14,076 shares; 2024Q4: 13,972 shares; 2025Q1: 14,197 shares; 2025Q2: 14,891 shares; 2025Q3: 14,265 shares; 2025Q4: 14,398 shares; 2026Q1: 13,362 shares; 2026Q2: 11,871 shares 11,871 $1.14M 0.1% -1,491 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: 12,550 shares; 2024Q4: 12,550 shares; 2025Q1: 12,280 shares; 2025Q2: 12,521 shares; 2025Q3: 12,336 shares; 2025Q4: 12,336 shares; 2026Q1: 12,180 shares; 2026Q2: 11,780 shares 11,780 $1.07M 0.09% -400 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604 shares; 2024Q4: 597 shares; 2025Q1: 980 shares; 2025Q2: 907 shares; 2025Q3: 887 shares; 2025Q4: 1,080 shares; 2026Q1: 1,827 shares; 2026Q2: 1,503 shares 1,503 $1.03M 0.09% -324 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: 18,144 shares; 2024Q4: 13,085 shares; 2025Q1: 13,492 shares; 2025Q2: 12,637 shares; 2025Q3: 12,458 shares; 2025Q4: 12,373 shares; 2026Q1: 12,504 shares; 2026Q2: 12,580 shares 12,580 $1.01M 0.09% +76 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,579 shares; 2024Q4: 33,022 shares; 2025Q1: 34,283 shares; 2025Q2: 32,034 shares; 2025Q3: 31,541 shares; 2025Q4: 31,915 shares; 2026Q1: 32,144 shares; 2026Q2: 32,338 shares 32,338 $986K 0.09% +194 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: 4,684 shares; 2024Q4: 4,696 shares; 2025Q1: 3,005 shares; 2025Q2: 2,732 shares; 2025Q3: 3,069 shares; 2025Q4: 2,795 shares; 2026Q1: 2,545 shares; 2026Q2: 2,621 shares 2,621 $979K 0.09% +76 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,747 shares; 2024Q4: 14,819 shares; 2025Q1: 16,871 shares; 2025Q2: 17,841 shares; 2025Q3: 18,600 shares; 2025Q4: 19,500 shares; 2026Q1: 19,131 shares; 2026Q2: 18,161 shares 18,161 $960K 0.08% -970 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,615 shares; 2026Q1: 11,275 shares; 2026Q2: 11,025 shares 11,025 $916K 0.08% -250 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,284 shares; 2024Q4: 18,576 shares; 2025Q1: 22,532 shares; 2025Q2: 21,058 shares; 2025Q3: 20,822 shares; 2025Q4: 20,905 shares; 2026Q1: 19,633 shares; 2026Q2: 17,197 shares 17,197 $909K 0.08% -2,436 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: 1,855 shares; 2024Q4: 1,855 shares; 2025Q1: 1,899 shares; 2025Q2: 1,924 shares; 2025Q3: 1,870 shares; 2025Q4: 1,830 shares; 2026Q1: 1,790 shares; 2026Q2: 7,160 shares 7,160 $889K 0.08% +5,370 Timeline CWB 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: 11,624 shares; 2024Q4: 10,929 shares; 2025Q1: 10,807 shares; 2025Q2: 10,794 shares; 2025Q3: 10,250 shares; 2025Q4: 9,975 shares; 2026Q1: 9,629 shares; 2026Q2: 8,221 shares 8,221 $886K 0.08% -1,408 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: 4,953 shares; 2024Q4: 4,788 shares; 2025Q1: 4,247 shares; 2025Q2: 3,751 shares; 2025Q3: 2,859 shares; 2025Q4: 2,654 shares; 2026Q1: 2,489 shares; 2026Q2: 2,405 shares 2,405 $886K 0.08% -84 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,310 shares; 2025Q4: 1,270 shares; 2026Q1: 1,270 shares; 2026Q2: 1,490 shares 1,490 $866K 0.08% +220 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: 3,421 shares; 2024Q4: 4,206 shares; 2025Q1: 4,476 shares; 2025Q2: 4,844 shares; 2025Q3: 6,140 shares; 2025Q4: 3,585 shares; 2026Q1: 3,463 shares; 2026Q2: 3,463 shares 3,463 $819K 0.07% 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: 18,487 shares; 2024Q4: 16,168 shares; 2025Q1: 15,766 shares; 2025Q2: 13,502 shares; 2025Q3: 12,106 shares; 2025Q4: 11,530 shares; 2026Q1: 11,239 shares; 2026Q2: 9,654 shares 9,654 $785K 0.07% -1,585 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 21,814 shares; 2026Q1: 30,736 shares; 2026Q2: 24,386 shares 24,386 $773K 0.07% -6,350 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,344 shares; 2024Q4: 29,298 shares; 2025Q1: 29,652 shares; 2025Q2: 29,767 shares; 2025Q3: 31,010 shares; 2025Q4: 32,208 shares; 2026Q1: 31,774 shares; 2026Q2: 27,734 shares 27,734 $703K 0.06% -4,040 Timeline IGV 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: 7,634 shares 7,634 $692K 0.06% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,822 shares; 2024Q4: 12,698 shares; 2025Q1: 12,538 shares; 2025Q2: 10,665 shares; 2025Q3: 9,456 shares; 2025Q4: 9,259 shares; 2026Q1: 8,510 shares; 2026Q2: 6,716 shares 6,716 $687K 0.06% -1,794 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,715 shares; 2024Q4: 4,515 shares; 2025Q1: 6,203 shares; 2025Q2: 6,294 shares; 2025Q3: 6,238 shares; 2025Q4: 6,058 shares; 2026Q1: 6,080 shares; 2026Q2: 6,104 shares 6,104 $670K 0.06% +24 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: 21,553 shares; 2024Q4: 23,292 shares; 2025Q1: 25,086 shares; 2025Q2: 27,400 shares; 2025Q3: 26,279 shares; 2025Q4: 25,988 shares; 2026Q1: 25,780 shares; 2026Q2: 25,954 shares 25,954 $625K 0.06% +174 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,451 shares; 2025Q1: 4,424 shares; 2025Q2: 4,516 shares; 2025Q3: 6,242 shares; 2025Q4: 6,257 shares; 2026Q1: 5,971 shares; 2026Q2: 5,592 shares 5,592 $611K 0.05% -379 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: 10,072 shares; 2024Q4: 10,209 shares; 2025Q1: 17,050 shares; 2025Q2: 15,183 shares; 2025Q3: 15,276 shares; 2025Q4: 16,410 shares; 2026Q1: 16,163 shares; 2026Q2: 14,379 shares 14,379 $609K 0.05% -1,784 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,259 shares; 2024Q4: 94,677 shares; 2025Q1: 82,108 shares; 2025Q2: 74,832 shares; 2025Q3: 66,475 shares; 2025Q4: 64,133 shares; 2026Q1: 21,069 shares; 2026Q2: 5,257 shares 5,257 $598K 0.05% -15,812 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: 74,975 shares; 2024Q4: 8,750 shares; 2025Q1: 7,894 shares; 2025Q2: 7,894 shares; 2025Q3: 7,585 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares; 2026Q2: 7,100 shares 7,100 $593K 0.05% 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 404 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $544K 0.05% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 3,387 shares; 2025Q1: 3,344 shares; 2025Q2: 3,354 shares; 2025Q3: 3,322 shares; 2025Q4: 3,286 shares; 2026Q1: 3,297 shares; 2026Q2: 3,319 shares 3,319 $541K 0.05% +22 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,235 shares; 2024Q4: 10,200 shares; 2025Q1: 10,369 shares; 2025Q2: 10,434 shares; 2025Q3: 10,881 shares; 2025Q4: 11,277 shares; 2026Q1: 11,109 shares; 2026Q2: 10,420 shares 10,420 $539K 0.05% -689 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: 5,581 shares; 2024Q4: 5,354 shares; 2025Q1: 5,353 shares; 2025Q2: 5,204 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares; 2026Q1: 5,009 shares; 2026Q2: 5,009 shares 5,009 $520K 0.05% 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: 51,549 shares; 2024Q4: 50,186 shares; 2025Q1: 51,921 shares; 2025Q2: 52,490 shares; 2025Q3: 41,722 shares; 2025Q4: 43,136 shares; 2026Q1: 3,434 shares; 2026Q2: 3,494 shares 3,494 $512K 0.05% +60 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,387 shares; 2025Q3: 4,196 shares; 2025Q4: 4,196 shares; 2026Q1: 4,207 shares; 2026Q2: 4,378 shares 4,378 $511K 0.05% +171 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,944 shares; 2024Q4: 3,773 shares; 2025Q1: 3,088 shares; 2025Q2: 3,224 shares; 2025Q3: 3,104 shares; 2025Q4: 3,104 shares; 2026Q1: 3,358 shares; 2026Q2: 2,812 shares 2,812 $509K 0.04% -546 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: 8,810 shares; 2024Q4: 6,285 shares; 2025Q1: 5,013 shares; 2025Q2: 4,993 shares; 2025Q3: 5,708 shares; 2025Q4: 5,651 shares; 2026Q1: 5,615 shares; 2026Q2: 4,870 shares 4,870 $498K 0.04% -745 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: 4,648 shares; 2024Q4: 5,065 shares; 2025Q1: 4,710 shares; 2025Q2: 4,778 shares; 2025Q3: 5,660 shares; 2025Q4: 5,624 shares; 2026Q1: 4,777 shares; 2026Q2: 1,149 shares 1,149 $483K 0.04% -3,628 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,281 shares; 2024Q4: 3,281 shares; 2025Q1: 3,348 shares; 2025Q2: 3,298 shares; 2025Q3: 3,229 shares; 2025Q4: 3,090 shares; 2026Q1: 2,747 shares; 2026Q2: 2,737 shares 2,737 $481K 0.04% -10 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766 shares; 2024Q4: 1,915 shares; 2025Q1: 1,937 shares; 2025Q2: 1,956 shares; 2025Q3: 1,934 shares; 2025Q4: 1,934 shares; 2026Q1: 1,934 shares; 2026Q2: 1,934 shares 1,934 $480K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,788 shares; 2025Q2: 18,043 shares; 2025Q3: 18,152 shares; 2025Q4: 16,278 shares; 2026Q1: 26,385 shares; 2026Q2: 21,972 shares 21,972 $455K 0.04% -4,413 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,997 shares; 2024Q4: 4,008 shares; 2025Q1: 3,911 shares; 2025Q2: 3,901 shares; 2025Q3: 3,833 shares; 2025Q4: 3,732 shares; 2026Q1: 3,773 shares; 2026Q2: 3,818 shares 3,818 $451K 0.04% +45 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: 8,254 shares; 2024Q4: 8,368 shares; 2025Q1: 8,362 shares; 2025Q2: 8,002 shares; 2025Q3: 7,868 shares; 2025Q4: 7,750 shares; 2026Q1: 7,242 shares; 2026Q2: 7,481 shares 7,481 $447K 0.04% +239 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: 1,506 shares; 2024Q4: 1,460 shares; 2025Q1: 1,426 shares; 2025Q2: 1,423 shares; 2025Q3: 1,407 shares; 2025Q4: 1,372 shares; 2026Q1: 1,384 shares; 2026Q2: 1,403 shares 1,403 $408K 0.04% +19 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,048 shares; 2024Q4: 5,023 shares; 2025Q1: 5,016 shares; 2025Q2: 5,039 shares; 2025Q3: 5,225 shares; 2025Q4: 5,378 shares; 2026Q1: 5,215 shares; 2026Q2: 4,854 shares 4,854 $387K 0.03% -361 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,218 shares; 2024Q4: 7,764 shares; 2025Q1: 6,166 shares; 2025Q2: 5,431 shares; 2025Q3: 4,743 shares; 2025Q4: 4,745 shares; 2026Q1: 4,161 shares; 2026Q2: 4,162 shares 4,162 $384K 0.03% +1 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: 1,911 shares; 2024Q4: 1,788 shares; 2025Q1: 1,553 shares; 2025Q2: 1,936 shares; 2025Q3: 1,555 shares; 2025Q4: 1,530 shares; 2026Q1: 2,516 shares; 2026Q2: 2,373 shares 2,373 $372K 0.03% -143 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 699 shares; 2026Q1: 699 shares; 2026Q2: 699 shares 699 $366K 0.03% 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: 1,480 shares; 2024Q4: 1,287 shares; 2025Q1: 1,164 shares; 2025Q2: 1,439 shares; 2025Q3: 1,308 shares; 2025Q4: 2,194 shares; 2026Q1: 1,661 shares; 2026Q2: 1,626 shares 1,626 $354K 0.03% -35 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 851 shares; 2025Q4: 2,167 shares; 2026Q1: 1,875 shares; 2026Q2: 1,835 shares 1,835 $350K 0.03% -40 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: 1,178 shares; 2024Q4: 961 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: not reported; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $335K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,391 shares 2,391 $334K 0.03% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,076 shares; 2025Q3: not reported; 2025Q4: 1,294 shares; 2026Q1: 1,145 shares; 2026Q2: 1,095 shares 1,095 $326K 0.03% -50 Timeline FRDM EA SERIES TRUST More: the full row for EA 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: not reported; 2026Q1: not reported; 2026Q2: 4,252 shares 4,252 $310K 0.03% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342 shares; 2024Q4: 301 shares; 2025Q1: not reported; 2025Q2: 482 shares; 2025Q3: 488 shares; 2025Q4: 485 shares; 2026Q1: 482 shares; 2026Q2: 497 shares 497 $310K 0.03% +15 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,286 shares; 2026Q2: 1,286 shares 1,286 $305K 0.03% 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: 1,082 shares; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 843 shares; 2026Q1: 843 shares; 2026Q2: 813 shares 813 $301K 0.03% -30 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,177 shares 1,177 $301K 0.03% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,933 shares 1,933 $297K 0.03% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,125 shares; 2024Q4: 21,963 shares; 2025Q1: 17,252 shares; 2025Q2: 17,303 shares; 2025Q3: not reported; 2025Q4: 10,234 shares; 2026Q1: 10,234 shares; 2026Q2: 10,234 shares 10,234 $296K 0.03% 0 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 reported; 2024Q4: 208 shares; 2025Q1: not reported; 2025Q2: 258 shares; 2025Q3: 253 shares; 2025Q4: 295 shares; 2026Q1: 299 shares; 2026Q2: 298 shares 298 $287K 0.03% -1 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,052 shares; 2025Q2: 9,054 shares; 2025Q3: 8,745 shares; 2025Q4: 8,747 shares; 2026Q1: 8,448 shares; 2026Q2: 8,448 shares 8,448 $286K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 783 shares; 2026Q1: not reported; 2026Q2: 940 shares 940 $285K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,618 shares; 2025Q4: 1,618 shares; 2026Q1: 1,500 shares; 2026Q2: 1,534 shares 1,534 $284K 0.03% +34 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 995 shares; 2025Q2: 994 shares; 2025Q3: 987 shares; 2025Q4: 989 shares; 2026Q1: 988 shares; 2026Q2: 1,015 shares 1,015 $283K 0.02% +27 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,440 shares; 2024Q4: 6,300 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 5,720 shares; 2025Q4: 5,673 shares; 2026Q1: 5,657 shares; 2026Q2: 5,589 shares 5,589 $282K 0.02% -68 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: 2,496 shares; 2024Q4: 2,398 shares; 2025Q1: 2,203 shares; 2025Q2: 2,175 shares; 2025Q3: 1,757 shares; 2025Q4: 1,692 shares; 2026Q1: 1,744 shares; 2026Q2: 1,738 shares 1,738 $281K 0.02% -6 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,192 shares; 2024Q4: 2,131 shares; 2025Q1: 2,072 shares; 2025Q2: 2,117 shares; 2025Q3: 2,094 shares; 2025Q4: 2,053 shares; 2026Q1: 2,083 shares; 2026Q2: 2,068 shares 2,068 $275K 0.02% -15 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: 4,559 shares; 2024Q4: 4,091 shares; 2025Q1: 4,278 shares; 2025Q2: 3,751 shares; 2025Q3: 3,722 shares; 2025Q4: 3,700 shares; 2026Q1: 3,602 shares; 2026Q2: 3,602 shares 3,602 $272K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,259 shares; 2025Q1: 1,249 shares; 2025Q2: 1,309 shares; 2025Q3: 1,452 shares; 2025Q4: 1,532 shares; 2026Q1: 1,322 shares; 2026Q2: 1,253 shares 1,253 $271K 0.02% -69 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,651 shares; 2024Q4: 6,722 shares; 2025Q1: 6,538 shares; 2025Q2: 6,529 shares; 2025Q3: 6,582 shares; 2025Q4: 6,501 shares; 2026Q1: 7,999 shares; 2026Q2: 8,076 shares 8,076 $271K 0.02% +77 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: 8,254 shares; 2024Q4: 7,129 shares; 2025Q1: 10,054 shares; 2025Q2: 10,324 shares; 2025Q3: 10,677 shares; 2025Q4: 10,474 shares; 2026Q1: 10,151 shares; 2026Q2: 10,813 shares 10,813 $265K 0.02% +662 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,298 shares; 2024Q4: 5,687 shares; 2025Q1: 5,687 shares; 2025Q2: 5,687 shares; 2025Q3: 5,687 shares; 2025Q4: 5,687 shares; 2026Q1: 5,687 shares; 2026Q2: 5,687 shares 5,687 $265K 0.02% 0 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,563 shares; 2024Q4: 6,563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,563 shares; 2025Q4: 6,563 shares; 2026Q1: 6,563 shares; 2026Q2: 6,563 shares 6,563 $253K 0.02% 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: 4,151 shares; 2024Q4: 4,516 shares; 2025Q1: 4,306 shares; 2025Q2: 4,329 shares; 2025Q3: 4,356 shares; 2025Q4: 4,290 shares; 2026Q1: 4,259 shares; 2026Q2: 4,255 shares 4,255 $246K 0.02% -4 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,889 shares; 2024Q4: 82,669 shares; 2025Q1: 82,105 shares; 2025Q2: 82,581 shares; 2025Q3: 3,095 shares; 2025Q4: 3,015 shares; 2026Q1: 2,915 shares; 2026Q2: 2,915 shares 2,915 $244K 0.02% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,402 shares; 2025Q4: 4,519 shares; 2026Q1: not reported; 2026Q2: 4,968 shares 4,968 $238K 0.02% new Timeline BUG 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,087 shares 6,087 $232K 0.02% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,606 shares; 2024Q4: 9,634 shares; 2025Q1: 9,393 shares; 2025Q2: 9,551 shares; 2025Q3: 9,624 shares; 2025Q4: 9,473 shares; 2026Q1: 9,506 shares; 2026Q2: 9,532 shares 9,532 $228K 0.02% +26 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,308 shares; 2026Q1: not reported; 2026Q2: 3,898 shares 3,898 $222K 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,852 shares; 2024Q4: 3,382 shares; 2025Q1: 2,950 shares; 2025Q2: not reported; 2025Q3: 2,470 shares; 2025Q4: 2,470 shares; 2026Q1: 2,370 shares; 2026Q2: 2,370 shares 2,370 $220K 0.02% 0 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: 1,059 shares; 2024Q4: 1,060 shares; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 524 shares 524 $215K 0.02% new Timeline IMCG 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: 2,127 shares 2,127 $209K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 508 shares; 2025Q3: not reported; 2025Q4: 658 shares; 2026Q1: 658 shares; 2026Q2: 658 shares 658 $207K 0.02% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,422 shares; 2024Q4: 2,413 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,298 shares; 2025Q4: 2,267 shares; 2026Q1: not reported; 2026Q2: 2,284 shares 2,284 $207K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 788 shares 788 $205K 0.02% new Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,611 shares; 2024Q4: 49,664 shares; 2025Q1: 49,664 shares; 2025Q2: 49,664 shares; 2025Q3: 49,484 shares; 2025Q4: 49,484 shares; 2026Q1: 49,037 shares; 2026Q2: 45,982 shares 45,982 $146K 0.01% -3,055 Timeline